International Private Wealth Advisors LLC Top Holdings and 13F Report (2025)

About International Private Wealth Advisors LLC

Investment Activity

International Private Wealth Advisors LLC has $104.34 million in total holdings as of March 31, 2025.
International Private Wealth Advisors LLC owns shares of 153 different stocks, but just 77 companies or ETFs make up 80% of its holdings.
Approximately 12.15% of the portfolio was purchased this quarter.
About 7.27% of the portfolio was sold this quarter.
This quarter, International Private Wealth Advisors LLC has purchased 152 new stocks and bought additional shares in 86 stocks.
International Private Wealth Advisors LLC sold shares of 50 stocks and completely divested from 12 stocks this quarter.

Largest Holdings

SPDR S&P 500 ETF Trust: $6,900,947
Apple: $4,623,331
SPDR Portfolio Developed World ex-US ETF: $3,793,000
ETF OPPORTUNITIES TRUST: $3,240,523
SPDR SER TR: $2,950,801

Largest New Holdings this Quarter

040413205 - ARISTA NETWORKS INC: $599,540 Holding
78464A367 - SPDR Portfolio Long Term Corporate Bond ETF: $430,433 Holding
74460D109 - Public Storage: $409,429 Holding
78463X103 - SPDR Portfolio Europe ETF: $409,371 Holding
191216100 - Coca-Cola: $340,911 Holding

Largest Purchases this Quarter

SPDR SER TR: 94,702 shares (about $2.62M)
SPDR Portfolio Developed World ex-US ETF: 28,066 shares (about $1.02M)
ARISTA NETWORKS INC: 7,738 shares (about $599.54K)
SPDR Portfolio Long Term Corporate Bond ETF: 19,071 shares (about $430.43K)
Public Storage: 1,368 shares (about $409.43K)

Largest Sales this Quarter

SPDR S&P 500 ETF Trust: 1,455 shares (about $813.88K)
NVIDIA: 4,144 shares (about $449.13K)
iShares Core U.S. Aggregate Bond ETF: 3,042 shares (about $300.90K)
Kimberly-Clark: 1,592 shares (about $226.45K)
SPDR Portfolio S&P 600 Small Cap ETF: 5,494 shares (about $223.93K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
SPY SPDR S&P 500 ETF Trust	$6,900,947	$813,883 ▼	-10.5%	12,337	6.6%	Finance
AAPL Apple	$4,623,331	$297,427 ▲	6.9%	20,814	4.4%	Computer and Technology
SPDW SPDR Portfolio Developed World ex-US ETF	$3,793,000	$1,021,880 ▲	36.9%	104,175	3.6%	ETF
ETF OPPORTUNITIES TRUST	$3,240,523	$47,966 ▲	1.5%	140,252	3.1%	IDX DYNAMIC FIXE
SPDR SER TR	$2,950,801	$2,624,184 ▲	803.4%	106,489	2.8%	BLOOMBERG ENHNCD
XLSR SPDR SSGA US Sector Rotation ETF	$2,812,681	$302,338 ▲	12.0%	55,400	2.7%	ETF
AMZN Amazon.com	$2,774,371	$28,158 ▲	1.0%	14,582	2.7%	Retail/Wholesale
COST Costco Wholesale	$2,509,553	$160,808 ▼	-6.0%	2,653	2.4%	Retail/Wholesale
SPLG SPDR Portfolio S&P 500 ETF	$2,381,046	$253,769 ▲	11.9%	36,208	2.3%	ETF
MSFT Microsoft	$2,030,385	$100,975 ▲	5.2%	5,409	1.9%	Computer and Technology
NVDA NVIDIA	$1,930,914	$449,130 ▼	-18.9%	17,816	1.9%	Computer and Technology
SPAB SPDR Portfolio Aggregate Bond ETF	$1,646,231	$207,002 ▲	14.4%	64,457	1.6%	ETF
SPEM SPDR Portfolio Emerging Markets ETF	$1,623,157	$112,875 ▲	7.5%	41,228	1.6%	ETF
SCHX Schwab US Large-Cap ETF	$1,532,308	$27,070 ▼	-1.7%	69,398	1.5%	ETF
TLT iShares 20+ Year Treasury Bond ETF	$1,491,253	$179,875 ▲	13.7%	16,382	1.4%	ETF
FISR SPDR SSGA Fixed Income Sector Rotation ETF	$1,490,691	$286,078 ▲	23.7%	57,600	1.4%	ETF
IJR iShares Core S&P Small-Cap ETF	$1,490,491	$62,008 ▲	4.3%	14,254	1.4%	ETF
IJH iShares Core S&P Mid-Cap ETF	$1,422,692	$51,698 ▲	3.8%	24,382	1.4%	ETF
SHY iShares 1-3 Year Treasury Bond ETF	$1,289,926	$69,162 ▲	5.7%	15,592	1.2%	Manufacturing
PG Procter & Gamble	$1,202,773	$185,409 ▲	18.2%	7,058	1.2%	Consumer Staples
GLD SPDR Gold Shares	$1,158,323	$16,136 ▼	-1.4%	4,020	1.1%	Finance
BIL SPDR Bloomberg Barclays 1-3 Month T-Bill ETF	$1,122,308	$121,541 ▼	-9.8%	12,235	1.1%	ETF
BSV Vanguard Short-Term Bond ETF	$1,095,836	$470 ▲	0.0%	13,999	1.1%	ETF
QQQ Invesco QQQ	$1,029,474	$57,219 ▲	5.9%	2,195	1.0%	Finance
AGG iShares Core U.S. Aggregate Bond ETF	$999,637	$300,900 ▼	-23.1%	10,106	1.0%	Finance
LLY Eli Lilly and Company	$987,704	$36,337 ▼	-3.5%	1,196	0.9%	Medical
JPST JPMorgan Ultra-Short Income ETF	$973,806	$27,137 ▲	2.9%	19,234	0.9%	ETF
IEMG iShares Core MSCI Emerging Markets ETF	$942,941	$187,163 ▲	24.8%	17,472	0.9%	ETF
IEF iShares 7-10 Year Treasury Bond ETF	$900,484	$98,994 ▲	12.4%	9,442	0.9%	ETF
SPTL SPDR Portfolio Long Term Treasury ETF	$891,046	$144,641 ▲	19.4%	32,687	0.9%	ETF
IEI iShares 3-7 Year Treasury Bond ETF	$885,422	$47,254 ▲	5.6%	7,495	0.8%	ETF
MO Altria Group	$852,350	$97,953 ▲	13.0%	14,201	0.8%	Consumer Staples
FBND Fidelity Total Bond ETF	$849,181	$15,201 ▼	-1.8%	18,602	0.8%	ETF
T AT&T	$730,214	$73,612 ▲	11.2%	25,821	0.7%	Computer and Technology
WMT Walmart	$715,313	$86,034 ▼	-10.7%	8,148	0.7%	Retail/Wholesale
ANGL VanEck Fallen Angel High Yield Bond ETF	$682,770		0.0%	23,658	0.7%	Manufacturing
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF	$659,884	$1,304 ▲	0.2%	6,071	0.6%	Finance
GOOG Alphabet	$638,075	$81,244 ▲	14.6%	4,084	0.6%	Computer and Technology
HD Home Depot	$633,945	$208,872 ▲	49.1%	1,730	0.6%	Retail/Wholesale
ABBV AbbVie	$619,002	$140,397 ▼	-18.5%	2,954	0.6%	Medical
ARISTA NETWORKS INC	$599,540	$599,540 ▲	New Holding	7,738	0.6%	COM SHS
V Visa	$596,944	$16,825 ▼	-2.7%	1,703	0.6%	Business Services
OKE ONEOK	$590,423	$11,906 ▲	2.1%	5,951	0.6%	Energy
BRK.B Berkshire Hathaway	$585,838	$14,912 ▲	2.6%	1,100	0.6%	Finance
VZ Verizon Communications	$550,689	$45,316 ▲	9.0%	12,140	0.5%	Computer and Technology
PEG Public Service Enterprise Group	$525,727	$87,155 ▲	19.9%	6,388	0.5%	Utilities
MCD McDonald's	$521,047	$16,556 ▲	3.3%	1,668	0.5%	Retail/Wholesale
VCIT Vanguard Intermediate-Term Corporate Bond ETF	$516,560	$97,949 ▼	-15.9%	6,318	0.5%	ETF
QUAL iShares MSCI USA Quality Factor ETF	$511,826	$16,235 ▲	3.3%	2,995	0.5%	ETF
PM Philip Morris International	$500,938	$74,442 ▲	17.5%	3,156	0.5%	Consumer Staples
IEFA iShares Core MSCI EAFE ETF	$495,129	$7,641 ▼	-1.5%	6,545	0.5%	ETF
GRPM Invesco S&P MidCap 400 GARP ETF	$486,228	$838 ▼	-0.2%	4,644	0.5%	ETF
SCHD Schwab US Dividend Equity ETF	$478,284	$37,578 ▼	-7.3%	17,106	0.5%	ETF
SPMD SPDR Portfolio S&P 400 Mid Cap ETF	$468,451	$58,038 ▲	14.1%	9,153	0.4%	ETF
AEP American Electric Power	$464,034	$71,566 ▲	18.2%	4,247	0.4%	Utilities
CFG Citizens Financial Group	$460,635	$66,004 ▲	16.7%	11,243	0.4%	Finance
NKE NIKE	$457,134	$2,158 ▼	-0.5%	7,201	0.4%	Consumer Discretionary
MINT PIMCO Enhanced Short Maturity Exchange-Traded Fund	$449,973	$48,700 ▲	12.1%	4,472	0.4%	ETF
CMS CMS Energy	$439,480	$33,425 ▲	8.2%	5,851	0.4%	Utilities
JPM JPMorgan Chase & Co.	$436,832	$56,658 ▲	14.9%	1,781	0.4%	Finance
SCHM Schwab U.S. Mid-Cap ETF	$436,544		0.0%	16,662	0.4%	ETF
USB U.S. Bancorp	$431,297	$47,922 ▲	12.5%	10,215	0.4%	Finance
SPLB SPDR Portfolio Long Term Corporate Bond ETF	$430,433	$430,433 ▲	New Holding	19,071	0.4%	ETF
ETR Entergy	$428,570	$90,621 ▼	-17.5%	5,013	0.4%	Utilities
LNT Alliant Energy	$416,984	$70,205 ▲	20.2%	6,480	0.4%	Utilities
IBM International Business Machines	$410,560	$16,910 ▲	4.3%	1,651	0.4%	Computer and Technology
PSA Public Storage	$409,429	$409,429 ▲	New Holding	1,368	0.4%	Finance
SPEU SPDR Portfolio Europe ETF	$409,371	$409,371 ▲	New Holding	9,302	0.4%	ETF
TFC Truist Financial	$403,102	$42,590 ▲	11.8%	9,796	0.4%	Finance
D Dominion Energy	$400,732	$32,240 ▲	8.7%	7,147	0.4%	Utilities
DTD WisdomTree Total U.S. Dividend Fund	$395,447	$154 ▲	0.0%	5,139	0.4%	Finance
WSO Watsco	$389,214	$8,130 ▼	-2.0%	766	0.4%	Construction
EMHC SPDR Bloomberg Emerging Markets USD Bond ETF	$388,499	$114,117 ▲	41.6%	16,079	0.4%	ETF
SRLN SPDR Blackstone Senior Loan ETF	$387,819	$128,327 ▲	49.5%	9,429	0.4%	ETF
PPL PPL	$386,576	$51,166 ▲	15.3%	10,706	0.4%	Utilities
RF Regions Financial	$375,938	$35,638 ▲	10.5%	17,300	0.4%	Finance
MBB iShares MBS ETF	$375,683	$94 ▼	0.0%	4,006	0.4%	ETF
IQLT iShares MSCI Intl Quality Factor ETF	$370,190	$9,446 ▲	2.6%	9,327	0.4%	ETF
TIP iShares TIPS Bond ETF	$369,930		0.0%	3,330	0.4%	ETF
OGE OGE Energy	$366,917	$58,510 ▲	19.0%	7,983	0.4%	Utilities
UNH UnitedHealth Group	$365,626	$12,572 ▼	-3.3%	698	0.4%	Medical
KEY KeyCorp	$363,727	$46,835 ▼	-11.4%	22,747	0.3%	Finance
GWX SPDR S&P International Small Cap ETF	$363,400	$31,130 ▲	9.4%	11,370	0.3%	ETF
DTE DTE Energy	$361,262	$41,753 ▲	13.1%	2,613	0.3%	Utilities
PRU Prudential Financial	$359,425	$22,897 ▲	6.8%	3,218	0.3%	Finance
IP International Paper	$358,042	$197,987 ▼	-35.6%	6,711	0.3%	Basic Materials
HBAN Huntington Bancshares	$357,548	$10,162 ▼	-2.8%	23,821	0.3%	Finance
WEC WEC Energy Group	$356,796	$49,803 ▲	16.2%	3,274	0.3%	Utilities
XOM Exxon Mobil	$356,413	$140,092 ▼	-28.2%	2,997	0.3%	Energy
NI NiSource	$356,167	$160,844 ▼	-31.1%	8,884	0.3%	Utilities
GOOGL Alphabet	$352,663	$99,414 ▼	-22.0%	2,281	0.3%	Computer and Technology
OMC Omnicom Group	$345,806	$43,029 ▲	14.2%	4,171	0.3%	Business Services
DUK Duke Energy	$345,541	$11,465 ▲	3.4%	2,833	0.3%	Utilities
KO Coca-Cola	$340,911	$340,911 ▲	New Holding	4,760	0.3%	Consumer Staples
GLDM SPDR Gold MiniShares Trust	$336,805	$23,518 ▼	-6.5%	5,442	0.3%	Finance
SPSM SPDR Portfolio S&P 600 Small Cap ETF	$331,286	$223,928 ▼	-40.3%	8,128	0.3%	ETF
FITB Fifth Third Bancorp	$329,492	$14,701 ▲	4.7%	8,405	0.3%	Finance
EIX Edison International	$326,775	$59,451 ▲	22.2%	5,546	0.3%	Utilities
CVX Chevron	$312,766	$16,056 ▲	5.4%	1,870	0.3%	Energy
META Meta Platforms	$308,959	$5,764 ▼	-1.8%	536	0.3%	Computer and Technology

Showing largest 100 holdings. View all holdings.

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International Private Wealth Advisors LLC Top Holdings and 13F Report (2025)

About International Private Wealth Advisors LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

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International Private Wealth Advisors LLC Top Holdings and 13F Report (2025)

About International Private Wealth Advisors LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofInternational Private Wealth Advisors LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools