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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Arista Networks, Inc.

ANET|040413205

Shares:7.7K

Value:$599.5K

% of Portfolio:0.6% ($599.5K/$104.3M)

VISA INC.

V|92826C839

Shares:1.7K

Value:$596.9K

% of Portfolio:0.6% ($596.9K/$104.3M)

ONEOK INC /NEW/

OKE|682680103

Shares:6.0K

Value:$590.4K

% of Portfolio:0.6% ($590.4K/$104.3M)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:1.1K

Value:$585.8K

% of Portfolio:0.6% ($585.8K/$104.3M)

VERIZON COMMUNICATIONS INC

VZ|92343V104

Shares:12.1K

Value:$550.7K

% of Portfolio:0.5% ($550.7K/$104.3M)

PUBLIC SERVICE ENTERPRISE GROUP INC

PEG|744573106

Shares:6.4K

Value:$525.7K

% of Portfolio:0.5% ($525.7K/$104.3M)

MCDONALDS CORP

MCD|580135101

Shares:1.7K

Value:$521.0K

% of Portfolio:0.5% ($521.0K/$104.3M)

92206C870

VCIT|92206C870

Shares:6.3K

Value:$516.6K

% of Portfolio:0.5% ($516.6K/$104.3M)

46432F339

QUAL|46432F339

Shares:3.0K

Value:$511.8K

% of Portfolio:0.5% ($511.8K/$104.3M)

Philip Morris International Inc.

PM|718172109

Shares:3.2K

Value:$500.9K

% of Portfolio:0.5% ($500.9K/$104.3M)

46432F842

IEFA|46432F842

Shares:6.5K

Value:$495.1K

% of Portfolio:0.5% ($495.1K/$104.3M)

46137V225

Shares:4.6K

Value:$486.2K

% of Portfolio:0.5% ($486.2K/$104.3M)

808524797

SCHD|808524797

Shares:17.1K

Value:$478.3K

% of Portfolio:0.5% ($478.3K/$104.3M)

78464A847

Shares:9.2K

Value:$468.5K

% of Portfolio:0.4% ($468.5K/$104.3M)

AMERICAN ELECTRIC POWER CO INC

AEP|025537101

Shares:4.2K

Value:$464.0K

% of Portfolio:0.4% ($464.0K/$104.3M)

CITIZENS FINANCIAL GROUP INC/RI

CFG|174610105

Shares:11.2K

Value:$460.6K

% of Portfolio:0.4% ($460.6K/$104.3M)

NIKE, Inc.

NKE|654106103

Shares:7.2K

Value:$457.1K

% of Portfolio:0.4% ($457.1K/$104.3M)

72201R833

Shares:4.5K

Value:$450.0K

% of Portfolio:0.4% ($450.0K/$104.3M)

CMS ENERGY CORP

CMS|125896100

Shares:5.9K

Value:$439.5K

% of Portfolio:0.4% ($439.5K/$104.3M)

JPMORGAN CHASE & CO

JPM|46625H100

Shares:1.8K

Value:$436.8K

% of Portfolio:0.4% ($436.8K/$104.3M)

Instrument	Shares		Other Manager	Value	% of Portfolio
Arista Networks, Inc.(ANETcusip040413205)	7.7K	QoQ NEW(+7.7K) YoY NEW(+7.7K)	All Managers (Combined)	$599.5K	0.6% ($599.5K/$104.3M)	QoQ NEW(+$599.5K) YoY NEW(+$599.5K)
VISA INC.(Vcusip92826C839)	1.7K	QoQ -2.74% (-48) YoY +101.77% (+859)	All Managers (Combined)	$596.9K	0.6% ($596.9K/$104.3M)	QoQ +7.85% (-$43.5K) YoY +153.42% (+$361.4K)
ONEOK INC /NEW/(OKEcusip682680103)	6.0K	QoQ +2.05% (+120) YoY +24.26% (+1.2K)	All Managers (Combined)	$590.4K	0.6% ($590.4K/$104.3M)	QoQ +0.85% (+$5.0K) YoY +53.78% (+$206.5K)
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	1.1K	QoQ +2.61% (+28) YoY NEW(+1.1K)	All Managers (Combined)	$585.8K	0.6% ($585.8K/$104.3M)	QoQ +20.56% (+$99.9K) YoY NEW(+$585.8K)
VERIZON COMMUNICATIONS INC(VZcusip92343V104)	12.1K	QoQ +8.96% (+999) YoY +9.32% (+1.0K)	All Managers (Combined)	$550.7K	0.5% ($550.7K/$104.3M)	QoQ +23.59% (+$105.1K) YoY +18.19% (+$84.8K)
PUBLIC SERVICE ENTERPRISE GROUP INC(PEGcusip744573106)	6.4K	QoQ +19.87% (+1.1K) YoY +20.25% (+1.1K)	All Managers (Combined)	$525.7K	0.5% ($525.7K/$104.3M)	QoQ +16.76% (+$75.5K) YoY +48.19% (+$171.0K)
MCDONALDS CORP(MCDcusip580135101)	1.7K	QoQ +3.28% (+53) YoY +1.52% (+25)	All Managers (Combined)	$521.0K	0.5% ($521.0K/$104.3M)	QoQ +11.32% (+$53.0K) YoY +12.47% (+$57.8K)
(VCITcusip92206C870)	6.3K	QoQ -15.93% (-1.2K) YoY -29.39% (-2.6K)	All Managers (Combined)	$516.6K	0.5% ($516.6K/$104.3M)	QoQ -14.37% (-$86.7K) YoY -28.29% (-$203.8K)
(QUALcusip46432F339)	3.0K	QoQ +3.27% (-95) YoY NEW(+3.0K)	All Managers (Combined)	$511.8K	0.5% ($511.8K/$104.3M)	QoQ -0.89% (-$4.6K) YoY NEW(+$511.8K)
Philip Morris International Inc.(PMcusip718172109)	3.2K	QoQ +17.45% (+469) YoY -33.37% (-1.6K)	All Managers (Combined)	$500.9K	0.5% ($500.9K/$104.3M)	QoQ +54.88% (+$177.5K) YoY +15.41% (-$66.9K)
(IEFAcusip46432F842)	6.5K	QoQ -1.51% (-101) YoY +0.21% (+14)	All Managers (Combined)	$495.1K	0.5% ($495.1K/$104.3M)	QoQ +6.00% (-$28.0K) YoY +2.14% (+$10.4K)
(cusip46137V225)✕	4.6K	QoQ -0.17% (-8) YoY +29.57% (+1.1K)	All Managers (Combined)	$486.2K	0.5% ($486.2K/$104.3M)	QoQ -7.29% (-$38.3K) YoY +12.79% (+$55.1K)
(SCHDcusip808524797)	17.1K	QoQ -7.28% (-1.3K) YoY +150.45% (-10.3K)	All Managers (Combined)	$478.3K	0.5% ($478.3K/$104.3M)	QoQ -5.11% (-$25.8K) YoY -13.15% (-$72.4K)
(cusip78464A847)✕	9.2K	QoQ +14.14% (+1.1K) YoY NEW(+9.2K)	All Managers (Combined)	$468.5K	0.4% ($468.5K/$104.3M)	QoQ +6.82% (+$29.9K) YoY NEW(+$468.5K)
AMERICAN ELECTRIC POWER CO INC(AEPcusip025537101)	4.2K	QoQ +18.23% (+655) YoY +25.42% (+861)	All Managers (Combined)	$464.0K	0.4% ($464.0K/$104.3M)	QoQ +40.07% (+$132.8K) YoY +59.15% (+$172.5K)
CITIZENS FINANCIAL GROUP INC/RI(CFGcusip174610105)	11.2K	QoQ +16.72% (+1.6K) YoY +21.80% (+2.0K)	All Managers (Combined)	$460.6K	0.4% ($460.6K/$104.3M)	QoQ +9.28% (+$39.1K) YoY +37.51% (+$125.7K)
NIKE, Inc.(NKEcusip654106103)	7.2K	QoQ -0.46% (-34) YoY NEW(+7.2K)	All Managers (Combined)	$457.1K	0.4% ($457.1K/$104.3M)	QoQ -16.49% (-$90.3K) YoY NEW(+$457.1K)
(cusip72201R833)✕	4.5K	QoQ +12.13% (+484) YoY NEW(+4.5K)	All Managers (Combined)	$450.0K	0.4% ($450.0K/$104.3M)	QoQ +12.44% (+$49.8K) YoY NEW(+$450.0K)
CMS ENERGY CORP(CMScusip125896100)	5.9K	QoQ +8.23% (+445) YoY +14.14% (+725)	All Managers (Combined)	$439.5K	0.4% ($439.5K/$104.3M)	QoQ +21.97% (+$79.2K) YoY +42.09% (+$130.2K)
JPMORGAN CHASE & CO(JPMcusip46625H100)	1.8K	QoQ +14.90% (+231) YoY NEW(+1.8K)	All Managers (Combined)	$436.8K	0.4% ($436.8K/$104.3M)	QoQ +17.58% (+$65.3K) YoY NEW(+$436.8K)