$467 Million is the total value of Private Wealth Advisors, LLC's 100 reported holdings in Q4 2021. The portfolio turnover from Q3 2021 to Q4 2021 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| XLB | New | SELECT SECTOR SPDR TRput | $25,928,000 | – | 308,700 | +100.0% | 5.55% | – |
| XLK | New | SELECT SECTOR SPDR TRput | $13,033,000 | – | 81,200 | +100.0% | 2.79% | – |
| DIS | New | DISNEY WALT CO | $1,250,000 | – | 8,067 | +100.0% | 0.27% | – |
| EWZ | New | ISHARES INCmsci brazil etf | $916,000 | – | 32,634 | +100.0% | 0.20% | – |
| FXI | New | ISHARES TRcall | $290,000 | – | 7,600 | +100.0% | 0.06% | – |
| DIS | New | DISNEY WALT COcall | $256,000 | – | 1,800 | +100.0% | 0.06% | – |
| EIX | New | EDISON INTL | $204,000 | – | 2,991 | +100.0% | 0.04% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-02-11
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.