Private Wealth Advisors, LLC
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed July 23, 2024), Private Wealth Advisors, LLC reported 75 stock positions worth $229.0 million. Its top holding was SPDR Gold Shares (GLD) at 7.3% of the portfolio, followed by SS Consumer Staples Sel Sect (XLP, 6.6%) and SS Health Care Select Sector (XLV, 6.4%). Compared with Q1 2024, it opened 5 new positions, sold out of 4, added to 43 and reduced 24. The biggest buy was SS Consumer Staples Sel Sect (XLP, shares +33%) and the biggest sale Invesco DB Agriculture Fund (DBA, shares −51%).
- Most Recent 13F
- Q2 2026
- Location
- Fresno, CA
- CIK
- 0001787027
- Portfolio Value
- $229.0M (Q2 2024)
- SEC Filing
- 0001172661-24-002870 ↗ filed Jul 23, 2024
Holdings Value
Holdings 75 stocks · $229.0M
| GLD SPDR Gold Shares | 7.31% | 77,608 | $16.7M | Reduce -3.5% |
| XLP SS Consumer Staples Sel Sect | 6.55% | 197,244 | $15.0M | Add +33.4% |
| XLV SS Health Care Select Sector | 6.37% | 100,638 | $14.6M | Add +23.2% |
| SPTS SS SPDR P St Term TSY ETF | 3.87% | 307,907 | $8.9M | Reduce -1.6% |
| XLK SS Technology Select Sector | 3.83% | 38,438 | $8.8M | Add +0.0% |
| DEM Wisdomtree Emerging Markets | 3.81% | 200,765 | $8.7M | Add +21.7% |
| VPL Vanguard Ftse Pacific ETF | 3.64% | 112,801 | $8.3M | Add +2.4% |
| VTV Vanguard Mrngstr Val ETF-Aui | 3.24% | 46,456 | $7.4M | Reduce -0.4% |
| IVW iShares S&P 500 Growth ETF | 2.99% | 73,318 | $6.8M | Reduce -0.4% |
| FEZ State Street SPDR Euro Stoxx | 2.81% | 127,377 | $6.4M | Reduce -9.8% |
| XLB SS Materials Select Sector | 2.54% | 66,915 | $5.8M | Reduce -25.0% |
| IEUR iShares Core MSCI Europe ETF | 2.52% | 100,842 | $5.8M | Add +128.7% |
| PDBA Invesco Agriculture Cmdtyk-1 | 2.38% | 159,450 | $5.4M | Reduce -44.6% |
| XLE SS Energy Select Sector | 2.25% | 56,516 | $5.2M | Add +1.9% |
| VWO Vanguard Ftse Emerging Marke | 2.19% | 114,431 | $5.0M | Reduce -48.0% |
| EWU iShares MSCI United Kingdom | 2.13% | 140,076 | $4.9M | Add +28.1% |
| ADM Archer-Daniels-Midland Co. | 2.00% | 75,446 | $4.6M | Add +0.3% |
| XLI SS Industrial Select Sector | 1.89% | 35,981 | $4.3M | Add +0.5% |
| DBA Invesco DB Agriculture Fund | 1.88% | 182,280 | $4.3M | Reduce -51.5% |
| XLF SS Financial Select Sector | 1.86% | 103,297 | $4.3M | Reduce -25.7% |
| SPTL SS SPDR PF LNG TRM TSY E-Usd | 1.70% | 146,238 | $3.9M | Add +19.7% |
| XLRE SS Real Estate Select Sector | 1.66% | 99,869 | $3.8M | Add +2.7% |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 1.42% | 48,142 | $3.3M | New |
| T AT&T Inc. | 1.41% | 170,261 | $3.2M | Add +2.9% |
| EMB iShares JP Morgan Usd Emergi | 1.41% | 36,799 | $3.2M | Add +4.6% |
| XME SS SPDR S&P Metals Mining | 1.35% | 51,510 | $3.1M | Reduce -23.9% |
| LEMB iShares JP Morgan Em Local C | 1.34% | 86,016 | $3.1M | Add +5.7% |
| EWW iShares MSCI Mexico ETF | 1.30% | 52,332 | $3.0M | Add +2.4% |
| RRC Range Resources Corp. | 1.23% | 84,471 | $2.8M | Add +31.3% |
| EWZ iShares MSCI Brazil ETF | 1.22% | 103,272 | $2.8M | Reduce -44.8% |
| SLV iShares Silver Trust | 1.22% | 104,290 | $2.8M | Reduce -49.6% |
| AAPL Apple Inc. | 1.16% | 12,213 | $2.6M | Add +0.1% |
| XLC SS Comm Select Sector SPDR | 1.10% | 29,466 | $2.5M | Reduce -0.2% |
| XCEM Columbia Em Core Ex-China | 1.06% | 76,344 | $2.4M | New |
| LTPZ PIMCO 15+ YR US Tips Indx | 1.01% | 43,434 | $2.3M | Add +10.7% |
| FXY Invesco Currencyshares Japan | 0.97% | 38,605 | $2.2M | Add +2.9% |
| EFA iShares MSCI Eafe ETF | 0.93% | 27,212 | $2.1M | Add +11.5% |
| GDX Vaneck Gold Miners ETF | 0.90% | 60,782 | $2.1M | Reduce -53.9% |
| EWM iShares MSCI Malaysia ETF | 0.86% | 87,989 | $2.0M | Add +8.1% |
| BROS Dutch Bros Inc. Class A | 0.81% | 44,233 | $1.9M | Add +0.3% |
| VDE Vanguard Energy ETF | 0.80% | 14,330 | $1.8M | Reduce -0.3% |
| VAW Vanguard Materials ETF | 0.72% | 8,685 | $1.6M | Reduce -0.8% |
| URNM Sprott Uranium Miners ETF | 0.69% | 31,968 | $1.6M | Add +0.6% |
| PHO Invesco Water Resources ETF | 0.59% | 21,044 | $1.3M | Add +1.1% |
| VGT Vanguard Info Tech ETF | 0.54% | 2,129 | $1.2M | Reduce -1.0% |
| VFH Vanguard Financials ETF | 0.52% | 11,850 | $1.2M | Reduce -1.6% |
| VIS Vanguard Industrials ETF | 0.50% | 4,909 | $1.1M | Reduce -0.5% |
| JPM JPMorgan Chase & Co. | 0.50% | 5,527 | $1.1M | Reduce -0.1% |
| XLY SS Consumer Disc Select Sect | 0.48% | 6,024 | $1.1M | Add +0.0% |
| IWF iShares Russell 1000 Growth | 0.35% | 2,202 | $810K | No change |
| IEFA iShares Core MSCI Eafe ETF | 0.33% | 10,339 | $752K | Add +0.9% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.28% | 15,935 | $638K | Add +0.3% |
| WMT Walmart Inc. | 0.26% | 8,970 | $605K | Add +0.4% |
| UBFO United Security Bancshare | 0.26% | 81,811 | $591K | Add +1.6% |
| SDY SS SPDR S&P Dividend ETF | 0.25% | 4,633 | $583K | Reduce -1.1% |
| XOM Exxon Mobil Corp. | 0.25% | 4,918 | $565K | Add +0.3% |
| SOXX iShares Semiconductor ETF | 0.24% | 2,190 | $540K | No change |
| LLY Eli Lilly & Co. | 0.22% | 553 | $505K | Add +0.2% |
| EEM iShares MSCI Emerging Market | 0.19% | 10,323 | $441K | Reduce -18.8% |
| MOO Vaneck Agribusiness ETF | 0.18% | 5,960 | $414K | Add +27.1% |
| VGK Vanguard Ftse Europe ETF | 0.17% | 5,634 | $378K | Add +0.2% |
| CVX Chevron Corp. | 0.16% | 2,364 | $370K | Add +0.1% |
| IYT iShares US Transportation Et | 0.14% | 4,804 | $311K | Reduce -2.6% |
| RSP Invesco S&P 500 Equal Weight | 0.13% | 1,812 | $295K | New |
| OKE Oneok Inc. | 0.12% | 3,350 | $274K | Add +1.2% |
| MSFT Microsoft Corp. | 0.12% | 598 | $273K | Add +0.2% |
| WRB WR Berkley Corp. filed as BERKLEY W R CORP | 0.12% | 3,389 | $268K | Add +0.1% |
| EIX Edison International | 0.12% | 3,755 | $267K | Add +1.1% |
| CWBC Community West Bancshares | 0.12% | 14,820 | $267K | New |
| XHB SS SPDR S&P Homebldrs ETF | 0.11% | 2,665 | $263K | Add +0.1% |
| ADI Analog Devices Inc. | 0.10% | 988 | $223K | New |
| PEP Pepsico Inc. | 0.09% | 1,321 | $215K | Add +1.2% |
| PRU Prudential Financial Inc. | 0.09% | 1,778 | $209K | Add +0.1% |
| XGDVX Gabelli Dividend & Income TR | 0.09% | 8,924 | $202K | Add +1.3% |
| PMO Franklin Muncipl Opps Tst-Ui | 0.05% | 11,774 | $120K | No change |
Options reported separately and not counted above: GLD puts ($16.4M), DBA puts ($9.6M), ADM puts ($4.6M), RIVN calls ($187K).
Portfolio Sells Q1 2024 → Q2 2024
| DBA Invesco DB Agriculture Fund | Reduce -51.5% | 1.88% | −2.01 |
| PDBA Invesco Agriculture Cmdtyk-1 | Reduce -44.6% | 2.38% | −1.92 |
| VWO Vanguard Ftse Emerging Marke | Reduce -48.0% | 2.19% | −1.66 |
| EWZ iShares MSCI Brazil ETF | Reduce -44.8% | 1.22% | −1.31 |
| JNJ Johnson & Johnson | Sold out | 0.00% | −0.99 |
| XLB SS Materials Select Sector | Reduce -25.0% | 2.54% | −0.93 |
| GDX Vaneck Gold Miners ETF | Reduce -53.9% | 0.90% | −0.85 |
| SLV iShares Silver Trust | Reduce -49.6% | 1.22% | −0.75 |
| EIDO iShares MSCI Indonesia ETF | Sold out | 0.00% | −0.73 |
| XLF SS Financial Select Sector | Reduce -25.7% | 1.86% | −0.59 |
| XME SS SPDR S&P Metals Mining | Reduce -23.9% | 1.35% | −0.35 |
| FEZ State Street SPDR Euro Stoxx | Reduce -9.8% | 2.81% | −0.29 |
| CENTRAL VALLEY COMM BANCORP | Sold out | 0.00% | −0.12 |
| MCD McDonald's Corp. | Sold out | 0.00% | −0.09 |
| VAW Vanguard Materials ETF | Reduce -0.8% | 0.72% | −0.03 |
| EEM iShares MSCI Emerging Market | Reduce -18.8% | 0.19% | −0.03 |
| IYT iShares US Transportation Et | Reduce -2.6% | 0.14% | −0.01 |
| VIS Vanguard Industrials ETF | Reduce -0.5% | 0.50% | −0.01 |
| SDY SS SPDR S&P Dividend ETF | Reduce -1.1% | 0.25% | −0.00 |
| VFH Vanguard Financials ETF | Reduce -1.6% | 0.52% | +0.00 |
| VDE Vanguard Energy ETF | Reduce -0.3% | 0.80% | +0.01 |
| JPM JPMorgan Chase & Co. | Reduce -0.1% | 0.50% | +0.03 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -0.4% | 3.24% | +0.06 |
| VGT Vanguard Info Tech ETF | Reduce -1.0% | 0.54% | +0.07 |
| SPTS SS SPDR P St Term TSY ETF | Reduce -1.6% | 3.87% | +0.08 |
| XLC SS Comm Select Sector SPDR | Reduce -0.2% | 1.10% | +0.09 |
| GLD SPDR Gold Shares | Reduce -3.5% | 7.31% | +0.38 |
| IVW iShares S&P 500 Growth ETF | Reduce -0.4% | 2.99% | +0.38 |
Portfolio Buys Q1 2024 → Q2 2024
| XLP SS Consumer Staples Sel Sect | Add +33.4% | 6.55% | +1.82 |
| IEUR iShares Core MSCI Europe ETF | Add +128.7% | 2.52% | +1.45 |
| XLU St Sr Utl SL SE SPDR ETF-Usd | New | 1.42% | +1.42 |
| XLV SS Health Care Select Sector | Add +23.2% | 6.37% | +1.32 |
| XCEM Columbia Em Core Ex-China | New | 1.06% | +1.06 |
| DEM Wisdomtree Emerging Markets | Add +21.7% | 3.81% | +0.92 |
| EWU iShares MSCI United Kingdom | Add +28.1% | 2.13% | +0.56 |
| XLK SS Technology Select Sector | Add +0.0% | 3.83% | +0.48 |
| RRC Range Resources Corp. | Add +31.3% | 1.23% | +0.31 |
| AAPL Apple Inc. | Add +0.1% | 1.16% | +0.28 |
| SPTL SS SPDR PF LNG TRM TSY E-Usd | Add +19.7% | 1.70% | +0.28 |
| BROS Dutch Bros Inc. Class A | Add +0.3% | 0.81% | +0.20 |
| T AT&T Inc. | Add +2.9% | 1.41% | +0.19 |
| RSP Invesco S&P 500 Equal Weight | New | 0.13% | +0.13 |
| VPL Vanguard Ftse Pacific ETF | Add +2.4% | 3.64% | +0.13 |
| EWM iShares MSCI Malaysia ETF | Add +8.1% | 0.86% | +0.12 |
| EFA iShares MSCI Eafe ETF | Add +11.5% | 0.93% | +0.12 |
| CWBC Community West Bancshares | New | 0.12% | +0.12 |
| LEMB iShares JP Morgan Em Local C | Add +5.7% | 1.34% | +0.11 |
| ADI Analog Devices Inc. | New | 0.10% | +0.10 |
| LTPZ PIMCO 15+ YR US Tips Indx | Add +10.7% | 1.01% | +0.10 |
| EMB iShares JP Morgan Usd Emergi | Add +4.6% | 1.41% | +0.09 |
| XLE SS Energy Select Sector | Add +1.9% | 2.25% | +0.06 |
| XLRE SS Real Estate Select Sector | Add +2.7% | 1.66% | +0.05 |
| LLY Eli Lilly & Co. | Add +0.2% | 0.22% | +0.04 |
| WMT Walmart Inc. | Add +0.4% | 0.26% | +0.04 |
| URNM Sprott Uranium Miners ETF | Add +0.6% | 0.69% | +0.04 |
| MOO Vaneck Agribusiness ETF | Add +27.1% | 0.18% | +0.03 |
| BAC Bank of America Corp. | Add +0.3% | 0.28% | +0.03 |
| ADM Archer-Daniels-Midland Co. | Add +0.3% | 2.00% | +0.02 |
| XLY SS Consumer Disc Select Sect | Add +0.0% | 0.48% | +0.02 |
| MSFT Microsoft Corp. | Add +0.2% | 0.12% | +0.01 |
| IEFA iShares Core MSCI Eafe ETF | Add +0.9% | 0.33% | +0.01 |
| OKE Oneok Inc. | Add +1.2% | 0.12% | +0.01 |
| XOM Exxon Mobil Corp. | Add +0.3% | 0.25% | +0.01 |
| EIX Edison International | Add +1.1% | 0.12% | +0.01 |
| VGK Vanguard Ftse Europe ETF | Add +0.2% | 0.17% | +0.01 |
| PHO Invesco Water Resources ETF | Add +1.1% | 0.59% | +0.01 |
| XLI SS Industrial Select Sector | Add +0.5% | 1.89% | +0.01 |
| CVX Chevron Corp. | Add +0.1% | 0.16% | +0.01 |
| FXY Invesco Currencyshares Japan | Add +2.9% | 0.97% | +0.00 |
| PRU Prudential Financial Inc. | Add +0.1% | 0.09% | +0.00 |
| XGDVX Gabelli Dividend & Income TR | Add +1.3% | 0.09% | +0.00 |
| PEP Pepsico Inc. | Add +1.2% | 0.09% | −0.00 |
| UBFO United Security Bancshare | Add +1.6% | 0.26% | −0.00 |
| WRB WR Berkley Corp. | Add +0.1% | 0.12% | −0.01 |
| XHB SS SPDR S&P Homebldrs ETF | Add +0.1% | 0.11% | −0.01 |
| EWW iShares MSCI Mexico ETF | Add +2.4% | 1.30% | −0.18 |
Options Activity Q1 2024 → Q2 2024
| GLD SPDR Gold Shares | put | New | 75,900 | $16.4M |
| DBA Invesco DB Agriculture Fund | put | New | 405,700 | $9.6M |
| AAPL Apple Inc. | put | Sold out | 11,600 | $2.0Mbefore exit |
| RIVN Rivian Automotive Inc. Class A | call | Add +33.6% | 13,900 | $187K |
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 |