Holdings of International Private Wealth Advisors LLC
138 declared positions · as of Mar 31, 2026
Original filing · Ten largest lines: 35.3 % of the equity sleeve
Sector breakdown
- Technology 10.5 %
- Financials 5.6 %
- Funds 5.5 %
- Consumer staples 4.8 %
- Consumer discretionary 4.6 %
- Communication 4.4 %
- Utilities 4.0 %
- Health care 3.8 %
- Energy 1.8 %
- Industrials 1.6 %
- Materials 0.2 %
- Unattributed 53.2 %
Titelia classification, company by company. The unattributed share stays visible.
Currency breakdown
The quoted currency of each line, as declared.
Country breakdown
Shares computed on the equity sleeve.
| Rank | Country | Lines | Value | Share |
|---|
| 1 | US | 138 | 138.2M $ | 100.00 % |
Positions
| Rank | Company | Shares | Value | Weight |
|---|
| 101 | Fifth Third Bancorp | 7,196 | 334.3K $ | |
| 102 | Exelon Corp | 6,774 | 332.1K $ | |
| 103 | OGE Energy Corp | 6,846 | 328.3K $ | |
| 104 | VanEck J. P. Morgan EM Local Currency Bond ETF | 13,008 | 326.6K $ | |
| 105 | Principal Financial Group Inc | 3,624 | 326.5K $ | |
| 106 | iShares Trust | 12,829 | 322.7K $ | |
| 107 | PPL Corp | 8,190 | 312.9K $ | |
| 108 | Vanguard Total Stock Market ETF | 973 | 312.1K $ | |
| 109 | Pinnacle West Capital Corp. | 3,076 | 309.9K $ | |
| 110 | Dimensional ETF Trust | 12,940 | 306K $ | |
| 111 | Coca-Cola Co/The | 3,988 | 303.3K $ | |
| 112 | DTE Energy Co | 2,022 | 295.7K $ | |
| 113 | ONEOK Inc | 3,208 | 290K $ | |
| 114 | SPDR Gold MiniShares Trust | 3,116 | 288.8K $ | |
| 115 | SELECT SECTOR SPDR TRUST (THE) | 2,155 | 286.4K $ | |
| 116 | Schwab US TIPS ETF | 10,664 | 283.8K $ | |
| 117 | Best Buy Co Inc | 4,380 | 281.2K $ | |
| 118 | Schwab US Dividend Equity ETF | 9,151 | 280.8K $ | |
| 119 | International Paper Co | 7,801 | 278.5K $ | |
| 120 | Crowdstrike Holdings Inc | 712 | 278K $ | |
| 121 | Genuine Parts Co | 2,610 | 276K $ | |
| 122 | International Business Machines Corp. | 1,112 | 269.5K $ | |
| 123 | INVESCO EXCHANGE TRADED FUND TRUST | 2,190 | 258.9K $ | |
| 124 | VanEck Fallen Angel High Yield | 8,920 | 256.2K $ | |
| 125 | Public Service Enterprise Group Inc | 3,143 | 254.5K $ | |
| 126 | Visa Inc | 833 | 251.9K $ | |
| 127 | Wells Fargo & Co | 3,101 | 246.9K $ | |
| 128 | Skyworks Solutions Inc | 4,498 | 240.9K $ | |
| 129 | Conagra Brands Inc | 15,180 | 238.6K $ | |
| 130 | Fidelity Total Bond ETF | 4,860 | 221.7K $ | |
| 131 | iShares 0-1 Year Treasury Bond ETF | 1,946 | 214.8K $ | |
| 132 | JPMorgan Ultra-Short Income ETF | 4,244 | 214.8K $ | |
| 133 | HP Inc | 11,096 | 213.2K $ | |
| 134 | Vanguard FTSE Europe ETF | 2,548 | 210K $ | |
| 135 | State Street SPDR Portfolio Intermediate Term Treasury ETF | 7,301 | 209.2K $ | |
| 136 | Nuveen Preferred & Income Opportunities Fund | 23,531 | 177.4K $ | |
| 137 | PIMCO (US) | 28,255 | 130.8K $ | |
| 138 | Telefonaktiebolaget LM Ericsson | 11,172 | 125.9K $ | |