$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 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VAW | VANGUARD WORLD FDSmaterials etf | $1,809,000 | -15.2% | 12,188 | 0.0% | 0.84% | +6.9% | |
| VIS | VANGUARD WORLD FDSindustrial etf | $1,022,000 | -15.6% | 6,489 | 0.0% | 0.48% | +6.5% | |
| VGT | VANGUARD WORLD FDSinf tech etf | $919,000 | -19.3% | 2,991 | 0.0% | 0.43% | +1.7% | |
| VFH | VANGUARD WORLD FDSfinancials etf | $880,000 | -13.6% | 11,817 | 0.0% | 0.41% | +8.8% | |
| IWF | ISHARES TRrus 1000 grw etf | $477,000 | -16.2% | 2,266 | 0.0% | 0.22% | +5.7% | |
| ISRG | INTUITIVE SURGICAL INC | $204,000 | -20.3% | 1,086 | 0.0% | 0.10% | 0.0% | |
| PMO | PUTNAM MUN OPPORTUNITIES TRsh ben int | $115,000 | -22.8% | 11,774 | 0.0% | 0.05% | -1.8% | |
| ADM | ARCHER DANIELS MIDLAND COput | $43,000 | -12.2% | 78,800 | 0.0% | 0.02% | +11.1% | |
| TILRAY BRANDS INCnote 5.000%10/0 | $20,000 | +5.3% | 20,000 | 0.0% | 0.01% | +28.6% | ||
| TLRY | TILRAY BRANDS INCcall | $3,000 | -25.0% | 11,100 | 0.0% | 0.00% | 0.0% | |
| NOK | NOKIA CORPcall | $1,000 | -50.0% | 15,800 | 0.0% | 0.00% | -100.0% |
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.