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The Analysis of Premier Private Wealth Management LLC's Holdings & P&L

Currently, Premier Private Wealth Management LLC holds 53 types of securities in its portfolio with a total value $94.8M. In the most recent quarter, they have increased their positions in LMBS (+63.6K shares, valued at $3.2M), SCHD (+85.0K shares, valued at $2.6M), DTCR (+64.8K shares, valued at $1.6M); decreased their positions in BIL (-30.6K shares, valued at $2.8M), SPYM (-29.9K shares, valued at $2.3M), DGRW (-23.0K shares, valued at $2.0M); initiated new positions in LMBS (+63.6K shares, valued at $3.2M), DTCR (+64.8K shares, valued at $1.6M), SKOR (+10.5K shares, valued at $508.1K).

1M P&L

+1.1M+1.11%

3M P&L

+1.8M+1.87%

HY P&L

+5.3M+5.58%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A82.6M

91.2%

2Consumer Electronics2.3M

2.5%

3REIT - Industrial1.7M

1.8%

Top Industries by Stock Count

1N/A40 stocks

83.3%

2Consumer Electronics1 stocks

2.1%

3REIT - Industrial1 stocks

2.1%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SCHD SCHWAB STRATEGIC TR275.8K shares44.51%2026-03-312026-05-07

SDY SPDR SERIES TRUST52.2K shares1.16%2026-03-312026-05-07

RDVY FIRST TR EXCHANGE TRADED FD95.6K shares28.55%2026-03-312026-05-07

QQQM INVESCO EXCH TRADED FD TR II24.5K shares18.39%2026-03-312026-05-07

IEFA ISHARES TR59.5K shares0.89%2026-03-312026-05-07

DGRW WISDOMTREE TR53.6K shares-30.00%2026-03-312026-05-07

SPSM SPDR SERIES TRUST96.2K shares0.45%2026-03-312026-05-07

IMCG ISHARES TR57.3K shares25.79%2026-03-312026-05-07

Sponsored

TOTL SSGA ACTIVE ETF TR96.3K shares-6.71%2026-03-312026-05-07

DDWM WISDOMTREE TR79.4K shares-10.52%2026-03-312026-05-07

LMBS FIRST TR EXCHANGE-TRADED FD63.6K sharesnew addition2026-03-312026-05-07

DGS WISDOMTREE TR49.3K shares-19.73%2026-03-312026-05-07

FENI FIDELITY COVINGTON TRUST76.3K shares24.56%2026-03-312026-05-07

AAPL APPLE INC9.1K shares-0.11%2026-03-312026-05-07

XLRE SELECT SECTOR SPDR TR52.0K shares-29.04%2026-03-312026-05-07

BND VANGUARD BD INDEX FDS28.5K shares11.46%2026-03-312026-05-07

Sponsored

INVESCO QQQ TR INVESCO QQQ TR3.1K shares-0.62%2026-03-312026-05-07

SMA SMARTSTOP SELF STORAG REIT I54.5K shares-26.90%2026-03-312026-05-07

XLK SELECT SECTOR SPDR TR11.9K shares2.43%2026-03-312026-05-07

BIL SPDR SERIES TRUST17.0K shares-64.20%2026-03-312026-05-07

DTCR GLOBAL X FDS64.8K sharesnew addition2026-03-312026-05-07

ETFS GOLD TR ETFS GOLD TR33.8K shares20.84%2026-03-312026-05-07

MCK MCKESSON CORP1.7K shares0.00%2026-03-312026-05-07

MSFT MICROSOFT CORP2.7K shares-1.65%2026-03-312026-05-07

Sponsored

MUB ISHARES TR8.8K shares246.31%2026-03-312026-05-07

XAR SPDR SERIES TRUST3.0K shares3.72%2026-03-312026-05-07

AMZN AMAZON COM INC3.5K shares-0.54%2026-03-312026-05-07

SPYM SPDR SERIES TRUST8.3K shares-78.21%2026-03-312026-05-07

SDVY FIRST TR EXCHANGE TRADED FD14.2K shares-14.85%2026-03-312026-05-07

XLE SELECT SECTOR SPDR TR9.1K shares8.28%2026-03-312026-05-07

QYLD GLOBAL X FDS29.7K shares-55.22%2026-03-312026-05-07

SKOR FLEXSHARES TR10.5K sharesnew addition2026-03-312026-05-07

Sponsored

BILS SPDR SERIES TRUST4.7K shares-52.35%2026-03-312026-05-07

HDV ISHARES TR3.3K shares0.00%2026-03-312026-05-07

PCOR PROCORE TECHNOLOGIES INC7.7K shares0.00%2026-03-312026-05-07

HYMB SPDR SERIES TRUST17.6K shares53.84%2026-03-312026-05-07

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL903 shares0.00%2026-03-312026-05-07

XLP SELECT SECTOR SPDR TR5.1K shares-3.80%2026-03-312026-05-07

XLF SELECT SECTOR SPDR TR8.3K shares5.60%2026-03-312026-05-07

AOM ISHARES TR8.3K shares1.13%2026-03-312026-05-07

Sponsored

AOR ISHARES TR6.0K shares0.34%2026-03-312026-05-07

TQQQ PROSHARES TR9.1K shares-2.79%2026-03-312026-05-07

SCHK SCHWAB STRATEGIC TR11.9K shares-5.29%2026-03-312026-05-07

PSMJ PACER FDS TR10.3K shares0.00%2026-03-312026-05-07

AOA ISHARES TR3.2K shares0.79%2026-03-312026-05-07

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW2.1K shares-8.81%2026-03-312026-05-07

NVDA NVIDIA CORPORATION1.5K shares3.10%2026-03-312026-05-07

SPDW SPDR INDEX SHS FDS5.7K shares5.70%2026-03-312026-05-07

Sponsored

GLD SPDR GOLD TR556 shares-1.07%2026-03-312026-05-07

HYG ISHARES TR2.8K sharesnew addition2026-03-312026-05-07

XLC SELECT SECTOR SPDR TR1.9K sharesnew addition2026-03-312026-05-07

JNJ JOHNSON & JOHNSON836 sharesnew addition2026-03-312026-05-07

BROADCOM INC BROADCOM INC654 shares1.08%2026-03-312026-05-07

SCHD

SCHWAB STRATEGIC TR

44.51%

Shares275.8K

Event2026-03-31

Filed2026-05-07

SDY

SPDR SERIES TRUST

1.16%

Shares52.2K

Event2026-03-31

Filed2026-05-07

RDVY

FIRST TR EXCHANGE TRADED FD

28.55%

Shares95.6K

Event2026-03-31

Filed2026-05-07

QQQM

INVESCO EXCH TRADED FD TR II

18.39%

Shares24.5K

Event2026-03-31

Filed2026-05-07

IEFA

ISHARES TR

0.89%

Shares59.5K

Event2026-03-31

Filed2026-05-07

DGRW

WISDOMTREE TR

-30.00%

Shares53.6K

Event2026-03-31

Filed2026-05-07

SPSM

SPDR SERIES TRUST

0.45%

Shares96.2K

Event2026-03-31

Filed2026-05-07

IMCG

ISHARES TR

25.79%

Shares57.3K

Event2026-03-31

Filed2026-05-07

TOTL

SSGA ACTIVE ETF TR

-6.71%

Shares96.3K

Event2026-03-31

Filed2026-05-07

DDWM

WISDOMTREE TR

-10.52%

Shares79.4K

Event2026-03-31

Filed2026-05-07

LMBS

FIRST TR EXCHANGE-TRADED FD

New

Shares63.6K

Event2026-03-31

Filed2026-05-07

DGS

WISDOMTREE TR

-19.73%

Shares49.3K

Event2026-03-31

Filed2026-05-07

FENI

FIDELITY COVINGTON TRUST

24.56%

Shares76.3K

Event2026-03-31

Filed2026-05-07

AAPL

APPLE INC

-0.11%

Shares9.1K

Event2026-03-31

Filed2026-05-07

XLRE

SELECT SECTOR SPDR TR

-29.04%

Shares52.0K

Event2026-03-31

Filed2026-05-07

BND

VANGUARD BD INDEX FDS

11.46%

Shares28.5K

Event2026-03-31

Filed2026-05-07

INVESCO QQQ TR

-0.62%

Shares3.1K

Event2026-03-31

Filed2026-05-07

SMA

SMARTSTOP SELF STORAG REIT I

-26.90%

Shares54.5K

Event2026-03-31

Filed2026-05-07

XLK

SELECT SECTOR SPDR TR

2.43%

Shares11.9K

Event2026-03-31

Filed2026-05-07

BIL

SPDR SERIES TRUST

-64.20%

Shares17.0K

Event2026-03-31

Filed2026-05-07

DTCR

GLOBAL X FDS

New

Shares64.8K

Event2026-03-31

Filed2026-05-07

ETFS GOLD TR

20.84%

Shares33.8K

Event2026-03-31

Filed2026-05-07

MCK

MCKESSON CORP

0.00%

Shares1.7K

Event2026-03-31

Filed2026-05-07

MSFT

MICROSOFT CORP

-1.65%

Shares2.7K

Event2026-03-31

Filed2026-05-07

MUB

ISHARES TR

246.31%

Shares8.8K

Event2026-03-31

Filed2026-05-07

XAR

SPDR SERIES TRUST

3.72%

Shares3.0K

Event2026-03-31

Filed2026-05-07

AMZN

AMAZON COM INC

-0.54%

Shares3.5K

Event2026-03-31

Filed2026-05-07

SPYM

SPDR SERIES TRUST

-78.21%

Shares8.3K

Event2026-03-31

Filed2026-05-07

SDVY

FIRST TR EXCHANGE TRADED FD

-14.85%

Shares14.2K

Event2026-03-31

Filed2026-05-07

XLE

SELECT SECTOR SPDR TR

8.28%

Shares9.1K

Event2026-03-31

Filed2026-05-07

QYLD

GLOBAL X FDS

-55.22%

Shares29.7K

Event2026-03-31

Filed2026-05-07

SKOR

FLEXSHARES TR

New

Shares10.5K

Event2026-03-31

Filed2026-05-07

BILS

SPDR SERIES TRUST

-52.35%

Shares4.7K

Event2026-03-31

Filed2026-05-07

HDV

ISHARES TR

0.00%

Shares3.3K

Event2026-03-31

Filed2026-05-07

PCOR

PROCORE TECHNOLOGIES INC

0.00%

Shares7.7K

Event2026-03-31

Filed2026-05-07

HYMB

SPDR SERIES TRUST

53.84%

Shares17.6K

Event2026-03-31

Filed2026-05-07

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares903

Event2026-03-31

Filed2026-05-07

XLP

SELECT SECTOR SPDR TR

-3.80%

Shares5.1K

Event2026-03-31

Filed2026-05-07

XLF

SELECT SECTOR SPDR TR

5.60%

Shares8.3K

Event2026-03-31

Filed2026-05-07

AOM

ISHARES TR

1.13%

Shares8.3K

Event2026-03-31

Filed2026-05-07

AOR

ISHARES TR

0.34%

Shares6.0K

Event2026-03-31

Filed2026-05-07

TQQQ

PROSHARES TR

-2.79%

Shares9.1K

Event2026-03-31

Filed2026-05-07

SCHK

SCHWAB STRATEGIC TR

-5.29%

Shares11.9K

Event2026-03-31

Filed2026-05-07

PSMJ

PACER FDS TR

0.00%

Shares10.3K

Event2026-03-31

Filed2026-05-07

AOA

ISHARES TR

0.79%

Shares3.2K

Event2026-03-31

Filed2026-05-07

DUKE ENERGY CORP NEW

-8.81%

Shares2.1K

Event2026-03-31

Filed2026-05-07

NVDA

NVIDIA CORPORATION

3.10%

Shares1.5K

Event2026-03-31

Filed2026-05-07

SPDW

SPDR INDEX SHS FDS

5.70%

Shares5.7K

Event2026-03-31

Filed2026-05-07

GLD

SPDR GOLD TR

-1.07%

Shares556

Event2026-03-31

Filed2026-05-07

HYG

ISHARES TR

New

Shares2.8K

Event2026-03-31

Filed2026-05-07

XLC

SELECT SECTOR SPDR TR

New

Shares1.9K

Event2026-03-31

Filed2026-05-07

JNJ

JOHNSON & JOHNSON

New

Shares836

Event2026-03-31

Filed2026-05-07

BROADCOM INC

1.08%

Shares654

Event2026-03-31

Filed2026-05-07

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available