$313 Million is the total value of Private Wealth Advisors, LLC's 97 reported holdings in Q1 2022. The portfolio turnover from Q4 2021 to Q1 2022 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| GOTU | Exit | GAOTU TECHEDU INCcall | $0 | – | -10,500 | -100.0% | -0.01% | – |
| MSFT | Exit | MICROSOFT CORP | $0 | – | -625 | -100.0% | -0.04% | – |
| GDV | Exit | GABELLI DIVID & INCOME TR | $0 | – | -7,781 | -100.0% | -0.04% | – |
| T | Exit | AT&T INCcall | $0 | – | -9,400 | -100.0% | -0.05% | – |
| ABT | Exit | ABBOTT LABS | $0 | – | -1,629 | -100.0% | -0.05% | – |
| DIS | Exit | DISNEY WALT COcall | $0 | – | -1,800 | -100.0% | -0.06% | – |
| AMD | Exit | ADVANCED MICRO DEVICES INCcall | $0 | – | -2,400 | -100.0% | -0.07% | – |
| FB | Exit | META PLATFORMS INCcall | $0 | – | -1,500 | -100.0% | -0.07% | – |
| FXY | Exit | INVESCO CURRENCYSHARES JAPANcall | $0 | – | -5,400 | -100.0% | -0.09% | – |
| AMZN | Exit | AMAZON COM INCcall | $0 | – | -300 | -100.0% | -0.21% | – |
| INDA | Exit | ISHARES TRmsci india etf | $0 | – | -47,360 | -100.0% | -0.46% | – |
| TIP | Exit | ISHARES TRtips bd etf | $0 | – | -43,609 | -100.0% | -1.20% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-05-17
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 | 2024-01-23 |
| 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 |
| 13F-HR | 2021-12-03 |
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.