International Private Wealth Advisors LLC

Name: International Private Wealth Advisors LLC 13F holdings, Q2 2025
Creator: International Private Wealth Advisors LLC
Published: 2025-07-11

Q2 2026Q1 2026Q4 2025Q3 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024

In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 11, 2025), International Private Wealth Advisors LLC reported 163 stock positions worth $116.6 million. Its top holding was SS SPDR S&P 500 ETF Trust-US (SPY) at 7.3% of the portfolio, followed by Amazon.com (AMZN, 3.2%) and Ste STR SPDR PT DW Eu ETF (SPDW, 2.7%). Compared with Q1 2025, it opened 31 new positions, sold out of 21, added to 62 and reduced 64. The biggest buy was Invesco QQQ Trust Series 1 (QQQ, shares +67%) and the biggest sale Apple (AAPL, shares −40%).

Most Recent 13F: Q2 2026
Location: SAN DIEGO, CA
CIK: 0002022637
Portfolio Value: $116.6M (Q2 2025)
SEC Filing: 0001951757-25-000617 ↗ filed Jul 11, 2025

Holdings Value

Holdings 163 stocks · $116.6M


SPY SS SPDR S&P 500 ETF Trust-US	7.29%	13,755	$8.5M	Add +11.5%
AMZN Amazon.com Inc.	3.17%	16,846	$3.7M	Add +15.5%
SPDW Ste STR SPDR PT DW Eu ETF	2.75%	79,116	$3.2M	Reduce -24.1%
XLSR SS US Sector Rotation	2.74%	58,091	$3.2M	Add +4.9%
SPYM Ste STR SPDR PT S&P 500 ETF	2.49%	39,930	$2.9M	Add +10.3%
DYFI Idx Dynamic Fixed Income ETF	2.47%	124,150	$2.9M	Reduce -11.5%
MSFT Microsoft Corp.	2.46%	5,756	$2.9M	Add +6.4%
COST Costco Wholesale Corp.	2.37%	2,789	$2.8M	Add +5.1%
NVDA Nvidia Corp.	2.28%	16,828	$2.7M	Reduce -5.5%
CERY SS SPDR BBG En RY CM St N-Ui	2.26%	96,675	$2.6M	Reduce -9.2%
AAPL Apple Inc.	2.21%	12,574	$2.6M	Reduce -39.6%
SPAB SS SPDR P Agg Bond ETF	1.86%	84,564	$2.2M	Add +31.2%
QQQ Invesco QQQ Trust Series 1	1.74%	3,676	$2.0M	Add +67.5%
FISR SS Fi Sector Rotation	1.67%	75,158	$1.9M	Add +30.5%
TLT iShares 20+ Year Treasury BD	1.65%	21,730	$1.9M	Add +32.6%
SHY iShares 1-3 Year Treasury Bo	1.40%	19,662	$1.6M	Add +26.1%
SCHX Schwab US Large-Cap ETF	1.36%	65,078	$1.6M	Reduce -6.2%
IJR iShares Core S&P Small-Cap E	1.30%	13,812	$1.5M	Reduce -3.1%
GOOG Alphabet Inc. Class C	1.25%	8,199	$1.5M	Add +100.8%
IJH iShares Core S&P Midcap ETF	1.24%	23,356	$1.4M	Reduce -4.2%
GLD SPDR Gold Shares	1.17%	4,474	$1.4M	Add +11.3%
LLY Eli Lilly & Co.	1.12%	1,676	$1.3M	Add +40.1%
SPEM State Street SP PTF Em ETF	1.10%	30,073	$1.3M	Reduce -27.1%
BRK.B Berkshire Hathaway Inc. Class B	1.06%	2,542	$1.2M	Add +131.1%
IEF iShares 7-10 Year Treasury B	1.02%	12,372	$1.2M	Add +31.0%
IEI iShares 3-7 Year Treasury Bo	0.99%	9,702	$1.2M	Add +29.4%
BSV Vanguard Short-Term Bond ETF	0.95%	14,026	$1.1M	Add +0.2%
IEMG iShares Core MSCI Emerging	0.93%	18,128	$1.1M	Add +3.8%
PG The Procter & Gamble Co.	0.92%	6,752	$1.1M	Reduce -4.3%
META Meta Platforms Inc. Class A	0.89%	1,413	$1.0M	Add +163.6%
WMT Walmart Inc.	0.83%	9,900	$968K	Add +21.5%
JPST JPMorgan Ultra-Short Income	0.79%	18,228	$924K	Reduce -5.2%
AGG iShares Core U.S. Aggregate	0.76%	8,918	$885K	Reduce -11.8%
FBND Fidelity Total Bond ETF	0.72%	18,250	$835K	Reduce -1.9%
ALLW State Street Brgwtr All WTHR	0.67%	29,964	$781K	New
ABBV Abbvie Inc.	0.60%	3,786	$703K	Add +28.2%
ANGL Vaneck Fallen Angel High YLD	0.59%	23,658	$693K	No change
SPTL SS SPDR PF LNG TRM TSY E-Usd	0.59%	25,696	$683K	Reduce -21.4%
LQD Ishr Ibx Usd Invgd CB ETF-Ui	0.58%	6,135	$672K	Add +1.1%
MO Altria Group Inc.	0.56%	11,191	$656K	Reduce -21.2%
V Visa Inc. Class A	0.56%	1,847	$656K	Add +8.5%
HD Home Depot Inc.	0.51%	1,623	$595K	Reduce -6.2%
GBTC Grayscale Bitcoin Trust ETF	0.51%	6,950	$590K	New
PLTR Palantir Technologies Inc. Class A	0.50%	4,308	$587K	Add +47.7%
BIL SS SPDR BB 1-3M T-Bill ETF	0.50%	6,328	$580K	Reduce -48.3%
SPSM SS SPDR P S&P 600 Small Cap	0.50%	13,621	$580K	Add +67.6%
SPIB SS SPDR P Int C Corp. ETF	0.50%	17,216	$578K	Add +94.1%
OKE Oneok Inc.	0.48%	6,821	$557K	Add +14.6%
QUAL iShares MSCI USA Quality Fac	0.47%	3,003	$549K	Add +0.3%
SPLB SS SPDR P Long Term C ETF	0.47%	24,098	$544K	Add +26.4%
SPMD SS SPDR P S&P 400 Midcap ETF	0.45%	9,647	$525K	Add +5.4%
TSLA Tesla Inc.	0.45%	1,634	$519K	New
TROW T Rowe Price Group Inc. filed as PRICE T ROWE GROUP INC	0.44%	5,335	$515K	New
VZ Verizon Communications Inc.	0.44%	11,886	$514K	Reduce -2.1%
NKE Nike Inc. Class B	0.44%	7,228	$513K	Add +0.4%
PFE Pfizer Inc.	0.43%	20,680	$501K	Add +76.2%
GRPM Invesco S&P Midcap 400 Garp	0.43%	4,560	$498K	Reduce -1.8%
T AT&T Inc.	0.43%	17,122	$496K	Reduce -33.7%
GEV GE Vernova Inc.	0.41%	901	$477K	Add +18.7%
RWR SS SPDR Dow Jones REIT ETF	0.40%	4,872	$470K	Add +4.8%
CVX Chevron Corp.	0.40%	3,276	$469K	Add +75.2%
MCD McDonald's Corp.	0.40%	1,605	$469K	Reduce -3.8%
SCHM Schwab US Mid Cap ETF	0.40%	16,662	$467K	No change
IEFA iShares Core MSCI Eafe ETF	0.40%	5,546	$463K	Reduce -15.3%
PANW Palo Alto Networks Inc.	0.40%	2,262	$463K	Add +92.8%
PSA Public Storage	0.39%	1,548	$454K	Add +13.2%
GOOGL Alphabet Inc. Class A	0.39%	2,556	$450K	Add +12.1%
NOW ServiceNow Inc.	0.39%	438	$450K	New
EMHC SS SPDR BB Em Usd Bond ETF	0.37%	17,663	$435K	Add +9.8%
JPM JPMorgan Chase & Co.	0.37%	1,493	$433K	Reduce -16.2%
SCHD Schwab US DVD Equity ETF	0.37%	16,291	$432K	Reduce -4.8%
F Ford Motor Co. filed as FORD MTR CO	0.37%	39,670	$430K	Add +44.2%
GWX State Street SPDR S&P Intern	0.37%	11,541	$429K	Add +1.5%
SRLN SS Blackstone Sr Loan ETF	0.37%	10,283	$428K	Add +9.1%
PRU Prudential Financial Inc.	0.36%	3,954	$425K	Add +22.9%
EIX Edison International	0.36%	8,196	$423K	Add +47.8%
DUK Duke Energy Corp.	0.35%	3,491	$412K	Add +23.2%
TFC Truist Financial Corp.	0.35%	9,538	$410K	Reduce -2.6%
DTD Wisdomtree US Total Dividend	0.35%	5,154	$410K	Add +0.3%
PM Philip Morris International	0.35%	2,232	$407K	Reduce -29.3%
JNK SS SPDR BB High Yield Bond	0.35%	4,176	$406K	New
MINT PIMCO Enhanced Short Maturit	0.34%	3,988	$401K	Reduce -10.8%
USB US Bancorp	0.34%	8,853	$401K	Reduce -13.3%
D Dominion Energy Inc.	0.34%	7,033	$398K	Reduce -1.6%
ADM Archer-Daniels-Midland Co.	0.34%	7,496	$396K	New
RF Regions Financial Corp.	0.34%	16,764	$394K	Reduce -3.1%
IQLT iShares MSCI International Q	0.34%	9,102	$393K	Reduce -2.4%
HBAN Huntington Bancshares Inc.	0.33%	23,251	$390K	Reduce -2.4%
KEY Keycorp	0.33%	22,322	$389K	Reduce -1.9%
LYB Lyondellbasell Indu Class A	0.33%	6,709	$388K	Add +111.5%
AVGO Broadcom Inc.	0.33%	1,408	$388K	Add +6.9%
MBB iShares MBS ETF	0.33%	4,120	$387K	Add +2.9%
TIP iShares Tips Bond ETF	0.31%	3,330	$366K	No change
CFG Citizens Financial Group	0.31%	8,022	$359K	Reduce -28.6%
SCHC Schwab Intl Small-Cap Equity	0.31%	8,370	$356K	Reduce -0.5%
LAZ Lazard Inc.	0.30%	7,372	$354K	New
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS	0.30%	1,191	$351K	Reduce -27.9%
AEP American Electric Power	0.29%	3,312	$344K	Reduce -22.0%
CRWD CrowdStrike Holdings Inc. Class A	0.29%	672	$342K	No change
VLO Valero Energy Corp.	0.29%	2,540	$341K	New
CMS CMS Energy Corp.	0.29%	4,924	$341K	Reduce -15.8%
OGE Oge Energy Corp.	0.29%	7,674	$341K	Reduce -3.9%
XLF SS Financial Select Sector	0.29%	6,348	$332K	New
SW Smurfit Westrock PLC	0.28%	7,620	$329K	New
KO The Coca-Cola Co.	0.28%	4,594	$325K	Reduce -3.5%
CVS CVS Health Corp.	0.28%	4,683	$323K	New
ES Eversource Energy	0.27%	5,014	$319K	New
OMC Omnicom Group	0.27%	4,405	$317K	Add +5.6%
NEE Nextera Energy Inc.	0.27%	4,508	$313K	New
WEC WEC Energy Group Inc.	0.27%	2,983	$311K	Reduce -8.9%
IP International Paper Co.	0.27%	6,629	$310K	Reduce -1.2%
NLY Annaly Capital Management Inc.	0.26%	16,299	$307K	Add +24.4%
XOM Exxon Mobil Corp.	0.26%	2,825	$305K	Reduce -5.7%
GPC Genuine Parts Co.	0.26%	2,471	$300K	New
FE Firstenergy Corp.	0.26%	7,428	$299K	Reduce -2.0%
ORI Old Republic Intl Corp.	0.26%	7,763	$298K	New
GIS General Mills Inc.	0.25%	5,716	$296K	New
FITB Fifth Third Bancorp	0.25%	7,169	$295K	Reduce -14.7%
SWKS Skyworks Solutions Inc.	0.25%	3,936	$293K	New
DTE DTE Energy Company	0.25%	2,206	$292K	Reduce -15.6%
EXC Exelon Corp.	0.25%	6,712	$291K	New
XLK SS Technology Select Sector	0.25%	1,141	$289K	New
PPL PPL Corp.	0.25%	8,525	$289K	Reduce -20.4%
XLU St Sr Utl SL SE SPDR ETF-Usd	0.24%	3,495	$285K	New
NFLX Netflix Inc.	0.24%	212	$284K	New
CAG Conagra Brands Inc.	0.24%	13,859	$284K	Add +22.3%
IBIT iShares Bitcoin Trust ETF	0.24%	4,600	$282K	New
PEG Public Service Enterprise GP	0.23%	3,250	$274K	Reduce -49.1%
BG Bunge Global SA	0.23%	3,402	$273K	New
PNW Pinnacle West Capital	0.23%	3,030	$271K	New
KMB Kimberly-Clark Corp.	0.23%	2,100	$271K	Add +18.0%
HPQ HP Inc.	0.23%	10,746	$263K	Add +35.3%
EMLC Vaneck JPM Em Local Curr BND	0.23%	10,345	$262K	Add +13.5%
PULS Pgim Ultra Short Bond ETF	0.22%	5,182	$258K	No change
REET iShares Global REIT ETF	0.22%	10,437	$258K	Add +4.0%
PFG Principal Financial Group	0.22%	3,198	$254K	Add +1.8%
IAU iShares Gold Trust	0.22%	4,039	$252K	Reduce -3.6%
ADP Automatic Data Processing	0.21%	806	$249K	Reduce -9.8%
HSY The Hershey Co.	0.21%	1,490	$247K	Reduce -8.8%
WFC Wells Fargo & Co.	0.21%	3,069	$246K	New
TSCO Tractor Supply Company	0.21%	4,632	$244K	Reduce -15.3%
BBY Best Buy Co. Inc.	0.20%	3,532	$237K	Reduce -0.9%
MKC McCormick & Co.-Non VTG SHRS	0.20%	3,100	$235K	Reduce -9.5%
VGK Vanguard Ftse Europe ETF	0.20%	2,988	$232K	No change
AMGN Amgen Inc.	0.20%	823	$230K	Reduce -8.4%
GLDM SPDR Gold Minishares Trust	0.20%	3,498	$229K	Reduce -35.7%
CL Colgate-Palmolive Co.	0.20%	2,507	$228K	Reduce -8.9%
TNA Dir Dai SML Ca Bul 3X Et-Usd	0.19%	6,722	$225K	New
MGK Vngrd Mrgstr MG CP GR ETF-Ui	0.19%	601	$220K	New
SPTI SS SPDR P Int Term TSY ETF	0.19%	7,598	$219K	Add +0.2%
JNJ Johnson & Johnson	0.19%	1,430	$218K	Reduce -4.3%
PAYX Paychex Inc.	0.19%	1,497	$218K	Reduce -8.6%
MDLZ Mondelez International Inc. Class A	0.18%	3,123	$211K	Reduce -3.9%
DGX Quest Diagnostics Inc.	0.18%	1,152	$207K	Reduce -8.3%
FNDA Schwab Fndmntl US SM Co. ETF	0.18%	7,219	$207K	Reduce -1.5%
SCHP Schwab U.S. Tips ETF	0.18%	7,704	$206K	New
XLV SS Health Care Select Sector	0.17%	1,506	$203K	New
UNH Unitedhealth Group Inc.	0.17%	647	$202K	Reduce -7.3%
JPC Nuveen Prefered & Income Opp	0.16%	23,129	$185K	Add +2.4%
PDBC Invesco Optimum Yield Divers	0.11%	10,041	$131K	Reduce -3.0%
PHK PIMCO High Income Fund	0.11%	26,004	$125K	Add +2.9%
ERIC Ericsson (lm) Tel-SP ADR filed as TELEFONAKTIEBOLAGET LM ERICS	0.10%	14,132	$120K	Add +36.7%
LYG Lloyds Banking Group PLC-ADR	0.06%	15,988	$68K	New

Portfolio Sells Q1 2025 → Q2 2025


AAPL Apple Inc.	Reduce -39.6%	2.21%	−2.22
SPDW Ste STR SPDR PT DW Eu ETF	Reduce -24.1%	2.75%	−0.89
DYFI Idx Dynamic Fixed Income ETF	Reduce -11.5%	2.47%	−0.64
BIL SS SPDR BB 1-3M T-Bill ETF	Reduce -48.3%	0.50%	−0.58
ANET Arista Networks Inc.	Sold out	0.00%	−0.57
CERY SS SPDR BBG En RY CM St N-Ui	Reduce -9.2%	2.26%	−0.57
VCIT Vanguard Int-Term Corporate	Sold out	0.00%	−0.50
SPEM State Street SP PTF Em ETF	Reduce -27.1%	1.10%	−0.45
ETR Entergy Corp.	Sold out	0.00%	−0.41
LNT Alliant Energy Corp.	Sold out	0.00%	−0.40
WSO Watsco Inc.	Sold out	0.00%	−0.37
NI Nisource Inc.	Sold out	0.00%	−0.34
NRG NRG Energy Inc.	Sold out	0.00%	−0.29
FNF Fidelity National Financial	Sold out	0.00%	−0.29
T AT&T Inc.	Reduce -33.7%	0.43%	−0.27
PEG Public Service Enterprise GP	Reduce -49.1%	0.23%	−0.27
SPTL SS SPDR PF LNG TRM TSY E-Usd	Reduce -21.4%	0.59%	−0.27
NEM Newmont Corp.	Sold out	0.00%	−0.27
IPG Interpublic Group of Cos Inc.	Sold out	0.00%	−0.26
IVZ Invesco Ltd.	Sold out	0.00%	−0.26
MO Altria Group Inc.	Reduce -21.2%	0.56%	−0.25
BEN Franklin Templeton Inc.	Sold out	0.00%	−0.25
SON Sonoco Products Co.	Sold out	0.00%	−0.25
UNM Unum Group	Sold out	0.00%	−0.24
PEP Pepsico Inc.	Sold out	0.00%	−0.23
RTX RTX Corp.	Sold out	0.00%	−0.23
PG The Procter & Gamble Co.	Reduce -4.3%	0.92%	−0.23
EMR Emerson Electric Co.	Sold out	0.00%	−0.22
FHN First Horizon Corp.	Sold out	0.00%	−0.22
CLX Clorox Company	Sold out	0.00%	−0.22
STX Seagate Technology Holdings	Sold out	0.00%	−0.22
AGG iShares Core U.S. Aggregate	Reduce -11.8%	0.76%	−0.20
UNH Unitedhealth Group Inc.	Reduce -7.3%	0.17%	−0.18
AEP American Electric Power	Reduce -22.0%	0.29%	−0.15
JPST JPMorgan Ultra-Short Income	Reduce -5.2%	0.79%	−0.14
CFG Citizens Financial Group	Reduce -28.6%	0.31%	−0.13
IJR iShares Core S&P Small-Cap E	Reduce -3.1%	1.30%	−0.13
PM Philip Morris International	Reduce -29.3%	0.35%	−0.13
CMS CMS Energy Corp.	Reduce -15.8%	0.29%	−0.13
GLDM SPDR Gold Minishares Trust	Reduce -35.7%	0.20%	−0.13
PPL PPL Corp.	Reduce -20.4%	0.25%	−0.12
IJH iShares Core S&P Midcap ETF	Reduce -4.2%	1.24%	−0.12
SCHX Schwab US Large-Cap ETF	Reduce -6.2%	1.36%	−0.10
FBND Fidelity Total Bond ETF	Reduce -1.9%	0.72%	−0.10
MCD McDonald's Corp.	Reduce -3.8%	0.40%	−0.10
HD Home Depot Inc.	Reduce -6.2%	0.51%	−0.10
DTE DTE Energy Company	Reduce -15.6%	0.25%	−0.10
IBM Intl Business Machines Corp.	Reduce -27.9%	0.30%	−0.09
SCHD Schwab US DVD Equity ETF	Reduce -4.8%	0.37%	−0.09
MINT PIMCO Enhanced Short Maturit	Reduce -10.8%	0.34%	−0.09

Portfolio Buys Q1 2025 → Q2 2025


QQQ Invesco QQQ Trust Series 1	Add +67.5%	1.74%	+0.75
SPY SS SPDR S&P 500 ETF Trust-US	Add +11.5%	7.29%	+0.68
ALLW State Street Brgwtr All WTHR	New	0.67%	+0.67
GOOG Alphabet Inc. Class C	Add +100.8%	1.25%	+0.64
META Meta Platforms Inc. Class A	Add +163.6%	0.89%	+0.60
AMZN Amazon.com Inc.	Add +15.5%	3.17%	+0.51
MSFT Microsoft Corp.	Add +6.4%	2.46%	+0.51
GBTC Grayscale Bitcoin Trust ETF	New	0.51%	+0.51
BRK.B Berkshire Hathaway Inc. Class B	Add +131.1%	1.06%	+0.50
TSLA Tesla Inc.	New	0.45%	+0.45
TROW T Rowe Price Group Inc.	New	0.44%	+0.44
NOW ServiceNow Inc.	New	0.39%	+0.39
JNK SS SPDR BB High Yield Bond	New	0.35%	+0.35
ADM Archer-Daniels-Midland Co.	New	0.34%	+0.34
LAZ Lazard Inc.	New	0.30%	+0.30
VLO Valero Energy Corp.	New	0.29%	+0.29
XLF SS Financial Select Sector	New	0.29%	+0.29
SW Smurfit Westrock PLC	New	0.28%	+0.28
SPAB SS SPDR P Agg Bond ETF	Add +31.2%	1.86%	+0.28
CVS CVS Health Corp.	New	0.28%	+0.28
ES Eversource Energy	New	0.27%	+0.27
NEE Nextera Energy Inc.	New	0.27%	+0.27
PLTR Palantir Technologies Inc. Class A	Add +47.7%	0.50%	+0.27
GPC Genuine Parts Co.	New	0.26%	+0.26
ORI Old Republic Intl Corp.	New	0.26%	+0.26
GIS General Mills Inc.	New	0.25%	+0.25
SWKS Skyworks Solutions Inc.	New	0.25%	+0.25
EXC Exelon Corp.	New	0.25%	+0.25
XLK SS Technology Select Sector	New	0.25%	+0.25
XLU St Sr Utl SL SE SPDR ETF-Usd	New	0.24%	+0.24
NFLX Netflix Inc.	New	0.24%	+0.24
IBIT iShares Bitcoin Trust ETF	New	0.24%	+0.24
FISR SS Fi Sector Rotation	Add +30.5%	1.67%	+0.24
BG Bunge Global SA	New	0.23%	+0.23
PNW Pinnacle West Capital	New	0.23%	+0.23
TLT iShares 20+ Year Treasury BD	Add +32.6%	1.65%	+0.22
SPIB SS SPDR P Int C Corp. ETF	Add +94.1%	0.50%	+0.21
WFC Wells Fargo & Co.	New	0.21%	+0.21
SPYM Ste STR SPDR PT S&P 500 ETF	Add +10.3%	2.49%	+0.21
PANW Palo Alto Networks Inc.	Add +92.8%	0.40%	+0.21
TNA Dir Dai SML Ca Bul 3X Et-Usd	New	0.19%	+0.19
MGK Vngrd Mrgstr MG CP GR ETF-Ui	New	0.19%	+0.19
GEV GE Vernova Inc.	Add +18.7%	0.41%	+0.19
SPSM SS SPDR P S&P 600 Small Cap	Add +67.6%	0.50%	+0.18
SCHP Schwab U.S. Tips ETF	New	0.18%	+0.18
XLV SS Health Care Select Sector	New	0.17%	+0.17
LLY Eli Lilly & Co.	Add +40.1%	1.12%	+0.17
SHY iShares 1-3 Year Treasury Bo	Add +26.1%	1.40%	+0.16
IEF iShares 7-10 Year Treasury B	Add +31.0%	1.02%	+0.15
PFE Pfizer Inc.	Add +76.2%	0.43%	+0.14

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