Private Capital Group, LLC 13F Holdings

CIK 0001732854 · WEST HARTFORD, CT

As of Jun 30, 2022, Private Capital Group, LLC reported 1,944 positions worth $92.8K in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
VANGUARD LARGE-CAP INDEX FUNDVV—25,493$4.4K4.73%
VANGUARD VALUE INDEX FUNDVTV—30,424$4.0K4.32%
APPLE INCAAPLTechnology28,437$3.9K4.19%
VANGUARD GROWTH INDEX FUNDVUG—16,638$3.7K4.00%
VANGUARD TAX-MANAGED FUNDSVEA—77,139$3.1K3.39%
MICROSOFT CORPMSFTTechnology10,936$2.8K3.03%
VANGUARD MID-CAP GROWTH ETFVOT—12,476$2.2K2.36%
VANGUARD TOTAL STOCK MKT ETFVTI—11,062$2.1K2.25%
VANGUARD MID-CAP VALUE INDEX FUNDVOE—15,642$2.0K2.18%
ISHARES CORE S&P 500 ETFIVV—4,959 .9K2.03%
VANGUARD MID-CAP INDEX FUNDVO—7,610 .5K1.62%
VANGUARD 500 INDEX FUNDVOO—3,287 .1K1.23%
ISHARES CORE S&P TOTAL US STOCK MARKET ETFITOT—13,671 .1K1.23%
ALPHABET INCGOOGLEquity512 .1K1.20%
AMAZON.COM INCAMZNEquity10,411 .1K1.19%
ALPHABET INCGOOGEquity454$993.01.07%
VANGUARD SMALL-CAP INDEX FUNDVB—5,475$964.01.04%
ISHARES ESG OPTIMIZED MSCI USA ETFSUSA—11,666$941.01.01%
BERKSHIRE HATHAWAY INCBRK/BFinancial Services3,288$898.00.97%
TESLA INCTSLAConsumer Cyclical1,258$847.00.91%
ISHARES RUSSELL 1000 ETFIWB—4,029$837.00.90%
PROCTER & GAMBLE COPGConsumer Defensive5,654$813.00.88%
JOHNSON & JOHNSONJNJHealthcare4,412$783.00.84%
VANGUARD SMALL-CAP GROWTH INDEX FUNDVBK—3,782$745.00.80%
ACCENTURE PLCACNTechnology2,681$745.00.80%