Private Wealth Advisors, LLC Incresed Positions in Q2 2024

Private Wealth Advisors, LLC

  • $254 Million
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
XLP
Consumer Staples Sector Spdr

ETFs
49.4K
+ 33.38%
$73.08 - $78.4 $3.61M - $3.87M
197K $15.1M
IEUR
Ishares Tr Ishares Core Msci E

ETFs
56.8K
+ 128.71%
$55.42 - $60.55 $3.15M - $3.44M
101K $5.74M
XLV
Select Sector Spdr Fund Health

ETFs
19K
+ 23.21%
$138.43 - $147.09 $2.62M - $2.79M
101K $14.7M
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
35.8K
+ 21.72%
$40.93 - $44.6 $1.47M - $1.6M
201K $8.7M
EWU
Ishs Msci Utd Kingdom ETF

ETFs
30.8K
+ 28.13%
$33.21 - $36.75 $1.02M - $1.13M
140K $4.89M
XLK
Technology Sector Spdr

ETFs
12
+ 0.03%
$192.53 - $231.41 $2.31K - $2.78K
38.4K $8.7M
RRC
Range Resources Corp

Energy
20.2K
+ 31.33%
$33.47 - $38.85 $674K - $783K
84.5K $2.83M
SPTL
Spdr Portfolio Long Term Treas

ETFs
24K
+ 19.67%
$26.06 - $27.96 $626K - $672K
146K $3.98M
AAPL
Apple Inc.

Technology
12
+ 0.1%
$165.0 - $216.67 $1.98K - $2.6K
12.2K $2.57M
BROS
Dutch Bros Inc.

Consumer Cyclical
153
+ 0.35%
$26.95 - $42.1 $4.12K - $6.44K
44.2K $1.83M
EWM
Ishs Msci Malaysia ETF

ETFs
6.56K
+ 8.05%
$21.47 - $23.42 $141K - $154K
88K $1.98M
EFA
Ishares Tr Msci Eafe ETF

ETFs
2.8K
+ 11.49%
$76.09 - $82.16 $213K - $230K
27.2K $2.13M
LTPZ
Pimco ETF Tr 15+ Yr Us Tips In

ETFs
4.19K
+ 10.66%
$52.22 - $55.47 $219K - $232K
43.4K $2.35M
LEMB
Ishares Inc Jp Morgan Em Local

ETFs
4.65K
+ 5.72%
$35.13 - $36.54 $163K - $170K
86K $3.07M
EMB
Ishares Tr

ETFs
1.62K
+ 4.62%
$86.66 - $89.88 $141K - $146K
36.8K $3.26M
LLY
Eli Lilly & CO

Healthcare
1
+ 0.18%
$724.87 - $909.04 $725 - $909
553 $500K
WMT
Walmart Inc.

Consumer Defensive
32
+ 0.36%
$58.85 - $68.9 $1.88K - $2.2K
8.97K $607K
MOO
Vaneck Vectors ETF Tr Vaneck A

ETFs
1.27K
+ 27.05%
$69.89 - $75.54 $88.7K - $95.9K
5.96K $417K
BAC
Bank Of America Corp

Financial Services
44
+ 0.28%
$34.68 - $40.02 $1.53K - $1.76K
15.9K $633K
MSFT
Microsoft Corp

Technology
1
+ 0.17%
$389.33 - $452.85 $389 - $453
598 $267K
OKE
Oneok Inc

Energy
40
+ 1.21%
$76.92 - $83.01 $3.08K - $3.32K
3.35K $273K
URNM
Sprott Fds Tr Uranium Miners E

ETFs
176
+ 0.55%
$49.24 - $58.81 $8.67K - $10.4K
32K $1.57M
EIX
Edison International

Utilities
41
+ 1.1%
$66.81 - $76.85 $2.74K - $3.15K
3.76K $269K
GDV
Gabelli Dividend & Income Trust

Financial Services
112
+ 1.27%
$21.48 - $22.91 $2.41K - $2.57K
8.92K $202K
PRU
Prudential Financial Inc

Financial Services
1
+ 0.06%
$107.35 - $121.31 $107 - $121
1.78K $208K
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
9
+ 0.16%
$64.45 - $70.67 $580 - $636
5.63K $376K
CVX
Chevron Corp

Energy
2
+ 0.08%
$152.57 - $166.33 $305 - $333
2.36K $369K
XOM
Exxon Mobil Corp

Energy
14
+ 0.29%
$108.36 - $122.2 $1.52K - $1.71K
4.92K $566K
XLRE
Select Sector Spdr Tr Real Est

ETFs
2.64K
+ 2.71%
$35.73 - $39.2 $94.2K - $103K
99.9K $3.84M
IEFA
Ishares Tr

ETFs
93
+ 0.91%
$70.77 - $76.19 $6.58K - $7.09K
10.3K $751K
XLY
Select Sector Spdr Consumer Di

ETFs
2
+ 0.03%
$169.76 - $184.45 $340 - $369
6.02K $1.1M
VPL
Vanguard Ftse Pacific ETF Ftse

ETFs
2.61K
+ 2.37%
$71.43 - $75.61 $187K - $198K
113K $8.37M
PEP
Pepsico Inc

Consumer Defensive
16
+ 1.23%
$163.33 - $183.11 $2.61K - $2.93K
1.32K $217K
PHO
Invesco Exchange Traded Fd Tr

ETFs
230
+ 1.11%
$63.04 - $68.93 $14.5K - $15.9K
21K $1.37M
UBFO
United Security Bancshares

Financial Services
1.3K
+ 1.61%
$7.12 - $7.53 $9.25K - $9.78K
81.8K $593K
XHB
Spdr Series Tr Spdr S&P Homebu

ETFs
2
+ 0.08%
$100.16 - $110.14 $200 - $220
2.67K $269K
WRB
Berkley W R Corp

Financial Services
5
+ 0.15%
$76.65 - $87.49 $383 - $437
3.39K $266K
FXY
Invesco Currency Shares Japanese Yen Trust

ETFs
1.1K
+ 2.93%
$57.53 - $61.26 $63.2K - $67.3K
38.6K $2.22M
XLE
Energy Sector Spdr

ETFs
1.08K
+ 1.95%
$88.04 - $98.08 $95.2K - $106K
56.5K $5.15M
XLI
Industrial Sector Spdr

ETFs
178
+ 0.5%
$120.47 - $125.94 $21.4K - $22.4K
36K $4.39M
ADM
Archer Daniels Midland CO

Consumer Defensive
228
+ 0.3%
$58.37 - $63.9 $13.3K - $14.6K
75.4K $4.56M
EWW
Ishares Inc Msci Mexico ETF

ETFs
1.24K
+ 2.42%
$55.45 - $70.57 $68.6K - $87.3K
52.3K $2.96M
Activity Summary
Buys All Purchases 48 New Holdings 5 Increased Positions 43 Sells All Sells 24 Reductions 24 Sold out 0 Options Calls 1 Puts 2
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