International Private Wealth Advisors LLC Portfolio Holdings

International Private Wealth Advisors LLC

  • $100 Billion
  • Q4 2024

International Private Wealth Advisors LLC has filed its 13F form on January 29, 2025 for Q4 2024 where it was disclosed a total value porftolio of $100 Billion distributed in 152 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 $8.08B, Apple Inc. with a value of $4.88B, ETF Opportunities Trust with a value of $3.22B, Amazon Com Inc with a value of $3.17B, and Nvidia Corp with a value of $2.95B.

Examining the 13F form we can see an increase of $32.2B in the current position value, from $68.2B to 100B.

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 $100 Billion
ETFs: $48.6 Billion
Technology: $11.6 Billion
Consumer Defensive: $7.41 Billion
Consumer Cyclical: $7.25 Billion
Financial Services: $6.15 Billion
Utilities: $5.12 Billion
Healthcare: $3.17 Billion
Communication Services: $3.1 Billion
Other: $3.76 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$8.08 Billion 8.04% of portfolio
13,792
Q4 2024 Added 18.61%
$3.82T
$4.88 Billion 4.85% of portfolio
19,475
Q4 2024 Added 45.02%
ETF Opportunities Trust
-
$3.22 Billion 3.2% of portfolio
-
Q4 2024 Reduced 6.71%
$2.39T
$3.17 Billion 3.15% of portfolio
14,434
Q4 2024 Added 51.4%
$311B
$2.95 Billion 2.93% of portfolio
21,960
Q4 2024 Added 201.98%
$0
$2.64 Billion 2.63% of portfolio
49,445
Q4 2024 Added 30.25%
$0
$2.6 Billion 2.59% of portfolio
76,109
Q4 2024 Added 87.63%
$433B
$2.59 Billion 2.57% of portfolio
2,823
Q4 2024 Added 75.67%
$0
$2.23 Billion 2.22% of portfolio
32,349
Q4 2024 Added 189.22%
$3.09T
$2.17 Billion 2.16% of portfolio
5,140
Q4 2024 Added 110.66%
$0
$1.64 Billion 1.63% of portfolio
70,624
Q4 2024 Added 155.79%
$0
$1.57 Billion 1.57% of portfolio
13,661
Q4 2024 Added 40.26%
$0
$1.46 Billion 1.46% of portfolio
23,496
Q4 2024 Added 141.38%
$0
$1.47 Billion 1.46% of portfolio
38,361
Q4 2024 Added 1.5%
$0
$1.41 Billion 1.4% of portfolio
56,352
Q4 2024 Added 35.03%
$0
$1.27 Billion 1.27% of portfolio
13,148
Q4 2024 Added 46.28%
$0
$1.24 Billion 1.23% of portfolio
13,560
Q4 2024 Added 19.43%
$0
$1.21 Billion 1.2% of portfolio
14,756
Q4 2024 New
$0
$1.18 Billion 1.17% of portfolio
46,546
Q4 2024 Reduced 6.01%
$0
$1.08 Billion 1.08% of portfolio
13,993
Q4 2024 Added 176.0%
$0
$1.06 Billion 1.05% of portfolio
2,073
Q4 2024 Added 66.64%
$397B
$1 Billion 1.0% of portfolio
5,970
Q4 2024 Added 276.89%
$89.1B
$987 Million 0.98% of portfolio
4,076
Q4 2024 Reduced 2.3%
$782B
$957 Million 0.95% of portfolio
1,240
Q4 2024 New
$0
$942 Million 0.94% of portfolio
18,698
Q4 2024 Reduced 31.18%
$0
$850 Million 0.85% of portfolio
18,935
Q4 2024 New
$0
$820 Million 0.82% of portfolio
7,095
Q4 2024 New
$268B
$825 Million 0.82% of portfolio
9,128
Q4 2024 Added 132.74%
$0
$777 Million 0.77% of portfolio
8,404
Q4 2024 New
$0
$731 Million 0.73% of portfolio
14,004
Q4 2024 Added 224.54%
$0
$717 Million 0.71% of portfolio
27,381
Q4 2024 Added 39.27%
$1.23T
$679 Million 0.68% of portfolio
3,564
Q4 2024 Added 133.86%
$0
$678 Million 0.68% of portfolio
23,658
Q4 2024 Added 31.36%
$92.4B
$657 Million 0.65% of portfolio
12,569
Q4 2024 Added 0.01%
$0
$647 Million 0.64% of portfolio
6,059
Q4 2024 New
$311B
$644 Million 0.64% of portfolio
3,624
Q4 2024 New
$0
$612 Million 0.61% of portfolio
13,622
Q4 2024 Added 12.32%
$0
$603 Million 0.6% of portfolio
7,516
Q2 2024 Reduced 16.0%
$44.6B
$585 Million 0.58% of portfolio
5,831
Q4 2024 Added 49.94%
$20.3B
$561 Million 0.56% of portfolio
10,422
Q4 2024 Reduced 6.3%
$561B
$553 Million 0.55% of portfolio
1,751
Q4 2024 Added 103.13%
$1.2T
$554 Million 0.55% of portfolio
2,924
Q4 2024 New
$98.7B
$547 Million 0.54% of portfolio
7,235
Q4 2024 New
$171B
$529 Million 0.53% of portfolio
23,218
Q4 2024 Added 12.83%
$0
$525 Million 0.52% of portfolio
4,652
Q4 2024 Added 42.52%
$0
$516 Million 0.51% of portfolio
2,900
Q4 2024 New
$0
$504 Million 0.5% of portfolio
18,450
Q4 2024 Added 220.81%
$0
$502 Million 0.5% of portfolio
5,258
Q4 2024 Added 148.37%
$615B
$486 Million 0.48% of portfolio
1,072
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 152
  • Current Value $100 Billion
  • Prior Value $68.2 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 29, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 36 stocks
  • Additional Purchases 95 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 16 stocks
Track This Portfolio

Track International Private Wealth Advisors LLC Portfolio

Follow International Private Wealth Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of International Private Wealth Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on International Private Wealth Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email