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, AAPL, DYFI, AMZN, NVDA, and represent 22.19% of International Private Wealth Advisors's stock portfolio.
- Added to shares of these 10 stocks: NVDA, AAPL, SPLG, SPY, TLT, SPDW, SHY, MSFT, COST, AMZN.
- Started 36 new stock positions in FANG, AVGO, FBND, ABBV, NLY, SRLN, LULU, DTD, REET, IEF.
- Reduced shares in these 10 stocks: JPST, NEM, , DYFI, RSPH, MDLZ, FISR, Grayscale Bitcoin Mini Trust BTC, PULS, MINT.
- Sold out of its positions in Grayscale Bitcoin Mini Trust BTC, RSPH, MDLZ, NEM, VCSH.
- International Private Wealth Advisors was a net buyer of stock by $35M.
- International Private Wealth Advisors has $101M in assets under management (AUM), dropping by 47.24%.
- Central Index Key (CIK): 0002022637
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Portfolio Holdings for International Private Wealth Advisors
International Private Wealth Advisors holds 152 positions in its portfolio as reported in the December 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) | 8.0 | $8.1M | +18% | 14k | 586.09 |
|
| Apple (AAPL) | 4.9 | $4.9M | +45% | 20k | 250.42 |
|
| Etf Opportunities Trust Idx Dynamic Fixe (DYFI) | 3.2 | $3.2M | -6% | 138k | 23.28 |
|
| Amazon (AMZN) | 3.2 | $3.2M | +51% | 14k | 219.39 |
|
| NVIDIA Corporation (NVDA) | 2.9 | $2.9M | +201% | 22k | 134.29 |
|
| Ssga Active Tr Spdr Ssga Us Sct (XLSR) | 2.6 | $2.6M | +30% | 49k | 53.44 |
|
| Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 2.6 | $2.6M | +87% | 76k | 34.13 |
|
| Costco Wholesale Corporation (COST) | 2.6 | $2.6M | +75% | 2.8k | 916.41 |
|
| Spdr Ser Tr Portfolio S&p500 (SPLG) | 2.2 | $2.2M | +189% | 32k | 68.94 |
|
| Microsoft Corporation (MSFT) | 2.2 | $2.2M | +110% | 5.1k | 421.51 |
|
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 1.6 | $1.6M | +155% | 71k | 23.18 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 1.6 | $1.6M | +40% | 14k | 115.22 |
|
| Spdr Index Shs Fds Portfolio Emg Mk (SPEM) | 1.5 | $1.5M | 38k | 38.37 |
|
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 1.5 | $1.5M | +141% | 24k | 62.31 |
|
| Spdr Ser Tr Portfolio Agrgte (SPAB) | 1.4 | $1.4M | +35% | 56k | 24.99 |
|
| Ishares Tr Core Us Aggbd Et (AGG) | 1.3 | $1.3M | +46% | 13k | 96.90 |
|
| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 1.3 | $1.3M | NEW | 14k | 87.33 |
|
| Spdr Ser Tr Bloomberg 1-3 Mo (BIL) | 1.2 | $1.2M | +19% | 14k | 91.43 |
|
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 1.2 | $1.2M | NEW | 15k | 81.98 |
|
| Ssga Active Tr Spdr Ssga Fxd (FISR) | 1.2 | $1.2M | -6% | 47k | 25.36 |
|
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 1.1 | $1.1M | +175% | 14k | 77.27 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 1.1 | $1.1M | +66% | 2.1k | 511.33 |
|
| Procter & Gamble Company (PG) | 1.0 | $1.0M | +276% | 6.0k | 167.64 |
|
| Spdr Gold Tr Gold Shs (GLD) | 1.0 | $987k | -2% | 4.1k | 242.13 |
|
| Eli Lilly & Co. (LLY) | 1.0 | $957k | NEW | 1.2k | 771.88 |
|
| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 0.9 | $942k | -31% | 19k | 50.37 |
|
| Fidelity Merrimack Str Tr Total Bd Etf (FBND) | 0.8 | $850k | NEW | 19k | 44.87 |
|
| Wal-Mart Stores (WMT) | 0.8 | $825k | +132% | 9.1k | 90.35 |
|
| Ishares Tr 3 7 Yr Treas Bd (IEI) | 0.8 | $820k | NEW | 7.1k | 115.55 |
|
| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 0.8 | $777k | NEW | 8.4k | 92.45 |
|
| Ishares Core Msci Emkt (IEMG) | 0.7 | $731k | +224% | 14k | 52.22 |
|
| Spdr Ser Tr Portfolio Ln Tsr (SPTL) | 0.7 | $717k | +39% | 27k | 26.19 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.7 | $679k | +133% | 3.6k | 190.42 |
|
| Vaneck Etf Trust Fallen Angel Hg (ANGL) | 0.7 | $678k | +31% | 24k | 28.67 |
|
| Altria (MO) | 0.7 | $657k | 13k | 52.29 |
|
|
| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.6 | $647k | NEW | 6.1k | 106.84 |
|
| Abbvie (ABBV) | 0.6 | $644k | NEW | 3.6k | 177.72 |
|
| Spdr Ser Tr Portfolio S&p600 (SPSM) | 0.6 | $612k | +12% | 14k | 44.92 |
|
| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.6 | $603k | 7.5k | 80.27 |
|
|
| Oneok (OKE) | 0.6 | $585k | +49% | 5.8k | 100.39 |
|
| International Paper Company (IP) | 0.6 | $561k | -6% | 10k | 53.82 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.6 | $554k | NEW | 2.9k | 189.33 |
|
| Visa Com Cl A (V) | 0.6 | $554k | +103% | 1.8k | 316.08 |
|
| Nike CL B (NKE) | 0.5 | $547k | NEW | 7.2k | 75.67 |
|
| At&t (T) | 0.5 | $529k | +12% | 23k | 22.77 |
|
| Invesco Exchange Traded Fd T S&p Midcap 400 (GRPM) | 0.5 | $525k | +42% | 4.7k | 112.75 |
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.5 | $517k | NEW | 2.9k | 178.09 |
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.5 | $504k | +220% | 19k | 27.32 |
|
| Spdr Ser Tr Bloomberg High Y (JNK) | 0.5 | $502k | +148% | 5.3k | 95.47 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.5 | $486k | NEW | 1.1k | 453.28 |
|
| NiSource (NI) | 0.5 | $474k | 13k | 36.76 |
|
|
| McDonald's Corporation (MCD) | 0.5 | $468k | +3% | 1.6k | 289.81 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 0.5 | $467k | +6% | 6.6k | 70.28 |
|
| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.5 | $462k | +200% | 17k | 27.71 |
|
| Entergy Corporation (ETR) | 0.5 | $460k | +94% | 6.1k | 75.82 |
|
| Home Depot (HD) | 0.4 | $451k | +4% | 1.2k | 388.90 |
|
| Public Service Enterprise (PEG) | 0.4 | $450k | 5.3k | 84.49 |
|
|
| Exxon Mobil Corporation (XOM) | 0.4 | $449k | +97% | 4.2k | 107.57 |
|
| Tesla Motors (TSLA) | 0.4 | $448k | +22% | 1.1k | 403.84 |
|
| Verizon Communications (VZ) | 0.4 | $446k | +3% | 11k | 39.99 |
|
| Kimberly-Clark Corporation (KMB) | 0.4 | $442k | +2% | 3.4k | 131.06 |
|
| Key (KEY) | 0.4 | $440k | 26k | 17.14 |
|
|
| Spdr Ser Tr Portfolio S&p400 (SPMD) | 0.4 | $439k | +5% | 8.0k | 54.69 |
|
| Us Bancorp Del Com New (USB) | 0.4 | $434k | 9.1k | 47.83 |
|
|
| Citizens Financial (CFG) | 0.4 | $422k | 9.6k | 43.76 |
|
|
| Pfizer (PFE) | 0.4 | $403k | +3% | 15k | 26.53 |
|
| Pimco Etf Tr Enhan Shrt Ma Ac (MINT) | 0.4 | $400k | -11% | 4.0k | 100.34 |
|
| Huntington Bancshares Incorporated (HBAN) | 0.4 | $399k | 25k | 16.27 |
|
|
| Wisdomtree Tr Us Total Dividnd (DTD) | 0.4 | $390k | NEW | 5.1k | 75.86 |
|
| Truist Financial Corp equities (TFC) | 0.4 | $380k | 8.8k | 43.38 |
|
|
| JPMorgan Chase & Co. (JPM) | 0.4 | $372k | NEW | 1.6k | 239.67 |
|
| Watsco, Incorporated (WSO) | 0.4 | $371k | 782.00 | 473.86 |
|
|
| Regions Financial Corporation (RF) | 0.4 | $368k | 16k | 23.52 |
|
|
| Ishares Tr Mbs Etf (MBB) | 0.4 | $367k | NEW | 4.0k | 91.68 |
|
| UnitedHealth (UNH) | 0.4 | $365k | +13% | 722.00 | 505.66 |
|
| Edison International (EIX) | 0.4 | $362k | +2% | 4.5k | 79.84 |
|
| CMS Energy Corporation (CMS) | 0.4 | $360k | 5.4k | 66.65 |
|
|
| Prudential Financial (PRU) | 0.4 | $357k | 3.0k | 118.54 |
|
|
| Ishares Tr Tips Bd Etf (TIP) | 0.4 | $355k | 3.3k | 106.55 |
|
|
| Dominion Resources (D) | 0.4 | $354k | +2% | 6.6k | 53.86 |
|
| International Business Machines (IBM) | 0.3 | $348k | 1.6k | 219.85 |
|
|
| Fifth Third Ban (FITB) | 0.3 | $340k | 8.0k | 42.28 |
|
|
| Nrg Energy Com New (NRG) | 0.3 | $338k | 3.7k | 90.22 |
|
|
| Ishares Tr Msci Intl Qualty (IQLT) | 0.3 | $337k | NEW | 9.1k | 37.12 |
|
| American Electric Power Company (AEP) | 0.3 | $331k | +2% | 3.6k | 92.22 |
|
| Automatic Data Processing (ADP) | 0.3 | $325k | +2% | 1.1k | 292.73 |
|
| Philip Morris International (PM) | 0.3 | $323k | 2.7k | 120.37 |
|
|
| Spdr Index Shs Fds S&p Intl Smlcp (GWX) | 0.3 | $322k | NEW | 10k | 30.98 |
|
| Tractor Supply Company (TSCO) | 0.3 | $321k | +419% | 6.1k | 53.06 |
|
| Meta Platforms Cl A (META) | 0.3 | $320k | NEW | 546.00 | 585.55 |
|
| Alliant Energy Corporation (LNT) | 0.3 | $319k | 5.4k | 59.14 |
|
|
| Omni (OMC) | 0.3 | $314k | 3.7k | 86.04 |
|
|
| Spdr Ser Tr Bloomberg Enhncd (CERY) | 0.3 | $305k | NEW | 12k | 25.88 |
|
| World Gold Tr Spdr Gld Minis (GLDM) | 0.3 | $303k | 5.8k | 51.99 |
|
|
| PPL Corporation (PPL) | 0.3 | $302k | 9.3k | 32.46 |
|
|
| ConAgra Foods (CAG) | 0.3 | $295k | +5% | 11k | 27.75 |
|
| Duke Energy Corp Com New (DUK) | 0.3 | $295k | NEW | 2.7k | 107.74 |
|
| Spdr Ser Tr Portfolio Intrmd (SPIB) | 0.3 | $291k | NEW | 8.9k | 32.76 |
|
| Invesco Actvely Mngd Etc Optimum Yield (PDBC) | 0.3 | $285k | NEW | 22k | 12.99 |
|
| Invesco SHS (IVZ) | 0.3 | $283k | 16k | 17.48 |
|
|
| Paychex (PAYX) | 0.3 | $282k | 2.0k | 140.22 |
|
|
| Direxion Shs Etf Tr Dly Smcap Bull3x (TNA) | 0.3 | $282k | 6.7k | 41.88 |
|
|
| Best Buy (BBY) | 0.3 | $281k | +2% | 3.3k | 85.79 |
|
| Ford Motor Company (F) | 0.3 | $280k | +4% | 28k | 9.90 |
|
| DTE Energy Company (DTE) | 0.3 | $279k | 2.3k | 120.74 |
|
|
| Oge Energy Corp (OGE) | 0.3 | $277k | 6.7k | 41.25 |
|
|
| Mccormick & Co Com Non Vtg (MKC) | 0.3 | $276k | +3% | 3.6k | 76.24 |
|
| Valero Energy Corporation (VLO) | 0.3 | $276k | +17% | 2.3k | 122.57 |
|
| Franklin Resources (BEN) | 0.3 | $274k | +5% | 14k | 20.29 |
|
| Clorox Company (CLX) | 0.3 | $273k | 1.7k | 162.41 |
|
|
| Whirlpool Corporation (WHR) | 0.3 | $273k | +2% | 2.4k | 114.50 |
|
| Fmc Corp Com New (FMC) | 0.3 | $272k | +3% | 5.6k | 48.61 |
|
| Spdr Ser Tr Bloomberg Emg Mk (EMHC) | 0.3 | $270k | NEW | 11k | 23.78 |
|
| Schwab Strategic Tr Intl Sceqt Etf (SCHC) | 0.3 | $266k | +23% | 7.8k | 34.33 |
|
| Wec Energy Group (WEC) | 0.3 | $265k | +3% | 2.8k | 94.03 |
|
| Interpublic Group of Companies (IPG) | 0.3 | $264k | +7% | 9.4k | 28.02 |
|
| Ssga Active Etf Tr Blackstone Senr (SRLN) | 0.3 | $263k | NEW | 6.3k | 41.73 |
|
| Fidelity National Financial Fnf Group Com (FNF) | 0.3 | $263k | 4.7k | 56.14 |
|
|
| Comerica Incorporated (CMA) | 0.3 | $263k | 4.2k | 61.86 |
|
|
| Advanced Micro Devices (AMD) | 0.3 | $258k | NEW | 2.1k | 120.79 |
|
| Chevron Corporation (CVX) | 0.3 | $257k | 1.8k | 144.84 |
|
|
| Pgim Etf Tr Pgim Ultra Sh Bd (PULS) | 0.3 | $257k | -16% | 5.2k | 49.55 |
|
| Select Sector Spdr Tr Energy (XLE) | 0.3 | $252k | NEW | 2.9k | 85.66 |
|
| FirstEnergy (FE) | 0.3 | $252k | +2% | 6.3k | 39.78 |
|
| Broadcom (AVGO) | 0.3 | $252k | NEW | 1.1k | 231.88 |
|
| Colgate-Palmolive Company (CL) | 0.2 | $251k | +2% | 2.8k | 90.91 |
|
| Emerson Electric (EMR) | 0.2 | $249k | 2.0k | 123.92 |
|
|
| Ge Vernova (GEV) | 0.2 | $248k | NEW | 753.00 | 328.93 |
|
| Diamondback Energy (FANG) | 0.2 | $247k | NEW | 1.5k | 163.83 |
|
| Pepsi (PEP) | 0.2 | $242k | 1.6k | 152.06 |
|
|
| Spdr Ser Tr Portfli Intrmdit (SPTI) | 0.2 | $241k | 8.7k | 27.88 |
|
|
| Lyondellbasell Industries N Shs - A - (LYB) | 0.2 | $237k | +8% | 3.2k | 74.26 |
|
| Hp (HPQ) | 0.2 | $237k | 7.3k | 32.63 |
|
|
| Sonoco Products Company (SON) | 0.2 | $237k | +4% | 4.8k | 48.85 |
|
| Hershey Company (HSY) | 0.2 | $236k | +2% | 1.4k | 169.35 |
|
| Amgen (AMGN) | 0.2 | $235k | +7% | 903.00 | 260.50 |
|
| Annaly Capital Management In Com New (NLY) | 0.2 | $231k | NEW | 13k | 18.30 |
|
| Principal Financial (PFG) | 0.2 | $222k | +2% | 2.9k | 77.41 |
|
| Johnson & Johnson (JNJ) | 0.2 | $221k | 1.5k | 144.66 |
|
|
| Schwab Strategic Tr Fundamental Us S (FNDA) | 0.2 | $219k | +108% | 7.4k | 29.70 |
|
| Lululemon Athletica (LULU) | 0.2 | $213k | NEW | 558.00 | 382.41 |
|
| Palo Alto Networks (PANW) | 0.2 | $211k | NEW | 1.2k | 181.96 |
|
| Quest Diagnostics Incorporated (DGX) | 0.2 | $211k | +2% | 1.4k | 150.86 |
|
| Raytheon Technologies Corp (RTX) | 0.2 | $211k | NEW | 1.8k | 115.71 |
|
| Vaneck Etf Trust Jp Mrgan Em Loc (EMLC) | 0.2 | $208k | NEW | 9.0k | 23.11 |
|
| Ishares Tr Global Reit Etf (REET) | 0.2 | $207k | NEW | 8.6k | 23.97 |
|
| Ishares Gold Tr Ishares New (IAU) | 0.2 | $206k | -14% | 4.2k | 49.51 |
|
| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.2 | $202k | 2.3k | 86.30 |
|
|
| Nuveen Multi-Strategy Income & Growth (JPC) | 0.2 | $175k | +3% | 22k | 7.86 |
|
| Walgreen Boots Alliance (WBA) | 0.1 | $137k | +14% | 15k | 9.33 |
|
| Pimco High Income Com Shs (PHK) | 0.1 | $120k | +2% | 25k | 4.86 |
|
| Telefonaktiebolaget Lm Erics Adr B Sek 10 (ERIC) | 0.1 | $108k | NEW | 13k | 8.06 |
|
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 Q4 filed Jan. 29, 2025
- 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