Private Wealth Advisors, LLC Portfolio Holdings

Private Wealth Advisors, LLC

  • $250 Million
  • Q4 2024

Private Wealth Advisors, LLC has filed its 13F form on February 05, 2025 for Q4 2024 where it was disclosed a total value porftolio of $250 Million distributed in 88 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Gold Trust with a value of $18M, Select Sector Spdr Fund Health with a value of $11.1M, Consumer Staples Sector Spdr with a value of $10.9M, Technology Sector Spdr with a value of $8.72M, and Select Sector Spdr Fd Material with a value of $8.67M.

Examining the 13F form we can see an decrease of $6.1M in the current position value, from $256M to 250M.

Private Wealth Advisors, LLC is based out at Fresno, CA

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

Portfolio value $250 Million
ETFs: $223 Million
Consumer Defensive: $8.43 Million
Technology: $4.87 Million
Energy: $4.52 Million
Communication Services: $3.68 Million
Financial Services: $3.38 Million
Healthcare: $893,000
Industrials: $713,000
Other: $960,000

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$92.7B
$18 Million 7.19% of portfolio
74,225
Q4 2024 Reduced 3.28%
$0
$11.1 Million 4.45% of portfolio
80,886
Q4 2024 Reduced 2.04%
$0
$10.9 Million 4.36% of portfolio
143,244
Q4 2024 Added 2.04%
$0
$8.72 Million 3.49% of portfolio
37,490
Q4 2024 Reduced 1.66%
$0
$8.67 Million 3.47% of portfolio
103,092
Q4 2024 Added 54.12%
$0
$7.7 Million 3.08% of portfolio
45,489
Q4 2024 Added 0.12%
$0
$7.38 Million 2.95% of portfolio
153,176
Q4 2024 Added 11.44%
$0
$7.3 Million 2.92% of portfolio
71,914
Q4 2024 Reduced 0.02%
$0
$7.09 Million 2.84% of portfolio
99,861
Q4 2024 Added 3.46%
$0
$6.79 Million 2.72% of portfolio
140,515
Q4 2024 Added 36.79%
$0
$6.58 Million 2.63% of portfolio
162,607
Q4 2024 Added 15.79%
$0
$5.89 Million 2.35% of portfolio
133,646
Q4 2024 Reduced 51.88%
$0
$5.83 Million 2.33% of portfolio
108,041
Q4 2024 Reduced 1.84%
$0
$5.22 Million 2.09% of portfolio
68,980
Q4 2024 Added 0.24%
$2.42B
$4.95 Million 1.98% of portfolio
186,236
Q4 2024 Added 3.04%
$0
$4.9 Million 1.96% of portfolio
88,389
Q4 2024 Added 5.49%
$0
$4.61 Million 1.84% of portfolio
20,859
Q4 2024 New
$0
$4.56 Million 1.82% of portfolio
34,584
Q4 2024 Reduced 2.18%
$0
$4.37 Million 1.75% of portfolio
50,072
Q4 2024 Added 3.93%
$0
$4.27 Million 1.71% of portfolio
125,909
Q4 2024 Reduced 5.45%
$0
$4 Million 1.6% of portfolio
98,386
Q4 2024 Reduced 0.59%
$26.8B
$3.83 Million 1.53% of portfolio
75,786
Q4 2024 Added 0.35%
$190B
$3.68 Million 1.47% of portfolio
161,768
Q4 2024 Reduced 3.37%
$129M
$3.58 Million 1.43% of portfolio
61,028
Q4 2024 Added 2.04%
$0
$3.37 Million 1.35% of portfolio
37,855
Q4 2024 Added 2.49%
$9.86B
$3.31 Million 1.32% of portfolio
91,883
Q4 2024 Added 3.09%
$0
$3.28 Million 1.31% of portfolio
57,525
Q4 2024 Added 6.86%
$0
$3.27 Million 1.31% of portfolio
90,700
Q4 2024 Added 5.55%
$3.97T
$3.01 Million 1.2% of portfolio
12,012
Q4 2024 Added 0.07%
$0
$2.9 Million 1.16% of portfolio
51,110
Q4 2024 Reduced 0.56%
$0
$2.83 Million 1.13% of portfolio
29,264
Q4 2024 Added 0.25%
$15.1B
$2.71 Million 1.09% of portfolio
103,107
Q4 2024 Added 0.23%
$0
$2.7 Million 1.08% of portfolio
66,893
Q4 2024 Added 2.05%
$0
$2.41 Million 0.96% of portfolio
46,297
Q4 2024 Added 5.9%
$0
$2.23 Million 0.89% of portfolio
29,524
Q4 2024 Added 6.09%
$0
$2.05 Million 0.82% of portfolio
60,372
Q4 2024 Reduced 0.58%
$0
$1.73 Million 0.69% of portfolio
14,221
Q4 2024 Reduced 0.5%
$0
$1.64 Million 0.66% of portfolio
8,726
Q4 2024 Reduced 0.29%
$0
$1.41 Million 0.56% of portfolio
11,925
Q4 2024 Reduced 0.23%
$0
$1.4 Million 0.56% of portfolio
21,343
Q4 2024 Added 0.04%
$755B
$1.32 Million 0.53% of portfolio
5,497
Q4 2024 Reduced 0.31%
$0
$1.27 Million 0.51% of portfolio
2,045
Q4 2024 Reduced 0.2%
$0
$1.26 Million 0.5% of portfolio
4,940
Q4 2024 Added 0.04%
$0
$1.25 Million 0.5% of portfolio
5,556
Q4 2024 Reduced 7.81%
$153M
$996,000 0.4% of portfolio
11,941
Q4 2024 Reduced 48.41%
$0
$884,000 0.35% of portfolio
2,202
Q4 2023 Reduced 0.77%
$265B
$801,000 0.32% of portfolio
8,868
Q4 2024 Reduced 1.34%
$353B
$692,000 0.28% of portfolio
15,753
Q4 2024 Added 0.13%
$0
$698,000 0.28% of portfolio
9,934
Q4 2024 Reduced 3.91%

Summary

  • Portfolio
  • No. of Stocks 88
  • Current Value $250 Million
  • Prior Value $256 Million
  • Filing
  • Period Q4 2024
  • Filing Date February 05, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 8 stocks
  • Additional Purchases 38 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 31 stocks
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