Private Wealth Advisors, LLC Portfolio Holdings

Private Wealth Advisors, LLC

  • $271 Million
  • Q1 2025

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 Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$138M
$1.08 Million 0.4% of portfolio
85,193
Q1 2025 New
$145M
$461,000 0.17% of portfolio
51,515
Q1 2025 Added 0.07%

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
Track This Portfolio

Track Private Wealth Advisors, LLC Portfolio

Follow Private Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Private Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Private Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email