International Private Wealth Advisors

International Private Wealth Advisors as of June 30, 2025

Portfolio Holdings for International Private Wealth Advisors

International Private Wealth Advisors holds 163 positions in its portfolio as reported in the June 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) 7.3 $8.5M 14k 617.83
Amazon (AMZN) 3.2 $3.7M 17k 219.39
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 2.7 $3.2M 79k 40.49
Ssga Active Tr Spdr Ssga Us Sct (XLSR) 2.7 $3.2M 58k 54.92
Spdr Series Trust Portfolio S&p500 (SPLG) 2.5 $2.9M 40k 72.69
Etf Opportunities Trust Idx Dynamic Fixe (DYFI) 2.5 $2.9M 124k 23.18
Microsoft Corporation (MSFT) 2.5 $2.9M 5.8k 497.44
Costco Wholesale Corporation (COST) 2.4 $2.8M 2.8k 990.09
NVIDIA Corporation (NVDA) 2.3 $2.7M 17k 157.99
Spdr Series Trust Bloomberg Enhncd (CERY) 2.3 $2.6M 97k 27.23
Apple (AAPL) 2.2 $2.6M 13k 205.17
Spdr Series Trust Portfolio Agrgte (SPAB) 1.9 $2.2M 85k 25.60
Invesco Qqq Tr Unit Ser 1 (QQQ) 1.7 $2.0M 3.7k 551.69
Ssga Active Tr Spdr Ssga Fxd (FISR) 1.7 $1.9M 75k 25.84
Ishares Tr 20 Yr Tr Bd Etf (TLT) 1.6 $1.9M 22k 88.25
Ishares Tr 1 3 Yr Treas Bd (SHY) 1.4 $1.6M 20k 82.86
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 1.4 $1.6M 65k 24.44
Ishares Tr Core S&p Scp Etf (IJR) 1.3 $1.5M 14k 109.29
Alphabet Cap Stk Cl C (GOOG) 1.2 $1.5M 8.2k 177.38
Ishares Tr Core S&p Mcp Etf (IJH) 1.2 $1.4M 23k 62.02
Spdr Gold Tr Gold Shs (GLD) 1.2 $1.4M 4.5k 304.83
Eli Lilly & Co. (LLY) 1.1 $1.3M 1.7k 779.33
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 1.1 $1.3M 30k 42.74
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.1 $1.2M 2.5k 485.77
Ishares Tr 7-10 Yr Trsy Bd (IEF) 1.0 $1.2M 12k 95.77
Ishares Tr 3 7 Yr Treas Bd (IEI) 1.0 $1.2M 9.7k 119.09
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.9 $1.1M 14k 78.70
Ishares Core Msci Emkt (IEMG) 0.9 $1.1M 18k 60.03
Procter & Gamble Company (PG) 0.9 $1.1M 6.8k 159.31
Meta Platforms Cl A (META) 0.9 $1.0M 1.4k 738.15
Wal-Mart Stores (WMT) 0.8 $968k 9.9k 97.78
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 0.8 $924k 18k 50.68
Ishares Tr Core Us Aggbd Et (AGG) 0.8 $885k 8.9k 99.20
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 0.7 $835k 18k 45.75
Ssga Active Tr Spdr Bridgewater (ALLW) 0.7 $781k 30k 26.07
Abbvie (ABBV) 0.6 $703k 3.8k 185.64
Vaneck Etf Trust Fallen Angel Hg (ANGL) 0.6 $693k 24k 29.28
Spdr Series Trust Portfolio Ln Tsr (SPTL) 0.6 $683k 26k 26.58
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.6 $672k 6.1k 109.61
Altria (MO) 0.6 $656k 11k 58.63
Visa Com Cl A (V) 0.6 $656k 1.8k 355.13
Home Depot (HD) 0.5 $595k 1.6k 366.73
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC) 0.5 $590k 7.0k 84.82
Palantir Technologies Cl A (PLTR) 0.5 $587k 4.3k 136.32
Spdr Series Trust Bloomberg 1-3 Mo (BIL) 0.5 $581k 6.3k 91.73
Spdr Series Trust Portfolio S&p600 (SPSM) 0.5 $580k 14k 42.60
Spdr Series Trust Portfolio Intrmd (SPIB) 0.5 $578k 17k 33.58
Oneok (OKE) 0.5 $557k 6.8k 81.63
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.5 $549k 3.0k 182.81
Spdr Series Trust Portfolio Ln Cor (SPLB) 0.5 $544k 24k 22.57
Spdr Series Trust Portfolio S&p400 (SPMD) 0.5 $525k 9.6k 54.38
Tesla Motors (TSLA) 0.4 $519k 1.6k 317.72
T. Rowe Price (TROW) 0.4 $515k 5.3k 96.51
Verizon Communications (VZ) 0.4 $514k 12k 43.27
Nike CL B (NKE) 0.4 $514k 7.2k 71.04
Pfizer (PFE) 0.4 $501k 21k 24.24
Invesco Exchange Traded Fd T S&p Midcap 400 (GRPM) 0.4 $498k 4.6k 109.29
At&t (T) 0.4 $496k 17k 28.94
Ge Vernova (GEV) 0.4 $477k 901.00 529.15
Spdr Series Trust Dj Reit Etf (RWR) 0.4 $470k 4.9k 96.44
Chevron Corporation (CVX) 0.4 $469k 3.3k 143.21
McDonald's Corporation (MCD) 0.4 $469k 1.6k 292.09
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.4 $467k 17k 28.05
Ishares Tr Core Msci Eafe (IEFA) 0.4 $463k 5.5k 83.48
Palo Alto Networks (PANW) 0.4 $463k 2.3k 204.64
Public Storage (PSA) 0.4 $454k 1.5k 293.42
Alphabet Cap Stk Cl A (GOOGL) 0.4 $450k 2.6k 176.22
Servicenow (NOW) 0.4 $450k 438.00 1028.08
Spdr Series Trust Bloomberg Emg Mk (EMHC) 0.4 $435k 18k 24.61
JPMorgan Chase & Co. (JPM) 0.4 $433k 1.5k 289.93
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.4 $432k 16k 26.50
Ford Motor Company (F) 0.4 $430k 40k 10.85
Spdr Index Shs Fds S&p Intl Smlcp (GWX) 0.4 $429k 12k 37.18
Ssga Active Etf Tr Blackstone Senr (SRLN) 0.4 $428k 10k 41.59
Prudential Financial (PRU) 0.4 $425k 4.0k 107.44
Edison International (EIX) 0.4 $423k 8.2k 51.60
Duke Energy Corp Com New (DUK) 0.4 $412k 3.5k 118.00
Truist Financial Corp equities (TFC) 0.4 $410k 9.5k 42.99
Wisdomtree Tr Us Total Dividnd (DTD) 0.4 $410k 5.2k 79.52
Philip Morris International (PM) 0.3 $407k 2.2k 182.15
Spdr Series Trust Bloomberg High Y (JNK) 0.3 $406k 4.2k 97.27
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 0.3 $401k 4.0k 100.54
Us Bancorp Del Com New (USB) 0.3 $401k 8.9k 45.25
Dominion Resources (D) 0.3 $398k 7.0k 56.52
Archer Daniels Midland Company (ADM) 0.3 $396k 7.5k 52.78
Regions Financial Corporation (RF) 0.3 $394k 17k 23.52
Ishares Tr Msci Intl Qualty (IQLT) 0.3 $393k 9.1k 43.22
Huntington Bancshares Incorporated (HBAN) 0.3 $390k 23k 16.76
Key (KEY) 0.3 $389k 22k 17.42
Lyondellbasell Industries N Shs - A - (LYB) 0.3 $388k 6.7k 57.86
Broadcom (AVGO) 0.3 $388k 1.4k 275.65
Ishares Tr Mbs Etf (MBB) 0.3 $387k 4.1k 93.89
Ishares Tr Tips Bd Etf (TIP) 0.3 $366k 3.3k 110.04
Citizens Financial (CFG) 0.3 $359k 8.0k 44.75
Schwab Strategic Tr Intl Sceqt Etf (SCHC) 0.3 $357k 8.4k 42.59
Lazard Ltd Shs -a - (LAZ) 0.3 $354k 7.4k 47.98
International Business Machines (IBM) 0.3 $351k 1.2k 294.85
American Electric Power Company (AEP) 0.3 $344k 3.3k 103.75
Crowdstrike Hldgs Cl A (CRWD) 0.3 $342k 672.00 509.31
Valero Energy Corporation (VLO) 0.3 $341k 2.5k 134.42
CMS Energy Corporation (CMS) 0.3 $341k 4.9k 69.28
Oge Energy Corp (OGE) 0.3 $341k 7.7k 44.38
Select Sector Spdr Tr Financial (XLF) 0.3 $332k 6.3k 52.37
Smurfit Westrock SHS (SW) 0.3 $329k 7.6k 43.15
Coca-Cola Company (KO) 0.3 $325k 4.6k 70.75
CVS Caremark Corporation (CVS) 0.3 $323k 4.7k 68.97
Eversource Energy (ES) 0.3 $319k 5.0k 63.61
Omni (OMC) 0.3 $317k 4.4k 71.93
Nextera Energy (NEE) 0.3 $313k 4.5k 69.42
Wec Energy Group (WEC) 0.3 $311k 3.0k 104.21
International Paper Company (IP) 0.3 $310k 6.6k 46.83
Annaly Capital Management In Com New (NLY) 0.3 $307k 16k 18.82
Exxon Mobil Corporation (XOM) 0.3 $305k 2.8k 107.81
Genuine Parts Company (GPC) 0.3 $300k 2.5k 121.29
FirstEnergy (FE) 0.3 $299k 7.4k 40.26
Old Republic International Corporation (ORI) 0.3 $298k 7.8k 38.44
General Mills (GIS) 0.3 $296k 5.7k 51.81
Fifth Third Ban (FITB) 0.3 $295k 7.2k 41.13
Skyworks Solutions (SWKS) 0.3 $293k 3.9k 74.53
DTE Energy Company (DTE) 0.3 $292k 2.2k 132.47
Exelon Corporation (EXC) 0.3 $291k 6.7k 43.42
Select Sector Spdr Tr Technology (XLK) 0.2 $289k 1.1k 253.24
PPL Corporation (PPL) 0.2 $289k 8.5k 33.89
Select Sector Spdr Tr Sbi Int-utils (XLU) 0.2 $285k 3.5k 81.65
Netflix (NFLX) 0.2 $284k 212.00 1339.13
ConAgra Foods (CAG) 0.2 $284k 14k 20.47
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 0.2 $282k 4.6k 61.21
Public Service Enterprise (PEG) 0.2 $274k 3.3k 84.17
Bunge Global Sa Com Shs (BG) 0.2 $273k 3.4k 80.27
Pinnacle West Capital Corporation (PNW) 0.2 $271k 3.0k 89.47
Kimberly-Clark Corporation (KMB) 0.2 $271k 2.1k 128.92
Hp (HPQ) 0.2 $263k 11k 24.46
Vaneck Etf Trust Jp Mrgan Em Loc (EMLC) 0.2 $262k 10k 25.35
Pgim Etf Tr Pgim Ultra Sh Bd (PULS) 0.2 $258k 5.2k 49.76
Ishares Tr Global Reit Etf (REET) 0.2 $258k 10k 24.70
Principal Financial (PFG) 0.2 $254k 3.2k 79.44
Ishares Gold Tr Ishares New (IAU) 0.2 $252k 4.0k 62.36
Automatic Data Processing (ADP) 0.2 $249k 806.00 308.40
Hershey Company (HSY) 0.2 $247k 1.5k 165.95
Wells Fargo & Company (WFC) 0.2 $246k 3.1k 80.12
Tractor Supply Company (TSCO) 0.2 $244k 4.6k 52.77
Best Buy (BBY) 0.2 $237k 3.5k 67.13
Mccormick & Co Com Non Vtg (MKC) 0.2 $235k 3.1k 75.82
Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 0.2 $232k 3.0k 77.50
Amgen (AMGN) 0.2 $230k 823.00 279.23
World Gold Tr Spdr Gld Minis (GLDM) 0.2 $229k 3.5k 65.52
Colgate-Palmolive Company (CL) 0.2 $228k 2.5k 90.90
Direxion Shs Etf Tr Dly Smcap Bull3x (TNA) 0.2 $226k 6.7k 33.54
Vanguard World Mega Grwth Ind (MGK) 0.2 $220k 601.00 366.17
Spdr Series Trust Portfli Intrmdit (SPTI) 0.2 $219k 7.6k 28.77
Johnson & Johnson (JNJ) 0.2 $218k 1.4k 152.70
Paychex (PAYX) 0.2 $218k 1.5k 145.46
Mondelez Intl Cl A (MDLZ) 0.2 $211k 3.1k 67.44
Quest Diagnostics Incorporated (DGX) 0.2 $207k 1.2k 179.63
Schwab Strategic Tr Fundamental Us S (FNDA) 0.2 $207k 7.2k 28.65
Schwab Strategic Tr Us Tips Etf (SCHP) 0.2 $206k 7.7k 26.68
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.2 $203k 1.5k 134.81
UnitedHealth (UNH) 0.2 $202k 647.00 311.77
Nuveen Multi-Strategy Income & Growth (JPC) 0.2 $186k 23k 8.02
Invesco Actvely Mngd Etc Optimum Yield (PDBC) 0.1 $131k 10k 13.04
Pimco High Income Com Shs (PHK) 0.1 $125k 26k 4.80
Telefonaktiebolaget Lm Erics Adr B Sek 10 (ERIC) 0.1 $120k 14k 8.48
Lloyds Banking Group Sponsored Adr (LYG) 0.1 $68k 16k 4.25