International Private Wealth Advisors LLC Incresed Positions in Q4 2024

International Private Wealth Advisors LLC

  • $100 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
14.7K
+ 201.98%
$117.0 - $148.88 $1.72M - $2.19M
22K $2.95B
AAPL
Apple Inc.

Technology
6.05K
+ 45.02%
$221.69 - $259.02 $1.34M - $1.57M
19.5K $4.88B
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
21.2K
+ 189.22%
$66.77 - $71.52 $1.41M - $1.51M
32.3K $2.23B
SPY
Spdr S&P 500 ETF Trust

ETFs
2.16K
+ 18.61%
$567.81 - $607.81 $1.23M - $1.32M
13.8K $8.08B
AMZN
Amazon Com Inc

Consumer Cyclical
4.9K
+ 51.4%
$180.88 - $232.93 $886K - $1.14M
14.4K $3.17B
COST
Costco Wholesale Corp

Consumer Defensive
1.22K
+ 75.67%
$873.59 - $994.69 $1.06M - $1.21M
2.82K $2.59B
MSFT
Microsoft Corp

Technology
2.7K
+ 110.66%
$406.35 - $454.46 $1.1M - $1.23M
5.14K $2.17B
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
35.5K
+ 87.63%
$34.13 - $37.35 $1.21M - $1.33M
76.1K $2.6B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
13.8K
+ 141.38%
$61.68 - $67.87 $849K - $934K
23.5K $1.46B
PG
Procter & Gamble CO

Consumer Defensive
4.39K
+ 276.89%
$161.05 - $179.7 $706K - $788K
5.97K $1B
XLSR
Ssga Active Tr Spdr Ssga Us Se

ETFs
11.5K
+ 30.25%
$51.31 - $55.61 $589K - $639K
49.4K $2.64B
WMT
Walmart Inc.

Consumer Defensive
5.21K
+ 132.74%
$79.1 - $95.7 $412K - $498K
9.13K $825M
IEMG
Ishares Inc

ETFs
9.69K
+ 224.54%
N/A
14K $731M
QQQ
Invesco Qqq Trust, Series 1

ETFs
829
+ 66.64%
$481.22 - $538.17 $399K - $446K
2.07K $1.06B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
3.92K
+ 40.26%
$113.92 - $127.38 $447K - $499K
13.7K $1.57B
GOOG
Alphabet Inc.

Communication Services
2.04K
+ 133.86%
$163.08 - $198.16 $333K - $404K
3.56K $679M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
4.16K
+ 46.28%
$96.64 - $101.23 $402K - $421K
13.1K $1.27B
SPAB
Spdr Portfolio Aggregate Bond

ETFs
14.6K
+ 35.03%
$24.94 - $26.14 $365K - $382K
56.4K $1.41B
V
Visa Inc.

Financial Services
889
+ 103.13%
$273.87 - $320.91 $243K - $285K
1.75K $553M
JNK
Spdr Bloomberg High Yield Bond

ETFs
3.14K
+ 148.37%
$94.77 - $97.36 $298K - $306K
5.26K $502M
OKE
Oneok Inc

Energy
1.94K
+ 49.94%
$92.28 - $117.05 $179K - $227K
5.83K $585M
TSLA
Tesla, Inc.

Consumer Cyclical
204
+ 22.57%
$213.65 - $479.86 $43.6K - $97.9K
1.11K $447M
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
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
5.65K
+ 31.36%
$28.6 - $29.27 $162K - $165K
23.7K $678M
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
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
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
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