Private Wealth Advisors (California) Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
State Street Industrial Select Sector SPDR ETF
XLI
|
+$3.63M |
| 2 |
iShares MSCI India ETF
INDA
|
+$2.55M |
| 3 |
iShares MSCI South Africa ETF
EZA
|
+$1.62M |
| 4 |
Vanguard FTSE Emerging Markets ETF
VWO
|
+$1.29M |
| 5 |
Applied Materials
AMAT
|
+$1.27M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares MSCI Emerging Markets ex China ETF
EMXC
|
+$4.9M |
| 2 |
State Street Consumer Staples Select Sector SPDR ETF
XLP
|
+$4.42M |
| 3 |
State Street SPDR EURO STOXX 50 ETF
FEZ
|
+$1.86M |
| 4 |
State Street Technology Select Sector SPDR ETF
XLK
|
+$1.33M |
| 5 |
State Street Health Care Select Sector SPDR ETF
XLV
|
+$978K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Energy | 1.8% |
| 2 | Communication Services | 1.65% |
| 3 | Consumer Staples | 1.61% |
| 4 | Technology | 1.44% |
| 5 | Financials | 1.13% |
Similar funds
Private Wealth Advisors (California)'s Q1 2025 Portfolio in Review
As of Q1 2025, Private Wealth Advisors (California) held 94 positions worth $277M, up 8.4% from $255M the previous quarter. Its ten largest holdings account for 41% of the portfolio.
Private Wealth Advisors (California) deployed $9.67M of net new capital in Q1 2025, opening 6 new positions and adding to 44 existing holdings. Its largest new stake was iShares MSCI India ETF: 50,524 shares worth $2.6M.
By sector, the portfolio is most concentrated in Energy at 1.8% of assets, up from 1.8% a quarter earlier, followed by Communication Services and Consumer Staples.
On the sell side, the largest reduction was State Street Consumer Staples Select Sector SPDR ETF, an estimated $4.42M trimmed.
- Private Wealth Advisors (California)'s largest Q1 2025 buy was iShares MSCI India ETF: 50,524 shares worth $2.6M.
- Private Wealth Advisors (California) added most to State Street Industrial Select Sector SPDR ETF in Q1 2025, an estimated $3.63M increase.
- Private Wealth Advisors (California)'s biggest Q1 2025 reduction was State Street Consumer Staples Select Sector SPDR ETF, cutting an estimated $4.42M.
- Private Wealth Advisors (California) fully exited iShares MSCI Emerging Markets ex China ETF in Q1 2025, selling an estimated $4.9M.
- Private Wealth Advisors (California)'s ten largest holdings make up 41% of its $277M portfolio in Q1 2025.
- Private Wealth Advisors (California) opened 6 new positions and closed 9 in Q1 2025.
- Private Wealth Advisors (California)'s portfolio value rose 8.4% quarter-over-quarter to $277M.
Based on Private Wealth Advisors (California)'s 13F filing for Q1 2025, filed 12 May 2025.