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
Apple (AAPL) 8.27 37715 289.06
Amazon (AMZN) 7.25 4183 +40% 2286.16
Alphabet Inc Class A cs 6.50 6504 1317.34
Microsoft Corporation (MSFT) 4.72 35675 +2% 174.58
Invesco Qqq Trust Series 1 4.65 28832 +12% 212.75
SPDR S&P; 500 ETF (SPY) 4.17 19444 -3% 282.81
iShares S&P; 500 Index (IVV) 3.75 17431 +5% 283.52
Wal-Mart Stores (WMT) 3.40 36470 +13% 122.92
Cisco Systems (CSCO) 3.15 101580 40.92
Verizon Communications (VZ) 2.74 63618 +3% 56.82
Johnson & Johnson (JNJ) 2.36 20951 148.30
PNC Financial Services (PNC) 2.26 28882 +5% 102.97
AT&T; (T) 2.17 95614 +4% 29.90
iShares S&P; 500 Growth Index (IVW) 2.12 15205 +8% 183.69
McDonald's Corporation (MCD) 1.83 13178 -3% 182.65
iShares Russell 3000 Growth Index (IWZ) 1.73 35752 +9% 63.69
Financial Select Sector SPDR (XLF) 1.67 99737 -20% 22.06
Walt Disney Company (DIS) 1.59 19885 +8% 105.51
Home Depot (HD) 1.39 8388 -11% 218.53
WisdomTree LargeCap Dividend Fund (DLN) 1.36 20423 87.74
Procter & Gamble Company (PG) 1.32 14903 -4% 116.82
Netflix (NFLX) 1.29 4101 415.26
Coca-Cola Company (KO) 1.13 32551 45.59
Emclaire Financial (EMCF) 1.12 66955 22.09
Lockheed Martin Corporation (LMT) 1.11 3822 +6% 383.57
Merck & Co (MRK) 1.07 18250 -2% 77.64
Altria (MO) 1.01 35005 37.91
Intel Corporation (INTC) 1.00 22950 -3% 57.47
Facebook Inc cl a 0.91 5940 202.19
Pepsi (PEP) 0.87 8857 +4% 130.18
Bank of America Corporation (BAC) 0.85 48704 -4% 23.08
Health Care SPDR (XLV) 0.83 11124 -10% 97.81
3M Company (MMM) 0.72 6416 -3% 148.53
Rockwell Automation (ROK) 0.69 4934 183.22
Abbott Laboratories (ABT) 0.67 9857 +12% 89.89
JPMorgan Chase & Co. (JPM) 0.67 9472 93.22
United Technologies Corporation (UTX) 0.66 14279 61.14
Medtronic 0.65 9019 -4% 95.13
NVIDIA Corporation (NVDA) 0.63 2922 +19% 282.68
Zimmer Holdings (ZMH) 0.61 6902 116.20
Abbvie 0.58 9292 82.87
*wisdomtreetrusdivdgrtfdadded 0.58 18097 42.00
Berkshire Hathaway (BRK.B) 0.57 4113 +11% 182.59
Starbucks Corporation (SBUX) 0.56 9924 +7% 73.76
Colgate-Palmolive Company (CL) 0.50 9706 68.51
SPDR Dow Jones Industrial Average ETF (DIA) 0.50 2756 -42% 237.30
General Mills (GIS) 0.43 9535 -2% 59.57
Materials SPDR (XLB) 0.42 10785 -27% 50.81
Citigroup Inc 0.40 11580 -6% 45.51
Dex (DXCM) 0.39 1500 341.33
Vanguard Telecommunication Services ETF (VOX) 0.39 5947 -14% 85.76
Philip Morris International (PM) 0.36 6527 +5% 73.23
SPDR S&P; MidCap 400 ETF (MDY) 0.36 1636 -3% 289.73
Marriott International (MAR) 0.34 5346 84.74
Consumer Discretionary SPDR (XLY) 0.33 3837 -13% 112.33
iShares S&P; Global Technology Sect. (IXN) 0.33 2140 -14% 200.47
Pfizer (PFE) 0.32 11341 -7% 37.65
Oracle Corporation (ORCL) 0.32 8109 -2% 51.79
Wells Fargo & Company (WFC) 0.32 15085 -2% 27.58
General Electric Company (GE) 0.31 63874 +4% 6.50
Bristol Myers Squibb (BMY) 0.31 6848 60.31
Steel Dynamics (STLD) 0.31 16850 24.39
Twitter 0.30 14375 -36% 27.83
Technology SPDR (XLK) 0.29 4261 88.95
iShares Dow Jones US Healthcare (IYH) 0.28 1750 +2% 208.00
Dominion Resources (D) 0.28 4806 +5% 75.53
Vanguard High Dividend Yield ETF (VYM) 0.27 4662 -8% 75.93
Mondelez Int 0.26 6783 50.72
iShares S&P; Global Healthcare Sect. (IXJ) 0.26 5160 66.47
Otis Worldwide Corp Com stock 0.26 6883 NEW 49.69
Constellation Brands (STZ) 0.25 2017 +72% 161.63
UnitedHealth (UNH) 0.25 1140 -2% 284.21
American Electric Power Company (AEP) 0.24 3961 +22% 81.29
iShares Russell 1000 Index (IWB) 0.24 2016 -12% 155.75
Alibaba Group Holding Ltd Spon 0.24 1601 -3% 194.25
iShares NASDAQ Biotechnology Index (IBB) 0.23 2489 +32% 120.93
F.N.B. Corporation (FNB) 0.22 38238 7.71
Chevron Corporation (CVX) 0.21 3143 -81% 89.41
Industrial SPDR (XLI) 0.21 4425 -18% 62.37
United Parcel Service (UPS) 0.21 2965 91.74
Walgreen Boots Alliance 0.20 6221 41.63
Goldman Sachs (GS) 0.19 1443 +2% 177.41
MasterCard Incorporated (MA) 0.19 912 268.64
Ecolab (ECL) 0.19 1285 189.88
Carrier Global Corporation Com stock 0.18 13782 NEW 16.76
Emerson Electric (EMR) 0.17 4266 -10% 53.68
Thermo Fisher Scientific (TMO) 0.17 668 +3% 329.34
Highland Floatng Rate Opprt Ii Shs Ben Int shs ben int 0.16 29270 7.35
Paypal Holdings 0.15 1678 NEW 120.38
Huntington Bancshares Incorporated (HBAN) 0.08 12871 8.55
AmeriServ Financial (ASRV) 0.03 13483 2.89

Past Filings by Private Wealth Advisors

View past SEC 13F filings by Private Wealth Advisors

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