International Private Wealth Advisors LLC Purchases in Q4 2024

International Private Wealth Advisors LLC

  • $100 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
Annaly Capital Management In
12.6K
New
N/A
12.6K $231M
OKE
Oneok Inc

Energy
1.94K
+ 49.94%
$92.28 - $117.05 $179K - $227K
5.83K $585M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
558
New
$260.53 - $404.79 $145K - $226K
558 $213M
PANW
Palo Alto Networks Inc

Technology
1.16K
New
$181.96 - $405.9 $211K - $471K
1.16K $211M
TSLA
Tesla, Inc.

Consumer Cyclical
204
+ 22.57%
$213.65 - $479.86 $43.6K - $97.9K
1.11K $447M
RTX
Raytheon Technologies Corp

Industrials
1.82K
New
$114.45 - $127.21 $209K - $232K
1.82K $211M
EMLC
Vaneck ETF Tr J.P. Morgan Em L

ETFs
9K
New
$23.11 - $25.17 $208K - $227K
9K $208M
REET
Ishares Global Reit ETF

ETFs
8.64K
New
$23.43 - $26.54 $202K - $229K
8.64K $207M
XOM
Exxon Mobil Corp

Energy
2.06K
+ 97.12%
$105.51 - $125.37 $217K - $258K
4.18K $449M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
2.21K
+ 19.43%
$91.29 - $91.8 $201K - $203K
13.6K $1.24B
SPTL
Spdr Portfolio Long Term Treas

ETFs
7.72K
+ 39.27%
$26.05 - $29.17 $201K - $225K
27.4K $717M
EWMC
Invesco Exchange Traded Fd Tr

ETFs
1.39K
+ 42.52%
N/A
4.65K $525M
ERIC
Ericsson Lm Telephone CO

Technology
13.4K
New
$7.36 - $8.59 $98.4K - $115K
13.4K $108M
T
At&T Inc.

Communication Services
2.64K
+ 12.83%
$21.22 - $23.88 $56K - $63K
23.2K $529M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
1.49K
+ 12.32%
$44.33 - $49.55 $66.2K - $74K
13.6K $612M
ETR
Entergy Corp

Utilities
2.95K
+ 94.34%
$73.19 - $156.4 $216K - $461K
6.07K $460M
EMR
Emerson Electric CO

Industrials
2
+ 0.1%
$108.13 - $134.33 $216 - $269
2.01K $248M
ADP
Automatic Data Processing Inc

Industrials
28
+ 2.59%
$280.08 - $307.97 $7.84K - $8.62K
1.11K $325M
SCHC
Schwab Strategic Tr Intl Small

ETFs
1.49K
+ 23.79%
$33.93 - $38.37 $50.6K - $57.2K
7.75K $266M
WHR
Whirlpool Corp

Consumer Cyclical
64
+ 2.76%
$99.28 - $124.45 $6.35K - $7.96K
2.38K $273M
SPMD
Spdr Portfolio

ETFs
413
+ 5.43%
$54.13 - $59.56 $22.4K - $24.6K
8.02K $439M
WBA
Walgreens Boots Alliance, Inc.

Healthcare
1.87K
+ 14.54%
$8.24 - $11.07 $15.4K - $20.7K
14.7K $137M
VLO
Valero Energy Corp

Energy
343
+ 17.98%
$118.59 - $144.02 $40.7K - $49.4K
2.25K $276M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
12.7K
+ 220.81%
$26.93 - $84.95 $342K - $1.08M
18.5K $504M
MO
Altria Group, Inc.

Consumer Defensive
1
+ 0.01%
$49.06 - $57.74 $49.1 - $57.7
12.6K $657M
BEN
Franklin Resources Inc

Financial Services
646
+ 5.02%
$19.35 - $22.76 $12.5K - $14.7K
13.5K $274M
PAYX
Paychex Inc

Industrials
18
+ 0.9%
$135.86 - $148.73 $2.45K - $2.68K
2.01K $282M
TFC
Truist Financial Corp

Financial Services
154
+ 1.79%
$41.51 - $48.1 $6.39K - $7.41K
8.76K $380M
CMA
Comerica Inc

Financial Services
24
+ 0.57%
$57.88 - $72.73 $1.39K - $1.75K
4.25K $263M
FNDA
Schwab Fundamental U S Small C

ETFs
3.85K
+ 108.74%
$29.26 - $59.11 $113K - $227K
7.38K $219M
CLX
Clorox CO

Consumer Defensive
24
+ 1.45%
$156.51 - $169.74 $3.76K - $4.07K
1.68K $273M
OGE
Oge Energy Corp.

Utilities
18
+ 0.27%
$39.65 - $44.08 $714 - $793
6.71K $277M
WEC
Wec Energy Group, Inc.

Utilities
86
+ 3.15%
$92.94 - $101.82 $7.99K - $8.76K
2.82K $265M
IVZ
Invesco Ltd.

Financial Services
118
+ 0.73%
$16.78 - $18.63 $1.98K - $2.2K
16.2K $283M
JPC
Nuveen Preferred & Income Opportunities Fund

Financial Services
671
+ 3.11%
$7.83 - $8.16 $5.25K - $5.48K
22.2K $175M
HD
Home Depot, Inc.

Consumer Cyclical
48
+ 4.32%
$385.02 - $431.37 $18.5K - $20.7K
1.16K $451M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
11.1K
+ 200.0%
$27.54 - $83.04 $306K - $922K
16.7K $462M
PHK
Pimco High Income Fund

Financial Services
651
+ 2.72%
$4.85 - $5.16 $3.16K - $3.36K
24.6K $120M
CVX
Chevron Corp

Energy
28
+ 1.6%
$141.15 - $162.53 $3.95K - $4.55K
1.77K $257M
FITB
Fifth Third Bancorp

Financial Services
77
+ 0.97%
$41.76 - $48.44 $3.22K - $3.73K
8.03K $340M
NRG
Nrg Energy, Inc.

Utilities
19
+ 0.51%
$85.3 - $101.61 $1.62K - $1.93K
3.74K $338M
DGX
Quest Diagnostics Inc

Healthcare
28
+ 2.04%
N/A
1.4K $211M
PRU
Prudential Financial Inc

Financial Services
36
+ 1.21%
$114.59 - $129.52 $4.13K - $4.66K
3.01K $357M
LNT
Alliant Energy Corp

Utilities
73
+ 1.37%
$56.24 - $63.63 $4.11K - $4.64K
5.39K $319M
F
Ford Motor CO

Consumer Cyclical
1.3K
+ 4.82%
$9.69 - $11.4 $12.6K - $14.8K
28.2K $280M
PPL
Ppl Corp

Utilities
10
+ 0.11%
$31.47 - $35.0 $315 - $350
9.29K $302M
UNH
Unitedhealth Group Inc

Healthcare
88
+ 13.88%
$485.52 - $625.25 $42.7K - $55K
722 $365M
MCD
Mcdonalds Corp

Consumer Cyclical
51
+ 3.26%
$288.47 - $316.54 $14.7K - $16.1K
1.62K $468M
WSO
Watsco Inc

Industrials
9
+ 1.16%
$466.57 - $568.78 $4.2K - $5.12K
782 $371M
Activity Summary
Buys All Purchases 131 New Holdings 36 Increased Positions 95 Sells All Sells 16 Reductions 16 Sold out 0 Options Calls 0 Puts 0
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