The Analysis of International Private Wealth Advisors LLC's Holdings
Currently, International Private Wealth Advisors LLC holds 156 types of securities in its portfolio with a total value $158.8M. In the most recent quarter, they have increased their positions in IEI (+24.6K shares, valued at $2.9M), DFAU (+35.2K shares, valued at $1.6M), META (+1.8K shares, valued at $1.2M); decreased their positions in NVDA (-19.5K shares, valued at $3.6M), SHY (-36.8K shares, valued at $3.0M), LLY (-1.2K shares, valued at $1.3M); initiated new positions in VCIT (+7.6K shares, valued at $636.5K), IEF (+3.7K shares, valued at $352.0K), URTY (+5.8K shares, valued at $307.8K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
SPY SPDR S&P 500 ETF TR16.6K shares1.78%2025-12-312026-01-14
DFAU DIMENSIONAL ETF TRUST151.3K shares30.33%2025-12-312026-01-14 IEI ISHARES TR54.2K shares83.20%2025-12-312026-01-14 SPDW SPDR INDEX SHS FDS110.5K shares16.98%2025-12-312026-01-14 TLT ISHARES TR53.7K shares-1.83%2025-12-312026-01-14 AMZN AMAZON COM INC19.2K shares-6.48%2025-12-312026-01-14 XLSR SSGA ACTIVE TR63.1K shares3.00%2025-12-312026-01-14 DFGP DIMENSIONAL ETF TRUST67.3K shares31.11%2025-12-312026-01-14 AAPL APPLE INC12.6K shares1.79%2025-12-312026-01-14 SPYM SPDR SERIES TRUST42.0K shares-0.40%2025-12-312026-01-14 DFCF DIMENSIONAL ETF TRUST73.5K shares24.04%2025-12-312026-01-14 MSFT MICROSOFT CORP6.4K shares-18.92%2025-12-312026-01-14 CERY SPDR SERIES TRUST102.2K shares-6.21%2025-12-312026-01-14 META META PLATFORMS INC4.4K shares66.59%2025-12-312026-01-14 COST COSTCO WHSL CORP NEW3.3K shares-15.81%2025-12-312026-01-14 NVDA NVIDIA CORPORATION14.7K shares-57.11%2025-12-312026-01-14 ALPHABET INC ALPHABET INC7.6K shares-32.91%2025-12-312026-01-14 LLY ELI LILLY & CO1.8K shares-39.91%2025-12-312026-01-14 ABBV ABBVIE INC8.5K shares24.85%2025-12-312026-01-14 DYFI ETF OPPORTUNITIES TRUST81.8K shares-29.94%2025-12-312026-01-14 SPEM SPDR INDEX SHS FDS39.5K shares4.85%2025-12-312026-01-14 FISR SSGA ACTIVE TR71.0K shares36.34%2025-12-312026-01-14 SPAB SPDR SERIES TRUST69.4K shares11.99%2025-12-312026-01-14 DFAT DIMENSIONAL ETF TRUST29.1K shares31.47%2025-12-312026-01-14 DUHP DIMENSIONAL ETF TRUST45.2K shares30.64%2025-12-312026-01-14 DFAI DIMENSIONAL ETF TRUST43.8K shares29.63%2025-12-312026-01-14 IJR ISHARES TR13.8K shares-0.26%2025-12-312026-01-14 GLD SPDR GOLD TR4.1K shares-2.79%2025-12-312026-01-14 JPM JPMORGAN CHASE & CO.5.0K shares142.69%2025-12-312026-01-14 IJH ISHARES TR23.3K shares0.34%2025-12-312026-01-14 PLTR PALANTIR TECHNOLOGIES INC8.6K shares44.21%2025-12-312026-01-14 MO ALTRIA GROUP INC24.8K shares153.51%2025-12-312026-01-14 VZ VERIZON COMMUNICATIONS INC32.9K shares207.94%2025-12-312026-01-14 KMI KINDER MORGAN INC DEL47.6K shares153.80%2025-12-312026-01-14 IEMG ISHARES INC18.9K shares0.40%2025-12-312026-01-14 SPTL SPDR SERIES TRUST44.9K shares105.76%2025-12-312026-01-14 WMT WALMART INC10.5K shares-30.31%2025-12-312026-01-14 GEV GE VERNOVA INC1.8K shares47.69%2025-12-312026-01-14 V VISA INC3.1K shares-12.40%2025-12-312026-01-14 SCHX SCHWAB STRATEGIC TR39.5K shares-17.29%2025-12-312026-01-14 PANW PALO ALTO NETWORKS INC5.8K shares38.38%2025-12-312026-01-14 SPSM SPDR SERIES TRUST21.7K shares-15.35%2025-12-312026-01-14 AGG ISHARES TR9.5K shares7.20%2025-12-312026-01-14 IBIT ISHARES BITCOIN TRUST ETF17.5K shares89.54%2025-12-312026-01-14 ALLW SSGA ACTIVE TR28.4K shares-4.91%2025-12-312026-01-14 TSLA TESLA INC1.7K shares1.59%2025-12-312026-01-14 LQD ISHARES TR6.3K shares-0.66%2025-12-312026-01-14 BSV VANGUARD BD INDEX FDS8.5K shares0.07%2025-12-312026-01-14 SPMD SPDR SERIES TRUST11.1K shares8.74%2025-12-312026-01-14 VCIT VANGUARD SCOTTSDALE FDS7.6K sharesnew addition2025-12-312026-01-14 QUAL ISHARES TR3.0K shares-0.44%2025-12-312026-01-14 DFEV DIMENSIONAL ETF TRUST17.0K shares27.71%2025-12-312026-01-14 DFAE DIMENSIONAL ETF TRUST17.2K shares27.98%2025-12-312026-01-14 EMHC SPDR SERIES TRUST22.0K shares5.93%2025-12-312026-01-14 DFIV DIMENSIONAL ETF TRUST11.0K shares28.10%2025-12-312026-01-14 IEFA ISHARES TR6.1K shares0.49%2025-12-312026-01-14 SRLN SSGA ACTIVE ETF TR13.2K shares7.01%2025-12-312026-01-14 XLF SELECT SECTOR SPDR TR9.8K shares49.44%2025-12-312026-01-14 DIHP DIMENSIONAL ETF TRUST16.8K shares28.53%2025-12-312026-01-14 RTX RTX CORPORATION2.9K shares26.57%2025-12-312026-01-14 TROW PRICE T ROWE GROUP INC4.9K shares4.02%2025-12-312026-01-14 FBND FIDELITY MERRIMACK STR TR10.9K shares-24.20%2025-12-312026-01-14 SCHM SCHWAB STRATEGIC TR16.7K shares0.00%2025-12-312026-01-14 GWX SPDR INDEX SHS FDS12.2K shares1.21%2025-12-312026-01-14 GBTC GRAYSCALE BITCOIN TRUST ETF7.0K shares0.00%2025-12-312026-01-14 BROADCOM INC BROADCOM INC1.4K shares-4.65%2025-12-312026-01-14 NKE NIKE INC7.2K shares-0.36%2025-12-312026-01-14 PFE PFIZER INC18.3K shares-0.58%2025-12-312026-01-14 CVX CHEVRON CORP NEW3.0K shares0.37%2025-12-312026-01-14 SCHC SCHWAB STRATEGIC TR9.7K shares9.29%2025-12-312026-01-14 F FORD MTR CO33.7K shares-3.60%2025-12-312026-01-14 HD HOME DEPOT INC1.3K shares-0.62%2025-12-312026-01-14 EIX EDISON INTL7.4K shares0.12%2025-12-312026-01-14 PRU PRUDENTIAL FINL INC3.7K shares5.35%2025-12-312026-01-14 MCD MCDONALDS CORP1.4K shares-6.55%2025-12-312026-01-14 USB US BANCORP DEL7.7K shares-1.65%2025-12-312026-01-14 T AT&T INC16.5K shares7.22%2025-12-312026-01-14 KEY KEYCORP19.5K shares-0.65%2025-12-312026-01-14 IQLT ISHARES TR8.8K shares-2.98%2025-12-312026-01-14 RF REGIONS FINANCIAL CORP NEW14.5K shares2.38%2025-12-312026-01-14 TFC TRUIST FINL CORP7.9K shares-3.02%2025-12-312026-01-14 ADM ARCHER DANIELS MIDLAND CO6.7K shares1.78%2025-12-312026-01-14 TIP ISHARES TR3.5K shares5.71%2025-12-312026-01-14 DTD WISDOMTREE TR4.5K shares-12.59%2025-12-312026-01-14 CFG CITIZENS FINL GROUP INC6.5K shares-3.87%2025-12-312026-01-14 XOM EXXON MOBIL CORP3.1K shares17.94%2025-12-312026-01-14 CRWD CROWDSTRIKE HLDGS INC792 shares0.00%2025-12-312026-01-14 D DOMINION ENERGY INC6.3K shares-0.29%2025-12-312026-01-14 GRPM INVESCO EXCHANGE TRADED FD T2.9K shares-15.60%2025-12-312026-01-14 IEF ISHARES TR3.7K sharesnew addition2025-12-312026-01-14 HBAN HUNTINGTON BANCSHARES INC20.3K shares0.23%2025-12-312026-01-14 OMC OMNICOM GROUP INC4.3K shares10.29%2025-12-312026-01-14 XLK SELECT SECTOR SPDR TR2.4K shares69.78%2025-12-312026-01-14 VLO VALERO ENERGY CORP2.1K shares-3.64%2025-12-312026-01-14 SCHD SCHWAB STRATEGIC TR12.4K shares3.31%2025-12-312026-01-14 PM PHILIP MORRIS INTL INC2.1K shares7.75%2025-12-312026-01-14 ALPHABET INC ALPHABET INC1.1K shares-57.82%2025-12-312026-01-14 JPST J P MORGAN EXCHANGE TRADED F6.6K shares-17.72%2025-12-312026-01-14 CVS CVS HEALTH CORP4.2K shares0.22%2025-12-312026-01-14 AEP AMERICAN ELEC PWR CO INC2.9K shares-2.53%2025-12-312026-01-14 LAZARD INC LAZARD INC6.7K shares4.81%2025-12-312026-01-14 ORI OLD REP INTL CORP7.0K shares2.25%2025-12-312026-01-14 EMLC VANECK ETF TRUST12.2K shares5.69%2025-12-312026-01-14 ES EVERSOURCE ENERGY4.6K shares2.78%2025-12-312026-01-14 NEE NEXTERA ENERGY INC3.9K shares-7.52%2025-12-312026-01-14 IBM INTERNATIONAL BUSINESS MACHS1.0K shares-1.42%2025-12-312026-01-14 URTY PROSHARES TR5.8K sharesnew addition2025-12-312026-01-14 CMS CMS ENERGY CORP4.3K shares-1.63%2025-12-312026-01-14 SHY ISHARES TR3.6K shares-91.10%2025-12-312026-01-14 FE FIRSTENERGY CORP6.5K shares-1.21%2025-12-312026-01-14 FITB FIFTH THIRD BANCORP6.2K shares0.44%2025-12-312026-01-14 MBB ISHARES TR3.0K shares-3.18%2025-12-312026-01-14 REET ISHARES TR11.6K shares3.96%2025-12-312026-01-14 WFC WELLS FARGO CO NEW3.1K shares0.00%2025-12-312026-01-14 KO COCA COLA CO4.1K shares-9.93%2025-12-312026-01-14 OGE OGE ENERGY CORP6.6K shares-0.75%2025-12-312026-01-14 SCHP SCHWAB STRATEGIC TR10.6K shares9.37%2025-12-312026-01-14 LYB LYONDELLBASELL INDUSTRIES N6.4K shares5.98%2025-12-312026-01-14 SW SMURFIT WESTROCK PLC7.2K shares3.55%2025-12-312026-01-14 GLDM WORLD GOLD TR3.2K shares-8.81%2025-12-312026-01-14 GPC GENUINE PARTS CO2.2K shares-0.05%2025-12-312026-01-14 MGK VANGUARD WORLD FD654 shares7.57%2025-12-312026-01-14 ANGL VANECK ETF TRUST9.1K shares-43.02%2025-12-312026-01-14 PPL PPL CORP7.5K shares-0.66%2025-12-312026-01-14 EXC EXELON CORP5.9K shares-1.76%2025-12-312026-01-14 PFG PRINCIPAL FINANCIAL GROUP IN2.9K shares1.16%2025-12-312026-01-14 BIL SPDR SERIES TRUST2.7K shares-75.88%2025-12-312026-01-14 DTE DTE ENERGY CO1.9K shares-0.46%2025-12-312026-01-14 VGK VANGUARD INTL EQUITY INDEX F3.0K shares-4.82%2025-12-312026-01-14 GIS GENERAL MLS INC5.3K shares3.16%2025-12-312026-01-14 IWM ISHARES TR990 shares-3.13%2025-12-312026-01-14 IP INTERNATIONAL PAPER CO6.2K shares4.10%2025-12-312026-01-14 DFAR DIMENSIONAL ETF TRUST10.6K sharesnew addition2025-12-312026-01-14 PNW PINNACLE WEST CAP CORP2.7K shares0.07%2025-12-312026-01-14 SWKS SKYWORKS SOLUTIONS INC3.7K shares5.93%2025-12-312026-01-14 VTI VANGUARD INDEX FDS698 shares2.95%2025-12-312026-01-14 PEG PUBLIC SVC ENTERPRISE GRP IN2.9K shares1.15%2025-12-312026-01-14 CAG CONAGRA BRANDS INC13.2K shares4.85%2025-12-312026-01-14 BBY BEST BUY INC3.3K shares5.19%2025-12-312026-01-14 HP INC HP INC9.9K shares2.74%2025-12-312026-01-14 OKE ONEOK INC NEW3.0K shares2.38%2025-12-312026-01-14 VUG VANGUARD INDEX FDS444 shares0.00%2025-12-312026-01-14 RSPH INVESCO EXCHANGE TRADED FD T6.7K sharesnew addition2025-12-312026-01-14 SPTI SPDR SERIES TRUST7.3K shares-0.01%2025-12-312026-01-14 KMB KIMBERLY-CLARK CORP2.0K shares9.36%2025-12-312026-01-14 JPC NUVEEN PFD & INCOME OPPORTUN24.4K shares3.04%2025-12-312026-01-14 PHK PIMCO HIGH INCOME FD27.5K shares2.80%2025-12-312026-01-14 ERIC TELEFONAKTIEBOLAGET LM ERICS11.9K shares-14.44%2025-12-312026-01-14 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available