$161 Million is the total value of Private Wealth Advisors, Inc.'s 111 reported holdings in Q2 2013. The portfolio turnover from Q1 2013 to Q2 2013 was - .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
SPY | New | SPDR S&P 500 ETF TRtr unit | $7,961,000 | – | 49,626 | +100.0% | 4.95% | – |
AAPL | New | APPLE INC | $7,741,000 | – | 19,521 | +100.0% | 4.82% | – |
CSCO | New | CISCO SYS INC | $7,334,000 | – | 301,362 | +100.0% | 4.56% | – |
QQQ | New | POWERSHARES QQQ TRUSTunit ser 1 | $6,765,000 | – | 94,922 | +100.0% | 4.21% | – |
XOM | New | EXXON MOBIL CORP | $5,068,000 | – | 56,092 | +100.0% | 3.15% | – |
DLN | New | WISDOMTREE TRUSTlargecap divid | $4,924,000 | – | 82,331 | +100.0% | 3.06% | – |
JNJ | New | JOHNSON & JOHNSON | $4,764,000 | – | 55,483 | +100.0% | 2.96% | – |
QCOM | New | QUALCOMM INC | $3,544,000 | – | 58,006 | +100.0% | 2.20% | – |
GE | New | GENERAL ELECTRIC CO | $3,364,000 | – | 145,065 | +100.0% | 2.09% | – |
XLV | New | SELECT SECTOR SPDR TRsbi healthcare | $3,162,000 | – | 66,409 | +100.0% | 1.97% | – |
GOOGL | New | GOOGLE INCcl a | $3,084,000 | – | 3,503 | +100.0% | 1.92% | – |
EFO | New | PROSHARES TRultr msci etf | $3,043,000 | – | 36,829 | +100.0% | 1.89% | – |
INTC | New | INTEL CORP | $2,854,000 | – | 117,802 | +100.0% | 1.78% | – |
KO | New | COCA COLA CO | $2,818,000 | – | 70,266 | +100.0% | 1.75% | – |
CL | New | COLGATE PALMOLIVE CO | $2,506,000 | – | 43,735 | +100.0% | 1.56% | – |
MRK | New | MERCK & CO INC NEW | $2,483,000 | – | 53,464 | +100.0% | 1.54% | – |
PNC | New | PNC FINL SVCS GROUP INC | $2,347,000 | – | 32,188 | +100.0% | 1.46% | – |
XLF | New | SELECT SECTOR SPDR TRsbi int-finl | $2,319,000 | – | 119,279 | +100.0% | 1.44% | – |
EMC | New | E M C CORP MASS | $2,291,000 | – | 96,976 | +100.0% | 1.43% | – |
MO | New | ALTRIA GROUP INC | $2,288,000 | – | 65,396 | +100.0% | 1.42% | – |
UTX | New | UNITED TECHNOLOGIES CORP | $2,258,000 | – | 24,297 | +100.0% | 1.40% | – |
CELG | New | CELGENE CORP | $2,110,000 | – | 18,037 | +100.0% | 1.31% | – |
XLI | New | SELECT SECTOR SPDR TRsbi int-inds | $2,039,000 | – | 47,812 | +100.0% | 1.27% | – |
VZ | New | VERIZON COMMUNICATIONS INC | $2,007,000 | – | 39,866 | +100.0% | 1.25% | – |
TGT | New | TARGET CORP | $1,977,000 | – | 28,711 | +100.0% | 1.23% | – |
MCD | New | MCDONALDS CORP | $1,964,000 | – | 19,840 | +100.0% | 1.22% | – |
MDT | New | MEDTRONIC INC | $1,920,000 | – | 37,303 | +100.0% | 1.20% | – |
CAT | New | CATERPILLAR INC DEL | $1,910,000 | – | 23,154 | +100.0% | 1.19% | – |
EMR | New | EMERSON ELEC CO | $1,896,000 | – | 34,768 | +100.0% | 1.18% | – |
IEZ | New | ISHARES TRdj oil equip | $1,889,000 | – | 33,323 | +100.0% | 1.18% | – |
COP | New | CONOCOPHILLIPS | $1,881,000 | – | 31,095 | +100.0% | 1.17% | – |
ORCL | New | ORACLE CORP | $1,876,000 | – | 61,082 | +100.0% | 1.17% | – |
GIS | New | GENERAL MLS INC | $1,748,000 | – | 36,015 | +100.0% | 1.09% | – |
PM | New | PHILIP MORRIS INTL INC | $1,625,000 | – | 18,757 | +100.0% | 1.01% | – |
MSFT | New | MICROSOFT CORP | $1,551,000 | – | 44,906 | +100.0% | 0.96% | – |
C | New | CITIGROUP INC | $1,547,000 | – | 32,246 | +100.0% | 0.96% | – |
APA | New | APACHE CORP | $1,542,000 | – | 18,396 | +100.0% | 0.96% | – |
USD | New | PROSHARES TR | $1,529,000 | – | 36,538 | +100.0% | 0.95% | – |
PRFZ | New | POWERSHARES ETF TRUSTftse us1500 sm | $1,519,000 | – | 18,750 | +100.0% | 0.94% | – |
UYG | New | PROSHARES TRultra fncls new | $1,484,000 | – | 15,890 | +100.0% | 0.92% | – |
CMI | New | CUMMINS INC | $1,446,000 | – | 13,329 | +100.0% | 0.90% | – |
IVW | New | ISHARES TRs&p500 grw | $1,425,000 | – | 16,967 | +100.0% | 0.89% | – |
STBA | New | S & T BANCORP INC | $1,339,000 | – | 68,311 | +100.0% | 0.83% | – |
CMCSA | New | COMCAST CORP NEWcl a | $1,317,000 | – | 31,534 | +100.0% | 0.82% | – |
WAG | New | WALGREEN CO | $1,221,000 | – | 27,622 | +100.0% | 0.76% | – |
IWM | New | ISHARES TRrussell 2000 | $1,203,000 | – | 12,402 | +100.0% | 0.75% | – |
MET | New | METLIFE INC | $1,202,000 | – | 26,277 | +100.0% | 0.75% | – |
PG | New | PROCTER & GAMBLE CO | $1,156,000 | – | 15,020 | +100.0% | 0.72% | – |
IWB | New | ISHARES TRrussell 1000 | $1,147,000 | – | 12,750 | +100.0% | 0.71% | – |
STJ | New | ST JUDE MED INC | $1,129,000 | – | 24,749 | +100.0% | 0.70% | – |
MGC | New | VANGUARD WORLD FDmega cap index | $1,034,000 | – | 18,915 | +100.0% | 0.64% | – |
DIS | New | DISNEY WALT CO | $1,026,000 | – | 16,251 | +100.0% | 0.64% | – |
STLD | New | STEEL DYNAMICS INC | $1,016,000 | – | 68,163 | +100.0% | 0.63% | – |
T | New | AT&T INC | $1,013,000 | – | 28,627 | +100.0% | 0.63% | – |
XLP | New | SELECT SECTOR SPDR TRsbi cons stpls | $990,000 | – | 24,960 | +100.0% | 0.62% | – |
JASO | New | JA SOLAR HOLDINGS CO LTDspon adr rep5ord | $977,000 | – | 135,688 | +100.0% | 0.61% | – |
VOX | New | VANGUARD WORLD FDS | $911,000 | – | 11,549 | +100.0% | 0.57% | – |
IYW | New | ISHARES TRdj us tech sec | $891,000 | – | 12,101 | +100.0% | 0.55% | – |
CVX | New | CHEVRON CORP NEW | $881,000 | – | 7,442 | +100.0% | 0.55% | – |
MMM | New | 3M CO | $837,000 | – | 7,650 | +100.0% | 0.52% | – |
XLB | New | SELECT SECTOR SPDR TRsbi materials | $830,000 | – | 21,654 | +100.0% | 0.52% | – |
SLB | New | SCHLUMBERGER LTD | $822,000 | – | 11,467 | +100.0% | 0.51% | – |
IJK | New | ISHARES TRs&p mc 400 grw | $747,000 | – | 5,796 | +100.0% | 0.46% | – |
JPM | New | JPMORGAN CHASE & CO | $747,000 | – | 14,157 | +100.0% | 0.46% | – |
PEP | New | PEPSICO INC | $743,000 | – | 9,081 | +100.0% | 0.46% | – |
WFC | New | WELLS FARGO & CO NEW | $735,000 | – | 17,813 | +100.0% | 0.46% | – |
SSO | New | PROSHARES TR | $734,000 | – | 9,570 | +100.0% | 0.46% | – |
TSL | New | TRINA SOLAR LIMITEDspon adr | $696,000 | – | 116,812 | +100.0% | 0.43% | – |
D | New | DOMINION RES INC VA NEW | $672,000 | – | 11,819 | +100.0% | 0.42% | – |
OEF | New | ISHARES TRs&p 100 idx fd | $601,000 | – | 8,350 | +100.0% | 0.37% | – |
MDY | New | SPDR S&P MIDCAP 400 ETF TRutser1 s&pdcrp | $589,000 | – | 2,805 | +100.0% | 0.37% | – |
IJJ | New | ISHARES TRs&p midcp valu | $576,000 | – | 5,685 | +100.0% | 0.36% | – |
DVY | New | ISHARES TRdj sel div inx | $545,000 | – | 8,518 | +100.0% | 0.34% | – |
FNB | New | FNB CORP PA | $527,000 | – | 43,607 | +100.0% | 0.33% | – |
EFA | New | ISHARES TRmsci eafe index | $517,000 | – | 9,018 | +100.0% | 0.32% | – |
ZBH | New | ZIMMER HLDGS INC | $507,000 | – | 6,772 | +100.0% | 0.32% | – |
IBM | New | INTERNATIONAL BUSINESS MACHS | $471,000 | – | 2,467 | +100.0% | 0.29% | – |
MGK | New | VANGUARD WORLD FDmega grwth ind | $459,000 | – | 7,601 | +100.0% | 0.29% | – |
PCI | New | PIMCO DYNAMIC CR INCOME FD | $440,000 | – | 19,186 | +100.0% | 0.27% | – |
VV | New | VANGUARD INDEX FDSlarge cap etf | $425,000 | – | 5,795 | +100.0% | 0.26% | – |
FNFG | New | FIRST NIAGARA FINL GP INC | $415,000 | – | 41,257 | +100.0% | 0.26% | – |
IJT | New | ISHARES TRs&p smlcp grow | $408,000 | – | 4,210 | +100.0% | 0.25% | – |
FCX | New | FREEPORT-MCMORAN COPPER & GO | $389,000 | – | 14,088 | +100.0% | 0.24% | – |
DGRW | New | WISDOMTREE TRus divd grt fd | $385,000 | – | 15,927 | +100.0% | 0.24% | – |
ABBV | New | ABBVIE INC | $380,000 | – | 9,200 | +100.0% | 0.24% | – |
QLD | New | PROSHARES TR | $380,000 | – | 5,829 | +100.0% | 0.24% | – |
HPQ | New | HEWLETT PACKARD CO | $339,000 | – | 13,680 | +100.0% | 0.21% | – |
GLD | New | SPDR GOLD TRUST | $335,000 | – | 2,816 | +100.0% | 0.21% | – |
PPG | New | PPG INDS INC | $335,000 | – | 2,288 | +100.0% | 0.21% | – |
IJS | New | ISHARES TRs&p smlcp valu | $335,000 | – | 3,580 | +100.0% | 0.21% | – |
YGE | New | YINGLI GREEN ENERGY HLDG COadr | $335,000 | – | 103,346 | +100.0% | 0.21% | – |
UPS | New | UNITED PARCEL SERVICE INCcl b | $328,000 | – | 3,797 | +100.0% | 0.20% | – |
ABT | New | ABBOTT LABS | $321,000 | – | 9,200 | +100.0% | 0.20% | – |
BK | New | BANK NEW YORK MELLON CORP | $321,000 | – | 11,450 | +100.0% | 0.20% | – |
EWG | New | ISHARES INCmsci german | $319,000 | – | 12,914 | +100.0% | 0.20% | – |
MDLZ | New | MONDELEZ INTL INCcl a | $304,000 | – | 10,672 | +100.0% | 0.19% | – |
TPL | New | TEXAS PAC LD TRsub ctf prop i t | $295,000 | – | 3,500 | +100.0% | 0.18% | – |
GLW | New | CORNING INC | $294,000 | – | 20,658 | +100.0% | 0.18% | – |
ADM | New | ARCHER DANIELS MIDLAND CO | $263,000 | – | 7,760 | +100.0% | 0.16% | – |
ACN | New | ACCENTURE PLC IRELAND | $255,000 | – | 3,546 | +100.0% | 0.16% | – |
CREE | New | CREE INC | $246,000 | – | 3,860 | +100.0% | 0.15% | – |
ESRX | New | EXPRESS SCRIPTS HLDG CO | $244,000 | – | 3,960 | +100.0% | 0.15% | – |
YUM | New | YUM BRANDS INC | $242,000 | – | 3,483 | +100.0% | 0.15% | – |
BAC | New | BANK OF AMERICA CORPORATION | $237,000 | – | 18,451 | +100.0% | 0.15% | – |
KRFT | New | KRAFT FOODS GROUP INC | $235,000 | – | 4,213 | +100.0% | 0.15% | – |
PPL | New | PPL CORP | $232,000 | – | 7,681 | +100.0% | 0.14% | – |
XLK | New | SELECT SECTOR SPDR TRtechnology | $232,000 | – | 7,579 | +100.0% | 0.14% | – |
MAR | New | MARRIOTT INTL INC NEWcl a | $210,000 | – | 5,196 | +100.0% | 0.13% | – |
IXN | New | ISHARES TRs&p gbl inf | $210,000 | – | 3,005 | +100.0% | 0.13% | – |
WMT | New | WAL-MART STORES INC | $209,000 | – | 2,812 | +100.0% | 0.13% | – |
PFE | New | PFIZER INC | $201,000 | – | 7,183 | +100.0% | 0.12% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2013-08-14
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
APPLE INC | 31 | Q4 2020 | 11.3% |
SPDR S&P 500 ETF TR | 31 | Q4 2020 | 5.2% |
CISCO SYS INC | 31 | Q4 2020 | 4.6% |
SELECT SECTOR SPDR TR | 31 | Q4 2020 | 3.0% |
JOHNSON & JOHNSON | 31 | Q4 2020 | 3.0% |
WISDOMTREE TRUST | 31 | Q4 2020 | 3.1% |
PNC FINL SVCS GROUP INC | 31 | Q4 2020 | 2.4% |
MICROSOFT CORP | 31 | Q4 2020 | 5.0% |
VERIZON COMMUNICATIONS INC | 31 | Q4 2020 | 2.7% |
SELECT SECTOR SPDR TR | 31 | Q4 2020 | 2.2% |
View Private Wealth Advisors, Inc.'s complete holdings history.
Latest significant ownerships (13-D/G)
Filed | Shares | Percentage | |
---|---|---|---|
AEHR TEST SYSTEMS | December 19, 2014 | ? | ? |
View Private Wealth Advisors, Inc.'s complete significant-ownership history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2021-02-09 |
13F-HR | 2020-10-20 |
13F-HR | 2020-07-21 |
13F-HR | 2020-05-07 |
13F-HR | 2020-02-11 |
13F-HR | 2019-11-12 |
13F-HR | 2019-08-07 |
13F-HR | 2019-05-13 |
13F-HR | 2019-02-12 |
13F-HR | 2018-11-13 |
View Private Wealth Advisors, Inc.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.