13F-HR filed by International Private Wealth Advisors LLC
International Private Wealth Advisors LLC filed this 13F-HR for the quarter ended 2024-12-31, filed 2025-01-29, with 152 holding rows worth $100,483,938.
- Accession
- 0001951757-25-000144
- Filer
- CIK 2022637
- Filed
- 2025-01-29
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q4 2024
A holdings report, 152 entries on the cover page, a total value of $100,483,938 stated on the cover page (in dollars after the unit check, H1), rows summing to $100,483,938 with VALUE read as dollars as filed, 13F file number 028-24120. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| SPY | 78462F103 | SHS | 13,792 | $8,083,384 | dollars as filed | |
| Apple Inc | 037833100 | COM | 19,475 | $4,876,847 | dollars as filed | |
| ETF OPPORTUNITIES TRUST | 26923N660 | IDX DY FI IN ETF | 138,176 | $3,217,331 | dollars as filed | |
| Amazon.com, Inc | 023135106 | COM | 14,434 | $3,166,675 | dollars as filed | |
| NVIDIA Corp | 67066G104 | COM | 21,960 | $2,949,029 | dollars as filed | |
| SSGA ACTIVE TR | 78470P408 | STATE STREET US | 49,445 | $2,642,355 | dollars as filed | |
| SPDW | 78463X889 | COM | 76,109 | $2,597,585 | dollars as filed | |
| Costco Wholesale Corporation | 22160K105 | COM | 2,823 | $2,587,016 | dollars as filed | |
| SPDR SER TR STATE STR SPDR PORT S&P 500 ETF | 78464A854 | SHS | 32,349 | $2,230,117 | dollars as filed | |
| Microsoft Corp | 594918104 | COM | 5,140 | $2,166,565 | dollars as filed | |
| Schwab U.S. Large-Cap ETF | 808524201 | SHS | 70,624 | $1,637,064 | dollars as filed | |
| iShares Core S&P Small-Cap ETF | 464287804 | SHS | 13,661 | $1,573,967 | dollars as filed | |
| SPDR Portfolio Emerging Markets ETF | 78463X509 | SHS | 38,361 | $1,471,922 | dollars as filed | |
| IJH | 464287507 | COM | 23,496 | $1,464,012 | dollars as filed | |
| SPDR SERIES TRUST | 78464A649 | ST STR AGGRE ETF | 56,352 | $1,408,239 | dollars as filed | |
| iShares Core US Aggregate Bond ETF | 464287226 | SHS | 13,148 | $1,274,023 | dollars as filed | |
| ISHARES TR | 464287432 | 20 YR TR BD ETF | 14,406 | $1,258,076 | dollars as filed | |
| SPDR Bloomberg 1-3 Month T-Bill ETF | 78468R663 | SHS | 13,560 | $1,239,806 | dollars as filed | |
| ISHARES TR | 464287457 | COM | 14,756 | $1,209,697 | dollars as filed | |
| SSGA ACTIVE TR | 78470P507 | ST STR SECTO ETF | 46,546 | $1,180,441 | dollars as filed | |
| Vanguard Short-Term Bond ETF | 921937827 | SHS | 13,993 | $1,081,254 | dollars as filed | |
| INVESCO QQQ TR | 46090E103 | COM | 2,073 | $1,059,991 | dollars as filed | |
| Procter & Gamble Co | 742718109 | COM | 5,970 | $1,000,806 | dollars as filed | |
| SPDR GOLD TR | 78463V107 | GOLD SHS | 4,076 | $986,922 | dollars as filed | |
| Eli Lilly and Company | 532457108 | COM | 1,240 | $957,133 | dollars as filed | |
| J P MORGAN EXCHANGE TRADED F | 46641Q837 | ULTRA SHRT ETF | 18,698 | $941,807 | dollars as filed | |
| FIDELITY MERRIMACK STR TR | 316188309 | TOTAL BD ETF | 18,935 | $849,613 | dollars as filed | |
| Walmart Inc. | 931142103 | COM | 9,128 | $824,715 | dollars as filed | |
| ISHARES TR | 464288661 | 3 7 YR TREAS BD | 7,095 | $819,827 | dollars as filed | |
| ISHARES TR | 464287440 | 7-10 YR TRSY BD | 8,404 | $776,950 | dollars as filed | |
| iShares Core MSCI Emerging Markets ETF | 46434G103 | SHS | 14,004 | $731,305 | dollars as filed | |
| SPDR Portfolio Long Term Treasury ETF | 78464A664 | SHS | 27,381 | $717,107 | dollars as filed | |
| Alphabet Inc. Reg. Shares C | 02079K107 | COM | 3,564 | $678,660 | dollars as filed | |
| VANECK ETF TRUST | 92189F437 | COM | 23,658 | $678,275 | dollars as filed | |
| Altria Group Inc | 02209S103 | COM | 12,569 | $657,219 | dollars as filed | |
| iShares iBoxx Inv Grade Corporate Bond ETF | 464287242 | SHS | 6,059 | $647,326 | dollars as filed | |
| AbbVie,Inc. | 00287Y109 | COM | 3,624 | $644,048 | dollars as filed | |
| SPDR Portfolio S&P 600 Small Cap ETF | 78468R853 | SHS | 13,622 | $611,917 | dollars as filed | |
| Vanguard Intermediate-Term Corporate Bond ETF | 92206C870 | SHS | 7,516 | $603,309 | dollars as filed | |
| ONEOK INC NEW | 682680103 | COM | 5,831 | $585,391 | dollars as filed | |
| INTERNATIONAL PAPER CO COM | 460146103 | Stock | 10,422 | $560,922 | dollars as filed | |
| Alphabet Inc. Reg. Shares A | 02079K305 | COM | 2,924 | $553,606 | dollars as filed | |
| Visa Inc | 92826C839 | COM | 1,751 | $553,456 | dollars as filed | |
| NIKE,Inc. Class B | 654106103 | COM | 7,235 | $547,441 | dollars as filed | |
| AT&T Inc | 00206R102 | COM | 23,218 | $528,684 | dollars as filed | |
| INVESCO S&P MIDCAP 400 GARP ETF | 46137V225 | ETF | 4,652 | $524,513 | dollars as filed | |
| ISHARES MSCI USA QUALITY FACTOR ETF | 46432F339 | ETF | 2,900 | $516,460 | dollars as filed | |
| SCHD | 808524797 | COM | 18,450 | $504,054 | dollars as filed | |
| SPDR SER TR | 78468R622 | BLOOMBERG HIGH Y | 5,258 | $501,999 | dollars as filed | |
| Berkshire Hathaway Inc | 084670702 | COM | 1,072 | $485,916 | dollars as filed | |
| NISOURCE INC COM | 65473P105 | Stock | 12,896 | $474,067 | dollars as filed | |
| McDonalds Corporation | 580135101 | COM | 1,615 | $468,050 | dollars as filed | |
| iShares Core MSCI EAFE ETF | 46432F842 | SHS | 6,646 | $467,081 | dollars as filed | |
| Schwab US Mid-Cap ETF | 808524508 | SHS | 16,662 | $461,704 | dollars as filed | |
| ENTERGY CORP NEW COM | 29364G103 | Stock | 6,073 | $460,428 | dollars as filed | |
| Home Depot, Inc | 437076102 | COM | 1,160 | $451,125 | dollars as filed | |
| PUBLIC SVC ENTERPRISE GROUP COM | 744573106 | Stock | 5,329 | $450,256 | dollars as filed | |
| EXXON MOBIL CORP | 30231G102 | COM | 4,175 | $449,097 | dollars as filed | |
| Tesla Motors, Inc | 88160R101 | COM | 1,108 | $447,455 | dollars as filed | |
| Verizon Communications Inc | 92343V104 | COM | 11,141 | $445,542 | dollars as filed | |
| KIMBERLY-CLARK CORP COM | 494368103 | Stock | 3,372 | $441,918 | dollars as filed | |
| KEYCORP COM | 493267108 | Stock | 25,676 | $440,086 | dollars as filed | |
| SPDR Portfolio S&P 400 Mid Cap ETF | 78464A847 | SHS | 8,019 | $438,541 | dollars as filed | |
| USBANCORPDEL | 902973304 | COM NEW | 9,080 | $434,286 | dollars as filed | |
| CITIZENS FINL GROUP INC COM | 174610105 | Stock | 9,632 | $421,491 | dollars as filed | |
| Pfizer Inc. | 717081103 | COM | 15,182 | $402,766 | dollars as filed | |
| PIMCO ETF TR | 72201R833 | ENHAN SHRT MA AC | 3,988 | $400,156 | dollars as filed | |
| HUNTINGTON BANCSHARES INC COM | 446150104 | Stock | 24,498 | $398,587 | dollars as filed | |
| WISDOMTREE TR | 97717W109 | US TOTAL DIVIDND | 5,137 | $389,668 | dollars as filed | |
| TRUIST FINL CORP COM | 89832Q109 | Stock | 8,761 | $380,067 | dollars as filed | |
| JPMorgan Chase & Co | 46625H100 | COM | 1,550 | $371,490 | dollars as filed | |
| WATSCO INC COM | 942622200 | Stock | 782 | $370,562 | dollars as filed | |
| REGIONS FINANCIAL CORP NEW COM | 7591EP100 | Stock | 15,660 | $368,333 | dollars as filed | |
| iShares MBS ETF | 464288588 | SHS | 4,007 | $367,362 | dollars as filed | |
| UnitedHealth Group Inc | 91324P102 | COM | 722 | $365,089 | dollars as filed | |
| EDISON INTL COM | 281020107 | Stock | 4,537 | $362,212 | dollars as filed | |
| CMS ENERGY CORP COM | 125896100 | Stock | 5,406 | $360,293 | dollars as filed | |
| PRUDENTIAL FINL INC COM | 744320102 | Stock | 3,013 | $357,153 | dollars as filed | |
| iShares TIPS Bond ETF | 464287176 | SHS | 3,330 | $354,812 | dollars as filed | |
| DOMINION ENERGY INC COM | 25746U109 | Stock | 6,572 | $353,990 | dollars as filed | |
| International Business Machines Corporation | 459200101 | COM | 1,583 | $348,028 | dollars as filed | |
| FIFTH THIRD BANCORP COM | 316773100 | Stock | 8,030 | $339,508 | dollars as filed | |
| NRG ENERGY INC COM NEW | 629377508 | Stock | 3,743 | $337,701 | dollars as filed | |
| ISHARES TR | 46434V456 | MSCI INTL QUALTY | 9,089 | $337,385 | dollars as filed | |
| AMERICAN ELEC PWR CO INC COM | 025537101 | Stock | 3,592 | $331,268 | dollars as filed | |
| Automatic Data Processing,Inc. | 053015103 | COM | 1,110 | $324,930 | dollars as filed | |
| Philip Morris International Inc. | 718172109 | COM | 2,687 | $323,426 | dollars as filed | |
| SPDR INDEX SHS FDS | 78463X871 | ST INTL CAP ETF | 10,396 | $322,116 | dollars as filed | |
| TRACTOR SUPPLY CO COM | 892356106 | Stock | 6,055 | $321,278 | dollars as filed | |
| META PLATFORMS INC CL A | 30303M102 | COM | 546 | $319,713 | dollars as filed | |
| ALLIANT ENERGY CORP COM | 018802108 | Stock | 5,389 | $318,698 | dollars as filed | |
| OMNICOM GROUP INC COM | 681919106 | Stock | 3,652 | $314,209 | dollars as filed | |
| SPDR SERIES TRUST | 78468R440 | STATE STRET SPDR | 11,787 | $305,098 | dollars as filed | |
| WORLD GOLD TR | 98149E303 | SPDR GLD MINIS | 5,822 | $302,686 | dollars as filed | |
| PPL CORP COM | 69351T106 | Stock | 9,289 | $301,531 | dollars as filed | |
| CONAGRA FOODS INC | 205887102 | COM | 10,644 | $295,382 | dollars as filed | |
| Duke Energy Corporation | 26441C204 | COM | 2,739 | $295,100 | dollars as filed | |
| SPDR SERIES TRUST | 78464A375 | ST INTER BD ETF | 8,896 | $291,448 | dollars as filed | |
| INVESCO ACTVELY MNGD ETC FD | 46090F100 | OPTIMUM YIELD | 21,936 | $284,954 | dollars as filed | |
| INVESCO LTD SHS | G491BT108 | Stock | 16,193 | $283,047 | dollars as filed | |
| PAYCHEX INC | 704326107 | COM | 2,012 | $282,123 | dollars as filed | |
| DIREXION SHARES ETF TRUST | 25459W847 | DAILY SMALL CAP | 6,722 | $281,517 | dollars as filed | |
| BEST BUY INC COM | 086516101 | Stock | 3,276 | $281,054 | dollars as filed | |
| FORD MTR CO COM | 345370860 | Stock | 28,246 | $279,639 | dollars as filed | |
| DTE ENERGY CO COM | 233331107 | Stock | 2,311 | $279,034 | dollars as filed | |
| OGE ENERGY CORP | 670837103 | COM | 6,710 | $276,798 | dollars as filed | |
| MCCORMICK & CO INC COM NON VTG | 579780206 | Stock | 3,626 | $276,446 | dollars as filed | |
| VALERO ENERGY CORP COM | 91913Y100 | Stock | 2,251 | $275,911 | dollars as filed | |
| FRANKLIN RESOURCES INC COM | 354613101 | Stock | 13,518 | $274,272 | dollars as filed | |
| CLOROX CO DEL | 189054109 | COM | 1,680 | $272,849 | dollars as filed | |
| WHIRLPOOL CORP COM | 963320106 | Stock | 2,380 | $272,510 | dollars as filed | |
| FMC CORP COM NEW | 302491303 | Stock | 5,604 | $272,398 | dollars as filed | |
| STATE STREET SPDR BLOOMBERG EMERGING MARKETS USD BOND ETF | 78468R515 | ETF | 11,356 | $270,036 | dollars as filed | |
| SCHWAB STRATEGIC TR | 808524888 | INTL SCEQT ETF | 7,752 | $266,131 | dollars as filed | |
| WEC ENERGY GROUP INC COM | 92939U106 | Stock | 2,817 | $264,891 | dollars as filed | |
| INTERPUBLIC GROUP COS | 460690100 | COM | 9,422 | $264,015 | dollars as filed | |
| SSGA ACTIVE ETF TR | 78467V608 | BLACKSTONE SENR | 6,309 | $263,263 | dollars as filed | |
| FIDELITY NATIONAL FINANCIAL | 31620R303 | FNF GROUP COM | 4,687 | $263,137 | dollars as filed | |
| COMERICAINC | 200340107 | COM | 4,246 | $262,645 | dollars as filed | |
| Advanced Micro Devices,Inc. | 007903107 | COM | 2,132 | $257,524 | dollars as filed | |
| Chevron Corporation | 166764100 | COM | 1,774 | $256,948 | dollars as filed | |
| PGIM ETF TR | 69344A107 | PGIM ULTRA SH BD | 5,182 | $256,768 | dollars as filed | |
| Energy Select Sector SPDR Fund | 81369Y506 | SHS | 2,946 | $252,354 | dollars as filed | |
| FIRSTENERGY CORP | 337932107 | COM | 6,340 | $252,214 | dollars as filed | |
| Broadcom Inc. | 11135F101 | COM | 1,085 | $251,591 | dollars as filed | |
| COLGATE PALMOLIVE CO COM | 194162103 | Stock | 2,757 | $250,643 | dollars as filed | |
| EMERSON ELEC CO COM | 291011104 | Stock | 2,005 | $248,469 | dollars as filed | |
| GE Vernova Inc. | 36828A101 | COM | 753 | $247,684 | dollars as filed | |
| DIAMONDBACK ENERGY INC COM | 25278X109 | Stock | 1,509 | $247,219 | dollars as filed | |
| PepsiCo,Inc. | 713448108 | COM | 1,588 | $241,471 | dollars as filed | |
| SPDR SERIES TRUST | 78464A672 | ST INTER ETF | 8,658 | $241,385 | dollars as filed | |
| LYONDELLBASELL INDUSTRIES NV SHS - A - | N53745100 | Stock | 3,189 | $236,825 | dollars as filed | |
| HP INC COM | 40434L105 | Stock | 7,256 | $236,776 | dollars as filed | |
| SONOCO PRODS CO | 835495102 | COM | 4,847 | $236,762 | dollars as filed | |
| HERSHEY CO COM | 427866108 | Stock | 1,396 | $236,413 | dollars as filed | |
| Amgen Inc. | 031162100 | COM | 903 | $235,233 | dollars as filed | |
| ANNALY CAPITAL MANAGEMENT INC COM NEW | 035710839 | REIT | 12,635 | $231,220 | dollars as filed | |
| PRINCIPAL FINANCIAL GROUP INC COM | 74251V102 | Stock | 2,870 | $222,175 | dollars as filed | |
| Johnson & Johnson | 478160104 | COM | 1,530 | $221,324 | dollars as filed | |
| SCHWAB STRATEGIC TR | 808524763 | FUNDAMENTAL US S | 7,383 | $219,275 | dollars as filed | |
| LULULEMON ATHLETICA INC | 550021109 | COM | 558 | $213,385 | dollars as filed | |
| PALO ALTO NETWORKS INC | 697435105 | COM | 1,160 | $211,074 | dollars as filed | |
| QUEST DIAGNOSTICS INC COM | 74834L100 | Stock | 1,398 | $210,902 | dollars as filed | |
| Raytheon Technologies Corporation | 75513E101 | COM | 1,822 | $210,822 | dollars as filed | |
| VANECK ETF TRUST | 92189H300 | JP MRGAN EM LOC | 9,002 | $208,034 | dollars as filed | |
| iShares Global REIT ETF | 46434V647 | SHS | 8,640 | $207,093 | dollars as filed | |
| iShares Gold Trust | 464285204 | COM | 4,161 | $206,011 | dollars as filed | |
| SEAGATE TECHNOLOGY HLDNGS | G7997R103 | ORD SHS | 2,343 | $202,203 | dollars as filed | |
| NUVEEN PFD & INCOME OPPORTUN | 67073B106 | COM | 22,243 | $174,828 | dollars as filed | |
| WALGREENS BOOTS ALLIANCE INC | 931427108 | COM | 14,730 | $137,435 | dollars as filed | |
| PIMCO HIGH INCOME FD | 722014107 | COM SHS | 24,598 | $119,545 | dollars as filed | |
| TELEFONAKTIEBOLAGET LM ERICSS ADR B SEK 10 | 294821608 | ADR | 13,364 | $107,714 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001951757-25-000144 | this filing | 2025-01-29 | acceptance time not in the bulk data set |