13F-HR filed by International Private Wealth Advisors LLC
International Private Wealth Advisors LLC filed this 13F-HR for the quarter ended 2025-03-31, filed 2025-04-14, with 153 holding rows worth $104,337,040.
- Accession
- 0001951757-25-000354
- Filer
- CIK 2022637
- Filed
- 2025-04-14
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q1 2025
A holdings report, 153 entries on the cover page, a total value of $104,337,040 stated on the cover page (in dollars after the unit check, H1), rows summing to $104,337,040 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 | 12,337 | $6,900,947 | dollars as filed | |
| Apple Inc | 037833100 | COM | 20,814 | $4,623,331 | dollars as filed | |
| SPDW | 78463X889 | COM | 104,175 | $3,793,000 | dollars as filed | |
| ETF OPPORTUNITIES TRUST | 26923N660 | IDX DY FI IN ETF | 140,252 | $3,240,523 | dollars as filed | |
| SPDR SERIES TRUST | 78468R440 | STATE STRET SPDR | 106,489 | $2,950,801 | dollars as filed | |
| SSGA ACTIVE TR | 78470P408 | STATE STREET US | 55,400 | $2,812,681 | dollars as filed | |
| Amazon.com, Inc | 023135106 | COM | 14,582 | $2,774,371 | dollars as filed | |
| Costco Wholesale Corporation | 22160K105 | COM | 2,653 | $2,509,553 | dollars as filed | |
| SPDR SER TR STATE STR SPDR PORT S&P 500 ETF | 78464A854 | SHS | 36,208 | $2,381,046 | dollars as filed | |
| Microsoft Corp | 594918104 | COM | 5,409 | $2,030,385 | dollars as filed | |
| NVIDIA Corp | 67066G104 | COM | 17,816 | $1,930,914 | dollars as filed | |
| SPDR SERIES TRUST | 78464A649 | ST STR AGGRE ETF | 64,457 | $1,646,231 | dollars as filed | |
| SPDR Portfolio Emerging Markets ETF | 78463X509 | SHS | 41,228 | $1,623,157 | dollars as filed | |
| Schwab U.S. Large-Cap ETF | 808524201 | SHS | 69,398 | $1,532,308 | dollars as filed | |
| ISHARES TR | 464287432 | 20 YR TR BD ETF | 16,382 | $1,491,253 | dollars as filed | |
| SSGA ACTIVE TR | 78470P507 | ST STR SECTO ETF | 57,600 | $1,490,691 | dollars as filed | |
| iShares Core S&P Small-Cap ETF | 464287804 | SHS | 14,254 | $1,490,491 | dollars as filed | |
| IJH | 464287507 | COM | 24,382 | $1,422,692 | dollars as filed | |
| ISHARES TR | 464287457 | COM | 15,592 | $1,289,926 | dollars as filed | |
| Procter & Gamble Co | 742718109 | COM | 7,058 | $1,202,773 | dollars as filed | |
| SPDR GOLD TR | 78463V107 | GOLD SHS | 4,020 | $1,158,323 | dollars as filed | |
| SPDR Bloomberg 1-3 Month T-Bill ETF | 78468R663 | SHS | 12,235 | $1,122,308 | dollars as filed | |
| Vanguard Short-Term Bond ETF | 921937827 | SHS | 13,999 | $1,095,836 | dollars as filed | |
| INVESCO QQQ TR | 46090E103 | COM | 2,195 | $1,029,474 | dollars as filed | |
| iShares Core US Aggregate Bond ETF | 464287226 | SHS | 10,106 | $999,637 | dollars as filed | |
| Eli Lilly and Company | 532457108 | COM | 1,196 | $987,704 | dollars as filed | |
| J P MORGAN EXCHANGE TRADED F | 46641Q837 | ULTRA SHRT ETF | 19,234 | $973,806 | dollars as filed | |
| iShares Core MSCI Emerging Markets ETF | 46434G103 | SHS | 17,472 | $942,941 | dollars as filed | |
| ISHARES TR | 464287440 | 7-10 YR TRSY BD | 9,442 | $900,484 | dollars as filed | |
| SPDR Portfolio Long Term Treasury ETF | 78464A664 | SHS | 32,687 | $891,046 | dollars as filed | |
| ISHARES TR | 464288661 | 3 7 YR TREAS BD | 7,495 | $885,422 | dollars as filed | |
| Altria Group Inc | 02209S103 | COM | 14,201 | $852,350 | dollars as filed | |
| FIDELITY MERRIMACK STR TR | 316188309 | TOTAL BD ETF | 18,602 | $849,181 | dollars as filed | |
| AT&T Inc | 00206R102 | COM | 25,821 | $730,214 | dollars as filed | |
| Walmart Inc. | 931142103 | COM | 8,148 | $715,313 | dollars as filed | |
| VANECK ETF TRUST | 92189F437 | COM | 23,658 | $682,770 | dollars as filed | |
| iShares iBoxx Inv Grade Corporate Bond ETF | 464287242 | SHS | 6,071 | $659,884 | dollars as filed | |
| Alphabet Inc. Reg. Shares C | 02079K107 | COM | 4,084 | $638,075 | dollars as filed | |
| Home Depot, Inc | 437076102 | COM | 1,730 | $633,945 | dollars as filed | |
| AbbVie,Inc. | 00287Y109 | COM | 2,954 | $619,002 | dollars as filed | |
| ARISTA NETWORKS INC | 040413205 | COM | 7,738 | $599,540 | dollars as filed | |
| Visa Inc | 92826C839 | COM | 1,703 | $596,944 | dollars as filed | |
| ONEOK INC NEW | 682680103 | COM | 5,951 | $590,423 | dollars as filed | |
| Berkshire Hathaway Inc | 084670702 | COM | 1,100 | $585,838 | dollars as filed | |
| Verizon Communications Inc | 92343V104 | COM | 12,140 | $550,689 | dollars as filed | |
| PUBLIC SVC ENTERPRISE GROUP COM | 744573106 | Stock | 6,388 | $525,727 | dollars as filed | |
| McDonalds Corporation | 580135101 | COM | 1,668 | $521,047 | dollars as filed | |
| Vanguard Intermediate-Term Corporate Bond ETF | 92206C870 | SHS | 6,318 | $516,560 | dollars as filed | |
| ISHARES MSCI USA QUALITY FACTOR ETF | 46432F339 | ETF | 2,995 | $511,826 | dollars as filed | |
| Philip Morris International Inc. | 718172109 | COM | 3,156 | $500,938 | dollars as filed | |
| iShares Core MSCI EAFE ETF | 46432F842 | SHS | 6,545 | $495,129 | dollars as filed | |
| INVESCO S&P MIDCAP 400 GARP ETF | 46137V225 | ETF | 4,644 | $486,228 | dollars as filed | |
| SCHD | 808524797 | COM | 17,106 | $478,284 | dollars as filed | |
| SPDR Portfolio S&P 400 Mid Cap ETF | 78464A847 | SHS | 9,153 | $468,451 | dollars as filed | |
| AMERICAN ELEC PWR CO INC COM | 025537101 | Stock | 4,247 | $464,034 | dollars as filed | |
| CITIZENS FINL GROUP INC COM | 174610105 | Stock | 11,243 | $460,635 | dollars as filed | |
| NIKE,Inc. Class B | 654106103 | COM | 7,201 | $457,134 | dollars as filed | |
| PIMCO ETF TR | 72201R833 | ENHAN SHRT MA AC | 4,472 | $449,973 | dollars as filed | |
| CMS ENERGY CORP COM | 125896100 | Stock | 5,851 | $439,480 | dollars as filed | |
| JPMorgan Chase & Co | 46625H100 | COM | 1,781 | $436,832 | dollars as filed | |
| Schwab US Mid-Cap ETF | 808524508 | SHS | 16,662 | $436,544 | dollars as filed | |
| USBANCORPDEL | 902973304 | COM NEW | 10,215 | $431,297 | dollars as filed | |
| SPDR Portfolio Long Term Corporate Bond ETF | 78464A367 | SHS | 19,071 | $430,433 | dollars as filed | |
| ENTERGY CORP NEW COM | 29364G103 | Stock | 5,013 | $428,570 | dollars as filed | |
| ALLIANT ENERGY CORP COM | 018802108 | Stock | 6,480 | $416,984 | dollars as filed | |
| International Business Machines Corporation | 459200101 | COM | 1,651 | $410,560 | dollars as filed | |
| PUBLIC STORAGE COM | 74460D109 | REIT | 1,368 | $409,429 | dollars as filed | |
| SPDR INDEX SHS FDS | 78463X103 | ST STR EUROP ETF | 9,302 | $409,371 | dollars as filed | |
| TRUIST FINL CORP COM | 89832Q109 | Stock | 9,796 | $403,102 | dollars as filed | |
| DOMINION ENERGY INC COM | 25746U109 | Stock | 7,147 | $400,732 | dollars as filed | |
| WISDOMTREE TR | 97717W109 | US TOTAL DIVIDND | 5,139 | $395,447 | dollars as filed | |
| WATSCO INC COM | 942622200 | Stock | 766 | $389,214 | dollars as filed | |
| STATE STREET SPDR BLOOMBERG EMERGING MARKETS USD BOND ETF | 78468R515 | ETF | 16,079 | $388,499 | dollars as filed | |
| SSGA ACTIVE ETF TR | 78467V608 | BLACKSTONE SENR | 9,429 | $387,819 | dollars as filed | |
| PPL CORP COM | 69351T106 | Stock | 10,706 | $386,576 | dollars as filed | |
| REGIONS FINANCIAL CORP NEW COM | 7591EP100 | Stock | 17,300 | $375,938 | dollars as filed | |
| iShares MBS ETF | 464288588 | SHS | 4,006 | $375,683 | dollars as filed | |
| ISHARES TR | 46434V456 | MSCI INTL QUALTY | 9,327 | $370,190 | dollars as filed | |
| iShares TIPS Bond ETF | 464287176 | SHS | 3,330 | $369,930 | dollars as filed | |
| OGE ENERGY CORP | 670837103 | COM | 7,983 | $366,917 | dollars as filed | |
| UnitedHealth Group Inc | 91324P102 | COM | 698 | $365,626 | dollars as filed | |
| KEYCORP COM | 493267108 | Stock | 22,747 | $363,727 | dollars as filed | |
| SPDR INDEX SHS FDS | 78463X871 | ST INTL CAP ETF | 11,370 | $363,400 | dollars as filed | |
| DTE ENERGY CO COM | 233331107 | Stock | 2,613 | $361,262 | dollars as filed | |
| PRUDENTIAL FINL INC COM | 744320102 | Stock | 3,218 | $359,425 | dollars as filed | |
| INTERNATIONAL PAPER CO COM | 460146103 | Stock | 6,711 | $358,042 | dollars as filed | |
| HUNTINGTON BANCSHARES INC COM | 446150104 | Stock | 23,821 | $357,548 | dollars as filed | |
| WEC ENERGY GROUP INC COM | 92939U106 | Stock | 3,274 | $356,796 | dollars as filed | |
| EXXON MOBIL CORP | 30231G102 | COM | 2,997 | $356,413 | dollars as filed | |
| NISOURCE INC COM | 65473P105 | Stock | 8,884 | $356,167 | dollars as filed | |
| Alphabet Inc. Reg. Shares A | 02079K305 | COM | 2,281 | $352,663 | dollars as filed | |
| OMNICOM GROUP INC COM | 681919106 | Stock | 4,171 | $345,806 | dollars as filed | |
| Duke Energy Corporation | 26441C204 | COM | 2,833 | $345,541 | dollars as filed | |
| Coca-Cola Company | 191216100 | COM | 4,760 | $340,911 | dollars as filed | |
| WORLD GOLD TR | 98149E303 | SPDR GLD MINIS | 5,442 | $336,805 | dollars as filed | |
| SPDR Portfolio S&P 600 Small Cap ETF | 78468R853 | SHS | 8,128 | $331,286 | dollars as filed | |
| FIFTH THIRD BANCORP COM | 316773100 | Stock | 8,405 | $329,492 | dollars as filed | |
| EDISON INTL COM | 281020107 | Stock | 5,546 | $326,775 | dollars as filed | |
| Chevron Corporation | 166764100 | COM | 1,870 | $312,766 | dollars as filed | |
| META PLATFORMS INC CL A | 30303M102 | COM | 536 | $308,959 | dollars as filed | |
| NRG ENERGY INC COM NEW | 629377508 | Stock | 3,220 | $307,381 | dollars as filed | |
| FIRSTENERGY CORP | 337932107 | COM | 7,580 | $306,379 | dollars as filed | |
| FIDELITY NATIONAL FINANCIAL | 31620R303 | FNF GROUP COM | 4,657 | $303,076 | dollars as filed | |
| CONAGRA FOODS INC | 205887102 | COM | 11,331 | $302,211 | dollars as filed | |
| SCHWAB STRATEGIC TR | 808524888 | INTL SCEQT ETF | 8,415 | $301,936 | dollars as filed | |
| TRACTOR SUPPLY CO COM | 892356106 | Stock | 5,466 | $301,177 | dollars as filed | |
| Pfizer Inc. | 717081103 | COM | 11,740 | $297,503 | dollars as filed | |
| SPDR SERIES TRUST | 78464A375 | ST INTER BD ETF | 8,868 | $294,770 | dollars as filed | |
| MCCORMICK & CO INC COM NON VTG | 579780206 | Stock | 3,426 | $281,994 | dollars as filed | |
| Amgen Inc. | 031162100 | COM | 899 | $280,015 | dollars as filed | |
| HERSHEY CO COM | 427866108 | Stock | 1,634 | $279,463 | dollars as filed | |
| NEWMONT CORP | 651639106 | COM | 5,726 | $276,458 | dollars as filed | |
| FORD MTR CO COM | 345370860 | Stock | 27,518 | $276,002 | dollars as filed | |
| INTERPUBLIC GROUP COS | 460690100 | COM | 10,133 | $275,210 | dollars as filed | |
| Automatic Data Processing,Inc. | 053015103 | COM | 894 | $273,144 | dollars as filed | |
| INVESCO LTD SHS | G491BT108 | Stock | 17,665 | $267,983 | dollars as filed | |
| ANNALY CAPITAL MANAGEMENT INC COM NEW | 035710839 | REIT | 13,099 | $266,041 | dollars as filed | |
| PRINCIPAL FINANCIAL GROUP INC COM | 74251V102 | Stock | 3,142 | $265,095 | dollars as filed | |
| BEST BUY INC COM | 086516101 | Stock | 3,565 | $262,423 | dollars as filed | |
| FRANKLIN RESOURCES INC COM | 354613101 | Stock | 13,581 | $261,440 | dollars as filed | |
| COLGATE PALMOLIVE CO COM | 194162103 | Stock | 2,751 | $257,773 | dollars as filed | |
| PGIM ETF TR | 69344A107 | PGIM ULTRA SH BD | 5,182 | $257,701 | dollars as filed | |
| SONOCO PRODS CO | 835495102 | COM | 5,446 | $257,271 | dollars as filed | |
| KIMBERLY-CLARK CORP COM | 494368103 | Stock | 1,780 | $253,189 | dollars as filed | |
| PAYCHEX INC | 704326107 | COM | 1,638 | $252,711 | dollars as filed | |
| UNUM GROUP COM | 91529Y106 | Stock | 3,099 | $252,450 | dollars as filed | |
| Johnson & Johnson | 478160104 | COM | 1,494 | $247,838 | dollars as filed | |
| iShares Gold Trust | 464285204 | COM | 4,188 | $246,924 | dollars as filed | |
| Palantir Technologies Inc. Class A | 69608A108 | COM | 2,917 | $246,195 | dollars as filed | |
| PepsiCo,Inc. | 713448108 | COM | 1,627 | $243,952 | dollars as filed | |
| iShares Global REIT ETF | 46434V647 | SHS | 10,036 | $243,473 | dollars as filed | |
| Raytheon Technologies Corporation | 75513E101 | COM | 1,836 | $243,129 | dollars as filed | |
| CROWDSTRIKE HLDGS INC | 22788C105 | COM | 672 | $236,934 | dollars as filed | |
| GE Vernova Inc. | 36828A101 | COM | 759 | $231,708 | dollars as filed | |
| EMERSON ELEC CO COM | 291011104 | Stock | 2,095 | $229,660 | dollars as filed | |
| First Horizon Corporation | 320517105 | Common Capital Stock, par value $0.625 per share | 11,735 | $227,894 | dollars as filed | |
| CLOROX CO DEL | 189054109 | COM | 1,544 | $227,354 | dollars as filed | |
| SEAGATE TECHNOLOGY HLDNGS | G7997R103 | ORD SHS | 2,664 | $226,331 | dollars as filed | |
| LYONDELLBASELL INDUSTRIES NV SHS - A - | N53745100 | Stock | 3,172 | $223,285 | dollars as filed | |
| Mondelez International,Inc. Class A | 609207105 | COM | 3,251 | $220,573 | dollars as filed | |
| Broadcom Inc. | 11135F101 | COM | 1,317 | $220,491 | dollars as filed | |
| HP INC COM | 40434L105 | Stock | 7,940 | $219,856 | dollars as filed | |
| VANECK ETF TRUST | 92189H300 | JP MRGAN EM LOC | 9,116 | $217,520 | dollars as filed | |
| SPDR SERIES TRUST | 78464A672 | ST INTER ETF | 7,581 | $216,665 | dollars as filed | |
| QUEST DIAGNOSTICS INC COM | 74834L100 | Stock | 1,256 | $212,515 | dollars as filed | |
| Vanguard FTSE Europe ETF | 922042874 | SHS | 2,988 | $209,787 | dollars as filed | |
| SCHWAB STRATEGIC TR | 808524763 | FUNDAMENTAL US S | 7,332 | $200,823 | dollars as filed | |
| PALO ALTO NETWORKS INC | 697435105 | COM | 1,173 | $200,161 | dollars as filed | |
| NUVEEN PFD & INCOME OPPORTUN | 67073B106 | COM | 22,589 | $179,812 | dollars as filed | |
| INVESCO ACTVELY MNGD ETC FD | 46090F100 | OPTIMUM YIELD | 10,346 | $141,017 | dollars as filed | |
| PIMCO HIGH INCOME FD | 722014107 | COM SHS | 25,283 | $123,632 | dollars as filed | |
| TELEFONAKTIEBOLAGET LM ERICSS ADR B SEK 10 | 294821608 | ADR | 10,340 | $80,238 | dollars as filed | |
| MIZUHO FINANCIAL GROUP INC SPONSORED ADR | 60687Y109 | ADR | 10,042 | $55,331 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001951757-25-000354 | this filing | 2025-04-14 | acceptance time not in the bulk data set |