Private Wealth Advisors

Private Wealth Advisors as of March 31, 2026

Portfolio Holdings for Private Wealth Advisors

Private Wealth Advisors holds 95 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr Gold Tr Gold Shs (GLD) 15.8 $56M 130k 430.29
Select Sector Spdr Tr State Street Fin (XLF) 3.4 $12M 248k 49.37
Archer Daniels Midland Company (ADM) 3.1 $11M 153k 72.69
Nike CL B (NKE) 2.8 $9.9M 188k 52.82
Select Sector Spdr Tr State Street Hea (XLV) 2.7 $9.7M 66k 146.61
Select Sector Spdr Tr State Street Mat (XLB) 2.6 $9.2M 184k 49.97
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL) 2.5 $8.8M 90k 97.73
Wisdomtree Tr Emer Mkt High Fd (DEM) 2.4 $8.6M 172k 49.69
Select Sector Spdr Tr State Street Ind (XLI) 2.3 $8.0M 50k 161.73
Select Sector Spdr Tr State Street Con (XLY) 2.2 $7.9M 73k 108.98
Vanguard Index Fds Value Etf (VTV) 2.1 $7.4M 38k 196.20
Select Sector Spdr Tr State Street Con (XLP) 2.1 $7.3M 89k 81.98
Ishares Tr Core Msci Euro (IEUR) 2.0 $7.0M 100k 70.27
Ishares Msci Japan Etf (EWJ) 2.0 $7.0M 83k 84.44
Ishares Tr S&p 500 Grwt Etf (IVW) 1.9 $6.9M 61k 113.11
Invesco Actvely Mngd Etc Agri Cmdty Stra (PDBA) 1.9 $6.8M 186k 36.47
Select Sector Spdr Tr State Street Tec (XLK) 1.9 $6.7M 50k 132.90
Spdr Index Shs Fds State Street Spd (FEZ) 1.9 $6.7M 108k 62.08
Invesco Currencyshares Japanese Yen (FXY) 1.9 $6.6M 114k 57.88
Ishares Tr Expanded Tech (IGV) 1.9 $6.6M 82k 80.05
Ishares Tr Msci Uk Etf New (EWU) 1.9 $6.6M 145k 45.56
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 1.8 $6.4M 118k 54.05
Vanguard Malvern Fds Strm Infproidx (VTIP) 1.7 $6.1M 123k 49.95
Delcath Sys Com New (DCTH) 1.5 $5.5M 592k 9.28
Ishares Tr 20 Yr Tr Bd Etf (TLT) 1.5 $5.4M 62k 86.69
Ishares Msci Mexico Etf (EWW) 1.4 $4.9M 66k 75.23
Select Sector Spdr Tr State Street Ene (XLE) 1.4 $4.9M 80k 61.26
At&t (T) 1.3 $4.6M 158k 28.99
Deckers Outdoor Corporation (DECK) 1.3 $4.5M 45k 100.09
Sprott Fds Tr Uranium Miners E (URNM) 1.2 $4.3M 68k 63.15
Invesco Db Multi-sector Comm Agriculture Fd (DBA) 1.0 $3.7M 136k 27.32
Select Sector Spdr Tr State Street Uti (XLU) 1.0 $3.6M 80k 45.89
Ishares Tr Russell 2000 Etf (IWM) 1.0 $3.6M 15k 248.00
Alps Etf Tr Alerian Energy (ENFR) 1.0 $3.5M 93k 38.21
Spdr Series Trust State Street Spd (XME) 0.9 $3.3M 31k 108.01
Ishares Msci Japn Smcetf (SCJ) 0.9 $3.3M 34k 97.08
Sociedad Quimica Y Minera De Spon Adr Ser B (SQM) 0.9 $3.3M 41k 80.94
Ishares Tr Msci Eafe Etf (EFA) 0.9 $3.2M 33k 97.13
Apple (AAPL) 0.8 $3.0M 12k 253.80
Ishares Msci Sth Afr Etf (EZA) 0.8 $2.9M 43k 67.80
Applied Materials (AMAT) 0.8 $2.7M 7.9k 341.79
Range Resources (RRC) 0.7 $2.6M 57k 45.18
Vanguard World Energy Etf (VDE) 0.7 $2.5M 14k 173.04
Ishares Tr Msci India Etf (INDA) 0.7 $2.4M 51k 46.84
Analog Devices (ADI) 0.7 $2.4M 7.4k 318.13
First Tr Exchange-traded Nasdq Cln Edge (GRID) 0.6 $2.2M 14k 163.58
Ishares Msci Brazil Etf (EWZ) 0.6 $2.2M 58k 38.39
Vaneck Etf Trust Gold Miners Etf (GDX) 0.6 $2.1M 23k 91.77
Ishares Tr Us Aer Def Etf (ITA) 0.6 $2.1M 9.4k 218.75
Global X Fds Us Infr Dev Etf (PAVE) 0.6 $2.0M 39k 50.81
Vanguard Index Fds Small Cp Etf (VB) 0.5 $1.9M 7.2k 261.92
Vaneck Etf Trust Africa Index Etf (AFK) 0.5 $1.9M 72k 25.75
Ishares Msci Chile Etf (ECH) 0.5 $1.8M 46k 39.76
Vanguard World Materials Etf (VAW) 0.5 $1.6M 7.3k 225.34
JPMorgan Chase & Co. (JPM) 0.4 $1.5M 5.3k 294.17
Vanguard World Industrial Etf (VIS) 0.4 $1.5M 4.8k 312.20
Vanguard World Inf Tech Etf (VGT) 0.4 $1.4M 2.1k 697.75
Pacer Fds Tr Data And Infrast (SRVR) 0.4 $1.4M 45k 31.22
Global X Fds Renewable Energy (RNRG) 0.4 $1.4M 38k 36.91
Select Sector Spdr Tr State Street Com (XLC) 0.4 $1.4M 13k 110.86
Vanguard World Financials Etf (VFH) 0.4 $1.4M 11k 120.81
Wal-Mart Stores (WMT) 0.3 $1.0M 8.1k 124.28
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.3 $985k 5.1k 191.92
Ishares Tr Rus 1000 Grw Etf (IWF) 0.3 $939k 2.2k 426.45
Invesco Currencyshares Brit Brit Poun Strl (FXB) 0.2 $841k 6.6k 127.35
Ishares Msci Eurzone Etf (EZU) 0.2 $793k 13k 62.64
Vaneck Etf Trust Vaneck Vietnam (VNM) 0.2 $780k 45k 17.31
Bank of America Corporation (BAC) 0.2 $768k 16k 48.75
Select Sector Spdr Tr State Street Rea (XLRE) 0.2 $737k 18k 40.83
Ishares Tr Ishares Semicdtr (SOXX) 0.2 $695k 2.1k 328.70
Vaneck Etf Trust Agribusiness Etf (MOO) 0.2 $688k 8.1k 84.50
Ishares Tr Core Msci Eafe (IEFA) 0.2 $682k 7.5k 90.53
Abrdn Platinum Etf Trust Physcl Platm Shs (PPLT) 0.2 $672k 3.8k 178.23
Spdr Series Trust State Street Spd (SDY) 0.2 $648k 4.4k 145.93
Vanguard Scottsdale Fds Long Term Treas (VGLT) 0.2 $634k 12k 55.35
Exxon Mobil Corporation (XOM) 0.2 $591k 3.5k 169.64
Spdr Index Shs Fds State Street (XCNY) 0.2 $562k 20k 28.79
Invesco Currencyshares Euro Euro Shs (FXE) 0.2 $534k 5.0k 106.69
Eli Lilly & Co. (LLY) 0.1 $500k 543.00 920.17
Ishares Tr Msci Emg Mkt Etf (EEM) 0.1 $478k 8.4k 56.79
Target Corporation (TGT) 0.1 $447k 3.7k 121.20
Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 0.1 $381k 4.6k 82.42
Rivian Automotive Com Cl A (RIVN) 0.1 $380k 25k 15.05
Oneok (OKE) 0.1 $324k 3.6k 90.40
Edison International (EIX) 0.1 $302k 4.1k 73.19
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $293k 508.00 577.08
Chevron Corporation (CVX) 0.1 $275k 1.3k 206.86
Microsoft Corporation (MSFT) 0.1 $273k 738.00 370.42
Ishares Tr Us Trsprtion (IYT) 0.1 $265k 3.6k 74.60
Gabelli Dividend & Income Trust (GDV) 0.1 $254k 9.4k 26.93
United Sts Oil Units (USO) 0.1 $242k 1.9k 127.25
Ishares Tr China Lg-cap Etf (FXI) 0.1 $231k 6.4k 35.90
Johnson & Johnson (JNJ) 0.1 $230k 941.00 244.53
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.1 $227k 3.5k 64.09
McDonald's Corporation (MCD) 0.1 $206k 663.00 310.58