International Private Wealth Advisors

International Private Wealth Advisors as of March 31, 2024

Portfolio Holdings for International Private Wealth Advisors

International Private Wealth Advisors holds 111 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr S&p 500 Etf Tr Tr Unit (SPY) 9.3 $4.8M 9.2k 523.07
Etf Opportunities Trust Idx Dynamic Fixe (DYFI) 7.3 $3.8M 152k 24.90
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 3.9 $2.0M 32k 62.06
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) 2.2 $1.2M 23k 50.45
Costco Wholesale Corporation (COST) 2.2 $1.1M 1.6k 732.83
Ishares Tr Core S&p Scp Etf (IJR) 2.0 $1.0M 9.4k 110.52
Microsoft Corporation (MSFT) 1.8 $922k 2.2k 420.70
Spdr Ser Tr Bloomberg 1-3 Mo (BIL) 1.7 $872k 9.5k 91.80
Amazon (AMZN) 1.6 $841k 4.7k 180.38
Ssga Active Tr Spdr Ssga Fxd (FISR) 1.5 $761k 30k 25.63
Ishares Tr Core Us Aggbd Et (AGG) 1.5 $758k 7.7k 97.94
Vanguard Scottsdale Fds Int-term Corp (VCIT) 1.4 $720k 8.9k 80.51
Ishares Tr Core S&p Mcp Etf (IJH) 1.2 $643k 11k 60.74
Vaneck Etf Trust Fallen Angel Hg (ANGL) 1.2 $622k 21k 29.02
Schwab Strategic Tr Us Dividend Eq (SCHD) 1.1 $551k 6.8k 80.63
Apple (AAPL) 1.1 $545k 3.2k 171.46
Spdr Gold Tr Gold Shs (GLD) 1.0 $542k 2.6k 205.72
Seagate Technology Hldngs Pl Ord Shs (STX) 1.0 $537k 5.8k 93.05
Nrg Energy Com New (NRG) 1.0 $508k 7.5k 67.69
Ishares Tr Core Msci Eafe (IEFA) 0.9 $485k 6.5k 74.22
International Paper Company (IP) 0.9 $477k 12k 39.02
Kimberly-Clark Corporation (KMB) 0.9 $476k 3.7k 129.34
Watsco, Incorporated (WSO) 0.9 $470k 1.1k 431.85
Verizon Communications (VZ) 0.9 $466k 11k 41.96
Lyondellbasell Industries N Shs - A - (LYB) 0.9 $464k 4.5k 102.28
McDonald's Corporation (MCD) 0.9 $463k 1.6k 281.95
Ssga Active Tr Spdr Ssga Us Sct (XLSR) 0.9 $460k 9.2k 49.86
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.9 $452k 5.6k 81.43
Prudential Financial (PRU) 0.8 $440k 3.8k 117.40
NVIDIA Corporation (NVDA) 0.8 $437k 484.00 903.56
International Business Machines (IBM) 0.8 $436k 2.3k 190.96
Philip Morris International (PM) 0.8 $434k 4.7k 91.63
Invesco Exchange Traded Fd T S&p Midcap 400 (GRPM) 0.8 $431k 3.6k 120.28
Chevron Corporation (CVX) 0.8 $427k 2.7k 157.72
Home Depot (HD) 0.8 $426k 1.1k 383.47
Us Bancorp Del Com New (USB) 0.8 $411k 9.2k 44.70
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.8 $408k 11k 35.84
Spdr Ser Tr Portfolio Agrgte (SPAB) 0.8 $400k 16k 25.28
Key (KEY) 0.8 $395k 25k 15.81
Spdr Ser Tr Portfolio Ln Tsr (SPTL) 0.8 $389k 14k 27.94
Oneok (OKE) 0.7 $384k 4.8k 80.17
Ford Motor Company (F) 0.7 $377k 28k 13.28
Fifth Third Ban (FITB) 0.7 $376k 10k 37.21
Emerson Electric (EMR) 0.7 $373k 3.3k 113.42
World Gold Tr Spdr Gld Minis (GLDM) 0.7 $369k 8.4k 44.05
Comerica Incorporated (CMA) 0.7 $359k 6.5k 54.99
Ishares Tr Tips Bd Etf (TIP) 0.7 $358k 3.3k 107.41
Fidelity National Financial Fnf Group Com (FNF) 0.7 $357k 6.7k 53.10
NiSource (NI) 0.7 $356k 13k 27.66
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.7 $355k 800.00 444.01
Public Service Enterprise (PEG) 0.7 $355k 5.3k 66.79
At&t (T) 0.7 $344k 20k 17.60
Principal Financial (PFG) 0.7 $337k 3.9k 86.31
Citizens Financial (CFG) 0.6 $335k 9.2k 36.29
Entergy Corporation (ETR) 0.6 $334k 3.2k 105.69
Edison International (EIX) 0.6 $333k 4.7k 70.74
Truist Financial Corp equities (TFC) 0.6 $330k 8.5k 38.98
Dominion Resources (D) 0.6 $329k 6.7k 49.19
Omni (OMC) 0.6 $327k 3.4k 96.76
Valero Energy Corporation (VLO) 0.6 $325k 1.9k 170.69
Huntington Bancshares Incorporated (HBAN) 0.6 $323k 23k 13.95
Franklin Resources (BEN) 0.6 $316k 11k 28.11
Tractor Supply Company (TSCO) 0.6 $314k 1.2k 261.72
Spdr Ser Tr Portfli Intrmdit (SPTI) 0.6 $312k 11k 28.18
Merck & Co (MRK) 0.6 $309k 2.3k 131.92
CMS Energy Corporation (CMS) 0.6 $309k 5.1k 60.34
American Electric Power Company (AEP) 0.6 $292k 3.4k 86.11
Hp (HPQ) 0.6 $291k 9.6k 30.22
Exelon Corporation (EXC) 0.5 $284k 7.6k 37.57
Wal-Mart Stores (WMT) 0.5 $279k 4.6k 60.17
Ishares Tr Russell 2000 Etf (IWM) 0.5 $278k 1.3k 210.30
Mccormick & Co Com Non Vtg (MKC) 0.5 $278k 3.6k 76.81
Invesco SHS (IVZ) 0.5 $277k 17k 16.59
Procter & Gamble Company (PG) 0.5 $275k 1.7k 162.29
Direxion Shs Etf Tr Dly Smcap Bull3x (TNA) 0.5 $273k 6.4k 42.92
Alliant Energy Corporation (LNT) 0.5 $269k 5.3k 50.40
Colgate-Palmolive Company (CL) 0.5 $269k 3.0k 90.05
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.5 $269k 7.4k 36.19
DTE Energy Company (DTE) 0.5 $268k 2.4k 112.12
Automatic Data Processing (ADP) 0.5 $266k 1.1k 249.74
Interpublic Group of Companies (IPG) 0.5 $265k 8.1k 32.63
PPL Corporation (PPL) 0.5 $262k 9.5k 27.53
Johnson & Johnson (JNJ) 0.5 $261k 1.6k 158.21
Pepsi (PEP) 0.5 $260k 1.5k 175.02
Clorox Company (CLX) 0.5 $256k 1.7k 153.11
Sonoco Products Company (SON) 0.5 $251k 4.3k 57.84
Spdr Ser Tr Bloomberg High Y (JNK) 0.5 $251k 2.6k 95.20
Exxon Mobil Corporation (XOM) 0.5 $250k 2.1k 116.24
Paychex (PAYX) 0.5 $249k 2.0k 122.80
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.5 $248k 3.2k 77.31
Altria (MO) 0.5 $247k 5.7k 43.62
Hershey Company (HSY) 0.5 $247k 1.3k 194.50
Spdr Ser Tr Portfolio S&p500 (SPLG) 0.5 $246k 4.0k 61.54
FirstEnergy (FE) 0.5 $244k 6.3k 38.62
Oge Energy Corp (OGE) 0.5 $244k 7.1k 34.30
Novo-nordisk A S Adr (NVO) 0.5 $241k 1.9k 128.40
Ishares Gold Tr Ishares New (IAU) 0.5 $240k 5.7k 42.01
Visa Com Cl A (V) 0.5 $236k 844.00 279.09
Walgreen Boots Alliance (WBA) 0.5 $234k 11k 21.69
Amgen (AMGN) 0.4 $231k 814.00 284.32
Schwab Strategic Tr Schwab Fdt Us Sc (FNDA) 0.4 $231k 4.0k 57.03
UnitedHealth (UNH) 0.4 $228k 460.00 494.77
Ishares Tr Pfd And Incm Sec (PFF) 0.4 $221k 6.9k 32.23
Wec Energy Group (WEC) 0.4 $220k 2.7k 82.11
Fastenal Company (FAST) 0.4 $218k 2.8k 77.14
Newell Rubbermaid (NWL) 0.4 $217k 27k 8.03
Invesco Exchange Traded Fd T S&p500 Eql Hlt (RSPH) 0.4 $212k 6.7k 31.79
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.4 $203k 4.1k 49.19
Nuveen Multi-Strategy Income & Growth (JPC) 0.3 $149k 21k 7.19
Pimco High Income Com Shs (PHK) 0.2 $112k 23k 4.94
New York Community Ban 0.2 $82k 25k 3.22