Private Wealth Advisors, LLC
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 8, 2024), Private Wealth Advisors, LLC reported 74 stock positions worth $238.9 million. Its top holding was SPDR Gold Shares (GLD) at 6.9% of the portfolio, followed by SS Health Care Select Sector (XLV, 5.1%) and SS Consumer Staples Sel Sect (XLP, 4.7%). Compared with Q4 2023, it opened 8 new positions, sold out of 2, added to 12 and reduced 51. The biggest buy was a new position in Vaneck Gold Miners ETF (GDX) and the biggest sale Vanguard Ftse Pacific ETF (VPL, shares −47%).
- Most Recent 13F
- Q2 2026
- Location
- Fresno, CA
- CIK
- 0001787027
- Portfolio Value
- $238.9M (Q1 2024)
- SEC Filing
- 0001172661-24-002087 ↗ filed May 8, 2024
Holdings Value
Holdings 74 stocks · $238.9M
| GLD SPDR Gold Shares | 6.92% | 80,398 | $16.5M | Reduce -22.1% |
| XLV SS Health Care Select Sector | 5.05% | 81,678 | $12.1M | Reduce -4.8% |
| XLP SS Consumer Staples Sel Sect | 4.73% | 147,879 | $11.3M | Reduce -4.0% |
| PDBA Invesco Agriculture Cmdtyk-1 | 4.30% | 287,600 | $10.3M | Reduce -5.9% |
| DBA Invesco DB Agriculture Fund | 3.89% | 375,495 | $9.3M | Reduce -4.9% |
| VWO Vanguard Ftse Emerging Marke | 3.85% | 219,994 | $9.2M | Reduce -3.9% |
| SPTS SS SPDR P St Term TSY ETF | 3.79% | 313,049 | $9.1M | Reduce -4.5% |
| VPL Vanguard Ftse Pacific ETF | 3.51% | 110,187 | $8.4M | Reduce -46.7% |
| XLB SS Materials Select Sector | 3.47% | 89,197 | $8.3M | Reduce -5.8% |
| XLK SS Technology Select Sector | 3.35% | 38,426 | $8.0M | Reduce -4.8% |
| VTV Vanguard Mrngstr Val ETF-Aui | 3.18% | 46,635 | $7.6M | Reduce -9.3% |
| FEZ State Street SPDR Euro Stoxx | 3.11% | 141,236 | $7.4M | Reduce -5.8% |
| DEM Wisdomtree Emerging Markets | 2.89% | 164,934 | $6.9M | Reduce -4.1% |
| IVW iShares S&P 500 Growth ETF | 2.60% | 73,586 | $6.2M | Reduce -4.5% |
| EWZ iShares MSCI Brazil ETF | 2.54% | 186,946 | $6.1M | Reduce -4.2% |
| XLF SS Financial Select Sector | 2.45% | 138,996 | $5.9M | Reduce -6.3% |
| XLE SS Energy Select Sector | 2.19% | 55,435 | $5.2M | Reduce -6.3% |
| ADM Archer-Daniels-Midland Co. | 1.98% | 75,218 | $4.7M | Add +0.3% |
| SLV iShares Silver Trust | 1.97% | 207,135 | $4.7M | Reduce -1.2% |
| XLI SS Industrial Select Sector | 1.89% | 35,803 | $4.5M | Reduce -12.2% |
| GDX Vaneck Gold Miners ETF | 1.75% | 131,830 | $4.2M | New |
| XME SS SPDR S&P Metals Mining | 1.71% | 67,707 | $4.1M | Reduce -2.4% |
| XLRE SS Real Estate Select Sector | 1.61% | 97,233 | $3.8M | Reduce -4.7% |
| EWU iShares MSCI United Kingdom | 1.57% | 109,321 | $3.7M | New |
| EWW iShares MSCI Mexico ETF | 1.48% | 51,095 | $3.5M | Reduce -5.4% |
| SPTL SS SPDR PF LNG TRM TSY E-Usd | 1.43% | 122,201 | $3.4M | Add +10.2% |
| EMB iShares JP Morgan Usd Emergi | 1.32% | 35,175 | $3.2M | Reduce -2.9% |
| LEMB iShares JP Morgan Em Local C | 1.23% | 81,364 | $2.9M | Reduce -3.2% |
| T AT&T Inc. | 1.22% | 165,520 | $2.9M | Reduce -0.5% |
| IEUR iShares Core MSCI Europe ETF | 1.07% | 44,091 | $2.6M | New |
| XLC SS Comm Select Sector SPDR | 1.01% | 29,523 | $2.4M | Reduce -7.8% |
| JNJ Johnson & Johnson | 0.99% | 15,021 | $2.4M | Reduce -3.9% |
| FXY Invesco Currencyshares Japan | 0.96% | 37,507 | $2.3M | New |
| RRC Range Resources Corp. | 0.93% | 64,319 | $2.2M | Reduce -2.5% |
| LTPZ PIMCO 15+ YR US Tips Indx | 0.91% | 39,249 | $2.2M | Add +1.5% |
| AAPL Apple Inc. | 0.88% | 12,201 | $2.1M | No change |
| EFA iShares MSCI Eafe ETF | 0.82% | 24,408 | $1.9M | Reduce -13.9% |
| VDE Vanguard Energy ETF | 0.79% | 14,370 | $1.9M | Reduce -1.7% |
| VAW Vanguard Materials ETF | 0.75% | 8,751 | $1.8M | Reduce -3.5% |
| EWM iShares MSCI Malaysia ETF | 0.74% | 81,431 | $1.8M | New |
| EIDO iShares MSCI Indonesia ETF | 0.73% | 77,760 | $1.8M | New |
| URNM Sprott Uranium Miners ETF | 0.66% | 31,792 | $1.6M | Reduce -7.8% |
| BROS Dutch Bros Inc. Class A | 0.61% | 44,080 | $1.5M | Reduce -6.8% |
| PHO Invesco Water Resources ETF | 0.58% | 20,814 | $1.4M | Reduce -4.9% |
| VFH Vanguard Financials ETF | 0.52% | 12,043 | $1.2M | Add +0.0% |
| VIS Vanguard Industrials ETF | 0.50% | 4,932 | $1.2M | Reduce -0.6% |
| VGT Vanguard Info Tech ETF | 0.47% | 2,151 | $1.1M | Reduce -26.0% |
| JPM JPMorgan Chase & Co. | 0.46% | 5,532 | $1.1M | Reduce -0.3% |
| XLY SS Consumer Disc Select Sect | 0.46% | 6,022 | $1.1M | Reduce -28.5% |
| IEFA iShares Core MSCI Eafe ETF | 0.32% | 10,246 | $760K | Reduce -8.7% |
| IWF iShares Russell 1000 Growth | 0.31% | 2,202 | $742K | No change |
| UBFO United Security Bancshare | 0.26% | 80,512 | $621K | Add +1.5% |
| SDY SS SPDR S&P Dividend ETF | 0.26% | 4,684 | $615K | Reduce -2.0% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.25% | 15,891 | $603K | Add +0.2% |
| XOM Exxon Mobil Corp. | 0.24% | 4,904 | $570K | Add +0.1% |
| WMT Walmart Inc. | 0.23% | 8,938 | $538K | Add +0.2% |
| EEM iShares MSCI Emerging Market | 0.22% | 12,716 | $522K | Reduce -1.0% |
| SOXX iShares Semiconductor ETF | 0.21% | 2,190 | $495K | Reduce -1.8% |
| LLY Eli Lilly & Co. | 0.18% | 552 | $429K | Add +0.2% |
| VGK Vanguard Ftse Europe ETF | 0.16% | 5,625 | $379K | Reduce -0.6% |
| CVX Chevron Corp. | 0.16% | 2,362 | $373K | Reduce -0.4% |
| MOO Vaneck Agribusiness ETF | 0.15% | 4,691 | $352K | Reduce -3.8% |
| IYT iShares US Transportation Et | 0.15% | 4,930 | $347K | Reduce -3.6% |
| WRB WR Berkley Corp. filed as BERKLEY W R CORP | 0.13% | 3,384 | $299K | Add +0.1% |
| XHB SS SPDR S&P Homebldrs ETF | 0.12% | 2,663 | $297K | Reduce -14.1% |
| CENTRAL VALLEY COMM BANCORP | 0.12% | 14,719 | $293K | Add +0.7% |
| OKE Oneok Inc. | 0.11% | 3,310 | $265K | Reduce -1.2% |
| EIX Edison International | 0.11% | 3,714 | $263K | Add +1.2% |
| MSFT Microsoft Corp. | 0.11% | 597 | $251K | Reduce -0.5% |
| PEP Pepsico Inc. | 0.10% | 1,305 | $228K | Reduce -1.7% |
| MCD McDonald's Corp. | 0.09% | 756 | $213K | Reduce -0.1% |
| PRU Prudential Financial Inc. | 0.09% | 1,777 | $209K | New |
| XGDVX Gabelli Dividend & Income TR | 0.08% | 8,812 | $203K | New |
| PMO Franklin Muncipl Opps Tst-Ui | 0.05% | 11,774 | $120K | No change |
Options reported separately and not counted above: ADM puts ($4.7M), AAPL puts ($2.0M), RIVN calls ($114K).
Portfolio Sells Q4 2023 → Q1 2024
| VPL Vanguard Ftse Pacific ETF | Reduce -46.7% | 3.51% | −2.91 |
| GLD SPDR Gold Shares | Reduce -22.1% | 6.92% | −1.59 |
| REMX Vaneck Rar Earth ND STG-Usdi | Sold out | 0.00% | −0.75 |
| EWZ iShares MSCI Brazil ETF | Reduce -4.2% | 2.54% | −0.40 |
| SPTS SS SPDR P St Term TSY ETF | Reduce -4.5% | 3.79% | −0.32 |
| VWO Vanguard Ftse Emerging Marke | Reduce -3.9% | 3.85% | −0.21 |
| XLY SS Consumer Disc Select Sect | Reduce -28.5% | 0.46% | −0.19 |
| XLRE SS Real Estate Select Sector | Reduce -4.7% | 1.61% | −0.15 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -9.3% | 3.18% | −0.14 |
| VGT Vanguard Info Tech ETF | Reduce -26.0% | 0.47% | −0.13 |
| DEM Wisdomtree Emerging Markets | Reduce -4.1% | 2.89% | −0.13 |
| XLI SS Industrial Select Sector | Reduce -12.2% | 1.89% | −0.12 |
| EFA iShares MSCI Eafe ETF | Reduce -13.9% | 0.82% | −0.11 |
| LEMB iShares JP Morgan Em Local C | Reduce -3.2% | 1.23% | −0.10 |
| EWW iShares MSCI Mexico ETF | Reduce -5.4% | 1.48% | −0.10 |
| RSP Invesco S&P 500 Equal Weight | Sold out | 0.00% | −0.09 |
| XME SS SPDR S&P Metals Mining | Reduce -2.4% | 1.71% | −0.08 |
| EMB iShares JP Morgan Usd Emergi | Reduce -2.9% | 1.32% | −0.07 |
| URNM Sprott Uranium Miners ETF | Reduce -7.8% | 0.66% | −0.06 |
| JNJ Johnson & Johnson | Reduce -3.9% | 0.99% | −0.06 |
| XLP SS Consumer Staples Sel Sect | Reduce -4.0% | 4.73% | −0.06 |
| BROS Dutch Bros Inc. Class A | Reduce -6.8% | 0.61% | −0.04 |
| XLB SS Materials Select Sector | Reduce -5.8% | 3.47% | −0.03 |
| IEFA iShares Core MSCI Eafe ETF | Reduce -8.7% | 0.32% | −0.02 |
| MOO Vaneck Agribusiness ETF | Reduce -3.8% | 0.15% | −0.01 |
| MCD McDonald's Corp. | Reduce -0.1% | 0.09% | −0.01 |
| EEM iShares MSCI Emerging Market | Reduce -1.0% | 0.22% | −0.00 |
| XHB SS SPDR S&P Homebldrs ETF | Reduce -14.1% | 0.12% | −0.00 |
| PEP Pepsico Inc. | Reduce -1.7% | 0.10% | −0.00 |
| SDY SS SPDR S&P Dividend ETF | Reduce -2.0% | 0.26% | −0.00 |
| IYT iShares US Transportation Et | Reduce -3.6% | 0.15% | +0.00 |
| XLK SS Technology Select Sector | Reduce -4.8% | 3.35% | +0.00 |
| VGK Vanguard Ftse Europe ETF | Reduce -0.6% | 0.16% | +0.00 |
| XLV SS Health Care Select Sector | Reduce -4.8% | 5.05% | +0.00 |
| CVX Chevron Corp. | Reduce -0.4% | 0.16% | +0.00 |
| SLV iShares Silver Trust | Reduce -1.2% | 1.97% | +0.00 |
| PHO Invesco Water Resources ETF | Reduce -4.9% | 0.58% | +0.01 |
| XLC SS Comm Select Sector SPDR | Reduce -7.8% | 1.01% | +0.01 |
| VAW Vanguard Materials ETF | Reduce -3.5% | 0.75% | +0.01 |
| MSFT Microsoft Corp. | Reduce -0.5% | 0.11% | +0.01 |
| OKE Oneok Inc. | Reduce -1.2% | 0.11% | +0.01 |
| T AT&T Inc. | Reduce -0.5% | 1.22% | +0.02 |
| FEZ State Street SPDR Euro Stoxx | Reduce -5.8% | 3.11% | +0.02 |
| SOXX iShares Semiconductor ETF | Reduce -1.8% | 0.21% | +0.02 |
| VIS Vanguard Industrials ETF | Reduce -0.6% | 0.50% | +0.03 |
| XLF SS Financial Select Sector | Reduce -6.3% | 2.45% | +0.04 |
| XLE SS Energy Select Sector | Reduce -6.3% | 2.19% | +0.05 |
| VDE Vanguard Energy ETF | Reduce -1.7% | 0.79% | +0.05 |
| JPM JPMorgan Chase & Co. | Reduce -0.3% | 0.46% | +0.06 |
| RRC Range Resources Corp. | Reduce -2.5% | 0.93% | +0.06 |
Portfolio Buys Q4 2023 → Q1 2024
| GDX Vaneck Gold Miners ETF | New | 1.75% | +1.75 |
| EWU iShares MSCI United Kingdom | New | 1.57% | +1.57 |
| IEUR iShares Core MSCI Europe ETF | New | 1.07% | +1.07 |
| FXY Invesco Currencyshares Japan | New | 0.96% | +0.96 |
| EWM iShares MSCI Malaysia ETF | New | 0.74% | +0.74 |
| EIDO iShares MSCI Indonesia ETF | New | 0.73% | +0.73 |
| PRU Prudential Financial Inc. | New | 0.09% | +0.09 |
| XGDVX Gabelli Dividend & Income TR | New | 0.08% | +0.08 |
| LLY Eli Lilly & Co. | Add +0.2% | 0.18% | +0.04 |
| SPTL SS SPDR PF LNG TRM TSY E-Usd | Add +10.2% | 1.43% | +0.04 |
| VFH Vanguard Financials ETF | Add +0.0% | 0.52% | +0.04 |
| XOM Exxon Mobil Corp. | Add +0.1% | 0.24% | +0.03 |
| WMT Walmart Inc. | Add +0.2% | 0.23% | +0.02 |
| WRB WR Berkley Corp. | Add +0.1% | 0.13% | +0.02 |
| BAC Bank of America Corp. | Add +0.2% | 0.25% | +0.02 |
| EIX Edison International | Add +1.2% | 0.11% | −0.00 |
| CENTRAL VALLEY COMM BANCORP | Add +0.7% | 0.12% | −0.02 |
| UBFO United Security Bancshare | Add +1.5% | 0.26% | −0.03 |
| LTPZ PIMCO 15+ YR US Tips Indx | Add +1.5% | 0.91% | −0.03 |
| ADM Archer-Daniels-Midland Co. | Add +0.3% | 1.98% | −0.36 |
Options Activity Q4 2023 → Q1 2024
| GLD SPDR Gold Shares | put | Sold out | 100,300 | $19.2Mbefore exit |
| ADM Archer-Daniels-Midland Co. | put | Add +1.4% | 75,200 | $4.7M |
| AAPL Apple Inc. | put | New | 11,600 | $2.0M |
| RIVN Rivian Automotive Inc. Class A | call | New | 10,400 | $114K |
| TLRY Tilray Brands Inc. | call | Sold out | 10,600 | $24Kbefore exit |
Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 81 | $334.6M | GLD, XLF, XLV, XLY, XLK |
| Q1 2026 | 95 | $355.6M | GLD, XLF, ADM, NKE, XLV |
| Q4 2025 | 87 | $277.6M | GLD, XLP, DEM, XLI, VPL |
| Q3 2025 | 86 | $265.5M | GLD, DEM, XLP, XLB, VPL |
| Q2 2025 | 82 | $254.8M | GLD, DEM, XLP, XLB, XLI |
| Q1 2025 | 81 | $238.1M | GLD, XLV, XLB, XLI, VTV |
| Q4 2024 | 81 | $229.3M | GLD, XLP, XLV, XLK, XLB |
| Q3 2024 | 76 | $245.6M | GLD, VWO, XLV, XLP, SPTS |
| Q2 2024 | 75 | $229.0M | GLD, XLP, XLV, SPTS, XLK |
| Q1 2024 | 74 | $238.9M | GLD, XLV, XLP, PDBA, DBA |