International Private Wealth Advisors LLC Reduced Holdings in Q1 2025

International Private Wealth Advisors LLC

  • $104 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SPY
Spdr S&P 500 ETF Trust

ETFs
-1.46K
- 10.55%
$551.42 - $612.93 $802K - $892K
12.3K $6.9B
NVDA
Nvidia Corp

Technology
-4.14K
- 18.87%
$106.98 - $149.43 $443K - $619K
17.8K $1.93B
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-5.49K
- 40.33%
$40.03 - $46.81 $220K - $257K
8.13K $331M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-3.04K
- 23.14%
$95.85 - $99.25 $292K - $302K
10.1K $1B
IP
International Paper CO

Consumer Cyclical
-3.71K
- 35.61%
$49.38 - $60.09 $183K - $223K
6.71K $358M
GOOGL
Alphabet Inc.

Communication Services
-643
- 21.99%
$154.33 - $206.19 $99.2K - $133K
2.28K $353M
KMB
Kimberly Clark Corp

Consumer Defensive
-1.59K
- 47.21%
$124.46 - $147.4 $198K - $235K
1.78K $253M
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
-11.6K
- 52.84%
$13.05 - $13.97 $151K - $162K
10.3K $141M
NI
Nisource Inc.

Utilities
-4.01K
- 31.11%
$35.57 - $41.23 $143K - $165K
8.88K $356M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-1.33K
- 9.77%
$91.45 - $91.75 $121K - $122K
12.2K $1.12B
PFE
Pfizer Inc

Healthcare
-3.44K
- 22.67%
$25.01 - $27.13 $86.1K - $93.4K
11.7K $298M
SCHX
Schwab Strategic Tr Us Large C

ETFs
-1.23K
- 1.74%
$21.75 - $24.28 $26.7K - $29.8K
69.4K $1.53B
XOM
Exxon Mobil Corp

Energy
-1.18K
- 28.22%
$105.44 - $118.93 $124K - $140K
3K $356M
NKE
Nike, Inc.

Consumer Cyclical
-34
- 0.47%
$63.29 - $81.72 $2.15K - $2.78K
7.2K $457M
VCIT
Vanguard Intermediate Term Cor

ETFs
-1.2K
- 15.94%
$79.17 - $82.04 $94.8K - $98.3K
6.32K $517M
COST
Costco Wholesale Corp

Consumer Defensive
-170
- 6.02%
$890.62 - $1076.86 $151K - $183K
2.65K $2.51B
KEY
Keycorp

Financial Services
-2.93K
- 11.41%
$15.15 - $18.3 $44.4K - $53.6K
22.7K $364M
ADP
Automatic Data Processing Inc

Industrials
-216
- 19.46%
$286.85 - $318.64 $62K - $68.8K
894 $273M
CLX
Clorox CO

Consumer Defensive
-136
- 8.1%
$141.76 - $162.89 $19.3K - $22.2K
1.54K $227M
HBAN
Huntington Bancshares Inc

Financial Services
-677
- 2.76%
$14.28 - $17.39 $9.67K - $11.8K
23.8K $358M
EWMC
Invesco Exchange Traded Fd Tr

ETFs
-8
- 0.17%
N/A
4.64K $486M
ETR
Entergy Corp

Utilities
-1.06K
- 17.45%
$75.26 - $87.89 $79.8K - $93.2K
5.01K $429M
NRG
Nrg Energy, Inc.

Utilities
-523
- 13.97%
$84.82 - $113.33 $44.4K - $59.3K
3.22K $307M
PAYX
Paychex Inc

Industrials
-374
- 18.59%
$136.06 - $154.52 $50.9K - $57.8K
1.64K $253M
ERIC
Ericsson Lm Telephone CO

Technology
-3.02K
- 22.63%
$7.47 - $8.9 $22.6K - $26.9K
10.3K $80.2M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-1.34K
- 7.28%
$27.01 - $28.54 $36.3K - $38.4K
17.1K $478M
ABBV
Abb Vie Inc.

Healthcare
-670
- 18.49%
$169.2 - $216.66 $113K - $145K
2.95K $619M
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
-1.08K
- 12.44%
$27.64 - $28.52 $29.8K - $30.7K
7.58K $217M
TSCO
Tractor Supply CO

Consumer Cyclical
-589
- 9.73%
$51.66 - $57.94 $30.4K - $34.1K
5.47K $301M
FNDA
Schwab Fundamental U S Small C

ETFs
-51
- 0.69%
$26.87 - $30.99 $1.37K - $1.58K
7.33K $201M
LYB
Lyondell Basell Industries N.V.

Basic Materials
-17
- 0.53%
$69.82 - $78.67 $1.19K - $1.34K
3.17K $223M
META
Meta Platforms, Inc.

Communication Services
-10
- 1.83%
$576.74 - $736.67 $5.77K - $7.37K
536 $309M
F
Ford Motor CO

Consumer Cyclical
-728
- 2.58%
$9.12 - $10.43 $6.64K - $7.59K
27.5K $276M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
-333
- 1.76%
$44.41 - $45.98 $14.8K - $15.3K
18.6K $849M
UNH
Unitedhealth Group Inc

Healthcare
-24
- 3.32%
$461.52 - $548.18 $11.1K - $13.2K
698 $366M
DGX
Quest Diagnostics Inc

Healthcare
-142
- 10.16%
N/A
1.26K $213M
SPIB
Spdr Portfolio Intermediate Te

ETFs
-28
- 0.31%
$32.5 - $33.3 $910 - $932
8.87K $295M
MKC
Mccormick & CO Inc

Consumer Defensive
-200
- 5.52%
$71.24 - $84.73 $14.2K - $16.9K
3.43K $282M
CL
Colgate Palmolive CO

Consumer Defensive
-6
- 0.22%
$85.68 - $97.5 $514 - $585
2.75K $258M
MBB
Ishares Tr

ETFs
-1
- 0.02%
$90.37 - $94.08 $90.4 - $94.1
4.01K $376M
WSO
Watsco Inc

Industrials
-16
- 2.05%
$463.86 - $530.75 $7.42K - $8.49K
766 $389M
JNJ
Johnson & Johnson

Healthcare
-36
- 2.35%
$142.06 - $167.7 $5.11K - $6.04K
1.49K $248M
IEFA
Ishares Tr

ETFs
-101
- 1.52%
$69.57 - $78.65 $7.03K - $7.94K
6.55K $495M
LLY
Eli Lilly & CO

Healthcare
-44
- 3.55%
$725.72 - $929.72 $31.9K - $40.9K
1.2K $988M
GLDM
World Gold Trust

ETFs
-380
- 6.53%
$52.19 - $61.03 $19.8K - $23.2K
5.44K $337M
FNF
Fidelity National Financial, Inc.

Financial Services
-30
- 0.64%
$54.25 - $65.27 $1.63K - $1.96K
4.66K $303M
V
Visa Inc.

Financial Services
-48
- 2.74%
$306.92 - $362.71 $14.7K - $17.4K
1.7K $597M
AMGN
Amgen Inc

Healthcare
-4
- 0.44%
$258.59 - $327.36 $1.03K - $1.31K
899 $280M
GLD
Spdr Gold Trust

ETFs
-56
- 1.37%
$243.19 - $288.14 $13.6K - $16.1K
4.02K $1.16B
Activity Summary
Buys All Purchases 99 New Holdings 13 Increased Positions 86 Sells All Sells 50 Reductions 50 Sold out 0 Options Calls 0 Puts 0
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