$418 Million is the total value of Private Wealth Advisors, LLC's 118 reported holdings in Q3 2021. The portfolio turnover from Q2 2021 to Q3 2021 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IWF | ISHARES TRrus 1000 grw etf | $677,000 | +10.1% | 2,266 | 0.0% | 0.16% | -14.3% | |
| SPYD | SPDR SER TRprtflo s&p500 hi | $461,000 | +0.4% | 11,442 | 0.0% | 0.11% | -22.0% | |
| IYT | ISHARES TRus trsprtion | $397,000 | +2.6% | 1,489 | 0.0% | 0.10% | -20.2% | |
| LAZR | LUMINAR TECHNOLOGIES INC | $203,000 | -19.8% | 11,518 | 0.0% | 0.05% | -37.2% | |
| PMO | PUTNAM MUN OPPORTUNITIES TRsh ben int | $167,000 | +0.6% | 11,774 | 0.0% | 0.04% | -21.6% | |
| IMMP | IMMUTEP LTDsponsored ads | $133,000 | -11.9% | 39,068 | 0.0% | 0.03% | -30.4% | |
| POWW | AMMO INC | $124,000 | -36.4% | 19,897 | 0.0% | 0.03% | -50.0% | |
| SPPI | SPECTRUM PHARMACEUTICALS INC | $96,000 | -55.1% | 56,994 | 0.0% | 0.02% | -65.2% | |
| BNTC | BENITEC BIOPHARMA INC | $49,000 | -23.4% | 15,043 | 0.0% | 0.01% | -40.0% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-12-03
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.