International Private Wealth Advisors LLC Portfolio Holdings

International Private Wealth Advisors LLC

  • $68.2 Billion
  • Q3 2024

International Private Wealth Advisors LLC has filed its 13F form on November 06, 2024 for Q3 2024 where it was disclosed a total value porftolio of $68.2 Billion distributed in 121 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 $6.67B, ETF Opportunities Trust with a value of $3.55B, Apple Inc. with a value of $3.13B, Ssga Active Tr Spdr Ssga Us Se with a value of $1.97B, and Schwab Strategic Tr Us Large C with a value of $1.87B.

Examining the 13F form we can see an increase of $8.91B in the current position value, from $59.3B to 68.2B.

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 $68.2 Billion
ETFs: $32 Billion
Technology: $5.93 Billion
Consumer Defensive: $5.35 Billion
Consumer Cyclical: $4.94 Billion
Utilities: $4.9 Billion
Financial Services: $4.9 Billion
Communication Services: $1.84 Billion
Healthcare: $1.64 Billion
Other: $3.19 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$6.67 Billion 9.78% of portfolio
11,628
Q3 2024 Added 17.69%
ETF Opportunities Trust
-
$3.55 Billion 5.2% of portfolio
-
Q3 2024 Reduced 6.41%
$3.58T
$3.13 Billion 4.58% of portfolio
13,429
Q3 2024 Added 279.78%
$0
$1.97 Billion 2.88% of portfolio
37,962
Q3 2024 Added 32.34%
$0
$1.87 Billion 2.74% of portfolio
27,610
Q3 2024 Reduced 2.95%
$2.11T
$1.78 Billion 2.6% of portfolio
9,534
Q3 2024 Added 67.85%
$0
$1.56 Billion 2.29% of portfolio
37,794
Q3 2024 Added 120.36%
$0
$1.52 Billion 2.23% of portfolio
40,563
Q3 2024 Reduced 16.42%
$398B
$1.43 Billion 2.09% of portfolio
1,607
Q3 2024 Added 0.44%
$0
$1.38 Billion 2.02% of portfolio
27,170
Q3 2024 Reduced 14.92%
$0
$1.32 Billion 1.93% of portfolio
49,520
Q3 2024 Added 31.92%
$0
$1.14 Billion 1.67% of portfolio
9,740
Q3 2024 Added 2.0%
$0
$1.09 Billion 1.6% of portfolio
41,734
Q3 2024 Added 90.18%
$3.13T
$1.05 Billion 1.54% of portfolio
2,440
Q3 2024 Reduced 8.89%
$0
$1.04 Billion 1.53% of portfolio
11,354
Q3 2024 Added 19.28%
$84.8B
$1.01 Billion 1.49% of portfolio
4,172
Q3 2024 Added 51.71%
$363B
$883 Million 1.29% of portfolio
7,272
Q3 2024 Reduced 3.19%
$0
$755 Million 1.11% of portfolio
11,185
Q3 2024 Added 50.92%
$97.3B
$641 Million 0.94% of portfolio
12,568
Q3 2024 Reduced 6.53%
$0
$629 Million 0.92% of portfolio
7,516
Q2 2024 Reduced 16.0%
$0
$607 Million 0.89% of portfolio
9,734
Q3 2024 Added 0.27%
$0
$607 Million 0.89% of portfolio
1,244
Q3 2024 Added 47.39%
$0
$572 Million 0.84% of portfolio
19,661
Q3 2024 Reduced 11.62%
$0
$552 Million 0.81% of portfolio
12,128
Q3 2024 Added 68.44%
$20.9B
$543 Million 0.8% of portfolio
11,123
Q3 2024 Reduced 7.97%
$0
$530 Million 0.78% of portfolio
18,010
Q3 2024 Reduced 14.97%
$0
$486 Million 0.71% of portfolio
6,228
Q3 2024 Added 11.47%
$0
$486 Million 0.71% of portfolio
5,751
Q3 2024 Reduced 3.75%
$173B
$484 Million 0.71% of portfolio
10,776
Q3 2024 Reduced 4.1%
$216B
$476 Million 0.7% of portfolio
1,564
Q3 2024 Reduced 3.99%
$41.8B
$475 Million 0.7% of portfolio
5,322
Q3 2024 Reduced 7.02%
$44.4B
$469 Million 0.69% of portfolio
3,297
Q3 2024 Reduced 5.72%
$0
$461 Million 0.68% of portfolio
5,554
Q4 2023 New
$0
$453 Million 0.66% of portfolio
4,502
Q3 2024 Reduced 2.68%
$398B
$450 Million 0.66% of portfolio
1,112
Q3 2024 Reduced 3.97%
$14.3B
$450 Million 0.66% of portfolio
12,981
Q3 2024 Reduced 5.83%
$159B
$453 Million 0.66% of portfolio
20,578
Q3 2024 Reduced 5.93%
$18.6B
$431 Million 0.63% of portfolio
25,703
Q3 2024 Reduced 5.08%
$154B
$423 Million 0.62% of portfolio
14,604
Q3 2024 Reduced 4.61%
$0
$416 Million 0.61% of portfolio
7,606
Q3 2024 New
$76.2B
$415 Million 0.61% of portfolio
9,080
Q3 2024 Reduced 4.51%
$29.7B
$411 Million 0.6% of portfolio
3,125
Q3 2024 Reduced 6.47%
$24B
$399 Million 0.58% of portfolio
9,707
Q3 2024 Reduced 5.78%
$0
$399 Million 0.58% of portfolio
5,070
Q3 2024 New
$31B
$387 Million 0.57% of portfolio
4,446
Q3 2024 Reduced 6.24%
$17.2B
$380 Million 0.56% of portfolio
773
Q3 2024 Reduced 4.33%
$0
$382 Million 0.56% of portfolio
3,264
Q3 2024 Reduced 5.06%
$19.7B
$375 Million 0.55% of portfolio
5,316
Q3 2024 Reduced 5.09%
$24.6B
$368 Million 0.54% of portfolio
15,764
Q3 2024 Reduced 5.6%

Summary

  • Portfolio
  • No. of Stocks 121
  • Current Value $68.2 Billion
  • Prior Value $59.3 Billion
  • Filing
  • Period Q3 2024
  • Filing Date November 06, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 7 stocks
  • Additional Purchases 24 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 86 stocks
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