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:

Search and click to pin securities to the top

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Broadcom Inc.

AVGO|11135F101

Shares:1.3K

Value:$220.5K

% of Portfolio:0.2% ($220.5K/$104.3M)

HP INC

HPQ|40434L105

Shares:7.9K

Value:$219.9K

% of Portfolio:0.2% ($219.9K/$104.3M)

92189H300

Shares:9.1K

Value:$217.5K

% of Portfolio:0.2% ($217.5K/$104.3M)

78464A672

Shares:7.6K

Value:$216.7K

% of Portfolio:0.2% ($216.7K/$104.3M)

QUEST DIAGNOSTICS INC

DGX|74834L100

Shares:1.3K

Value:$212.5K

% of Portfolio:0.2% ($212.5K/$104.3M)

922042874

VGK|922042874

Shares:3.0K

Value:$209.8K

% of Portfolio:0.2% ($209.8K/$104.3M)

808524763

FNDA|808524763

Shares:7.3K

Value:$200.8K

% of Portfolio:0.2% ($200.8K/$104.3M)

Palo Alto Networks Inc

PANW|697435105

Shares:1.2K

Value:$200.2K

% of Portfolio:0.2% ($200.2K/$104.3M)

Nuveen Preferred & Income Opportunities Fund

JPC|67073B106

Shares:22.6K

Value:$179.8K

% of Portfolio:0.2% ($179.8K/$104.3M)

46090F100

Shares:10.3K

Value:$141.0K

% of Portfolio:0.1% ($141.0K/$104.3M)

PIMCO HIGH INCOME FUND

PHK|722014107

Shares:25.3K

Value:$123.6K

% of Portfolio:0.1% ($123.6K/$104.3M)

ERICSSON LM TELEPHONE CO

ERIC|294821608

Shares:10.3K

Value:$80.2K

% of Portfolio:0.1% ($80.2K/$104.3M)

MIZUHO FINANCIAL GROUP INC

MFG|60687Y109

Shares:10.0K

Value:$55.3K

% of Portfolio:0.1% ($55.3K/$104.3M)

Instrument	Shares		Other Manager	Value	% of Portfolio
Broadcom Inc.(AVGOcusip11135F101)	1.3K	QoQ +21.38% (-232) YoY NEW(+1.3K)	All Managers (Combined)	$220.5K	0.2% ($220.5K/$104.3M)	QoQ -12.36% (-$31.1K) YoY NEW(+$220.5K)
HP INC(HPQcusip40434L105)	7.9K	QoQ +9.42% (-684) YoY -17.65% (-1.7K)	All Managers (Combined)	$219.9K	0.2% ($219.9K/$104.3M)	QoQ -7.14% (-$16.9K) YoY -24.54% (-$71.5K)
(cusip92189H300)✕	9.1K	QoQ +1.26% (+114) YoY NEW(+9.1K)	All Managers (Combined)	$217.5K	0.2% ($217.5K/$104.3M)	QoQ +4.55% (+$9.5K) YoY NEW(+$217.5K)
(cusip78464A672)✕	7.6K	QoQ -12.43% (-1.1K) YoY -31.54% (-3.5K)	All Managers (Combined)	$216.7K	0.2% ($216.7K/$104.3M)	QoQ -10.24% (-$24.7K) YoY -30.57% (-$95.4K)
QUEST DIAGNOSTICS INC(DGXcusip74834L100)	1.3K	QoQ -10.15% (-142) YoY NEW(+1.3K)	All Managers (Combined)	$212.5K	0.2% ($212.5K/$104.3M)	QoQ +0.76% (-$1.6K) YoY NEW(+$212.5K)
(VGKcusip922042874)	3.0K	QoQ NEW(+3.0K) YoY NEW(+3.0K)	All Managers (Combined)	$209.8K	0.2% ($209.8K/$104.3M)	QoQ NEW(+$209.8K) YoY NEW(+$209.8K)
(FNDAcusip808524763)	7.3K	QoQ -0.69% (-51) YoY +81.21% (-3.3K)	All Managers (Combined)	$200.8K	0.2% ($200.8K/$104.3M)	QoQ -8.41% (-$18.5K) YoY -12.96% (-$29.9K)
Palo Alto Networks Inc(PANWcusip697435105)	1.2K	QoQ +1.12% (-13) YoY NEW(+1.2K)	All Managers (Combined)	$200.2K	0.2% ($200.2K/$104.3M)	QoQ -5.17% (-$10.9K) YoY NEW(+$200.2K)
Nuveen Preferred & Income Opportunities Fund(JPCcusip67073B106)	22.6K	QoQ +1.55% (+346) YoY +9.26% (+1.9K)	All Managers (Combined)	$179.8K	0.2% ($179.8K/$104.3M)	QoQ +2.85% (+$5.0K) YoY +20.96% (+$31.2K)
(cusip46090F100)✕	10.3K	QoQ -52.83% (-11.6K) YoY NEW(+10.3K)	All Managers (Combined)	$141.0K	0.1% ($141.0K/$104.3M)	QoQ -50.51% (-$143.9K) YoY NEW(+$141.0K)
PIMCO HIGH INCOME FUND(PHKcusip722014107)	25.3K	QoQ +2.78% (+685) YoY +11.60% (+2.6K)	All Managers (Combined)	$123.6K	0.1% ($123.6K/$104.3M)	QoQ +3.41% (+$4.1K) YoY +10.46% (+$11.7K)
ERICSSON LM TELEPHONE CO(ERICcusip294821608)	10.3K	QoQ -22.62% (-3.0K) YoY NEW(+10.3K)	All Managers (Combined)	$80.2K	0.1% ($80.2K/$104.3M)	QoQ -25.50% (-$27.5K) YoY NEW(+$80.2K)
MIZUHO FINANCIAL GROUP INC(MFGcusip60687Y109)	10.0K	QoQ NEW(+10.0K) YoY NEW(+10.0K)	All Managers (Combined)	$55.3K	0.1% ($55.3K/$104.3M)	QoQ NEW(+$55.3K) YoY NEW(+$55.3K)