International Private Wealth Advisors
Latest statistics and disclosures from International Private Wealth Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SPY, DYFI, AAPL, XLSR, SCHX, and represent 25.18% of International Private Wealth Advisors's stock portfolio.
- Added to shares of these 10 stocks: AAPL, SPY, SPEM, AMZN, SPAB, XLSR, SPMD, BSV, UNH, GLD.
- Started 7 new stock positions in Grayscale Bitcoin Mini Trust BTC, SPMD, IEMG, MDLZ, SCHC, UNH, BSV.
- Reduced shares in these 10 stocks: SPDW, LLY, NFLX, DYFI, JPST, , NVO, QCOM, , GLDM.
- Sold out of its positions in META, LLY, LYG, MRK, NFLX, NVO, QCOM.
- International Private Wealth Advisors was a net buyer of stock by $4.8M.
- International Private Wealth Advisors has $68M in assets under management (AUM), dropping by 15.02%.
- Central Index Key (CIK): 0002022637
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Portfolio Holdings for International Private Wealth Advisors
International Private Wealth Advisors holds 121 positions in its portfolio as reported in the September 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 9.8 | $6.7M | +17% | 12k | 573.77 |
|
| Etf Opportunities Trust Idx Dynamic Fixe (DYFI) | 5.2 | $3.5M | -6% | 148k | 23.94 |
|
| Apple (AAPL) | 4.6 | $3.1M | +279% | 13k | 233.01 |
|
| Ssga Active Tr Spdr Ssga Us Sct (XLSR) | 2.9 | $2.0M | +32% | 38k | 51.83 |
|
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 2.7 | $1.9M | -2% | 28k | 67.85 |
|
| Amazon (AMZN) | 2.6 | $1.8M | +67% | 9.5k | 186.33 |
|
| Spdr Index Shs Fds Portfolio Emg Mk (SPEM) | 2.3 | $1.6M | +120% | 38k | 41.28 |
|
| Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 2.2 | $1.5M | -16% | 41k | 37.56 |
|
| Costco Wholesale Corporation (COST) | 2.1 | $1.4M | 1.6k | 886.75 |
|
|
| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 2.0 | $1.4M | -14% | 27k | 50.74 |
|
| Ssga Active Tr Spdr Ssga Fxd (FISR) | 1.9 | $1.3M | +31% | 50k | 26.59 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 1.7 | $1.1M | +2% | 9.7k | 116.96 |
|
| Spdr Ser Tr Portfolio Agrgte (SPAB) | 1.6 | $1.1M | +90% | 42k | 26.14 |
|
| Microsoft Corporation (MSFT) | 1.5 | $1.0M | -8% | 2.4k | 430.31 |
|
| Spdr Ser Tr Bloomberg 1-3 Mo (BIL) | 1.5 | $1.0M | +19% | 11k | 91.81 |
|
| Spdr Gold Tr Gold Shs (GLD) | 1.5 | $1.0M | +51% | 4.2k | 243.06 |
|
| Ishares Tr Core Us Aggbd Et (AGG) | 1.3 | $910k | +4% | 9.0k | 101.27 |
|
| NVIDIA Corporation (NVDA) | 1.3 | $883k | -3% | 7.3k | 121.44 |
|
| Spdr Ser Tr Portfolio S&p500 (SPLG) | 1.1 | $755k | +50% | 11k | 67.51 |
|
| Altria (MO) | 0.9 | $642k | -6% | 13k | 51.04 |
|
| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.9 | $630k | 7.5k | 83.75 |
|
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.9 | $607k | +47% | 1.2k | 488.07 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.9 | $607k | 9.7k | 62.32 |
|
|
| Spdr Ser Tr Portfolio Ln Tsr (SPTL) | 0.8 | $572k | -11% | 20k | 29.07 |
|
| Spdr Ser Tr Portfolio S&p600 (SPSM) | 0.8 | $552k | +68% | 12k | 45.51 |
|
| International Paper Company (IP) | 0.8 | $543k | -7% | 11k | 48.85 |
|
| Vaneck Etf Trust Fallen Angel Hg (ANGL) | 0.8 | $530k | -14% | 18k | 29.41 |
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.7 | $486k | -3% | 5.8k | 84.53 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 0.7 | $486k | +11% | 6.2k | 78.05 |
|
| Verizon Communications (VZ) | 0.7 | $484k | -4% | 11k | 44.91 |
|
| McDonald's Corporation (MCD) | 0.7 | $476k | -3% | 1.6k | 304.57 |
|
| Public Service Enterprise (PEG) | 0.7 | $475k | -7% | 5.3k | 89.21 |
|
| Kimberly-Clark Corporation (KMB) | 0.7 | $469k | -5% | 3.3k | 142.29 |
|
| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.7 | $462k | 5.6k | 83.09 |
|
|
| Pimco Etf Tr Enhan Shrt Ma Ac (MINT) | 0.7 | $453k | -2% | 4.5k | 100.69 |
|
| At&t (T) | 0.7 | $453k | -5% | 21k | 22.00 |
|
| Home Depot (HD) | 0.7 | $451k | -3% | 1.1k | 405.09 |
|
| NiSource (NI) | 0.7 | $450k | -5% | 13k | 34.65 |
|
| Key (KEY) | 0.6 | $431k | -5% | 26k | 16.75 |
|
| Pfizer (PFE) | 0.6 | $423k | -4% | 15k | 28.94 |
|
| Spdr Ser Tr Portfolio S&p400 (SPMD) | 0.6 | $416k | NEW | 7.6k | 54.68 |
|
| Us Bancorp Del Com New (USB) | 0.6 | $415k | -4% | 9.1k | 45.73 |
|
| Entergy Corporation (ETR) | 0.6 | $411k | -6% | 3.1k | 131.60 |
|
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.6 | $399k | NEW | 5.1k | 78.69 |
|
| Citizens Financial (CFG) | 0.6 | $399k | -5% | 9.7k | 41.07 |
|
| Edison International (EIX) | 0.6 | $387k | -6% | 4.4k | 87.09 |
|
| Invesco Exchange Traded Fd T S&p Midcap 400 (GRPM) | 0.6 | $382k | -5% | 3.3k | 117.08 |
|
| Watsco, Incorporated (WSO) | 0.6 | $380k | -4% | 773.00 | 492.02 |
|
| CMS Energy Corporation (CMS) | 0.6 | $376k | -5% | 5.3k | 70.64 |
|
| Omni (OMC) | 0.5 | $372k | -4% | 3.6k | 103.38 |
|
| Dominion Resources (D) | 0.5 | $371k | -5% | 6.4k | 57.79 |
|
| UnitedHealth (UNH) | 0.5 | $371k | NEW | 634.00 | 584.77 |
|
| Truist Financial Corp equities (TFC) | 0.5 | $368k | -4% | 8.6k | 42.77 |
|
| Ishares Tr Tips Bd Etf (TIP) | 0.5 | $368k | 3.3k | 110.47 |
|
|
| Regions Financial Corporation (RF) | 0.5 | $368k | -5% | 16k | 23.33 |
|
| Huntington Bancshares Incorporated (HBAN) | 0.5 | $361k | -4% | 25k | 14.70 |
|
| American Electric Power Company (AEP) | 0.5 | $361k | -5% | 3.5k | 102.61 |
|
| Prudential Financial (PRU) | 0.5 | $361k | -5% | 3.0k | 121.08 |
|
| Fmc Corp Com New (FMC) | 0.5 | $356k | -5% | 5.4k | 65.94 |
|
| Oneok (OKE) | 0.5 | $354k | -6% | 3.9k | 91.13 |
|
| International Business Machines (IBM) | 0.5 | $354k | -5% | 1.6k | 221.07 |
|
| Fifth Third Ban (FITB) | 0.5 | $341k | -6% | 8.0k | 42.84 |
|
| Nrg Energy Com New (NRG) | 0.5 | $339k | -4% | 3.7k | 91.09 |
|
| Tractor Supply Company (TSCO) | 0.5 | $339k | -10% | 1.2k | 290.93 |
|
| Best Buy (BBY) | 0.5 | $330k | -6% | 3.2k | 103.31 |
|
| Philip Morris International (PM) | 0.5 | $329k | -5% | 2.7k | 121.38 |
|
| ConAgra Foods (CAG) | 0.5 | $329k | -4% | 10k | 32.52 |
|
| Alliant Energy Corporation (LNT) | 0.5 | $323k | -6% | 5.3k | 60.69 |
|
| Wal-Mart Stores (WMT) | 0.5 | $317k | -22% | 3.9k | 80.75 |
|
| Pgim Etf Tr Pgim Ultra Sh Bd (PULS) | 0.5 | $310k | -3% | 6.2k | 49.78 |
|
| PPL Corporation (PPL) | 0.4 | $307k | -5% | 9.3k | 33.08 |
|
| World Gold Tr Spdr Gld Minis (GLDM) | 0.4 | $305k | -33% | 5.8k | 52.13 |
|
| Automatic Data Processing (ADP) | 0.4 | $299k | -8% | 1.1k | 276.73 |
|
| Direxion Shs Etf Tr Dly Smcap Bull3x (TNA) | 0.4 | $298k | +5% | 6.7k | 44.34 |
|
| DTE Energy Company (DTE) | 0.4 | $291k | -5% | 2.3k | 128.43 |
|
| Mccormick & Co Com Non Vtg (MKC) | 0.4 | $287k | -11% | 3.5k | 82.30 |
|
| Fidelity National Financial Fnf Group Com (FNF) | 0.4 | $287k | -4% | 4.6k | 62.06 |
|
| Ford Motor Company (F) | 0.4 | $285k | -3% | 27k | 10.56 |
|
| Invesco SHS (IVZ) | 0.4 | $282k | -5% | 16k | 17.56 |
|
| Lyondellbasell Industries N Shs - A - (LYB) | 0.4 | $281k | -4% | 2.9k | 95.88 |
|
| Colgate-Palmolive Company (CL) | 0.4 | $278k | -16% | 2.7k | 103.81 |
|
| Interpublic Group of Companies (IPG) | 0.4 | $278k | -4% | 8.8k | 31.63 |
|
| FirstEnergy (FE) | 0.4 | $275k | -4% | 6.2k | 44.35 |
|
| Oge Energy Corp (OGE) | 0.4 | $275k | -6% | 6.7k | 41.02 |
|
| Procter & Gamble Company (PG) | 0.4 | $274k | -11% | 1.6k | 173.15 |
|
| Amgen (AMGN) | 0.4 | $271k | -6% | 840.00 | 322.21 |
|
| Clorox Company (CLX) | 0.4 | $270k | -9% | 1.7k | 162.91 |
|
| Paychex (PAYX) | 0.4 | $268k | -9% | 2.0k | 134.19 |
|
| Newmont Mining Corporation (NEM) | 0.4 | $267k | -7% | 5.0k | 53.45 |
|
| Pepsi (PEP) | 0.4 | $265k | -2% | 1.6k | 170.05 |
|
| Wec Energy Group (WEC) | 0.4 | $263k | -4% | 2.7k | 96.19 |
|
| Hershey Company (HSY) | 0.4 | $260k | -3% | 1.4k | 191.78 |
|
| Franklin Resources (BEN) | 0.4 | $259k | -2% | 13k | 20.15 |
|
| Valero Energy Corporation (VLO) | 0.4 | $258k | -3% | 1.9k | 135.02 |
|
| Chevron Corporation (CVX) | 0.4 | $257k | -3% | 1.7k | 147.27 |
|
| Hp (HPQ) | 0.4 | $256k | -6% | 7.1k | 35.87 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.4 | $255k | -36% | 1.5k | 167.20 |
|
| Sonoco Products Company (SON) | 0.4 | $254k | -3% | 4.6k | 54.63 |
|
| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.4 | $254k | -4% | 2.3k | 109.51 |
|
| Comerica Incorporated (CMA) | 0.4 | $253k | -4% | 4.2k | 59.92 |
|
| Spdr Ser Tr Portfli Intrmdit (SPTI) | 0.4 | $252k | 8.7k | 29.06 |
|
|
| Exxon Mobil Corporation (XOM) | 0.4 | $248k | -2% | 2.1k | 117.21 |
|
| Whirlpool Corporation (WHR) | 0.4 | $248k | -3% | 2.3k | 106.99 |
|
| Ishares Core Msci Emkt (IEMG) | 0.4 | $248k | NEW | 4.3k | 57.40 |
|
| Johnson & Johnson (JNJ) | 0.4 | $246k | -5% | 1.5k | 162.09 |
|
| Ishares Gold Tr Ishares New (IAU) | 0.4 | $242k | -4% | 4.9k | 49.70 |
|
| Principal Financial (PFG) | 0.4 | $242k | -4% | 2.8k | 85.90 |
|
| Schwab Strategic Tr Intl Sceqt Etf (SCHC) | 0.4 | $241k | NEW | 6.3k | 38.53 |
|
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.4 | $241k | +4% | 3.0k | 79.42 |
|
| Visa Com Cl A (V) | 0.3 | $237k | +8% | 862.00 | 274.97 |
|
| Tesla Motors (TSLA) | 0.3 | $237k | -36% | 904.00 | 261.63 |
|
| Emerson Electric (EMR) | 0.3 | $219k | -4% | 2.0k | 109.40 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Hlt (RSPH) | 0.3 | $216k | 6.7k | 32.23 |
|
|
| Quest Diagnostics Incorporated (DGX) | 0.3 | $213k | -10% | 1.4k | 155.25 |
|
| Schwab Strategic Tr Fundamental Us S (FNDA) | 0.3 | $211k | -3% | 3.5k | 59.57 |
|
| Spdr Ser Tr Bloomberg High Y (JNK) | 0.3 | $207k | -40% | 2.1k | 97.78 |
|
| Mondelez Intl Cl A (MDLZ) | 0.3 | $203k | NEW | 2.8k | 73.67 |
|
| Nuveen Multi-Strategy Income & Growth (JPC) | 0.3 | $174k | +2% | 22k | 8.07 |
|
| Pimco High Income Com Shs (PHK) | 0.2 | $120k | +2% | 24k | 5.00 |
|
| Walgreen Boots Alliance (WBA) | 0.2 | $115k | +3% | 13k | 8.96 |
|
| Grayscale Bitcoin Mini Tr Bt SHS | 0.1 | $60k | NEW | 11k | 5.63 |
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Past Filings by International Private Wealth Advisors
SEC 13F filings are viewable for International Private Wealth Advisors going back to 2024
- International Private Wealth Advisors 2024 Q3 filed Nov. 6, 2024
- International Private Wealth Advisors 2024 Q2 filed July 31, 2024
- International Private Wealth Advisors 2023 Q4 filed May 10, 2024
- International Private Wealth Advisors 2024 Q1 filed May 10, 2024