International Private Wealth Advisors LLC
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 10, 2024), International Private Wealth Advisors LLC reported 111 stock positions worth $51.8 million. Its top holding was SS SPDR S&P 500 ETF Trust-US (SPY) at 9.3% of the portfolio, followed by Idx Dynamic Fixed Income ETF (DYFI, 7.3%) and Schwab US Large-Cap ETF (SCHX, 3.9%). Compared with Q4 2023, it opened 36 new positions, sold out of 31, added to 32 and reduced 41. The biggest buy was a new position in Idx Dynamic Fixed Income ETF (DYFI) and the biggest sale Ste STR SPDR PT S&P 500 ETF (SPYM, shares −98%).
- Most Recent 13F
- Q2 2026
- Location
- SAN DIEGO, CA
- CIK
- 0002022637
- Portfolio Value
- $51.8M (Q1 2024)
- SEC Filing
- 0001951757-24-000452 ↗ filed May 10, 2024
Holdings Value
Holdings 111 stocks · $51.8M
| SPY SS SPDR S&P 500 ETF Trust-US | 9.31% | 9,220 | $4.8M | Reduce -32.0% |
| DYFI Idx Dynamic Fixed Income ETF | 7.28% | 151,540 | $3.8M | New |
| SCHX Schwab US Large-Cap ETF | 3.85% | 32,184 | $2.0M | Reduce -7.8% |
| JPST JPMorgan Ultra-Short Income | 2.22% | 22,799 | $1.2M | Add +10.7% |
| COST Costco Wholesale Corp. | 2.21% | 1,562 | $1.1M | Reduce -9.0% |
| IJR iShares Core S&P Small-Cap E | 2.01% | 9,430 | $1.0M | Reduce -70.9% |
| MSFT Microsoft Corp. | 1.78% | 2,192 | $922K | Reduce -38.1% |
| BIL SS SPDR BB 1-3M T-Bill ETF | 1.68% | 9,494 | $872K | Reduce -16.0% |
| AMZN Amazon.com Inc. | 1.62% | 4,662 | $841K | Reduce -53.6% |
| FISR SS Fi Sector Rotation | 1.47% | 29,701 | $761K | Reduce -52.9% |
| AGG iShares Core U.S. Aggregate | 1.46% | 7,734 | $757K | Reduce -20.0% |
| VCIT Vanguard Int-Term Corporate | 1.39% | 8,948 | $720K | Reduce -32.1% |
| IJH iShares Core S&P Midcap ETF | 1.24% | 10,582 | $643K | Reduce -81.3% |
| ANGL Vaneck Fallen Angel High YLD | 1.20% | 21,448 | $622K | Reduce -52.8% |
| SCHD Schwab US DVD Equity ETF | 1.06% | 6,830 | $551K | Reduce -0.6% |
| AAPL Apple Inc. | 1.05% | 3,176 | $545K | Reduce -73.6% |
| GLD SPDR Gold Shares | 1.04% | 2,632 | $541K | Reduce -22.8% |
| STX Seagate Technology Holdings | 1.04% | 5,775 | $537K | Add +78.3% |
| NRG NRG Energy Inc. | 0.98% | 7,500 | $508K | Add +81.9% |
| IEFA iShares Core MSCI Eafe ETF | 0.94% | 6,531 | $485K | Add +2.1% |
| IP International Paper Co. | 0.92% | 12,224 | $477K | Add +78.1% |
| KMB Kimberly-Clark Corp. | 0.92% | 3,680 | $476K | Add +3.6% |
| WSO Watsco Inc. | 0.91% | 1,088 | $470K | Add +63.9% |
| VZ Verizon Communications Inc. | 0.90% | 11,104 | $466K | Add +68.8% |
| LYB Lyondellbasell Indu Class A | 0.90% | 4,536 | $464K | Add +74.1% |
| MCD McDonald's Corp. | 0.89% | 1,643 | $463K | Add +14.8% |
| XLSR SS US Sector Rotation | 0.89% | 9,233 | $460K | Reduce -91.7% |
| SCHM Schwab US Mid Cap ETF | 0.87% | 5,554 | $452K | No change |
| PRU Prudential Financial Inc. | 0.85% | 3,751 | $440K | Add +66.0% |
| NVDA Nvidia Corp. | 0.84% | 484 | $437K | Reduce -14.2% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.84% | 2,285 | $436K | Add +63.0% |
| PM Philip Morris International | 0.84% | 4,737 | $434K | Add +79.6% |
| GRPM Invesco S&P Midcap 400 Garp | 0.83% | 3,584 | $431K | Reduce -1.6% |
| CVX Chevron Corp. | 0.82% | 2,705 | $427K | Add +62.6% |
| HD Home Depot Inc. | 0.82% | 1,110 | $426K | Reduce -15.5% |
| USB US Bancorp | 0.79% | 9,194 | $411K | Add +82.6% |
| SPDW Ste STR SPDR PT DW Eu ETF | 0.79% | 11,390 | $408K | Reduce -96.0% |
| SPAB SS SPDR P Agg Bond ETF | 0.77% | 15,817 | $400K | Reduce -90.9% |
| KEY Keycorp | 0.76% | 24,962 | $395K | Add +80.7% |
| SPTL SS SPDR PF LNG TRM TSY E-Usd | 0.75% | 13,912 | $389K | Reduce -78.4% |
| OKE Oneok Inc. | 0.74% | 4,789 | $384K | New |
| F Ford Motor Co. filed as FORD MTR CO DEL | 0.73% | 28,360 | $377K | Add +73.2% |
| FITB Fifth Third Bancorp | 0.72% | 10,092 | $376K | New |
| EMR Emerson Electric Co. | 0.72% | 3,284 | $372K | Add +55.9% |
| GLDM SPDR Gold Minishares Trust | 0.71% | 8,376 | $369K | New |
| CMA Comerica Inc. | 0.69% | 6,531 | $359K | Add +81.3% |
| TIP iShares Tips Bond ETF | 0.69% | 3,330 | $358K | Reduce -3.5% |
| FNF Fidelity National Financial | 0.69% | 6,717 | $357K | New |
| NI Nisource Inc. | 0.69% | 12,870 | $356K | New |
| QQQ Invesco QQQ Trust Series 1 | 0.69% | 800 | $355K | Reduce -60.4% |
| PEG Public Service Enterprise GP | 0.68% | 5,312 | $355K | New |
| T AT&T Inc. | 0.66% | 19,528 | $344K | Add +53.9% |
| PFG Principal Financial Group | 0.65% | 3,905 | $337K | New |
| CFG Citizens Financial Group | 0.65% | 9,230 | $335K | New |
| ETR Entergy Corp. | 0.65% | 3,164 | $334K | New |
| EIX Edison International | 0.64% | 4,707 | $333K | New |
| TFC Truist Financial Corp. | 0.64% | 8,472 | $330K | New |
| D Dominion Energy Inc. | 0.64% | 6,694 | $329K | New |
| OMC Omnicom Group | 0.63% | 3,376 | $327K | New |
| VLO Valero Energy Corp. | 0.63% | 1,905 | $325K | New |
| HBAN Huntington Bancshares Inc. | 0.62% | 23,145 | $323K | Add +72.8% |
| BEN Franklin Templeton Inc. | 0.61% | 11,248 | $316K | New |
| TSCO Tractor Supply Company | 0.61% | 1,198 | $314K | Add +17.9% |
| SPTI SS SPDR P Int Term TSY ETF | 0.60% | 11,074 | $312K | Reduce -45.6% |
| MRK Merck & Co. Inc. | 0.60% | 2,345 | $309K | New |
| CMS CMS Energy Corp. | 0.60% | 5,126 | $309K | New |
| AEP American Electric Power | 0.56% | 3,386 | $292K | New |
| HPQ HP Inc. | 0.56% | 9,642 | $291K | New |
| EXC Exelon Corp. | 0.55% | 7,562 | $284K | New |
| WMT Walmart Inc. | 0.54% | 4,634 | $279K | Reduce -1.4% |
| IWM iShares Russell 2000 ETF | 0.54% | 1,323 | $278K | Reduce -2.7% |
| MKC McCormick & Co.-Non VTG SHRS | 0.54% | 3,614 | $278K | New |
| IVZ Invesco Ltd. | 0.53% | 16,691 | $277K | New |
| PG The Procter & Gamble Co. | 0.53% | 1,696 | $275K | Reduce -1.3% |
| TNA Dir Dai SML Ca Bul 3X Et-Usd | 0.53% | 6,364 | $273K | No change |
| LNT Alliant Energy Corp. | 0.52% | 5,341 | $269K | New |
| CL Colgate-Palmolive Co. | 0.52% | 2,988 | $269K | Add +15.3% |
| SPEM State Street SP PTF Em ETF | 0.52% | 7,425 | $269K | Reduce -48.4% |
| DTE DTE Energy Company | 0.52% | 2,389 | $268K | New |
| ADP Automatic Data Processing | 0.51% | 1,064 | $266K | Add +23.4% |
| IPG Interpublic Group of Cos Inc. | 0.51% | 8,109 | $265K | New |
| PPL PPL Corp. | 0.51% | 9,529 | $262K | New |
| JNJ Johnson & Johnson | 0.50% | 1,648 | $261K | Reduce -34.9% |
| PEP Pepsico Inc. | 0.50% | 1,486 | $260K | Add +25.4% |
| CLX Clorox Company | 0.49% | 1,670 | $256K | Add +6.9% |
| SON Sonoco Products Co. | 0.48% | 4,345 | $251K | New |
| JNK SS SPDR BB High Yield Bond | 0.48% | 2,638 | $251K | New |
| XOM Exxon Mobil Corp. | 0.48% | 2,147 | $250K | Reduce -38.4% |
| PAYX Paychex Inc. | 0.48% | 2,026 | $249K | Add +8.1% |
| VCSH Vanguard S/T Corp. Bond ETF | 0.48% | 3,212 | $248K | Reduce -5.0% |
| MO Altria Group Inc. | 0.48% | 5,668 | $247K | New |
| HSY The Hershey Co. | 0.48% | 1,270 | $247K | Reduce -5.4% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.48% | 4,001 | $246K | Reduce -98.3% |
| FE Firstenergy Corp. | 0.47% | 6,310 | $244K | New |
| OGE Oge Energy Corp. | 0.47% | 7,100 | $244K | New |
| NVO Novo-Nordisk A/S-Spons ADR | 0.46% | 1,874 | $241K | New |
| IAU iShares Gold Trust | 0.46% | 5,712 | $240K | Reduce -22.2% |
| V Visa Inc. Class A | 0.45% | 844 | $236K | Reduce -9.8% |
| WBA Walgreens Boots Alliance Inc. | 0.45% | 10,808 | $234K | New |
| AMGN Amgen Inc. | 0.45% | 814 | $231K | Reduce -21.9% |
| FNDA Schwab Fndmntl US SM Co. ETF | 0.45% | 4,046 | $231K | Reduce -2.3% |
| UNH Unitedhealth Group Inc. | 0.44% | 460 | $228K | Add +20.4% |
| PFF iShares Preferred & Income S | 0.43% | 6,854 | $221K | Reduce -1.4% |
| WEC WEC Energy Group Inc. | 0.43% | 2,683 | $220K | New |
| FAST Fastenal Co. | 0.42% | 2,822 | $218K | Reduce -14.9% |
| NWL Newell Brands Inc. | 0.42% | 27,073 | $217K | Add +80.4% |
| RSPH Invesco S&P 500 Equal Weight | 0.41% | 6,680 | $212K | New |
| BNDX Vanguard Total Intl Bond ETF | 0.39% | 4,121 | $203K | Reduce -36.0% |
| JPC Nuveen Prefered & Income Opp | 0.29% | 20,674 | $149K | Add +1.9% |
| PHK PIMCO High Income Fund | 0.22% | 22,655 | $112K | Add +2.7% |
| FLG New York Community Bancorp | 0.16% | 25,430 | $82K | Add +112.8% |
Portfolio Sells Q4 2023 → Q1 2024
| SPYM Ste STR SPDR PT S&P 500 ETF | Reduce -98.3% | 0.48% | −12.43 |
| SPDW Ste STR SPDR PT DW Eu ETF | Reduce -96.0% | 0.79% | −8.70 |
| IEMG iShares Core MSCI Emerging | Sold out | 0.00% | −4.90 |
| XLSR SS US Sector Rotation | Reduce -91.7% | 0.89% | −4.13 |
| SPAB SS SPDR P Agg Bond ETF | Reduce -90.9% | 0.77% | −3.64 |
| TSLA Tesla Inc. | Sold out | 0.00% | −2.03 |
| IJH iShares Core S&P Midcap ETF | Reduce -81.3% | 1.24% | −1.86 |
| GWX State Street SPDR S&P Intern | Sold out | 0.00% | −1.72 |
| IJR iShares Core S&P Small-Cap E | Reduce -70.9% | 2.01% | −1.46 |
| REET iShares Global REIT ETF | Sold out | 0.00% | −1.38 |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | Sold out | 0.00% | −1.25 |
| AAPL Apple Inc. | Reduce -73.6% | 1.05% | −1.24 |
| SPTL SS SPDR PF LNG TRM TSY E-Usd | Reduce -78.4% | 0.75% | −1.10 |
| PDBC Invesco Optimum Yield Divers | Sold out | 0.00% | −1.01 |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | Sold out | 0.00% | −1.01 |
| TLT iShares 20+ Year Treasury BD | Sold out | 0.00% | −0.88 |
| META Meta Platforms Inc. Class A | Sold out | 0.00% | −0.84 |
| BSV Vanguard Short-Term Bond ETF | Sold out | 0.00% | −0.52 |
| EMLC Vaneck JPM Em Local Curr BND | Sold out | 0.00% | −0.48 |
| NKE Nike Inc. Class B | Sold out | 0.00% | −0.47 |
| SRLN SS Blackstone Sr Loan ETF | Sold out | 0.00% | −0.46 |
| DTD Wisdomtree US Total Dividend | Sold out | 0.00% | −0.43 |
| GBTC Grayscale Bitcoin Trust ETF | Sold out | 0.00% | −0.42 |
| WFC Wells Fargo & Co. | Sold out | 0.00% | −0.41 |
| SPSM SS SPDR P S&P 600 Small Cap | Sold out | 0.00% | −0.37 |
| SRE Sempra | Sold out | 0.00% | −0.35 |
| USHY iShares Broad Usd High Yield | Sold out | 0.00% | −0.34 |
| IQLT iShares MSCI International Q | Sold out | 0.00% | −0.33 |
| DAL Delta Air Lines Inc. | Sold out | 0.00% | −0.32 |
| GOOG Alphabet Inc. Class C | Sold out | 0.00% | −0.32 |
| EMHC SS SPDR BB Em Usd Bond ETF | Sold out | 0.00% | −0.30 |
| TIPX SS SPDR BB 1-10YR Tips ETF | Sold out | 0.00% | −0.29 |
| KO The Coca-Cola Co. | Sold out | 0.00% | −0.25 |
| QUAL iShares MSCI USA Quality Fac | Sold out | 0.00% | −0.23 |
| ICLN iShares Global Clean Energy | Sold out | 0.00% | −0.23 |
| DURA Vaneck Durable High Dividend | Sold out | 0.00% | −0.21 |
| ITW Illinois Tool Works | Sold out | 0.00% | −0.21 |
| MDT Medtronic PLC | Sold out | 0.00% | −0.20 |
| FISR SS Fi Sector Rotation | Reduce -52.9% | 1.47% | −0.15 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -60.4% | 0.69% | −0.13 |
| ANGL Vaneck Fallen Angel High YLD | Reduce -52.8% | 1.20% | −0.09 |
| CANOO INC | Sold out | 0.00% | −0.01 |
| SPEM State Street SP PTF Em ETF | Reduce -48.4% | 0.52% | +0.02 |
| SPTI SS SPDR P Int Term TSY ETF | Reduce -45.6% | 0.60% | +0.03 |
| BNDX Vanguard Total Intl Bond ETF | Reduce -36.0% | 0.39% | +0.08 |
| JNJ Johnson & Johnson | Reduce -34.9% | 0.50% | +0.11 |
| AMZN Amazon.com Inc. | Reduce -53.6% | 1.62% | +0.11 |
| XOM Exxon Mobil Corp. | Reduce -38.4% | 0.48% | +0.14 |
| AMGN Amgen Inc. | Reduce -21.9% | 0.45% | +0.15 |
| IAU iShares Gold Trust | Reduce -22.2% | 0.46% | +0.18 |
Portfolio Buys Q4 2023 → Q1 2024
| DYFI Idx Dynamic Fixed Income ETF | New | 7.28% | +7.28 |
| JPST JPMorgan Ultra-Short Income | Add +10.7% | 2.22% | +1.20 |
| NRG NRG Energy Inc. | Add +81.9% | 0.98% | +0.77 |
| STX Seagate Technology Holdings | Add +78.3% | 1.04% | +0.76 |
| OKE Oneok Inc. | New | 0.74% | +0.74 |
| FITB Fifth Third Bancorp | New | 0.72% | +0.72 |
| GLDM SPDR Gold Minishares Trust | New | 0.71% | +0.71 |
| FNF Fidelity National Financial | New | 0.69% | +0.69 |
| NI Nisource Inc. | New | 0.69% | +0.69 |
| PEG Public Service Enterprise GP | New | 0.68% | +0.68 |
| IP International Paper Co. | Add +78.1% | 0.92% | +0.68 |
| VZ Verizon Communications Inc. | Add +68.8% | 0.90% | +0.65 |
| PFG Principal Financial Group | New | 0.65% | +0.65 |
| LYB Lyondellbasell Indu Class A | Add +74.1% | 0.90% | +0.65 |
| CFG Citizens Financial Group | New | 0.65% | +0.65 |
| ETR Entergy Corp. | New | 0.65% | +0.65 |
| EIX Edison International | New | 0.64% | +0.64 |
| TFC Truist Financial Corp. | New | 0.64% | +0.64 |
| D Dominion Energy Inc. | New | 0.64% | +0.64 |
| OMC Omnicom Group | New | 0.63% | +0.63 |
| VLO Valero Energy Corp. | New | 0.63% | +0.63 |
| WSO Watsco Inc. | Add +63.9% | 0.91% | +0.63 |
| PRU Prudential Financial Inc. | Add +66.0% | 0.85% | +0.62 |
| IBM Intl Business Machines Corp. | Add +63.0% | 0.84% | +0.62 |
| BEN Franklin Templeton Inc. | New | 0.61% | +0.61 |
| MRK Merck & Co. Inc. | New | 0.60% | +0.60 |
| CMS CMS Energy Corp. | New | 0.60% | +0.60 |
| PM Philip Morris International | Add +79.6% | 0.84% | +0.59 |
| CVX Chevron Corp. | Add +62.6% | 0.82% | +0.58 |
| USB US Bancorp | Add +82.6% | 0.79% | +0.58 |
| KEY Keycorp | Add +80.7% | 0.76% | +0.56 |
| AEP American Electric Power | New | 0.56% | +0.56 |
| HPQ HP Inc. | New | 0.56% | +0.56 |
| EXC Exelon Corp. | New | 0.55% | +0.55 |
| MKC McCormick & Co.-Non VTG SHRS | New | 0.54% | +0.54 |
| IVZ Invesco Ltd. | New | 0.53% | +0.53 |
| F Ford Motor Co. | Add +73.2% | 0.73% | +0.53 |
| LNT Alliant Energy Corp. | New | 0.52% | +0.52 |
| DTE DTE Energy Company | New | 0.52% | +0.52 |
| EMR Emerson Electric Co. | Add +55.9% | 0.72% | +0.52 |
| IPG Interpublic Group of Cos Inc. | New | 0.51% | +0.51 |
| PPL PPL Corp. | New | 0.51% | +0.51 |
| CMA Comerica Inc. | Add +81.3% | 0.69% | +0.49 |
| KMB Kimberly-Clark Corp. | Add +3.6% | 0.92% | +0.49 |
| IEFA iShares Core MSCI Eafe ETF | Add +2.1% | 0.94% | +0.49 |
| SON Sonoco Products Co. | New | 0.48% | +0.48 |
| JNK SS SPDR BB High Yield Bond | New | 0.48% | +0.48 |
| MO Altria Group Inc. | New | 0.48% | +0.48 |
| MCD McDonald's Corp. | Add +14.8% | 0.89% | +0.47 |
| FE Firstenergy Corp. | New | 0.47% | +0.47 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 160 | $194.3M | SPY, DFAU, TLT, AAPL, MBB |
| Q1 2026 | 152 | $163.5M | SPY, DFAU, TLT, SPDW, IEI |
| Q4 2025 | 156 | $158.8M | SPY, DFAU, IEI, SPDW, TLT |
| Q3 2025 | 168 | $158.9M | SPY, NVDA, DFAU, TLT, AMZN |
| Q2 2025 | 163 | $116.6M | SPY, AMZN, SPDW, XLSR, SPYM |
| Q1 2025 | 153 | $104.3M | SPY, AAPL, SPDW, DYFI, CERY |
| Q4 2024 | 152 | $100.5M | SPY, AAPL, DYFI, AMZN, NVDA |
| Q3 2024 | 121 | $68.2M | SPY, DYFI, AAPL, XLSR, SCHX |
| Q2 2024 | 121 | $59.3M | SPY, DYFI, SCHX, SPDW, JPST |
| Q1 2024 | 111 | $51.8M | SPY, DYFI, SCHX, JPST, COST |