International Private Wealth Advisors

International Private Wealth Advisors as of Sept. 30, 2025

Portfolio Holdings for International Private Wealth Advisors

International Private Wealth Advisors holds 168 positions in its portfolio as reported in the September 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) 6.8 $11M 16k 666.17
NVIDIA Corporation (NVDA) 4.0 $6.4M 34k 186.58
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 3.3 $5.3M 116k 45.76
Ishares Tr 20 Yr Tr Bd Etf (TLT) 3.1 $4.9M 55k 89.37
Amazon (AMZN) 2.8 $4.5M 21k 219.57
Microsoft Corporation (MSFT) 2.6 $4.1M 7.9k 517.93
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 2.5 $4.0M 94k 42.79
Costco Wholesale Corporation (COST) 2.3 $3.7M 3.9k 925.73
Ssga Active Tr Spdr Ssga Us Sct (XLSR) 2.3 $3.6M 61k 59.61
Ishares Tr 3 7 Yr Treas Bd (IEI) 2.2 $3.5M 30k 119.51
Ishares Tr 1 3 Yr Treas Bd (SHY) 2.1 $3.3M 40k 82.96
Spdr Series Trust Portfolio S&p500 (SPLG) 2.1 $3.3M 42k 78.34
Apple (AAPL) 2.0 $3.1M 12k 254.63
Spdr Series Trust Bloomberg Enhncd (CERY) 2.0 $3.1M 109k 28.65
Dimensional Etf Trust Global Core Plus (DFGP) 1.8 $2.9M 51k 55.57
Alphabet Cap Stk Cl C (GOOG) 1.7 $2.8M 11k 243.54
Etf Opportunities Trust Idx Dynamic Fixe (DYFI) 1.7 $2.7M 117k 23.32
Dimensional Etf Trust Core Fixed Incom (DFCF) 1.6 $2.5M 59k 42.76
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.6 $2.5M 5.0k 502.74
Eli Lilly & Co. (LLY) 1.5 $2.3M 3.0k 762.89
Invesco Qqq Tr Unit Ser 1 (QQQ) 1.4 $2.2M 3.7k 600.44
Procter & Gamble Company (PG) 1.2 $2.0M 13k 153.65
Meta Platforms Cl A (META) 1.2 $1.9M 2.6k 734.45
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 1.1 $1.8M 38k 46.81
Ishares Tr Core S&p Scp Etf (IJR) 1.0 $1.6M 14k 118.83
Spdr Series Trust Portfolio Agrgte (SPAB) 1.0 $1.6M 62k 25.85
Abbvie (ABBV) 1.0 $1.6M 6.8k 231.56
Wal-Mart Stores (WMT) 1.0 $1.6M 15k 103.06
Ishares Tr Core S&p Mcp Etf (IJH) 1.0 $1.5M 23k 65.26
Spdr Gold Tr Gold Shs (GLD) 0.9 $1.5M 4.2k 355.47
Ssga Active Tr Spdr Ssga Fxd (FISR) 0.9 $1.4M 52k 26.05
Dimensional Etf Trust Us High Profitab (DUHP) 0.8 $1.3M 35k 37.77
Dimensional Etf Trust Us Targeted Vlu (DFAT) 0.8 $1.3M 22k 58.21
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.8 $1.3M 48k 26.34
Ishares Core Msci Emkt (IEMG) 0.8 $1.2M 19k 65.92
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 0.8 $1.2M 34k 36.35
Visa Com Cl A (V) 0.8 $1.2M 3.5k 341.42
Servicenow (NOW) 0.8 $1.2M 1.3k 920.28
Spdr Series Trust Portfolio S&p600 (SPSM) 0.7 $1.2M 26k 46.32
Palantir Technologies Cl A (PLTR) 0.7 $1.1M 6.0k 182.42
Spdr Series Trust Bloomberg 1-3 Mo (BIL) 0.7 $1.0M 11k 91.75
Ishares Tr Core Us Aggbd Et (AGG) 0.6 $885k 8.8k 100.25
Palo Alto Networks (PANW) 0.5 $848k 4.2k 203.62
Ssga Active Tr Spdr Bridgewater (ALLW) 0.5 $831k 30k 27.88
Duke Energy Corp Com New (DUK) 0.5 $810k 6.5k 123.75
Ge Vernova (GEV) 0.5 $734k 1.2k 614.90
Tesla Motors (TSLA) 0.5 $726k 1.6k 444.80
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.4 $710k 6.4k 111.47
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.4 $669k 8.5k 78.91
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 0.4 $667k 14k 46.24
Blackrock (BLK) 0.4 $663k 569.00 1165.11
JPMorgan Chase & Co. (JPM) 0.4 $654k 2.1k 315.46
Altria (MO) 0.4 $648k 9.8k 66.06
Spdr Series Trust Bloomberg High Y (JNK) 0.4 $645k 6.6k 98.00
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC) 0.4 $624k 7.0k 89.76
Alphabet Cap Stk Cl A (GOOGL) 0.4 $619k 2.5k 243.10
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 0.4 $600k 9.2k 65.00
Spdr Series Trust Portfolio Ln Tsr (SPTL) 0.4 $589k 22k 26.95
Spdr Series Trust Portfolio S&p400 (SPMD) 0.4 $585k 10k 57.19
Annaly Capital Management In Com New (NLY) 0.4 $582k 29k 20.21
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.4 $578k 3.0k 194.49
Ishares Tr Core Msci Eafe (IEFA) 0.3 $531k 6.1k 87.31
Kinder Morgan (KMI) 0.3 $531k 19k 28.31
Home Depot (HD) 0.3 $524k 1.3k 405.32
Spdr Series Trust Bloomberg Emg Mk (EMHC) 0.3 $522k 21k 25.19
Ssga Active Etf Tr Blackstone Senr (SRLN) 0.3 $512k 12k 41.58
Nike CL B (NKE) 0.3 $504k 7.2k 69.73
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.3 $494k 17k 29.64
Spdr Series Trust Portfolio Intrmd (SPIB) 0.3 $489k 14k 33.89
T. Rowe Price (TROW) 0.3 $488k 4.8k 102.65
Spdr Index Shs Fds S&p Intl Smlcp (GWX) 0.3 $484k 12k 40.18
Vaneck Etf Trust Fallen Angel Hg (ANGL) 0.3 $472k 16k 29.73
Verizon Communications (VZ) 0.3 $469k 11k 43.95
Pfizer (PFE) 0.3 $468k 18k 25.48
Broadcom (AVGO) 0.3 $468k 1.4k 329.92
Chevron Corporation (CVX) 0.3 $460k 3.0k 155.31
McDonald's Corporation (MCD) 0.3 $446k 1.5k 303.97
At&t (T) 0.3 $434k 15k 28.24
Wisdomtree Tr Us Total Dividnd (DTD) 0.3 $433k 5.2k 84.00
Dimensional Etf Trust Emerging Mkts Va (DFEV) 0.3 $425k 13k 31.89
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 0.3 $424k 14k 31.53
Invesco Exchange Traded Fd T S&p Midcap 400 (GRPM) 0.3 $421k 3.5k 120.62
Ford Motor Company (F) 0.3 $418k 35k 11.96
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 0.3 $408k 8.0k 50.73
Edison International (EIX) 0.3 $406k 7.3k 55.28
Schwab Strategic Tr Intl Sceqt Etf (SCHC) 0.3 $405k 8.9k 45.51
Select Sector Spdr Tr Technology (XLK) 0.3 $401k 1.4k 281.88
Ishares Tr Msci Intl Qualty (IQLT) 0.3 $401k 9.1k 44.19
Dimensional Etf Trust Intl High Profit (DIHP) 0.2 $396k 13k 30.40
Dimensional Etf Trust Internatnal Val (DFIV) 0.2 $396k 8.6k 46.12
Archer Daniels Midland Company (ADM) 0.2 $396k 6.6k 59.74
Crowdstrike Hldgs Cl A (CRWD) 0.2 $388k 792.00 490.38
Dominion Resources (D) 0.2 $384k 6.3k 61.17
Raytheon Technologies Corp (RTX) 0.2 $379k 2.3k 167.35
Us Bancorp Del Com New (USB) 0.2 $378k 7.8k 48.33
Truist Financial Corp equities (TFC) 0.2 $374k 8.2k 45.72
Regions Financial Corporation (RF) 0.2 $373k 14k 26.37
Ishares Tr Tips Bd Etf (TIP) 0.2 $370k 3.3k 111.22
Valero Energy Corporation (VLO) 0.2 $369k 2.2k 170.29
Prudential Financial (PRU) 0.2 $368k 3.5k 103.75
Key (KEY) 0.2 $367k 20k 18.69
Citizens Financial (CFG) 0.2 $362k 6.8k 53.16
Select Sector Spdr Tr Financial (XLF) 0.2 $354k 6.6k 53.87
Huntington Bancshares Incorporated (HBAN) 0.2 $349k 20k 17.27
Lazard Ltd Shs -a - (LAZ) 0.2 $337k 6.4k 52.78
American Electric Power Company (AEP) 0.2 $330k 2.9k 112.52
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.2 $328k 12k 27.30
Omni (OMC) 0.2 $320k 3.9k 81.52
CMS Energy Corporation (CMS) 0.2 $319k 4.3k 73.25
Eversource Energy (ES) 0.2 $318k 4.5k 71.14
Philip Morris International (PM) 0.2 $316k 1.9k 162.19
Baker Hughes Company Cl A (BKR) 0.2 $315k 6.5k 48.72
Nextera Energy (NEE) 0.2 $314k 4.2k 75.48
CVS Caremark Corporation (CVS) 0.2 $313k 4.1k 75.39
Genuine Parts Company (GPC) 0.2 $307k 2.2k 138.63
Oge Energy Corp (OGE) 0.2 $307k 6.6k 46.27
Direxion Shs Etf Tr Dly Smcap Bull3x (TNA) 0.2 $304k 6.7k 45.24
FirstEnergy (FE) 0.2 $303k 6.6k 45.82
Wec Energy Group (WEC) 0.2 $302k 2.6k 114.58
Ishares Tr Mbs Etf (MBB) 0.2 $300k 3.1k 95.15
Coca-Cola Company (KO) 0.2 $299k 4.5k 66.32
Exxon Mobil Corporation (XOM) 0.2 $299k 2.6k 112.73
International Business Machines (IBM) 0.2 $298k 1.1k 282.10
Lyondellbasell Industries N Shs - A - (LYB) 0.2 $297k 6.1k 49.04
Select Sector Spdr Tr Sbi Int-utils (XLU) 0.2 $297k 3.4k 87.21
Smurfit Westrock SHS (SW) 0.2 $294k 6.9k 42.57
Vaneck Etf Trust Jp Mrgan Em Loc (EMLC) 0.2 $294k 12k 25.51
Old Republic International Corporation (ORI) 0.2 $289k 6.8k 42.47
Ishares Tr Global Reit Etf (REET) 0.2 $286k 11k 25.56
PPL Corporation (PPL) 0.2 $281k 7.6k 37.16
International Paper Company (IP) 0.2 $275k 5.9k 46.40
DTE Energy Company (DTE) 0.2 $275k 1.9k 141.45
Fifth Third Ban (FITB) 0.2 $275k 6.2k 44.55
Exelon Corporation (EXC) 0.2 $271k 6.0k 45.01
Skyworks Solutions (SWKS) 0.2 $270k 3.5k 76.98
World Gold Tr Spdr Gld Minis (GLDM) 0.2 $269k 3.5k 76.45
Ishares Gold Tr Ishares New (IAU) 0.2 $265k 3.6k 72.77
Hp (HPQ) 0.2 $262k 9.6k 27.23
Schwab Strategic Tr Us Tips Etf (SCHP) 0.2 $261k 9.7k 26.95
Johnson & Johnson (JNJ) 0.2 $260k 1.4k 185.37
General Mills (GIS) 0.2 $259k 5.1k 50.42
Wells Fargo & Company (WFC) 0.2 $257k 3.1k 83.82
Netflix (NFLX) 0.2 $249k 208.00 1198.92
Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 0.2 $249k 3.1k 79.80
Bunge Global Sa Com Shs (BG) 0.2 $248k 3.1k 81.26
Ishares Tr Russell 2000 Etf (IWM) 0.2 $247k 1.0k 241.96
Vanguard World Mega Grwth Ind (MGK) 0.2 $245k 608.00 402.43
Pinnacle West Capital Corporation (PNW) 0.2 $244k 2.7k 89.65
Best Buy (BBY) 0.2 $241k 3.2k 75.62
Public Service Enterprise (PEG) 0.2 $240k 2.9k 83.45
Principal Financial (PFG) 0.1 $237k 2.9k 82.91
Kimberly-Clark Corporation (KMB) 0.1 $233k 1.9k 124.32
ConAgra Foods (CAG) 0.1 $230k 13k 18.31
Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $223k 678.00 328.17
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.1 $218k 1.6k 139.20
Vanguard Index Fds Growth Etf (VUG) 0.1 $213k 444.00 479.11
Oneok (OKE) 0.1 $211k 2.9k 72.98
Spdr Series Trust Portfli Intrmdit (SPTI) 0.1 $211k 7.3k 28.90
Tractor Supply Company (TSCO) 0.1 $210k 3.7k 56.87
Hershey Company (HSY) 0.1 $206k 1.1k 187.05
L3harris Technologies (LHX) 0.1 $205k 670.00 305.41
Fastenal Company (FAST) 0.1 $204k 4.2k 49.04
Quest Diagnostics Incorporated (DGX) 0.1 $201k 1.1k 190.58
Nuveen Multi-Strategy Income & Growth (JPC) 0.1 $194k 24k 8.20
Opendoor Technologies (OPEN) 0.1 $172k 22k 7.97
Pimco High Income Com Shs (PHK) 0.1 $133k 27k 4.99
Telefonaktiebolaget Lm Erics Adr B Sek 10 (ERIC) 0.1 $115k 14k 8.27
Mizuho Financial Group Sponsored Adr (MFG) 0.0 $79k 12k 6.70