IP

International Private Wealth Advisors LLC

13F
International Private Wealth Advisors LLC
Last update 2025-04-15 153 Stocks (13 new)
Value $104.00 Mil Turnover 12 %
Countries:
Top Holdings: SPY(6.61%)AAPL(4.43%)SPDW(3.64%)DYFI(3.11%)CERY(2.83%)
Summary Stock Picks Current Portfolio
International Private Wealth A... Top Holdings of 2025-03-31 View Full List
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
12,337
6,900.9
-10.55%
6.610
-0.85%
0.000
+4.93%
+2.54%
612,819.6
 
AAPL 		Apple Inc
20,814
4,623.3
+6.88%
4.430
+0.28%
0.000
-13.23%
-18.37%
3,045,713.6
Hardware
SPDW 		SPDR Portfolio Developed World ex-US ETF
104,175
3,793.0
+36.88%
3.640
+0.98%
0.020
+8.65%
+18.20%
26,999.6
 
DYFI 		IDX Dynamic Fixed Income ETF
140,252
3,240.5
+1.50%
3.110
+0.05%
9.110
-0.49%
-0.34%
34.3
 
CERY 		Bloomberg Enhanced Roll Yield Commodity Strategy No K-1 ETF
106,489
2,950.8
+803.44%
2.830
+2.52%
0.670
+1.80%
+5.18%
450.1
 
XLSR 		SPDR SSGA U.S. Sector Rotation ETF
55,400
2,812.7
+12.04%
2.700
+0.29%
0.430
+3.03%
-0.01%
717.5
 
AMZN 		Amazon.com Inc
14,582
2,774.4
+1.03%
2.660
+0.03%
0.000
+6.41%
-2.65%
2,267,334.4
Retail - Cyclical
COST 		Costco Wholesale Corp
2,653
2,509.6
-6.02%
2.410
-0.15%
0.000
-1.01%
+11.04%
450,102.6
Retail - Defensive
SPLG 		SPDR Portfolio S&P 500 ETF
36,208
2,381.1
+11.93%
2.280
+0.24%
0.000
+4.91%
+2.55%
68,560.3
 
MSFT 		Microsoft Corp
5,409
2,030.4
+5.23%
1.950
+0.10%
0.000
+18.73%
+12.03%
3,496,120.0
Software

International Private Wealth Advisors LLC's Historical Top Holdings Breakdowns

International Private Wealth Advisors LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
CERY 		Bloomberg Enhanced Roll Yield Commodity Strategy No K-1 ETF2025-03-31Add
+2.52%
●
25.94 ($27.04) 27.78
$27.23
0.71%
Add 803.44%
106,489
94,702
SPDW 		SPDR Portfolio Developed World ex-US ETF2025-03-31Add
+0.98%
●
33.84 ($36.14) 37.77
$40.34
11.62%
Add 36.88%
104,175
28,066
SPY 		SPDR S&P 500 ETF Trust2025-03-31Reduce
-0.85%
●
551.42 ($587.78) 612.93
$599.14
1.93%
Reduce -10.55%
12,337
-1,455
ANET 		Arista Networks Inc2025-03-31New Buy
+0.57%
●
77.48 ($101.39) 129.82
$97.25
-4.08%
New holding
7,738
7,738
NVDA 		NVIDIA Corp2025-03-31Reduce
-0.55%
●
106.98 ($126.74) 149.43
$141.72
11.82%
Reduce -18.87%
17,816
-4,144
JNK 		SPDR Bloomberg High Yield Bond ETF2025-03-31Sold Out
-0.50%
●
94.86 ($96.18) 97.12
$95.62
-0.58%
Sold Out
0
-5,258
TSLA 		Tesla Inc2025-03-31Sold Out
-0.45%
●
222.15 ($333.26) 428.22
$295.14
-11.44%
Sold Out
0
-1,108
SPLB 		SPDR Portfolio Long Term Corporate Bond ETF2025-03-31New Buy
+0.41%
●
21.73 ($22.45) 23.02
$21.86
-2.63%
New holding
19,071
19,071
PSA 		Public Storage2025-03-31New Buy
+0.39%
●
288.99 ($299.06) 313.98
$302.91
1.29%
New holding
1,368
1,368
FEU 		FEU2025-03-31New Buy
+0.39%
●
39.53 ($43.23) 46.13
$33.68
-22.09%
New holding
9,302
9,302

International Private Wealth Advisors LLC Total Holding History ($B)

To

International Private Wealth Advisors LLC's Asset Allocation

To

International Private Wealth Advisors LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

International Private Wealth Advisors LLC's Hypothetical Growth since 2025-03-31

International Private Wealth Advisors LLC's Yearly Returns

Year Portfolio % % Excess Gain %

International Private Wealth Advisors LLC's Holdings Heat Map

Size field:

International Private Wealth Advisors LLC's Holdings Bubble Chart

International Private Wealth Advisors LLC News

  • 1

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