International Private Wealth Advisors LLC Top Holdings and 13F Report (2025)

About International Private Wealth Advisors LLC

Investment Activity

International Private Wealth Advisors LLC has $116.56 million in total holdings as of June 30, 2025.
International Private Wealth Advisors LLC owns shares of 163 different stocks, but just 82 companies or ETFs make up 80% of its holdings.
Approximately 18.73% of the portfolio was purchased this quarter.
About 12.28% of the portfolio was sold this quarter.
This quarter, International Private Wealth Advisors LLC has purchased 153 new stocks and bought additional shares in 61 stocks.
International Private Wealth Advisors LLC sold shares of 64 stocks and completely divested from 22 stocks this quarter.

Largest Holdings

SPDR S&P 500 ETF Trust: $8,498,268
Amazon.com: $3,695,830
SPDR Portfolio Developed World ex-US ETF: $3,203,404
SPDR SSGA US Sector Rotation ETF: $3,190,360
SPDR Portfolio S&P 500 ETF: $2,902,476

Largest New Holdings this Quarter

78470P630 - SSGA ACTIVE TR: $781,161 Holding
389637109 - GRAYSCALE BITCOIN TRUST ETF: $589,527 Holding
88160R101 - Tesla: $519,155 Holding
74144T108 - T. Rowe Price Group: $514,870 Holding
78464A607 - SPDR Dow Jones REIT ETF: $469,872 Holding

Largest Purchases this Quarter

SPDR S&P 500 ETF Trust: 1,418 shares (about $876.08K)
Invesco QQQ: 1,481 shares (about $817.05K)
SSGA ACTIVE TR: 29,964 shares (about $781.16K)
Alphabet: 4,115 shares (about $729.93K)
Berkshire Hathaway: 1,442 shares (about $700.48K)

Largest Sales this Quarter

Apple: 8,240 shares (about $1.69M)
SPDR Portfolio Developed World ex-US ETF: 25,059 shares (about $1.01M)
SPDR Bloomberg 1-3 Month T-Bill ETF: 5,907 shares (about $541.84K)
SPDR Portfolio Emerging Markets ETF: 11,155 shares (about $476.76K)
ETF OPPORTUNITIES TRUST: 16,102 shares (about $373.17K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
SPY SPDR S&P 500 ETF Trust	$8,498,268	$876,085 ▲	11.5%	13,755	7.3%	Finance
AMZN Amazon.com	$3,695,830	$496,697 ▲	15.5%	16,846	3.2%	Retail/Wholesale
SPDW SPDR Portfolio Developed World ex-US ETF	$3,203,404	$1,014,638 ▼	-24.1%	79,116	2.7%	ETF
XLSR SPDR SSGA US Sector Rotation ETF	$3,190,360	$147,790 ▲	4.9%	58,091	2.7%	ETF
SPLG SPDR Portfolio S&P 500 ETF	$2,902,476	$270,549 ▲	10.3%	39,930	2.5%	ETF
ETF OPPORTUNITIES TRUST	$2,877,201	$373,167 ▼	-11.5%	124,150	2.5%	IDX DYNAMIC FIXE
MSFT Microsoft	$2,863,236	$172,610 ▲	6.4%	5,756	2.5%	Computer and Technology
COST Costco Wholesale	$2,761,359	$134,652 ▲	5.1%	2,789	2.4%	Retail/Wholesale
NVDA NVIDIA	$2,658,709	$156,097 ▼	-5.5%	16,828	2.3%	Computer and Technology
SPDR SERIES TRUST	$2,632,451	$267,234 ▼	-9.2%	96,675	2.3%	BLOOMBERG ENHNCD
AAPL Apple	$2,579,848	$1,690,627 ▼	-39.6%	12,574	2.2%	Computer and Technology
SPAB SPDR Portfolio Aggregate Bond ETF	$2,164,830	$514,737 ▲	31.2%	84,564	1.9%	ETF
QQQ Invesco QQQ	$2,028,007	$817,051 ▲	67.5%	3,676	1.7%	Finance
FISR SPDR SSGA Fixed Income Sector Rotation ETF	$1,942,078	$453,698 ▲	30.5%	75,158	1.7%	ETF
TLT iShares 20+ Year Treasury Bond ETF	$1,917,692	$471,966 ▲	32.6%	21,730	1.6%	ETF
SHY iShares 1-3 Year Treasury Bond ETF	$1,629,199	$337,241 ▲	26.1%	19,662	1.4%	Manufacturing
SCHX Schwab US Large-Cap ETF	$1,590,506	$105,581 ▼	-6.2%	65,078	1.4%	ETF
IJR iShares Core S&P Small-Cap ETF	$1,509,541	$48,307 ▼	-3.1%	13,812	1.3%	ETF
GOOG Alphabet	$1,454,370	$729,934 ▲	100.8%	8,199	1.2%	Computer and Technology
IJH iShares Core S&P Mid-Cap ETF	$1,448,546	$63,633 ▼	-4.2%	23,356	1.2%	ETF
GLD SPDR Gold Shares	$1,363,809	$138,393 ▲	11.3%	4,474	1.2%	Finance
LLY Eli Lilly and Company	$1,306,157	$374,078 ▲	40.1%	1,676	1.1%	Medical
SPEM SPDR Portfolio Emerging Markets ETF	$1,285,304	$476,759 ▼	-27.1%	30,073	1.1%	ETF
BRK.B Berkshire Hathaway	$1,234,827	$700,480 ▲	131.1%	2,542	1.1%	Finance
IEF iShares 7-10 Year Treasury Bond ETF	$1,184,876	$280,608 ▲	31.0%	12,372	1.0%	ETF
IEI iShares 3-7 Year Treasury Bond ETF	$1,155,424	$262,835 ▲	29.4%	9,702	1.0%	ETF
BSV Vanguard Short-Term Bond ETF	$1,103,848	$2,125 ▲	0.2%	14,026	0.9%	ETF
IEMG iShares Core MSCI Emerging Markets ETF	$1,088,232	$39,380 ▲	3.8%	18,128	0.9%	ETF
PG Procter & Gamble	$1,075,675	$48,749 ▼	-4.3%	6,752	0.9%	Consumer Staples
META Meta Platforms	$1,043,007	$647,358 ▲	163.6%	1,413	0.9%	Computer and Technology
WMT Walmart	$968,028	$171,312 ▲	21.5%	9,900	0.8%	Retail/Wholesale
JPST JPMorgan Ultra-Short Income ETF	$923,784	$50,983 ▼	-5.2%	18,228	0.8%	ETF
AGG iShares Core U.S. Aggregate Bond ETF	$884,681	$117,852 ▼	-11.8%	8,918	0.8%	Finance
FBND Fidelity Total Bond ETF	$834,938	$16,104 ▼	-1.9%	18,250	0.7%	ETF
SSGA ACTIVE TR	$781,161	$781,161 ▲	New Holding	29,964	0.7%	SPDR BRIDGEWATER
ABBV AbbVie	$702,834	$154,453 ▲	28.2%	3,786	0.6%	Medical
ANGL VanEck Fallen Angel High Yield Bond ETF	$692,706		0.0%	23,658	0.6%	Manufacturing
SPTL SPDR Portfolio Long Term Treasury ETF	$682,990	$185,818 ▼	-21.4%	25,696	0.6%	ETF
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF	$672,446	$7,015 ▲	1.1%	6,135	0.6%	Finance
MO Altria Group	$656,108	$176,471 ▼	-21.2%	11,191	0.6%	Consumer Staples
V Visa	$655,922	$51,138 ▲	8.5%	1,847	0.6%	Business Services
HD Home Depot	$595,209	$39,241 ▼	-6.2%	1,623	0.5%	Retail/Wholesale
GRAYSCALE BITCOIN TRUST ETF	$589,527	$589,527 ▲	New Holding	6,950	0.5%	SHS REP COM UT
PALANTIR TECHNOLOGIES INC	$587,267	$189,621 ▲	47.7%	4,308	0.5%	CL A
BIL SPDR Bloomberg 1-3 Month T-Bill ETF	$580,454	$541,837 ▼	-48.3%	6,328	0.5%	ETF
SPSM SPDR Portfolio S&P 600 Small Cap ETF	$580,271	$234,008 ▲	67.6%	13,621	0.5%	ETF
SPIB SPDR Portfolio Intermediate Term Corporate Bond ETF	$578,113	$280,326 ▲	94.1%	17,216	0.5%	ETF
OKE ONEOK	$556,812	$71,020 ▲	14.6%	6,821	0.5%	Energy
QUAL iShares MSCI USA Quality Factor ETF	$548,969	$1,462 ▲	0.3%	3,003	0.5%	ETF
SPLB SPDR Portfolio Long Term Corporate Bond ETF	$543,891	$113,459 ▲	26.4%	24,098	0.5%	ETF
SPMD SPDR Portfolio S&P 400 Mid Cap ETF	$524,610	$26,864 ▲	5.4%	9,647	0.5%	ETF
TSLA Tesla	$519,155	$519,155 ▲	New Holding	1,634	0.4%	Auto/Tires/Trucks
TROW T. Rowe Price Group	$514,870	$514,870 ▲	New Holding	5,335	0.4%	Finance
VZ Verizon Communications	$514,323	$10,991 ▼	-2.1%	11,886	0.4%	Computer and Technology
NKE NIKE	$513,476	$1,918 ▲	0.4%	7,228	0.4%	Consumer Discretionary
PFE Pfizer	$501,282	$216,705 ▲	76.1%	20,680	0.4%	Medical
GRPM Invesco S&P MidCap 400 GARP ETF	$498,362	$9,180 ▼	-1.8%	4,560	0.4%	ETF
T AT&T	$495,522	$251,755 ▼	-33.7%	17,122	0.4%	Computer and Technology
GE VERNOVA INC	$476,764	$75,139 ▲	18.7%	901	0.4%	COM
RWR SPDR Dow Jones REIT ETF	$469,872	$469,872 ▲	New Holding	4,872	0.4%	ETF
CVX Chevron	$469,149	$201,350 ▲	75.2%	3,276	0.4%	Energy
MCD McDonald's	$468,798	$18,401 ▼	-3.8%	1,605	0.4%	Retail/Wholesale
SCHM Schwab U.S. Mid-Cap ETF	$467,369		0.0%	16,662	0.4%	ETF
IEFA iShares Core MSCI EAFE ETF	$462,980	$83,397 ▼	-15.3%	5,546	0.4%	ETF
PANW Palo Alto Networks	$462,896	$222,853 ▲	92.8%	2,262	0.4%	Computer and Technology
PSA Public Storage	$454,214	$52,816 ▲	13.2%	1,548	0.4%	Finance
GOOGL Alphabet	$450,406	$48,459 ▲	12.1%	2,556	0.4%	Computer and Technology
NOW ServiceNow	$450,299	$450,299 ▲	New Holding	438	0.4%	Computer and Technology
EMHC SPDR Bloomberg Emerging Markets USD Bond ETF	$434,677	$38,981 ▲	9.9%	17,663	0.4%	ETF
JPM JPMorgan Chase & Co.	$432,870	$83,501 ▼	-16.2%	1,493	0.4%	Finance
SCHD Schwab US Dividend Equity ETF	$431,712	$21,598 ▼	-4.8%	16,291	0.4%	ETF
F Ford Motor	$430,422	$131,850 ▲	44.2%	39,670	0.4%	Auto/Tires/Trucks
GWX SPDR S&P International Small Cap ETF	$429,094	$6,358 ▲	1.5%	11,541	0.4%	ETF
SRLN SPDR Blackstone Senior Loan ETF	$427,688	$35,519 ▲	9.1%	10,283	0.4%	ETF
PRU Prudential Financial	$424,808	$79,074 ▲	22.9%	3,954	0.4%	Finance
EIX Edison International	$422,938	$136,748 ▲	47.8%	8,196	0.4%	Utilities
DUK Duke Energy	$411,938	$77,644 ▲	23.2%	3,491	0.4%	Utilities
TFC Truist Financial	$410,047	$11,092 ▼	-2.6%	9,538	0.4%	Finance
DTD WisdomTree U.S. Total Dividend Fund	$409,861	$1,193 ▲	0.3%	5,154	0.4%	Finance
PM Philip Morris International	$406,551	$168,303 ▼	-29.3%	2,232	0.3%	Consumer Staples
JNK SPDR Bloomberg High Yield Bond ETF	$406,200	$406,200 ▲	New Holding	4,176	0.3%	Finance
MINT PIMCO Enhanced Short Maturity Exchange-Traded Fund	$400,934	$48,659 ▼	-10.8%	3,988	0.3%	ETF
USB U.S. Bancorp	$400,600	$61,631 ▼	-13.3%	8,853	0.3%	Finance
D Dominion Energy	$397,525	$6,444 ▼	-1.6%	7,033	0.3%	Utilities
ADM Archer Daniels Midland	$395,629	$395,629 ▲	New Holding	7,496	0.3%	Consumer Staples
RF Regions Financial	$394,286	$12,607 ▼	-3.1%	16,764	0.3%	Finance
IQLT iShares MSCI Intl Quality Factor ETF	$393,408	$9,725 ▼	-2.4%	9,102	0.3%	ETF
HBAN Huntington Bancshares	$389,683	$9,553 ▼	-2.4%	23,251	0.3%	Finance
KEY KeyCorp	$388,842	$7,403 ▼	-1.9%	22,322	0.3%	Finance
LYB LyondellBasell Industries	$388,177	$204,648 ▲	111.5%	6,709	0.3%	Basic Materials
AVGO Broadcom	$388,117	$25,084 ▲	6.9%	1,408	0.3%	Computer and Technology
MBB iShares MBS ETF	$386,827	$10,703 ▲	2.8%	4,120	0.3%	ETF
TIP iShares TIPS Bond ETF	$366,433		0.0%	3,330	0.3%	ETF
CFG Citizens Financial Group	$358,964	$144,132 ▼	-28.6%	8,022	0.3%	Finance
SCHC Schwab International Small-Cap Equity ETF	$356,461	$1,916 ▼	-0.5%	8,370	0.3%	ETF
LAZARD INC	$353,709	$353,709 ▲	New Holding	7,372	0.3%	COM
IBM International Business Machines	$351,167	$135,631 ▼	-27.9%	1,191	0.3%	Computer and Technology
AEP American Electric Power	$343,621	$97,007 ▼	-22.0%	3,312	0.3%	Utilities
CRWD CrowdStrike	$342,256		0.0%	672	0.3%	Computer and Technology
VLO Valero Energy	$341,431	$341,431 ▲	New Holding	2,540	0.3%	Energy

Showing largest 100 holdings. View all holdings.

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International Private Wealth Advisors LLC Top Holdings and 13F Report (2025)

About International Private Wealth Advisors LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

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International Private Wealth Advisors LLC Top Holdings and 13F Report (2025)

About International Private Wealth Advisors LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofInternational Private Wealth Advisors LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools