Private Wealth Advisors, LLC Purchases in Q4 2024

Private Wealth Advisors, LLC

  • $250 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IWM
Ishares Russell 2000 ETF

ETFs
20.9K
New
$216.13 - $242.4 $4.51M - $5.06M
20.9K $4.61M
XLB
Select Sector Spdr Fd Material

ETFs
36.2K
+ 54.12%
$83.8 - $97.58 $3.03M - $3.53M
103K $8.67M
XLF
Financial Sector Spdr

ETFs
37.8K
+ 36.79%
$44.89 - $51.34 $1.7M - $1.94M
141K $6.79M
EZU
Ishares Inc Msci Eurozone ETF

ETFs
13.8K
New
$46.96 - $51.46 $647K - $709K
13.8K $650K
VTWO
Vanguard Russell 2000 ETF

ETFs
6.77K
New
$87.42 - $98.06 $592K - $664K
6.77K $604K
RRC
Range Resources Corp

Energy
2.76K
+ 3.09%
$29.77 - $36.41 $82K - $100K
91.9K $3.31M
SPTL
Spdr Portfolio Long Term Treas

ETFs
20.3K
New
$26.05 - $29.17 $529K - $593K
20.3K $532K
MSTR
Microstrategy Inc

Technology
1.5K
New
$162.69 - $473.83 $245K - $712K
1.5K $435K
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
22.2K
+ 15.79%
$40.41 - $45.12 $896K - $1M
163K $6.58M
DBA
Invesco Db Agriculture Fund

ETFs
5.5K
+ 3.04%
$24.81 - $27.83 $136K - $153K
186K $4.95M
AXON
Axon Enterprise, Inc.

Industrials
368
New
$399.22 - $689.78 $147K - $254K
368 $218K
ISRG
Intuitive Surgical Inc

Healthcare
411
New
$471.27 - $550.62 $194K - $226K
411 $214K
AAPL
Apple Inc.

Technology
9
+ 0.07%
$221.69 - $259.02 $2K - $2.33K
12K $3.01M
EWW
Ishares Inc Msci Mexico ETF

ETFs
3.69K
+ 6.86%
N/A
57.5K $3.28M
XLC
Select Sector Spdr Tr Communic

ETFs
72
+ 0.25%
$89.66 - $102.16 $6.46K - $7.36K
29.3K $2.83M
BAC
Bank Of America Corp

Financial Services
20
+ 0.13%
$39.22 - $47.77 $784 - $955
15.8K $692K
FEZ
Spdr Euro Stoxx 50 ETF

ETFs
15.7K
+ 11.44%
$47.63 - $52.63 $749K - $828K
153K $7.38M
RSP
Invesco S&P 500 Equal Weight E

ETFs
341
+ 15.64%
$174.22 - $187.62 $59.4K - $64K
2.52K $441K
OKE
Oneok Inc

Energy
31
+ 0.91%
$92.28 - $117.05 $2.86K - $3.63K
3.42K $343K
WRB
Berkley W R Corp

Financial Services
7
+ 0.14%
$56.48 - $64.94 $395 - $455
5.1K $298K
Community West Bancshares Ne
84
+ 0.56%
N/A
15K $0
Spdr Index Shs Fds
26.6K
New
N/A
26.6K $0
GDV
Gabelli Dividend & Income Trust

Financial Services
107
+ 1.18%
$23.77 - $25.59 $2.54K - $2.74K
9.14K $220K
CVX
Chevron Corp

Energy
7
+ 0.29%
$141.15 - $162.53 $988 - $1.14K
2.4K $347K
PRU
Prudential Financial Inc

Financial Services
1
+ 0.06%
$114.59 - $129.52 $115 - $130
1.78K $210K
MSFT
Microsoft Corp

Technology
1
+ 0.14%
$406.35 - $454.46 $406 - $454
702 $295K
MCD
Mcdonalds Corp

Consumer Cyclical
4
+ 0.54%
$288.47 - $316.54 $1.15K - $1.27K
741 $214K
EIX
Edison International

Utilities
35
+ 0.92%
$77.93 - $88.36 $2.73K - $3.09K
3.83K $305K
VIS
Vanguard Industrial ETF

ETFs
2
+ 0.04%
$254.39 - $279.7 $509 - $559
4.94K $1.26M
LEMB
Ishares Inc Jp Morgan Em Local

ETFs
4.77K
+ 5.55%
$36.01 - $38.42 $172K - $183K
90.7K $3.27M
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
11
+ 0.19%
$63.27 - $70.31 $696 - $773
5.66K $359K
XOM
Exxon Mobil Corp

Energy
4
+ 0.08%
$105.51 - $125.37 $422 - $501
4.87K $524K
EMB
Ishares Tr

ETFs
918
+ 2.49%
$88.94 - $93.46 $81.6K - $85.8K
37.9K $3.37M
EFA
Ishares Tr Msci Eafe ETF

ETFs
1.7K
+ 6.09%
$75.1 - $82.99 $127K - $141K
29.5K $2.23M
PHO
Invesco Exchange Traded Fd Tr

ETFs
8
+ 0.04%
$65.79 - $72.14 $526 - $577
21.3K $1.4M
LTPZ
Pimco ETF Tr 15+ Yr Us Tips In

ETFs
2.58K
+ 5.9%
$52.07 - $58.13 $134K - $150K
46.3K $2.41M
SLV
I Shares Silver Trust

ETFs
237
+ 0.23%
$26.33 - $31.74 $6.24K - $7.52K
103K $2.71M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
4.6K
+ 5.49%
$55.45 - $61.08 $255K - $281K
88.4K $4.9M
VTV
Vanguard Value ETF

ETFs
54
+ 0.12%
$168.32 - $181.87 $9.09K - $9.82K
45.5K $7.7M
FXY
Invesco Currency Shares Japanese Yen Trust

ETFs
1.22K
+ 2.04%
$58.4 - $64.37 $71.2K - $78.5K
61K $3.58M
URNM
Sprott Fds Tr Uranium Miners E

ETFs
1.34K
+ 2.05%
$40.0 - $52.93 $53.7K - $71.1K
66.9K $2.7M
XLU
Utilities Sector Spdr

ETFs
164
+ 0.24%
$74.89 - $82.93 $12.3K - $13.6K
69K $5.22M
TLT
Ishares Barclays 20+ Year Trea

ETFs
1.89K
+ 3.93%
$87.1 - $98.49 $165K - $186K
50.1K $4.37M
VPL
Vanguard Ftse Pacific ETF Ftse

ETFs
3.34K
+ 3.46%
$70.63 - $78.23 $236K - $261K
99.9K $7.09M
ADM
Archer Daniels Midland CO

Consumer Defensive
268
+ 0.35%
$49.38 - $59.52 $13.2K - $16K
75.8K $3.83M
Activity Summary
Buys All Purchases 46 New Holdings 8 Increased Positions 38 Sells All Sells 31 Reductions 31 Sold out 0 Options Calls 4 Puts 2
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