$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 0.0% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
IWF | ISHARES TRrus 1000 grw etf | $629,000 | -9.2% | 2,266 | 0.0% | 0.20% | +35.8% | |
ISRG | INTUITIVE SURGICAL INC | $328,000 | -15.9% | 1,086 | 0.0% | 0.10% | +26.5% | |
PMO | PUTNAM MUN OPPORTUNITIES TRsh ben int | $137,000 | -19.4% | 11,774 | 0.0% | 0.04% | +22.2% | |
NOK | NOKIA CORPcall | $3,000 | -96.7% | 15,800 | 0.0% | 0.00% | -94.7% | |
PCG | PG&E CORPcall | $3,000 | -98.6% | 17,800 | 0.0% | 0.00% | -97.8% | |
T | AT&T INCput | $1,000 | -99.9% | 63,900 | 0.0% | 0.00% | -100.0% |
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.