$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 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| TLT | Exit | ISHARES TRcall | $0 | – | -11,500 | -100.0% | -0.01% | – |
| OPGN | Exit | OPGEN INC | $0 | – | -19,277 | -100.0% | -0.02% | – |
| OGEN | Exit | ORAGENICS INC | $0 | – | -56,824 | -100.0% | -0.02% | – |
| MOXC | Exit | MOXIAN INC | $0 | – | -13,974 | -100.0% | -0.02% | – |
| Exit | ORGANIGRAM HLDGS INC | $0 | – | -25,759 | -100.0% | -0.03% | – | |
| EXPR | Exit | EXPRESS INC | $0 | – | -23,182 | -100.0% | -0.03% | – |
| MYO | Exit | MYOMO INC | $0 | – | -10,796 | -100.0% | -0.05% | – |
| PHG | Exit | KONINKLIJKE PHILIPS N Vny reg sh new | $0 | – | -3,675 | -100.0% | -0.07% | – |
| EXAS | Exit | EXACT SCIENCES CORP | $0 | – | -1,713 | -100.0% | -0.08% | – |
| ABT | Exit | ABBOTT LABS | $0 | – | -2,447 | -100.0% | -0.10% | – |
| RIOT | Exit | RIOT BLOCKCHAIN INC | $0 | – | -9,013 | -100.0% | -0.16% | – |
| FXY | Exit | INVESCO CURRENCYSHARES JAPANjapanese yen | $0 | – | -23,419 | -100.0% | -0.68% | – |
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 | 23 | Q2 2024 | 10.3% |
| VANGUARD INTL EQUITY INDEX F | 23 | Q2 2024 | 7.3% |
| VANGUARD INDEX FDS | 23 | Q2 2024 | 9.9% |
| SELECT SECTOR SPDR TR | 23 | Q2 2024 | 6.4% |
| SELECT SECTOR SPDR TR | 23 | Q2 2024 | 7.6% |
| VANGUARD INTL EQUITY INDEX F | 23 | Q2 2024 | 5.7% |
| SPDR INDEX SHS FDS | 23 | Q2 2024 | 5.1% |
| SELECT SECTOR SPDR TR | 23 | Q2 2024 | 5.6% |
| ISHARES TR | 23 | Q2 2024 | 6.2% |
| SELECT SECTOR SPDR TR | 23 | Q2 2024 | 8.0% |
View Private Wealth Advisors, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-07-30 |
| 13F-HR | 2024-07-23 |
| 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 |
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.