Private Wealth Advisors

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

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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 69 positions in its portfolio as reported in the December 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr Gold Tr Gold Shs Put Option (GLD) 15.2 $39M +94% 204k 191.17
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Vanguard Intl Equity Index F Ftse Pacific Etf (VPL) 5.8 $15M -20% 207k 72.03
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Select Sector Spdr Tr Sbi Healthcare (XLV) 4.6 $12M -11% 86k 136.38
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Select Sector Spdr Tr Sbi Cons Stpls (XLP) 4.3 $11M +8% 154k 72.03
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Archer Daniels Midland Company (ADM) 4.2 $11M -6% 149k 72.22
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Spdr Ser Tr Portfolio Sh Tsr (SPTS) 3.7 $9.5M NEW 328k 29.05
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 3.7 $9.4M -16% 229k 41.10
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Invesco Actvely Mngd Etc Agri Cmdty Stra (PDBA) 3.6 $9.1M NEW 306k 29.85
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Invesco Db Multi-sector Comm Agriculture Fd (DBA) 3.2 $8.2M -53% 395k 20.74
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Select Sector Spdr Tr Sbi Materials (XLB) 3.2 $8.1M 95k 85.54
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Select Sector Spdr Tr Technology (XLK) 3.0 $7.8M -4% 40k 192.48
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Vanguard Index Fds Value Etf (VTV) 3.0 $7.7M -4% 51k 149.50
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Spdr Index Shs Fds Euro Stoxx 50 (FEZ) 2.8 $7.2M -2% 150k 47.81
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Wisdomtree Tr Emer Mkt High Fd (DEM) 2.7 $7.0M NEW 172k 40.68
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Ishares Msci Brazil Etf (EWZ) 2.7 $6.8M -2% 195k 34.96
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Ishares Tr S&p 500 Grwt Etf (IVW) 2.3 $5.8M 77k 75.10
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Select Sector Spdr Tr Financial (XLF) 2.2 $5.6M -3% 148k 37.60
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Select Sector Spdr Tr Energy (XLE) 1.9 $5.0M -4% 59k 83.84
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Select Sector Spdr Tr Indl (XLI) 1.8 $4.6M 41k 113.99
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Ishares Silver Tr Ishares (SLV) 1.8 $4.6M -2% 210k 21.78
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Spdr Ser Tr S&p Metals Mng (XME) 1.6 $4.2M +25% 69k 59.83
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Select Sector Spdr Tr Rl Est Sel Sec (XLRE) 1.6 $4.1M NEW 102k 40.06
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Ishares Msci Mexico Etf (EWW) 1.4 $3.7M -3% 54k 67.85
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Ishares Tr Jpmorgan Usd Emg (EMB) 1.3 $3.2M 36k 89.06
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Spdr Ser Tr Portfolio Ln Tsr (SPTL) 1.3 $3.2M NEW 111k 29.02
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Ishares Jp Morgan Em Etf (LEMB) 1.2 $3.1M 84k 36.72
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At&t (T) 1.1 $2.8M -4% 166k 16.78
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Johnson & Johnson (JNJ) 1.0 $2.4M 16k 156.74
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Apple (AAPL) 0.9 $2.3M -7% 12k 192.53
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Select Sector Spdr Tr Communication (XLC) 0.9 $2.3M -9% 32k 72.66
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Pimco Etf Tr 15+ Yr Us Tips (LTPZ) 0.9 $2.2M NEW 39k 56.68
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Ishares Tr Msci Eafe Etf (EFA) 0.8 $2.1M +2% 28k 75.35
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Range Resources (RRC) 0.8 $2.0M -5% 66k 30.44
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Vaneck Etf Trust Rare Earth/strtg (REMX) 0.7 $1.7M -30% 28k 61.55
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Vanguard World Fds Materials Etf (VAW) 0.7 $1.7M -23% 9.1k 189.95
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Vanguard World Fds Energy Etf (VDE) 0.7 $1.7M -3% 15k 117.28
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Sprott Fds Tr Uranium Miners E (URNM) 0.6 $1.7M -4% 35k 48.27
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Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.6 $1.5M +2% 8.4k 178.80
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Dutch Bros Cl A (BROS) 0.6 $1.5M -2% 47k 31.67
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Vanguard World Fds Inf Tech Etf (VGT) 0.5 $1.4M 2.9k 483.96
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Invesco Exchange Traded Fd T Water Res Etf (PHO) 0.5 $1.3M -6% 22k 60.86
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Vanguard World Fds Financials Etf (VFH) 0.4 $1.1M 12k 92.26
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Vanguard World Fds Industrial Etf (VIS) 0.4 $1.1M -23% 5.0k 220.42
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JPMorgan Chase & Co. (JPM) 0.4 $944k -7% 5.5k 170.11
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Ishares Tr Core Msci Eafe (IEFA) 0.3 $790k -30% 11k 70.35
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Ishares Tr Rus 1000 Grw Etf (IWF) 0.3 $668k 2.2k 303.21
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United Security Bancshares (UBFO) 0.3 $667k 79k 8.41
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Spdr Ser Tr S&p Divid Etf (SDY) 0.2 $598k 4.8k 124.97
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Bank of America Corporation (BAC) 0.2 $534k 16k 33.67
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Ishares Tr Msci Emg Mkt Etf (EEM) 0.2 $516k -3% 13k 40.21
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Exxon Mobil Corporation (XOM) 0.2 $490k -11% 4.9k 99.99
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Wal-Mart Stores (WMT) 0.2 $469k -8% 3.0k 157.63
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Ishares Tr Ishares Semicdtr (SOXX) 0.2 $428k -12% 743.00 575.82
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Vaneck Etf Trust Agribusiness Etf (MOO) 0.1 $372k +15% 4.9k 76.18
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Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 0.1 $365k 5.7k 64.48
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Chevron Corporation (CVX) 0.1 $354k 2.4k 149.17
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Ishares Tr Us Trsprtion (IYT) 0.1 $335k -7% 1.3k 262.45
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Central Valley Community Ban (CVCY) 0.1 $327k 15k 22.35
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Eli Lilly & Co. (LLY) 0.1 $321k 551.00 582.93
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Spdr Ser Tr S&p Homebuild (XHB) 0.1 $297k 3.1k 95.66
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Edison International (EIX) 0.1 $263k 3.7k 71.49
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W.R. Berkley Corporation (WRB) 0.1 $239k 3.4k 70.73
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Oneok (OKE) 0.1 $235k -38% 3.4k 70.22
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Microsoft Corporation (MSFT) 0.1 $226k NEW 600.00 375.78
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Pepsi (PEP) 0.1 $225k -45% 1.3k 169.78
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McDonald's Corporation (MCD) 0.1 $224k -34% 757.00 296.46
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Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.1 $211k NEW 1.3k 157.80
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Putnam Mun Opportunities Tr Sh Ben Int (PMO) 0.0 $121k 12k 10.23
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Tilray Call Option (TLRY) 0.0 $24k 11k 2.30
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Past Filings by Private Wealth Advisors

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

View all past filings