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 Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$165M
$519,000 0.21% of portfolio
51,481
Q4 2024 Reduced 38.01%

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
Track This Portfolio

Track Private Wealth Advisors, LLC Portfolio

Follow Private Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Private Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Private Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email