Private Wealth Strategies, L.l.c.
CIK Number: 0001803189
498.43M
Market Value
64
# of Holdings
12 months
Avg. Holding Period
37.14%
Win Rate
15.48%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|
| 1 | EPS | Wisdomtree Tr | 1.27M | +1.35% | 72.25M | 39.1 | 14.50% |
| 2 | DGRW | Wisdomtree Tr | 722.05K | +1.83% | 56.36M | 55.46 | 11.31% |
| 3 | USMF | Wisdomtree Tr | 1.19M | +1.83% | 54.15M | 33.81 | 10.86% |
| 4 | SCHG | Schwab Strategi... | 444.27K | +1.06% | 44.8M | 74.54 | 8.99% |
| 5 | QQQ | Invesco Qqq Tr | 64.5K | +3.60% | 30.9M | 316.63 | 6.20% |
Stop Guessing, Start Knowing.
Cut through market noise with actionable insights that actually help you make confident investment decisions. No more endless research or gut-based guessing.
- Unlimited access to all data and tools
- Unlimited access to all data and tools, giving you the edge over everyone else in the market.
- Realtime Options & Dark Pool Data
- Instant access to live options & dark pool data to spot opportunities and trade with precision before the market moves.
- Top Wallstreet Analyst Ratings
- Follow ratings from the best analysts on Wall Street to stay ahead.
- Up to 30 years financial history
- We deliver premium Wall Street data with top-tier accuracy and up to 30 years of history.