Private Wealth Advisors, LLC Portfolio Holdings

Private Wealth Advisors, LLC

  • $256 Million
  • Q3 2024

Private Wealth Advisors, LLC has filed its 13F form on November 05, 2024 for Q3 2024 where it was disclosed a total value porftolio of $256 Million distributed in 80 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Gold Trust with a value of $18.7M, Vanguard Ftse Emerging Mkts Et with a value of $13.3M, Select Sector Spdr Fund Health with a value of $12.7M, Consumer Staples Sector Spdr with a value of $10.7M, and Spdr Portfolio Short Term Trea with a value of $9.02M.

Examining the 13F form we can see an increase of $1.99M in the current position value, from $254M to 256M.

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 $256 Million
ETFs: $230 Million
Consumer Defensive: $9.94 Million
Energy: $3.97 Million
Communication Services: $3.68 Million
Financial Services: $3.36 Million
Technology: $3.32 Million
Industrials: $800,000
Consumer Cyclical: $511,000
Other: $811,000

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.68T
$2.8 Million 1.09% of portfolio
12,003
Q3 2024 Reduced 1.72%
$706B
$1.16 Million 0.45% of portfolio
5,514
Q3 2024 Reduced 0.24%
$201B
$800,000 0.31% of portfolio
2,046
Q3 2024 New
$237B
$725,000 0.28% of portfolio
8,988
Q3 2024 Added 0.2%
$370B
$624,000 0.24% of portfolio
15,733
Q3 2024 Reduced 1.27%
$501B
$570,000 0.22% of portfolio
4,870
Q3 2024 Reduced 0.98%
$716B
$481,000 0.19% of portfolio
544
Q3 2024 Reduced 1.63%
$316B
$351,000 0.14% of portfolio
2,389
Q3 2024 Added 1.06%
$3.1T
$301,000 0.12% of portfolio
701
Q3 2024 Added 17.22%
$214B
$224,000 0.09% of portfolio
737
Q3 2024 New
$219B
$214,000 0.08% of portfolio
1,264
Q3 2024 Reduced 4.31%

Summary

  • Portfolio
  • No. of Stocks 80
  • Current Value $256 Million
  • Prior Value $254 Million
  • Filing
  • Period Q3 2024
  • Filing Date November 05, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 5 stocks
  • Additional Purchases 31 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 36 stocks
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