$175 Million is the total value of Private Wealth Advisors, Inc.'s 127 reported holdings in Q4 2020. The portfolio turnover from Q3 2020 to Q4 2020 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| EMCF | EMCLAIRE FINL CORP | $2,050,000 | +22.0% | 66,955 | 0.0% | 1.17% | +8.6% | |
| ROK | ROCKWELL AUTOMATION INC | $1,175,000 | +13.6% | 4,684 | 0.0% | 0.67% | +1.2% | |
| DGRW | WISDOMTREE TRus qtly div grt | $973,000 | +8.8% | 18,033 | 0.0% | 0.55% | -3.1% | |
| IYH | ISHARES TRus hlthcare etf | $916,000 | +8.3% | 3,725 | 0.0% | 0.52% | -3.5% | |
| DXCM | DEXCOM INC | $555,000 | -10.2% | 1,500 | 0.0% | 0.32% | -20.0% | |
| IXJ | ISHARES TRglob hlthcre etf | $394,000 | +6.2% | 5,160 | 0.0% | 0.22% | -5.1% | |
| FNB | F N B CORP | $363,000 | +40.2% | 38,238 | 0.0% | 0.21% | +24.7% | |
| D | DOMINION ENERGY INC | $324,000 | -4.7% | 4,302 | 0.0% | 0.18% | -15.1% | |
| CMG | CHIPOTLE MEXICAN GRILL INC | $306,000 | +11.3% | 221 | 0.0% | 0.17% | -1.1% | |
| CVX | CHEVRON CORP NEW | $304,000 | +17.4% | 3,600 | 0.0% | 0.17% | +4.2% | |
| HFRO | HIGHLAND INCOME FD | $301,000 | +19.9% | 29,270 | 0.0% | 0.17% | +6.8% | |
| ECL | ECOLAB INC | $278,000 | +8.2% | 1,286 | 0.0% | 0.16% | -3.7% | |
| HBAN | HUNTINGTON BANCSHARES INC | $163,000 | +38.1% | 12,871 | 0.0% | 0.09% | +24.0% | |
| ASRV | AMERISERV FINL INC | $42,000 | +10.5% | 13,483 | 0.0% | 0.02% | 0.0% | |
| NVDA | NVIDIA CORPORATIONput | $30,000 | -38.8% | 900 | 0.0% | 0.02% | -45.2% | |
| DIS | DISNEY WALT COput | $8,000 | -85.7% | 6,000 | 0.0% | 0.01% | -86.1% | |
| PYPL | PAYPAL HLDGS INCput | $2,000 | -80.0% | 1,000 | 0.0% | 0.00% | -83.3% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-02-09
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.