IP
| |
International Private Wealth Advisors LLC13F | |
| International Private Wealth Advisors LLC | |
| Last update 2025-07-11 | 163 Stocks (32 new) |
| Value $117.00 Mil | Turnover 19 % |
International Private Wealth A... Top Holdings of 2025-06-30
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SPY | SPDR S&P 500 ETF Trust | 13,755 | 8,498.3 | +11.49% | 7.290 | +0.75% | 0.000 | +16.39% | +8.89% | 654,583.2 | ||
AMZN | Amazon.com Inc | 16,846 | 3,695.8 | +15.53% | 3.170 | +0.43% | 0.000 | +24.49% | +5.85% | 2,465,435.5 | Retail - Cyclical | |
SPDW |
SPDR Portfolio Developed World ex-US ETF
SPDR Portfolio Developed World ex-US ETF
| 79,116 | 3,203.4 | -24.05% | 2.750 | -0.88% | 0.010 | +10.28% | +20.98% | 27,668.4 | ||
XLSR | SPDR SSGA U.S. Sector Rotation ETF | 58,091 | 3,190.4 | +4.86% | 2.740 | +0.13% | 0.430 | +14.09% | +4.88% | 771.8 | ||
SPLG | SPDR Portfolio S&P 500 ETF | 39,930 | 2,902.5 | +10.28% | 2.490 | +0.23% | 0.000 | +16.13% | +8.28% | 78,151.1 | ||
DYFI | IDX Dynamic Fixed Income ETF | 124,150 | 2,877.2 | -11.48% | 2.470 | -0.36% | 7.760 | +1.40% | -0.69% | 37.0 | ||
MSFT | Microsoft Corp | 5,756 | 2,863.2 | +6.42% | 2.460 | +0.15% | 0.000 | +32.15% | +21.67% | 3,797,138.0 | Software | |
COST | Costco Wholesale Corp | 2,789 | 2,761.4 | +5.13% | 2.370 | +0.12% | 0.000 | -4.15% | +2.16% | 414,118.9 | Retail - Defensive | |
NVDA | NVIDIA Corp | 16,828 | 2,658.7 | -5.55% | 2.280 | -0.10% | 0.000 | +63.25% | +29.40% | 4,237,094.2 | Semiconductors | |
CERY |
Bloomberg Enhanced Roll Yield Commodity Strategy No K-1 ETF
Bloomberg Enhanced Roll Yield Commodity Strategy No K-1 ETF
| 96,675 | 2,632.4 | -9.22% | 2.260 | -0.26% | 0.570 | +4.13% | +8.47% | 560.8 |
International Private Wealth Advisors LLC's Historical Top Holdings Breakdowns
International Private Wealth Advisors LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
AAPL | Apple Inc | 2025-06-30 | Reduce Reduce | -1.75% | 172.42 ($202.27) 223.89 | $213.76 | 5.68% | Reduce -39.59% | 12,574 | -8,240 | |
SPDW |
SPDR Portfolio Developed World ex-US ETF
SPDR Portfolio Developed World ex-US ETF
| 2025-06-30 | Reduce Reduce | -0.88% | 32.66 ($38.31) 40.75 | $41.29 | 7.78% | Reduce -24.05% | 79,116 | -25,059 | |
SPY | SPDR S&P 500 ETF Trust | 2025-06-30 | Add Add | +0.75% | 496.48 ($571.44) 617.85 | $634.42 | 11.02% | Add 11.49% | 13,755 | 1,418 | |
QQQ | INVESCO QQQ Trust | 2025-06-30 | Add Add | +0.70% | 416.06 ($496.89) 551.64 | $565.01 | 13.71% | Add 67.47% | 3,676 | 1,481 | |
ALLW | SPDR Bridgewater All Weather ETF | 2025-06-30 | New Buy New Buy | +0.67% | 23.18 ($25.13) 26.07 | $26.22 | 4.34% | New holding | 29,964 | 29,964 | |
GOOG | Alphabet Inc | 2025-06-30 | Add Add | +0.63% | 146.58 ($165.11) 180.01 | $193.20 | 17.01% | Add 100.76% | 8,199 | 4,115 | |
BRK.B | Berkshire Hathaway Inc | 2025-06-30 | Add Add | +0.60% | 483.48 ($508.26) 539.8 | $480.60 | -5.44% | Add 131.09% | 2,542 | 1,442 | |
ANET | Arista Networks Inc | 2025-06-30 | Sold Out Sold Out | -0.57% | 64.37 ($86.38) 102.31 | $114.04 | 32.02% | Sold Out | 0 | -7,738 | |
META | Meta Platforms Inc | 2025-06-30 | Add Add | +0.55% | 484.66 ($617.26) 738.09 | $714.80 | 15.80% | Add 163.62% | 1,413 | 877 | |
BIL | SPDR Bloomberg 1-3 Month T-Bill ETF | 2025-06-30 | Reduce Reduce | -0.52% | 91.43 ($91.58) 91.74 | $91.68 | 0.11% | Reduce -48.28% | 6,328 | -5,907 |
International Private Wealth Advisors LLC Total Holding History ($B)
International Private Wealth Advisors LLC's Asset Allocation
International Private Wealth Advisors LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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International Private Wealth Advisors LLC's Hypothetical Growth since 2025-06-30
International Private Wealth Advisors LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
International Private Wealth Advisors LLC's Holdings Heat Map
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International Private Wealth Advisors LLC's Holdings Bubble Chart
International Private Wealth Advisors LLC News
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