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CIK: 0001787027
Total reported value
$391.0M
$391.0M
83 檔
19.3%
During the Q4 2024 filing period, Private Wealth Advisors, LLC (CIK: 0001787027) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $391.0M across 83 reported positions.
Private Wealth Advisors, LLC executed strategic sector rebalancing during Q4 2024, establishing 9 new positions while fully exiting 4 holdings and trimming 19 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | GLD | Spdr Gold Shares | ETF-Commodities | 13.94% | -3.10% | +91.33% | |
| 2 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 4.42% | -0.12% | +2.04% | |
| 3 | XLV | Ss Health Care Select Sector | ETF-Other | 4.36% | +1.12% | -2.04% | |
| 4 | XLK | Ss Technology Select Sector | ETF-Tech | 3.42% | +1.08% | -1.66% | |
| 5 | XLB | Ss Materials Select Sector | ETF-Other | 3.40% | -0.29% | +54.12% | |
| 6 | VTV | Vanguard Value ETF | ETF-Other | 3.02% | +0.08% | +0.12% | |
| 7 | ADM | Archer-daniels-midland Co | Stock-Consumer Staples | 2.99% | +0.68% | +0.18% | |
| 8 | FEZ | State Street Spdr Euro Stoxx | ETF-Other | 2.89% | +0.57% | +11.44% | |
| 9 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 2.86% | +0.18% | -0.02% | |
| 10 | VPL | Vanguard Ftse Pacific ETF | ETF-Other | 2.78% | +0.12% | +3.46% | |
| 11 | XLF | Ss Financial Select Sector | ETF-Other | 2.66% | +0.78% | +36.79% | |
| 12 | DEM | Wisdomtree Emerging Markets | ETF-Emerging Markets | 2.58% | -0.20% | +15.79% | |
| 13 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 2.48% | -1.39% | +50.63% | |
| 14 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 2.31% | +0.58% | -51.88% | |
| 15 | IEUR | Ishares Core Msci Europe ETF | ETF-Other | 2.29% | +0.08% | -1.84% | |
| 16 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 2.05% | -1.03% | EXIT | |
| 17 | DBA | Invesco Db Agriculture Fund | ETF-Other | 1.94% | -0.12% | -68.14% | |
| 18 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 1.92% | — | +5.49% | |
| 19 | XLE | Ss Energy Select Sector | ETF-Other | 1.88% | -0.30% | -0.99% | |
| 20 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 1.81% | +0.10% | — | |
| 21 | XLI | Ss Industrial Select Sector | ETF-Other | 1.79% | +0.60% | -2.18% | |
| 22 | EWU | Ishares Msci United Kingdom | ETF-Other | 1.67% | -0.07% | -5.45% | |
| 23 | FXY | Invesco Currencyshares Japan | ETF-Other | 1.67% | -1.86% | EXIT | |
| 24 | PDBA | Invesco Agriculture Cmdtyk-1 | ETF-Other | 1.64% | -0.14% | -0.98% | |
| 25 | XLRE | Ss Real Estate Select Sector | ETF-Other | 1.57% | -0.04% | -0.59% | |
| 26 | T | At&t Inc | Stock-Comm Services | 1.44% | -0.40% | -3.37% | |
| 27 | EMB | Ishares Jp Morgan Usd Emergi | ETF-Other | 1.32% | — | +2.49% | |
| 28 | RRC | Range Resources CORP | Stock-Energy | 1.30% | -0.73% | EXIT | |
| 29 | LEMB | Ishares Jp Morgan Em Local C | ETF-Other | 1.28% | — | +5.55% | |
| 30 | AAPL | Apple Inc | Stock-Tech | 1.18% | +0.03% | +0.07% | |
| 31 | XME | Ss Spdr S&p Metals Mining | ETF-Other | 1.14% | -0.06% | -0.56% | |
| 32 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 1.11% | +1.53% | +0.25% | |
| 33 | SLV | Ishares Silver Trust | ETF-Commodities | 1.06% | — | +0.23% | |
| 34 | URNM | Sprott Uranium Miners ETF | ETF-Other | 1.06% | -0.20% | +2.05% | |
| 35 | EWW | Ishares Msci Mexico ETF | ETF-Other | 1.06% | -0.13% | +6.86% | |
| 36 | LTPZ | Pimco 15+ Yr US Tips Indx | ETF-Other | 0.95% | — | +5.90% | |
| 37 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.88% | +0.01% | +6.09% | |
| 38 | GDX | Vaneck Gold Miners ETF | ETF-Commodities | 0.80% | -0.60% | EXIT | |
| 39 | VDE | Vanguard Energy ETF | ETF-Other | 0.68% | -0.15% | -0.50% | |
| 40 | VAW | Vanguard Materials ETF | ETF-Other | 0.64% | -0.05% | -0.29% | |
| 41 | VFH | Vanguard Financials ETF | ETF-Other | 0.55% | -0.01% | -0.23% | |
| 42 | PHO | Invesco Water Resources ETF | ETF-Other | 0.55% | — | +0.04% | |
| 43 | MSTR | Strategy Inc | Stock-Tech | 0.53% | — | — | |
| 44 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.52% | +0.01% | -0.31% | |
| 45 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.50% | +0.08% | -0.20% | |
| 46 | VIS | Vanguard Industrials ETF | ETF-Other | 0.49% | +0.02% | +0.04% | |
| 47 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 0.49% | +1.00% | -7.81% | |
| 48 | PALL | Abrdn Physical Palladium Shs | ETF-Commodities | 0.39% | — | -48.41% | |
| 49 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.35% | +0.01% | — | |
| 50 | WMT | Walmart Inc | Stock-Consumer Staples | 0.31% | -0.04% | -1.34% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GLD | Spdr Gold Shares | +6.7% | +91.33% | Add |
| 2 | IWM | Ishares Russell 2000 ETF | +1.8% | NEW | New buy |
| 3 | XLB | Ss Materials Select Sector | +0.9% | +54.12% | Add |
| 4 | XLF | Ss Financial Select Sector | +0.9% | +36.79% | Add |
| 5 | TLT | Ishares 20+ Year Treasury Bd | +0.7% | +50.63% | Add |
| 6 | MSTR | Strategy Inc | +0.5% | NEW | New buy |
| 7 | EZU | Ishares Msci Eurozone ETF | +0.3% | NEW | New buy |
| 8 | IVW | Ishares S&p 500 Growth ETF | +0.3% | -0.02% | Trim |
| 9 | XCNY | State Street Spdr S&p Emergi | +0.3% | NEW | New buy |
| 10 | RRC | Range Resources CORP | +0.3% | +3.09% | Add |
| 11 | VTWO | Vanguard Russell 2000 ETF | +0.2% | NEW | New buy |
| 12 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | +0.2% | NEW | New buy |
| 13 | DEM | Wisdomtree Emerging Markets | +0.2% | +15.79% | Add |
| 14 | FXY | Invesco Currencyshares Japan | +0.2% | +21.43% | Add |
| 15 | XLK | Ss Technology Select Sector | +0.2% | -1.66% | Trim |
| 16 | AAPL | Apple Inc | +0.1% | +0.07% | Add |
| 17 | PFE | Pfizer Inc | +0.1% | NEW | New buy |
| 18 | XLC | Ss Comm Select Sector Spdr | +0.1% | +0.25% | Add |
| 19 | AXON | Axon Enterprise Inc | +0.1% | NEW | New buy |
| 20 | ISRG | Intuitive Surgical Inc | +0.1% | NEW | New buy |
| 21 | JPM | Jpmorgan Chase & Co | +0.1% | -0.31% | Trim |
| 22 | VTV | Vanguard Value ETF | 0% | +0.12% | Add |
| 23 | XLP | Ss Consumer Staples Sel Sect | 0% | +2.04% | Add |
| 24 | EMXC | Ishares Msci Emr Mrk Ex Chna | 0% | +5.49% | Add |
| 25 | XLI | Ss Industrial Select Sector | -0.1% | -2.18% | Trim |
| 26 | PDBA | Invesco Agriculture Cmdtyk-1 | -0.1% | -0.98% | Trim |
| 27 | EWW | Ishares Msci Mexico ETF | -0.1% | +6.86% | Add |
| 28 | XLE | Ss Energy Select Sector | -0.1% | -0.99% | Trim |
| 29 | SLV | Ishares Silver Trust | -0.1% | +0.23% | Add |
| 30 | VAW | Vanguard Materials ETF | -0.1% | -0.29% | Trim |
| 31 | UBFO | United Security Bancshare/ca | -0.1% | -38.01% | Trim |
| 32 | MOO | Vaneck Agribusiness ETF | -0.1% | EXIT | Sold out |
| 33 | PEP | Pepsico Inc | -0.1% | EXIT | Sold out |
| 34 | XLU | St Sr Utl Sl Se Spdr Etf-usd | -0.1% | +0.24% | Add |
| 35 | VPL | Vanguard Ftse Pacific ETF | -0.1% | +3.46% | Add |
| 36 | XLRE | Ss Real Estate Select Sector | -0.1% | -0.59% | Trim |
| 37 | URNM | Sprott Uranium Miners ETF | -0.1% | +2.05% | Add |
| 38 | XME | Ss Spdr S&p Metals Mining | -0.1% | -0.56% | Trim |
| 39 | CAT | Caterpillar Inc | -0.1% | -33.28% | Trim |
| 40 | GDX | Vaneck Gold Miners ETF | -0.1% | -0.58% | Trim |
| 41 | FXI | Ishares China Large-cap ETF | -0.2% | EXIT | Sold out |
| 42 | EWU | Ishares Msci United Kingdom | -0.2% | -5.45% | Trim |
| 43 | IEUR | Ishares Core Msci Europe ETF | -0.3% | -1.84% | Trim |
| 44 | PALL | Abrdn Physical Palladium Shs | -0.4% | -48.41% | Trim |
| 45 | ADM | Archer-daniels-midland Co | -0.5% | +0.18% | Add |
| 46 | XLV | Ss Health Care Select Sector | -0.5% | -2.04% | Trim |
| 47 | EWZ | Ishares Msci Brazil ETF | -1.2% | EXIT | Sold out |
| 48 | VWO | Vanguard Ftse Emerging Marke | -2.8% | -51.88% | Trim |
| 49 | SPTS | Ss Spdr P St Term Tsy ETF | -3.3% | -96.51% | Trim |
| 50 | DBA | Invesco Db Agriculture Fund | -3.8% | -68.14% | Trim |
According to official SEC Form 13F filings, Private Wealth Advisors, LLC reported a total U.S. public equity portfolio value of $391.0M across 83 disclosed positions in Q4 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including GLD, XLP, XLV) accounted for 19.3% of total reported equity market value during Q4 2024.
Top New Position Initiated
IWM
市值: $4.6M
Top Position Liquidated / Trimmed
EWZ
前期市值: $3.0M
During Q4 2024, Private Wealth Advisors, LLC's top holdings by market value included GLD (13.9%)、XLP (4.4%)、XLV (4.4%). The largest single position, GLD, represented 13.9% of total portfolio value.
In Q4 2024, Private Wealth Advisors, LLC made 50 total portfolio adjustments, initiating 9 new buys, adding to 18 positions, trimming 19 holdings, and fully liquidating 4 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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