International Private Wealth Advisors

International Private Wealth Advisors as of Dec. 31, 2023

Portfolio Holdings for International Private Wealth Advisors

International Private Wealth Advisors holds 106 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 Ser Tr Portfolio S&p500 (SPLG) 12.9 $13M 233k 55.90
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 9.5 $9.6M 282k 34.01
Spdr S&p 500 Etf Tr Tr Unit (SPY) 6.4 $6.4M 14k 475.32
Ssga Active Tr Spdr Ssga Us Sct (XLSR) 5.0 $5.1M 111k 45.76
Ishares Core Msci Emkt (IEMG) 4.9 $5.0M 98k 50.58
Spdr Ser Tr Portfolio Agrgte (SPAB) 4.4 $4.5M 174k 25.64
Ishares Tr Core S&p Scp Etf (IJR) 3.5 $3.5M 32k 108.25
Ishares Tr Core S&p Mcp Etf (IJH) 3.1 $3.1M 11k 277.15
Apple (AAPL) 2.3 $2.3M 12k 192.55
Tesla Motors (TSLA) 2.0 $2.0M 8.2k 248.47
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 1.9 $2.0M 35k 56.40
Spdr Ser Tr Portfolio Ln Tsr (SPTL) 1.8 $1.9M 64k 29.02
Spdr Index Shs Fds S&p Intl Smlcp (GWX) 1.7 $1.7M 55k 31.76
Ssga Active Tr Spdr Ssga Fxd (FISR) 1.6 $1.6M 63k 26.02
Amazon (AMZN) 1.5 $1.5M 10k 151.94
Ishares Tr Global Reit Etf (REET) 1.4 $1.4M 58k 24.18
Microsoft Corporation (MSFT) 1.3 $1.3M 3.5k 376.00
Vaneck Etf Trust Fallen Angel Hg (ANGL) 1.3 $1.3M 46k 28.78
Ishares Tr Iboxx Inv Cp Etf (LQD) 1.2 $1.3M 11k 110.66
Costco Wholesale Corporation (COST) 1.1 $1.1M 1.7k 660.24
Vanguard Scottsdale Fds Int-term Corp (VCIT) 1.1 $1.1M 13k 81.28
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) 1.0 $1.0M 21k 50.23
Spdr Ser Tr Bloomberg 1-3 Mo (BIL) 1.0 $1.0M 11k 91.39
Invesco Actvely Mngd Etc Optimum Yield (PDBC) 1.0 $1.0M 77k 13.30
Ishares Tr Iboxx Hi Yd Etf (HYG) 1.0 $1.0M 13k 77.39
Ishares Tr Core Us Aggbd Et (AGG) 0.9 $960k 9.7k 99.25
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.9 $893k 9.0k 98.88
Meta Platforms Cl A (META) 0.8 $847k 2.4k 353.96
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.8 $828k 2.0k 409.49
Spdr Gold Tr Gold Shs (GLD) 0.6 $652k 3.4k 191.17
Spdr Ser Tr Portfli Intrmdit (SPTI) 0.6 $582k 20k 28.56
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.5 $526k 6.8k 77.02
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.5 $523k 6.9k 76.13
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.5 $509k 14k 35.41
Vaneck Etf Trust Jp Mrgan Em Loc (EMLC) 0.5 $482k 19k 25.35
Nike CL B (NKE) 0.5 $480k 4.4k 108.57
Ssga Active Etf Tr Blackstone Senr (SRLN) 0.5 $468k 11k 41.93
Home Depot (HD) 0.5 $456k 1.3k 346.68
Ishares Tr Core Msci Eafe (IEFA) 0.4 $450k 6.4k 70.35
Kimberly-Clark Corporation (KMB) 0.4 $432k 3.6k 121.53
Wisdomtree Tr Us Total Dividnd (DTD) 0.4 $431k 6.6k 65.38
McDonald's Corporation (MCD) 0.4 $424k 1.4k 296.59
Grayscale Bitcoin Tr Btc Shs Rep Com Ut (GBTC) 0.4 $422k 12k 34.62
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.4 $418k 5.6k 75.32
Wells Fargo & Company (WFC) 0.4 $416k 8.5k 49.22
Johnson & Johnson (JNJ) 0.4 $397k 2.5k 156.76
Spdr Ser Tr Portfolio S&p600 (SPSM) 0.4 $377k 8.9k 42.18
Ishares Tr Tips Bd Etf (TIP) 0.4 $371k 3.5k 107.49
Invesco Exchange Traded Fd T S&p Midcap 400 (GRPM) 0.4 $359k 3.6k 98.39
Sempra Energy (SRE) 0.3 $353k 4.7k 74.73
Exxon Mobil Corporation (XOM) 0.3 $348k 3.5k 99.99
Ishares Tr Broad Usd High (USHY) 0.3 $343k 9.4k 36.35
Ishares Tr Msci Intl Qualty (IQLT) 0.3 $335k 8.9k 37.56
Delta Air Lines Inc Del Com New (DAL) 0.3 $324k 8.0k 40.23
Alphabet Cap Stk Cl C (GOOG) 0.3 $322k 2.3k 140.95
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.3 $318k 6.4k 49.37
Spdr Ser Tr Bloomberg Emg Mk (EMHC) 0.3 $306k 13k 24.36
Amgen (AMGN) 0.3 $300k 1.0k 288.02
Spdr Ser Tr Bloomberg 1 10 Y (TIPX) 0.3 $292k 16k 18.59
Ishares Gold Tr Ishares New (IAU) 0.3 $287k 7.3k 39.03
Watsco, Incorporated (WSO) 0.3 $285k 664.00 428.71
NVIDIA Corporation (NVDA) 0.3 $279k 564.00 495.22
Seagate Technology Hldngs Pl Ord Shs (STX) 0.3 $276k 3.2k 85.37
Ishares Tr Russell 2000 Etf (IWM) 0.3 $273k 1.4k 200.71
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.3 $262k 3.4k 77.37
Coca-Cola Company (KO) 0.3 $254k 4.3k 58.92
Procter & Gamble Company (PG) 0.2 $252k 1.7k 146.57
Direxion Shs Etf Tr Dly Smcap Bull3x (TNA) 0.2 $251k 6.4k 39.45
Hershey Company (HSY) 0.2 $250k 1.3k 186.44
Chevron Corporation (CVX) 0.2 $248k 1.7k 149.18
Philip Morris International (PM) 0.2 $248k 2.6k 94.07
International Paper Company (IP) 0.2 $248k 6.9k 36.15
Verizon Communications (VZ) 0.2 $248k 6.6k 37.70
Lyondellbasell Industries N Shs - A - (LYB) 0.2 $248k 2.6k 95.09
Wal-Mart Stores (WMT) 0.2 $247k 1.6k 157.66
Visa Com Cl A (V) 0.2 $244k 936.00 260.45
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.2 $237k 1.6k 147.10
Prudential Financial (PRU) 0.2 $234k 2.3k 103.69
Ishares Tr Gl Clean Ene Etf (ICLN) 0.2 $231k 15k 15.57
International Business Machines (IBM) 0.2 $229k 1.4k 163.53
Schwab Strategic Tr Schwab Fdt Us Sc (FNDA) 0.2 $229k 4.1k 55.35
Paychex (PAYX) 0.2 $223k 1.9k 119.11
Clorox Company (CLX) 0.2 $223k 1.6k 142.59
Tractor Supply Company (TSCO) 0.2 $219k 1.0k 215.03
Us Bancorp Del Com New (USB) 0.2 $218k 5.0k 43.28
Vaneck Etf Trust Durable Hgh Div (DURA) 0.2 $217k 7.0k 31.01
Ishares Tr Pfd And Incm Sec (PFF) 0.2 $217k 7.0k 31.19
Fastenal Company (FAST) 0.2 $215k 3.3k 64.77
Nrg Energy Com New (NRG) 0.2 $213k 4.1k 51.70
At&t (T) 0.2 $213k 13k 16.78
Illinois Tool Works (ITW) 0.2 $209k 797.00 261.94
Colgate-Palmolive Company (CL) 0.2 $207k 2.6k 79.72
Emerson Electric (EMR) 0.2 $205k 2.1k 97.33
Pepsi (PEP) 0.2 $201k 1.2k 169.85
UnitedHealth (UNH) 0.2 $201k 382.00 526.65
Medtronic SHS (MDT) 0.2 $201k 2.4k 82.37
Comerica Incorporated (CMA) 0.2 $201k 3.6k 55.81
Automatic Data Processing (ADP) 0.2 $201k 862.00 232.97
Ford Motor Company (F) 0.2 $200k 16k 12.19
Key (KEY) 0.2 $199k 14k 14.40
Huntington Bancshares Incorporated (HBAN) 0.2 $170k 13k 12.72
Nuveen Multi-Strategy Income & Growth (JPC) 0.1 $137k 20k 6.76
Newell Rubbermaid (NWL) 0.1 $130k 15k 8.68
New York Community Ban 0.1 $122k 12k 10.23
Pimco High Income Com Shs (PHK) 0.1 $110k 22k 4.99
Canoo Cl A Com New (GOEV) 0.0 $11k 44k 0.26