Private Wealth Advisors

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

Tip: Access up to 7 years of quarterly data

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

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Portfolio Holdings for Private Wealth Advisors

Companies in the Private Wealth Advisors portfolio as of the December 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Blackrock Ultra (ICSH) 13.4 $39M +147% 766k 50.54
J P Morgan Exchange-traded F Ultra Shrt Inc (JPST) 10.6 $31M NEW 604k 50.79
Spdr Gold Tr Gold Shs (GLD) 9.0 $26M 150k 173.37
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL) 5.5 $16M +11% 193k 82.20
Invesco Db Multi-sector Comm Agriculture Fd (DBA) 5.2 $15M +5% 919k 16.33
Select Sector Spdr Tr Sbi Materials (XLB) 5.0 $15M +4% 189k 76.69
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 4.6 $13M +49% 254k 52.59
Select Sector Spdr Tr Sbi Int-inds (XLI) 3.4 $9.9M +3% 110k 89.69
Spdr Index Shs Fds Euro Stoxx 50 (FEZ) 3.2 $9.3M -14% 220k 42.52
Vanguard Index Fds Value Etf (VTV) 3.2 $9.3M +13% 76k 122.97
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 3.1 $9.0M -19% 135k 66.21
Select Sector Spdr Tr Sbi Healthcare (XLV) 2.8 $8.0M -8% 68k 116.97
Archer Daniels Midland Company (ADM) 2.7 $7.9M 153k 51.77
Select Sector Spdr Tr Technology (XLK) 2.2 $6.2M 48k 129.89

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Ishares Tr S&p 500 Grwt Etf (IVW) 2.0 $5.8M +293% 90k 64.00
Invesco Db Multi-sector Comm Base Metals Fd (DBB) 1.9 $5.5M +3% 311k 17.51
Select Sector Spdr Tr Energy (XLE) 1.7 $4.8M +46% 111k 43.20
Select Sector Spdr Tr Sbi Int-utils (XLU) 1.4 $4.1M -40% 65k 62.62
Select Sector Spdr Tr Sbi Int-finl (XLF) 1.3 $3.8M +5% 121k 31.32
Apple (AAPL) 1.1 $3.0M 23k 130.90
Ishares Silver Tr Ishares (SLV) 1.1 $3.0M +3% 129k 23.44
Ishares Tr Msci Eafe Etf (EFA) 1.0 $2.8M 37k 74.98
Vanguard World Fds Materials Etf (VAW) 0.7 $2.2M 13k 166.58
Spdr Ser Tr S&p Bk Etf (KBE) 0.7 $2.2M +6% 47k 46.16
Verizon Communications (VZ) 0.7 $2.0M +9% 36k 57.05
Ishares Tr Msci Usa Min Vol (USMV) 0.7 $2.0M +3% 30k 67.60
Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.6 $1.7M 10k 168.16
Invesco Currencyshares Japan Japanese Yen (FXY) 0.6 $1.7M +6% 19k 90.85
Spdr Ser Tr S&p Divid Etf (SDY) 0.6 $1.6M +161% 15k 109.34
Vanguard World Fds Energy Etf (VDE) 0.5 $1.5M NEW 26k 59.52
Micron Technology (MU) 0.5 $1.5M NEW 18k 79.90
Ford Motor Company (F) 0.5 $1.3M +1049% 135k 9.78
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.5 $1.3M +11% 8.6k 150.48
Vaneck Vectors Etf Tr Oil Svcs Etf (OIH) 0.4 $1.3M NEW 7.0k 180.11
Vanguard World Fds Inf Tech Etf (VGT) 0.4 $1.2M 3.3k 355.40
Wisdomtree Tr Us Midcap Divid (DON) 0.4 $1.2M NEW 32k 36.45
United Sts Nat Gas Unit Par (UNG) 0.4 $1.2M -2% 118k 9.94
Wisdomtree Tr Us Smallcap Divd (DES) 0.4 $1.1M NEW 41k 28.06
Vanguard World Fds Industrial Etf (VIS) 0.4 $1.1M 6.4k 174.90
Ishares Tr Core Msci Eafe (IEFA) 0.4 $1.1M 16k 70.99
Bristol Myers Squibb (BMY) 0.4 $1.1M +4% 16k 64.71
Ishares Tr Msci Emg Mkt Etf (EEM) 0.4 $1.0M NEW 19k 54.62
Altice Usa Cl A (ATUS) 0.4 $1.0M -2% 29k 35.21
Vanguard World Fds Financials Etf (VFH) 0.3 $931k 12k 77.36
JPMorgan Chase & Co. (JPM) 0.3 $887k 6.3k 140.30
Wal-Mart Stores (WMT) 0.2 $688k 4.7k 147.35
Select Sector Spdr Tr Communication (XLC) 0.2 $677k 10k 65.42
United Security Bancshares (UBFO) 0.2 $653k +21% 93k 7.03
Tesla Motors (TSLA) 0.2 $577k NEW 675.00 854.81
Ishares Tr Rus 1000 Grw Etf (IWF) 0.2 $548k -13% 2.3k 241.84
Pepsi (PEP) 0.2 $464k +23% 3.3k 142.73
Ishares Tr Trans Avg Etf (IYT) 0.1 $370k 1.6k 228.96
Spdr Ser Tr Prtflo S&p500 Hi (SPYD) 0.1 $354k +5% 10k 34.61
Abbott Laboratories (ABT) 0.1 $346k 3.1k 112.26
Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 0.1 $331k 5.3k 61.97
Bank of America Corporation (BAC) 0.1 $328k 9.8k 33.42
Intuitive Surgical Com New (ISRG) 0.1 $316k 390.00 810.26
Cardiff Oncology (CRDF) 0.1 $315k -2% 18k 17.54
Intel Corporation (INTC) 0.1 $307k 5.4k 57.02
Crispr Therapeutics Namen Akt (CRSP) 0.1 $295k NEW 1.5k 193.57
Riot Blockchain (RIOT) 0.1 $293k -53% 12k 23.87
Marvell Technology Group Ord (MRVL) 0.1 $275k 5.5k 50.26
Johnson & Johnson (JNJ) 0.1 $256k -2% 1.6k 158.12
McDonald's Corporation (MCD) 0.1 $249k 1.2k 212.10
Chevron Corporation (CVX) 0.1 $239k NEW 2.6k 93.10
Exxon Mobil Corporation (XOM) 0.1 $236k NEW 4.9k 48.37
Oneok (OKE) 0.1 $234k NEW 5.4k 43.70
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.1 $215k 2.6k 83.20
Koninklijke Philips N V Ny Reg Sh New (PHG) 0.1 $204k NEW 3.8k 54.03
Spdr Ser Tr S&p Homebuild (XHB) 0.1 $203k NEW 3.4k 60.18
Cogent Biosciences 0.1 $195k NEW 16k 11.96
Orbcomm (ORBC) 0.1 $172k NEW 23k 7.56
Putnam Mun Opportunities Tr Sh Ben Int (PMO) 0.1 $160k 12k 13.59
Cbak Energy Technology (CBAT) 0.0 $135k NEW 20k 6.85
Myomo Com New (MYO) 0.0 $97k 11k 8.98
Ammo (POWW) 0.0 $76k NEW 10k 7.30
At&t Put Option (T) 0.0 $27k +485% 219k 0.12
Ishares Tr 20 Yr Tr Bd Etf Call Option (TLT) 0.0 $26k NEW 11k 2.36
Wisdomtree Tr Emerg Cur Str Fd Put Option (CEW) 0.0 $0 NEW 25k 0.00
Global X Fds Msci Supr Em Etf Put Option (SDEM) 0.0 $0 NEW 15k 0.00
Invesco Currencyshares Brit Brit Poun Strl Put Option (FXB) 0.0 $0 NEW 11k 0.00

Past Filings by Private Wealth Advisors

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