International Private Wealth Advisors

International Private Wealth Advisors as of Sept. 30, 2024

Portfolio Holdings for International Private Wealth Advisors

International Private Wealth Advisors holds 121 positions in its portfolio as reported in the September 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) 9.8 $6.7M 12k 573.77
Etf Opportunities Trust Idx Dynamic Fixe (DYFI) 5.2 $3.5M 148k 23.94
Apple (AAPL) 4.6 $3.1M 13k 233.01
Ssga Active Tr Spdr Ssga Us Sct (XLSR) 2.9 $2.0M 38k 51.83
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 2.7 $1.9M 28k 67.85
Amazon (AMZN) 2.6 $1.8M 9.5k 186.33
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 2.3 $1.6M 38k 41.28
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 2.2 $1.5M 41k 37.56
Costco Wholesale Corporation (COST) 2.1 $1.4M 1.6k 886.75
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 2.0 $1.4M 27k 50.74
Ssga Active Tr Spdr Ssga Fxd (FISR) 1.9 $1.3M 50k 26.59
Ishares Tr Core S&p Scp Etf (IJR) 1.7 $1.1M 9.7k 116.96
Spdr Ser Tr Portfolio Agrgte (SPAB) 1.6 $1.1M 42k 26.14
Microsoft Corporation (MSFT) 1.5 $1.0M 2.4k 430.31
Spdr Ser Tr Bloomberg 1-3 Mo (BIL) 1.5 $1.0M 11k 91.81
Spdr Gold Tr Gold Shs (GLD) 1.5 $1.0M 4.2k 243.06
Ishares Tr Core Us Aggbd Et (AGG) 1.3 $910k 9.0k 101.27
NVIDIA Corporation (NVDA) 1.3 $883k 7.3k 121.44
Spdr Ser Tr Portfolio S&p500 (SPLG) 1.1 $755k 11k 67.51
Altria (MO) 0.9 $642k 13k 51.04
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.9 $630k 7.5k 83.75
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.9 $607k 1.2k 488.07
Ishares Tr Core S&p Mcp Etf (IJH) 0.9 $607k 9.7k 62.32
Spdr Ser Tr Portfolio Ln Tsr (SPTL) 0.8 $572k 20k 29.07
Spdr Ser Tr Portfolio S&p600 (SPSM) 0.8 $552k 12k 45.51
International Paper Company (IP) 0.8 $543k 11k 48.85
Vaneck Etf Trust Fallen Angel Hg (ANGL) 0.8 $530k 18k 29.41
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.7 $486k 5.8k 84.53
Ishares Tr Core Msci Eafe (IEFA) 0.7 $486k 6.2k 78.05
Verizon Communications (VZ) 0.7 $484k 11k 44.91
McDonald's Corporation (MCD) 0.7 $476k 1.6k 304.57
Public Service Enterprise (PEG) 0.7 $475k 5.3k 89.21
Kimberly-Clark Corporation (KMB) 0.7 $469k 3.3k 142.29
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.7 $462k 5.6k 83.09
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 0.7 $453k 4.5k 100.69
At&t (T) 0.7 $453k 21k 22.00
Home Depot (HD) 0.7 $451k 1.1k 405.09
NiSource (NI) 0.7 $450k 13k 34.65
Key (KEY) 0.6 $431k 26k 16.75
Pfizer (PFE) 0.6 $423k 15k 28.94
Spdr Ser Tr Portfolio S&p400 (SPMD) 0.6 $416k 7.6k 54.68
Us Bancorp Del Com New (USB) 0.6 $415k 9.1k 45.73
Entergy Corporation (ETR) 0.6 $411k 3.1k 131.60
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.6 $399k 5.1k 78.69
Citizens Financial (CFG) 0.6 $399k 9.7k 41.07
Edison International (EIX) 0.6 $387k 4.4k 87.09
Invesco Exchange Traded Fd T S&p Midcap 400 (GRPM) 0.6 $382k 3.3k 117.08
Watsco, Incorporated (WSO) 0.6 $380k 773.00 492.02
CMS Energy Corporation (CMS) 0.6 $376k 5.3k 70.64
Omni (OMC) 0.5 $372k 3.6k 103.38
Dominion Resources (D) 0.5 $371k 6.4k 57.79
UnitedHealth (UNH) 0.5 $371k 634.00 584.77
Truist Financial Corp equities (TFC) 0.5 $368k 8.6k 42.77
Ishares Tr Tips Bd Etf (TIP) 0.5 $368k 3.3k 110.47
Regions Financial Corporation (RF) 0.5 $368k 16k 23.33
Huntington Bancshares Incorporated (HBAN) 0.5 $361k 25k 14.70
American Electric Power Company (AEP) 0.5 $361k 3.5k 102.61
Prudential Financial (PRU) 0.5 $361k 3.0k 121.08
Fmc Corp Com New (FMC) 0.5 $356k 5.4k 65.94
Oneok (OKE) 0.5 $354k 3.9k 91.13
International Business Machines (IBM) 0.5 $354k 1.6k 221.07
Fifth Third Ban (FITB) 0.5 $341k 8.0k 42.84
Nrg Energy Com New (NRG) 0.5 $339k 3.7k 91.09
Tractor Supply Company (TSCO) 0.5 $339k 1.2k 290.93
Best Buy (BBY) 0.5 $330k 3.2k 103.31
Philip Morris International (PM) 0.5 $329k 2.7k 121.38
ConAgra Foods (CAG) 0.5 $329k 10k 32.52
Alliant Energy Corporation (LNT) 0.5 $323k 5.3k 60.69
Wal-Mart Stores (WMT) 0.5 $317k 3.9k 80.75
Pgim Etf Tr Pgim Ultra Sh Bd (PULS) 0.5 $310k 6.2k 49.78
PPL Corporation (PPL) 0.4 $307k 9.3k 33.08
World Gold Tr Spdr Gld Minis (GLDM) 0.4 $305k 5.8k 52.13
Automatic Data Processing (ADP) 0.4 $299k 1.1k 276.73
Direxion Shs Etf Tr Dly Smcap Bull3x (TNA) 0.4 $298k 6.7k 44.34
DTE Energy Company (DTE) 0.4 $291k 2.3k 128.43
Mccormick & Co Com Non Vtg (MKC) 0.4 $287k 3.5k 82.30
Fidelity National Financial Fnf Group Com (FNF) 0.4 $287k 4.6k 62.06
Ford Motor Company (F) 0.4 $285k 27k 10.56
Invesco SHS (IVZ) 0.4 $282k 16k 17.56
Lyondellbasell Industries N Shs - A - (LYB) 0.4 $281k 2.9k 95.88
Colgate-Palmolive Company (CL) 0.4 $278k 2.7k 103.81
Interpublic Group of Companies (IPG) 0.4 $278k 8.8k 31.63
FirstEnergy (FE) 0.4 $275k 6.2k 44.35
Oge Energy Corp (OGE) 0.4 $275k 6.7k 41.02
Procter & Gamble Company (PG) 0.4 $274k 1.6k 173.15
Amgen (AMGN) 0.4 $271k 840.00 322.21
Clorox Company (CLX) 0.4 $270k 1.7k 162.91
Paychex (PAYX) 0.4 $268k 2.0k 134.19
Newmont Mining Corporation (NEM) 0.4 $267k 5.0k 53.45
Pepsi (PEP) 0.4 $265k 1.6k 170.05
Wec Energy Group (WEC) 0.4 $263k 2.7k 96.19
Hershey Company (HSY) 0.4 $260k 1.4k 191.78
Franklin Resources (BEN) 0.4 $259k 13k 20.15
Valero Energy Corporation (VLO) 0.4 $258k 1.9k 135.02
Chevron Corporation (CVX) 0.4 $257k 1.7k 147.27
Hp (HPQ) 0.4 $256k 7.1k 35.87
Alphabet Cap Stk Cl C (GOOG) 0.4 $255k 1.5k 167.20
Sonoco Products Company (SON) 0.4 $254k 4.6k 54.63
Seagate Technology Hldngs Pl Ord Shs (STX) 0.4 $254k 2.3k 109.51
Comerica Incorporated (CMA) 0.4 $253k 4.2k 59.92
Spdr Ser Tr Portfli Intrmdit (SPTI) 0.4 $252k 8.7k 29.06
Exxon Mobil Corporation (XOM) 0.4 $248k 2.1k 117.21
Whirlpool Corporation (WHR) 0.4 $248k 2.3k 106.99
Ishares Core Msci Emkt (IEMG) 0.4 $248k 4.3k 57.40
Johnson & Johnson (JNJ) 0.4 $246k 1.5k 162.09
Ishares Gold Tr Ishares New (IAU) 0.4 $242k 4.9k 49.70
Principal Financial (PFG) 0.4 $242k 2.8k 85.90
Schwab Strategic Tr Intl Sceqt Etf (SCHC) 0.4 $241k 6.3k 38.53
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.4 $241k 3.0k 79.42
Visa Com Cl A (V) 0.3 $237k 862.00 274.97
Tesla Motors (TSLA) 0.3 $237k 904.00 261.63
Emerson Electric (EMR) 0.3 $219k 2.0k 109.40
Invesco Exchange Traded Fd T S&p500 Eql Hlt (RSPH) 0.3 $216k 6.7k 32.23
Quest Diagnostics Incorporated (DGX) 0.3 $213k 1.4k 155.25
Schwab Strategic Tr Fundamental Us S (FNDA) 0.3 $211k 3.5k 59.57
Spdr Ser Tr Bloomberg High Y (JNK) 0.3 $207k 2.1k 97.78
Mondelez Intl Cl A (MDLZ) 0.3 $203k 2.8k 73.67
Nuveen Multi-Strategy Income & Growth (JPC) 0.3 $174k 22k 8.07
Pimco High Income Com Shs (PHK) 0.2 $120k 24k 5.00
Walgreen Boots Alliance (WBA) 0.2 $115k 13k 8.96
Grayscale Bitcoin Mini Tr Bt SHS 0.1 $60k 11k 5.63