Private Wealth Advisors, LLC has filed its 13F form on May 12, 2025 for Q1 2025 where it was disclosed a total value porftolio of $271 Million distributed in 85 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Gold Trust with a value of $21M, Select Sector Spdr Fund Health with a value of $10.8M, Select Sector Spdr Fd Material with a value of $9M, Industrial Sector Spdr with a value of $8.05M, and Vanguard Value ETF with a value of $7.8M.

Examining the 13F form we can see an increase of $21.3M in the current position value, from $250M to 271M.

Private Wealth Advisors, LLC is based out at Fresno, CA

Below you can find more details about Private Wealth Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $271 Million
ETFs: $244 Million
Consumer Defensive: $8.07 Million
Energy: $4.98 Million
Communication Services: $4.57 Million
Technology: $3.97 Million
Financial Services: $3.18 Million
Healthcare: $1.73 Million
Consumer Cyclical: $716,000
Other: $428,000

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 85
  • Current Value $271 Million
  • Prior Value $250 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 12, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 5 stocks
  • Additional Purchases 42 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 28 stocks
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