- New Purchases: OTIS, HDV, CARR, BA, PPG, CMG, CMI, EZM, TGT, TMDI,
- Added Positions: QQQ, IUSG, IBB, IVW, IVV, IYH, PG, JNJ, AEP, KO, JPM, MMM, ABT, LMT, PEP, UPS,
- Reduced Positions: SPY, MDY, DLN, BABA, FB, STZ, RTX, SBUX, ORCL, NFLX, VYM, XLF, XLI, WBA, IWB, D, BRK.B, XLB, XLV,
- Sold Out: TMO,
For the details of Private Wealth Advisors, Inc.'s stock buys and sells, go to https://www.gurufocus.com/guru/private+wealth+advisors%2C+inc./current-portfolio/portfolio
These are the top 5 holdings of Private Wealth Advisors, Inc.- Apple Inc (AAPL) - 37,594 shares, 9.37% of the total portfolio. Shares reduced by 0.32%
- Amazon.com Inc (AMZN) - 4,182 shares, 7.88% of the total portfolio. Shares reduced by 0.02%
- Alphabet Inc (GOOGL) - 6,506 shares, 6.30% of the total portfolio. Shares added by 0.03%
- PowerShares QQQ Trust Ser 1 (QQQ) - 30,142 shares, 5.10% of the total portfolio. Shares added by 4.54%
- Microsoft Corp (MSFT) - 35,793 shares, 4.98% of the total portfolio. Shares added by 0.33%
Private Wealth Advisors, Inc. initiated holding in Otis Worldwide Corp. The purchase prices were between $44 and $61.26, with an estimated average price of $51.55. The stock is now traded at around $58.44. The impact to a portfolio due to this purchase was 0.26%. The holding were 6,650 shares as of .
New Purchase: iShares Core High Dividend (HDV)Private Wealth Advisors, Inc. initiated holding in iShares Core High Dividend. The purchase prices were between $68.1 and $89.95, with an estimated average price of $79.92. The stock is now traded at around $84.09. The impact to a portfolio due to this purchase was 0.26%. The holding were 4,670 shares as of .
New Purchase: Carrier Global Corp (CARR)Private Wealth Advisors, Inc. initiated holding in Carrier Global Corp. The purchase prices were between $12.89 and $24.37, with an estimated average price of $18.38. The stock is now traded at around $26.57. The impact to a portfolio due to this purchase was 0.21%. The holding were 13,614 shares as of .
New Purchase: Boeing Co (BA)Private Wealth Advisors, Inc. initiated holding in Boeing Co. The purchase prices were between $120 and $230.5, with an estimated average price of $153.37. The stock is now traded at around $178.63. The impact to a portfolio due to this purchase was 0.18%. The holding were 1,447 shares as of .
New Purchase: Chipotle Mexican Grill Inc (CMG)Private Wealth Advisors, Inc. initiated holding in Chipotle Mexican Grill Inc. The purchase prices were between $611.01 and $1070.25, with an estimated average price of $921.26. The stock is now traded at around $1163.10. The impact to a portfolio due to this purchase was 0.16%. The holding were 221 shares as of .
New Purchase: PPG Industries Inc (PPG)Private Wealth Advisors, Inc. initiated holding in PPG Industries Inc. The purchase prices were between $79.89 and $113.95, with an estimated average price of $96.16. The stock is now traded at around $110.16. The impact to a portfolio due to this purchase was 0.16%. The holding were 2,191 shares as of .
Added: iShares Nasdaq Biotechnology Index Fund (IBB)Private Wealth Advisors, Inc. added to a holding in iShares Nasdaq Biotechnology Index Fund by 64.08%. The purchase prices were between $103.79 and $138.65, with an estimated average price of $127.06. The stock is now traded at around $142.46. The impact to a portfolio due to this purchase was 0.15%. The holding were 4,084 shares as of .
Added: iShares U.S. Healthcare (IYH)Private Wealth Advisors, Inc. added to a holding in iShares U.S. Healthcare by 25.71%. The purchase prices were between $180.14 and $221.83, with an estimated average price of $210.17. The stock is now traded at around $228.36. The impact to a portfolio due to this purchase was 0.07%. The holding were 2,200 shares as of .
Sold Out: Thermo Fisher Scientific Inc (TMO)Private Wealth Advisors, Inc. sold out a holding in Thermo Fisher Scientific Inc. The sale prices were between $275.2 and $362.34, with an estimated average price of $334.21.
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