International Private Wealth Advisors Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
State Street SPDR S&P 500 ETF Trust
SPY
|
+$811K |
| 2 |
ALLW
State Street Bridgewater All Weather ETF
ALLW
|
+$753K |
| 3 |
Invesco QQQ Trust
QQQ
|
+$737K |
| 4 |
Berkshire Hathaway Class B
BRK.B
|
+$732K |
| 5 |
Alphabet (Google) Class C
GOOG
|
+$680K |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Apple
AAPL
|
+$1.66M |
| 2 |
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
|
+$961K |
| 3 |
Arista Networks
ANET
|
+$600K |
| 4 |
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
|
+$541K |
| 5 |
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
|
+$517K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 10.15% |
| 2 | Consumer Staples | 7.41% |
| 3 | Consumer Discretionary | 6.56% |
| 4 | Financials | 6.11% |
| 5 | Utilities | 4.22% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
176
NiSource
NI
$20.5B
| – | – |
-8,884
| Closed | -$356K |
|
177
NRG Energy
NRG
$25.7B
| – | – |
-3,220
| Closed | -$307K |
|
178
PepsiCo
PEP
$189B
| – | – |
-1,627
| Closed | -$244K |
|
179
RTX Corp
RTX
$299B
| – | – |
-1,836
| Closed | -$243K |
|
180
Sonoco
SON
$5.75B
| – | – |
-5,446
| Closed | -$257K |
|
181
State Street SPDR Portfolio Europe ETF
SPEU
$740M
| – | – |
-9,302
| Closed | -$409K |
|
182
Seagate
STX
$194B
| – | – |
-2,664
| Closed | -$226K |
|
183
Unum
UNM
$14B
| – | – |
-3,099
| Closed | -$252K |
|
|
184
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$66.4B
| – | – |
-6,318
| Closed | -$517K |
|
185
Watsco Inc
WSO
$13.8B
| – | – |
-766
| Closed | -$389K |
|
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International Private Wealth Advisors's Q2 2025 Portfolio in Review
As of Q2 2025, International Private Wealth Advisors held 185 positions worth $117M, up 12% from $104M the previous quarter. Its ten largest holdings account for 30% of the portfolio.
International Private Wealth Advisors deployed $6.73M of net new capital in Q2 2025, opening 32 new positions and adding to 61 existing holdings. Its largest new stake was State Street Bridgewater All Weather ETF: 29,964 shares worth $781K.
By sector, the portfolio is most concentrated in Technology at 10% of assets, down from 11% a quarter earlier, followed by Consumer Staples and Consumer Discretionary.
On the sell side, the largest reduction was Apple, an estimated $1.66M trimmed.
- International Private Wealth Advisors's largest Q2 2025 buy was State Street Bridgewater All Weather ETF: 29,964 shares worth $781K.
- International Private Wealth Advisors added most to State Street SPDR S&P 500 ETF Trust in Q2 2025, an estimated $811K increase.
- International Private Wealth Advisors's biggest Q2 2025 reduction was Apple, cutting an estimated $1.66M.
- International Private Wealth Advisors fully exited Arista Networks in Q2 2025, selling an estimated $600K.
- International Private Wealth Advisors's ten largest holdings make up 30% of its $117M portfolio in Q2 2025.
- International Private Wealth Advisors opened 32 new positions and closed 22 in Q2 2025.
- International Private Wealth Advisors's portfolio value rose 12% quarter-over-quarter to $117M.
Based on International Private Wealth Advisors's 13F filing for Q2 2025, filed 11 Jul 2025.