Private Wealth Advisors

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

Portfolio Holdings for Private Wealth Advisors

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

Company (Ticker) Portfolio Weight Share Count Change in Shares Price
SPDR S&P; 500 ETF (SPY) 7.88 354000 +205% 27.82
Vanguard Value ETF (VTV) 6.90 96863 -15% 89.06
Consumer Staples Select Sect. SPDR (XLP) 6.21 142418 +9% 54.47
Proshares Tr shrt hgh yield 6.08 331862 +25% 22.90
Materials SPDR (XLB) 5.93 164560 -7% 45.04
SPDR Gold Trust (GLD) 5.77 48715 +54% 148.04
Vanguard Pacific ETF (VPL) 5.47 123936 +313% 55.16
Utilities SPDR (XLU) 4.95 111660 +81% 55.41
Industrial SPDR (XLI) 4.94 104534 -2% 59.01
iShares S&P; 500 Growth Index (IVW) 4.90 37061 -20% 165.05
SPDR EURO STOXX 50 ETF (FEZ) 4.40 186142 -7% 29.51
Vanguard Emerging Markets ETF (VWO) 3.75 139786 +84% 33.55
iShares MSCI EAFE Index Fund (EFA) 3.22 75259 -43% 53.46
Technology SPDR (XLK) 3.13 48660 -13% 80.37
Health Care SPDR (XLV) 3.01 42399 -31% 88.59
Energy Select Sector SPDR (XLE) 2.57 110511 +44% 29.06
Vanguard Telecommunication Services ETF (VOX) 2.01 33037 -16% 76.19
Invesco Db Us Dlr Index Tr bullish fd 1.70 79244 NEW 26.83
SPDR S&P; Dividend (SDY) 1.49 23244 79.85
Financial Select Sector SPDR (XLF) 1.33 79647 -70% 20.82
Ishares Tr usa min vo 1.26 29193 +4% 54.02
Apple (AAPL) 1.16 5685 -9% 254.35
Invesco Curncyshs Japanese Y japanese yen 1.04 14721 -38% 88.17
Vanguard Materials ETF (VAW) 0.99 12796 96.20
Consumer Discretionary SPDR (XLY) 0.84 10654 -52% 98.09
Verizon Communications (VZ) 0.81 18732 +19% 53.70
Vanguard Mid-Cap ETF (VO) 0.69 6574 131.73
Ishares Core Msci Eafe Etf core msci eafe 0.61 15311 -7% 49.90
Vanguard Small-Cap Value ETF (VBR) 0.60 8434 88.81
Vanguard Industrials ETF (VIS) 0.56 6308 110.34
Vanguard Information Technology ETF (VGT) 0.55 3223 -23% 211.91
Vanguard Mid-Cap Value ETF (VOE) 0.52 8027 +13% 81.35
Vanguard Financials ETF (VFH) 0.46 11429 -4% 50.75
Archer Daniels Midland Company (ADM) 0.46 73800 -65% 7.82
JPMorgan Chase & Co. (JPM) 0.46 6378 -7% 90.00
Wal-Mart Stores (WMT) 0.43 4685 -15% 113.55
Select Sector Spdr Tr Communic etfeqty 0.36 10281 -2% 44.26
iShares Russell 1000 Growth Index (IWF) 0.32 2619 150.82
Pepsi (PEP) 0.25 2597 120.14
Intel Corporation (INTC) 0.23 5313 54.21
Spdr Ser Tr sp500 high div 0.21 10589 -3% 24.55
iShares Dow Jones Transport. Avg. (IYT) 0.21 1871 -61% 138.43
Abbott Laboratories (ABT) 0.19 3060 78.76
United Technologies Corporation (UTX) 0.19 2464 94.16
Vanguard European ETF (VGK) 0.18 5102 -47% 43.32
Bank of America Corporation (BAC) 0.17 10189 -14% 21.20
Johnson & Johnson (JNJ) 0.17 1640 131.10
Vanguard Short Term Corporate Bond ETF (VCSH) 0.16 2543 79.04
iShares Silver Trust (SLV) 0.15 291704 NEW 0.62
Putnam Municipal Opportunities Trust (PMO) 0.11 11434 -26% 11.89
iShares iBoxx $ High Yid Corp Bond (HYG) 0.03 10500 NEW 3.90

Past Filings by Private Wealth Advisors

View past SEC 13F filings by Private Wealth Advisors

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