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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Private Wealth Group, LLC

Quarter ended Q3 2023 · Filed August 10, 2023 · Accession 0001420506-23-001442

Total Value
$97.2M
Positions
51
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (51)

#IssuerTicker / CUSIPSharesValue% of Filing
1SPDR SER TR78464A854269,539$14.0M14.46%
2SPDR SER TR78468R66397,929$9.0M9.25%
3SPDR SER TR78464A508149,028$6.4M6.63%
4BERKSHIRE HATHAWAY INC DELBRK-A18,604$6.3M6.53%
5VANGUARD INDEX FDS92290874440,486$5.8M5.92%
6SPDR SER TR78468R101197,106$5.7M5.84%
7SELECT SECTOR SPDR TR81369Y30866,864$5.0M5.10%
8SPDR SER TR78464A84790,430$4.1M4.27%
9SPDR SER TR78468R85398,330$3.8M3.93%
10SPDR S&P 500 ETF TRSPY4,852$2.2M2.21%
11VANGUARD WORLD FDS92204A87614,062$2.0M2.06%
12SELECT SECTOR SPDR TR81369Y88627,572$1.8M1.86%
13ISHARES TR46428722617,887$1.8M1.80%
14SPDR SER TR78464A64968,921$1.7M1.80%
15ISHARES TR4642876559,294$1.7M1.79%
16VANGUARD INDEX FDS9229083633,758$1.5M1.58%
17FIRST TR EXCHANGE-TRADED FD33738R11825,471$1.5M1.54%
18INVESCO EXCHANGE TRADED FD TIVZ8,774$1.5M1.51%
19ISHARES TR46434V10029,347$1.4M1.46%
20ISHARES TR46428723434,977$1.4M1.42%
21ISHARES TR4642875075,164$1.4M1.39%
22SPDR SER TR78468R78835,894$1.3M1.37%
23SPDR SER TR78464A7639,876$1.2M1.25%
24SELECT SECTOR SPDR TR81369Y50612,988$1.1M1.09%
25ISHARES TR4642872002,221$989,9221.02%
26SPDR S&P MIDCAP 400 ETF TRMDY1,887$903,7030.93%
27VANGUARD BD INDEX FDS92193782711,730$886,4360.91%
28WELLS FARGO CO NEW94974610120,112$858,3800.88%
29ISHARES TR46429B69710,521$782,0260.80%
30ISHARES TR46428746510,569$766,2530.79%
31VANGUARD WORLD FD9219108407,354$763,0510.79%
32APPLE INCAAPL3,904$757,2560.78%
33VANGUARD INDEX FDS9229086292,826$622,1720.64%
34VANGUARD WORLD FDS92204A4057,345$596,7080.61%
35VANGUARD WORLD FD9219108162,418$569,0040.59%
36ALPHABET INCGOOG3,740$452,4280.47%
37VANGUARD TAX-MANAGED FDS9219438589,541$440,6030.45%
38SELECT SECTOR SPDR TR81369Y2093,147$417,7010.43%
39PLUMAS BANCORPPLBC11,016$393,1610.40%
40SELECT SECTOR SPDR TR81369Y8032,259$392,7500.40%
41VANGUARD WORLD FDS92204A2071,728$336,0100.35%
42HEICO CORP NEWHEI-A2,333$328,0200.34%
43INVESCO QQQ TRIVZ845$312,1600.32%
44BANK OZK LITTLE ROCK ARKOZKAP7,529$302,3650.31%
45SELECT SECTOR SPDR TR81369Y4071,778$301,9220.31%
46VANGUARD SPECIALIZED FUNDS9219088441,709$277,5930.29%
47VANGUARD WORLD FDS92204A702584$258,2210.27%
48ISHARES TR4642886464,910$246,3350.25%
49SPDR INDEX SHS FDS78463X8896,995$227,6170.23%
50ABBVIE INCABBV1,498$201,8260.21%
51CALAMOS STRATEGIC TOTAL RETUCSQ11,404$168,2090.17%