International Private Wealth Advisors Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
CERY
State Street SPDR Bloomberg Enhanced Roll Yield Commodity Strategy No K-1 ETF
CERY
|
+$2.56M |
| 2 |
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
|
+$1.01M |
| 3 |
Arista Networks
ANET
|
+$785K |
| 4 |
State Street SPDR Portfolio Long Term Corporate Bond ETF
SPLB
|
+$428K |
| 5 |
Public Storage
PSA
|
+$409K |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
State Street SPDR S&P 500 ETF Trust
SPY
|
+$855K |
| 2 |
NVIDIA
NVDA
|
+$525K |
| 3 |
State Street SPDR Bloomberg High Yield Bond ETF
JNK
|
+$502K |
| 4 |
Tesla
TSLA
|
+$447K |
| 5 |
iShares Core US Aggregate Bond ETF
AGG
|
+$297K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 11.07% |
| 2 | Consumer Staples | 7.85% |
| 3 | Financials | 6.07% |
| 4 | Consumer Discretionary | 5.6% |
| 5 | Utilities | 5.55% |
Similar funds
International Private Wealth Advisors's Q1 2025 Portfolio in Review
As of Q1 2025, International Private Wealth Advisors held 165 positions worth $104M, up 3.8% from $100M the previous quarter. Its ten largest holdings account for 33% of the portfolio.
International Private Wealth Advisors deployed $5.1M of net new capital in Q1 2025, opening 13 new positions and adding to 86 existing holdings. Its largest new stake was Arista Networks: 7,738 shares worth $600K.
By sector, the portfolio is most concentrated in Technology at 11% of assets, down from 12% a quarter earlier, followed by Consumer Staples and Financials.
On the sell side, the largest reduction was State Street SPDR S&P 500 ETF Trust, an estimated $855K trimmed.
- International Private Wealth Advisors's largest Q1 2025 buy was Arista Networks: 7,738 shares worth $600K.
- International Private Wealth Advisors added most to State Street SPDR Bloomberg Enhanced Roll Yield Commodity Strategy No K-1 ETF in Q1 2025, an estimated $2.56M increase.
- International Private Wealth Advisors's biggest Q1 2025 reduction was State Street SPDR S&P 500 ETF Trust, cutting an estimated $855K.
- International Private Wealth Advisors fully exited State Street SPDR Bloomberg High Yield Bond ETF in Q1 2025, selling an estimated $502K.
- International Private Wealth Advisors's ten largest holdings make up 33% of its $104M portfolio in Q1 2025.
- International Private Wealth Advisors opened 13 new positions and closed 12 in Q1 2025.
- International Private Wealth Advisors's portfolio value rose 3.8% quarter-over-quarter to $104M.
Based on International Private Wealth Advisors's 13F filing for Q1 2025, filed 14 Apr 2025.