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 Market Cap. of $10 Billions to $200 Billions
