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Private Wealth Advisors, LLC

Portfolio Manager
Private Wealth Advisors, LLC
Performance
+3.28% (2026 Q1)
AUM (13F)
$355.61M
# of Holdings
95
Performance Rank
Allocation (Top 20)
59.2%

Private Wealth Advisors, LLC Holdings Map

Top 50 Private Wealth Advisors, LLC Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
GLD
SPDR GOLD TR
15.77%130.3K$56.1M
+93.26%(+62.90K)
2025-Q1: 73.1K shares2025-Q2: 72.1K shares2025-Q3: 70.8K shares2025-Q4: 67.4K shares2026-Q1: 130.3K shares
$281.41(+34.37%)
2026-03-31
XLF
SELECT SECTOR SPDR TR
3.44%248.0K$12.2M
+73.64%(+105.16K)
2025-Q1: 155.0K shares2025-Q2: 144.3K shares2025-Q3: 140.7K shares2025-Q4: 142.8K shares2026-Q1: 248.0K shares
$41.81(+33.04%)
2026-03-31
ADM
ARCHER DANIELS MIDLAND CO
3.12%152.7K$11.1M
+99.32%(+76.10K)
2025-Q1: 76.1K shares2025-Q2: 76.4K shares2025-Q3: 76.6K shares2025-Q4: 76.6K shares2026-Q1: 152.7K shares
$65.43(+17.37%)
2026-03-31
NKE
NIKE INC
2.79%188.1K$9.9Mnew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 188.1K shares
$58.26(-24.33%)
2026-03-31
XLV
SELECT SECTOR SPDR TR
2.73%66.3K$9.7M
+31.34%(+15.83K)
2025-Q1: 74.2K shares2025-Q2: 25.9K shares2025-Q3: 35.8K shares2025-Q4: 50.5K shares2026-Q1: 66.3K shares
$134.84(+21.43%)
2026-03-31
XLB
SELECT SECTOR SPDR TR
2.59%184.0K$9.2M
-10.71%(-22.07K)
2025-Q1: 104.7K shares2025-Q2: 103.6K shares2025-Q3: 101.8K shares2025-Q4: 206.1K shares2026-Q1: 184.0K shares
$33.21(+56.59%)
2026-03-31
VPL
VANGUARD INTL EQUITY INDEX F
2.47%89.8K$8.8M
-16.20%(-17.37K)
2025-Q1: 103.4K shares2025-Q2: 104.4K shares2025-Q3: 103.5K shares2025-Q4: 107.2K shares2026-Q1: 89.8K shares
$70.21(+59.47%)
2026-03-31
DEM
WISDOMTREE TR
2.41%172.2K$8.6M
-27.81%(-66.34K)
2025-Q1: 167.4K shares2025-Q2: 255.2K shares2025-Q3: 227.0K shares2025-Q4: 238.5K shares2026-Q1: 172.2K shares
$41.56(+28.43%)
2026-03-31
XLI
SELECT SECTOR SPDR TR
2.25%49.5K$8.0M
-22.94%(-14.75K)
2025-Q1: 61.4K shares2025-Q2: 60.5K shares2025-Q3: 57.8K shares2025-Q4: 64.3K shares2026-Q1: 49.5K shares
$107.20(+71.56%)
2026-03-31
XLY
SELECT SECTOR SPDR TR
2.22%72.6K$7.9M
+765.12%(+64.18K)
2025-Q1: 5.5K shares2025-Q2: 4.2K shares2025-Q3: 4.2K shares2025-Q4: 8.4K shares2026-Q1: 72.6K shares
$107.15(+9.31%)
2026-03-31

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