$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 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| JPM | JPMORGAN CHASE & CO | $1,005,000 | -2.1% | 6,345 | 0.0% | 0.22% | -12.6% | |
| AMZN | AMAZON COM INCcall | $968,000 | -7.9% | 300 | 0.0% | 0.21% | -17.5% | |
| IWF | ISHARES TRrus 1000 grw etf | $693,000 | +2.4% | 2,266 | 0.0% | 0.15% | -8.6% | |
| FXY | INVESCO CURRENCYSHARES JAPANcall | $439,000 | -2.2% | 5,400 | 0.0% | 0.09% | -12.1% | |
| ISRG | INTUITIVE SURGICAL INC | $390,000 | +8.9% | 1,086 | 0.0% | 0.08% | -3.5% | |
| FB | META PLATFORMS INCcall | $330,000 | -34.0% | 1,500 | 0.0% | 0.07% | -40.8% | |
| AMD | ADVANCED MICRO DEVICES INCcall | $308,000 | -17.2% | 2,400 | 0.0% | 0.07% | -25.8% | |
| DBA | INVESCO DB MULTI-SECTOR COMMcall | $260,000 | +4.0% | 12,500 | 0.0% | 0.06% | -6.7% | |
| ABT | ABBOTT LABS | $229,000 | +11.7% | 1,629 | 0.0% | 0.05% | 0.0% | |
| T | AT&T INCcall | $225,000 | -1.3% | 9,400 | 0.0% | 0.05% | -12.7% | |
| PCG | PG&E CORPcall | $216,000 | -0.9% | 17,800 | 0.0% | 0.05% | -11.5% | |
| PMO | PUTNAM MUN OPPORTUNITIES TRsh ben int | $170,000 | +1.8% | 11,774 | 0.0% | 0.04% | -10.0% | |
| NOK | NOKIA CORPcall | $90,000 | +2.3% | 15,800 | 0.0% | 0.02% | -9.5% | |
| GOTU | GAOTU TECHEDU INCcall | $22,000 | -26.7% | 10,500 | 0.0% | 0.01% | -28.6% |
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.