Private Wealth Advisors, LLC Portfolio Holdings

Private Wealth Advisors, LLC

  • $266 Million
  • Q2 2025

Private Wealth Advisors, LLC has filed its 13F form on August 14, 2025 for Q2 2025 where it was disclosed a total value porftolio of $266 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 $22M, Wisdomtree Tr Emerging Mkts Hi with a value of $11.6M, Consumer Staples Sector Spdr with a value of $9.53M, Select Sector Spdr Fd Material with a value of $9.1M, and Industrial Sector Spdr with a value of $8.92M.

Examining the 13F form we can see an decrease of $4.92M in the current position value, from $271M to 266M.

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 $266 Million
ETFs: $234 Million
Consumer Defensive: $8.88 Million
Healthcare: $6 Million
Energy: $4.89 Million
Communication Services: $4.59 Million
Technology: $4.31 Million
Financial Services: $3.15 Million
Consumer Cyclical: $601,000
Other: $440,000

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$203B
$4.59 Million 1.72% of portfolio
158,735
Q2 2025 Reduced 1.67%
$32.2B
$4.03 Million 1.51% of portfolio
76,379
Q2 2025 Added 0.39%
$8.94B
$3.73 Million 1.4% of portfolio
91,629
Q2 2025 Added 0.29%
$14.4B
$3.06 Million 1.15% of portfolio
148,336
Q2 2025 New
$3.69T
$2.39 Million 0.9% of portfolio
11,637
Q2 2025 Reduced 1.05%
$93.5M
$2.29 Million 0.86% of portfolio
168,596
Q2 2025 Added 97.9%
$859B
$1.6 Million 0.6% of portfolio
5,519
Q2 2025 Added 0.16%
$162B
$1.34 Million 0.5% of portfolio
7,300
Q2 2025 Reduced 3.45%
$281B
$876,000 0.33% of portfolio
8,967
Q2 2025 Reduced 2.04%
$381B
$747,000 0.28% of portfolio
15,793
Q2 2025 Added 0.11%
$442B
$531,000 0.2% of portfolio
4,928
Q2 2025 Added 0.76%
$154M
$445,000 0.17% of portfolio
51,556
Q2 2025 Added 0.08%
$608B
$420,000 0.16% of portfolio
539
Q2 2025 Added 0.19%
$3.95T
$350,000 0.13% of portfolio
704
Q2 2025 Added 0.14%
$302B
$349,000 0.13% of portfolio
2,444
Q2 2025 Added 1.03%
$33.1B
$285,000 0.11% of portfolio
3,497
Q2 2025 Added 1.22%
$119B
$235,000 0.09% of portfolio
990
Q2 2025 New
$218B
$237,000 0.09% of portfolio
611
Q2 2025 Added 0.33%
$21.3B
$203,000 0.08% of portfolio
3,945
Q2 2025 Added 1.52%
$222B
$217,000 0.08% of portfolio
743
Q2 2025 Reduced 0.27%
$169B
$223,000 0.08% of portfolio
411
Q4 2024 New
$0
$116,000 0.04% of portfolio
11,774
Q4 2020 Added 0.4%
-
$0 0.0% of portfolio
-
Q2 2025 Added 0.61%

Summary

  • Portfolio
  • No. of Stocks 85
  • Current Value $266 Million
  • Prior Value $271 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 14, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 6 stocks
  • Additional Purchases 43 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 28 stocks
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