International Private Wealth Advisors LLC Portfolio Holdings by Sector
International Private Wealth Advisors LLC
- $100 Billion
- Q4 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
SPY XLSR SPDW SPLG SCHX IJR SPEM IJH 53 stocks |
$48.6 Million
50.56% of portfolio
|
  42  
|
  7  
|
  17  
|
- |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$4.88 Million
5.07% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Utilities—Regulated Electric | Utilities
ETR PEG EIX CMS D AEP LNT PPL 13 stocks |
$4.31 Million
4.48% of portfolio
|
  13  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Semiconductors | Technology
NVDA AMD AVGO 3 stocks |
$3.46 Million
3.59% of portfolio
|
  3  
|
- |
  2  
|
- |
0
Calls
0
Puts
|
Discount Stores | Consumer Defensive
COST WMT 2 stocks |
$3.41 Million
3.55% of portfolio
|
  2  
|
- | - | - |
0
Calls
0
Puts
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$3.17 Million
3.29% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Banks—Regional | Financial Services
KEY USB CFG HBAN TFC RF FITB CMA 8 stocks |
$3.05 Million
3.16% of portfolio
|
  3  
|
  4  
|
- | - |
0
Calls
0
Puts
|
Drug Manufacturers—General | Healthcare
LLY ABBV PFE AMGN JNJ 5 stocks |
$2.46 Million
2.56% of portfolio
|
  5  
|
- |
  2  
|
- |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
MSFT PANW 2 stocks |
$2.38 Million
2.47% of portfolio
|
  2  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Household & Personal Products | Consumer Defensive
PG KMB CLX CL 4 stocks |
$1.97 Million
2.04% of portfolio
|
  4  
|
- | - | - |
0
Calls
0
Puts
|
Internet Content & Information | Communication Services
GOOG GOOGL META 3 stocks |
$1.55 Million
1.61% of portfolio
|
  3  
|
- |
  2  
|
- |
0
Calls
0
Puts
|
Asset Management | Financial Services
IVZ BEN PFG JPC PHK 5 stocks |
$1.07 Million
1.12% of portfolio
|
  5  
|
- | - | - |
0
Calls
0
Puts
|
Tobacco | Consumer Defensive
MO PM 2 stocks |
$980,645
1.02% of portfolio
|
  1  
|
  1  
|
- | - |
0
Calls
0
Puts
|
Telecom Services | Communication Services
T VZ 2 stocks |
$974,226
1.01% of portfolio
|
  2  
|
- | - | - |
0
Calls
0
Puts
|
Packaging & Containers | Consumer Cyclical
IP SON 2 stocks |
$797,684
0.83% of portfolio
|
  1  
|
  1  
|
- | - |
0
Calls
0
Puts
|
Auto Manufacturers | Consumer Cyclical
TSLA F 2 stocks |
$727,094
0.76% of portfolio
|
  2  
|
- | - | - |
0
Calls
0
Puts
|
Oil & Gas Integrated | Energy
XOM CVX 2 stocks |
$706,045
0.73% of portfolio
|
  2  
|
- | - | - |
0
Calls
0
Puts
|
Staffing & Employment Services | Industrials
ADP PAYX 2 stocks |
$607,053
0.63% of portfolio
|
  2  
|
- | - | - |
0
Calls
0
Puts
|
Specialty Retail | Consumer Cyclical
TSCO BBY 2 stocks |
$602,332
0.63% of portfolio
|
  2  
|
- | - | - |
0
Calls
0
Puts
|
Oil & Gas Midstream | Energy
OKE 1 stocks |
$585,391
0.61% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Advertising Agencies | Communication Services
OMC IPG 2 stocks |
$578,224
0.6% of portfolio
|
  2  
|
- | - | - |
0
Calls
0
Puts
|
Packaged Foods | Consumer Defensive
CAG MKC 2 stocks |
$571,828
0.59% of portfolio
|
  2  
|
- | - | - |
0
Calls
0
Puts
|
Credit Services | Financial Services
V 1 stocks |
$553,456
0.58% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Footwear & Accessories | Consumer Cyclical
NKE 1 stocks |
$547,441
0.57% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$485,916
0.51% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Utilities—Regulated Gas | Utilities
NI 1 stocks |
$474,067
0.49% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Restaurants | Consumer Cyclical
MCD 1 stocks |
$468,050
0.49% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Home Improvement Retail | Consumer Cyclical
HD 1 stocks |
$451,125
0.47% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Computer Hardware | Technology
HPQ STX 2 stocks |
$438,979
0.46% of portfolio
|
  2  
|
- | - | - |
0
Calls
0
Puts
|
Banks—Diversified | Financial Services
JPM 1 stocks |
$371,490
0.39% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Industrial Distribution | Industrials
WSO 1 stocks |
$370,562
0.39% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Healthcare Plans | Healthcare
UNH 1 stocks |
$365,089
0.38% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Insurance—Life | Financial Services
PRU 1 stocks |
$357,153
0.37% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Information Technology Services | Technology
IBM 1 stocks |
$348,028
0.36% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Utilities—Independent Power Producers | Utilities
NRG 1 stocks |
$337,701
0.35% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Oil & Gas Refining & Marketing | Energy
VLO 1 stocks |
$275,911
0.29% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
$272,510
0.28% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
|
Agricultural Inputs | Basic Materials
FMC 1 stocks |
$272,398
0.28% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Insurance—Specialty | Financial Services
FNF 1 stocks |
$263,137
0.27% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Specialty Industrial Machinery | Industrials
EMR 1 stocks |
$248,469
0.26% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Oil & Gas E&P | Energy
FANG 1 stocks |
$247,219
0.26% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Beverages—Non-Alcoholic | Consumer Defensive
PEP 1 stocks |
$241,471
0.25% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Specialty Chemicals | Basic Materials
LYB 1 stocks |
$236,825
0.25% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Confectioners | Consumer Defensive
HSY 1 stocks |
$236,413
0.25% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Apparel Retail | Consumer Cyclical
LULU 1 stocks |
$213,385
0.22% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Diagnostics & Research | Healthcare
DGX 1 stocks |
$210,902
0.22% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Aerospace & Defense | Industrials
RTX 1 stocks |
$210,822
0.22% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Pharmaceutical Retailers | Healthcare
WBA 1 stocks |
$137,435
0.14% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Communication Equipment | Technology
ERIC 1 stocks |
$107,714
0.11% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|