Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q2 2023 |
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.