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Private Wealth Advisors

Latest statistics and disclosures from Private Wealth Advisors's latest quarterly 13F-HR filing:

Top 5 stock holdings are GLD, XLV, XLP, PDBA, ADM, and represent 24.27% of Private Wealth Advisors's stock portfolio.
Added to shares of these 10 stocks: GDX, EWU, IEUR, FXY, AAPL, EWM, EIDO, WMT, SOXX, SPTL.
Started 9 new stock positions in GDV, FXY, EIDO, RIVN, EWU, EWM, IEUR, PRU, GDX.
Reduced shares in these 10 stocks: GLD (-$25M), VPL (-$7.3M), REMX, VTV, PDBA, XLI, XLV, XLB, DBA, XLP.
Sold out of its positions in RSP, TLRY, REMX.
Private Wealth Advisors was a net seller of stock by $-25M.
Private Wealth Advisors has $246M in assets under management (AUM), dropping by -4.18%.
Central Index Key (CIK): 0001787027

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Positions held by Private Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Private Wealth Advisors

Private Wealth Advisors holds 75 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 Gold Tr Gold Shs (GLD)	6.7	$17M	-60%	80k	205.72	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	4.9	$12M	-4%	82k	147.73	View chart
Select Sector Spdr Tr Sbi Cons Stpls (XLP)	4.6	$11M	-4%	148k	76.36	View chart
Invesco Actvely Mngd Etc Agri Cmdty Stra (PDBA)	4.2	$10M	-5%	288k	35.74	View chart
Archer Daniels Midland Company (ADM)	3.8	$9.4M		150k	62.81	View chart
Invesco Db Multi-sector Comm Agriculture Fd (DBA)	3.8	$9.3M	-4%	376k	24.76	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	3.7	$9.2M	-3%	220k	41.77	View chart
Spdr Ser Tr Portfolio Sh Tsr (SPTS)	3.7	$9.1M	-4%	313k	28.92	View chart
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL)	3.4	$8.4M	-46%	110k	76.03	View chart
Select Sector Spdr Tr Sbi Materials (XLB)	3.4	$8.3M	-5%	89k	92.89	View chart
Select Sector Spdr Tr Technology (XLK)	3.3	$8.0M	-4%	38k	208.27	View chart
Vanguard Index Fds Value Etf (VTV)	3.1	$7.6M	-9%	47k	162.86	View chart
Spdr Index Shs Fds Euro Stoxx 50 (FEZ)	3.0	$7.4M	-5%	141k	52.55	View chart
Wisdomtree Tr Emer Mkt High Fd (DEM)	2.8	$6.9M	-4%	165k	41.84	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	2.5	$6.2M	-4%	74k	84.44	View chart
Ishares Msci Brazil Etf (EWZ)	2.5	$6.1M	-4%	187k	32.42	View chart
Select Sector Spdr Tr Financial (XLF)	2.4	$5.9M	-6%	139k	42.12	View chart
Select Sector Spdr Tr Energy (XLE)	2.1	$5.2M	-6%	55k	94.41	View chart
Ishares Silver Tr Ishares (SLV)	1.9	$4.7M		207k	22.75	View chart
Select Sector Spdr Tr Indl (XLI)	1.8	$4.5M	-12%	36k	125.96	View chart
Vaneck Etf Trust Gold Miners Etf (GDX)	1.7	$4.2M	NEW	132k	31.62	View chart
Spdr Ser Tr S&p Metals Mng (XME)	1.7	$4.1M	-2%	68k	60.28	View chart
Apple Put Option (AAPL)	1.7	$4.1M	+95%	24k	171.48	View chart
Select Sector Spdr Tr Rl Est Sel Sec (XLRE)	1.6	$3.8M	-4%	97k	39.53	View chart
Ishares Tr Msci Uk Etf New (EWU)	1.5	$3.7M	NEW	109k	34.21	View chart
Ishares Msci Mexico Etf (EWW)	1.4	$3.5M	-5%	51k	69.31	View chart
Spdr Ser Tr Portfolio Ln Tsr (SPTL)	1.4	$3.4M	+10%	122k	27.94	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	1.3	$3.2M	-2%	35k	89.67	View chart
Ishares Jp Morgan Em Etf (LEMB)	1.2	$2.9M	-3%	81k	36.08	View chart
At&t (T)	1.2	$2.9M		166k	17.60	View chart
Ishares Tr Core Msci Euro (IEUR)	1.0	$2.6M	NEW	44k	57.85	View chart
Select Sector Spdr Tr Communication (XLC)	1.0	$2.4M	-7%	30k	81.66	View chart
Johnson & Johnson (JNJ)	1.0	$2.4M	-3%	15k	158.19	View chart
Invesco Currencyshares Japan Japanese Yen (FXY)	0.9	$2.3M	NEW	38k	61.23	View chart
Range Resources (RRC)	0.9	$2.2M	-2%	64k	34.43	View chart
Pimco Etf Tr 15+ Yr Us Tips (LTPZ)	0.9	$2.2M		39k	55.56	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.8	$1.9M	-13%	24k	79.86	View chart
Vanguard World Energy Etf (VDE)	0.8	$1.9M		14k	131.70	View chart
Vanguard World Materials Etf (VAW)	0.7	$1.8M	-3%	8.8k	204.44	View chart
Ishares Msci Mly Etf New (EWM)	0.7	$1.8M	NEW	81k	21.79	View chart
Ishares Tr Msci Indonia Etf (EIDO)	0.7	$1.8M	NEW	78k	22.53	View chart
Sprott Fds Tr Uranium Miners E (URNM)	0.6	$1.6M	-7%	32k	49.29	View chart
Dutch Bros Cl A (BROS)	0.6	$1.5M	-6%	44k	33.00	View chart
Invesco Exchange Traded Fd T Water Res Etf (PHO)	0.6	$1.4M	-4%	21k	66.57	View chart
Vanguard World Financials Etf (VFH)	0.5	$1.2M		12k	102.39	View chart
Vanguard World Industrial Etf (VIS)	0.5	$1.2M		4.9k	244.14	View chart
Vanguard World Inf Tech Etf (VGT)	0.5	$1.1M	-25%	2.2k	524.27	View chart
JPMorgan Chase & Co. (JPM)	0.5	$1.1M		5.5k	200.32	View chart
Select Sector Spdr Tr Sbi Cons Discr (XLY)	0.5	$1.1M	-28%	6.0k	183.88	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.3	$761k	-8%	10k	74.22	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.3	$742k		2.2k	337.09	View chart
United Security Bancshares (UBFO)	0.3	$621k		81k	7.71	View chart
Spdr Ser Tr S&p Divid Etf (SDY)	0.3	$615k	-2%	4.7k	131.24	View chart
Bank of America Corporation (BAC)	0.2	$603k		16k	37.92	View chart
Exxon Mobil Corporation (XOM)	0.2	$570k		4.9k	116.24	View chart
Wal-Mart Stores (WMT)	0.2	$538k	+200%	8.9k	60.17	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.2	$522k		13k	41.08	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.2	$495k	+194%	2.2k	225.91	View chart
Eli Lilly & Co. (LLY)	0.2	$429k		552.00	777.89	View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)	0.2	$379k		5.6k	67.34	View chart
Chevron Corporation (CVX)	0.2	$373k		2.4k	157.75	View chart
Vaneck Etf Trust Agribusiness Etf (MOO)	0.1	$352k	-3%	4.7k	75.13	View chart
Ishares Tr Us Trsprtion (IYT)	0.1	$347k	+285%	4.9k	70.40	View chart
W.R. Berkley Corporation (WRB)	0.1	$299k		3.4k	88.43	View chart
Spdr Ser Tr S&p Homebuild (XHB)	0.1	$297k	-14%	2.7k	111.61	View chart
Central Valley Community Ban	0.1	$293k		15k	19.89	View chart
Oneok (OKE)	0.1	$265k		3.3k	80.17	View chart
Edison International (EIX)	0.1	$263k		3.7k	70.74	View chart
Microsoft Corporation (MSFT)	0.1	$251k		597.00	420.42	View chart
Pepsi (PEP)	0.1	$228k		1.3k	174.95	View chart
McDonald's Corporation (MCD)	0.1	$213k		756.00	282.09	View chart
Prudential Financial (PRU)	0.1	$209k	NEW	1.8k	117.42	View chart
Gabelli Dividend & Income Trust (GDV)	0.1	$203k	NEW	8.8k	22.98	View chart
Putnam Mun Opportunities Tr Sh Ben Int (PMO)	0.0	$120k		12k	10.16	View chart
Rivian Automotive Com Cl A Call Option (RIVN)	0.0	$114k	NEW	10k	10.95	View chart

Past Filings by Private Wealth Advisors

SEC 13F filings are viewable for Private Wealth Advisors going back to 2019

Private Wealth Advisors 2024 Q1 filed May 8, 2024
Private Wealth Advisors 2023 Q4 filed Jan. 23, 2024
Private Wealth Advisors 2023 Q3 filed Oct. 19, 2023
Private Wealth Advisors 2023 Q2 filed July 20, 2023
Private Wealth Advisors 2023 Q1 filed April 25, 2023
Private Wealth Advisors 2022 Q4 filed Feb. 13, 2023
Private Wealth Advisors 2022 Q3 filed Nov. 14, 2022
Private Wealth Advisors 2022 Q2 filed Aug. 15, 2022
Private Wealth Advisors 2022 Q1 filed May 17, 2022
Private Wealth Advisors 2021 Q4 filed Feb. 11, 2022
Private Wealth Advisors 2021 Q3 filed Dec. 3, 2021
Private Wealth Advisors 2021 Q2 filed July 29, 2021
Private Wealth Advisors 2021 Q1 filed May 17, 2021
Private Wealth Advisors 2020 Q4 filed Feb. 11, 2021
Private Wealth Advisors 2020 Q3 filed Nov. 16, 2020
Private Wealth Advisors 2020 Q2 filed Aug. 13, 2020

View all past filings

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