$170 Million is the total value of Private Wealth Advisors, Inc.'s 113 reported holdings in Q3 2013. The portfolio turnover from Q2 2013 to Q3 2013 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| TSL | TRINA SOLAR LIMITEDspon adr | $1,806,000 | +159.5% | 116,812 | 0.0% | 1.06% | +146.0% | |
| PRFZ | POWERSHARES ETF TRUSTftse us1500 sm | $1,679,000 | +10.5% | 18,750 | 0.0% | 0.99% | +4.8% | |
| STBA | S & T BANCORP INC | $1,654,000 | +23.5% | 68,311 | 0.0% | 0.98% | +17.0% | |
| JASO | JA SOLAR HOLDINGS CO LTDspon adr rep5ord | $1,380,000 | +41.2% | 135,688 | 0.0% | 0.81% | +33.7% | |
| IWM | ISHARESrussell 2000 etf | $1,322,000 | +9.9% | 12,402 | 0.0% | 0.78% | +4.0% | |
| CVX | CHEVRON CORP NEW | $904,000 | +2.6% | 7,442 | 0.0% | 0.53% | -2.7% | |
| IJK | ISHARESs&p mc 400gr etf | $806,000 | +7.9% | 5,796 | 0.0% | 0.48% | +2.2% | |
| EFA | ISHARESmsci eafe etf | $575,000 | +11.2% | 9,018 | 0.0% | 0.34% | +5.3% | |
| FNB | FNB CORP PA | $529,000 | +0.4% | 43,607 | 0.0% | 0.31% | -4.9% | |
| IJT | ISHARESsp smcp600gr etf | $456,000 | +11.8% | 4,210 | 0.0% | 0.27% | +5.9% | |
| FNFG | FIRST NIAGARA FINL GP INC | $428,000 | +3.1% | 41,257 | 0.0% | 0.25% | -2.3% | |
| IJS | ISHARESsp smcp600vl etf | $366,000 | +9.3% | 3,580 | 0.0% | 0.22% | +3.8% | |
| BK | BANK NEW YORK MELLON CORP | $346,000 | +7.8% | 11,450 | 0.0% | 0.20% | +2.0% | |
| ACN | ACCENTURE PLC IRELAND | $261,000 | +2.4% | 3,546 | 0.0% | 0.15% | -3.1% | |
| BAC | BANK OF AMERICA CORPORATION | $255,000 | +7.6% | 18,451 | 0.0% | 0.15% | +2.0% | |
| PPL | PPL CORP | $233,000 | +0.4% | 7,681 | 0.0% | 0.14% | -4.9% | |
| CREE | CREE INC | $232,000 | -5.7% | 3,860 | 0.0% | 0.14% | -10.5% | |
| KRFT | KRAFT FOODS GROUP INC | $221,000 | -6.0% | 4,213 | 0.0% | 0.13% | -11.0% | |
| MAR | MARRIOTT INTL INC NEWcl a | $219,000 | +4.3% | 5,196 | 0.0% | 0.13% | -1.5% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2013-10-28
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.