Private Wealth Advisors

Private Wealth Advisors as of March 31, 2025

Portfolio Holdings for Private Wealth Advisors

Private Wealth Advisors holds 82 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 Gold Tr Gold Shs (GLD) 15.5 $43M 149k 288.14
Spdr Index Shs Fds Euro Stoxx 50 (FEZ) 6.9 $19M 349k 54.41
Select Sector Spdr Tr Sbi Healthcare (XLV) 3.9 $11M 74k 146.01
Select Sector Spdr Tr Sbi Materials (XLB) 3.3 $9.0M 105k 85.98
Select Sector Spdr Tr Indl (XLI) 2.9 $8.1M 61k 131.07
Vanguard Index Fds Value Etf (VTV) 2.8 $7.8M 45k 172.74
Select Sector Spdr Tr Financial (XLF) 2.8 $7.7M 155k 49.81
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL) 2.7 $7.5M 103k 72.46
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 2.7 $7.3M 162k 45.26
Archer Daniels Midland Company (ADM) 2.6 $7.3M 151k 48.01
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 2.6 $7.2M 88k 81.67
Wisdomtree Tr Emer Mkt High Fd (DEM) 2.5 $7.0M 167k 42.08
Ishares Tr S&p 500 Grwt Etf (IVW) 2.4 $6.6M 71k 92.83
Select Sector Spdr Tr Technology (XLK) 2.4 $6.5M 32k 206.48
Ishares Tr Core Msci Euro (IEUR) 2.2 $6.0M 99k 60.15
Ishares Tr Msci Uk Etf New (EWU) 1.9 $5.4M 143k 37.47
Select Sector Spdr Tr Sbi Int-utils (XLU) 1.9 $5.4M 68k 78.85
Select Sector Spdr Tr Energy (XLE) 1.9 $5.3M 57k 93.45
Invesco Currencyshares Japan Japanese Yen (FXY) 1.8 $4.9M 79k 61.50
Invesco Db Multi-sector Comm Agriculture Fd (DBA) 1.8 $4.9M 185k 26.34
Ishares Tr 20 Yr Tr Bd Etf (TLT) 1.8 $4.8M 53k 91.03
At&t (T) 1.7 $4.6M 161k 28.28
Invesco Actvely Mngd Etc Agri Cmdty Stra (PDBA) 1.5 $4.2M 119k 35.16
Select Sector Spdr Tr Rl Est Sel Sec (XLRE) 1.5 $4.1M 99k 41.85
Range Resources (RRC) 1.3 $3.6M 91k 39.93
Ishares Msci Mexico Etf (EWW) 1.3 $3.6M 71k 50.96
Ishares Tr Jpmorgan Usd Emg (EMB) 1.3 $3.5M 39k 90.59
Ishares Jp Morgan Em Etf (LEMB) 1.2 $3.4M 92k 37.46
Ishares Tr Russell 2000 Etf (IWM) 1.2 $3.4M 17k 199.49
Ishares Silver Tr Ishares (SLV) 1.2 $3.2M 103k 30.99
Spdr Ser Tr S&p Metals Mng (XME) 1.1 $2.9M 52k 55.99
Select Sector Spdr Tr Communication (XLC) 1.0 $2.8M 29k 96.45
Vaneck Etf Trust Gold Miners Etf (GDX) 1.0 $2.8M 60k 45.97
Apple (AAPL) 0.9 $2.6M 12k 222.12
Pimco Etf Tr 15+ Yr Us Tips (LTPZ) 0.9 $2.6M 48k 54.84
Ishares Tr Msci India Etf (INDA) 0.9 $2.6M 51k 51.48
Ishares Tr Msci Eafe Etf (EFA) 0.9 $2.5M 30k 81.73
Sprott Fds Tr Uranium Miners E (URNM) 0.8 $2.3M 70k 32.44
Vanguard World Energy Etf (VDE) 0.7 $1.9M 14k 129.71
Ishares Msci Sth Afr Etf (EZA) 0.6 $1.7M 36k 48.13
Vanguard World Materials Etf (VAW) 0.6 $1.7M 8.8k 188.82
Vanguard World Financials Etf (VFH) 0.5 $1.4M 12k 119.47
Invesco Exchange Traded Fd T Water Res Etf (PHO) 0.5 $1.4M 22k 64.52
JPMorgan Chase & Co. (JPM) 0.5 $1.4M 5.5k 245.31
Vaneck Etf Trust Vaneck Vietnam (VNM) 0.4 $1.2M 99k 12.48
Vanguard World Industrial Etf (VIS) 0.4 $1.2M 5.0k 247.57
Abrdn Palladium Etf Trust Physical Palladm (PALL) 0.4 $1.1M 12k 90.55
Applied Materials (AMAT) 0.4 $1.1M 7.6k 145.12
Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.4 $1.1M 5.5k 197.46
Delcath Sys Com New (DCTH) 0.4 $1.1M 85k 12.73
Vanguard World Inf Tech Etf (VGT) 0.4 $1.1M 1.9k 542.31
Wal-Mart Stores (WMT) 0.3 $804k 9.2k 87.79
Ishares Tr Rus 1000 Grw Etf (IWF) 0.3 $795k 2.2k 361.13
Ishares Msci Eurzone Etf (EZU) 0.3 $734k 14k 53.25
Ishares Tr Core Msci Eafe (IEFA) 0.3 $716k 9.5k 75.65
Bank of America Corporation (BAC) 0.2 $658k 16k 41.73
Spdr Index Shs Fds Spdr S&p Emergin (XCNY) 0.2 $620k 27k 23.32
Spdr Ser Tr S&p Divid Etf (SDY) 0.2 $615k 4.5k 135.68
Exxon Mobil Corporation (XOM) 0.2 $582k 4.9k 118.94
Spdr Ser Tr Portfolio Ln Tsr (SPTL) 0.2 $552k 20k 27.26
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) 0.2 $527k 6.5k 80.65
Rivian Automotive Com Cl A Call Option (RIVN) 0.2 $484k 39k 12.45
United Security Bancshares (UBFO) 0.2 $462k 52k 8.96
Eli Lilly & Co. (LLY) 0.2 $445k 538.00 826.51
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.2 $439k 2.5k 173.23
Ishares Tr Ishares Semicdtr (SOXX) 0.1 $409k 2.2k 188.19
Chevron Corporation (CVX) 0.1 $405k 2.4k 167.28
Ishares Tr Msci Emg Mkt Etf (EEM) 0.1 $403k 9.2k 43.70
Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 0.1 $395k 5.6k 70.21
W.R. Berkley Corporation (WRB) 0.1 $363k 5.1k 71.15
Oneok (OKE) 0.1 $343k 3.5k 99.22
Ishares Tr Us Trsprtion (IYT) 0.1 $295k 4.6k 64.03
Community West Bancshares (CWBC) 0.1 $279k 15k 18.48
Microsoft Corporation (MSFT) 0.1 $264k 703.00 375.46
Spdr Ser Tr Portfolio Sh Tsr (SPTS) 0.1 $249k 8.5k 29.24
McDonald's Corporation (MCD) 0.1 $233k 745.00 312.37
Edison International (EIX) 0.1 $229k 3.9k 58.92
Gabelli Dividend & Income Trust (GDV) 0.1 $224k 9.3k 24.13
Spdr Ser Tr S&p Homebuild (XHB) 0.1 $218k 2.3k 96.91
Intuitive Surgical Com New (ISRG) 0.1 $204k 411.00 495.27
Caterpillar (CAT) 0.1 $201k 609.00 329.86
Putnam Mun Opportunities Tr Sh Ben Int (PMO) 0.0 $120k 12k 10.19