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 June 2019 quarter

Company (Ticker) Portfolio Weight Share Count Change in Shares Price
Apple (AAPL) 5.47 77947 197.92
iShares MSCI EAFE Index Fund (EFA) 4.44 190650 65.73
SPDR S&P; 500 ETF (SPY) 3.88 37362 293.00
Amazon (AMZN) 3.61 5375 1893.58
iShares S&P; MidCap 400 Index (IJH) 3.36 48735 +6% 194.25
Alphabet Inc Class A cs 3.14 8177 1082.79
Cisco Systems (CSCO) 3.04 156747 54.73
iShares S&P; SmallCap 600 Index (IJR) 2.15 77561 +9% 78.27
Ishares Core Msci Eafe Etf core msci eafe 2.14 98213 +7% 61.40
Financial Select Sector SPDR (XLF) 2.13 217335 27.60
Vanguard Emerging Markets ETF (VWO) 2.05 135895 42.53
PNC Financial Services (PNC) 1.97 40412 137.29
iShares S&P; 500 Index (IVV) 1.88 17964 +17% 294.76
Microsoft Corporation (MSFT) 1.85 38945 133.96
Verizon Communications (VZ) 1.83 90406 57.13
Johnson & Johnson (JNJ) 1.69 34159 139.29
Health Care SPDR (XLV) 1.63 49685 92.64
McDonald's Corporation (MCD) 1.59 21652 207.65
Industrial SPDR (XLI) 1.54 55991 77.42
Ishares Inc core msci emkt 1.49 81819 +14% 51.44
Netflix (NFLX) 1.37 10542 367.29
Walt Disney Company (DIS) 1.36 27554 +2% 139.65
Wal-Mart Stores (WMT) 1.32 33646 110.50
AT&T; (T) 1.29 108404 +4% 33.51
iShares Russell 2000 Index (IWM) 1.29 23358 155.49
Merck & Co (MRK) 1.20 40324 83.85
Facebook Inc cl a 1.19 17463 192.98
Exxon Mobil Corporation (XOM) 1.18 43431 -5% 76.63
WisdomTree LargeCap Dividend Fund (DLN) 1.10 31993 -5% 96.90
iShares S&P; 500 Growth Index (IVW) 1.06 16740 +2% 179.27
Chevron Corporation (CVX) 1.05 23771 124.44
United Technologies Corporation (UTX) 1.05 22701 +3% 130.21
Coca-Cola Company (KO) 1.00 55398 50.92
Intel Corporation (INTC) 0.99 58117 47.87
Procter & Gamble Company (PG) 0.99 25399 109.65
iShares MSCI Emerging Markets Indx (EEM) 0.93 61298 42.91
Home Depot (HD) 0.93 12560 +249% 207.96
Goldman Sachs Etf Tr 0.91 43674 +33% 58.78
MasterCard Incorporated (MA) 0.90 9568 264.53
Medtronic 0.82 23621 97.37
iShares Dow Jones Select Dividend (DVY) 0.81 23057 +5% 99.58
Starbucks Corporation (SBUX) 0.73 24707 83.82
iShares Russell 3000 Growth Index (IWZ) 0.73 32825 +8% 62.67
Altria (MO) 0.71 42229 +4% 47.36
*wisdomtreetrusdivdgrtfdadded 0.68 44021 -2% 43.66
Lockheed Martin Corporation (LMT) 0.66 5094 +4% 363.56
Oracle Corporation (ORCL) 0.64 31617 56.96
Colgate-Palmolive Company (CL) 0.62 24215 71.69
Bank of America Corporation (BAC) 0.58 56500 +6% 28.99
Energy Select Sector SPDR (XLE) 0.57 25063 63.72
Phillips 66 0.54 16206 -9% 93.55
Alphabet Inc Class C cs 0.52 1360 1080.88
JPMorgan Chase & Co. (JPM) 0.50 12544 +3% 111.77
3M Company (MMM) 0.50 8135 +7% 173.33
Royal Dutch Shell (RDS.B) 0.48 20808 -7% 65.74
iShares S&P; 500 Value Index (IVE) 0.48 11722 +8% 116.53
SPDR Dow Jones Industrial Average ETF (DIA) 0.47 4982 265.76
BP (BP) 0.40 26743 -7% 41.69
Comcast Corporation (CMCSA) 0.40 26745 42.29
Valero Energy Corporation (VLO) 0.40 13088 -12% 85.57
ConocoPhillips (COP) 0.40 18277 61.01
Pepsi (PEP) 0.40 8523 131.17
MetLife (MET) 0.39 21917 49.69
Celgene Corporation (CELG) 0.39 11851 92.48
Materials SPDR (XLB) 0.39 18815 58.52
iShares S&P; SmallCap 600 Growth (IJT) 0.39 5995 +9% 182.49
Walgreen Boots Alliance 0.39 19921 54.67
Pfizer (PFE) 0.36 23612 +3% 43.33
iShares Russell 1000 Index (IWB) 0.36 6170 162.72
iShares S&P; MidCap 400 Growth (IJK) 0.36 4503 226.29
Wells Fargo & Company (WFC) 0.35 20653 47.31
Consumer Discretionary SPDR (XLY) 0.35 8373 +2% 119.19
Twitter 0.35 28525 34.92
Citigroup Inc 0.34 13885 +5% 70.00
Abbott Laboratories (ABT) 0.32 10726 84.09
General Electric Company (GE) 0.32 86398 -6% 10.50
Consumer Staples Select Sect. SPDR (XLP) 0.32 15582 +9% 58.08
Zimmer Holdings (ZMH) 0.30 7255 117.71
iShares MSCI ACWI Index Fund (ACWI) 0.30 11508 73.69
iShares S&P; MidCap 400 Value Index (IJJ) 0.30 5379 159.51
Rockwell Automation (ROK) 0.29 4934 163.76
Abbvie 0.29 11434 72.68
Berkshire Hathaway (BRK.B) 0.28 3675 213.06
iShares Dow Jones US Technology (IYW) 0.28 4015 198.01
Cummins (CMI) 0.27 4398 171.44
Marriott International (MAR) 0.27 5384 140.23
Philip Morris International (PM) 0.26 9383 78.55
Ishares High Dividend Equity F 0.25 7610 +15% 94.48
Vanguard Telecommunication Services ETF (VOX) 0.24 7934 +2% 86.72
Caterpillar (CAT) 0.23 4855 -2% 136.35
Union Pacific Corporation (UNP) 0.23 3803 169.08
Boeing Company (BA) 0.22 1666 +6% 364.35
Schlumberger (SLB) 0.22 15399 -5% 39.74
SPDR S&P; MidCap 400 ETF (MDY) 0.22 1721 354.45
General Mills (GIS) 0.20 10699 52.53
Steel Dynamics (STLD) 0.19 17600 30.23
F.N.B. Corporation (FNB) 0.19 45808 -2% 11.77
iShares S&P; SmallCap 600 Value Idx (IJS) 0.19 3600 148.61
WisdomTree Intl. LargeCap Div Fd (DOL) 0.19 11280 47.07
Bank of New York Mellon Corporation (BK) 0.18 11803 44.14
PPG Industries (PPG) 0.18 4267 116.71
NVIDIA Corporation (NVDA) 0.17 2952 +29% 164.30
Vanguard High Dividend Yield ETF (VYM) 0.17 5357 -14% 87.36
Technology SPDR (XLK) 0.16 5722 +37% 78.12
iShares S&P; Global Technology Sect. (IXN) 0.16 2515 179.72
Mondelez Int 0.15 8060 53.85
Dominion Resources (D) 0.14 5177 77.26
Highland Floatng Rate Opprt Ii Shs Ben Int shs ben int 0.14 29270 13.84
Emerson Electric (EMR) 0.13 5356 66.65
Unilever N.V. (UN) 0.13 6255 60.75
Carpenter Technology Corporation (CRS) 0.13 7505 47.97
iShares Russell 3000 Value Index (IWW) 0.13 6475 +19% 56.68
Alibaba Group Holding Ltd Spon 0.13 2101 169.44
UnitedHealth (UNH) 0.12 1363 +48% 244.31
iShares Dow Jones US Healthcare (IYH) 0.12 1675 +8% 195.22
WisdomTree SmallCap Earnings Fund (EES) 0.12 9745 35.92
iShares Dow Jones US Oil Equip. (IEZ) 0.11 14213 -12% 21.67
iShares S&P; Global Healthcare Sect. (IXJ) 0.11 5160 61.63
WisdomTree MidCap Earnings Fund (EZM) 0.11 7433 39.96
Goldman Sachs (GS) 0.10 1403 204.56
American Express Company (AXP) 0.10 2192 +18% 123.63
United Parcel Service (UPS) 0.10 2770 103.25
International Business Machines (IBM) 0.10 2021 NEW 138.05
Erie Indemnity Company (ERIE) 0.10 1060 NEW 254.72
Ecolab (ECL) 0.09 1284 197.82
American Electric Power Company (AEP) 0.09 3024 87.96
Constellation Brands (STZ) 0.09 1286 NEW 196.73
iShares NASDAQ Biotechnology Index (IBB) 0.09 2341 +15% 108.93
Proshares Tr 0.09 5467 45.00
iShares Dow Jones US Industrial (IYJ) 0.09 1645 +6% 158.05
Bristol Myers Squibb (BMY) 0.08 5229 +3% 45.32
Northrop Grumman Corporation (NOC) 0.08 731 NEW 322.85
TJX Companies (TJX) 0.08 4090 52.81
Fifth Third Ban (FITB) 0.08 8049 27.95
Dex (DXCM) 0.08 1500 NEW 150.00

Past 13F-HR SEC Filings by Private Wealth Advisors

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