$238 Million is the total value of Private Wealth Advisors, LLC's 81 reported holdings in Q1 2023. The portfolio turnover from Q4 2022 to Q1 2023 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| LEMB | New | ISHARES INCjp morgan em etf | $3,078,490 | – | 85,395 | +100.0% | 1.30% | – |
| FEZ | New | SPDR INDEX SHS FDSput | $449,000 | – | 10,000 | +100.0% | 0.19% | – |
| CVCY | New | CENTRAL VY CMNTY BANCORP | $305,365 | – | 14,838 | +100.0% | 0.13% | – |
| DBA | New | INVESCO DB MULTI-SECTOR COMMcall | $286,020 | – | 14,000 | +100.0% | 0.12% | – |
| EIX | New | EDISON INTL | $251,110 | – | 3,557 | +100.0% | 0.11% | – |
| XHB | New | SPDR SER TRs&p homebuild | $216,370 | – | 3,193 | +100.0% | 0.09% | – |
| WRB | New | BERKLEY W R CORP | $210,128 | – | 3,375 | +100.0% | 0.09% | – |
| ADI | New | ANALOG DEVICES INC | $207,044 | – | 1,050 | +100.0% | 0.09% | – |
| UNG | New | UNITED STS NAT GAS FD LPcall | $166,560 | – | 24,000 | +100.0% | 0.07% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-04-25
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.