Premier Private Wealth Management LLC - Portfolio overview

Premier Private Wealth Management LLC has 53 reported holdings in this dataset, with the latest filing dated 2026-05-07.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Real Estate.

Largest reported holdings by portfolio allocation

1. SCHD - SCHWAB STRATEGIC TR, 8.93%
2. SDY - SPDR SERIES TRUST, 8.04%
3. RDVY - FIRST TR EXCHANGE TRADED FD, 6.88%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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