International Private Wealth Advisors LLC
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed July 31, 2024), International Private Wealth Advisors LLC reported 121 stock positions worth $59.3 million. Its top holding was SS SPDR S&P 500 ETF Trust-US (SPY) at 9.1% of the portfolio, followed by Idx Dynamic Fixed Income ETF (DYFI, 6.4%) and Schwab US Large-Cap ETF (SCHX, 3.1%). Compared with Q1 2024, it opened 18 new positions, sold out of 8, added to 66 and reduced 34. The biggest buy was Ste STR SPDR PT DW Eu ETF (SPDW, shares +326%) and the biggest sale Schwab US Large-Cap ETF (SCHX, shares −12%).
- Most Recent 13F
- Q2 2026
- Location
- SAN DIEGO, CA
- CIK
- 0002022637
- Portfolio Value
- $59.3M (Q2 2024)
- SEC Filing
- 0001951757-24-000601 ↗ filed Jul 31, 2024
Holdings Value
Holdings 121 stocks · $59.3M
| SPY SS SPDR S&P 500 ETF Trust-US | 9.06% | 9,880 | $5.4M | Add +7.2% |
| DYFI Idx Dynamic Fixed Income ETF | 6.36% | 158,248 | $3.8M | Add +4.4% |
| SCHX Schwab US Large-Cap ETF | 3.08% | 28,450 | $1.8M | Reduce -11.6% |
| SPDW Ste STR SPDR PT DW Eu ETF | 2.87% | 48,531 | $1.7M | Add +326.1% |
| JPST JPMorgan Ultra-Short Income | 2.72% | 31,933 | $1.6M | Add +40.1% |
| XLSR SS US Sector Rotation | 2.46% | 28,686 | $1.5M | Add +210.7% |
| COST Costco Wholesale Corp. | 2.29% | 1,600 | $1.4M | Add +2.4% |
| MSFT Microsoft Corp. | 2.02% | 2,678 | $1.2M | Add +22.2% |
| AMZN Amazon.com Inc. | 1.85% | 5,680 | $1.1M | Add +21.8% |
| IJR iShares Core S&P Small-Cap E | 1.72% | 9,549 | $1.0M | Add +1.3% |
| FISR SS Fi Sector Rotation | 1.61% | 37,539 | $955K | Add +26.4% |
| NVDA Nvidia Corp. | 1.56% | 7,512 | $928K | Add +55.2% |
| BIL SS SPDR BB 1-3M T-Bill ETF | 1.47% | 9,519 | $874K | Add +0.3% |
| AGG iShares Core U.S. Aggregate | 1.41% | 8,620 | $837K | Add +11.5% |
| AAPL Apple Inc. | 1.26% | 3,536 | $745K | Add +11.3% |
| SPEM State Street SP PTF Em ETF | 1.09% | 17,151 | $646K | Add +131.0% |
| MO Altria Group Inc. | 1.03% | 13,446 | $612K | Add +137.2% |
| SPTL SS SPDR PF LNG TRM TSY E-Usd | 1.02% | 22,247 | $606K | Add +59.9% |
| VCIT Vanguard Int-Term Corporate | 1.01% | 7,516 | $601K | Reduce -16.0% |
| ANGL Vaneck Fallen Angel High YLD | 1.01% | 21,182 | $599K | Reduce -1.2% |
| GLD SPDR Gold Shares | 1.00% | 2,750 | $591K | Add +4.5% |
| IJH iShares Core S&P Midcap ETF | 0.96% | 9,708 | $568K | Reduce -8.3% |
| SPAB SS SPDR P Agg Bond ETF | 0.93% | 21,944 | $551K | Add +38.7% |
| IP International Paper Co. | 0.88% | 12,086 | $521K | Reduce -1.1% |
| KMB Kimberly-Clark Corp. | 0.81% | 3,497 | $483K | Reduce -5.0% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.80% | 7,411 | $474K | Add +85.2% |
| MINT PIMCO Enhanced Short Maturit | 0.78% | 4,626 | $466K | New |
| SCHD Schwab US DVD Equity ETF | 0.78% | 5,975 | $465K | Reduce -12.5% |
| VZ Verizon Communications Inc. | 0.78% | 11,237 | $463K | Add +1.2% |
| GOOG Alphabet Inc. Class C | 0.74% | 2,408 | $442K | New |
| SCHM Schwab US Mid Cap ETF | 0.73% | 5,554 | $432K | No change |
| PFE Pfizer Inc. | 0.72% | 15,309 | $428K | New |
| PEG Public Service Enterprise GP | 0.71% | 5,724 | $422K | Add +7.8% |
| T AT&T Inc. | 0.70% | 21,875 | $418K | Add +12.0% |
| MCD McDonald's Corp. | 0.70% | 1,629 | $415K | Reduce -0.8% |
| IEFA iShares Core MSCI Eafe ETF | 0.68% | 5,587 | $406K | Reduce -14.4% |
| QQQ Invesco QQQ Trust Series 1 | 0.68% | 844 | $404K | Add +5.5% |
| GLDM SPDR Gold Minishares Trust | 0.68% | 8,748 | $403K | Add +4.4% |
| HD Home Depot Inc. | 0.67% | 1,158 | $399K | Add +4.3% |
| NI Nisource Inc. | 0.67% | 13,785 | $397K | Add +7.1% |
| GRPM Invesco S&P Midcap 400 Garp | 0.66% | 3,438 | $393K | Reduce -4.1% |
| KEY Keycorp | 0.65% | 27,080 | $385K | Add +8.5% |
| USB US Bancorp | 0.64% | 9,509 | $377K | Add +3.4% |
| WSO Watsco Inc. | 0.63% | 808 | $374K | Reduce -25.7% |
| CFG Citizens Financial Group | 0.63% | 10,303 | $371K | Add +11.6% |
| PRU Prudential Financial Inc. | 0.62% | 3,144 | $368K | Reduce -16.2% |
| ETR Entergy Corp. | 0.60% | 3,341 | $357K | Add +5.6% |
| TIP iShares Tips Bond ETF | 0.60% | 3,330 | $356K | No change |
| TSCO Tractor Supply Company | 0.60% | 1,308 | $353K | Add +9.2% |
| TFC Truist Financial Corp. | 0.59% | 9,050 | $352K | Add +6.8% |
| F Ford Motor Co. filed as FORD MTR CO DEL | 0.59% | 27,847 | $349K | Reduce -1.8% |
| WMT Walmart Inc. | 0.58% | 5,054 | $342K | Add +9.1% |
| EIX Edison International | 0.57% | 4,742 | $341K | Add +0.7% |
| OKE Oneok Inc. | 0.57% | 4,162 | $339K | Reduce -13.1% |
| HBAN Huntington Bancshares Inc. | 0.57% | 25,655 | $338K | Add +10.8% |
| OMC Omnicom Group | 0.57% | 3,757 | $337K | Add +11.3% |
| RF Regions Financial Corp. | 0.56% | 16,699 | $335K | New |
| JNK SS SPDR BB High Yield Bond | 0.56% | 3,545 | $334K | Add +34.4% |
| CMS CMS Energy Corp. | 0.56% | 5,601 | $333K | Add +9.3% |
| D Dominion Energy Inc. | 0.56% | 6,784 | $332K | Add +1.3% |
| FMC FMC Corp. | 0.55% | 5,688 | $327K | New |
| AEP American Electric Power | 0.55% | 3,717 | $326K | Add +9.8% |
| PULS Pgim Ultra Short Bond ETF | 0.54% | 6,480 | $322K | New |
| CL Colgate-Palmolive Co. | 0.53% | 3,230 | $313K | Add +8.1% |
| FITB Fifth Third Bancorp | 0.52% | 8,505 | $310K | Reduce -15.7% |
| VLO Valero Energy Corp. | 0.52% | 1,970 | $309K | Add +3.4% |
| NRG NRG Energy Inc. | 0.51% | 3,917 | $305K | Reduce -47.8% |
| CAG Conagra Brands Inc. | 0.51% | 10,569 | $300K | New |
| SPSM SS SPDR P S&P 600 Small Cap | 0.50% | 7,200 | $299K | New |
| PG The Procter & Gamble Co. | 0.50% | 1,781 | $294K | Add +5.0% |
| BEN Franklin Templeton Inc. | 0.49% | 13,135 | $294K | Add +16.8% |
| LYB Lyondellbasell Indu Class A | 0.49% | 3,054 | $292K | Reduce -32.7% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.49% | 1,686 | $292K | Reduce -26.2% |
| PM Philip Morris International | 0.49% | 2,876 | $291K | Reduce -39.3% |
| LNT Alliant Energy Corp. | 0.49% | 5,667 | $288K | Add +6.1% |
| BBY Best Buy Co. Inc. | 0.48% | 3,414 | $288K | New |
| CVX Chevron Corp. | 0.48% | 1,805 | $282K | Reduce -33.3% |
| ADP Automatic Data Processing | 0.47% | 1,180 | $282K | Add +10.9% |
| AMGN Amgen Inc. | 0.47% | 896 | $280K | Add +10.1% |
| TSLA Tesla Inc. | 0.47% | 1,414 | $280K | New |
| MKC McCormick & Co.-Non VTG SHRS | 0.47% | 3,930 | $279K | Add +8.7% |
| PPL PPL Corp. | 0.46% | 9,773 | $270K | Add +2.6% |
| HPQ HP Inc. | 0.45% | 7,677 | $269K | Reduce -20.4% |
| IPG Interpublic Group of Cos Inc. | 0.45% | 9,175 | $267K | Add +13.2% |
| DTE DTE Energy Company | 0.45% | 2,400 | $266K | Add +0.5% |
| LLY Eli Lilly & Co. | 0.45% | 294 | $266K | New |
| PEP Pepsico Inc. | 0.44% | 1,595 | $263K | Add +7.3% |
| PAYX Paychex Inc. | 0.44% | 2,210 | $262K | Add +9.1% |
| HSY The Hershey Co. | 0.44% | 1,410 | $259K | Add +11.0% |
| NFLX Netflix Inc. | 0.43% | 382 | $258K | New |
| OGE Oge Energy Corp. | 0.43% | 7,160 | $256K | Add +0.8% |
| IVZ Invesco Ltd. | 0.43% | 16,951 | $254K | Add +1.6% |
| CLX Clorox Company | 0.42% | 1,839 | $251K | Add +10.1% |
| STX Seagate Technology Holdings | 0.42% | 2,425 | $250K | Reduce -58.0% |
| XOM Exxon Mobil Corp. | 0.42% | 2,163 | $249K | Add +0.8% |
| FE Firstenergy Corp. | 0.42% | 6,483 | $248K | Add +2.7% |
| WHR Whirlpool Corp. | 0.41% | 2,394 | $245K | New |
| SON Sonoco Products Co. | 0.41% | 4,807 | $244K | Add +10.6% |
| SPTI SS SPDR P Int Term TSY ETF | 0.41% | 8,658 | $243K | Reduce -21.8% |
| FNF Fidelity National Financial | 0.41% | 4,862 | $240K | Reduce -27.6% |
Portfolio Sells Q1 2024 → Q2 2024
| SCHX Schwab US Large-Cap ETF | Reduce -11.6% | 3.08% | −0.77 |
| STX Seagate Technology Holdings | Reduce -58.0% | 0.42% | −0.62 |
| EXC Exelon Corp. | Sold out | 0.00% | −0.55 |
| IWM iShares Russell 2000 ETF | Sold out | 0.00% | −0.54 |
| NRG NRG Energy Inc. | Reduce -47.8% | 0.51% | −0.47 |
| UNH Unitedhealth Group Inc. | Sold out | 0.00% | −0.44 |
| PFF iShares Preferred & Income S | Sold out | 0.00% | −0.43 |
| FAST Fastenal Co. | Sold out | 0.00% | −0.42 |
| NWL Newell Brands Inc. | Sold out | 0.00% | −0.42 |
| LYB Lyondellbasell Indu Class A | Reduce -32.7% | 0.49% | −0.40 |
| BNDX Vanguard Total Intl Bond ETF | Sold out | 0.00% | −0.39 |
| VCIT Vanguard Int-Term Corporate | Reduce -16.0% | 1.01% | −0.38 |
| IBM Intl Business Machines Corp. | Reduce -26.2% | 0.49% | −0.35 |
| CVX Chevron Corp. | Reduce -33.3% | 0.48% | −0.35 |
| PM Philip Morris International | Reduce -39.3% | 0.49% | −0.35 |
| EMR Emerson Electric Co. | Reduce -36.2% | 0.39% | −0.33 |
| CMA Comerica Inc. | Reduce -32.6% | 0.38% | −0.31 |
| FNF Fidelity National Financial | Reduce -27.6% | 0.41% | −0.28 |
| IJH iShares Core S&P Midcap ETF | Reduce -8.3% | 0.96% | −0.28 |
| SCHD Schwab US DVD Equity ETF | Reduce -12.5% | 0.78% | −0.28 |
| WSO Watsco Inc. | Reduce -25.7% | 0.63% | −0.28 |
| PFG Principal Financial Group | Reduce -24.8% | 0.39% | −0.26 |
| IEFA iShares Core MSCI Eafe ETF | Reduce -14.4% | 0.68% | −0.25 |
| MRK Merck & Co. Inc. | Reduce -28.9% | 0.35% | −0.25 |
| PRU Prudential Financial Inc. | Reduce -16.2% | 0.62% | −0.23 |
| FITB Fifth Third Bancorp | Reduce -15.7% | 0.52% | −0.20 |
| MCD McDonald's Corp. | Reduce -0.8% | 0.70% | −0.19 |
| SPTI SS SPDR P Int Term TSY ETF | Reduce -21.8% | 0.41% | −0.19 |
| ANGL Vaneck Fallen Angel High YLD | Reduce -1.2% | 1.01% | −0.19 |
| GRPM Invesco S&P Midcap 400 Garp | Reduce -4.1% | 0.66% | −0.17 |
| OKE Oneok Inc. | Reduce -13.1% | 0.57% | −0.17 |
| FLG New York Community Bancorp | Sold out | 0.00% | −0.16 |
| F Ford Motor Co. | Reduce -1.8% | 0.59% | −0.14 |
| HPQ HP Inc. | Reduce -20.4% | 0.45% | −0.11 |
| NVO Novo-Nordisk A/S-Spons ADR | Reduce -21.0% | 0.36% | −0.11 |
| JNJ Johnson & Johnson | Reduce -2.7% | 0.40% | −0.11 |
| FNDA Schwab Fndmntl US SM Co. ETF | Reduce -8.9% | 0.34% | −0.10 |
| KMB Kimberly-Clark Corp. | Reduce -5.0% | 0.81% | −0.10 |
| V Visa Inc. Class A | Reduce -5.7% | 0.35% | −0.10 |
| VCSH Vanguard S/T Corp. Bond ETF | Reduce -9.8% | 0.38% | −0.10 |
| IAU iShares Gold Trust | Reduce -10.5% | 0.38% | −0.08 |
| IP International Paper Co. | Reduce -1.1% | 0.88% | −0.04 |
Portfolio Buys Q1 2024 → Q2 2024
| SPDW Ste STR SPDR PT DW Eu ETF | Add +326.1% | 2.87% | +2.08 |
| XLSR SS US Sector Rotation | Add +210.7% | 2.46% | +1.57 |
| MINT PIMCO Enhanced Short Maturit | New | 0.78% | +0.78 |
| GOOG Alphabet Inc. Class C | New | 0.74% | +0.74 |
| PFE Pfizer Inc. | New | 0.72% | +0.72 |
| NVDA Nvidia Corp. | Add +55.2% | 1.56% | +0.72 |
| SPEM State Street SP PTF Em ETF | Add +131.0% | 1.09% | +0.57 |
| RF Regions Financial Corp. | New | 0.56% | +0.56 |
| MO Altria Group Inc. | Add +137.2% | 1.03% | +0.56 |
| FMC FMC Corp. | New | 0.55% | +0.55 |
| PULS Pgim Ultra Short Bond ETF | New | 0.54% | +0.54 |
| CAG Conagra Brands Inc. | New | 0.51% | +0.51 |
| SPSM SS SPDR P S&P 600 Small Cap | New | 0.50% | +0.50 |
| JPST JPMorgan Ultra-Short Income | Add +40.1% | 2.72% | +0.50 |
| BBY Best Buy Co. Inc. | New | 0.48% | +0.48 |
| TSLA Tesla Inc. | New | 0.47% | +0.47 |
| LLY Eli Lilly & Co. | New | 0.45% | +0.45 |
| NFLX Netflix Inc. | New | 0.43% | +0.43 |
| WHR Whirlpool Corp. | New | 0.41% | +0.41 |
| NEM Newmont Corp. | New | 0.38% | +0.38 |
| META Meta Platforms Inc. Class A | New | 0.37% | +0.37 |
| DGX Quest Diagnostics Inc. | New | 0.35% | +0.35 |
| QCOM Qualcomm Inc. | New | 0.35% | +0.35 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Add +85.2% | 0.80% | +0.32 |
| SPTL SS SPDR PF LNG TRM TSY E-Usd | Add +59.9% | 1.02% | +0.27 |
| MSFT Microsoft Corp. | Add +22.2% | 2.02% | +0.24 |
| AMZN Amazon.com Inc. | Add +21.8% | 1.85% | +0.23 |
| AAPL Apple Inc. | Add +11.3% | 1.26% | +0.20 |
| SPAB SS SPDR P Agg Bond ETF | Add +38.7% | 0.93% | +0.16 |
| FISR SS Fi Sector Rotation | Add +26.4% | 1.61% | +0.14 |
| COST Costco Wholesale Corp. | Add +2.4% | 2.29% | +0.08 |
| JNK SS SPDR BB High Yield Bond | Add +34.4% | 0.56% | +0.08 |
| LYG Lloyds Banking Group PLC-ADR | New | 0.06% | +0.06 |
| T AT&T Inc. | Add +12.0% | 0.70% | +0.04 |
| WMT Walmart Inc. | Add +9.1% | 0.58% | +0.04 |
| PEG Public Service Enterprise GP | Add +7.8% | 0.71% | +0.03 |
| AMGN Amgen Inc. | Add +10.1% | 0.47% | +0.03 |
| CL Colgate-Palmolive Co. | Add +8.1% | 0.53% | +0.01 |
| QQQ Invesco QQQ Trust Series 1 | Add +5.5% | 0.68% | −0.00 |
| TSCO Tractor Supply Company | Add +9.2% | 0.60% | −0.01 |
| AEP American Electric Power | Add +9.8% | 0.55% | −0.01 |
| NI Nisource Inc. | Add +7.1% | 0.67% | −0.02 |
| CFG Citizens Financial Group | Add +11.6% | 0.63% | −0.02 |
| JPC Nuveen Prefered & Income Opp | Add +1.9% | 0.27% | −0.02 |
| PHK PIMCO High Income Fund | Add +2.8% | 0.19% | −0.03 |
| GLDM SPDR Gold Minishares Trust | Add +4.4% | 0.68% | −0.03 |
| LNT Alliant Energy Corp. | Add +6.1% | 0.49% | −0.03 |
| CMS CMS Energy Corp. | Add +9.3% | 0.56% | −0.03 |
| PG The Procter & Gamble Co. | Add +5.0% | 0.50% | −0.04 |
| ADP Automatic Data Processing | Add +10.9% | 0.47% | −0.04 |
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 |