$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 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IEFA | ISHARES TRcore msci eafe | $1,060,810 | +8.5% | 15,869 | 0.0% | 0.45% | +35.6% | |
| IWF | ISHARES TRrus 1000 grw etf | $548,583 | +14.0% | 2,245 | 0.0% | 0.23% | +42.6% | |
| ISRG | INTUITIVE SURGICAL INC | $277,440 | -3.7% | 1,086 | 0.0% | 0.12% | +20.6% | |
| T | AT&T INCput | $215,600 | +4.6% | 11,200 | 0.0% | 0.09% | +31.9% | |
| PMO | PUTNAM MUN OPPORTUNITIES TRsh ben int | $121,982 | -4.5% | 11,774 | 0.0% | 0.05% | +18.6% | |
| NOK | NOKIA CORPcall | $77,578 | +5.8% | 15,800 | 0.0% | 0.03% | +32.0% | |
| TILRAY BRANDS INCnote 5.000%10/0 | $19,670 | +1.4% | 20,000 | 0.0% | 0.01% | +14.3% |
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.