Private Wealth Advisors, Inc. — Q4 2018 13F保有銘柄

Name: Private Wealth Advisors, Inc. — 13F Holdings, Q4 2018
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0001462525

申告総資産額

$1.8億

← 最新の四半期に戻る

今四半期の全保有銘柄

#	ティッカー	発行体	資産子分類	比率	比率変動	持株数変化
1	AAPL	Apple INC	株式-IT	5.28%	+0.35%	-10.08%
2	EFA	Ishares Msci Eafe ETF	ETF-その他	4.84%	—	-4.67%
3	✓	State Street SPDR S&P 500 ETF Trust	ETF-大型株・グロース	4.18%	—	-3.42%
4	GOOGL	Alphabet Inc-cl A	株式-通信サービス	3.67%	-0.07%	-7.47%
5	AMZN	Amazon.com INC	株式-一般消費財	3.29%	—	+45.89%
6	IJH	Ishares Core S&p Midcap ETF	ETF-その他	3.09%	+0.92%	NEW
7	CSCO	Cisco Systems INC	株式-IT	2.94%	-0.44%	-2.45%
8	VWO	Vanguard Ftse Emerging Marke	ETF-新興国市場	2.31%	—	-3.57%
9	✓	Select Sector Spdr Tr	株式-その他	2.21%	—	-3.29%
10	VZ	Verizon Communications INC	株式-通信サービス	2.15%	—	+3.29%
11	PNC	Pnc Financial Services Group	株式-金融	1.99%	+0.32%	+0.95%
12	IEFA	Ishares Core Msci Eafe ETF	ETF-その他	1.91%	—	+15.24%
13	JNJ	Johnson & Johnson	株式-ヘルスケア	1.90%	—	-1.14%
14	XLV	Ss Health Care Select Sector	ETF-その他	1.82%	—	-5.81%
15	IJR	Ishares Core S&p Small-cap E	ETF-中小型株	1.69%	+0.44%	NEW
16	MSFT	Microsoft CORP	株式-IT	1.67%	-0.37%	-1.27%
17	MCD	Mcdonald's CORP	株式-一般消費財	1.67%	-0.40%	-2.38%
18	XLI	Ss Industrial Select Sector	ETF-その他	1.61%	—	-1.23%
19	DLN	Wisdomtree US Largecap Divid	ETF-その他	1.57%	+0.30%	-0.03%
20	IWM	Ishares Russell 2000 ETF	ETF-中小型株	1.57%	—	-3.85%
21	XOM	Exxon Mobil CORP	株式-エネルギー	1.35%	—	-4.63%
22	MRK	Merck & Co. INC.	株式-ヘルスケア	1.35%	-0.39%	+7.00%
23	WMT	Walmart INC	株式-生活必需品	1.32%	-0.64%	-0.29%
24	IVV	Ishares Core S&p 500 ETF	ETF-大型株・グロース	1.29%	-0.05%	+23.89%
25	DIS	Walt Disney Co/the	株式-通信サービス	1.26%	+0.26%	-0.72%
26	IEMG	Ishares Core Msci Emerging	ETF-新興国市場	1.24%	+0.18%	NEW
27	CVX	Chevron CORP	株式-エネルギー	1.24%	—	+15.67%
28	NFLX	Netflix INC	株式-通信サービス	1.22%	—	+3.35%
29	INTC	Intel CORP	株式-IT	1.17%	-0.31%	-1.04%
30	T	At&t INC	株式-通信サービス	1.16%	+0.09%	+5.43%
31	KO	Coca-cola Co/the	株式-生活必需品	1.13%	—	-0.27%
32	IVW	Ishares S&p 500 Growth ETF	ETF-大型株・グロース	1.03%	+0.25%	+3.97%
33	UTXZ	United Tech CORP	株式-その他	1.00%	—	+0.89%
34	PG	Procter & Gamble Co/the	株式-生活必需品	1.00%	—	-0.79%
35	EEM	Ishares Msci Emerging Market	ETF-新興国市場	0.99%	—	+0.20%
36	META	Meta Platforms Inc-class A	株式-通信サービス	0.98%	—	-14.11%
37	MDT	Medtronic plc	株式-ヘルスケア	0.93%	—	-1.59%
38	MO	Altria Group INC	株式-生活必需品	0.88%	—	-7.36%
39	MA	Mastercard INC - A	株式-金融	0.79%	—	-0.26%
40	DVY	Ishares Select Dividend ETF	ETF-その他	0.77%	—	+1.78%
41	DGRW	Wisdomtree U.s. Quality Divi	ETF-その他	0.75%	—	-0.19%
42	SBUX	Starbucks CORP	株式-一般消費財	0.69%	+0.04%	-3.14%
43	PSX	Phillips 66	株式-エネルギー	0.67%	—	-6.72%
44	IUSG	Ishares Core S&p U.s. Growth	ETF-その他	0.64%	—	+13.92%
45	ORCL	Oracle CORP	株式-IT	0.62%	—	-0.39%
46	MMM	3m Co	株式-資本財	0.62%	—	-4.22%
47	CL	Colgate-palmolive Co	株式-生活必需品	0.62%	—	-1.02%
48	XLE	Ss Energy Select Sector	ETF-その他	0.61%	—	-6.14%
49	GOOG	Alphabet Inc-cl C	株式-通信サービス	0.59%	—	+0.08%
50	WBA	Walgreens Boots Alliance INC	株式-その他	0.59%	-0.13%	EXIT

1–50 of 125

今四半期の持株変動

Private Wealth Advisors, Inc.がQ4 2018時点の四半期で開示したポジション変更（銘柄コード、発行体、ウェイト変化、株数変化、アクションを含む）
#	ティッカー	発行体	比率変動	持株数変化	アクション
1	AMZN	Amazon.com INC	+0.7%	+45.89%	増加
2	VZ	Verizon Communications INC	+0.5%	+3.29%	増加
3	DIA	Ss Spdr Dow Jones Indus Avg	+0.4%	+317.60%	増加
4	MRK	Merck & Co. INC.	+0.4%	+7.00%	増加
5	ACWI	Ishares Msci Acwi ETF	+0.2%	+198.15%	増加
6	JNJ	Johnson & Johnson	+0.1%	-1.14%	減少
7	VWO	Vanguard Ftse Emerging Marke	+0.1%	-3.57%	減少
8	DLN	Wisdomtree US Largecap Divid	+0.1%	-0.03%	減少
9	T	At&t INC	+0.1%	+5.43%	増加
10	CSCO	Cisco Systems INC	+0.1%	-2.45%	減少
11	MSFT	Microsoft CORP	0%	-1.27%	減少
12	PNC	Pnc Financial Services Group	0%	+0.95%	増加
13	IVW	Ishares S&p 500 Growth ETF	0%	+3.97%	増加
14	XLV	Ss Health Care Select Sector	0%	-5.81%	減少
15	DGRW	Wisdomtree U.s. Quality Divi	0%	-0.19%	減少
16	MA	Mastercard INC - A	0%	-0.26%	減少
17	BAC	Bank Of America CORP	0%	-2.92%	減少
18	COP	Conocophillips	0%	-0.59%	減少
19	✓	Select Sector Spdr Tr	0%	-3.29%	減少
20	BP	Bp Plc-spons Adr	0%	-5.48%	減少
21	R6C2	Royal Dutch Shell-spon Adr-b	-0.1%	-6.37%	減少
22	C	Citigroup INC	-0.1%	-4.32%	減少
23	XLY	Ss Consumer Disc Select Sect	-0.1%	-13.55%	減少
24	IYW	Ishares Ustechnology ETF	-0.1%	-15.15%	減少
25	IJR	Ishares Core S&p Small-cap E	-0.1%	+3.13%	増加
26	CELG	Celgene CORP	-0.1%	-0.79%	減少
27	IJH	Ishares Core S&p Midcap ETF	-0.1%	+0.68%	増加
28	XLI	Ss Industrial Select Sector	-0.1%	-1.23%	減少
29	BRK-B	Berkshire Hathaway Inc-cl B	-0.1%	-29.56%	減少
30	MO	Altria Group INC	-0.1%	-7.36%	減少
31	✓	State Street SPDR S&P 500 ETF Trust	-0.1%	-3.42%	減少
32	UTXZ	United Tech CORP	-0.1%	+0.89%	増加
33	IEZ	Ishares U.s. Oil Equipment &	-0.1%	-18.22%	減少
34	XLE	Ss Energy Select Sector	-0.1%	-6.14%	減少
35	STLD	Steel Dynamics INC	-0.1%	-16.39%	減少
36	PSX	Phillips 66	-0.1%	-6.72%	減少
37	XOM	Exxon Mobil CORP	-0.2%	-4.63%	減少
38	IWB	Ishares Russell 1000 ETF	-0.2%	-30.71%	減少
39	EFA	Ishares Msci Eafe ETF	-0.2%	-4.67%	減少
40	IWM	Ishares Russell 2000 ETF	-0.2%	-3.85%	減少
41	NFLX	Netflix INC	-0.2%	+3.35%	増加
42	VLO	Valero Energy CORP	-0.2%	-6.09%	減少
43	GOOGL	Alphabet Inc-cl A	-0.2%	-7.47%	減少
44	META	Meta Platforms Inc-class A	-0.2%	-14.11%	減少
45	AEP	American Electric Power Company, Inc.	-0.2%	-26.05%	減少
46	SLB	Slb LTD	-0.3%	-27.97%	減少
47	AAPL	Apple INC	-1.9%	-10.08%	減少
48	ROK	Rockwell Automation INC	—	NEW	新規購入
49	ACN	Accenture plc	—	EXIT	全売却
50	STBA	S & T Bancorp INC	—	EXIT	全売却