Private Wealth Advisors

Private Wealth Advisors as of June 30, 2025

Portfolio Holdings for Private Wealth Advisors

Private Wealth Advisors holds 83 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 Gold Tr Gold Shs (GLD) 12.9 $35M 116k 304.83
Wisdomtree Tr Emer Mkt High Fd (DEM) 4.2 $12M 255k 45.29
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 3.7 $10M 125k 80.97
Select Sector Spdr Tr Sbi Materials (XLB) 3.3 $9.1M 104k 87.81
Select Sector Spdr Tr Indl (XLI) 3.3 $8.9M 61k 147.52
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL) 3.1 $8.6M 104k 82.18
Archer Daniels Midland Company Put Option (ADM) 2.9 $8.0M 152k 52.78
Select Sector Spdr Tr Technology (XLK) 2.9 $7.9M 31k 253.23
Ishares Tr S&p 500 Grwt Etf (IVW) 2.9 $7.8M 71k 110.10
Vanguard Index Fds Value Etf (VTV) 2.8 $7.8M 44k 176.74
Select Sector Spdr Tr Financial (XLF) 2.8 $7.6M 144k 52.37
Spdr Index Shs Fds Euro Stoxx 50 (FEZ) 2.6 $7.2M 121k 59.73
Ishares Tr Core Msci Euro (IEUR) 2.4 $6.6M 100k 66.20
Ishares Tr Msci Uk Etf New (EWU) 2.1 $5.6M 141k 39.72
Select Sector Spdr Tr Sbi Int-utils (XLU) 2.0 $5.5M 68k 81.66
Invesco Currencyshares Japan Japanese Yen (FXY) 1.9 $5.1M 80k 63.94
Ishares Tr 20 Yr Tr Bd Etf (TLT) 1.9 $5.1M 57k 88.25
Invesco Db Multi-sector Comm Agriculture Fd (DBA) 1.8 $4.8M 185k 26.15
Ishares Tr Msci India Etf (INDA) 1.7 $4.6M 83k 55.68
At&t (T) 1.7 $4.6M 159k 28.94
Ishares Msci Mexico Etf (EWW) 1.6 $4.4M 72k 60.56
Invesco Actvely Mngd Etc Agri Cmdty Stra (PDBA) 1.5 $4.2M 120k 34.87
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 1.5 $4.1M 83k 49.46
Select Sector Spdr Tr Rl Est Sel Sec (XLRE) 1.5 $4.1M 98k 41.42
Select Sector Spdr Tr Energy (XLE) 1.4 $3.9M 47k 84.81
Ishares Jp Morgan Em Etf (LEMB) 1.4 $3.7M 93k 40.39
Range Resources (RRC) 1.4 $3.7M 92k 40.67
Ishares Tr Jpmorgan Usd Emg (EMB) 1.3 $3.7M 40k 92.62
Spdr Series Trust S&p Metals Mng (XME) 1.3 $3.6M 53k 67.22
Select Sector Spdr Tr Sbi Healthcare (XLV) 1.3 $3.5M 26k 134.79
Sprott Fds Tr Uranium Miners E (URNM) 1.3 $3.4M 71k 47.93
Ishares Silver Tr Ishares (SLV) 1.2 $3.4M 103k 32.81
Vaneck Etf Trust Gold Miners Etf (GDX) 1.1 $3.1M 59k 52.06
Select Sector Spdr Tr Communication (XLC) 1.1 $3.1M 28k 108.53
Genmab A/s Sponsored Ads (GMAB) 1.1 $3.1M 148k 20.66
Ishares Tr Msci Eafe Etf (EFA) 1.0 $2.8M 32k 89.39
Pimco Etf Tr 15+ Yr Us Tips (LTPZ) 0.9 $2.6M 49k 52.47
Apple (AAPL) 0.9 $2.4M 12k 205.16
Delcath Sys Com New (DCTH) 0.8 $2.3M 169k 13.60
Ishares Tr Russell 2000 Etf (IWM) 0.8 $2.3M 11k 215.79
Global X Fds Gb Msci Ar Etf (ARGT) 0.8 $2.3M 27k 84.73
Vanguard Index Fds Small Cp Etf (VB) 0.8 $2.1M 8.7k 236.97
Ishares Msci Sth Afr Etf (EZA) 0.7 $1.9M 35k 53.75
Vanguard World Energy Etf (VDE) 0.6 $1.7M 14k 119.12
JPMorgan Chase & Co. (JPM) 0.6 $1.6M 5.5k 289.91
Vanguard World Financials Etf (VFH) 0.6 $1.6M 13k 127.30
Vanguard World Materials Etf (VAW) 0.6 $1.6M 8.0k 194.83
Vanguard World Inf Tech Etf (VGT) 0.5 $1.4M 2.1k 663.20
Vanguard World Industrial Etf (VIS) 0.5 $1.4M 5.0k 280.08
Vaneck Etf Trust Vaneck Vietnam (VNM) 0.5 $1.4M 100k 13.75
Applied Materials (AMAT) 0.5 $1.3M 7.3k 183.07
Abrdn Palladium Etf Trust Physical Palladm (PALL) 0.5 $1.3M 13k 100.61
Ishares Tr Rus 1000 Grw Etf (IWF) 0.3 $935k 2.2k 424.63
Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.3 $908k 4.2k 217.35
Wal-Mart Stores (WMT) 0.3 $877k 9.0k 97.78
Ishares Msci Eurzone Etf (EZU) 0.3 $819k 14k 59.45
Ishares Tr Core Msci Eafe (IEFA) 0.3 $800k 9.6k 83.48
Bank of America Corporation (BAC) 0.3 $747k 16k 47.32
Spdr Index Shs Fds Spdr S&p Emergin (XCNY) 0.2 $674k 26k 25.99
Spdr Series Trust S&p Divid Etf (SDY) 0.2 $616k 4.5k 135.74
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.2 $589k 3.2k 181.74
Spdr Series Trust Portfolio Ln Tsr (SPTL) 0.2 $538k 20k 26.58
Exxon Mobil Corporation (XOM) 0.2 $531k 4.9k 107.81
Ishares Tr Ishares Semicdtr (SOXX) 0.2 $519k 2.2k 238.70
Ishares Tr Msci Emg Mkt Etf (EEM) 0.2 $448k 9.3k 48.24
United Security Bancshares (UBFO) 0.2 $446k 52k 8.65
Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 0.2 $442k 5.7k 77.50
Eli Lilly & Co. (LLY) 0.2 $421k 539.00 780.12
Rivian Automotive Com Cl A Call Option (RIVN) 0.1 $385k 28k 13.74
Microsoft Corporation (MSFT) 0.1 $350k 704.00 497.49
Chevron Corporation (CVX) 0.1 $350k 2.4k 143.20
Oneok (OKE) 0.1 $285k 3.5k 81.62
Tidal Tr Ii Yieldmax Mstr Op (MSTY) 0.1 $269k 12k 22.17
Ishares Tr Us Trsprtion (IYT) 0.1 $264k 3.9k 68.55
Gabelli Dividend & Income Trust (GDV) 0.1 $245k 9.4k 26.01
Spdr Series Trust Portfolio Sh Tsr (SPTS) 0.1 $238k 8.1k 29.29
Caterpillar (CAT) 0.1 $237k 611.00 388.37
Analog Devices (ADI) 0.1 $236k 990.00 238.10
Intuitive Surgical Com New (ISRG) 0.1 $223k 411.00 543.41
McDonald's Corporation (MCD) 0.1 $217k 743.00 292.32
Vaneck Etf Trust Agribusiness Etf (MOO) 0.1 $208k 2.8k 73.62
Edison International (EIX) 0.1 $204k 3.9k 51.60
Putnam Mun Opportunities Tr Sh Ben Int (PMO) 0.0 $116k 12k 9.89