Private Wealth Advisors, LLC Incresed Positions in Q1 2025

Private Wealth Advisors, LLC

  • $271 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
XLI
Industrial Sector Spdr

ETFs
26.8K
+ 77.63%
$128.78 - $141.67 $3.46M - $3.8M
61.4K $8.05M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
28.7K
+ 21.44%
$42.5 - $46.71 $1.22M - $1.34M
162K $7.35M
FXY
Invesco Currency Shares Japanese Yen Trust

ETFs
18.4K
+ 30.13%
$58.31 - $62.66 $1.07M - $1.15M
79.4K $4.88M
EWU
Ishs Msci Utd Kingdom ETF

ETFs
17.3K
+ 13.78%
$33.37 - $38.01 $579K - $659K
143K $5.37M
XLF
Financial Sector Spdr

ETFs
14.5K
+ 10.3%
$47.32 - $52.19 $685K - $755K
155K $7.72M
EWW
Ishares Inc Msci Mexico ETF

ETFs
13.4K
+ 23.36%
N/A
71K $4.04M
XLE
Energy Sector Spdr

ETFs
1.15K
+ 2.06%
$85.7 - $93.96 $98.6K - $108K
57.1K $5.34M
SLV
I Shares Silver Trust

ETFs
125
+ 0.12%
$26.93 - $31.32 $3.37K - $3.92K
103K $3.2M
TLT
Ishares Barclays 20+ Year Trea

ETFs
3.13K
+ 6.25%
$85.29 - $92.57 $267K - $289K
53.2K $4.84M
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
4.76K
+ 2.92%
$39.65 - $43.35 $189K - $206K
167K $7.04M
XLB
Select Sector Spdr Fd Material

ETFs
1.57K
+ 1.52%
$83.19 - $90.99 $131K - $143K
105K $9M
EFA
Ishares Tr Msci Eafe ETF

ETFs
532
+ 1.8%
$74.85 - $84.89 $39.8K - $45.2K
30.1K $2.46M
LTPZ
Pimco ETF Tr 15+ Yr Us Tips In

ETFs
1.24K
+ 2.69%
$50.99 - $55.74 $63.4K - $69.3K
47.5K $2.61M
LEMB
Ishares Inc Jp Morgan Em Local

ETFs
1.08K
+ 1.19%
$35.88 - $37.91 $38.8K - $41K
91.8K $3.44M
XLRE
Select Sector Spdr Tr Real Est

ETFs
491
+ 0.5%
$39.18 - $43.52 $19.2K - $21.4K
98.9K $4.14M
VDE
Vanguard Energy ETF

ETFs
42
+ 0.3%
$119.14 - $132.76 $5K - $5.58K
14.3K $1.85M
EMB
Ishares Tr

ETFs
710
+ 1.88%
$88.64 - $92.03 $62.9K - $65.3K
38.6K $3.49M
PALL
Abrdn Palladium ETF Trust

ETFs
263
+ 2.2%
$83.55 - $92.52 $22K - $24.3K
12.2K $1.11M
WRB
Berkley W R Corp

Financial Services
7
+ 0.14%
$56.7 - $71.27 $397 - $499
5.1K $363K
XOM
Exxon Mobil Corp

Energy
17
+ 0.35%
$105.44 - $118.93 $1.79K - $2.02K
4.89K $581K
CVX
Chevron Corp

Energy
23
+ 0.96%
$146.71 - $167.97 $3.37K - $3.86K
2.42K $404K
JPM
Jpmorgan Chase & CO

Financial Services
13
+ 0.24%
$225.19 - $279.95 $2.93K - $3.64K
5.51K $1.35M
XME
Spdr Ser Tr Spdr S&P Metals &

ETFs
1.22K
+ 2.39%
$53.81 - $62.59 $65.9K - $76.6K
52.3K $2.93M
LLY
Eli Lilly & CO

Healthcare
1
+ 0.19%
$725.72 - $929.72 $726 - $930
538 $444K
VFH
Vanguard Financial ETF

ETFs
28
+ 0.23%
$114.07 - $127.34 $3.19K - $3.57K
12K $1.43M
MCD
Mcdonalds Corp

Consumer Cyclical
4
+ 0.54%
$279.74 - $321.29 $1.12K - $1.29K
745 $232K
VAW
Vanguard Materials ETF

ETFs
35
+ 0.4%
$185.71 - $202.46 $6.5K - $7.09K
8.76K $1.65M
GDV
Gabelli Dividend & Income Trust

Financial Services
134
+ 1.47%
$23.47 - $25.3 $3.14K - $3.39K
9.27K $223K
WMT
Walmart Inc.

Consumer Defensive
286
+ 3.23%
$84.5 - $105.05 $24.2K - $30K
9.15K $803K
Community West Bancshares Ne
94
+ 0.63%
N/A
15.1K $0
PDBA
Inv.Act.Mangd Exch Trd Comm.Fd
1.1K
+ 0.93%
N/A
119K $0
OKE
Oneok Inc

Energy
36
+ 1.05%
$89.57 - $109.85 $3.22K - $3.95K
3.46K $342K
RSP
Invesco S&P 500 Equal Weight E

ETFs
12
+ 0.48%
$169.43 - $182.84 $2.03K - $2.19K
2.53K $438K
PHO
Invesco Exchange Traded Fd Tr

ETFs
197
+ 0.92%
$63.77 - $68.75 $12.6K - $13.5K
21.5K $1.39M
VIS
Vanguard Industrial ETF

ETFs
14
+ 0.28%
$243.63 - $273.99 $3.41K - $3.84K
4.95K $1.23M
MSFT
Microsoft Corp

Technology
1
+ 0.14%
$375.39 - $447.2 $375 - $447
703 $263K
BAC
Bank Of America Corp

Financial Services
22
+ 0.14%
$39.61 - $47.74 $871 - $1.05K
15.8K $658K
UBFO
United Security Bancshares

Financial Services
34
+ 0.07%
$8.76 - $10.13 $298 - $344
51.5K $461K
EIX
Edison International

Utilities
59
+ 1.54%
$50.06 - $80.01 $2.95K - $4.72K
3.89K $228K
ADM
Archer Daniels Midland CO

Consumer Defensive
295
+ 0.39%
$45.22 - $52.17 $13.3K - $15.4K
76.1K $3.65M
URNM
Sprott Fds Tr Uranium Miners E

ETFs
2.96K
+ 4.42%
$32.41 - $44.87 $95.9K - $133K
69.9K $2.27M
Activity Summary
Buys All Purchases 47 New Holdings 5 Increased Positions 42 Sells All Sells 28 Reductions 28 Sold out 0 Options Calls 1 Puts 2
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