International Private Wealth Advisors LLC Portfolio Holdings

International Private Wealth Advisors LLC

  • $59.3 Billion
  • Q2 2024

International Private Wealth Advisors LLC has filed its 13F form on July 31, 2024 for Q2 2024 where it was disclosed a total value porftolio of $59.3 Billion distributed in 121 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 $5.38B, ETF Opportunities Trust with a value of $3.77B, Schwab Strategic Tr Us Large C with a value of $1.83B, Spdr Ser Tr Fds Spdr Portfolio with a value of $1.7B, and Jp Morgan ETF Tr Ultra Short I with a value of $1.61B.

Examining the 13F form we can see an increase of $7.52B in the current position value, from $51.8B to 59.3B.

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 $59.3 Billion
ETFs: $25.9 Billion
Consumer Defensive: $5.05 Billion
Financial Services: $4.6 Billion
Utilities: $4.37 Billion
Consumer Cyclical: $4.19 Billion
Technology: $3.89 Billion
Communication Services: $2.4 Billion
Healthcare: $1.99 Billion
Other: $3.17 Billion

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 121
  • Current Value $59.3 Billion
  • Prior Value $51.8 Billion
  • Filing
  • Period Q2 2024
  • Filing Date July 31, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 18 stocks
  • Additional Purchases 66 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 34 stocks
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