- New Purchases: CRS, ECL, IBB, IYJ, AXP, FITB, TJX,
- Added Positions: IJR, IVV, IEFA, IEMG, IJH, AMZN, T, DVY, LMT, IVE, BK, PNC, NVDA, VZ, HDV, MSFT, HD, EEM, IVW, DIS, BP, IYH, IJT, BA, PFE, JPM, D, GOOG, IWB, IJS, DOL, ABBV, CAT, CELG, GS, PG, SLB, UTX, WFC, PM, BAC, UNP, UNH, BRK.B, CMI, BMY,
- Reduced Positions: DLN, IWM, CVX, VYM, SPY, VWO, IUSV, XLI, PPG, VLO, PEP, GE, MA, UN, DWDP,
- Sold Out: VTV,
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) - 77,404 shares, 5.54% of the total portfolio. Shares added by 0.31%
- iShares MSCI EAFE (EFA) - 190,547 shares, 4.65% of the total portfolio. Shares added by 0.22%
- SPDR S&P 500 (SPY) - 37,967 shares, 4.04% of the total portfolio. Shares reduced by 1.59%
- Amazon.com Inc (AMZN) - 5,324 shares, 3.57% of the total portfolio. Shares added by 5.32%
- Alphabet Inc (GOOGL) - 8,049 shares, 3.57% of the total portfolio. Shares reduced by 0.59%
Private Wealth Advisors, Inc. initiated holding in Carpenter Technology Corp. The purchase prices were between $35.61 and $48.22, with an estimated average price of $44.38. The stock is now traded at around $49.56. The impact to a portfolio due to this purchase was 0.13%. The holding were 7,505 shares as of .
New Purchase: Ecolab Inc (ECL)Private Wealth Advisors, Inc. initiated holding in Ecolab Inc. The purchase prices were between $141.54 and $176.54, with an estimated average price of $162.08. The stock is now traded at around $181.07. The impact to a portfolio due to this purchase was 0.09%. The holding were 1,284 shares as of .
New Purchase: iShares U.S. Industrials (IYJ)Private Wealth Advisors, Inc. initiated holding in iShares U.S. Industrials. The purchase prices were between $124.59 and $152.19, with an estimated average price of $144.29. The stock is now traded at around $154.47. The impact to a portfolio due to this purchase was 0.09%. The holding were 1,545 shares as of .
New Purchase: iShares Nasdaq Biotechnology Index Fund (IBB)Private Wealth Advisors, Inc. initiated holding in iShares Nasdaq Biotechnology Index Fund. The purchase prices were between $96.43 and $115.11, with an estimated average price of $109.52. The stock is now traded at around $105.00. The impact to a portfolio due to this purchase was 0.09%. The holding were 2,026 shares as of .
New Purchase: American Express Co (AXP)Private Wealth Advisors, Inc. initiated holding in American Express Co. The purchase prices were between $93.43 and $113.55, with an estimated average price of $104.9. The stock is now traded at around $118.46. The impact to a portfolio due to this purchase was 0.08%. The holding were 1,850 shares as of .
New Purchase: Fifth Third Bancorp (FITB)Private Wealth Advisors, Inc. initiated holding in Fifth Third Bancorp. The purchase prices were between $23.53 and $28.76, with an estimated average price of $26.6. The stock is now traded at around $28.03. The impact to a portfolio due to this purchase was 0.08%. The holding were 8,049 shares as of .
Added: iShares Core S&P Small-Cap (IJR)Private Wealth Advisors, Inc. added to a holding in iShares Core S&P Small-Cap by 26.39%. The purchase prices were between $68.11 and $80.91, with an estimated average price of $76.57. The stock is now traded at around $79.32. The impact to a portfolio due to this purchase was 0.43%. The holding were 71,041 shares as of .
Added: iShares Core S&P 500 (IVV)Private Wealth Advisors, Inc. added to a holding in iShares Core S&P 500 by 29.41%. The purchase prices were between $244.46 and $286.57, with an estimated average price of $272.5. The stock is now traded at around $290.00. The impact to a portfolio due to this purchase was 0.37%. The holding were 15,309 shares as of .
Added: Bank of New York Mellon Corp (BK)Private Wealth Advisors, Inc. added to a holding in Bank of New York Mellon Corp by 22.68%. The purchase prices were between $46.56 and $53.98, with an estimated average price of $51.51. The stock is now traded at around $48.10. The impact to a portfolio due to this purchase was 0.04%. The holding were 11,803 shares as of .
Added: NVIDIA Corp (NVDA)Private Wealth Advisors, Inc. added to a holding in NVIDIA Corp by 33.00%. The purchase prices were between $127.99 and $183.94, with an estimated average price of $154.95. The stock is now traded at around $168.82. The impact to a portfolio due to this purchase was 0.04%. The holding were 2,281 shares as of .
Added: iShares U.S. Healthcare (IYH)Private Wealth Advisors, Inc. added to a holding in iShares U.S. Healthcare by 24.00%. The purchase prices were between $173.9 and $195.78, with an estimated average price of $189.54. The stock is now traded at around $187.03. The impact to a portfolio due to this purchase was 0.02%. The holding were 1,550 shares as of .
Sold Out: Vanguard Value (VTV)Private Wealth Advisors, Inc. sold out a holding in Vanguard Value. The sale prices were between $96.19 and $109.3, with an estimated average price of $105.18.
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