International Private Wealth Advisors LLC Portfolio Holdings

International Private Wealth Advisors LLC

  • $104 Billion
  • Q1 2025

International Private Wealth Advisors LLC has filed its 13F form on April 14, 2025 for Q1 2025 where it was disclosed a total value porftolio of $104 Billion distributed in 153 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr S&P 500 ETF Trust with a value of $6.9B, Apple Inc. with a value of $4.62B, Spdr Ser Tr Fds Spdr Portfolio with a value of $3.79B, ETF Opportunities Trust with a value of $3.24B, and Spdr Ser Tr with a value of $2.95B.

Examining the 13F form we can see an increase of $3.85B in the current position value, from $100B to 104B.

International Private Wealth Advisors LLC is based out at San Diego, CA

Below you can find more details about International Private Wealth Advisors LLC portfolio as well as his latest detailed transactions.

Portfolio value $104 Billion
ETFs: $50 Billion
Technology: $10.4 Billion
Consumer Defensive: $8.19 Billion
Financial Services: $6.64 Billion
Consumer Cyclical: $5.84 Billion
Utilities: $5.79 Billion
Communication Services: $3.2 Billion
Healthcare: $3.01 Billion
Other: $3.56 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.25T
$4.62 Billion 4.43% of portfolio
20,814
Q1 2025 Added 6.88%
$1.86T
$2.77 Billion 2.66% of portfolio
14,582
Q1 2025 Added 1.03%
$433B
$2.51 Billion 2.41% of portfolio
2,653
Q1 2025 Reduced 6.02%
$2.89T
$2.03 Billion 1.95% of portfolio
5,409
Q1 2025 Added 5.23%
$276B
$1.93 Billion 1.85% of portfolio
17,816
Q1 2025 Reduced 18.87%
$401B
$1.2 Billion 1.15% of portfolio
7,058
Q1 2025 Added 18.22%
$717B
$988 Million 0.95% of portfolio
1,196
Q1 2025 Reduced 3.55%
$102B
$852 Million 0.82% of portfolio
14,201
Q1 2025 Added 12.98%
$194B
$730 Million 0.7% of portfolio
25,821
Q1 2025 Added 11.21%
$257B
$715 Million 0.69% of portfolio
8,148
Q1 2025 Reduced 10.74%
$366B
$634 Million 0.61% of portfolio
1,730
Q1 2025 Added 49.14%
$983B
$638 Million 0.61% of portfolio
4,084
Q1 2025 Added 14.59%
$317B
$619 Million 0.59% of portfolio
2,954
Q1 2025 Reduced 18.49%
$37.3B
$590 Million 0.57% of portfolio
5,951
Q1 2025 Added 2.06%
$548B
$597 Million 0.57% of portfolio
1,703
Q1 2025 Reduced 2.74%
$687B
$586 Million 0.56% of portfolio
1,100
Q1 2025 Added 2.61%
$233B
$521 Million 0.5% of portfolio
1,668
Q1 2025 Added 3.28%
$41.7B
$526 Million 0.5% of portfolio
6,388
Q1 2025 Added 19.87%
$244B
$501 Million 0.48% of portfolio
3,156
Q1 2025 Added 17.45%
$17.6B
$461 Million 0.44% of portfolio
11,243
Q1 2025 Added 16.73%
$54.8B
$464 Million 0.44% of portfolio
4,247
Q1 2025 Added 18.23%
$69.8B
$457 Million 0.44% of portfolio
7,201
Q1 2025 Reduced 0.47%
$21.3B
$439 Million 0.42% of portfolio
5,851
Q1 2025 Added 8.23%
$688B
$437 Million 0.42% of portfolio
1,781
Q1 2025 Added 14.9%
$16.8B
$429 Million 0.41% of portfolio
5,013
Q1 2025 Reduced 17.45%
$56.8B
$431 Million 0.41% of portfolio
10,215
Q1 2025 Added 12.5%
$15.5B
$417 Million 0.4% of portfolio
6,480
Q1 2025 Added 20.24%
$50.7B
$409 Million 0.39% of portfolio
1,368
Q1 2025 New
$214B
$411 Million 0.39% of portfolio
1,651
Q1 2025 Added 4.3%
$48B
$403 Million 0.39% of portfolio
9,796
Q1 2025 Added 11.81%
$45B
$401 Million 0.38% of portfolio
7,147
Q1 2025 Added 8.75%
$26.1B
$387 Million 0.37% of portfolio
10,706
Q1 2025 Added 15.25%
$17.1B
$389 Million 0.37% of portfolio
766
Q1 2025 Reduced 2.05%
$18B
$376 Million 0.36% of portfolio
17,300
Q1 2025 Added 10.47%
$25.8B
$361 Million 0.35% of portfolio
2,613
Q1 2025 Added 13.07%
$8.96B
$367 Million 0.35% of portfolio
7,983
Q1 2025 Added 18.97%
$549B
$366 Million 0.35% of portfolio
698
Q1 2025 Reduced 3.32%
$13.1B
$364 Million 0.35% of portfolio
22,747
Q1 2025 Reduced 11.41%
$34.2B
$357 Million 0.34% of portfolio
3,274
Q1 2025 Added 16.22%
$15.9B
$356 Million 0.34% of portfolio
8,884
Q1 2025 Reduced 31.11%
$431B
$356 Million 0.34% of portfolio
2,997
Q1 2025 Reduced 28.22%
$931B
$353 Million 0.34% of portfolio
2,281
Q1 2025 Reduced 21.99%
$16.9B
$358 Million 0.34% of portfolio
6,711
Q1 2025 Reduced 35.61%
$37.7B
$359 Million 0.34% of portfolio
3,218
Q1 2025 Added 6.8%
$19B
$358 Million 0.34% of portfolio
23,821
Q1 2025 Reduced 2.76%
$92.9B
$346 Million 0.33% of portfolio
2,833
Q1 2025 Added 3.43%
$313B
$341 Million 0.33% of portfolio
4,760
Q1 2025 New
$15.6B
$346 Million 0.33% of portfolio
4,171
Q1 2025 Added 14.21%
$23.7B
$329 Million 0.32% of portfolio
8,405
Q1 2025 Added 4.67%

Summary

  • Portfolio
  • No. of Stocks 153
  • Current Value $104 Billion
  • Prior Value $100 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 14, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 13 stocks
  • Additional Purchases 86 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 50 stocks
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