Private Wealth Advisors

Private Wealth Advisors as of March 31, 2020

Portfolio Holdings for Private Wealth Advisors

Private Wealth Advisors holds 51 positions in its portfolio as reported in the March 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr S&p 500 Etf (SPY) 7.9 $9.8M 354k 27.82
Vanguard Value ETF (VTV) 6.9 $8.6M 97k 89.06
Consumer Staples Select Sect. SPDR (XLP) 6.2 $7.8M 142k 54.47
Proshares Tr shrt hgh yield (SJB) 6.1 $7.6M 332k 22.90
Materials SPDR (XLB) 5.9 $7.4M 165k 45.04
SPDR Gold Trust (GLD) 5.8 $7.2M 49k 148.04
Vanguard Pacific ETF (VPL) 5.5 $6.8M 124k 55.16
Utilities SPDR (XLU) 5.0 $6.2M 112k 55.41
Industrial SPDR (XLI) 4.9 $6.2M 105k 59.01
iShares S&P 500 Growth Index (IVW) 4.9 $6.1M 37k 165.05
Spdr Euro Stoxx 50 Etf (FEZ) 4.4 $5.5M 186k 29.51
Vanguard Emerging Markets ETF (VWO) 3.8 $4.7M 140k 33.55
iShares MSCI EAFE Index Fund (EFA) 3.2 $4.0M 75k 53.46
Technology SPDR (XLK) 3.1 $3.9M 49k 80.37
Health Care SPDR (XLV) 3.0 $3.8M 42k 88.59
Energy Select Sector SPDR (XLE) 2.6 $3.2M 111k 29.06
Vanguard Telecommunication Services ETF (VOX) 2.0 $2.5M 33k 76.19
Invesco Db Us Dlr Index Tr bullish (UUP) 1.7 $2.1M 79k 26.83
SPDR S&P Dividend (SDY) 1.5 $1.9M 23k 79.85
Financial Select Sector SPDR (XLF) 1.3 $1.7M 80k 20.82
Ishares Tr usa min vo (USMV) 1.3 $1.6M 29k 54.02
Apple (AAPL) 1.2 $1.4M 5.7k 254.35
Invesco Curncyshs Japanese Y japanese yen (FXY) 1.0 $1.3M 15k 88.17
Vanguard Materials ETF (VAW) 1.0 $1.2M 13k 96.20
Consumer Discretionary SPDR (XLY) 0.8 $1.0M 11k 98.09
Verizon Communications (VZ) 0.8 $1.0M 19k 53.70
Vanguard Mid-Cap ETF (VO) 0.7 $866k 6.6k 131.73
Ishares Core Msci Eafe Etf core msci eafe (IEFA) 0.6 $764k 15k 49.90
Vanguard Small-Cap Value ETF (VBR) 0.6 $749k 8.4k 88.81
Vanguard Industrials ETF (VIS) 0.6 $696k 6.3k 110.34
Vanguard Information Technology ETF (VGT) 0.5 $683k 3.2k 211.91
Vanguard Mid-Cap Value ETF (VOE) 0.5 $653k 8.0k 81.35
Vanguard Financials ETF (VFH) 0.5 $580k 11k 50.75
Archer Daniels Midland Company (ADM) 0.5 $577k 74k 7.82
JPMorgan Chase & Co. (JPM) 0.5 $574k 6.4k 90.00
Wal-Mart Stores (WMT) 0.4 $532k 4.7k 113.55
Select Sector Spdr Tr Communic etfeqty (XLC) 0.4 $455k 10k 44.26
iShares Russell 1000 Growth Index (IWF) 0.3 $395k 2.6k 150.82
Pepsi (PEP) 0.2 $312k 2.6k 120.14
Intel Corporation (INTC) 0.2 $288k 5.3k 54.21
Spdr Ser Tr sp500 high div (SPYD) 0.2 $260k 11k 24.55
iShares Dow Jones Transport. Avg. (IYT) 0.2 $259k 1.9k 138.43
Abbott Laboratories (ABT) 0.2 $241k 3.1k 78.76
United Technologies Corporation 0.2 $232k 2.5k 94.16
Vanguard European ETF (VGK) 0.2 $221k 5.1k 43.32
Bank of America Corporation (BAC) 0.2 $216k 10k 21.20
Johnson & Johnson (JNJ) 0.2 $215k 1.6k 131.10
Vanguard Short Term Corporate Bond ETF (VCSH) 0.2 $201k 2.5k 79.04
iShares Silver Trust (SLV) 0.1 $182k 292k 0.62
Putnam Municipal Opportunities Trust (PMO) 0.1 $136k 11k 11.89
iShares iBoxx $ High Yid Corp Bond (HYG) 0.0 $41k 11k 3.90