Private Wealth Advisors

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

Companies in the Private Wealth Advisors portfolio as of September 2019 quarter

Company (Ticker) Portfolio Weight Share Count Change in Shares Price
Materials SPDR (XLB) 9.73 265572 58.20
Vanguard Value ETF (VTV) 8.92 126956 111.62
Industrial SPDR (XLI) 6.99 142967 -3% 77.63
Financial Select Sector SPDR (XLF) 6.86 389202 -9% 28.00
iShares MSCI EAFE Index Fund (EFA) 5.79 141108 +7% 65.21
iShares S&P; 500 Growth Index (IVW) 5.76 50866 180.02
Archer Daniels Midland Company (ADM) 5.38 207905 +142% 41.07
Consumer Discretionary SPDR (XLY) 4.94 64960 +2% 120.71
Consumer Staples Select Sect. SPDR (XLP) 4.26 110052 +23% 61.42
Technology SPDR (XLK) 3.33 65731 80.53
SPDR EURO STOXX 50 ETF (FEZ) 2.81 118101 +2% 37.74
Health Care SPDR (XLV) 2.64 46566 +28% 90.13
Vanguard Telecommunication Services ETF (VOX) 2.54 46614 +8% 86.69
Energy Select Sector SPDR (XLE) 2.42 64825 +9% 59.21
Vanguard Emerging Markets ETF (VWO) 2.24 88511 +4% 40.25
Spdr Index Shs Fds s^p global nat res 1.56 57663 -3% 43.08
SPDR S&P; Dividend (SDY) 1.50 23186 +12% 102.61
Vanguard Materials ETF (VAW) 1.47 18479 126.36
iShares Dow Jones Transport. Avg. (IYT) 1.45 12369 -4% 186.11
Boeing Company (BA) 1.03 4303 -49% 380.43
Vanguard Industrials ETF (VIS) 1.01 10980 146.08
Vanguard Information Technology ETF (VGT) 0.98 7245 -17% 215.60
Ishares Tr usa min vo 0.96 23828 +57% 64.08
Apple (AAPL) 0.95 6718 224.03
Vanguard Financials ETF (VFH) 0.87 19624 70.02
SPDR S&P; Homebuilders (XHB) 0.86 30842 -15% 44.10
WisdomTree Emerging Markets Eq (DEM) 0.85 32522 +7% 41.30
Vanguard Admiral Fds Inc cmn 0.72 8064 -16% 142.61
United Security Bancshares (UBFO) 0.71 107790 -5% 10.52
Vanguard Small-Cap Value ETF (VBR) 0.70 8656 -12% 128.81
Ishares Core Msci Eafe Etf core msci eafe 0.67 17502 -4% 61.08
Vanguard Mid-Cap ETF (VO) 0.63 5972 167.62
JPMorgan Chase & Co. (JPM) 0.59 7898 117.75
Vanguard European ETF (VGK) 0.56 16510 -2% 53.60
SPDR S&P; 500 ETF (SPY) 0.53 226800 NEW 3.68
AT&T; (T) 0.48 20230 NEW 37.82
Verizon Communications (VZ) 0.44 11557 +10% 60.40
Vanguard Mid-Cap Value ETF (VOE) 0.44 6156 113.06
Wal-Mart Stores (WMT) 0.42 5646 118.67
Wisdomtree Tr intl hedge eqt 0.41 9690 -9% 67.29
Vanguard Pacific ETF (VPL) 0.34 8175 +15% 66.06
Vanguard Consumer Discretionary ETF (VCR) 0.33 2912 -9% 179.95
Select Sector Spdr Tr Communic etfeqty 0.33 10575 +3% 49.55
Vanguard Europe Pacific ETF (VEA) 0.31 11843 -7% 41.12
iShares Russell 1000 Growth Index (IWF) 0.26 2619 159.60
Spdr Ser Tr sp500 high div 0.26 10815 NEW 38.00
Bank of America Corporation (BAC) 0.24 12987 +5% 29.18
ONEOK (OKE) 0.23 4878 +4% 73.60
Pepsi (PEP) 0.22 2564 +3% 137.29
Exxon Mobil Corporation (XOM) 0.21 4612 +2% 70.69
McDonald's Corporation (MCD) 0.21 1538 -6% 214.56
United Technologies Corporation (UTX) 0.21 2464 136.36
Chevron Corporation (CVX) 0.18 2456 118.49
Intel Corporation (INTC) 0.18 5522 +4% 51.61
Abbott Laboratories (ABT) 0.16 3044 83.77
Ishares Msci Japan 0.14 4021 56.70
Invesco Qqq Trust Series 1 0.14 1219 -4% 188.68
Johnson & Johnson (JNJ) 0.13 1618 129.17
Intuitive Surgical (ISRG) 0.13 390 541.03
Edison International (EIX) 0.13 2747 NEW 75.35
Putnam Municipal Opportunities Trust (PMO) 0.13 16242 +8% 13.05
Vanguard Short Term Corporate Bond ETF (VCSH) 0.13 2515 NEW 81.11

Past 13F-HR SEC Filings by Private Wealth Advisors

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