International-Private-Wealth-Advisors

AI_NATIVE detailed information: This accession holds the following tickers:[
  "NLY",
  "RF",
  "FNDA",
  "ABBV",
  null,
  "GOOGL",
  "T",
  "AVGO",
  "DUK",
  "D",
  "PHK",
  null,
  "FITB",
  "HD",
  "HPQ",
  "MCD",
  null,
  "BEN",
  null,
  "FE",
  "EMR",
  "META",
  null,
  null,
  "IJH",
  null,
  null,
  null,
  null,
  "MSFT",
  "MFG",
  "MDLZ",
  "FHN",
  "NI",
  null,
  "OMC",
  "HSY",
  "IJR",
  "ANET",
  "OKE",
  "PAYX",
  null,
  null,
  "PANW",
  "PEP",
  "IEMG",
  null,
  null,
  "UNH",
  "AAPL",
  "SPY",
  "NVDA",
  "PLTR",
  "PRU",
  "PFE",
  "PG",
  "VZ",
  null,
  "MKC",
  "JPC",
  "AMGN",
  null,
  "DGX",
  "IEFA",
  "SCHX",
  "RTX",
  "SPDW",
  "GLD",
  "STX",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "SPLG",
  null,
  null,
  "IBM",
  "ERIC",
  "TFC",
  "UNM",
  "NEM",
  "OGE",
  null,
  null,
  null,
  null,
  "VCIT",
  "TSCO",
  "IEF",
  "ETR",
  null,
  "WSO",
  "IP",
  "F",
  "WEC",
  "AEP",
  "IPG",
  "PEG",
  "AMZN",
  null,
  "CMS",
  "PFG",
  "IVZ",
  "HBAN",
  "USB",
  "VGK",
  "BSV",
  "V",
  "WMT",
  null,
  null,
  "LNT",
  "DTE",
  "FNF",
  "SCHD",
  null,
  "EIX",
  "KEY",
  null,
  "SON",
  "PPL",
  "LYB",
  "GEV",
  "PSA",
  "NRG",
  "KMB",
  "ADP",
  "BRK-B",
  "BBY",
  "CVX",
  "CFG",
  "CLX",
  "KO",
  "CL",
  "CAG",
  "COST",
  "CRWD",
  "NKE",
  "QQQ",
  null,
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "PM",
  "MO",
  "JPM",
  "QUAL"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-14
Total Holdings: 153
Total Value: 104337040
Accession Number: 0001951757-25-000354
Form Type: 13F-HR
CIK: international-private-wealth-advisors
Manager Name: International-Private-Wealth-Advisors

Data Enrichment

75% identified

114 identified39 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

153 positions • $104.3M total value

SEC FilingSEC DataHachi Filing

Manager:

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SPDR GOLD TRUST

GLD|78463V107

Shares:4.0K

Value:$1.2M

% of Portfolio:1.1% ($1.2M/$104.3M)

78468R663

Shares:12.2K

Value:$1.1M

% of Portfolio:1.1% ($1.1M/$104.3M)

921937827

BSV|921937827

Shares:14.0K

Value:$1.1M

% of Portfolio:1.1% ($1.1M/$104.3M)

INVESCO QQQ TRUST, SERIES 1

QQQ|46090E103

Shares:2.2K

Value:$1.0M

% of Portfolio:1.0% ($1.0M/$104.3M)

464287226

Shares:10.1K

Value:$999.6K

% of Portfolio:1.0% ($999.6K/$104.3M)

ELI LILLY & Co

LLY|532457108

Shares:1.2K

Value:$987.7K

% of Portfolio:0.9% ($987.7K/$104.3M)

46641Q837

Shares:19.2K

Value:$973.8K

% of Portfolio:0.9% ($973.8K/$104.3M)

46434G103

IEMG|46434G103

Shares:17.5K

Value:$942.9K

% of Portfolio:0.9% ($942.9K/$104.3M)

464287440

IEF|464287440

Shares:9.4K

Value:$900.5K

% of Portfolio:0.9% ($900.5K/$104.3M)

78464A664

Shares:32.7K

Value:$891.0K

% of Portfolio:0.9% ($891.0K/$104.3M)

464288661

Shares:7.5K

Value:$885.4K

% of Portfolio:0.8% ($885.4K/$104.3M)

ALTRIA GROUP, INC.

MO|02209S103

Shares:14.2K

Value:$852.4K

% of Portfolio:0.8% ($852.4K/$104.3M)

316188309

Shares:18.6K

Value:$849.2K

% of Portfolio:0.8% ($849.2K/$104.3M)

AT&T INC.

T|00206R102

Shares:25.8K

Value:$730.2K

% of Portfolio:0.7% ($730.2K/$104.3M)

Walmart Inc.

WMT|931142103

Shares:8.1K

Value:$715.3K

% of Portfolio:0.7% ($715.3K/$104.3M)

92189F437

Shares:23.7K

Value:$682.8K

% of Portfolio:0.7% ($682.8K/$104.3M)

464287242

Shares:6.1K

Value:$659.9K

% of Portfolio:0.6% ($659.9K/$104.3M)

Alphabet Inc.

GOOG|02079K107

Shares:4.1K

Value:$638.1K

% of Portfolio:0.6% ($638.1K/$104.3M)

HOME DEPOT, INC.

HD|437076102

Shares:1.7K

Value:$633.9K

% of Portfolio:0.6% ($633.9K/$104.3M)

AbbVie Inc.

ABBV|00287Y109

Shares:3.0K

Value:$619.0K

% of Portfolio:0.6% ($619.0K/$104.3M)

Instrument	Shares		Other Manager	Value	% of Portfolio
SPDR GOLD TRUST(GLDcusip78463V107)	4.0K	QoQ -1.37% (-56) YoY +52.73% (+1.4K)	All Managers (Combined)	$1.2M	1.1% ($1.2M/$104.3M)	QoQ +17.36% (-$171.4K) YoY +113.92% (+$616.9K)
(cusip78468R663)✕	12.2K	QoQ -9.77% (-1.3K) YoY +28.87% (+2.7K)	All Managers (Combined)	$1.1M	1.1% ($1.1M/$104.3M)	QoQ -9.47% (-$117.5K) YoY +28.77% (+$250.8K)
(BSVcusip921937827)	14.0K	QoQ +0.04% (+6) YoY NEW(+14.0K)	All Managers (Combined)	$1.1M	1.1% ($1.1M/$104.3M)	QoQ +1.34% (+$14.6K) YoY NEW(+$1.1M)
INVESCO QQQ TRUST, SERIES 1(QQQcusip46090E103)	2.2K	QoQ +5.88% (-122) YoY +174.37% (+1.4K)	All Managers (Combined)	$1.0M	1.0% ($1.0M/$104.3M)	QoQ -2.87% (-$30.5K) YoY +189.82% (+$674.3K)
(cusip464287226)✕	10.1K	QoQ -23.13% (-3.0K) YoY +30.66% (+2.4K)	All Managers (Combined)	$999.6K	1.0% ($999.6K/$104.3M)	QoQ -21.53% (-$274.4K) YoY +31.97% (+$242.2K)
ELI LILLY & Co(LLYcusip532457108)	1.2K	QoQ -3.54% (-44) YoY NEW(+1.2K)	All Managers (Combined)	$987.7K	0.9% ($987.7K/$104.3M)	QoQ +3.19% (-$30.6K) YoY NEW(+$987.7K)
(cusip46641Q837)✕	19.2K	QoQ +2.86% (+536) YoY -15.63% (-3.6K)	All Managers (Combined)	$973.8K	0.9% ($973.8K/$104.3M)	QoQ +3.39% (+$32.0K) YoY -15.33% (-$176.4K)
(IEMGcusip46434G103)	17.5K	QoQ +24.76% (+3.5K) YoY NEW(+17.5K)	All Managers (Combined)	$942.9K	0.9% ($942.9K/$104.3M)	QoQ +28.93% (+$211.6K) YoY NEW(+$942.9K)
(IEFcusip464287440)	9.4K	QoQ +12.35% (+1.0K) YoY NEW(+9.4K)	All Managers (Combined)	$900.5K	0.9% ($900.5K/$104.3M)	QoQ +15.89% (+$123.5K) YoY NEW(+$900.5K)
(cusip78464A664)✕	32.7K	QoQ +19.37% (+5.3K) YoY +134.95% (+18.8K)	All Managers (Combined)	$891.0K	0.9% ($891.0K/$104.3M)	QoQ +24.25% (+$173.9K) YoY +129.23% (+$502.3K)
(cusip464288661)✕	7.5K	QoQ +5.63% (+400) YoY NEW(+7.5K)	All Managers (Combined)	$885.4K	0.8% ($885.4K/$104.3M)	QoQ +8.00% (+$65.6K) YoY NEW(+$885.4K)
ALTRIA GROUP, INC.(MOcusip02209S103)	14.2K	QoQ +12.98% (+1.6K) YoY +150.54% (+8.5K)	All Managers (Combined)	$852.4K	0.8% ($852.4K/$104.3M)	QoQ +29.69% (+$195.1K) YoY +244.74% (+$605.1K)
(cusip316188309)✕	18.6K	QoQ -1.75% (-333) YoY NEW(+18.6K)	All Managers (Combined)	$849.2K	0.8% ($849.2K/$104.3M)	QoQ -0.05% (-$432) YoY NEW(+$849.2K)
AT&T INC.(Tcusip00206R102)	25.8K	QoQ +11.21% (+2.6K) YoY +32.22% (+6.3K)	All Managers (Combined)	$730.2K	0.7% ($730.2K/$104.3M)	QoQ +38.11% (+$201.5K) YoY +112.46% (+$386.5K)
Walmart Inc.(WMTcusip931142103)	8.1K	QoQ -10.73% (-980) YoY +75.83% (+3.5K)	All Managers (Combined)	$715.3K	0.7% ($715.3K/$104.3M)	QoQ -13.26% (-$109.4K) YoY +156.54% (+$436.5K)
(cusip92189F437)✕	23.7K	QoQ 0.00% (+0) YoY +10.30% (+2.2K)	All Managers (Combined)	$682.8K	0.7% ($682.8K/$104.3M)	QoQ +0.66% (+$4.5K) YoY +9.69% (+$60.3K)
(cusip464287242)✕	6.1K	QoQ +0.19% (+12) YoY NEW(+6.1K)	All Managers (Combined)	$659.9K	0.6% ($659.9K/$104.3M)	QoQ +1.93% (+$12.6K) YoY NEW(+$659.9K)
Alphabet Inc.(GOOGcusip02079K107)	4.1K	QoQ +14.59% (-520) YoY NEW(+4.1K)	All Managers (Combined)	$638.1K	0.6% ($638.1K/$104.3M)	QoQ -5.98% (-$40.6K) YoY NEW(+$638.1K)
HOME DEPOT, INC.(HDcusip437076102)	1.7K	QoQ +49.13% (+570) YoY +55.85% (+620)	All Managers (Combined)	$633.9K	0.6% ($633.9K/$104.3M)	QoQ +40.52% (+$182.8K) YoY +48.93% (+$208.3K)
AbbVie Inc.(ABBVcusip00287Y109)	3.0K	QoQ -18.48% (-670) YoY NEW(+3.0K)	All Managers (Combined)	$619.0K	0.6% ($619.0K/$104.3M)	QoQ -3.88% (-$25.0K) YoY NEW(+$619.0K)