International Private Wealth Advisors

International Private Wealth Advisors as of March 31, 2025

Portfolio Holdings for International Private Wealth Advisors

International Private Wealth Advisors holds 153 positions in its portfolio as reported in the March 2025 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) 6.6 $6.9M 12k 559.37
Apple (AAPL) 4.4 $4.6M 21k 222.13
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 3.6 $3.8M 104k 36.41
Etf Opportunities Trust Idx Dynamic Fixe (DYFI) 3.1 $3.2M 140k 23.11
Spdr Ser Tr Bloomberg Enhncd (CERY) 2.8 $3.0M 107k 27.71
Ssga Active Tr Spdr Ssga Us Sct (XLSR) 2.7 $2.8M 55k 50.77
Amazon (AMZN) 2.7 $2.8M 15k 190.26
Costco Wholesale Corporation (COST) 2.4 $2.5M 2.7k 945.93
Spdr Ser Tr Portfolio S&p500 (SPLG) 2.3 $2.4M 36k 65.76
Microsoft Corporation (MSFT) 1.9 $2.0M 5.4k 375.37
NVIDIA Corporation (NVDA) 1.9 $1.9M 18k 108.38
Spdr Ser Tr Portfolio Agrgte (SPAB) 1.6 $1.6M 65k 25.54
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 1.6 $1.6M 41k 39.37
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 1.5 $1.5M 69k 22.08
Ishares Tr 20 Yr Tr Bd Etf (TLT) 1.4 $1.5M 16k 91.03
Ssga Active Tr Spdr Ssga Fxd (FISR) 1.4 $1.5M 58k 25.88
Ishares Tr Core S&p Scp Etf (IJR) 1.4 $1.5M 14k 104.57
Ishares Tr Core S&p Mcp Etf (IJH) 1.4 $1.4M 24k 58.35
Ishares Tr 1 3 Yr Treas Bd (SHY) 1.2 $1.3M 16k 82.73
Procter & Gamble Company (PG) 1.2 $1.2M 7.1k 170.41
Spdr Gold Tr Gold Shs (GLD) 1.1 $1.2M 4.0k 288.14
Spdr Ser Tr Bloomberg 1-3 Mo (BIL) 1.1 $1.1M 12k 91.73
Vanguard Bd Index Fds Short Trm Bond (BSV) 1.1 $1.1M 14k 78.28
Invesco Qqq Tr Unit Ser 1 (QQQ) 1.0 $1.0M 2.2k 469.01
Ishares Tr Core Us Aggbd Et (AGG) 1.0 $1000k 10k 98.92
Eli Lilly & Co. (LLY) 0.9 $988k 1.2k 825.84
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 0.9 $974k 19k 50.63
Ishares Core Msci Emkt (IEMG) 0.9 $943k 18k 53.97
Ishares Tr 7-10 Yr Trsy Bd (IEF) 0.9 $901k 9.4k 95.37
Spdr Ser Tr Portfolio Ln Tsr (SPTL) 0.9 $891k 33k 27.26
Ishares Tr 3 7 Yr Treas Bd (IEI) 0.8 $885k 7.5k 118.14
Altria (MO) 0.8 $852k 14k 60.02
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 0.8 $849k 19k 45.65
At&t (T) 0.7 $730k 26k 28.28
Wal-Mart Stores (WMT) 0.7 $715k 8.1k 87.79
Vaneck Etf Trust Fallen Angel Hg (ANGL) 0.7 $683k 24k 28.86
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.6 $660k 6.1k 108.69
Alphabet Cap Stk Cl C (GOOG) 0.6 $638k 4.1k 156.24
Home Depot (HD) 0.6 $634k 1.7k 366.44
Abbvie (ABBV) 0.6 $619k 3.0k 209.55
Arista Networks Com Shs (ANET) 0.6 $600k 7.7k 77.48
Visa Com Cl A (V) 0.6 $597k 1.7k 350.52
Oneok (OKE) 0.6 $590k 6.0k 99.21
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.6 $586k 1.1k 532.58
Verizon Communications (VZ) 0.5 $551k 12k 45.36
Public Service Enterprise (PEG) 0.5 $526k 6.4k 82.30
McDonald's Corporation (MCD) 0.5 $521k 1.7k 312.38
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.5 $517k 6.3k 81.76
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.5 $512k 3.0k 170.89
Philip Morris International (PM) 0.5 $501k 3.2k 158.73
Ishares Tr Core Msci Eafe (IEFA) 0.5 $495k 6.5k 75.65
Invesco Exchange Traded Fd T S&p Midcap 400 (GRPM) 0.5 $486k 4.6k 104.70
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.5 $478k 17k 27.96
Spdr Ser Tr Portfolio S&p400 (SPMD) 0.4 $469k 9.2k 51.18
American Electric Power Company (AEP) 0.4 $464k 4.2k 109.26
Citizens Financial (CFG) 0.4 $461k 11k 40.97
Nike CL B (NKE) 0.4 $457k 7.2k 63.48
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 0.4 $450k 4.5k 100.62
CMS Energy Corporation (CMS) 0.4 $440k 5.9k 75.11
JPMorgan Chase & Co. (JPM) 0.4 $437k 1.8k 245.27
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.4 $437k 17k 26.20
Us Bancorp Del Com New (USB) 0.4 $431k 10k 42.22
Spdr Ser Tr Portfolio Ln Cor (SPLB) 0.4 $430k 19k 22.57
Entergy Corporation (ETR) 0.4 $429k 5.0k 85.49
Alliant Energy Corporation (LNT) 0.4 $417k 6.5k 64.35
International Business Machines (IBM) 0.4 $411k 1.7k 248.67
Public Storage (PSA) 0.4 $409k 1.4k 299.29
Spdr Index Shs Fds Portflo Eurp Etf (SPEU) 0.4 $409k 9.3k 44.01
Truist Financial Corp equities (TFC) 0.4 $403k 9.8k 41.15
Dominion Resources (D) 0.4 $401k 7.1k 56.07
Wisdomtree Tr Us Total Dividnd (DTD) 0.4 $395k 5.1k 76.95
Watsco, Incorporated (WSO) 0.4 $389k 766.00 508.11
Spdr Ser Tr Bloomberg Emg Mk (EMHC) 0.4 $389k 16k 24.16
Ssga Active Etf Tr Blackstone Senr (SRLN) 0.4 $388k 9.4k 41.13
PPL Corporation (PPL) 0.4 $387k 11k 36.11
Regions Financial Corporation (RF) 0.4 $376k 17k 21.73
Ishares Tr Mbs Etf (MBB) 0.4 $376k 4.0k 93.78
Ishares Tr Msci Intl Qualty (IQLT) 0.4 $370k 9.3k 39.69
Ishares Tr Tips Bd Etf (TIP) 0.4 $370k 3.3k 111.09
Oge Energy Corp (OGE) 0.4 $367k 8.0k 45.96
UnitedHealth (UNH) 0.4 $366k 698.00 523.82
Key (KEY) 0.3 $364k 23k 15.99
Spdr Index Shs Fds S&p Intl Smlcp (GWX) 0.3 $363k 11k 31.96
DTE Energy Company (DTE) 0.3 $361k 2.6k 138.26
Prudential Financial (PRU) 0.3 $359k 3.2k 111.69
International Paper Company (IP) 0.3 $358k 6.7k 53.35
Huntington Bancshares Incorporated (HBAN) 0.3 $358k 24k 15.01
Wec Energy Group (WEC) 0.3 $357k 3.3k 108.98
Exxon Mobil Corporation (XOM) 0.3 $356k 3.0k 118.92
NiSource (NI) 0.3 $356k 8.9k 40.09
Alphabet Cap Stk Cl A (GOOGL) 0.3 $353k 2.3k 154.61
Omni (OMC) 0.3 $346k 4.2k 82.91
Duke Energy Corp Com New (DUK) 0.3 $346k 2.8k 121.97
Coca-Cola Company (KO) 0.3 $341k 4.8k 71.62
World Gold Tr Spdr Gld Minis (GLDM) 0.3 $337k 5.4k 61.89
Spdr Ser Tr Portfolio S&p600 (SPSM) 0.3 $331k 8.1k 40.76
Fifth Third Ban (FITB) 0.3 $330k 8.4k 39.20
Edison International (EIX) 0.3 $327k 5.5k 58.92
Chevron Corporation (CVX) 0.3 $313k 1.9k 167.25
Meta Platforms Cl A (META) 0.3 $309k 536.00 576.42
Nrg Energy Com New (NRG) 0.3 $307k 3.2k 95.46
FirstEnergy (FE) 0.3 $306k 7.6k 40.42
Fidelity National Financial Fnf Group Com (FNF) 0.3 $303k 4.7k 65.08
ConAgra Foods (CAG) 0.3 $302k 11k 26.67
Schwab Strategic Tr Intl Sceqt Etf (SCHC) 0.3 $302k 8.4k 35.88
Tractor Supply Company (TSCO) 0.3 $301k 5.5k 55.10
Pfizer (PFE) 0.3 $298k 12k 25.34
Spdr Ser Tr Portfolio Intrmd (SPIB) 0.3 $295k 8.9k 33.24
Mccormick & Co Com Non Vtg (MKC) 0.3 $282k 3.4k 82.31
Amgen (AMGN) 0.3 $280k 899.00 311.47
Hershey Company (HSY) 0.3 $280k 1.6k 171.03
Newmont Mining Corporation (NEM) 0.3 $277k 5.7k 48.28
Ford Motor Company (F) 0.3 $276k 28k 10.03
Interpublic Group of Companies (IPG) 0.3 $275k 10k 27.16
Automatic Data Processing (ADP) 0.3 $273k 894.00 305.53
Invesco SHS (IVZ) 0.3 $268k 18k 15.17
Annaly Capital Management In Com New (NLY) 0.3 $266k 13k 20.31
Principal Financial (PFG) 0.3 $265k 3.1k 84.37
Best Buy (BBY) 0.3 $262k 3.6k 73.61
Franklin Resources (BEN) 0.3 $261k 14k 19.25
Colgate-Palmolive Company (CL) 0.2 $258k 2.8k 93.70
Pgim Etf Tr Pgim Ultra Sh Bd (PULS) 0.2 $258k 5.2k 49.73
Sonoco Products Company (SON) 0.2 $257k 5.4k 47.24
Kimberly-Clark Corporation (KMB) 0.2 $253k 1.8k 142.24
Paychex (PAYX) 0.2 $253k 1.6k 154.28
Unum (UNM) 0.2 $253k 3.1k 81.46
Johnson & Johnson (JNJ) 0.2 $248k 1.5k 165.89
Ishares Gold Tr Ishares New (IAU) 0.2 $247k 4.2k 58.96
Palantir Technologies Cl A (PLTR) 0.2 $246k 2.9k 84.40
Pepsi (PEP) 0.2 $244k 1.6k 149.94
Ishares Tr Global Reit Etf (REET) 0.2 $244k 10k 24.26
Raytheon Technologies Corp (RTX) 0.2 $243k 1.8k 132.42
Crowdstrike Hldgs Cl A (CRWD) 0.2 $237k 672.00 352.58
Ge Vernova (GEV) 0.2 $232k 759.00 305.28
Emerson Electric (EMR) 0.2 $230k 2.1k 109.62
First Horizon National Corporation (FHN) 0.2 $228k 12k 19.42
Clorox Company (CLX) 0.2 $227k 1.5k 147.25
Seagate Technology Hldngs Pl Ord Shs (STX) 0.2 $226k 2.7k 84.96
Lyondellbasell Industries N Shs - A - (LYB) 0.2 $223k 3.2k 70.39
Mondelez Intl Cl A (MDLZ) 0.2 $221k 3.3k 67.85
Broadcom (AVGO) 0.2 $221k 1.3k 167.42
Hp (HPQ) 0.2 $220k 7.9k 27.69
Vaneck Etf Trust Jp Mrgan Em Loc (EMLC) 0.2 $218k 9.1k 23.86
Spdr Ser Tr Portfli Intrmdit (SPTI) 0.2 $217k 7.6k 28.58
Quest Diagnostics Incorporated (DGX) 0.2 $213k 1.3k 169.20
Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 0.2 $210k 3.0k 70.21
Schwab Strategic Tr Fundamental Us S (FNDA) 0.2 $201k 7.3k 27.39
Palo Alto Networks (PANW) 0.2 $200k 1.2k 170.64
Nuveen Multi-Strategy Income & Growth (JPC) 0.2 $180k 23k 7.96
Invesco Actvely Mngd Etc Optimum Yield (PDBC) 0.1 $141k 10k 13.63
Pimco High Income Com Shs (PHK) 0.1 $124k 25k 4.89
Telefonaktiebolaget Lm Erics Adr B Sek 10 (ERIC) 0.1 $80k 10k 7.76
Mizuho Financial Group Sponsored Adr (MFG) 0.1 $55k 10k 5.51