International Private Wealth Advisors
Latest statistics and disclosures from International Private Wealth Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SPY, Idx Dynamic Fixed Income Etf, SCHX, JPST, COST, and represent 24.87% of International Private Wealth Advisors's stock portfolio.
- Added to shares of these 10 stocks: Idx Dynamic Fixed Income Etf, OKE, FITB, GLDM, FNF, NI, PEG, PFG, CFG, ETR.
- Started 36 new stock positions in AEP, EIX, JNK, RSPH, TFC, D, PFG, LNT, MKC, IPG.
- Reduced shares in these 10 stocks: SPLG (-$14M), SPDW (-$9.7M), XLSR (-$5.1M), , SPAB, IJR, SPY, , , AAPL.
- Sold out of its positions in GOOG, Canoo Inc Cl A, KO, DAL, META, GBTC, ITW, PDBC, LQD, TLT.
- International Private Wealth Advisors was a net seller of stock by $-51M.
- International Private Wealth Advisors has $52M in assets under management (AUM), dropping by -48.74%.
- Central Index Key (CIK): 0002022637
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Portfolio Holdings for International Private Wealth Advisors
International Private Wealth Advisors holds 111 positions in its portfolio as reported in the March 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 9.3 | $4.8M | -31% | 9.2k | 523.07 |
|
| Etf Opportunities Trust Idx Dynamic Fixe | 7.3 | $3.8M | NEW | 152k | 24.90 |
|
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 3.9 | $2.0M | -7% | 32k | 62.06 |
|
| J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) | 2.2 | $1.2M | +10% | 23k | 50.45 |
|
| Costco Wholesale Corporation (COST) | 2.2 | $1.1M | -8% | 1.6k | 732.83 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 2.0 | $1.0M | -70% | 9.4k | 110.52 |
|
| Microsoft Corporation (MSFT) | 1.8 | $922k | -38% | 2.2k | 420.70 |
|
| Spdr Ser Tr Bloomberg 1-3 Mo (BIL) | 1.7 | $872k | -16% | 9.5k | 91.80 |
|
| Amazon (AMZN) | 1.6 | $841k | -53% | 4.7k | 180.38 |
|
| Ssga Active Tr Spdr Ssga Fxd (FISR) | 1.5 | $761k | -52% | 30k | 25.63 |
|
| Ishares Tr Core Us Aggbd Et (AGG) | 1.5 | $758k | -20% | 7.7k | 97.94 |
|
| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 1.4 | $720k | -32% | 8.9k | 80.51 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 1.2 | $643k | -6% | 11k | 60.74 |
|
| Vaneck Etf Trust Fallen Angel Hg (ANGL) | 1.2 | $622k | -52% | 21k | 29.02 |
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 1.1 | $551k | 6.8k | 80.63 |
|
|
| Apple (AAPL) | 1.1 | $545k | -73% | 3.2k | 171.46 |
|
| Spdr Gold Tr Gold Shs (GLD) | 1.0 | $542k | -22% | 2.6k | 205.72 |
|
| Seagate Technology Hldngs Pl Ord Shs (STX) | 1.0 | $537k | +78% | 5.8k | 93.05 |
|
| Nrg Energy Com New (NRG) | 1.0 | $508k | +81% | 7.5k | 67.69 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 0.9 | $485k | +2% | 6.5k | 74.22 |
|
| International Paper Company (IP) | 0.9 | $477k | +78% | 12k | 39.02 |
|
| Kimberly-Clark Corporation (KMB) | 0.9 | $476k | +3% | 3.7k | 129.34 |
|
| Watsco, Incorporated (WSO) | 0.9 | $470k | +63% | 1.1k | 431.85 |
|
| Verizon Communications (VZ) | 0.9 | $466k | +68% | 11k | 41.96 |
|
| Lyondellbasell Industries N Shs - A - (LYB) | 0.9 | $464k | +74% | 4.5k | 102.28 |
|
| McDonald's Corporation (MCD) | 0.9 | $463k | +14% | 1.6k | 281.95 |
|
| Ssga Active Tr Spdr Ssga Us Sct (XLSR) | 0.9 | $460k | -91% | 9.2k | 49.86 |
|
| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.9 | $452k | 5.6k | 81.43 |
|
|
| Prudential Financial (PRU) | 0.8 | $440k | +66% | 3.8k | 117.40 |
|
| NVIDIA Corporation (NVDA) | 0.8 | $437k | -14% | 484.00 | 903.56 |
|
| International Business Machines (IBM) | 0.8 | $436k | +62% | 2.3k | 190.96 |
|
| Philip Morris International (PM) | 0.8 | $434k | +79% | 4.7k | 91.63 |
|
| Invesco Exchange Traded Fd T S&p Midcap 400 (GRPM) | 0.8 | $431k | 3.6k | 120.28 |
|
|
| Chevron Corporation (CVX) | 0.8 | $427k | +62% | 2.7k | 157.72 |
|
| Home Depot (HD) | 0.8 | $426k | -15% | 1.1k | 383.47 |
|
| Us Bancorp Del Com New (USB) | 0.8 | $411k | +82% | 9.2k | 44.70 |
|
| Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 0.8 | $408k | -95% | 11k | 35.84 |
|
| Spdr Ser Tr Portfolio Agrgte (SPAB) | 0.8 | $400k | -90% | 16k | 25.28 |
|
| Key (KEY) | 0.8 | $395k | +80% | 25k | 15.81 |
|
| Spdr Ser Tr Portfolio Ln Tsr (SPTL) | 0.8 | $389k | -78% | 14k | 27.94 |
|
| Oneok (OKE) | 0.7 | $384k | NEW | 4.8k | 80.17 |
|
| Ford Motor Company (F) | 0.7 | $377k | +73% | 28k | 13.28 |
|
| Fifth Third Ban (FITB) | 0.7 | $376k | NEW | 10k | 37.21 |
|
| Emerson Electric (EMR) | 0.7 | $373k | +55% | 3.3k | 113.42 |
|
| World Gold Tr Spdr Gld Minis (GLDM) | 0.7 | $369k | NEW | 8.4k | 44.05 |
|
| Comerica Incorporated (CMA) | 0.7 | $359k | +81% | 6.5k | 54.99 |
|
| Ishares Tr Tips Bd Etf (TIP) | 0.7 | $358k | -3% | 3.3k | 107.41 |
|
| Fidelity National Financial Fnf Group Com (FNF) | 0.7 | $357k | NEW | 6.7k | 53.10 |
|
| NiSource (NI) | 0.7 | $356k | NEW | 13k | 27.66 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.7 | $355k | -60% | 800.00 | 444.01 |
|
| Public Service Enterprise (PEG) | 0.7 | $355k | NEW | 5.3k | 66.79 |
|
| At&t (T) | 0.7 | $344k | +53% | 20k | 17.60 |
|
| Principal Financial (PFG) | 0.7 | $337k | NEW | 3.9k | 86.31 |
|
| Citizens Financial (CFG) | 0.6 | $335k | NEW | 9.2k | 36.29 |
|
| Entergy Corporation (ETR) | 0.6 | $334k | NEW | 3.2k | 105.69 |
|
| Edison International (EIX) | 0.6 | $333k | NEW | 4.7k | 70.74 |
|
| Truist Financial Corp equities (TFC) | 0.6 | $330k | NEW | 8.5k | 38.98 |
|
| Dominion Resources (D) | 0.6 | $329k | NEW | 6.7k | 49.19 |
|
| Omni (OMC) | 0.6 | $327k | NEW | 3.4k | 96.76 |
|
| Valero Energy Corporation (VLO) | 0.6 | $325k | NEW | 1.9k | 170.69 |
|
| Huntington Bancshares Incorporated (HBAN) | 0.6 | $323k | +72% | 23k | 13.95 |
|
| Franklin Resources (BEN) | 0.6 | $316k | NEW | 11k | 28.11 |
|
| Tractor Supply Company (TSCO) | 0.6 | $314k | +17% | 1.2k | 261.72 |
|
| Spdr Ser Tr Portfli Intrmdit (SPTI) | 0.6 | $312k | -45% | 11k | 28.18 |
|
| Merck & Co (MRK) | 0.6 | $309k | NEW | 2.3k | 131.92 |
|
| CMS Energy Corporation (CMS) | 0.6 | $309k | NEW | 5.1k | 60.34 |
|
| American Electric Power Company (AEP) | 0.6 | $292k | NEW | 3.4k | 86.11 |
|
| Hp (HPQ) | 0.6 | $291k | NEW | 9.6k | 30.22 |
|
| Exelon Corporation (EXC) | 0.5 | $284k | NEW | 7.6k | 37.57 |
|
| Wal-Mart Stores (WMT) | 0.5 | $279k | +195% | 4.6k | 60.17 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.5 | $278k | -2% | 1.3k | 210.30 |
|
| Mccormick & Co Com Non Vtg (MKC) | 0.5 | $278k | NEW | 3.6k | 76.81 |
|
| Invesco SHS (IVZ) | 0.5 | $277k | NEW | 17k | 16.59 |
|
| Procter & Gamble Company (PG) | 0.5 | $275k | 1.7k | 162.29 |
|
|
| Direxion Shs Etf Tr Dly Smcap Bull3x (TNA) | 0.5 | $273k | 6.4k | 42.92 |
|
|
| Alliant Energy Corporation (LNT) | 0.5 | $269k | NEW | 5.3k | 50.40 |
|
| Colgate-Palmolive Company (CL) | 0.5 | $269k | +15% | 3.0k | 90.05 |
|
| Spdr Index Shs Fds Portfolio Emg Mk (SPEM) | 0.5 | $269k | -48% | 7.4k | 36.19 |
|
| DTE Energy Company (DTE) | 0.5 | $268k | NEW | 2.4k | 112.12 |
|
| Automatic Data Processing (ADP) | 0.5 | $266k | +23% | 1.1k | 249.74 |
|
| Interpublic Group of Companies (IPG) | 0.5 | $265k | NEW | 8.1k | 32.63 |
|
| PPL Corporation (PPL) | 0.5 | $262k | NEW | 9.5k | 27.53 |
|
| Johnson & Johnson (JNJ) | 0.5 | $261k | -34% | 1.6k | 158.21 |
|
| Pepsi (PEP) | 0.5 | $260k | +25% | 1.5k | 175.02 |
|
| Clorox Company (CLX) | 0.5 | $256k | +6% | 1.7k | 153.11 |
|
| Sonoco Products Company (SON) | 0.5 | $251k | NEW | 4.3k | 57.84 |
|
| Spdr Ser Tr Bloomberg High Y (JNK) | 0.5 | $251k | NEW | 2.6k | 95.20 |
|
| Exxon Mobil Corporation (XOM) | 0.5 | $250k | -38% | 2.1k | 116.24 |
|
| Paychex (PAYX) | 0.5 | $249k | +8% | 2.0k | 122.80 |
|
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.5 | $248k | -4% | 3.2k | 77.31 |
|
| Altria (MO) | 0.5 | $247k | NEW | 5.7k | 43.62 |
|
| Hershey Company (HSY) | 0.5 | $247k | -5% | 1.3k | 194.50 |
|
| Spdr Ser Tr Portfolio S&p500 (SPLG) | 0.5 | $246k | -98% | 4.0k | 61.54 |
|
| FirstEnergy (FE) | 0.5 | $244k | NEW | 6.3k | 38.62 |
|
| Oge Energy Corp (OGE) | 0.5 | $244k | NEW | 7.1k | 34.30 |
|
| Novo-nordisk A S Adr (NVO) | 0.5 | $241k | NEW | 1.9k | 128.40 |
|
| Ishares Gold Tr Ishares New (IAU) | 0.5 | $240k | -22% | 5.7k | 42.01 |
|
| Visa Com Cl A (V) | 0.5 | $236k | -9% | 844.00 | 279.09 |
|
| Walgreen Boots Alliance (WBA) | 0.5 | $234k | NEW | 11k | 21.69 |
|
| Amgen (AMGN) | 0.4 | $231k | -21% | 814.00 | 284.32 |
|
| Schwab Strategic Tr Schwab Fdt Us Sc (FNDA) | 0.4 | $231k | -2% | 4.0k | 57.03 |
|
| UnitedHealth (UNH) | 0.4 | $228k | +20% | 460.00 | 494.77 |
|
| Ishares Tr Pfd And Incm Sec (PFF) | 0.4 | $221k | 6.9k | 32.23 |
|
|
| Wec Energy Group (WEC) | 0.4 | $220k | NEW | 2.7k | 82.11 |
|
| Fastenal Company (FAST) | 0.4 | $218k | -14% | 2.8k | 77.14 |
|
| Newell Rubbermaid (NWL) | 0.4 | $217k | +80% | 27k | 8.03 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Hlt (RSPH) | 0.4 | $212k | NEW | 6.7k | 31.79 |
|
| Vanguard Charlotte Fds Total Int Bd Etf (BNDX) | 0.4 | $203k | -35% | 4.1k | 49.19 |
|
| Nuveen Multi-Strategy Income & Growth (JPC) | 0.3 | $149k | 21k | 7.19 |
|
|
| Pimco High Income Com Shs (PHK) | 0.2 | $112k | +2% | 23k | 4.94 |
|
| New York Community Ban (NYCB) | 0.2 | $82k | +112% | 25k | 3.22 |
|
Past Filings by International Private Wealth Advisors
SEC 13F filings are viewable for International Private Wealth Advisors going back to 2024
- International Private Wealth Advisors 2023 Q4 filed May 10, 2024
- International Private Wealth Advisors 2024 Q1 filed May 10, 2024