13FBOX
Private Wealth Advisors, Inc. · 13F Holdings
Options Calculator Rankings

Private Wealth Advisors, Inc.

No.10761 Data as of 2021Q1
Latest AUM (Q1 2021)
$131.5M
QoQ Change Q4 2020
-$44.0M-25.1%
Holdings
115
New Buys
0
Adds
0
Reduces
8
Exits
0
Unchanged
107
Holdings Value Trend
Holdings by Sector
Stock Ownership TrendPortfolio %Prev Q %Q1 2021 ValueQ1 2021 SharesPrev Q ValuePrev Q SharesShares ChangeAction
VVANGUARD INDEX FDSVOO
6.72%5.04%$8.8M28,170$8.8M28,17000.00%Unchanged
MICROSOFT CORPMSFT
5.77%4.32%$7.6M34,117$7.6M34,11700.00%Unchanged
IISHARES TRIVV
5.03%3.77%$6.6M17,606$6.6M17,60600.00%Unchanged
SSTATE STR SPDR S&P 500 ETF TSPY
4.62%3.46%$6.1M16,232$6.1M16,23200.00%Unchanged
WALMART INCWMT
3.57%2.67%$4.7M32,548$4.7M32,54800.00%Unchanged
IISHARES TRIVW
3.44%2.58%$4.5M70,838$4.5M70,83800.00%Unchanged
VERIZON COMMUNICATIONS INCVZ
3.04%2.28%$4.0M67,963$4.0M67,96300.00%Unchanged
PPNC FINL SVCS GROUP INC COMVXF
2.94%2.21%$3.9M25,979$3.9M25,97900.00%Unchanged
CISCO SYS INCCSCO
2.74%2.06%$3.6M80,607$3.6M80,60700.00%Unchanged
IISHARES S&PIUSG
2.6%1.94%$3.4M38,487$3.4M38,48700.00%Unchanged
JOHNSON & JOHNSONJNJ
2.49%1.87%$3.3M20,803$3.3M20,80300.00%Unchanged
AAT&T INCT
2.46%1.85%$3.2M112,590$3.2M112,59000.00%Unchanged
IISHARES BIOTECHNOLOGYIBB
2.13%1.6%$2.8M18,483$2.8M18,48300.00%Unchanged
WWISDOMTREE TRDLN
2.01%1.5%$2.6M24,556$2.6M24,55600.00%Unchanged
SSELECT SECTOR SPDR TRXLF
1.95%1.46%$2.6M86,821$2.6M86,82100.00%Unchanged
MCDONALDS CORPMCD
1.9%1.42%$2.5M11,624$2.5M11,62400.00%Unchanged
PROCTER & GAMBLE COPG
1.68%1.26%$2.2M15,916$2.2M15,91600.00%Unchanged
EEMCLAIRE FINANCIAL CORP
1.56%1.17%$2.1M66,955$2.1M66,95500.00%Unchanged
NETFLIX INCNFLX
1.55%1.16%$2.0M3,771$2.0M3,971-200-5.04%Reduce
COCA COLA COKO
1.32%0.99%$1.7M31,709$1.7M31,70900.00%Unchanged
IISHARES COREIJH
1.23%0.92%$1.6M7,055$1.6M7,05500.00%Unchanged
PEPSICO INCPEP
1.1%0.82%$1.4M9,736$1.4M9,73600.00%Unchanged
IISHARES TRHDV
1.08%0.81%$1.4M16,260$1.4M16,26000.00%Unchanged
ALTRIA GROUP INCMO
1.03%0.77%$1.3M32,903$1.3M32,90300.00%Unchanged
JPMORGAN CHASE & COJPM
0.97%0.73%$1.3M10,025$1.3M10,02500.00%Unchanged
IISHARES S&PIVE
0.96%0.72%$1.3M9,834$1.3M9,83400.00%Unchanged
ROCKWELL AUTOMATION INCROK
0.89%0.67%$1.2M4,684$1.2M4,68400.00%Unchanged
BBANK OF AMER CORPBAC
0.88%0.66%$1.2M38,168$1.2M38,16800.00%Unchanged
LOCKHEED MARTIN CORPLMT
0.87%0.65%$1.1M3,207$1.1M3,20700.00%Unchanged
ABBOTT LABORATORIESABT
0.86%0.65%$1.1M10,363$1.1M10,36300.00%Unchanged
DISNEY WALT CODIS
0.84%1.83%$1.1M6,000$3.2M23,651-17,651-74.63%Reduce
3M CO COMMMM
0.82%0.62%$1.1M6,186$1.1M6,18600.00%Unchanged
SSTATE STREET HEALTH CARE SELECT SECTOR SPDR ETFXLV
0.79%0.59%$1.0M9,124$1.0M9,12400.00%Unchanged
ZIMMER BIOMET HOLDINGS INCZBH
0.78%0.58%$1.0M6,652$1.0M6,65200.00%Unchanged
ABBVIE INCABBV
0.76%0.57%$996,0009,293$996,0009,29300.00%Unchanged
META PLATFORMS INCMETA
0.75%0.56%$987,0003,612$987,0003,61200.00%Unchanged
MERCK & CO INCMRK
0.74%0.56%$978,00011,955$978,00011,95500.00%Unchanged
WWISDOMTREE TRDGRW
0.74%0.55%$973,00018,033$973,00018,03300.00%Unchanged
IISHARES S&P SMALL-CAP 600 VALUE ETFIJS
0.73%0.55%$962,00011,830$962,00011,83000.00%Unchanged
STARBUCKS CORPSBUX
0.72%0.54%$947,0008,852$947,0008,85200.00%Unchanged
MEDTRONIC PLCMDT
0.7%0.52%$920,0007,851$920,0007,85100.00%Unchanged
IISHARES U.S. HEALTHCARE ETFIYH
0.7%0.52%$916,0003,725$916,0003,72500.00%Unchanged
RTX CORPORATIONRTX
0.65%0.49%$854,00011,948$854,00011,94800.00%Unchanged
IISHARES COREIJR
0.59%0.44%$773,0008,411$773,0008,41100.00%Unchanged
MARRIOTT INTL INC NEWMAR
0.57%0.43%$755,0005,726$755,0005,72600.00%Unchanged
INTEL CORPINTC
0.55%0.41%$718,00014,406$718,00014,40600.00%Unchanged
SSPDR DOW JONES INDUSTRIAL AVG INDUSTRIAL AVERAGEDIA
0.55%0.41%$717,0002,346$717,0002,34600.00%Unchanged
COLGATE PALMOLIVE COCL
0.52%0.39%$690,0008,073$690,0008,07300.00%Unchanged
SSTATE STREET MATERIALS SELECT SECTOR SPDR ETFXLB
0.5%0.37%$652,0009,005$652,0009,00500.00%Unchanged
VVANGUARD WORLD FDVOX
0.48%0.36%$631,0005,249$631,0005,24900.00%Unchanged

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow