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Private Wealth Advisors, LLC13F | |
| Private Wealth Advisors, LLC | |
| Last update 2025-05-12 | 85 Stocks (5 new) |
| Value $277.00 Mil | Turnover 6 % |
Private Wealth Advisors, LLC Top Holdings of 2025-03-31
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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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
GLD
PUT
| SPDR Gold Shares ETF | 75,500 | 21,754.6 | 0% | 7.870 | 0% | 0.020 | +2.81% | +28.93% | 102,799.3 | ||
GLD | SPDR Gold Shares ETF | 73,054 | 21,049.8 | -1.58% | 7.610 | -0.11% | 0.020 | +2.81% | +28.93% | 102,799.3 | ||
FEZ
PUT
| SPDR EURO Stoxx 50 ETF | 230,500 | 12,541.5 | 0% | 4.540 | 0% | 0.300 | +12.15% | +29.07% | 4,907.6 | ||
XLV | Health Care Select Sector SPDR | 74,153 | 10,827.1 | -8.32% | 3.920 | -0.36% | 0.030 | +0.88% | -0.09% | 33,667.6 | ||
XLB | Materials Select Sector SPDR | 104,664 | 8,999.0 | +1.52% | 3.250 | +0.05% | 0.180 | +13.78% | +10.71% | 5,578.1 | ||
XLI | Industrial Select Sector SPDR | 61,433 | 8,052.0 | +77.63% | 2.910 | +1.27% | 0.040 | +22.19% | +17.39% | 22,879.0 | ||
VTV | Vanguard Value ETF | 45,154 | 7,799.8 | -0.74% | 2.820 | -0.02% | 0.010 | +11.15% | +7.87% | 135,521.3 | ||
XLF | Financial Select Sector SPDR | 154,983 | 7,719.7 | +10.30% | 2.790 | +0.26% | 0.020 | +11.66% | +10.65% | 52,128.0 | ||
VPL | Vanguard FTSE Pacific ETF | 103,436 | 7,495.0 | +3.58% | 2.710 | +0.09% | 0.110 | +14.59% | +19.76% | 8,062.8 | ||
VWO | Vanguard FTSE Emerging Markets ETF | 162,303 | 7,345.8 | +21.44% | 2.660 | +0.47% | 0.010 | +15.56% | +16.78% | 86,562.3 |
Private Wealth Advisors, LLC's Historical Top Holdings Breakdowns
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
EMXC |
iShares MSCI Emerging Markets ex China ETF
iShares MSCI Emerging Markets ex China ETF
| 2025-03-31 | Sold Out Sold Out | -1.92% | 54.25 ($56.1) 57.64 | $64.44 | 14.87% | Sold Out | 0 | -88,389 | |
XLP | Consumer Staples Select Sector SPDR | 2025-03-31 | Reduce Reduce | -1.71% | 76.23 ($79.81) 83.6 | $81.65 | 2.31% | Reduce -38.64% | 87,899 | -55,345 | |
XLI | Industrial Select Sector SPDR | 2025-03-31 | Add Add | +1.27% | 128.78 ($135.13) 141.67 | $153.73 | 13.76% | Add 77.63% | 61,433 | 26,849 | |
INDA | iShares MSCI India ETF | 2025-03-31 | New Buy New Buy | +0.94% | 47.8 ($50.38) 53.4 | $54.73 | 8.63% | New holding | 50,524 | 50,524 | |
FEZ | SPDR EURO Stoxx 50 ETF | 2025-03-31 | Reduce Reduce | -0.66% | 47.66 ($53.46) 57.45 | $60.85 | 13.82% | Reduce -22.7% | 118,399 | -34,777 | |
EZA | iShares MSCI South Africa ETF | 2025-03-31 | New Buy New Buy | +0.62% | 40.83 ($45.15) 48.77 | $56.27 | 24.63% | New holding | 35,780 | 35,780 | |
XLK | Technology Select Sector SPDR ETF | 2025-03-31 | Reduce Reduce | -0.53% | 206.38 ($226.74) 242.18 | $260.29 | 14.80% | Reduce -15.61% | 31,638 | -5,852 | |
VWO | Vanguard FTSE Emerging Markets ETF | 2025-03-31 | Add Add | +0.47% | 42.5 ($45.01) 46.71 | $51.23 | 13.82% | Add 21.44% | 162,303 | 28,657 | |
VNM | VanEck Vietnam ETF | 2025-03-31 | New Buy New Buy | +0.44% | 11.13 ($11.85) 12.76 | $16.00 | 35.02% | New holding | 98,524 | 98,524 | |
FXY |
Invesco CurrencyShares Japanese Yen Trust
Invesco CurrencyShares Japanese Yen Trust
| 2025-03-31 | Add Add | +0.41% | 58.31 ($60.62) 62.66 | $62.85 | 3.68% | Add 30.13% | 79,418 | 18,390 |
Private Wealth Advisors, LLC Total Holding History ($B)
Private Wealth Advisors, LLC's Asset Allocation
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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Private Wealth Advisors, LLC's Hypothetical Growth since 2025-03-31
Private Wealth Advisors, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Private Wealth Advisors, LLC's Holdings Heat Map
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Private Wealth Advisors, LLC's Holdings Bubble Chart
Private Wealth Advisors, LLC News
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