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 $100.48 million in total holdings as of December 31, 2024.
International Private Wealth Advisors LLC owns shares of 152 different stocks, but just 77 companies or ETFs make up 80% of its holdings.
Approximately 36.97% of the portfolio was purchased this quarter.
About 1.93% of the portfolio was sold this quarter.
This quarter, International Private Wealth Advisors LLC has purchased 121 new stocks and bought additional shares in 95 stocks.
International Private Wealth Advisors LLC sold shares of 16 stocks and completely divested from 5 stocks this quarter.

Largest Holdings

SPDR S&P 500 ETF Trust: $8,083,384
Apple: $4,876,847
ETF OPPORTUNITIES TRUST: $3,217,331
Amazon.com: $3,166,675
NVIDIA: $2,949,029

Largest New Holdings this Quarter

iShares 20+ Year Treasury Bond ETF: $1,258,076 Holding
iShares 1-3 Year Treasury Bond ETF: $1,209,697 Holding
Eli Lilly and Company: $957,133 Holding
Fidelity Total Bond ETF: $849,613 Holding
iShares 3-7 Year Treasury Bond ETF: $819,827 Holding

Largest Purchases this Quarter

NVIDIA: 14,688 shares (about $1.97M)
Apple: 6,046 shares (about $1.51M)
SPDR Portfolio S&P 500 ETF: 21,164 shares (about $1.46M)
SPDR S&P 500 ETF Trust: 2,164 shares (about $1.27M)
iShares 20+ Year Treasury Bond ETF: 14,406 shares (about $1.26M)

Largest Sales this Quarter

JPMorgan Ultra-Short Income ETF: 8,472 shares (about $426.73K)
ETF OPPORTUNITIES TRUST: 9,934 shares (about $231.31K)
SPDR SSGA Fixed Income Sector Rotation ETF: 2,974 shares (about $75.42K)
PGIM Ultra Short Bond ETF: 1,052 shares (about $52.13K)
PIMCO Enhanced Short Maturity Exchange-Traded Fund: 514 shares (about $51.57K)

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	$8,083,384	$1,268,304 ▲	18.6%	13,792	8.0%	Finance
AAPL Apple	$4,876,847	$1,514,014 ▲	45.0%	19,475	4.9%	Computer and Technology
ETF OPPORTUNITIES TRUST	$3,217,331	$231,306 ▼	-6.7%	138,176	3.2%	IDX DYNAMIC FIXE
AMZN Amazon.com	$3,166,675	$1,075,011 ▲	51.4%	14,434	3.2%	Retail/Wholesale
NVDA NVIDIA	$2,949,029	$1,972,465 ▲	202.0%	21,960	2.9%	Computer and Technology
XLSR SPDR SSGA US Sector Rotation ETF	$2,642,355	$613,655 ▲	30.2%	49,445	2.6%	ETF
SPDW SPDR Portfolio Developed World ex-US ETF	$2,597,585	$1,213,178 ▲	87.6%	76,109	2.6%	ETF
COST Costco Wholesale	$2,587,016	$1,114,350 ▲	75.7%	2,823	2.6%	Retail/Wholesale
SPLG SPDR Portfolio S&P 500 ETF	$2,230,117	$1,459,031 ▲	189.2%	32,349	2.2%	ETF
MSFT Microsoft	$2,166,565	$1,138,079 ▲	110.7%	5,140	2.2%	Computer and Technology
SCHX Schwab US Large-Cap ETF	$1,637,064	$997,064 ▲	155.8%	70,624	1.6%	ETF
IJR iShares Core S&P Small-Cap ETF	$1,573,967	$451,762 ▲	40.3%	13,661	1.6%	ETF
SPEM SPDR Portfolio Emerging Markets ETF	$1,471,922	$21,756 ▲	1.5%	38,361	1.5%	ETF
IJH iShares Core S&P Mid-Cap ETF	$1,464,012	$857,496 ▲	141.4%	23,496	1.5%	ETF
SPAB SPDR Portfolio Aggregate Bond ETF	$1,408,239	$365,304 ▲	35.0%	56,352	1.4%	ETF
AGG iShares Core U.S. Aggregate Bond ETF	$1,274,023	$403,098 ▲	46.3%	13,148	1.3%	Finance
TLT iShares 20+ Year Treasury Bond ETF	$1,258,076	$1,258,076 ▲	New Holding	14,406	1.3%	ETF
BIL SPDR Bloomberg Barclays 1-3 Month T-Bill ETF	$1,239,806	$201,697 ▲	19.4%	13,560	1.2%	ETF
SHY iShares 1-3 Year Treasury Bond ETF	$1,209,697	$1,209,697 ▲	New Holding	14,756	1.2%	Manufacturing
FISR SPDR SSGA Fixed Income Sector Rotation ETF	$1,180,441	$75,423 ▼	-6.0%	46,546	1.2%	ETF
BSV Vanguard Short-Term Bond ETF	$1,081,254	$689,490 ▲	176.0%	13,993	1.1%	ETF
QQQ Invesco QQQ	$1,059,991	$423,894 ▲	66.6%	2,073	1.1%	Finance
PG Procter & Gamble	$1,000,806	$735,266 ▲	276.9%	5,970	1.0%	Consumer Staples
GLD SPDR Gold Shares	$986,922	$23,244 ▼	-2.3%	4,076	1.0%	Finance
LLY Eli Lilly and Company	$957,133	$957,133 ▲	New Holding	1,240	1.0%	Medical
JPST JPMorgan Ultra-Short Income ETF	$941,807	$426,730 ▼	-31.2%	18,698	0.9%	ETF
FBND Fidelity Total Bond ETF	$849,613	$849,613 ▲	New Holding	18,935	0.8%	ETF
WMT Walmart	$824,715	$470,362 ▲	132.7%	9,128	0.8%	Retail/Wholesale
IEI iShares 3-7 Year Treasury Bond ETF	$819,827	$819,827 ▲	New Holding	7,095	0.8%	ETF
IEF iShares 7-10 Year Treasury Bond ETF	$776,950	$776,950 ▲	New Holding	8,404	0.8%	ETF
IEMG iShares Core MSCI Emerging Markets ETF	$731,305	$505,971 ▲	224.5%	14,004	0.7%	ETF
SPTL SPDR Portfolio Long Term Treasury ETF	$717,107	$202,186 ▲	39.3%	27,381	0.7%	ETF
GOOG Alphabet	$678,660	$388,459 ▲	133.9%	3,564	0.7%	Computer and Technology
ANGL VanEck Fallen Angel High Yield Bond ETF	$678,275	$161,928 ▲	31.4%	23,658	0.7%	Manufacturing
MO Altria Group	$657,219	$52 ▲	0.0%	12,569	0.7%	Consumer Staples
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF	$647,326	$647,326 ▲	New Holding	6,059	0.6%	Finance
ABBV AbbVie	$644,048	$644,048 ▲	New Holding	3,624	0.6%	Medical
SPSM SPDR Portfolio S&P 600 Small Cap ETF	$611,917	$67,112 ▲	12.3%	13,622	0.6%	ETF
VCIT Vanguard Intermediate-Term Corporate Bond ETF	$603,309		0.0%	7,516	0.6%	ETF
OKE ONEOK	$585,391	$194,963 ▲	49.9%	5,831	0.6%	Oils/Energy
IP International Paper	$560,922	$37,728 ▼	-6.3%	10,422	0.6%	Basic Materials
GOOGL Alphabet	$553,606	$553,606 ▲	New Holding	2,924	0.6%	Computer and Technology
V Visa	$553,456	$280,995 ▲	103.1%	1,751	0.6%	Business Services
NKE NIKE	$547,441	$547,441 ▲	New Holding	7,235	0.5%	Consumer Discretionary
T AT&T	$528,684	$60,114 ▲	12.8%	23,218	0.5%	Computer and Technology
GRPM Invesco S&P MidCap 400 GARP ETF	$524,513	$156,497 ▲	42.5%	4,652	0.5%	ETF
QUAL iShares MSCI USA Quality Factor ETF	$516,460	$516,460 ▲	New Holding	2,900	0.5%	ETF
SCHD Schwab US Dividend Equity ETF	$504,054	$346,937 ▲	220.8%	18,450	0.5%	ETF
JNK SPDR Bloomberg High Yield Bond ETF	$501,999	$299,882 ▲	148.4%	5,258	0.5%	Finance
BRK.B Berkshire Hathaway	$485,916	$485,916 ▲	New Holding	1,072	0.5%	Finance
NI NiSource	$474,067	$3,125 ▼	-0.7%	12,896	0.5%	Utilities
MCD McDonald's	$468,050	$14,781 ▲	3.3%	1,615	0.5%	Retail/Wholesale
IEFA iShares Core MSCI EAFE ETF	$467,081	$29,377 ▲	6.7%	6,646	0.5%	ETF
SCHM Schwab U.S. Mid-Cap ETF	$461,704	$307,803 ▲	200.0%	16,662	0.5%	ETF
ETR Entergy	$460,428	$223,504 ▲	94.3%	6,073	0.5%	Utilities
HD Home Depot	$451,125	$18,667 ▲	4.3%	1,160	0.4%	Retail/Wholesale
PEG Public Service Enterprise Group	$450,256	$591 ▲	0.1%	5,329	0.4%	Utilities
XOM Exxon Mobil	$449,097	$221,268 ▲	97.1%	4,175	0.4%	Oils/Energy
TSLA Tesla	$447,455	$82,383 ▲	22.6%	1,108	0.4%	Auto/Tires/Trucks
VZ Verizon Communications	$445,542	$14,597 ▲	3.4%	11,141	0.4%	Computer and Technology
KMB Kimberly-Clark	$441,918	$9,829 ▲	2.3%	3,372	0.4%	Consumer Staples
KEY KeyCorp	$440,086	$463 ▼	-0.1%	25,676	0.4%	Finance
SPMD SPDR Portfolio S&P 400 Mid Cap ETF	$438,541	$22,586 ▲	5.4%	8,019	0.4%	ETF
USB U.S. Bancorp	$434,286		0.0%	9,080	0.4%	Finance
CFG Citizens Financial Group	$421,491	$3,282 ▼	-0.8%	9,632	0.4%	Finance
PFE Pfizer	$402,766	$15,334 ▲	4.0%	15,182	0.4%	Medical
MINT PIMCO Enhanced Short Maturity Exchange-Traded Fund	$400,156	$51,575 ▼	-11.4%	3,988	0.4%	ETF
HBAN Huntington Bancshares	$398,587	$797 ▼	-0.2%	24,498	0.4%	Finance
DTD WisdomTree Total U.S. Dividend Fund	$389,668	$389,668 ▲	New Holding	5,137	0.4%	Finance
TFC Truist Financial	$380,067	$6,681 ▲	1.8%	8,761	0.4%	Finance
JPM JPMorgan Chase & Co.	$371,490	$371,490 ▲	New Holding	1,550	0.4%	Finance
WSO Watsco	$370,562	$4,265 ▲	1.2%	782	0.4%	Construction
RF Regions Financial	$368,333	$2,446 ▼	-0.7%	15,660	0.4%	Finance
MBB iShares MBS ETF	$367,362	$367,362 ▲	New Holding	4,007	0.4%	ETF
UNH UnitedHealth Group	$365,089	$44,498 ▲	13.9%	722	0.4%	Medical
EIX Edison International	$362,212	$7,265 ▲	2.0%	4,537	0.4%	Utilities
CMS CMS Energy	$360,293	$5,998 ▲	1.7%	5,406	0.4%	Utilities
PRU Prudential Financial	$357,153	$4,267 ▲	1.2%	3,013	0.4%	Finance
TIP iShares TIPS Bond ETF	$354,812		0.0%	3,330	0.4%	ETF
D Dominion Energy	$353,990	$7,810 ▲	2.3%	6,572	0.4%	Utilities
IBM International Business Machines	$348,028	$3,738 ▼	-1.1%	1,583	0.3%	Computer and Technology
FITB Fifth Third Bancorp	$339,508	$3,256 ▲	1.0%	8,030	0.3%	Finance
NRG NRG Energy	$337,701	$1,714 ▲	0.5%	3,743	0.3%	Utilities
IQLT iShares MSCI Intl Quality Factor ETF	$337,385	$337,385 ▲	New Holding	9,089	0.3%	ETF
AEP American Electric Power	$331,268	$7,193 ▲	2.2%	3,592	0.3%	Utilities
ADP Automatic Data Processing	$324,930	$8,196 ▲	2.6%	1,110	0.3%	Business Services
PM Philip Morris International	$323,426	$3,009 ▼	-0.9%	2,687	0.3%	Consumer Staples
GWX SPDR S&P International Small Cap ETF	$322,116	$322,116 ▲	New Holding	10,396	0.3%	ETF
TSCO Tractor Supply	$321,278	$259,463 ▲	419.7%	6,055	0.3%	Retail/Wholesale
META Meta Platforms	$319,713	$319,713 ▲	New Holding	546	0.3%	Computer and Technology
LNT Alliant Energy	$318,698	$4,317 ▲	1.4%	5,389	0.3%	Utilities
OMC Omnicom Group	$314,209	$4,990 ▲	1.6%	3,652	0.3%	Business Services
SPDR SER TR	$305,098	$305,098 ▲	New Holding	11,787	0.3%	BLOOMBERG ENHNCD
GLDM SPDR Gold MiniShares Trust	$302,686	$1,144 ▼	-0.4%	5,822	0.3%	Finance
PPL PPL	$301,531	$325 ▲	0.1%	9,289	0.3%	Utilities
CAG Conagra Brands	$295,382	$14,625 ▲	5.2%	10,644	0.3%	Consumer Staples
DUK Duke Energy	$295,100	$295,100 ▲	New Holding	2,739	0.3%	Utilities
SPIB SPDR Portfolio Intermediate Term Corporate Bond ETF	$291,448	$291,448 ▲	New Holding	8,896	0.3%	ETF
PDBC Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF	$284,954	$284,954 ▲	New Holding	21,936	0.3%	Manufacturing
IVZ Invesco	$283,047	$2,063 ▲	0.7%	16,193	0.3%	Finance

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