International Private Wealth Advisors LLC
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 14, 2025), International Private Wealth Advisors LLC reported 153 stock positions worth $104.3 million. Its top holding was SS SPDR S&P 500 ETF Trust-US (SPY) at 6.6% of the portfolio, followed by Apple (AAPL, 4.4%) and Ste STR SPDR PT DW Eu ETF (SPDW, 3.6%). Compared with Q4 2024, it opened 13 new positions, sold out of 12, added to 86 and reduced 50. The biggest buy was SS SPDR BBG En RY CM St N-Ui (CERY, shares +803%) and the biggest sale SS SPDR S&P 500 ETF Trust-US (SPY, shares −11%).
- Most Recent 13F
- Q2 2026
- Location
- SAN DIEGO, CA
- CIK
- 0002022637
- Portfolio Value
- $104.3M (Q1 2025)
- SEC Filing
- 0001951757-25-000354 ↗ filed Apr 14, 2025
Holdings Value
Holdings 153 stocks · $104.3M
| SPY SS SPDR S&P 500 ETF Trust-US | 6.61% | 12,337 | $6.9M | Reduce -10.6% |
| AAPL Apple Inc. | 4.43% | 20,814 | $4.6M | Add +6.9% |
| SPDW Ste STR SPDR PT DW Eu ETF | 3.64% | 104,175 | $3.8M | Add +36.9% |
| DYFI Idx Dynamic Fixed Income ETF | 3.11% | 140,252 | $3.2M | Add +1.5% |
| CERY SS SPDR BBG En RY CM St N-Ui | 2.83% | 106,489 | $3.0M | Add +803.4% |
| XLSR SS US Sector Rotation | 2.70% | 55,400 | $2.8M | Add +12.0% |
| AMZN Amazon.com Inc. | 2.66% | 14,582 | $2.8M | Add +1.0% |
| COST Costco Wholesale Corp. | 2.41% | 2,653 | $2.5M | Reduce -6.0% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 2.28% | 36,208 | $2.4M | Add +11.9% |
| MSFT Microsoft Corp. | 1.95% | 5,409 | $2.0M | Add +5.2% |
| NVDA Nvidia Corp. | 1.85% | 17,816 | $1.9M | Reduce -18.9% |
| SPAB SS SPDR P Agg Bond ETF | 1.58% | 64,457 | $1.6M | Add +14.4% |
| SPEM State Street SP PTF Em ETF | 1.56% | 41,228 | $1.6M | Add +7.5% |
| SCHX Schwab US Large-Cap ETF | 1.47% | 69,398 | $1.5M | Reduce -1.7% |
| TLT iShares 20+ Year Treasury BD | 1.43% | 16,382 | $1.5M | Add +13.7% |
| FISR SS Fi Sector Rotation | 1.43% | 57,600 | $1.5M | Add +23.8% |
| IJR iShares Core S&P Small-Cap E | 1.43% | 14,254 | $1.5M | Add +4.3% |
| IJH iShares Core S&P Midcap ETF | 1.36% | 24,382 | $1.4M | Add +3.8% |
| SHY iShares 1-3 Year Treasury Bo | 1.24% | 15,592 | $1.3M | Add +5.7% |
| PG The Procter & Gamble Co. | 1.15% | 7,058 | $1.2M | Add +18.2% |
| GLD SPDR Gold Shares | 1.11% | 4,020 | $1.2M | Reduce -1.4% |
| BIL SS SPDR BB 1-3M T-Bill ETF | 1.08% | 12,235 | $1.1M | Reduce -9.8% |
| BSV Vanguard Short-Term Bond ETF | 1.05% | 13,999 | $1.1M | Add +0.0% |
| QQQ Invesco QQQ Trust Series 1 | 0.99% | 2,195 | $1.0M | Add +5.9% |
| AGG iShares Core U.S. Aggregate | 0.96% | 10,106 | $1000K | Reduce -23.1% |
| LLY Eli Lilly & Co. | 0.95% | 1,196 | $988K | Reduce -3.5% |
| JPST JPMorgan Ultra-Short Income | 0.93% | 19,234 | $974K | Add +2.9% |
| IEMG iShares Core MSCI Emerging | 0.90% | 17,472 | $943K | Add +24.8% |
| IEF iShares 7-10 Year Treasury B | 0.86% | 9,442 | $900K | Add +12.3% |
| SPTL SS SPDR PF LNG TRM TSY E-Usd | 0.85% | 32,687 | $891K | Add +19.4% |
| IEI iShares 3-7 Year Treasury Bo | 0.85% | 7,495 | $885K | Add +5.6% |
| MO Altria Group Inc. | 0.82% | 14,201 | $852K | Add +13.0% |
| FBND Fidelity Total Bond ETF | 0.81% | 18,602 | $849K | Reduce -1.8% |
| T AT&T Inc. | 0.70% | 25,821 | $730K | Add +11.2% |
| WMT Walmart Inc. | 0.69% | 8,148 | $715K | Reduce -10.7% |
| ANGL Vaneck Fallen Angel High YLD | 0.65% | 23,658 | $683K | No change |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | 0.63% | 6,071 | $660K | Add +0.2% |
| GOOG Alphabet Inc. Class C | 0.61% | 4,084 | $638K | Add +14.6% |
| HD Home Depot Inc. | 0.61% | 1,730 | $634K | Add +49.1% |
| ABBV Abbvie Inc. | 0.59% | 2,954 | $619K | Reduce -18.5% |
| ANET Arista Networks Inc. | 0.57% | 7,738 | $600K | New |
| V Visa Inc. Class A | 0.57% | 1,703 | $597K | Reduce -2.7% |
| OKE Oneok Inc. | 0.57% | 5,951 | $590K | Add +2.1% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.56% | 1,100 | $586K | Add +2.6% |
| VZ Verizon Communications Inc. | 0.53% | 12,140 | $551K | Add +9.0% |
| PEG Public Service Enterprise GP | 0.50% | 6,388 | $526K | Add +19.9% |
| MCD McDonald's Corp. | 0.50% | 1,668 | $521K | Add +3.3% |
| VCIT Vanguard Int-Term Corporate | 0.50% | 6,318 | $517K | Reduce -15.9% |
| QUAL iShares MSCI USA Quality Fac | 0.49% | 2,995 | $512K | Add +3.3% |
| PM Philip Morris International | 0.48% | 3,156 | $501K | Add +17.4% |
| IEFA iShares Core MSCI Eafe ETF | 0.47% | 6,545 | $495K | Reduce -1.5% |
| GRPM Invesco S&P Midcap 400 Garp | 0.47% | 4,644 | $486K | Reduce -0.2% |
| SCHD Schwab US DVD Equity ETF | 0.46% | 17,106 | $478K | Reduce -7.3% |
| SPMD SS SPDR P S&P 400 Midcap ETF | 0.45% | 9,153 | $468K | Add +14.1% |
| AEP American Electric Power | 0.44% | 4,247 | $464K | Add +18.2% |
| CFG Citizens Financial Group | 0.44% | 11,243 | $461K | Add +16.7% |
| NKE Nike Inc. Class B | 0.44% | 7,201 | $457K | Reduce -0.5% |
| MINT PIMCO Enhanced Short Maturit | 0.43% | 4,472 | $450K | Add +12.1% |
| CMS CMS Energy Corp. | 0.42% | 5,851 | $439K | Add +8.2% |
| JPM JPMorgan Chase & Co. | 0.42% | 1,781 | $437K | Add +14.9% |
| SCHM Schwab US Mid Cap ETF | 0.42% | 16,662 | $437K | No change |
| USB US Bancorp | 0.41% | 10,215 | $431K | Add +12.5% |
| SPLB SS SPDR P Long Term C ETF | 0.41% | 19,071 | $430K | New |
| ETR Entergy Corp. | 0.41% | 5,013 | $429K | Reduce -17.4% |
| LNT Alliant Energy Corp. | 0.40% | 6,480 | $417K | Add +20.2% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.39% | 1,651 | $411K | Add +4.3% |
| PSA Public Storage | 0.39% | 1,368 | $409K | New |
| SPEU State Street SPDR Portfolio | 0.39% | 9,302 | $409K | New |
| TFC Truist Financial Corp. | 0.39% | 9,796 | $403K | Add +11.8% |
| D Dominion Energy Inc. | 0.38% | 7,147 | $401K | Add +8.8% |
| DTD Wisdomtree US Total Dividend | 0.38% | 5,139 | $395K | Add +0.0% |
| WSO Watsco Inc. | 0.37% | 766 | $389K | Reduce -2.0% |
| EMHC SS SPDR BB Em Usd Bond ETF | 0.37% | 16,079 | $388K | Add +41.6% |
| SRLN SS Blackstone Sr Loan ETF | 0.37% | 9,429 | $388K | Add +49.5% |
| PPL PPL Corp. | 0.37% | 10,706 | $387K | Add +15.3% |
| RF Regions Financial Corp. | 0.36% | 17,300 | $376K | Add +10.5% |
| MBB iShares MBS ETF | 0.36% | 4,006 | $376K | Reduce -0.0% |
| IQLT iShares MSCI International Q | 0.35% | 9,327 | $370K | Add +2.6% |
| TIP iShares Tips Bond ETF | 0.35% | 3,330 | $370K | No change |
| OGE Oge Energy Corp. | 0.35% | 7,983 | $367K | Add +19.0% |
| UNH Unitedhealth Group Inc. | 0.35% | 698 | $366K | Reduce -3.3% |
| KEY Keycorp | 0.35% | 22,747 | $364K | Reduce -11.4% |
| GWX State Street SPDR S&P Intern | 0.35% | 11,370 | $363K | Add +9.4% |
| DTE DTE Energy Company | 0.35% | 2,613 | $361K | Add +13.1% |
| PRU Prudential Financial Inc. | 0.34% | 3,218 | $359K | Add +6.8% |
| IP International Paper Co. | 0.34% | 6,711 | $358K | Reduce -35.6% |
| HBAN Huntington Bancshares Inc. | 0.34% | 23,821 | $358K | Reduce -2.8% |
| WEC WEC Energy Group Inc. | 0.34% | 3,274 | $357K | Add +16.2% |
| XOM Exxon Mobil Corp. | 0.34% | 2,997 | $356K | Reduce -28.2% |
| NI Nisource Inc. | 0.34% | 8,884 | $356K | Reduce -31.1% |
| GOOGL Alphabet Inc. Class A | 0.34% | 2,281 | $353K | Reduce -22.0% |
| OMC Omnicom Group | 0.33% | 4,171 | $346K | Add +14.2% |
| DUK Duke Energy Corp. | 0.33% | 2,833 | $346K | Add +3.4% |
| KO The Coca-Cola Co. | 0.33% | 4,760 | $341K | New |
| GLDM SPDR Gold Minishares Trust | 0.32% | 5,442 | $337K | Reduce -6.5% |
| SPSM SS SPDR P S&P 600 Small Cap | 0.32% | 8,128 | $331K | Reduce -40.3% |
| FITB Fifth Third Bancorp | 0.32% | 8,405 | $329K | Add +4.7% |
| EIX Edison International | 0.31% | 5,546 | $327K | Add +22.2% |
| CVX Chevron Corp. | 0.30% | 1,870 | $313K | Add +5.4% |
| META Meta Platforms Inc. Class A | 0.30% | 536 | $309K | Reduce -1.8% |
Portfolio Sells Q4 2024 → Q1 2025
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -10.6% | 6.61% | −1.43 |
| NVDA Nvidia Corp. | Reduce -18.9% | 1.85% | −1.08 |
| JNK SS SPDR BB High Yield Bond | Sold out | 0.00% | −0.50 |
| TSLA Tesla Inc. | Sold out | 0.00% | −0.45 |
| AGG iShares Core U.S. Aggregate | Reduce -23.1% | 0.96% | −0.31 |
| SPSM SS SPDR P S&P 600 Small Cap | Reduce -40.3% | 0.32% | −0.29 |
| TNA Dir Dai SML Ca Bul 3X Et-Usd | Sold out | 0.00% | −0.28 |
| VLO Valero Energy Corp. | Sold out | 0.00% | −0.27 |
| WHR Whirlpool Corp. | Sold out | 0.00% | −0.27 |
| FMC FMC Corp. | Sold out | 0.00% | −0.27 |
| CMA Comerica Inc. | Sold out | 0.00% | −0.26 |
| AMD Advanced Micro Devices | Sold out | 0.00% | −0.26 |
| XLE SS Energy Select Sector | Sold out | 0.00% | −0.25 |
| FANG Diamondback Energy Inc. | Sold out | 0.00% | −0.25 |
| IP International Paper Co. | Reduce -35.6% | 0.34% | −0.22 |
| GOOGL Alphabet Inc. Class A | Reduce -22.0% | 0.34% | −0.21 |
| LULU Lululemon Athletica Inc. | Sold out | 0.00% | −0.21 |
| KMB Kimberly-Clark Corp. | Reduce -47.2% | 0.24% | −0.20 |
| COST Costco Wholesale Corp. | Reduce -6.0% | 2.41% | −0.17 |
| SCHX Schwab US Large-Cap ETF | Reduce -1.7% | 1.47% | −0.16 |
| BIL SS SPDR BB 1-3M T-Bill ETF | Reduce -9.8% | 1.08% | −0.16 |
| PDBC Invesco Optimum Yield Divers | Reduce -52.8% | 0.14% | −0.15 |
| WBA Walgreens Boots Alliance Inc. | Sold out | 0.00% | −0.14 |
| WMT Walmart Inc. | Reduce -10.7% | 0.69% | −0.14 |
| NI Nisource Inc. | Reduce -31.1% | 0.34% | −0.13 |
| PFE Pfizer Inc. | Reduce -22.7% | 0.29% | −0.12 |
| NKE Nike Inc. Class B | Reduce -0.5% | 0.44% | −0.11 |
| XOM Exxon Mobil Corp. | Reduce -28.2% | 0.34% | −0.11 |
| VCIT Vanguard Int-Term Corporate | Reduce -15.9% | 0.50% | −0.11 |
| KEY Keycorp | Reduce -11.4% | 0.35% | −0.09 |
| ADP Automatic Data Processing | Reduce -19.5% | 0.26% | −0.06 |
| GRPM Invesco S&P Midcap 400 Garp | Reduce -0.2% | 0.47% | −0.06 |
| HBAN Huntington Bancshares Inc. | Reduce -2.8% | 0.34% | −0.05 |
| CLX Clorox Company | Reduce -8.1% | 0.22% | −0.05 |
| ABBV Abbvie Inc. | Reduce -18.5% | 0.59% | −0.05 |
| ETR Entergy Corp. | Reduce -17.4% | 0.41% | −0.05 |
| SCHD Schwab US DVD Equity ETF | Reduce -7.3% | 0.46% | −0.04 |
| NRG NRG Energy Inc. | Reduce -14.0% | 0.29% | −0.04 |
| PAYX Paychex Inc. | Reduce -18.6% | 0.24% | −0.04 |
| SPTI SS SPDR P Int Term TSY ETF | Reduce -12.4% | 0.21% | −0.03 |
| FBND Fidelity Total Bond ETF | Reduce -1.8% | 0.81% | −0.03 |
| TSCO Tractor Supply Company | Reduce -9.7% | 0.29% | −0.03 |
| ERIC Ericsson (lm) Tel-SP ADR | Reduce -22.6% | 0.08% | −0.03 |
| FNDA Schwab Fndmntl US SM Co. ETF | Reduce -0.7% | 0.19% | −0.03 |
| META Meta Platforms Inc. Class A | Reduce -1.8% | 0.30% | −0.02 |
| LYB Lyondellbasell Indu Class A | Reduce -0.5% | 0.21% | −0.02 |
| F Ford Motor Co. | Reduce -2.6% | 0.26% | −0.01 |
| UNH Unitedhealth Group Inc. | Reduce -3.3% | 0.35% | −0.01 |
| SPIB SS SPDR P Int C Corp. ETF | Reduce -0.3% | 0.28% | −0.01 |
| DGX Quest Diagnostics Inc. | Reduce -10.2% | 0.20% | −0.01 |
Portfolio Buys Q4 2024 → Q1 2025
| CERY SS SPDR BBG En RY CM St N-Ui | Add +803.4% | 2.83% | +2.52 |
| SPDW Ste STR SPDR PT DW Eu ETF | Add +36.9% | 3.64% | +1.05 |
| ANET Arista Networks Inc. | New | 0.57% | +0.57 |
| SPLB SS SPDR P Long Term C ETF | New | 0.41% | +0.41 |
| PSA Public Storage | New | 0.39% | +0.39 |
| SPEU State Street SPDR Portfolio | New | 0.39% | +0.39 |
| KO The Coca-Cola Co. | New | 0.33% | +0.33 |
| NEM Newmont Corp. | New | 0.27% | +0.27 |
| FISR SS Fi Sector Rotation | Add +23.8% | 1.43% | +0.25 |
| UNM Unum Group | New | 0.24% | +0.24 |
| PLTR Palantir Technologies Inc. Class A | New | 0.24% | +0.24 |
| CRWD CrowdStrike Holdings Inc. Class A | New | 0.23% | +0.23 |
| FHN First Horizon Corp. | New | 0.22% | +0.22 |
| MDLZ Mondelez International Inc. Class A | New | 0.21% | +0.21 |
| VGK Vanguard Ftse Europe ETF | New | 0.20% | +0.20 |
| TLT iShares 20+ Year Treasury BD | Add +13.7% | 1.43% | +0.18 |
| SPAB SS SPDR P Agg Bond ETF | Add +14.4% | 1.58% | +0.18 |
| IEMG iShares Core MSCI Emerging | Add +24.8% | 0.90% | +0.18 |
| T AT&T Inc. | Add +11.2% | 0.70% | +0.17 |
| MO Altria Group Inc. | Add +13.0% | 0.82% | +0.16 |
| HD Home Depot Inc. | Add +49.1% | 0.61% | +0.16 |
| PM Philip Morris International | Add +17.4% | 0.48% | +0.16 |
| PG The Procter & Gamble Co. | Add +18.2% | 1.15% | +0.16 |
| SPTL SS SPDR PF LNG TRM TSY E-Usd | Add +19.4% | 0.85% | +0.14 |
| AEP American Electric Power | Add +18.2% | 0.44% | +0.12 |
| SRLN SS Blackstone Sr Loan ETF | Add +49.5% | 0.37% | +0.11 |
| EMHC SS SPDR BB Em Usd Bond ETF | Add +41.6% | 0.37% | +0.10 |
| SPEM State Street SP PTF Em ETF | Add +7.5% | 1.56% | +0.09 |
| IEF iShares 7-10 Year Treasury B | Add +12.3% | 0.86% | +0.09 |
| VZ Verizon Communications Inc. | Add +9.0% | 0.53% | +0.08 |
| LNT Alliant Energy Corp. | Add +20.2% | 0.40% | +0.08 |
| WEC WEC Energy Group Inc. | Add +16.2% | 0.34% | +0.08 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +2.6% | 0.56% | +0.08 |
| OGE Oge Energy Corp. | Add +19.0% | 0.35% | +0.08 |
| PPL PPL Corp. | Add +15.3% | 0.37% | +0.07 |
| DTE DTE Energy Company | Add +13.1% | 0.35% | +0.07 |
| XLSR SS US Sector Rotation | Add +12.0% | 2.70% | +0.07 |
| CMS CMS Energy Corp. | Add +8.2% | 0.42% | +0.06 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Add +11.9% | 2.28% | +0.06 |
| PEG Public Service Enterprise GP | Add +19.9% | 0.50% | +0.06 |
| MFG Mizuho Financial Group-ADR | New | 0.05% | +0.05 |
| JPM JPMorgan Chase & Co. | Add +14.9% | 0.42% | +0.05 |
| IBM Intl Business Machines Corp. | Add +4.3% | 0.39% | +0.05 |
| CVX Chevron Corp. | Add +5.4% | 0.30% | +0.04 |
| FE Firstenergy Corp. | Add +19.6% | 0.29% | +0.04 |
| DUK Duke Energy Corp. | Add +3.4% | 0.33% | +0.04 |
| MCD McDonald's Corp. | Add +3.3% | 0.50% | +0.03 |
| MINT PIMCO Enhanced Short Maturit | Add +12.1% | 0.43% | +0.03 |
| PFG Principal Financial Group | Add +9.5% | 0.25% | +0.03 |
| IEI iShares 3-7 Year Treasury Bo | Add +5.6% | 0.85% | +0.03 |
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 |