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Private Wealth Advisors

Latest statistics and disclosures from Private Wealth Advisors's latest quarterly 13F-HR filing:

Top 5 stock holdings are GLD, DBA, VWO, XLV, XLP, and represent 27.36% of Private Wealth Advisors's stock portfolio.
Added to shares of these 10 stocks: VWO (+$7.9M), EMXC (+$5.1M), TLT, PALL, XLU, URNM, FXY, CAT, IEUR, FEZ.
Started 6 new stock positions in CAT, PALL, MCD, EMXC, FXI, TLT.
Reduced shares in these 10 stocks: GLD (-$19M), XLP, , XLV, DEM, XCEM, EWM, BROS, PDBA, VPL.
Sold out of its positions in XCEM, BROS, EWM, SPTL.
Private Wealth Advisors was a net seller of stock by $-16M.
Private Wealth Advisors has $261M in assets under management (AUM), dropping by 0.54%.
Central Index Key (CIK): 0001787027

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Positions held by Private Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Private Wealth Advisors

Private Wealth Advisors holds 78 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 Gold Tr Gold Shs (GLD)	7.2	$19M	-50%	77k	245.61	View chart
Invesco Db Multi-sector Comm Agriculture Fd Put Option (DBA)	5.7	$15M		585k	25.51	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	5.1	$13M	+142%	278k	48.21	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	4.8	$13M	-17%	83k	153.21	View chart
Select Sector Spdr Tr Sbi Cons Stpls (XLP)	4.4	$12M	-28%	140k	82.72	View chart
Spdr Ser Tr Portfolio Sh Tsr (SPTS)	3.4	$9.0M		307k	29.33	View chart
Archer Daniels Midland Company (ADM)	3.4	$9.0M		151k	59.52	View chart
Select Sector Spdr Tr Technology (XLK)	3.2	$8.4M		38k	220.26	View chart
Vanguard Index Fds Value Etf (VTV)	3.0	$7.9M	-2%	45k	174.15	View chart
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL)	2.9	$7.6M	-14%	97k	78.23	View chart
Spdr Index Shs Fds Euro Stoxx 50 (FEZ)	2.8	$7.2M	+7%	138k	52.41	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	2.6	$6.8M		72k	94.41	View chart
Ishares Tr Core Msci Euro (IEUR)	2.5	$6.6M	+9%	110k	60.27	View chart
Select Sector Spdr Tr Sbi Materials (XLB)	2.5	$6.4M		67k	96.14	View chart
Wisdomtree Tr Emer Mkt High Fd (DEM)	2.4	$6.2M	-30%	140k	44.14	View chart
Select Sector Spdr Tr Sbi Int-utils (XLU)	2.1	$5.6M	+42%	69k	81.43	View chart
Ishares Msci Emrg Chn (EMXC)	1.9	$5.1M	NEW	84k	60.71	View chart
Select Sector Spdr Tr Energy (XLE)	1.9	$5.1M		57k	89.80	View chart
Ishares Tr Msci Uk Etf New (EWU)	1.9	$5.0M	-4%	133k	37.34	View chart
Select Sector Spdr Tr Indl (XLI)	1.8	$4.8M		35k	135.51	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	1.8	$4.7M	NEW	48k	98.49	View chart
Select Sector Spdr Tr Financial (XLF)	1.8	$4.6M		103k	45.08	View chart
Invesco Actvely Mngd Etc Agri Cmdty Stra (PDBA)	1.7	$4.4M	-25%	119k	36.85	View chart
Select Sector Spdr Tr Rl Est Sel Sec (XLRE)	1.7	$4.4M		99k	44.40	View chart
Invesco Currencyshares Japan Japanese Yen (FXY)	1.5	$3.8M	+54%	60k	64.37	View chart
At&t (T)	1.4	$3.7M		167k	22.13	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	1.3	$3.5M		37k	93.46	View chart
Ishares Jp Morgan Em Etf (LEMB)	1.3	$3.3M		86k	38.42	View chart
Spdr Ser Tr S&p Metals Mng (XME)	1.3	$3.3M		51k	63.84	View chart
Sprott Fds Tr Uranium Miners E (URNM)	1.2	$3.1M	+105%	66k	47.05	View chart
Ishares Msci Brazil Etf (EWZ)	1.2	$3.0M		103k	29.51	View chart
Ishares Silver Tr Ishares (SLV)	1.1	$2.9M		103k	28.58	View chart
Ishares Msci Mexico Etf (EWW)	1.1	$2.9M	+2%	54k	53.75	View chart
Range Resources (RRC)	1.1	$2.8M	+5%	89k	30.88	View chart
Apple (AAPL)	1.0	$2.7M		12k	226.20	View chart
Select Sector Spdr Tr Communication (XLC)	1.0	$2.6M		29k	90.47	View chart
Pimco Etf Tr 15+ Yr Us Tips (LTPZ)	1.0	$2.5M		44k	58.13	View chart
Vaneck Etf Trust Gold Miners Etf (GDX)	0.9	$2.5M		61k	40.45	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.9	$2.3M	+2%	28k	83.01	View chart
Abrdn Palladium Etf Trust Physical Palladm (PALL)	0.8	$2.1M	NEW	23k	92.16	View chart
Vanguard World Materials Etf (VAW)	0.7	$1.8M		8.8k	210.63	View chart
Vanguard World Energy Etf (VDE)	0.7	$1.8M		14k	125.14	View chart
Invesco Exchange Traded Fd T Water Res Etf (PHO)	0.6	$1.5M		21k	70.01	View chart
Vanguard World Financials Etf (VFH)	0.5	$1.3M		12k	109.20	View chart
Vanguard World Industrial Etf (VIS)	0.5	$1.3M		4.9k	259.61	View chart
Select Sector Spdr Tr Sbi Cons Discr (XLY)	0.5	$1.2M		6.0k	199.55	View chart
Vanguard World Inf Tech Etf (VGT)	0.4	$1.2M	-3%	2.0k	571.72	View chart
JPMorgan Chase & Co. (JPM)	0.4	$1.1M		5.5k	207.04	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.3	$815k		2.2k	370.28	View chart
Caterpillar (CAT)	0.3	$803k	NEW	2.0k	392.40	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.3	$800k		10k	77.42	View chart
Wal-Mart Stores (WMT)	0.3	$730k		9.0k	81.27	View chart
United Security Bancshares (UBFO)	0.3	$716k		83k	8.62	View chart
Spdr Ser Tr S&p Divid Etf (SDY)	0.3	$658k		4.6k	141.88	View chart
Bank of America Corporation (BAC)	0.2	$617k		16k	39.22	View chart
Exxon Mobil Corporation (XOM)	0.2	$584k		4.9k	119.93	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.2	$491k		2.2k	224.16	View chart
Eli Lilly & Co. (LLY)	0.2	$481k		544.00	883.77	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.2	$476k		10k	46.19	View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)	0.2	$397k		5.6k	70.32	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.1	$389k	+20%	2.2k	178.21	View chart
Ishares Tr China Lg-cap Etf Call Option (FXI)	0.1	$381k	NEW	12k	31.78	View chart
Chevron Corporation (CVX)	0.1	$358k		2.4k	149.69	View chart
Edison International (EIX)	0.1	$333k		3.8k	87.72	View chart
Ishares Tr Us Trsprtion (IYT)	0.1	$322k		4.7k	68.08	View chart
Oneok (OKE)	0.1	$313k		3.4k	92.29	View chart
Microsoft Corporation (MSFT)	0.1	$295k	+17%	701.00	420.61	View chart
Spdr Ser Tr S&p Homebuild (XHB)	0.1	$292k	-12%	2.3k	124.32	View chart
W.R. Berkley Corporation (WRB)	0.1	$292k	+50%	5.1k	57.26	View chart
Rivian Automotive Com Cl A Call Option (RIVN)	0.1	$287k	+84%	26k	11.22	View chart
Community West Bancshares (CWBC)	0.1	$280k		15k	18.80	View chart
McDonald's Corporation (MCD)	0.1	$223k	NEW	737.00	303.11	View chart
Analog Devices (ADI)	0.1	$221k		989.00	223.62	View chart
Vaneck Etf Trust Agribusiness Etf (MOO)	0.1	$220k	-51%	2.9k	75.38	View chart
Gabelli Dividend & Income Trust (GDV)	0.1	$219k		9.0k	24.21	View chart
Pepsi (PEP)	0.1	$217k	-4%	1.3k	171.38	View chart
Prudential Financial (PRU)	0.1	$212k		1.8k	119.39	View chart
Putnam Mun Opportunities Tr Sh Ben Int (PMO)	0.0	$129k		12k	10.93	View chart

Past Filings by Private Wealth Advisors

SEC 13F filings are viewable for Private Wealth Advisors going back to 2019

Private Wealth Advisors 2024 Q3 filed Nov. 5, 2024
Private Wealth Advisors 2024 Q2 filed July 23, 2024
Private Wealth Advisors 2024 Q1 filed May 8, 2024
Private Wealth Advisors 2023 Q4 filed Jan. 23, 2024
Private Wealth Advisors 2023 Q3 filed Oct. 19, 2023
Private Wealth Advisors 2023 Q2 filed July 20, 2023
Private Wealth Advisors 2023 Q1 filed April 25, 2023
Private Wealth Advisors 2022 Q4 filed Feb. 13, 2023
Private Wealth Advisors 2022 Q3 filed Nov. 14, 2022
Private Wealth Advisors 2022 Q2 filed Aug. 15, 2022
Private Wealth Advisors 2022 Q1 filed May 17, 2022
Private Wealth Advisors 2021 Q4 filed Feb. 11, 2022
Private Wealth Advisors 2021 Q3 filed Dec. 3, 2021
Private Wealth Advisors 2021 Q2 filed July 29, 2021
Private Wealth Advisors 2021 Q1 filed May 17, 2021
Private Wealth Advisors 2020 Q4 filed Feb. 11, 2021

View all past filings

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