Private Wealth Advisors, LLC

Investment Portfolio & 13F Holdings Analysis

About

Private Wealth Advisors, LLC is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 82 holdings worth $0.2 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:[
  "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 • $245,386.878K total value

82 positions

Manager:

SEC FilingSEC DataHachi Filing

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SPDR GOLD TRUST

GLD|78463V107

Shares:75.5K

Value:$21.8M

78463X202

Shares:230.5K

Value:$12.5M

81369Y209

Shares:74.2K

Value:$10.8M

81369Y100

XLB|81369Y100

Shares:104.7K

Value:$9.0M

81369Y704

Shares:61.4K

Value:$8.1M

922908744

VTV|922908744

Shares:45.2K

Value:$7.8M

81369Y605

Shares:155.0K

Value:$7.7M

922042866

VPL|922042866

Shares:103.4K

Value:$7.5M

922042858

VWO|922042858

Shares:162.3K

Value:$7.3M

81369Y308

Shares:87.9K

Value:$7.2M

97717W315

Shares:167.4K

Value:$7.0M

464287309

IVW|464287309

Shares:71.3K

Value:$6.6M

81369Y803

XLK|81369Y803

Shares:31.6K

Value:$6.5M

46434V738

Shares:99.1K

Value:$6.0M

46435G334

Shares:143.3K

Value:$5.4M

81369Y886

Shares:67.9K

Value:$5.4M

81369Y506

Shares:57.1K

Value:$5.3M

46138W107

Shares:79.4K

Value:$4.9M

46140H106

Shares:185.3K

Value:$4.9M

464287432

Shares:53.2K

Value:$4.8M

Instrument	Shares		Other Manager	Value
SPDR GOLD TRUST(GLDcusip78463V107)	75.5K	QoQ +3.99% (+2.9K) YoY -6.09% (-4.9K)	All Managers (Combined)	$21.8M	QoQ +23.75% (+$4.2M) YoY +31.53% (-$5.2M)
(cusip78463X202)✕	230.5K	QoQ +50.48% (+77.3K) YoY +63.20% (+89.3K)	All Managers (Combined)	$12.5M	QoQ +70.04% (+$5.2M) YoY +68.97% (+$5.1M)
(cusip81369Y209)✕	74.2K	QoQ -8.32% (-6.7K) YoY -9.21% (-7.5K)	All Managers (Combined)	$10.8M	QoQ -2.69% (-$300.4K) YoY -10.26% (-$1.2M)
(XLBcusip81369Y100)	104.7K	QoQ +1.52% (+1.6K) YoY +17.34% (+15.5K)	All Managers (Combined)	$9.0M	QoQ +3.74% (+$324.9K) YoY +8.61% (+$713.5K)
(cusip81369Y704)✕	61.4K	QoQ +77.63% (+26.8K) YoY +71.58% (+25.6K)	All Managers (Combined)	$8.1M	QoQ +76.70% (+$3.5M) YoY +78.54% (+$3.5M)
(VTVcusip922908744)	45.2K	QoQ -0.73% (-335) YoY -3.17% (-1.5K)	All Managers (Combined)	$7.8M	QoQ +1.27% (-$98.6K) YoY +2.69% (-$204.8K)
(cusip81369Y605)✕	155.0K	QoQ +10.29% (+14.5K) YoY +11.50% (+16.0K)	All Managers (Combined)	$7.7M	QoQ +13.67% (+$928.6K) YoY +31.85% (+$1.9M)
(VPLcusip922042866)	103.4K	QoQ +3.57% (+3.6K) YoY -6.12% (-6.8K)	All Managers (Combined)	$7.5M	QoQ +5.65% (+$400.9K) YoY -10.53% (-$882.6K)
(VWOcusip922042858)	162.3K	QoQ +21.44% (+28.7K) YoY -26.22% (-57.7K)	All Managers (Combined)	$7.3M	QoQ +24.80% (+$1.5M) YoY -20.05% (-$1.8M)
(cusip81369Y308)✕	87.9K	QoQ -38.63% (-55.3K) YoY -40.56% (-60.0K)	All Managers (Combined)	$7.2M	QoQ -36.24% (-$4.1M) YoY -36.42% (-$4.1M)
(cusip97717W315)✕	167.4K	QoQ +2.92% (+4.8K) YoY +1.47% (+2.4K)	All Managers (Combined)	$7.0M	QoQ +6.96% (+$458.6K) YoY +2.05% (+$141.8K)
(IVWcusip464287309)	71.3K	QoQ -0.86% (-625) YoY -3.12% (-2.3K)	All Managers (Combined)	$6.6M	QoQ -9.36% (-$683.6K) YoY +6.50% (-$404.2K)
(XLKcusip81369Y803)	31.6K	QoQ -15.60% (-5.9K) YoY -17.66% (-6.8K)	All Managers (Combined)	$6.5M	QoQ -25.06% (-$2.2M) YoY -18.37% (-$1.5M)
(cusip46434V738)✕	99.1K	QoQ -8.23% (-8.9K) YoY +124.86% (+55.1K)	All Managers (Combined)	$6.0M	QoQ +2.25% (-$131.5K) YoY +133.80% (+$3.4M)
(cusip46435G334)✕	143.3K	QoQ +13.77% (+17.3K) YoY +31.03% (+33.9K)	All Managers (Combined)	$5.4M	QoQ +25.75% (+$1.1M) YoY +43.52% (+$1.6M)
(cusip81369Y886)✕	67.9K	QoQ -1.58% (-1.1K) YoY NEW(+67.9K)	All Managers (Combined)	$5.4M	QoQ +2.52% (-$132.0K) YoY NEW(+$5.4M)
(cusip81369Y506)✕	57.1K	QoQ +2.05% (+1.2K) YoY +3.01% (+1.7K)	All Managers (Combined)	$5.3M	QoQ +11.33% (+$543.5K) YoY +1.96% (+$103.0K)
(cusip46138W107)✕	79.4K	QoQ +584.63% (+67.8K) YoY +111.74% (+41.9K)	All Managers (Combined)	$4.9M	QoQ +618.27% (+$4.2M) YoY +112.67% (+$2.6M)
(cusip46140H106)✕	185.3K	QoQ -0.50% (-949) YoY -50.65% (-190.2K)	All Managers (Combined)	$4.9M	QoQ -1.44% (-$71.6K) YoY -47.50% (-$4.4M)
(cusip464287432)✕	53.2K	QoQ +136.44% (+30.7K) YoY NEW(+53.2K)	All Managers (Combined)	$4.8M	QoQ +147.33% (+$2.9M) YoY NEW(+$4.8M)