Private-Wealth-Advisors

AI_NATIVE detailed information: This accession holds the following tickers:[
  "GDX",
  null,
  "VDE",
  null,
  "T",
  "CAT",
  "WRB",
  null,
  null,
  null,
  "MCD",
  "ISRG",
  "AMAT",
  "RIVN",
  null,
  "IVW",
  "PMO",
  "UBFO",
  null,
  null,
  null,
  null,
  "MSFT",
  "ADM",
  "OKE",
  null,
  null,
  "EEM",
  null,
  "IWF",
  "AAPL",
  null,
  "IEFA",
  null,
  null,
  "GLD",
  null,
  null,
  null,
  null,
  null,
  "VWO",
  "GDV",
  null,
  null,
  null,
  "PALL",
  null,
  "XLB",
  null,
  null,
  null,
  null,
  "RRC",
  "SDY",
  "DCTH",
  null,
  null,
  "VPL",
  "VGT",
  "VFH",
  "VGK",
  "VTWO",
  "VTV",
  "WMT",
  null,
  "EIX",
  null,
  null,
  null,
  null,
  null,
  "BAC",
  "CVX",
  "CWBC",
  "RSP",
  "EFA",
  "IWM",
  "XOM",
  "LLY",
  "XLK",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-12
Total Holdings: 82
Total Value: 245386878
Accession Number: 0001172661-25-001651
Form Type: 13F-HR
CIK: private-wealth-advisors
Manager Name: Private-Wealth-Advisors

Data Enrichment

55% identified

45 identified37 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

82 positions • $245.4M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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AT&T INC.

T|00206R102

Shares:161.4K

Value:$4.6M

% of Portfolio:1.9% ($4.6M/$245.4M)

46090F308

Shares:119.3K

Value:$4.2M

% of Portfolio:1.7% ($4.2M/$245.4M)

81369Y860

Shares:98.9K

Value:$4.1M

% of Portfolio:1.7% ($4.1M/$245.4M)

RANGE RESOURCES CORP

RRC|75281A109

Shares:91.4K

Value:$3.6M

% of Portfolio:1.5% ($3.6M/$245.4M)

464286822

Shares:71.0K

Value:$3.6M

% of Portfolio:1.5% ($3.6M/$245.4M)

Archer-Daniels-Midland Co

ADM|039483102

Shares:75.2K

Value:$3.6M

% of Portfolio:1.5% ($3.6M/$245.4M)

464288281

Shares:38.6K

Value:$3.5M

% of Portfolio:1.4% ($3.5M/$245.4M)

464286517

Shares:91.8K

Value:$3.4M

% of Portfolio:1.4% ($3.4M/$245.4M)

464287655

IWM|464287655

Shares:16.8K

Value:$3.4M

% of Portfolio:1.4% ($3.4M/$245.4M)

46428Q109

Shares:103.2K

Value:$3.2M

% of Portfolio:1.3% ($3.2M/$245.4M)

78464A755

Shares:52.3K

Value:$2.9M

% of Portfolio:1.2% ($2.9M/$245.4M)

81369Y852

Shares:29.0K

Value:$2.8M

% of Portfolio:1.1% ($2.8M/$245.4M)

92189F106

GDX|92189F106

Shares:60.2K

Value:$2.8M

% of Portfolio:1.1% ($2.8M/$245.4M)

Apple Inc.

AAPL|037833100

Shares:11.8K

Value:$2.6M

% of Portfolio:1.1% ($2.6M/$245.4M)

72201R304

Shares:47.5K

Value:$2.6M

% of Portfolio:1.1% ($2.6M/$245.4M)

46429B598

Shares:50.5K

Value:$2.6M

% of Portfolio:1.1% ($2.6M/$245.4M)

464287465

EFA|464287465

Shares:30.1K

Value:$2.5M

% of Portfolio:1.0% ($2.5M/$245.4M)

85208P303

Shares:69.9K

Value:$2.3M

% of Portfolio:0.9% ($2.3M/$245.4M)

92204A306

VDE|92204A306

Shares:14.3K

Value:$1.9M

% of Portfolio:0.8% ($1.9M/$245.4M)

464286780

Shares:35.8K

Value:$1.7M

% of Portfolio:0.7% ($1.7M/$245.4M)

Instrument	Shares		Other Manager	Value	% of Portfolio
AT&T INC.(Tcusip00206R102)	161.4K	QoQ -0.20% (-336) YoY -2.46% (-4.1K)	All Managers (Combined)	$4.6M	1.9% ($4.6M/$245.4M)	QoQ +23.94% (-$881.8K) YoY +56.71% (-$1.7M)
(cusip46090F308)✕	119.3K	QoQ +0.92% (+1.1K) YoY -58.51% (-168.3K)	All Managers (Combined)	$4.2M	1.7% ($4.2M/$245.4M)	QoQ +0.21% (+$9.0K) YoY -59.18% (-$6.1M)
(cusip81369Y860)✕	98.9K	QoQ +0.49% (+491) YoY +1.69% (+1.6K)	All Managers (Combined)	$4.1M	1.7% ($4.1M/$245.4M)	QoQ +3.41% (+$136.7K) YoY +7.65% (+$294.4K)
RANGE RESOURCES CORP(RRCcusip75281A109)	91.4K	QoQ -0.56% (-523) YoY +42.04% (+27.0K)	All Managers (Combined)	$3.6M	1.5% ($3.6M/$245.4M)	QoQ +10.34% (-$342.0K) YoY +64.73% (+$1.4M)
(cusip464286822)✕	71.0K	QoQ +23.35% (+13.4K) YoY +38.87% (+19.9K)	All Managers (Combined)	$3.6M	1.5% ($3.6M/$245.4M)	QoQ +34.26% (+$922.8K) YoY +2.11% (+$74.8K)
Archer-Daniels-Midland Co(ADMcusip039483102)	75.2K	QoQ -0.77% (-586) YoY 0.00% (-0)	All Managers (Combined)	$3.6M	1.5% ($3.6M/$245.4M)	QoQ -5.70% (-$218.4K) YoY -23.56% (-$1.1M)
(cusip464288281)✕	38.6K	QoQ +1.87% (+710) YoY +9.63% (+3.4K)	All Managers (Combined)	$3.5M	1.4% ($3.5M/$245.4M)	QoQ +3.64% (+$122.9K) YoY +10.76% (+$339.4K)
(cusip464286517)✕	91.8K	QoQ +1.19% (+1.1K) YoY +12.80% (+10.4K)	All Managers (Combined)	$3.4M	1.4% ($3.4M/$245.4M)	QoQ +5.03% (+$164.9K) YoY +17.13% (+$502.9K)
(IWMcusip464287655)	16.8K	QoQ -19.27% (-4.0K) YoY NEW(+16.8K)	All Managers (Combined)	$3.4M	1.4% ($3.4M/$245.4M)	QoQ -27.12% (-$1.2M) YoY NEW(+$3.4M)
(cusip46428Q109)✕	103.2K	QoQ +0.12% (+125) YoY -50.16% (-103.9K)	All Managers (Combined)	$3.2M	1.3% ($3.2M/$245.4M)	QoQ +17.84% (+$484.4K) YoY -32.11% (-$1.5M)
(cusip78464A755)✕	52.3K	QoQ +2.39% (+1.2K) YoY -22.70% (-15.4K)	All Managers (Combined)	$2.9M	1.2% ($2.9M/$245.4M)	QoQ +1.02% (+$29.7K) YoY -28.20% (-$1.2M)
(cusip81369Y852)✕	29.0K	QoQ -0.85% (-251) YoY -1.72% (-510)	All Managers (Combined)	$2.8M	1.1% ($2.8M/$245.4M)	QoQ -1.22% (-$34.7K) YoY +16.07% (-$387.5K)
(GDXcusip92189F106)	60.2K	QoQ -0.24% (-149) YoY -54.31% (-71.6K)	All Managers (Combined)	$2.8M	1.1% ($2.8M/$245.4M)	QoQ +35.23% (-$721.2K) YoY -33.58% (-$1.4M)
Apple Inc.(AAPLcusip037833100)	11.8K	QoQ -2.08% (-251) YoY -3.60% (-440)	All Managers (Combined)	$2.6M	1.1% ($2.6M/$245.4M)	QoQ -13.15% (-$395.7K) YoY +24.86% (-$520.2K)
(cusip72201R304)✕	47.5K	QoQ +2.68% (+1.2K) YoY +21.12% (+8.3K)	All Managers (Combined)	$2.6M	1.1% ($2.6M/$245.4M)	QoQ +8.14% (+$196.5K) YoY +19.55% (+$426.5K)
(cusip46429B598)✕	50.5K	QoQ NEW(+50.5K) YoY NEW(+50.5K)	All Managers (Combined)	$2.6M	1.1% ($2.6M/$245.4M)	QoQ NEW(+$2.6M) YoY NEW(+$2.6M)
(EFAcusip464287465)	30.1K	QoQ +1.80% (+532) YoY +23.13% (+5.6K)	All Managers (Combined)	$2.5M	1.0% ($2.5M/$245.4M)	QoQ +10.03% (+$224.1K) YoY +26.02% (+$507.3K)
(cusip85208P303)✕	69.9K	QoQ +4.42% (-3.0K) YoY +119.71% (+38.1K)	All Managers (Combined)	$2.3M	0.9% ($2.3M/$245.4M)	QoQ -15.96% (-$430.5K) YoY +44.60% (+$699.0K)
(VDEcusip92204A306)	14.3K	QoQ +0.29% (+42) YoY -0.74% (-107)	All Managers (Combined)	$1.9M	0.8% ($1.9M/$245.4M)	QoQ +7.23% (+$124.9K) YoY -2.24% (-$42.4K)
(cusip464286780)✕	35.8K	QoQ NEW(+35.8K) YoY NEW(+35.8K)	All Managers (Combined)	$1.7M	0.7% ($1.7M/$245.4M)	QoQ NEW(+$1.7M) YoY NEW(+$1.7M)