International Private Wealth Advisors LLC Top Holdings and 13F Report (2024) About International Private Wealth Advisors LLCInvestment ActivityInternational Private Wealth Advisors LLC has $68.25 million in total holdings as of September 30, 2024.International Private Wealth Advisors LLC owns shares of 121 different stocks, but just 67 companies or ETFs make up 80% of its holdings.Approximately 13.91% of the portfolio was purchased this quarter.About 6.83% of the portfolio was sold this quarter.This quarter, International Private Wealth Advisors LLC has purchased 121 new stocks and bought additional shares in 24 stocks.International Private Wealth Advisors LLC sold shares of 86 stocks and completely divested from 7 stocks this quarter.Largest Holdings SPDR S&P 500 ETF Trust $6,671,752ETF OPPORTUNITIES TRUST $3,545,753Apple $3,129,053SPDR SSGA US Sector Rotation ETF $1,967,755Schwab US Large-Cap ETF $1,873,338 Largest New Holdings this Quarter SPDR Portfolio S&P 400 Mid Cap ETF $415,915 HoldingVanguard Short-Term Bond ETF $398,958 HoldingUnitedHealth Group $370,742 HoldingiShares Core MSCI Emerging Markets ETF $247,702 HoldingSchwab International Small-Cap Equity ETF $241,275 Holding Largest Purchases this Quarter Apple 9,893 shares (about $2.31M)SPDR S&P 500 ETF Trust 1,748 shares (about $1.00M)SPDR Portfolio Emerging Markets ETF 20,643 shares (about $852.14K)Amazon.com 3,854 shares (about $718.12K)SPDR Portfolio Aggregate Bond ETF 19,790 shares (about $517.32K) Largest Sales this Quarter SPDR Portfolio Developed World ex-US ETF 7,968 shares (about $299.28K)ETF OPPORTUNITIES TRUST 10,138 shares (about $242.70K)JPMorgan Ultra-Short Income ETF 4,763 shares (about $241.68K)SPDR Gold MiniShares Trust 2,904 shares (about $151.39K)Alphabet 884 shares (about $147.80K) Sector Allocation Over TimeMap of 500 Largest Holdings ofInternational Private Wealth Advisors LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSPYSPDR S&P 500 ETF Trust$6,671,752$1,002,943 ▲17.7%11,6289.8%FinanceETF OPPORTUNITIES TRUST$3,545,753$242,704 ▼-6.4%148,1105.2%IDX DYNAMIC FIXEAAPLApple$3,129,053$2,305,140 ▲279.8%13,4294.6%Computer and TechnologyXLSRSPDR SSGA US Sector Rotation ETF$1,967,755$480,820 ▲32.3%37,9622.9%ETFSCHXSchwab US Large-Cap ETF$1,873,338$56,994 ▼-3.0%27,6102.7%ETFAMZNAmazon.com$1,776,470$718,116 ▲67.9%9,5342.6%Retail/WholesaleSPEMSPDR Portfolio Emerging Markets ETF$1,560,136$852,143 ▲120.4%37,7942.3%ETFSPDWSPDR Portfolio Developed World ex-US ETF$1,523,537$299,276 ▼-16.4%40,5632.2%ETFCOSTCostco Wholesale$1,425,011$6,207 ▲0.4%1,6072.1%Retail/WholesaleJPSTJPMorgan Ultra-Short Income ETF$1,378,619$241,677 ▼-14.9%27,1702.0%ETFFISRSPDR SSGA Fixed Income Sector Rotation ETF$1,316,676$318,560 ▲31.9%49,5201.9%ETFIJRiShares Core S&P Small-Cap ETF$1,139,191$22,339 ▲2.0%9,7401.7%ETFSPABSPDR Portfolio Aggregate Bond ETF$1,090,937$517,315 ▲90.2%41,7341.6%ETFMSFTMicrosoft$1,049,955$102,414 ▼-8.9%2,4401.5%Computer and TechnologyBILSPDR Bloomberg Barclays 1-3 Month T-Bill ETF$1,042,393$168,468 ▲19.3%11,3541.5%ETFGLDSPDR Gold Shares$1,014,046$345,631 ▲51.7%4,1721.5%FinanceAGGiShares Core U.S. Aggregate Bond ETF$910,215$37,267 ▲4.3%8,9881.3%FinanceNVDANVIDIA$883,112$29,146 ▼-3.2%7,2721.3%Computer and TechnologySPLGSPDR Portfolio S&P 500 ETF$755,119$254,789 ▲50.9%11,1851.1%ETFMOAltria Group$641,494$44,815 ▼-6.5%12,5680.9%Consumer StaplesVCITVanguard Intermediate-Term Corporate Bond ETF$629,4650.0%7,5160.9%ETFQQQInvesco QQQ$607,159$195,228 ▲47.4%1,2440.9%FinanceIJHiShares Core S&P Mid-Cap ETF$606,610$1,620 ▲0.3%9,7340.9%ETFSPTLSPDR Portfolio Long Term Treasury ETF$571,544$75,175 ▼-11.6%19,6610.8%ETFSPSMSPDR Portfolio S&P 600 Small Cap ETF$551,959$224,279 ▲68.4%12,1280.8%ETFIPInternational Paper$543,368$47,043 ▼-8.0%11,1230.8%Basic MaterialsANGLVanEck Fallen Angel High Yield Bond ETF$529,674$93,289 ▼-15.0%18,0100.8%ManufacturingSCHDSchwab US Dividend Equity ETF$486,132$18,935 ▼-3.7%5,7510.7%ETFIEFAiShares Core MSCI EAFE ETF$486,095$50,030 ▲11.5%6,2280.7%ETFVZVerizon Communications$483,950$20,704 ▼-4.1%10,7760.7%Computer and TechnologyMCDMcDonald's$476,350$19,797 ▼-4.0%1,5640.7%Retail/WholesalePEGPublic Service Enterprise Group$474,793$35,864 ▼-7.0%5,3220.7%UtilitiesKMBKimberly-Clark$469,143$28,459 ▼-5.7%3,2970.7%Consumer StaplesSCHMSchwab U.S. Mid-Cap ETF$461,4820.0%5,5540.7%ETFMINTPIMCO Enhanced Short Maturity Exchange-Traded Fund$453,306$12,486 ▼-2.7%4,5020.7%ETFTAT&T$452,709$28,534 ▼-5.9%20,5780.7%Computer and TechnologyHDHome Depot$450,461$18,634 ▼-4.0%1,1120.7%Retail/WholesaleNINiSource$449,792$27,859 ▼-5.8%12,9810.7%UtilitiesKEYKeyCorp$430,526$23,065 ▼-5.1%25,7030.6%FinancePFEPfizer$422,650$20,403 ▼-4.6%14,6040.6%MedicalSPMDSPDR Portfolio S&P 400 Mid Cap ETF$415,915$415,915 ▲New Holding7,6060.6%ETFUSBU.S. Bancorp$415,208$19,617 ▼-4.5%9,0800.6%FinanceETREntergy$411,262$28,426 ▼-6.5%3,1250.6%UtilitiesBSVVanguard Short-Term Bond ETF$398,958$398,958 ▲New Holding5,0700.6%ETFCFGCitizens Financial Group$398,659$24,477 ▼-5.8%9,7070.6%FinanceEIXEdison International$387,221$25,780 ▼-6.2%4,4460.6%UtilitiesGRPMInvesco S&P MidCap 400 GARP ETF$382,149$20,372 ▼-5.1%3,2640.6%ETFWSOWatsco$380,330$17,221 ▼-4.3%7730.6%ConstructionCMSCMS Energy$375,499$20,131 ▼-5.1%5,3160.6%UtilitiesOMCOmnicom Group$371,552$16,851 ▼-4.3%3,5940.5%Business ServicesDDominion Energy$371,400$20,630 ▼-5.3%6,4270.5%UtilitiesUNHUnitedHealth Group$370,742$370,742 ▲New Holding6340.5%MedicalTFCTruist Financial$368,100$18,946 ▼-4.9%8,6070.5%FinanceTIPiShares TIPS Bond ETF$367,8650.0%3,3300.5%ETFRFRegions Financial$367,778$21,814 ▼-5.6%15,7640.5%FinanceHBANHuntington Bancshares$360,846$16,288 ▼-4.3%24,5470.5%FinanceAEPAmerican Electric Power$360,573$20,830 ▼-5.5%3,5140.5%UtilitiesPRUPrudential Financial$360,459$20,221 ▼-5.3%2,9770.5%FinanceFMCFMC$356,001$19,056 ▼-5.1%5,3990.5%Consumer StaplesOKEONEOK$354,393$24,878 ▼-6.6%3,8890.5%Oils/EnergyIBMInternational Business Machines$353,711$19,012 ▼-5.1%1,6000.5%Computer and TechnologyFITBFifth Third Bancorp$340,722$23,649 ▼-6.5%7,9530.5%FinanceNRGNRG Energy$339,222$17,581 ▼-4.9%3,7240.5%UtilitiesTSCOTractor Supply$338,933$41,603 ▼-10.9%1,1650.5%Retail/WholesaleBBYBest Buy$330,086$22,626 ▼-6.4%3,1950.5%Retail/WholesalePMPhilip Morris International$329,177$19,906 ▼-5.7%2,7120.5%Consumer StaplesCAGConagra Brands$329,001$14,699 ▼-4.3%10,1170.5%Consumer StaplesLNTAlliant Energy$322,654$21,304 ▼-6.2%5,3160.5%UtilitiesWMTWalmart$316,702$91,409 ▼-22.4%3,9220.5%Retail/WholesalePULSPGIM Ultra Short Bond ETF$310,329$12,246 ▼-3.8%6,2340.5%ETFPPLPPL$306,954$16,342 ▼-5.1%9,2790.4%UtilitiesGLDMSPDR Gold MiniShares Trust$304,648$151,386 ▼-33.2%5,8440.4%FinanceADPAutomatic Data Processing$299,422$27,120 ▼-8.3%1,0820.4%Business ServicesTNADirexion Daily Small Cap Bull 3X Shares$298,053$15,874 ▲5.6%6,7220.4%ETFDTEDTE Energy$291,289$16,953 ▼-5.5%2,2680.4%UtilitiesMKCMcCormick & Company, Incorporated$287,227$36,212 ▼-11.2%3,4900.4%Consumer StaplesFNFFidelity National Financial$287,203$14,522 ▼-4.8%4,6280.4%FinanceFFord Motor$284,572$9,493 ▼-3.2%26,9480.4%Auto/Tires/TrucksIVZInvesco$282,275$15,382 ▼-5.2%16,0750.4%FinanceLYBLyondellBasell Industries$280,942$11,890 ▼-4.1%2,9300.4%Basic MaterialsCLColgate-Palmolive$278,418$56,888 ▼-17.0%2,6820.4%Consumer StaplesIPGInterpublic Group of Companies$277,920$12,272 ▼-4.2%8,7870.4%Business ServicesFEFirstEnergy$275,217$12,284 ▼-4.3%6,2060.4%UtilitiesOGEOGE Energy$274,523$19,199 ▼-6.5%6,6920.4%UtilitiesPGProcter & Gamble$274,268$34,110 ▼-11.1%1,5840.4%Consumer StaplesAMGNAmgen$270,656$18,044 ▼-6.3%8400.4%MedicalCLXClorox$269,779$29,813 ▼-10.0%1,6560.4%Consumer StaplesPAYXPaychex$267,575$28,985 ▼-9.8%1,9940.4%Business ServicesNEMNewmont$266,570$22,290 ▼-7.7%4,9870.4%Basic MaterialsPEPPepsiCo$265,278$5,952 ▼-2.2%1,5600.4%Consumer StaplesWECWEC Energy Group$262,691$11,254 ▼-4.1%2,7310.4%UtilitiesHSYHershey$260,437$9,973 ▼-3.7%1,3580.4%Consumer StaplesBENFranklin Resources$259,368$5,299 ▼-2.0%12,8720.4%FinanceVLOValero Energy$257,625$8,371 ▼-3.1%1,9080.4%Oils/EnergyCVXChevron$257,142$8,689 ▼-3.3%1,7460.4%Oils/EnergyHPQHP$256,344$19,048 ▼-6.9%7,1460.4%Computer and TechnologyGOOGAlphabet$254,810$147,803 ▼-36.7%1,5240.4%Computer and TechnologySONSonoco Products$253,737$8,849 ▼-3.4%4,6450.4%Industrial ProductsSTXSeagate Technology$253,513$12,046 ▼-4.5%2,3150.4%Computer and TechnologyCMAComerica$252,963$10,605 ▼-4.0%4,2220.4%FinanceShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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