Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

Private Wealth Advisors

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

Top 5 stock holdings are GLD, VPL, XLV, XLP, ADM, and represent 34.08% of Private Wealth Advisors's stock portfolio.
Added to shares of these 10 stocks: GLD (+$19M), SPTS (+$9.5M), PDBA (+$9.1M), DEM (+$7.0M), XLRE, SPTL, LTPZ, XLP, XME, MSFT.
Started 8 new stock positions in SPTS, RSP, PDBA, XLRE, MSFT, SPTL, LTPZ, DEM.
Reduced shares in these 10 stocks: DBA (-$9.5M), , TLT, , VPL, DBB, VNM, VWO, Etf Managers Tr purefunds ise cy, XLV.
Sold out of its positions in ABBV, ALB, ASHR, Etf Managers Tr purefunds ise cy, ISRG, DBB, FXI, TLT, IPAC, KWEB. NOK, XBI, VNM, OIH, VGIT.
Private Wealth Advisors was a net buyer of stock by $5.8M.
Private Wealth Advisors has $256M in assets under management (AUM), dropping by 8.46%.
Central Index Key (CIK): 0001787027

Tip: Access up to 7 years of quarterly data

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

Download as csv

Download as Excel

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

Past Filings by Private Wealth Advisors

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

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
Private Wealth Advisors 2020 Q3 filed Nov. 16, 2020
Private Wealth Advisors 2020 Q2 filed Aug. 13, 2020
Private Wealth Advisors 2020 Q1 filed May 14, 2020

View all past filings

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z