International Private Wealth Advisors

International Private Wealth Advisors as of Dec. 31, 2024

Portfolio Holdings for International Private Wealth Advisors

International Private Wealth Advisors holds 152 positions in its portfolio as reported in the December 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) 8.0 $8.1M 14k 586.09
Apple (AAPL) 4.9 $4.9M 20k 250.42
Etf Opportunities Trust Idx Dynamic Fixe (DYFI) 3.2 $3.2M 138k 23.28
Amazon (AMZN) 3.2 $3.2M 14k 219.39
NVIDIA Corporation (NVDA) 2.9 $2.9M 22k 134.29
Ssga Active Tr Spdr Ssga Us Sct (XLSR) 2.6 $2.6M 49k 53.44
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 2.6 $2.6M 76k 34.13
Costco Wholesale Corporation (COST) 2.6 $2.6M 2.8k 916.41
Spdr Ser Tr Portfolio S&p500 (SPLG) 2.2 $2.2M 32k 68.94
Microsoft Corporation (MSFT) 2.2 $2.2M 5.1k 421.51
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 1.6 $1.6M 71k 23.18
Ishares Tr Core S&p Scp Etf (IJR) 1.6 $1.6M 14k 115.22
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 1.5 $1.5M 38k 38.37
Ishares Tr Core S&p Mcp Etf (IJH) 1.5 $1.5M 24k 62.31
Spdr Ser Tr Portfolio Agrgte (SPAB) 1.4 $1.4M 56k 24.99
Ishares Tr Core Us Aggbd Et (AGG) 1.3 $1.3M 13k 96.90
Ishares Tr 20 Yr Tr Bd Etf (TLT) 1.3 $1.3M 14k 87.33
Spdr Ser Tr Bloomberg 1-3 Mo (BIL) 1.2 $1.2M 14k 91.43
Ishares Tr 1 3 Yr Treas Bd (SHY) 1.2 $1.2M 15k 81.98
Ssga Active Tr Spdr Ssga Fxd (FISR) 1.2 $1.2M 47k 25.36
Vanguard Bd Index Fds Short Trm Bond (BSV) 1.1 $1.1M 14k 77.27
Invesco Qqq Tr Unit Ser 1 (QQQ) 1.1 $1.1M 2.1k 511.33
Procter & Gamble Company (PG) 1.0 $1.0M 6.0k 167.64
Spdr Gold Tr Gold Shs (GLD) 1.0 $987k 4.1k 242.13
Eli Lilly & Co. (LLY) 1.0 $957k 1.2k 771.88
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 0.9 $942k 19k 50.37
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 0.8 $850k 19k 44.87
Wal-Mart Stores (WMT) 0.8 $825k 9.1k 90.35
Ishares Tr 3 7 Yr Treas Bd (IEI) 0.8 $820k 7.1k 115.55
Ishares Tr 7-10 Yr Trsy Bd (IEF) 0.8 $777k 8.4k 92.45
Ishares Core Msci Emkt (IEMG) 0.7 $731k 14k 52.22
Spdr Ser Tr Portfolio Ln Tsr (SPTL) 0.7 $717k 27k 26.19
Alphabet Cap Stk Cl C (GOOG) 0.7 $679k 3.6k 190.42
Vaneck Etf Trust Fallen Angel Hg (ANGL) 0.7 $678k 24k 28.67
Altria (MO) 0.7 $657k 13k 52.29
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.6 $647k 6.1k 106.84
Abbvie (ABBV) 0.6 $644k 3.6k 177.72
Spdr Ser Tr Portfolio S&p600 (SPSM) 0.6 $612k 14k 44.92
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.6 $603k 7.5k 80.27
Oneok (OKE) 0.6 $585k 5.8k 100.39
International Paper Company (IP) 0.6 $561k 10k 53.82
Alphabet Cap Stk Cl A (GOOGL) 0.6 $554k 2.9k 189.33
Visa Com Cl A (V) 0.6 $554k 1.8k 316.08
Nike CL B (NKE) 0.5 $547k 7.2k 75.67
At&t (T) 0.5 $529k 23k 22.77
Invesco Exchange Traded Fd T S&p Midcap 400 (GRPM) 0.5 $525k 4.7k 112.75
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.5 $517k 2.9k 178.09
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.5 $504k 19k 27.32
Spdr Ser Tr Bloomberg High Y (JNK) 0.5 $502k 5.3k 95.47
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.5 $486k 1.1k 453.28
NiSource (NI) 0.5 $474k 13k 36.76
McDonald's Corporation (MCD) 0.5 $468k 1.6k 289.81
Ishares Tr Core Msci Eafe (IEFA) 0.5 $467k 6.6k 70.28
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.5 $462k 17k 27.71
Entergy Corporation (ETR) 0.5 $460k 6.1k 75.82
Home Depot (HD) 0.4 $451k 1.2k 388.90
Public Service Enterprise (PEG) 0.4 $450k 5.3k 84.49
Exxon Mobil Corporation (XOM) 0.4 $449k 4.2k 107.57
Tesla Motors (TSLA) 0.4 $448k 1.1k 403.84
Verizon Communications (VZ) 0.4 $446k 11k 39.99
Kimberly-Clark Corporation (KMB) 0.4 $442k 3.4k 131.06
Key (KEY) 0.4 $440k 26k 17.14
Spdr Ser Tr Portfolio S&p400 (SPMD) 0.4 $439k 8.0k 54.69
Us Bancorp Del Com New (USB) 0.4 $434k 9.1k 47.83
Citizens Financial (CFG) 0.4 $422k 9.6k 43.76
Pfizer (PFE) 0.4 $403k 15k 26.53
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 0.4 $400k 4.0k 100.34
Huntington Bancshares Incorporated (HBAN) 0.4 $399k 25k 16.27
Wisdomtree Tr Us Total Dividnd (DTD) 0.4 $390k 5.1k 75.86
Truist Financial Corp equities (TFC) 0.4 $380k 8.8k 43.38
JPMorgan Chase & Co. (JPM) 0.4 $372k 1.6k 239.67
Watsco, Incorporated (WSO) 0.4 $371k 782.00 473.86
Regions Financial Corporation (RF) 0.4 $368k 16k 23.52
Ishares Tr Mbs Etf (MBB) 0.4 $367k 4.0k 91.68
UnitedHealth (UNH) 0.4 $365k 722.00 505.66
Edison International (EIX) 0.4 $362k 4.5k 79.84
CMS Energy Corporation (CMS) 0.4 $360k 5.4k 66.65
Prudential Financial (PRU) 0.4 $357k 3.0k 118.54
Ishares Tr Tips Bd Etf (TIP) 0.4 $355k 3.3k 106.55
Dominion Resources (D) 0.4 $354k 6.6k 53.86
International Business Machines (IBM) 0.3 $348k 1.6k 219.85
Fifth Third Ban (FITB) 0.3 $340k 8.0k 42.28
Nrg Energy Com New (NRG) 0.3 $338k 3.7k 90.22
Ishares Tr Msci Intl Qualty (IQLT) 0.3 $337k 9.1k 37.12
American Electric Power Company (AEP) 0.3 $331k 3.6k 92.22
Automatic Data Processing (ADP) 0.3 $325k 1.1k 292.73
Philip Morris International (PM) 0.3 $323k 2.7k 120.37
Spdr Index Shs Fds S&p Intl Smlcp (GWX) 0.3 $322k 10k 30.98
Tractor Supply Company (TSCO) 0.3 $321k 6.1k 53.06
Meta Platforms Cl A (META) 0.3 $320k 546.00 585.55
Alliant Energy Corporation (LNT) 0.3 $319k 5.4k 59.14
Omni (OMC) 0.3 $314k 3.7k 86.04
Spdr Ser Tr Bloomberg Enhncd (CERY) 0.3 $305k 12k 25.88
World Gold Tr Spdr Gld Minis (GLDM) 0.3 $303k 5.8k 51.99
PPL Corporation (PPL) 0.3 $302k 9.3k 32.46
ConAgra Foods (CAG) 0.3 $295k 11k 27.75
Duke Energy Corp Com New (DUK) 0.3 $295k 2.7k 107.74
Spdr Ser Tr Portfolio Intrmd (SPIB) 0.3 $291k 8.9k 32.76
Invesco Actvely Mngd Etc Optimum Yield (PDBC) 0.3 $285k 22k 12.99
Invesco SHS (IVZ) 0.3 $283k 16k 17.48
Paychex (PAYX) 0.3 $282k 2.0k 140.22
Direxion Shs Etf Tr Dly Smcap Bull3x (TNA) 0.3 $282k 6.7k 41.88
Best Buy (BBY) 0.3 $281k 3.3k 85.79
Ford Motor Company (F) 0.3 $280k 28k 9.90
DTE Energy Company (DTE) 0.3 $279k 2.3k 120.74
Oge Energy Corp (OGE) 0.3 $277k 6.7k 41.25
Mccormick & Co Com Non Vtg (MKC) 0.3 $276k 3.6k 76.24
Valero Energy Corporation (VLO) 0.3 $276k 2.3k 122.57
Franklin Resources (BEN) 0.3 $274k 14k 20.29
Clorox Company (CLX) 0.3 $273k 1.7k 162.41
Whirlpool Corporation (WHR) 0.3 $273k 2.4k 114.50
Fmc Corp Com New (FMC) 0.3 $272k 5.6k 48.61
Spdr Ser Tr Bloomberg Emg Mk (EMHC) 0.3 $270k 11k 23.78
Schwab Strategic Tr Intl Sceqt Etf (SCHC) 0.3 $266k 7.8k 34.33
Wec Energy Group (WEC) 0.3 $265k 2.8k 94.03
Interpublic Group of Companies (IPG) 0.3 $264k 9.4k 28.02
Ssga Active Etf Tr Blackstone Senr (SRLN) 0.3 $263k 6.3k 41.73
Fidelity National Financial Fnf Group Com (FNF) 0.3 $263k 4.7k 56.14
Comerica Incorporated (CMA) 0.3 $263k 4.2k 61.86
Advanced Micro Devices (AMD) 0.3 $258k 2.1k 120.79
Chevron Corporation (CVX) 0.3 $257k 1.8k 144.84
Pgim Etf Tr Pgim Ultra Sh Bd (PULS) 0.3 $257k 5.2k 49.55
Select Sector Spdr Tr Energy (XLE) 0.3 $252k 2.9k 85.66
FirstEnergy (FE) 0.3 $252k 6.3k 39.78
Broadcom (AVGO) 0.3 $252k 1.1k 231.88
Colgate-Palmolive Company (CL) 0.2 $251k 2.8k 90.91
Emerson Electric (EMR) 0.2 $249k 2.0k 123.92
Ge Vernova (GEV) 0.2 $248k 753.00 328.93
Diamondback Energy (FANG) 0.2 $247k 1.5k 163.83
Pepsi (PEP) 0.2 $242k 1.6k 152.06
Spdr Ser Tr Portfli Intrmdit (SPTI) 0.2 $241k 8.7k 27.88
Lyondellbasell Industries N Shs - A - (LYB) 0.2 $237k 3.2k 74.26
Hp (HPQ) 0.2 $237k 7.3k 32.63
Sonoco Products Company (SON) 0.2 $237k 4.8k 48.85
Hershey Company (HSY) 0.2 $236k 1.4k 169.35
Amgen (AMGN) 0.2 $235k 903.00 260.50
Annaly Capital Management In Com New (NLY) 0.2 $231k 13k 18.30
Principal Financial (PFG) 0.2 $222k 2.9k 77.41
Johnson & Johnson (JNJ) 0.2 $221k 1.5k 144.66
Schwab Strategic Tr Fundamental Us S (FNDA) 0.2 $219k 7.4k 29.70
Lululemon Athletica (LULU) 0.2 $213k 558.00 382.41
Palo Alto Networks (PANW) 0.2 $211k 1.2k 181.96
Quest Diagnostics Incorporated (DGX) 0.2 $211k 1.4k 150.86
Raytheon Technologies Corp (RTX) 0.2 $211k 1.8k 115.71
Vaneck Etf Trust Jp Mrgan Em Loc (EMLC) 0.2 $208k 9.0k 23.11
Ishares Tr Global Reit Etf (REET) 0.2 $207k 8.6k 23.97
Ishares Gold Tr Ishares New (IAU) 0.2 $206k 4.2k 49.51
Seagate Technology Hldngs Pl Ord Shs (STX) 0.2 $202k 2.3k 86.30
Nuveen Multi-Strategy Income & Growth (JPC) 0.2 $175k 22k 7.86
Walgreen Boots Alliance 0.1 $137k 15k 9.33
Pimco High Income Com Shs (PHK) 0.1 $120k 25k 4.86
Telefonaktiebolaget Lm Erics Adr B Sek 10 (ERIC) 0.1 $108k 13k 8.06