Private Wealth Advisors

Private Wealth Advisors as of June 30, 2020

Portfolio Holdings for Private Wealth Advisors

Private Wealth Advisors holds 53 positions in its portfolio as reported in the June 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr Gold Tr Gold Shs (GLD) 17.1 $25M 147k 167.37
Select Sector Spdr Tr Sbi Materials (XLB) 6.5 $9.4M 166k 56.35
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL) 6.4 $9.2M 144k 63.65
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 6.0 $8.7M 148k 58.64
Spdr Index Shs Fds Euro Stoxx 50 (FEZ) 5.1 $7.4M 207k 35.53
Select Sector Spdr Tr Sbi Int-inds (XLI) 4.9 $7.1M 103k 68.70
Vanguard Index Fds Value Etf (VTV) 4.8 $6.9M 69k 99.59
Select Sector Spdr Tr Sbi Int-utils (XLU) 4.7 $6.8M 120k 56.43
Powershares Db Multi-sector Agriculture Fd (DBA) 4.7 $6.7M 496k 13.51
Select Sector Spdr Tr Sbi Healthcare (XLV) 4.5 $6.5M 65k 100.08
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 4.1 $5.9M 148k 39.61
Powershares Db Multi-sector Base Metals Fd (DBB) 3.8 $5.4M 397k 13.61
Select Sector Spdr Tr Technology (XLK) 3.3 $4.8M 46k 104.49
Ishares Tr S&p 500 Grwt Etf (IVW) 3.3 $4.7M 23k 207.51
Ishares Silver Tr Ishares (SLV) 1.7 $2.4M 144k 17.01
Select Sector Spdr Tr Energy (XLE) 1.7 $2.4M 63k 37.84
Ishares Tr Msci Eafe Etf (EFA) 1.6 $2.3M 38k 60.86
Apple (AAPL) 1.4 $2.1M 5.7k 364.86
Select Sector Spdr Tr Sbi Int-finl (XLF) 1.4 $2.0M 85k 23.13
Ishares Tr Msci Min Vol Etf (USMV) 1.2 $1.7M 29k 60.63
Vanguard World Fds Materials Etf (VAW) 1.1 $1.6M 13k 120.61
Verizon Communications (VZ) 0.9 $1.4M 25k 55.14
Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.9 $1.4M 11k 127.68
Invesco Currencyshares Japan Japanese Yen (FXY) 0.9 $1.3M 15k 87.71
Vanguard World Fds Inf Tech Etf (VGT) 0.6 $891k 3.2k 278.61
Ishares Tr Core Msci Eafe (IEFA) 0.6 $890k 16k 57.19
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.6 $845k 7.9k 106.94
Vanguard World Fds Industrial Etf (VIS) 0.6 $822k 6.3k 129.90
Vanguard World Fds Financials Etf (VFH) 0.5 $675k 12k 57.17
JPMorgan Chase & Co. (JPM) 0.4 $578k 6.1k 94.04
Wal-Mart Stores (WMT) 0.4 $558k 4.7k 119.77
Select Sector Spdr Tr Communication (XLC) 0.4 $557k 10k 54.03
Ishares Tr Rus 1000 Grw Etf (IWF) 0.4 $503k 2.6k 192.06
Spdr Ser Tr S&p Divid Etf (SDY) 0.3 $497k 5.5k 91.19
Novavax Com New (NVAX) 0.3 $437k 5.2k 83.44
Pepsi (PEP) 0.2 $346k 2.6k 132.31
Ameresco Cl A (AMRC) 0.2 $339k 12k 27.81
Intel Corporation (INTC) 0.2 $320k 5.4k 59.80
Ishares Tr Trans Avg Etf (IYT) 0.2 $305k 1.9k 162.58
Abbott Laboratories (ABT) 0.2 $280k 3.1k 91.26
Spdr Ser Tr Prtflo S&p500 Hi (SPYD) 0.2 $273k 9.8k 27.83
Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 0.2 $258k 5.1k 50.30
Neurocrine Biosciences (NBIX) 0.2 $244k 2.0k 122.00
Johnson & Johnson (JNJ) 0.2 $232k 1.7k 140.52
Bank of America Corporation (BAC) 0.2 $231k 9.7k 23.77
Intuitive Surgical Com New (ISRG) 0.2 $222k 390.00 569.23
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.1 $215k 2.6k 82.60
McDonald's Corporation (MCD) 0.1 $214k 1.2k 184.32
Alexion Pharmaceuticals 0.1 $208k 1.9k 112.37
Putnam Mun Opportunities Tr Sh Ben Int (PMO) 0.1 $148k 12k 12.77
Archer Daniels Midland Company Put Option (ADM) 0.1 $75k 74k 1.01
Ford Motor Company (F) 0.0 $71k 12k 6.04
Ishares Msci Hong Kg Etf Put Option (EWH) 0.0 $5.0k 20k 0.25