Private Wealth Advisors

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

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 csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Portfolio Holdings for Private Wealth Advisors

Private Wealth Advisors holds 115 positions in its portfolio as reported in the December 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 14.3 $27M +6% 200k 132.69
 View chart
Amazon (AMZN) 6.0 $11M 3.4k 3257.43
 View chart
Alphabet Cap Stk Cl A (GOOGL) 5.2 $9.6M -5% 5.5k 1752.60
 View chart
Invesco Qqq Tr Unit Ser 1 (QQQ) 4.8 $8.8M -8% 28k 313.74
 View chart
Microsoft Corporation (MSFT) 4.1 $7.6M -2% 34k 222.41
 View chart
Ishares Tr Core S&p500 Etf (IVV) 3.6 $6.6M 18k 375.38
 View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY) 3.3 $6.1M -12% 16k 373.89
 View chart
Wal-Mart Stores (WMT) 2.5 $4.7M -12% 33k 144.16
 View chart
Ishares Tr S&p 500 Grwt Etf (IVW) 2.4 $4.5M +350% 71k 63.82
 View chart
Walt Disney Company (DIS) 2.3 $4.3M -6% 24k 181.18
 View chart
Verizon Communications (VZ) 2.2 $4.0M +3% 68k 58.75
 View chart
PNC Financial Services (PNC) 2.1 $3.9M -3% 26k 149.00
 View chart
Cisco Systems (CSCO) 1.9 $3.6M -18% 81k 44.75
 View chart
Ishares Tr Core S&p Us Gwt (IUSG) 1.8 $3.4M -9% 39k 88.68
 View chart
Johnson & Johnson (JNJ) 1.8 $3.3M 21k 157.38
 View chart
At&t (T) 1.7 $3.2M +17% 113k 28.76
 View chart
Ishares Tr Nasdaq Biotech (IBB) 1.5 $2.8M +75% 19k 151.49
 View chart
Home Depot (HD) 1.4 $2.7M +18% 10k 265.59
 View chart
Wisdomtree Tr Us Largecap Divd (DLN) 1.4 $2.6M +26% 25k 107.51
 View chart
Select Sector Spdr Tr Sbi Int-finl (XLF) 1.4 $2.6M -9% 87k 29.47
 View chart
McDonald's Corporation (MCD) 1.3 $2.5M -10% 12k 214.56
 View chart
Procter & Gamble Company (PG) 1.2 $2.2M +3% 16k 139.17
 View chart
Netflix (NFLX) 1.2 $2.1M 4.0k 540.71
 View chart
Emclaire Financial 1.1 $2.1M 67k 30.62
 View chart
NVIDIA Corporation (NVDA) 1.1 $2.0M 3.7k 522.38
 View chart
Coca-Cola Company (KO) 0.9 $1.7M -2% 32k 54.84
 View chart
Ishares Tr Core S&p Mcp Etf (IJH) 0.9 $1.6M NEW 7.1k 229.77
 View chart
Pepsi (PEP) 0.8 $1.4M +6% 9.7k 148.32
 View chart
Ishares Tr Core High Dv Etf (HDV) 0.8 $1.4M +183% 16k 87.70
 View chart
Altria (MO) 0.7 $1.3M -3% 33k 41.00
 View chart
JPMorgan Chase & Co. (JPM) 0.7 $1.3M +22% 10k 127.08
 View chart
Ishares Tr S&p 500 Val Etf (IVE) 0.7 $1.3M NEW 9.8k 128.03
 View chart
Rockwell Automation (ROK) 0.6 $1.2M 4.7k 250.85
 View chart
Bank of America Corporation (BAC) 0.6 $1.2M +16% 38k 30.31
 View chart
Lockheed Martin Corporation (LMT) 0.6 $1.1M -16% 3.2k 354.85
 View chart
Abbott Laboratories (ABT) 0.6 $1.1M +2% 10k 109.52
 View chart
3M Company (MMM) 0.6 $1.1M -3% 6.2k 174.75
 View chart
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.6 $1.0M -12% 9.1k 113.44
 View chart
Zimmer Holdings (ZBH) 0.6 $1.0M -3% 6.7k 154.09
 View chart
Abbvie (ABBV) 0.5 $996k +2% 9.3k 107.18
 View chart
Facebook Cl A (META) 0.5 $987k -6% 3.6k 273.26
 View chart
Merck & Co (MRK) 0.5 $978k -33% 12k 81.81
 View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW) 0.5 $973k 18k 53.96
 View chart
Ishares Tr Sp Smcp600vl Etf (IJS) 0.5 $962k NEW 12k 81.32
 View chart
Starbucks Corporation (SBUX) 0.5 $947k -3% 8.9k 106.98
 View chart
Medtronic SHS (MDT) 0.5 $920k -8% 7.9k 117.18
 View chart
Ishares Tr Us Hlthcare Etf (IYH) 0.5 $916k 3.7k 245.91
 View chart
Raytheon Technologies Corp (RTX) 0.5 $854k 12k 71.48
 View chart
Ishares Tr Core S&p Scp Etf (IJR) 0.4 $773k NEW 8.4k 91.90
 View chart
Marriott Intl Cl A (MAR) 0.4 $755k +8% 5.7k 131.85
 View chart
Intel Corporation (INTC) 0.4 $718k -33% 14k 49.84
 View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.4 $717k -12% 2.3k 305.63
 View chart
Colgate-Palmolive Company (CL) 0.4 $690k -13% 8.1k 85.47
 View chart
Select Sector Spdr Tr Sbi Materials (XLB) 0.4 $652k -15% 9.0k 72.40
 View chart
Paypal Holdings (PYPL) 0.3 $633k +2% 2.7k 234.15
 View chart
Vanguard World Fds Comm Srvc Etf (VOX) 0.3 $631k -11% 5.2k 120.21
 View chart
General Electric Company 0.3 $598k -9% 55k 10.80
 View chart
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA) 0.3 $592k NEW 12k 50.49
 View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.3 $567k -4% 1.4k 420.00
 View chart
Ishares Tr Global Tech Etf (IXN) 0.3 $564k -12% 1.9k 300.00
 View chart
Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.3 $556k -9% 3.5k 160.79
 View chart
Dex (DXCM) 0.3 $555k 1.5k 370.00
 View chart
United Parcel Service CL B (UPS) 0.3 $545k +4% 3.2k 168.52
 View chart
Citigroup Com New (C) 0.3 $541k -7% 8.8k 61.65
 View chart
Ishares Tr Core S&p Us Vlu (IUSV) 0.3 $516k NEW 8.3k 62.16
 View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $499k -46% 2.2k 232.09
 View chart
Bristol Myers Squibb (BMY) 0.3 $474k +16% 7.6k 61.99
 View chart
Steel Dynamics (STLD) 0.3 $472k -24% 13k 36.88
 View chart
General Mills (GIS) 0.3 $469k -8% 8.0k 58.80
 View chart
Ishares Tr Us Industrials (IYJ) 0.2 $455k +222% 4.7k 97.01
 View chart
Select Sector Spdr Tr Technology (XLK) 0.2 $454k -2% 3.5k 129.94
 View chart
Oracle Corporation (ORCL) 0.2 $446k 6.9k 64.68
 View chart
American Electric Power Company (AEP) 0.2 $430k +20% 5.2k 83.19
 View chart
Pfizer (PFE) 0.2 $425k 12k 36.77
 View chart
Alibaba Group Hldg Sponsored Ads (BABA) 0.2 $421k +39% 1.8k 232.73
 View chart
Tesla Motors (TSLA) 0.2 $406k -27% 575.00 706.09
 View chart
Ishares Tr Rus 1000 Etf (IWB) 0.2 $405k -2% 1.9k 212.04
 View chart
Mondelez Intl Cl A (MDLZ) 0.2 $397k 6.8k 58.51
 View chart
Ishares Tr Glob Hlthcre Etf (IXJ) 0.2 $394k 5.2k 76.36
 View chart
Carrier Global Corporation (CARR) 0.2 $390k -18% 10k 37.68
 View chart
PPG Industries (PPG) 0.2 $389k -2% 2.7k 144.29
 View chart
UnitedHealth (UNH) 0.2 $373k -23% 1.1k 350.56
 View chart
Vanguard Whitehall Fds High Div Yld (VYM) 0.2 $368k -8% 4.0k 91.47
 View chart
F.N.B. Corporation (FNB) 0.2 $363k 38k 9.49
 View chart
Otis Worldwide Corp (OTIS) 0.2 $350k -21% 5.2k 67.63
 View chart
Philip Morris International (PM) 0.2 $348k -33% 4.2k 82.72
 View chart
Constellation Brands Cl A (STZ) 0.2 $342k -11% 1.6k 218.95
 View chart
Dominion Resources (D) 0.2 $324k 4.3k 75.31
 View chart
Emerson Electric (EMR) 0.2 $320k 4.0k 80.38
 View chart
Ishares Core Msci Emkt (IEMG) 0.2 $317k NEW 5.1k 62.13
 View chart
Twitter 0.2 $313k -9% 5.8k 54.20
 View chart
Chipotle Mexican Grill (CMG) 0.2 $306k 221.00 1384.62
 View chart
Chevron Corporation (CVX) 0.2 $304k 3.6k 84.44
 View chart
Highland Income Highland Income (HFRO) 0.2 $301k 29k 10.28
 View chart
Ecolab (ECL) 0.1 $278k 1.3k 216.17
 View chart
Cummins (CMI) 0.1 $273k -9% 1.2k 227.31
 View chart
Wells Fargo & Company (WFC) 0.1 $272k 9.0k 30.14
 View chart
Select Sector Spdr Tr Sbi Int-inds (XLI) 0.1 $266k -13% 3.0k 88.49
 View chart
Mastercard Incorporated Cl A (MA) 0.1 $265k -3% 742.00 357.14
 View chart
Nike CL B (NKE) 0.1 $264k -12% 1.9k 141.63
 View chart
Advanced Micro Devices (AMD) 0.1 $262k NEW 2.9k 91.70
 View chart
Qualcomm (QCOM) 0.1 $249k NEW 1.6k 152.29
 View chart
Target Corporation (TGT) 0.1 $242k NEW 1.4k 176.26
 View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.1 $227k 2.5k 91.09
 View chart
Boeing Company (BA) 0.1 $227k -13% 1.1k 213.75
 View chart
Fifth Third Ban (FITB) 0.1 $222k NEW 8.0k 27.63
 View chart
Wisdomtree Tr Us Midcap Fund (EZM) 0.1 $219k NEW 5.0k 43.53
 View chart
Goldman Sachs (GS) 0.1 $218k -49% 825.00 264.24
 View chart
Vanguard Bd Index Fds Intermed Term (BIV) 0.1 $208k NEW 2.2k 93.06
 View chart
Southwest Airlines (LUV) 0.1 $206k NEW 4.4k 46.64
 View chart
Wisdomtree Tr Us Smallcap Fund (EES) 0.1 $202k NEW 5.2k 38.88
 View chart
Huntington Bancshares Incorporated (HBAN) 0.1 $163k 13k 12.66
 View chart
AmeriServ Financial (ASRV) 0.0 $42k 14k 3.12
 View chart
Titan Med Com New (TMDIF) 0.0 $34k +81% 20k 1.70
 View chart
Infinity Pharmaceuticals (INFIQ) 0.0 $25k NEW 12k 2.08
 View chart

Past Filings by Private Wealth Advisors

SEC 13F filings are viewable for Private Wealth Advisors going back to 2012

View all past filings