International Private Wealth Advisors LLC

Investment Portfolio & 13F Holdings Analysis

About

CIK: 0002022637

Type: FundHoldings: 153Value: $104.3MLatest: 2025Q1

International Private Wealth Advisors LLC is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 153 holdings worth $0.1 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

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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SPDR S&P 500 ETF TRUST

SPY|78462F103

Shares:12.3K

Value:$6.9M

% of Portfolio:6.6% ($6.9M/$104.3M)

Apple Inc.

AAPL|037833100

Shares:20.8K

Value:$4.6M

% of Portfolio:4.4% ($4.6M/$104.3M)

78463X889

SPDW|78463X889

Shares:104.2K

Value:$3.8M

% of Portfolio:3.6% ($3.8M/$104.3M)

26923N660

Shares:140.3K

Value:$3.2M

% of Portfolio:3.1% ($3.2M/$104.3M)

78468R440

Shares:106.5K

Value:$3.0M

% of Portfolio:2.8% ($3.0M/$104.3M)

78470P408

Shares:55.4K

Value:$2.8M

% of Portfolio:2.7% ($2.8M/$104.3M)

AMAZON COM INC

AMZN|023135106

Shares:14.6K

Value:$2.8M

% of Portfolio:2.7% ($2.8M/$104.3M)

COSTCO WHOLESALE CORP /NEW

COST|22160K105

Shares:2.7K

Value:$2.5M

% of Portfolio:2.4% ($2.5M/$104.3M)

78464A854

SPLG|78464A854

Shares:36.2K

Value:$2.4M

% of Portfolio:2.3% ($2.4M/$104.3M)

MICROSOFT CORP

MSFT|594918104

Shares:5.4K

Value:$2.0M

% of Portfolio:1.9% ($2.0M/$104.3M)

NVIDIA CORP

NVDA|67066G104

Shares:17.8K

Value:$1.9M

% of Portfolio:1.9% ($1.9M/$104.3M)

78464A649

Shares:64.5K

Value:$1.6M

% of Portfolio:1.6% ($1.6M/$104.3M)

78463X509

Shares:41.2K

Value:$1.6M

% of Portfolio:1.6% ($1.6M/$104.3M)

808524201

SCHX|808524201

Shares:69.4K

Value:$1.5M

% of Portfolio:1.5% ($1.5M/$104.3M)

464287432

Shares:16.4K

Value:$1.5M

% of Portfolio:1.4% ($1.5M/$104.3M)

78470P507

Shares:57.6K

Value:$1.5M

% of Portfolio:1.4% ($1.5M/$104.3M)

464287804

IJR|464287804

Shares:14.3K

Value:$1.5M

% of Portfolio:1.4% ($1.5M/$104.3M)

464287507

IJH|464287507

Shares:24.4K

Value:$1.4M

% of Portfolio:1.4% ($1.4M/$104.3M)

464287457

Shares:15.6K

Value:$1.3M

% of Portfolio:1.2% ($1.3M/$104.3M)

PROCTER & GAMBLE Co

PG|742718109

Shares:7.1K

Value:$1.2M

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

Instrument	Shares		Other Manager	Value	% of Portfolio
SPDR S&P 500 ETF TRUST(SPYcusip78462F103)	12.3K	QoQ -10.54% (-1.5K) YoY +33.80% (+3.1K)	All Managers (Combined)	$6.9M	6.6% ($6.9M/$104.3M)	QoQ -14.62% (-$1.2M) YoY +43.09% (+$2.1M)
Apple Inc.(AAPLcusip037833100)	20.8K	QoQ +6.87% (-1.3K) YoY +555.35% (+17.6K)	All Managers (Combined)	$4.6M	4.4% ($4.6M/$104.3M)	QoQ -5.19% (-$253.5K) YoY +749.00% (+$4.1M)
(SPDWcusip78463X889)	104.2K	QoQ +36.87% (+28.1K) YoY +814.61% (+92.8K)	All Managers (Combined)	$3.8M	3.6% ($3.8M/$104.3M)	QoQ +46.02% (+$1.2M) YoY +829.16% (+$3.4M)
(cusip26923N660)✕	140.3K	QoQ +1.50% (+2.1K) YoY -7.44% (-11.3K)	All Managers (Combined)	$3.2M	3.1% ($3.2M/$104.3M)	QoQ +0.72% (+$23.2K) YoY -14.10% (-$532.3K)
(cusip78468R440)✕	106.5K	QoQ +803.44% (+94.7K) YoY NEW(+106.5K)	All Managers (Combined)	$3.0M	2.8% ($3.0M/$104.3M)	QoQ +867.16% (+$2.6M) YoY NEW(+$3.0M)
(cusip78470P408)✕	55.4K	QoQ +12.04% (+6.0K) YoY +500.02% (+46.2K)	All Managers (Combined)	$2.8M	2.7% ($2.8M/$104.3M)	QoQ +6.44% (+$170.3K) YoY +510.99% (+$2.4M)
AMAZON COM INC(AMZNcusip023135106)	14.6K	QoQ +1.02% (-148) YoY +212.78% (+9.9K)	All Managers (Combined)	$2.8M	2.7% ($2.8M/$104.3M)	QoQ -12.38% (-$392.3K) YoY +229.91% (+$1.9M)
COSTCO WHOLESALE CORP /NEW(COSTcusip22160K105)	2.7K	QoQ -6.02% (-170) YoY +69.84% (+1.1K)	All Managers (Combined)	$2.5M	2.4% ($2.5M/$104.3M)	QoQ -2.99% (-$77.5K) YoY +119.23% (+$1.4M)
(SPLGcusip78464A854)	36.2K	QoQ +11.92% (+3.9K) YoY +804.97% (+32.2K)	All Managers (Combined)	$2.4M	2.3% ($2.4M/$104.3M)	QoQ +6.76% (+$150.9K) YoY +867.09% (+$2.1M)
MICROSOFT CORP(MSFTcusip594918104)	5.4K	QoQ +5.23% (-269) YoY +146.76% (+3.2K)	All Managers (Combined)	$2.0M	1.9% ($2.0M/$104.3M)	QoQ -6.28% (-$136.2K) YoY +120.17% (+$1.1M)
NVIDIA CORP(NVDAcusip67066G104)	17.8K	QoQ -18.87% (-4.1K) YoY +3580.99% (+17.3K)	All Managers (Combined)	$1.9M	1.9% ($1.9M/$104.3M)	QoQ -34.52% (-$1.0M) YoY +341.53% (+$1.5M)
(cusip78464A649)✕	64.5K	QoQ +14.38% (+8.1K) YoY +307.51% (+48.6K)	All Managers (Combined)	$1.6M	1.6% ($1.6M/$104.3M)	QoQ +16.89% (+$238.0K) YoY +311.70% (+$1.2M)
(cusip78463X509)✕	41.2K	QoQ +7.47% (+2.9K) YoY +455.25% (+33.8K)	All Managers (Combined)	$1.6M	1.6% ($1.6M/$104.3M)	QoQ +10.27% (+$151.2K) YoY +504.05% (+$1.4M)
(SCHXcusip808524201)	69.4K	QoQ -1.73% (-1.2K) YoY +115.62% (-37.2K)	All Managers (Combined)	$1.5M	1.5% ($1.5M/$104.3M)	QoQ -6.39% (-$104.8K) YoY -23.28% (-$465.0K)
(cusip464287432)✕	16.4K	QoQ +13.71% (+2.0K) YoY NEW(+16.4K)	All Managers (Combined)	$1.5M	1.4% ($1.5M/$104.3M)	QoQ +18.53% (+$233.2K) YoY NEW(+$1.5M)
(cusip78470P507)✕	57.6K	QoQ +23.74% (+11.1K) YoY +93.93% (+27.9K)	All Managers (Combined)	$1.5M	1.4% ($1.5M/$104.3M)	QoQ +26.28% (+$310.3K) YoY +95.82% (+$729.5K)
(IJRcusip464287804)	14.3K	QoQ +4.34% (-593) YoY +51.15% (+4.8K)	All Managers (Combined)	$1.5M	1.4% ($1.5M/$104.3M)	QoQ -5.30% (-$83.5K) YoY +43.01% (+$448.3K)
(IJHcusip464287507)	24.4K	QoQ +3.77% (-886) YoY +130.41% (+13.8K)	All Managers (Combined)	$1.4M	1.4% ($1.4M/$104.3M)	QoQ -2.82% (-$41.3K) YoY +121.33% (+$779.9K)
(cusip464287457)✕	15.6K	QoQ +5.66% (+836) YoY NEW(+15.6K)	All Managers (Combined)	$1.3M	1.2% ($1.3M/$104.3M)	QoQ +6.63% (+$80.2K) YoY NEW(+$1.3M)
PROCTER & GAMBLE Co(PGcusip742718109)	7.1K	QoQ +18.22% (+1.1K) YoY +316.15% (+5.4K)	All Managers (Combined)	$1.2M	1.2% ($1.2M/$104.3M)	QoQ +20.18% (+$202.0K) YoY +336.99% (+$927.5K)