Premier Private Wealth Management LLC
CIK: 0002056550SEC EDGAR →
Portfolio Value
$96.5M
Holdings
50
As of
Q4 2025
New Positions
50
Closed Positions
0
Portfolio Value History
No historical data available yet. Chart will appear after multiple quarterly filings.
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | SPDR SERIES TRUST | 51,636 | $7.7M | 7.98% |
| 2 | WISDOMTREE TR | 76,507 | $7.0M | 7.30% |
| 3 | SCHWAB STRATEGIC TR | 190,874 | $5.7M | 5.93% |
| 4 | ISHARES TR | 58,937 | $5.6M | 5.77% |
| 5 | FIRST TR EXCHANGE TRADED FD | 74,375 | $5.4M | 5.64% |
| 6 | INVESCO EXCH TRADED FD TR II | 20,687 | $5.3M | 5.53% |
| 7 | SPDR SERIES TRUST | 95,808 | $4.8M | 4.97% |
| 8 | SPDR SERIES TRUST | 47,596 | $4.3M | 4.51% |
| 9 | SSGA ACTIVE ETF TR | 103,209 | $4.1M | 4.29% |
| 10 | WISDOMTREE TR | 88,698 | $4.0M | 4.20% |
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 36 | $78.4M | 81.3% |
| Unknown | 5 | $8.6M | 8.9% |
| Technology | 5 | $4.5M | 4.7% |
| Real Estate | 1 | $2.3M | 2.4% |
| Healthcare | 1 | $1.4M | 1.5% |
| Consumer Cyclical | 1 | $854K | 0.9% |
| Utilities | 1 | $271K | 0.3% |