International Private Wealth Advisors LLC Portfolio Holdings

International Private Wealth Advisors LLC

  • $51.8 Billion
  • Q1 2024

International Private Wealth Advisors LLC has filed its 13F form on May 10, 2024 for Q1 2024 where it was disclosed a total value porftolio of $51.8 Billion distributed in 111 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr S&P 500 ETF Trust with a value of $4.82B, ETF Opportunities Trust with a value of $3.77B, Schwab Strategic Tr Us Large C with a value of $2B, Jp Morgan ETF Tr Ultra Short I with a value of $1.15B, and Costco Wholesale Corp with a value of $1.14B.

Examining the 13F form we can see an decrease of $49.3B in the current position value, from $101B to 51.8B.

International Private Wealth Advisors LLC is based out at San Diego, CA

Below you can find more details about International Private Wealth Advisors LLC portfolio as well as his latest detailed transactions.

Portfolio value $51.8 Billion
ETFs: $21.6 Billion
Financial Services: $4.83 Billion
Utilities: $4.61 Billion
Consumer Defensive: $4.38 Billion
Technology: $3.17 Billion
Consumer Cyclical: $3.15 Billion
Industrials: $1.57 Billion
Healthcare: $1.5 Billion
Other: $3.25 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$4.82 Billion 9.31% of portfolio
9,220
Q1 2024 Reduced 31.97%
ETF Opportunities Trust
-
$3.77 Billion 7.28% of portfolio
-
Q1 2024 New
$0
$2 Billion 3.85% of portfolio
32,184
Q1 2024 Reduced 7.85%
$0
$1.15 Billion 2.22% of portfolio
22,799
Q1 2024 Added 10.74%
$393B
$1.14 Billion 2.21% of portfolio
1,562
Q1 2024 Reduced 8.97%
$0
$1.04 Billion 2.01% of portfolio
9,430
Q1 2024 Reduced 70.89%
$3.43T
$922 Million 1.78% of portfolio
2,192
Q1 2024 Reduced 38.15%
$0
$872 Million 1.68% of portfolio
9,494
Q1 2024 Reduced 16.02%
$2.03T
$841 Million 1.62% of portfolio
4,662
Q1 2024 Reduced 53.65%
$0
$761 Million 1.47% of portfolio
29,701
Q1 2024 Reduced 52.86%
$0
$757 Million 1.46% of portfolio
7,734
Q1 2024 Reduced 20.03%
$0
$720 Million 1.39% of portfolio
8,948
Q1 2024 Reduced 32.1%
$0
$643 Million 1.24% of portfolio
10,582
Q1 2024 Reduced 6.53%
$0
$622 Million 1.2% of portfolio
21,448
Q1 2024 Reduced 52.82%
$0
$551 Million 1.06% of portfolio
6,830
Q1 2024 Reduced 0.64%
$3.68T
$545 Million 1.05% of portfolio
3,176
Q1 2024 Reduced 73.64%
$21.5B
$537 Million 1.04% of portfolio
5,775
Q1 2024 Added 78.35%
$18.6B
$508 Million 0.98% of portfolio
7,500
Q1 2024 Added 81.91%
$0
$485 Million 0.94% of portfolio
6,531
Q1 2024 Added 2.06%
$47.1B
$476 Million 0.92% of portfolio
3,680
Q1 2024 Added 3.6%
$15.1B
$477 Million 0.92% of portfolio
12,224
Q1 2024 Added 78.09%
$15.8B
$470 Million 0.91% of portfolio
1,088
Q1 2024 Added 63.86%
$173B
$466 Million 0.9% of portfolio
11,104
Q1 2024 Added 68.75%
$30.4B
$464 Million 0.9% of portfolio
4,536
Q1 2024 Added 74.06%
$0
$460 Million 0.89% of portfolio
9,233
Q1 2024 Reduced 91.67%
$181B
$463 Million 0.89% of portfolio
1,643
Q1 2024 Added 14.81%
$0
$452 Million 0.87% of portfolio
5,554
Q4 2023 New
$44.1B
$440 Million 0.85% of portfolio
3,751
Q1 2024 Added 66.05%
$158B
$436 Million 0.84% of portfolio
2,285
Q1 2024 Added 62.98%
$158B
$434 Million 0.84% of portfolio
4,737
Q1 2024 Added 79.57%
$327B
$437 Million 0.84% of portfolio
484
Q1 2024 Reduced 14.18%
$0
$431 Million 0.83% of portfolio
3,584
Q1 2024 Reduced 1.65%
$345B
$426 Million 0.82% of portfolio
1,110
Q1 2024 Reduced 15.53%
$299B
$427 Million 0.82% of portfolio
2,705
Q1 2024 Added 62.56%
$0
$408 Million 0.79% of portfolio
11,390
Q1 2024 Reduced 95.96%
$59.2B
$411 Million 0.79% of portfolio
9,194
Q1 2024 Added 82.6%
$0
$400 Million 0.77% of portfolio
15,817
Q1 2024 Reduced 90.9%
$13.3B
$395 Million 0.76% of portfolio
24,962
Q1 2024 Added 80.74%
$0
$389 Million 0.75% of portfolio
13,912
Q1 2024 Reduced 78.39%
$36.8B
$384 Million 0.74% of portfolio
4,789
Q1 2024 New
$50.9B
$377 Million 0.73% of portfolio
28,360
Q1 2024 Added 73.21%
$24.9B
$376 Million 0.72% of portfolio
10,092
Q1 2024 New
$64.8B
$372 Million 0.72% of portfolio
3,284
Q1 2024 Added 55.94%
$6.88B
$369 Million 0.71% of portfolio
8,376
Q1 2024 New
$0
$358 Million 0.69% of portfolio
3,330
Q1 2024 Reduced 3.53%
$11.7B
$356 Million 0.69% of portfolio
12,870
Q1 2024 New
$0
$355 Million 0.69% of portfolio
800
Q1 2024 Reduced 60.42%
$13.3B
$357 Million 0.69% of portfolio
6,717
Q1 2024 New
$6.69B
$359 Million 0.69% of portfolio
6,531
Q1 2024 Added 81.27%

Summary

  • Portfolio
  • No. of Stocks 111
  • Current Value $51.8 Billion
  • Prior Value $101 Billion
  • Filing
  • Period Q1 2024
  • Filing Date May 10, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 36 stocks
  • Additional Purchases 33 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 40 stocks
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