$215 Million is the total value of Private Wealth Advisors, LLC's 77 reported holdings in Q3 2022. The portfolio turnover from Q2 2022 to Q3 2022 was - .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
EWW | New | ISHARES INCmsci mexico etf | $2,778,000 | – | 62,809 | +100.0% | 1.29% | – |
HACK | New | ETF MANAGERS TRprime cybr scrty | $1,569,000 | – | 36,183 | +100.0% | 0.73% | – |
FXI | New | ISHARES TRcall | $32,000 | – | 19,000 | +100.0% | 0.02% | – |
FXY | New | INVESCO CURRENCYSHARES JAPANcall | $21,000 | – | 10,900 | +100.0% | 0.01% | – |
UUP | New | INVESCO DB US DLR INDEX TRput | $16,000 | – | 17,500 | +100.0% | 0.01% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-11-14
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.