Private Wealth Management Group, LLC
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| JPMORGAN CHASE & CO | $566.1K | 0.2% |
| Broadcom Inc. | $536.1K | 0.1% |
| ISHARES TR | $496.1K | 0.1% |
| SCHWAB STRATEGIC TR | $493.1K | 0.1% |
| ISHARES TR | $483.7K | 0.1% |
| PROCTER & GAMBLE Co | $478.9K | 0.1% |
| SCHWAB STRATEGIC TR | $462.2K | 0.1% |
| Alphabet Inc. | $455.9K | 0.1% |
| EXXON MOBIL CORP | $428.8K | 0.1% |
| HOME DEPOT, INC. | $417.1K | 0.1% |
| Meta Platforms Inc | $414.5K | 0.1% |
| NUSHARES ETF TR | $410.4K | 0.1% |
| MANAGER DIRECTED PORTFOLIOS | $410.1K | 0.1% |
| ISHARES TR | $403.0K | 0.1% |
| VANGUARD CHARLOTTE FDS | $392.0K | 0.1% |
| INTERNATIONAL BUSINESS MACHINES CORP | $370.3K | 0.1% |
| ISHARES TR | $358.5K | 0.1% |
| VANGUARD INDEX FDS | $357.1K | 0.1% |
| AUTOMATIC DATA PROCESSING INC | $339.5K | 0.1% |
| BANK OF AMERICA CORP /DE | $329.1K | 0.1% |
| VANGUARD INDEX FDS | $324.9K | 0.1% |
| INVESCO QQQ TR | $320.9K | 0.1% |
| VANGUARD INDEX FDS | $287.4K | 0.1% |
| ISHARES TR | $281.1K | 0.1% |
| AbbVie Inc. | $275.1K | 0.1% |
| ISHARES TR | $274.5K | 0.1% |
| DANAHER CORP /DE | $270.8K | 0.1% |
| Merck & Co., Inc. | $267.3K | 0.1% |
| THE GOLDMAN SACHS GROUP, INC. | $255.8K | 0.1% |
| ISHARES TR | $249.5K | 0.1% |
| PUBLIC SERVICE ENTERPRISE GROUP INC | $246.4K | 0.1% |
| SPDR SERIES TRUST | $241.6K | 0.1% |
| SCHWAB STRATEGIC TR | $218.3K | 0.1% |
| ISHARES TR | $216.2K | 0.1% |
| ELI LILLY & Co | $210.6K | 0.1% |
| Mastercard Inc | $208.9K | 0.1% |
| Tesla Inc | $198.2K | 0.1% |
| O REILLY AUTOMOTIVE INC | $192.9K | 0.1% |
| VANGUARD WORLD FD | $185.2K | 0.0% |
| ISHARES TR | $174.3K | 0.0% |
| MCDONALD'S CORP | $173.1K | 0.0% |
| ROYAL CARIBBEAN CRUISES LTD | $170.4K | 0.0% |
| ISHARES TR | $165.6K | 0.0% |
| Walt Disney Co | $160.2K | 0.0% |
| ISHARES BITCOIN TRUST ETF | $154.8K | 0.0% |
| VERIZON COMMUNICATIONS INC | $151.2K | 0.0% |
| Eaton Corp plc | $151.0K | 0.0% |
| VANGUARD SCOTTSDALE FDS | $145.7K | 0.0% |
| VANGUARD INDEX FDS | $145.5K | 0.0% |
| COSTCO WHOLESALE CORP /NEW | $142.8K | 0.0% |