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CIK: 0001787027
Total reported value
$391.0M
$391.0M
76 檔
21.9%
In Q2 2024, Private Wealth Advisors, LLC's U.S. equity holdings reached a combined market value of $391.0M, distributed across 76 disclosed stock positions.
During Q2 2024, Private Wealth Advisors, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | GLD | Spdr Gold Shares | ETF-Commodities | 12.74% | -3.10% | +90.94% | |
| 2 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 5.78% | -0.12% | +33.38% | |
| 3 | XLV | Ss Health Care Select Sector | ETF-Other | 5.62% | +1.12% | +23.21% | |
| 4 | DBA | Invesco Db Agriculture Fund | ETF-Other | 5.35% | -0.12% | +56.59% | |
| 5 | ADM | Archer-daniels-midland Co | Stock-Consumer Staples | 3.52% | +0.68% | +0.15% | |
| 6 | SPTS | Ss Spdr P St Term Tsy ETF | ETF-Other | 3.41% | — | -1.64% | |
| 7 | XLK | Ss Technology Select Sector | ETF-Tech | 3.37% | +1.08% | +0.03% | |
| 8 | DEM | Wisdomtree Emerging Markets | ETF-Emerging Markets | 3.36% | -0.20% | +21.72% | |
| 9 | VPL | Vanguard Ftse Pacific ETF | ETF-Other | 3.21% | +0.12% | +2.37% | |
| 10 | VTV | Vanguard Value ETF | ETF-Other | 2.86% | +0.08% | -0.38% | |
| 11 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 2.63% | +0.18% | -0.36% | |
| 12 | FEZ | State Street Spdr Euro Stoxx | ETF-Other | 2.48% | +0.57% | -9.81% | |
| 13 | XLB | Ss Materials Select Sector | ETF-Other | 2.24% | -0.29% | -24.98% | |
| 14 | IEUR | Ishares Core Msci Europe ETF | ETF-Other | 2.22% | +0.08% | +128.71% | |
| 15 | PDBA | Invesco Agriculture Cmdtyk-1 | ETF-Other | 2.10% | -0.14% | -44.56% | |
| 16 | XLE | Ss Energy Select Sector | ETF-Other | 1.98% | -0.30% | +1.95% | |
| 17 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.93% | +0.58% | -47.98% | |
| 18 | EWU | Ishares Msci United Kingdom | ETF-Other | 1.88% | -0.07% | +28.13% | |
| 19 | XLI | Ss Industrial Select Sector | ETF-Other | 1.67% | +0.60% | +0.50% | |
| 20 | XLF | Ss Financial Select Sector | ETF-Other | 1.64% | +0.78% | -25.68% | |
| 21 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-Other | 1.50% | — | +19.67% | |
| 22 | XLRE | Ss Real Estate Select Sector | ETF-Other | 1.46% | -0.04% | +2.71% | |
| 23 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 1.25% | -1.03% | EXIT | |
| 24 | T | At&t Inc | Stock-Comm Services | 1.24% | -0.40% | +2.86% | |
| 25 | EMB | Ishares Jp Morgan Usd Emergi | ETF-Other | 1.24% | — | +4.62% | |
| 26 | XME | Ss Spdr S&p Metals Mining | ETF-Other | 1.19% | -0.06% | -23.92% | |
| 27 | LEMB | Ishares Jp Morgan Em Local C | ETF-Other | 1.18% | — | +5.72% | |
| 28 | EWW | Ishares Msci Mexico ETF | ETF-Other | 1.15% | -0.13% | +2.42% | |
| 29 | RRC | Range Resources CORP | Stock-Energy | 1.09% | -0.73% | EXIT | |
| 30 | EWZ | Ishares Msci Brazil ETF | ETF-Other | 1.08% | -0.05% | -44.76% | |
| 31 | SLV | Ishares Silver Trust | ETF-Commodities | 1.08% | — | -49.65% | |
| 32 | AAPL | Apple Inc | Stock-Tech | 1.02% | +0.03% | -48.69% | |
| 33 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 0.97% | +1.53% | -0.19% | |
| 34 | XCEM | Columbia Em Core Ex-china | ETF-Emerging Markets | 0.94% | — | — | |
| 35 | LTPZ | Pimco 15+ Yr US Tips Indx | ETF-Other | 0.89% | — | +10.66% | |
| 36 | FXY | Invesco Currencyshares Japan | ETF-Other | 0.85% | -1.86% | EXIT | |
| 37 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.82% | +0.01% | +11.49% | |
| 38 | GDX | Vaneck Gold Miners ETF | ETF-Commodities | 0.79% | -0.60% | EXIT | |
| 39 | EWM | Ishares Msci Malaysia ETF | ETF-Other | 0.76% | — | +8.05% | |
| 40 | BROS | Dutch Bros Inc-class A | Stock-Consumer Disc | 0.71% | — | +0.35% | |
| 41 | VDE | Vanguard Energy ETF | ETF-Other | 0.70% | -0.15% | -0.28% | |
| 42 | VAW | Vanguard Materials ETF | ETF-Other | 0.64% | -0.05% | -0.75% | |
| 43 | URNM | Sprott Uranium Miners ETF | ETF-Other | 0.61% | -0.20% | +0.55% | |
| 44 | PHO | Invesco Water Resources ETF | ETF-Other | 0.52% | — | +1.10% | |
| 45 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.48% | +0.08% | -1.02% | |
| 46 | VFH | Vanguard Financials ETF | ETF-Other | 0.46% | -0.01% | -1.60% | |
| 47 | VIS | Vanguard Industrials ETF | ETF-Other | 0.44% | +0.02% | -0.47% | |
| 48 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.44% | +0.01% | -0.09% | |
| 49 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 0.42% | +1.00% | +0.03% | |
| 50 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.31% | +0.01% | — |
According to official SEC Form 13F filings, Private Wealth Advisors, LLC reported a total U.S. public equity portfolio value of $391.0M across 76 disclosed positions in Q2 2024.
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In terms of portfolio concentration, the top 5 core holdings (including GLD, XLP, XLV) accounted for 21.9% of total reported equity market value during Q2 2024.
During Q2 2024, Private Wealth Advisors, LLC's top holdings by market value included GLD (12.7%)、XLP (5.8%)、XLV (5.6%). The largest single position, GLD, represented 12.7% of total portfolio value.
In Q2 2024, Private Wealth Advisors, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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