$326 Million is the total value of Private Wealth Advisors, LLC's 101 reported holdings in Q2 2021. The portfolio turnover from Q1 2021 to Q2 2021 was - .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
TIP | New | ISHARES TRtips bd etf | $5,327,000 | – | 41,614 | +100.0% | 1.63% | – |
EWW | New | ISHARES INCmsci mexico etf | $2,275,000 | – | 47,411 | +100.0% | 0.70% | – |
VIAC | New | VIACOMCBS INCcl b | $1,876,000 | – | 41,499 | +100.0% | 0.58% | – |
ILF | New | ISHARES TRlatn amer 40 etf | $1,578,000 | – | 50,048 | +100.0% | 0.48% | – |
KRBN | New | KRANESHARES TRglobal carbon | $1,361,000 | – | 36,789 | +100.0% | 0.42% | – |
GLD | New | SPDR GOLD TRput | $420,000 | – | 163,600 | +100.0% | 0.13% | – |
NTR | New | NUTRIEN LTD | $319,000 | – | 5,257 | +100.0% | 0.10% | – |
LMND | New | LEMONADE INC | $298,000 | – | 2,725 | +100.0% | 0.09% | – |
LAZR | New | LUMINAR TECHNOLOGIES INC | $253,000 | – | 11,518 | +100.0% | 0.08% | – |
SPPI | New | SPECTRUM PHARMACEUTICALS INC | $214,000 | – | 56,994 | +100.0% | 0.07% | – |
JETS | New | ETF SER SOLUTIONSus glb jets | $209,000 | – | 8,660 | +100.0% | 0.06% | – |
GDV | New | GABELLI DIVID & INCOME TR | $201,000 | – | 7,621 | +100.0% | 0.06% | – |
IMMP | New | IMMUTEP LTDsponsored ads | $151,000 | – | 39,068 | +100.0% | 0.05% | – |
DBA | New | INVESCO DB MULTI-SECTOR COMMput | $92,000 | – | 921,900 | +100.0% | 0.03% | – |
AUY | New | YAMANA GOLD INC | $85,000 | – | 20,070 | +100.0% | 0.03% | – |
ISNS | New | IMAGE SENSING SYS INC | $76,000 | – | 11,165 | +100.0% | 0.02% | – |
BNTC | New | BENITEC BIOPHARMA INC | $64,000 | – | 15,043 | +100.0% | 0.02% | – |
VIAC | New | VIACOMCBS INCcall | $50,000 | – | 13,200 | +100.0% | 0.02% | – |
LX | New | LEXINFINTECH HLDGS LTDcall | $30,000 | – | 25,300 | +100.0% | 0.01% | – |
UAVS | New | AGEAGLE AERIAL SYS INC NEWcall | $4,000 | – | 11,200 | +100.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-07-29
Signatures
The EDGAR filing(s) were signed by:
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
SELECT SECTOR SPDR TR | 20 | Q3 2023 | 10.3% |
VANGUARD INDEX FDS | 20 | Q3 2023 | 9.9% |
VANGUARD INTL EQUITY INDEX F | 20 | Q3 2023 | 7.3% |
SELECT SECTOR SPDR TR | 20 | Q3 2023 | 7.6% |
SELECT SECTOR SPDR TR | 20 | Q3 2023 | 6.4% |
SPDR INDEX SHS FDS | 20 | Q3 2023 | 5.1% |
VANGUARD INTL EQUITY INDEX F | 20 | Q3 2023 | 5.7% |
ISHARES TR | 20 | Q3 2023 | 6.2% |
SELECT SECTOR SPDR TR | 20 | Q3 2023 | 5.3% |
SELECT SECTOR SPDR TR | 20 | Q3 2023 | 8.0% |
View Private Wealth Advisors, LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-05-08 |
13F-HR | 2024-01-23 |
13F-HR | 2023-10-19 |
13F-HR | 2023-07-20 |
13F-HR | 2023-04-25 |
13F-HR | 2023-02-13 |
13F-HR | 2022-11-14 |
13F-HR | 2022-08-15 |
13F-HR | 2022-05-17 |
13F-HR | 2022-02-11 |
View Private Wealth Advisors, LLC'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.