Private Wealth Advisors as of Dec. 31, 2014
Portfolio Holdings for Private Wealth Advisors
Private Wealth Advisors holds 122 positions in its portfolio as reported in the December 2014 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Apple (AAPL) | 6.3 | $13M | 119k | 110.38 | |
| Spdr S&p 500 Etf (SPY) | 5.0 | $10M | 50k | 205.53 | |
| PowerShares QQQ Trust, Series 1 | 3.9 | $8.1M | 79k | 103.25 | |
| Cisco Systems (CSCO) | 3.0 | $6.3M | 227k | 27.82 | |
| 2.8 | $5.8M | 11k | 530.65 | ||
| WisdomTree LargeCap Dividend Fund (DLN) | 2.8 | $5.8M | 78k | 74.16 | |
| Financial Select Sector SPDR (XLF) | 2.8 | $5.7M | 232k | 24.73 | |
| Johnson & Johnson (JNJ) | 2.7 | $5.5M | 53k | 104.56 | |
| Exxon Mobil Corporation (XOM) | 2.6 | $5.5M | 59k | 92.45 | |
| S&T Ban (STBA) | 2.0 | $4.2M | 140k | 29.81 | |
| Health Care SPDR (XLV) | 1.9 | $4.0M | 58k | 68.39 | |
| Qualcomm (QCOM) | 1.9 | $4.0M | 54k | 74.33 | |
| General Electric Company | 1.9 | $3.9M | 153k | 25.27 | |
| Celgene Corporation | 1.7 | $3.5M | 31k | 111.85 | |
| iShares Dow Jones US Oil Equip. (IEZ) | 1.6 | $3.2M | 65k | 49.96 | |
| Altria (MO) | 1.5 | $3.2M | 65k | 49.26 | |
| Proshares Tr ultr msci etf (EFO) | 1.5 | $3.1M | 32k | 96.14 | |
| Intel Corporation (INTC) | 1.5 | $3.0M | 83k | 36.29 | |
| Colgate-Palmolive Company (CL) | 1.4 | $2.9M | 42k | 69.18 | |
| Verizon Communications (VZ) | 1.4 | $2.9M | 62k | 46.78 | |
| Merck & Co (MRK) | 1.4 | $2.9M | 51k | 56.79 | |
| Coca-Cola Company (KO) | 1.4 | $2.8M | 67k | 42.22 | |
| iShares Russell 2000 Index (IWM) | 1.4 | $2.8M | 24k | 119.63 | |
| PNC Financial Services (PNC) | 1.3 | $2.7M | 30k | 91.21 | |
| McDonald's Corporation (MCD) | 1.3 | $2.7M | 29k | 93.70 | |
| Oracle Corporation (ORCL) | 1.3 | $2.7M | 60k | 44.98 | |
| Medtronic | 1.3 | $2.6M | 37k | 72.20 | |
| Industrial SPDR (XLI) | 1.3 | $2.6M | 47k | 56.58 | |
| United Technologies Corporation | 1.3 | $2.6M | 23k | 115.01 | |
| Walt Disney Company (DIS) | 1.2 | $2.5M | 27k | 94.18 | |
| iShares MSCI EAFE Index Fund (EFA) | 1.1 | $2.3M | 38k | 60.84 | |
| Microsoft Corporation (MSFT) | 1.0 | $2.1M | 45k | 46.46 | |
| ConocoPhillips (COP) | 1.0 | $2.0M | 29k | 69.06 | |
| Emerson Electric (EMR) | 0.9 | $1.9M | 32k | 61.74 | |
| Walgreen Boots Alliance (WBA) | 0.9 | $2.0M | 26k | 76.21 | |
| Cummins (CMI) | 0.9 | $1.9M | 13k | 144.15 | |
| PowerShares FTSE RAFI US 1500 Small-Mid | 0.9 | $1.8M | 18k | 100.73 | |
| Google Inc Class C | 0.8 | $1.7M | 3.3k | 526.27 | |
| Caterpillar (CAT) | 0.8 | $1.7M | 19k | 91.53 | |
| Aehr Test Systems (AEHR) | 0.8 | $1.7M | 652k | 2.55 | |
| Comcast Corporation (CMCSA) | 0.7 | $1.5M | 26k | 58.00 | |
| Starbucks Corporation (SBUX) | 0.7 | $1.5M | 18k | 82.03 | |
| iShares Russell 1000 Index (IWB) | 0.7 | $1.5M | 13k | 114.63 | |
| iShares S&P 500 Growth Index (IVW) | 0.7 | $1.5M | 13k | 111.56 | |
| wisdomtreetrusdivd.. (DGRW) | 0.7 | $1.5M | 48k | 31.09 | |
| Procter & Gamble Company (PG) | 0.7 | $1.4M | 16k | 91.12 | |
| St. Jude Medical | 0.7 | $1.4M | 21k | 65.02 | |
| MetLife (MET) | 0.7 | $1.4M | 25k | 54.10 | |
| EMC Corporation | 0.6 | $1.3M | 43k | 29.74 | |
| 3M Company (MMM) | 0.6 | $1.2M | 7.6k | 164.35 | |
| Steel Dynamics (STLD) | 0.6 | $1.2M | 63k | 19.74 | |
| Ja Solar Holdings Co Ltd spon adr rep5ord | 0.6 | $1.2M | 146k | 8.19 | |
| Diageo (DEO) | 0.6 | $1.2M | 10k | 114.11 | |
| Vanguard Mega Cap 300 Index (MGC) | 0.6 | $1.2M | 17k | 70.24 | |
| Newmont Mining Corporation (NEM) | 0.6 | $1.2M | 61k | 18.89 | |
| Amazon (AMZN) | 0.6 | $1.1M | 3.7k | 310.22 | |
| Chevron Corporation (CVX) | 0.6 | $1.1M | 10k | 112.15 | |
| Schlumberger (SLB) | 0.5 | $1.1M | 13k | 85.42 | |
| Materials SPDR (XLB) | 0.5 | $1.1M | 23k | 48.58 | |
| MasterCard Incorporated (MA) | 0.5 | $1.1M | 13k | 86.13 | |
| ProShares Ultra S&P500 (SSO) | 0.5 | $1.1M | 8.5k | 128.28 | |
| iShares Dow Jones US Technology (IYW) | 0.5 | $1.1M | 10k | 104.44 | |
| Consumer Staples Select Sect. SPDR (XLP) | 0.5 | $1.0M | 21k | 48.48 | |
| At&t (T) | 0.4 | $892k | 27k | 33.60 | |
| Wells Fargo & Company (WFC) | 0.4 | $896k | 16k | 54.85 | |
| Trina Solar | 0.4 | $886k | 96k | 9.27 | |
| iShares S&P MidCap 400 Growth (IJK) | 0.4 | $898k | 5.6k | 159.67 | |
| Pepsi (PEP) | 0.4 | $867k | 9.2k | 94.52 | |
| iShares Dow Jones Select Dividend (DVY) | 0.4 | $875k | 11k | 79.36 | |
| Vanguard Telecommunication Services ETF (VOX) | 0.4 | $839k | 9.9k | 84.72 | |
| 0.4 | $787k | 22k | 35.85 | ||
| JPMorgan Chase & Co. (JPM) | 0.4 | $768k | 12k | 62.61 | |
| iShares S&P MidCap 400 Value Index (IJJ) | 0.4 | $754k | 5.9k | 127.82 | |
| General Mills (GIS) | 0.3 | $722k | 14k | 53.34 | |
| SPDR S&P MidCap 400 ETF (MDY) | 0.3 | $716k | 2.7k | 264.11 | |
| Philip Morris International (PM) | 0.3 | $681k | 8.4k | 81.50 | |
| iShares S&P 100 Index (OEF) | 0.3 | $674k | 7.4k | 90.97 | |
| Zimmer Holdings (ZBH) | 0.3 | $651k | 5.7k | 113.41 | |
| PPG Industries (PPG) | 0.3 | $612k | 2.6k | 231.29 | |
| Abbvie (ABBV) | 0.3 | $617k | 9.4k | 65.42 | |
| Hewlett-Packard Company | 0.3 | $581k | 15k | 40.11 | |
| F.N.B. Corporation (FNB) | 0.3 | $586k | 44k | 13.32 | |
| ProShares Ultra QQQ (QLD) | 0.3 | $587k | 4.3k | 136.64 | |
| Vanguard Mega Cap 300 Growth Index ETF (MGK) | 0.3 | $587k | 7.2k | 81.30 | |
| Vanguard Large-Cap ETF (VV) | 0.2 | $525k | 5.6k | 94.31 | |
| iShares S&P SmallCap 600 Growth (IJT) | 0.2 | $515k | 4.2k | 122.33 | |
| Bank of New York Mellon Corporation (BK) | 0.2 | $465k | 12k | 40.61 | |
| Cliffs Natural Resources | 0.2 | $426k | 60k | 7.13 | |
| Pimco Dynamic Credit Income other | 0.2 | $434k | 21k | 20.64 | |
| Abbott Laboratories (ABT) | 0.2 | $424k | 9.4k | 44.98 | |
| United Parcel Service (UPS) | 0.2 | $414k | 3.7k | 111.08 | |
| Marriott International (MAR) | 0.2 | $405k | 5.2k | 77.94 | |
| iShares S&P SmallCap 600 Value Idx (IJS) | 0.2 | $422k | 3.6k | 117.88 | |
| Apache Corporation | 0.2 | $379k | 6.0k | 62.75 | |
| Mondelez Int (MDLZ) | 0.2 | $348k | 9.6k | 36.30 | |
| Corning Incorporated (GLW) | 0.2 | $334k | 15k | 22.95 | |
| Bank of America Corporation (BAC) | 0.2 | $340k | 19k | 17.88 | |
| Home Depot (HD) | 0.2 | $336k | 3.2k | 105.10 | |
| Unilever | 0.2 | $330k | 8.4k | 39.06 | |
| SPDR Dow Jones Industrial Average ETF (DIA) | 0.2 | $329k | 1.9k | 177.84 | |
| Powershares Etf Tr Ii s^p500 low vol | 0.2 | $329k | 8.7k | 38.00 | |
| Alcoa | 0.1 | $308k | 20k | 15.81 | |
| Accenture (ACN) | 0.1 | $317k | 3.5k | 89.40 | |
| Energy Select Sector SPDR (XLE) | 0.1 | $320k | 4.0k | 79.29 | |
| iShares S&P Global Healthcare Sect. (IXJ) | 0.1 | $300k | 3.0k | 99.60 | |
| iShares S&P Global Technology Sect. (IXN) | 0.1 | $306k | 3.2k | 94.77 | |
| Dominion Resources (D) | 0.1 | $287k | 3.7k | 76.78 | |
| Lockheed Martin Corporation (LMT) | 0.1 | $290k | 1.5k | 192.82 | |
| Kraft Foods | 0.1 | $281k | 4.5k | 62.64 | |
| Berkshire Hathaway (BRK.B) | 0.1 | $259k | 1.7k | 150.23 | |
| Novartis (NVS) | 0.1 | $259k | 2.8k | 92.50 | |
| Direxion Daily Energy Bull 3X | 0.1 | $272k | 4.5k | 60.58 | |
| Wal-Mart Stores (WMT) | 0.1 | $249k | 2.9k | 85.92 | |
| Pfizer (PFE) | 0.1 | $243k | 7.8k | 31.19 | |
| Archer Daniels Midland Company (ADM) | 0.1 | $249k | 4.8k | 52.03 | |
| International Business Machines (IBM) | 0.1 | $246k | 1.5k | 160.57 | |
| PPL Corporation (PPL) | 0.1 | $245k | 6.7k | 36.32 | |
| Consumer Discretionary SPDR (XLY) | 0.1 | $247k | 3.4k | 72.03 | |
| Yum! Brands (YUM) | 0.1 | $220k | 3.0k | 72.90 | |
| Under Armour (UAA) | 0.1 | $223k | 3.3k | 68.01 | |
| iShares MSCI Germany Index Fund (EWG) | 0.1 | $224k | 8.2k | 27.44 | |
| iShares S&P Global Financials Sect. (IXG) | 0.1 | $236k | 4.2k | 56.36 |
