International Private Wealth Advisors LLC Portfolio Holdings

International Private Wealth Advisors LLC

  • $59.3 Billion
  • Q2 2024

International Private Wealth Advisors LLC has filed its 13F form on July 31, 2024 for Q2 2024 where it was disclosed a total value porftolio of $59.3 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 $5.38B, ETF Opportunities Trust with a value of $3.77B, Schwab Strategic Tr Us Large C with a value of $1.83B, Spdr Ser Tr Fds Spdr Portfolio with a value of $1.7B, and Jp Morgan ETF Tr Ultra Short I with a value of $1.61B.

Examining the 13F form we can see an increase of $7.52B in the current position value, from $51.8B to 59.3B.

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 $59.3 Billion
ETFs: $25.9 Billion
Consumer Defensive: $5.05 Billion
Financial Services: $4.6 Billion
Utilities: $4.37 Billion
Consumer Cyclical: $4.19 Billion
Technology: $3.89 Billion
Communication Services: $2.4 Billion
Healthcare: $1.99 Billion
Other: $3.17 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$388B
$1.36 Billion 2.29% of portfolio
1,600
Q2 2024 Added 2.43%
$2.99T
$1.2 Billion 2.02% of portfolio
2,678
Q2 2024 Added 22.17%
$1.75T
$1.1 Billion 1.85% of portfolio
5,680
Q2 2024 Added 21.84%
$256B
$928 Million 1.56% of portfolio
7,512
Q2 2024 Added 1,452.07%
$3.55T
$745 Million 1.26% of portfolio
3,536
Q2 2024 Added 11.34%
$96.2B
$612 Million 1.03% of portfolio
13,446
Q2 2024 Added 137.23%
$16.8B
$521 Million 0.88% of portfolio
12,086
Q2 2024 Reduced 1.13%
$49.6B
$483 Million 0.81% of portfolio
3,497
Q2 2024 Reduced 4.97%
$173B
$463 Million 0.78% of portfolio
11,237
Q2 2024 Added 1.2%
$926B
$442 Million 0.74% of portfolio
2,408
Q2 2024 New
$160B
$428 Million 0.72% of portfolio
15,309
Q2 2024 New
$39.9B
$422 Million 0.71% of portfolio
5,724
Q2 2024 Added 7.76%
$150B
$418 Million 0.7% of portfolio
21,875
Q2 2024 Added 12.02%
$213B
$415 Million 0.7% of portfolio
1,629
Q2 2024 Reduced 0.85%
$369B
$399 Million 0.67% of portfolio
1,158
Q2 2024 Added 4.32%
$13.5B
$397 Million 0.67% of portfolio
13,785
Q2 2024 Added 7.11%
$66.1B
$377 Million 0.64% of portfolio
9,509
Q2 2024 Added 3.43%
$14.9B
$374 Million 0.63% of portfolio
808
Q2 2024 Reduced 25.74%
$20.2B
$371 Million 0.63% of portfolio
10,303
Q2 2024 Added 11.63%
$42.1B
$368 Million 0.62% of portfolio
3,144
Q2 2024 Reduced 16.18%
$30B
$353 Million 0.6% of portfolio
1,308
Q2 2024 Added 9.18%
$24.8B
$357 Million 0.6% of portfolio
3,341
Q2 2024 Added 5.59%
$55.8B
$352 Million 0.59% of portfolio
9,050
Q2 2024 Added 6.82%
$41.8B
$349 Million 0.59% of portfolio
27,847
Q2 2024 Reduced 1.81%
$208B
$342 Million 0.58% of portfolio
5,054
Q2 2024 Added 9.06%
$40.7B
$339 Million 0.57% of portfolio
4,162
Q2 2024 Reduced 13.09%
$33.1B
$341 Million 0.57% of portfolio
4,742
Q2 2024 Added 0.74%
$20.6B
$338 Million 0.57% of portfolio
25,655
Q2 2024 Added 10.84%
$20.1B
$337 Million 0.57% of portfolio
3,757
Q2 2024 Added 11.29%
$19.7B
$333 Million 0.56% of portfolio
5,601
Q2 2024 Added 9.27%
$20.7B
$335 Million 0.56% of portfolio
16,699
Q2 2024 New
$47.6B
$332 Million 0.56% of portfolio
6,784
Q2 2024 Added 1.34%
$52.5B
$326 Million 0.55% of portfolio
3,717
Q2 2024 Added 9.78%
$7.59B
$327 Million 0.55% of portfolio
5,688
Q2 2024 New
$90B
$313 Million 0.53% of portfolio
3,230
Q2 2024 Added 8.1%
$51.7B
$309 Million 0.52% of portfolio
1,970
Q2 2024 Added 3.41%
$27.9B
$310 Million 0.52% of portfolio
8,505
Q2 2024 Reduced 15.73%
$15.7B
$300 Million 0.51% of portfolio
10,569
Q2 2024 New
$18B
$305 Million 0.51% of portfolio
3,917
Q2 2024 Reduced 47.77%
$416B
$294 Million 0.5% of portfolio
1,781
Q2 2024 Added 5.01%
$195B
$291 Million 0.49% of portfolio
2,876
Q2 2024 Reduced 39.29%
$180B
$292 Million 0.49% of portfolio
1,686
Q2 2024 Reduced 26.21%
$14.7B
$288 Million 0.49% of portfolio
5,667
Q2 2024 Added 6.1%
$30.5B
$292 Million 0.49% of portfolio
3,054
Q2 2024 Reduced 32.67%
$9.53B
$294 Million 0.49% of portfolio
13,135
Q2 2024 Added 16.78%
$271B
$282 Million 0.48% of portfolio
1,805
Q2 2024 Reduced 33.27%
$22.2B
$288 Million 0.48% of portfolio
3,414
Q2 2024 New
$20.8B
$279 Million 0.47% of portfolio
3,930
Q2 2024 Added 8.74%
$665B
$280 Million 0.47% of portfolio
1,414
Q2 2024 New

Summary

  • Portfolio
  • No. of Stocks 121
  • Current Value $59.3 Billion
  • Prior Value $51.8 Billion
  • Filing
  • Period Q2 2024
  • Filing Date July 31, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 18 stocks
  • Additional Purchases 66 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 34 stocks
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