$271 Million is the total value of Private Wealth Advisors, LLC's 81 reported holdings in Q2 2022. The portfolio turnover from Q1 2022 to Q2 2022 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| TLT | New | ISHARES TR20 yr tr bd etf | $7,077,000 | – | 61,865 | +100.0% | 2.61% | – |
| EMB | New | ISHARES TRjpmorgan usd emg | $5,913,000 | – | 66,079 | +100.0% | 2.18% | – |
| ITA | New | ISHARES TRus aer def etf | $2,577,000 | – | 24,386 | +100.0% | 0.95% | – |
| VGIT | New | VANGUARD SCOTTSDALE FDSinter term treas | $2,511,000 | – | 40,960 | +100.0% | 0.93% | – |
| New | DUTCH BROS INCcl a | $2,241,000 | – | 48,410 | +100.0% | 0.83% | – | |
| New | SPROTT FDS TRuranium miners e | $1,246,000 | – | 18,180 | +100.0% | 0.46% | – | |
| FEZ | New | SPDR INDEX SHS FDScall | $557,000 | – | 165,800 | +100.0% | 0.21% | – |
| AMZN | New | AMAZON COM INC | $222,000 | – | 1,582 | +100.0% | 0.08% | – |
| QQQ | New | INVESCO QQQ TRput | $83,000 | – | 10,800 | +100.0% | 0.03% | – |
| EWJ | New | ISHARES INCput | $56,000 | – | 263,300 | +100.0% | 0.02% | – |
| TLT | New | ISHARES TRcall | $43,000 | – | 36,000 | +100.0% | 0.02% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-08-15
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.