Private Wealth Advisors, LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 5, 2025), Private Wealth Advisors, LLC reported 81 stock positions worth $229.3 million. Its top holding was SPDR Gold Shares (GLD) at 7.8% of the portfolio, followed by SS Consumer Staples Sel Sect (XLP, 4.9%) and SS Health Care Select Sector (XLV, 4.9%). Compared with Q3 2024, it opened 8 new positions, sold out of 3, added to 38 and reduced 31. The biggest buy was a new position in iShares Russell 2000 ETF (IWM) and the biggest sale SS SPDR P St Term TSY ETF (SPTS, shares −97%).
- Most Recent 13F
- Q2 2026
- Location
- Fresno, CA
- CIK
- 0001787027
- Portfolio Value
- $229.3M (Q4 2024)
- SEC Filing
- 0001172661-25-000517 ↗ filed Feb 5, 2025
Holdings Value
Holdings 81 stocks · $229.3M
| GLD SPDR Gold Shares | 7.84% | 74,225 | $18.0M | Reduce -3.3% |
| XLP SS Consumer Staples Sel Sect | 4.91% | 143,244 | $11.3M | Add +2.0% |
| XLV SS Health Care Select Sector | 4.85% | 80,886 | $11.1M | Reduce -2.0% |
| XLK SS Technology Select Sector | 3.80% | 37,490 | $8.7M | Reduce -1.7% |
| XLB SS Materials Select Sector | 3.78% | 103,092 | $8.7M | Add +54.1% |
| VTV Vanguard Mrngstr Val ETF-Aui | 3.36% | 45,489 | $7.7M | Add +0.1% |
| FEZ State Street SPDR Euro Stoxx | 3.22% | 153,176 | $7.4M | Add +11.4% |
| IVW iShares S&P 500 Growth ETF | 3.18% | 71,914 | $7.3M | Reduce -0.0% |
| VPL Vanguard Ftse Pacific ETF | 3.09% | 99,861 | $7.1M | Add +3.5% |
| XLF SS Financial Select Sector | 2.96% | 140,515 | $6.8M | Add +36.8% |
| DEM Wisdomtree Emerging Markets | 2.87% | 162,607 | $6.6M | Add +15.8% |
| VWO Vanguard Ftse Emerging Marke | 2.57% | 133,646 | $5.9M | Reduce -51.9% |
| IEUR iShares Core MSCI Europe ETF | 2.54% | 108,041 | $5.8M | Reduce -1.8% |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 2.28% | 68,980 | $5.2M | Add +0.2% |
| DBA Invesco DB Agriculture Fund | 2.16% | 186,236 | $5.0M | Add +3.0% |
| EMXC iShares MSCI Emr MRK Ex Chna | 2.14% | 88,389 | $4.9M | Add +5.5% |
| XLE SS Energy Select Sector | 2.09% | 55,956 | $4.8M | Reduce -1.0% |
| IWM iShares Russell 2000 ETF | 2.01% | 20,859 | $4.6M | New |
| XLI SS Industrial Select Sector | 1.99% | 34,584 | $4.6M | Reduce -2.2% |
| TLT iShares 20+ Year Treasury BD | 1.91% | 50,072 | $4.4M | Add +3.9% |
| EWU iShares MSCI United Kingdom | 1.86% | 125,909 | $4.3M | Reduce -5.5% |
| PDBA Invesco Agriculture Cmdtyk-1 | 1.83% | 118,223 | $4.2M | Reduce -1.0% |
| XLRE SS Real Estate Select Sector | 1.74% | 98,386 | $4.0M | Reduce -0.6% |
| ADM Archer-Daniels-Midland Co. | 1.67% | 75,786 | $3.8M | Add +0.3% |
| T AT&T Inc. | 1.61% | 161,768 | $3.7M | Reduce -3.4% |
| FXY Invesco Currencyshares Japan | 1.56% | 61,028 | $3.6M | Add +2.0% |
| EMB iShares JP Morgan Usd Emergi | 1.47% | 37,855 | $3.4M | Add +2.5% |
| RRC Range Resources Corp. | 1.44% | 91,883 | $3.3M | Add +3.1% |
| LEMB iShares JP Morgan Em Local C | 1.43% | 90,700 | $3.3M | Add +5.5% |
| AAPL Apple Inc. | 1.31% | 12,012 | $3.0M | Add +0.1% |
| XME SS SPDR S&P Metals Mining | 1.26% | 51,110 | $2.9M | Reduce -0.6% |
| XLC SS Comm Select Sector SPDR | 1.24% | 29,264 | $2.8M | Add +0.3% |
| SLV iShares Silver Trust | 1.18% | 103,107 | $2.7M | Add +0.2% |
| URNM Sprott Uranium Miners ETF | 1.18% | 66,893 | $2.7M | Add +2.0% |
| EWW iShares MSCI Mexico ETF | 1.17% | 57,525 | $2.7M | Add +6.9% |
| LTPZ PIMCO 15+ YR US Tips Indx | 1.05% | 46,297 | $2.4M | Add +5.9% |
| EFA iShares MSCI Eafe ETF | 0.97% | 29,524 | $2.2M | Add +6.1% |
| GDX Vaneck Gold Miners ETF | 0.89% | 60,372 | $2.0M | Reduce -0.6% |
| VDE Vanguard Energy ETF | 0.75% | 14,221 | $1.7M | Reduce -0.5% |
| VAW Vanguard Materials ETF | 0.71% | 8,726 | $1.6M | Reduce -0.3% |
| VFH Vanguard Financials ETF | 0.61% | 11,925 | $1.4M | Reduce -0.2% |
| PHO Invesco Water Resources ETF | 0.61% | 21,343 | $1.4M | Add +0.0% |
| JPM JPMorgan Chase & Co. | 0.57% | 5,497 | $1.3M | Reduce -0.3% |
| VGT Vanguard Info Tech ETF | 0.55% | 2,045 | $1.3M | Reduce -0.2% |
| VIS Vanguard Industrials ETF | 0.55% | 4,940 | $1.3M | Add +0.0% |
| XLY SS Consumer Disc Select Sect | 0.54% | 5,556 | $1.2M | Reduce -7.8% |
| PALL Abrdn Physical Palladium SHS | 0.43% | 11,941 | $997K | Reduce -48.4% |
| IWF iShares Russell 1000 Growth | 0.39% | 2,202 | $884K | No change |
| WMT Walmart Inc. | 0.35% | 8,868 | $801K | Reduce -1.3% |
| IEFA iShares Core MSCI Eafe ETF | 0.30% | 9,934 | $698K | Reduce -3.9% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.30% | 15,753 | $692K | Add +0.1% |
| EZU iShares MSCI Eurozone ETF | 0.28% | 13,780 | $650K | New |
| XCNY State Street SPDR S&P Emergi | 0.28% | 26,601 | $638K | New |
| SDY SS SPDR S&P Dividend ETF | 0.26% | 4,596 | $607K | Reduce -0.8% |
| VTWO Vanguard Russell 2000 ETF | 0.26% | 6,767 | $604K | New |
| SPTL SS SPDR PF LNG TRM TSY E-Usd | 0.23% | 20,322 | $532K | New |
| XOM Exxon Mobil Corp. | 0.23% | 4,874 | $524K | Add +0.1% |
| UBFO United Security Bancshare | 0.23% | 51,481 | $520K | Reduce -38.0% |
| CAT Caterpillar Inc. | 0.22% | 1,365 | $495K | Reduce -33.3% |
| SOXX iShares Semiconductor ETF | 0.20% | 2,174 | $468K | Reduce -0.8% |
| RSP Invesco S&P 500 Equal Weight | 0.19% | 2,522 | $442K | Add +15.6% |
| MSTR Strategy Inc. filed as MICROSTRATEGY INC | 0.19% | 1,503 | $435K | New |
| LLY Eli Lilly & Co. | 0.18% | 537 | $415K | Reduce -1.3% |
| EEM iShares MSCI Emerging Market | 0.17% | 9,584 | $401K | Reduce -6.9% |
| VGK Vanguard Ftse Europe ETF | 0.16% | 5,657 | $359K | Add +0.2% |
| CVX Chevron Corp. | 0.15% | 2,396 | $347K | Add +0.3% |
| OKE Oneok Inc. | 0.15% | 3,419 | $343K | Add +0.9% |
| IYT iShares US Transportation Et | 0.14% | 4,624 | $312K | Reduce -2.2% |
| SPTS SS SPDR P St Term TSY ETF | 0.14% | 10,703 | $310K | Reduce -96.5% |
| EIX Edison International | 0.13% | 3,827 | $306K | Add +0.9% |
| WRB WR Berkley Corp. filed as BERKLEY W R CORP | 0.13% | 5,097 | $298K | Add +0.1% |
| MSFT Microsoft Corp. | 0.13% | 702 | $296K | Add +0.1% |
| CWBC Community West Bancshares | 0.13% | 14,994 | $290K | Add +0.6% |
| XHB SS SPDR S&P Homebldrs ETF | 0.11% | 2,345 | $245K | No change |
| XGDVX Gabelli Dividend & Income TR | 0.10% | 9,138 | $221K | Add +1.2% |
| AXON Axon Enterprise Inc. | 0.10% | 368 | $219K | New |
| MCD McDonald's Corp. | 0.09% | 741 | $215K | Add +0.5% |
| ISRG Intuitive Surgical Inc. | 0.09% | 411 | $215K | New |
| PRU Prudential Financial Inc. | 0.09% | 1,779 | $211K | Add +0.1% |
| ADI Analog Devices Inc. | 0.09% | 989 | $210K | No change |
| PMO Franklin Muncipl Opps Tst-Ui | 0.05% | 11,774 | $119K | No change |
Options reported separately and not counted above: GLD puts ($17.6M), ADM puts ($3.8M), TLT calls ($2.0M), MSTR puts ($927K), FXY calls ($680K), RIVN calls ($442K), PFE calls ($261K).
Portfolio Sells Q3 2024 → Q4 2024
| SPTS SS SPDR P St Term TSY ETF | Reduce -96.5% | 0.14% | −3.53 |
| VWO Vanguard Ftse Emerging Marke | Reduce -51.9% | 2.57% | −2.89 |
| EWZ iShares MSCI Brazil ETF | Sold out | 0.00% | −1.23 |
| PALL Abrdn Physical Palladium SHS | Reduce -48.4% | 0.43% | −0.43 |
| XLV SS Health Care Select Sector | Reduce -2.0% | 4.85% | −0.30 |
| EWU iShares MSCI United Kingdom | Reduce -5.5% | 1.86% | −0.16 |
| IEUR iShares Core MSCI Europe ETF | Reduce -1.8% | 2.54% | −0.16 |
| CAT Caterpillar Inc. | Reduce -33.3% | 0.22% | −0.11 |
| GDX Vaneck Gold Miners ETF | Reduce -0.6% | 0.89% | −0.11 |
| MOO Vaneck Agribusiness ETF | Sold out | 0.00% | −0.09 |
| PEP Pepsico Inc. | Sold out | 0.00% | −0.09 |
| XME SS SPDR S&P Metals Mining | Reduce -0.6% | 1.26% | −0.07 |
| UBFO United Security Bancshare | Reduce -38.0% | 0.23% | −0.06 |
| XLRE SS Real Estate Select Sector | Reduce -0.6% | 1.74% | −0.04 |
| VAW Vanguard Materials ETF | Reduce -0.3% | 0.71% | −0.04 |
| IEFA iShares Core MSCI Eafe ETF | Reduce -3.9% | 0.30% | −0.02 |
| EEM iShares MSCI Emerging Market | Reduce -6.9% | 0.17% | −0.02 |
| LLY Eli Lilly & Co. | Reduce -1.3% | 0.18% | −0.01 |
| SDY SS SPDR S&P Dividend ETF | Reduce -0.8% | 0.26% | −0.00 |
| SOXX iShares Semiconductor ETF | Reduce -0.8% | 0.20% | +0.00 |
| IYT iShares US Transportation Et | Reduce -2.2% | 0.14% | +0.01 |
| XLE SS Energy Select Sector | Reduce -1.0% | 2.09% | +0.02 |
| VDE Vanguard Energy ETF | Reduce -0.5% | 0.75% | +0.02 |
| PDBA Invesco Agriculture Cmdtyk-1 | Reduce -1.0% | 1.83% | +0.03 |
| XLI SS Industrial Select Sector | Reduce -2.2% | 1.99% | +0.04 |
| WMT Walmart Inc. | Reduce -1.3% | 0.35% | +0.05 |
| XLY SS Consumer Disc Select Sect | Reduce -7.8% | 0.54% | +0.05 |
| VGT Vanguard Info Tech ETF | Reduce -0.2% | 0.55% | +0.08 |
| VFH Vanguard Financials ETF | Reduce -0.2% | 0.61% | +0.08 |
| T AT&T Inc. | Reduce -3.4% | 1.61% | +0.10 |
| JPM JPMorgan Chase & Co. | Reduce -0.3% | 0.57% | +0.11 |
| GLD SPDR Gold Shares | Reduce -3.3% | 7.84% | +0.16 |
| XLK SS Technology Select Sector | Reduce -1.7% | 3.80% | +0.38 |
| IVW iShares S&P 500 Growth ETF | Reduce -0.0% | 3.18% | +0.42 |
Portfolio Buys Q3 2024 → Q4 2024
| IWM iShares Russell 2000 ETF | New | 2.01% | +2.01 |
| XLB SS Materials Select Sector | Add +54.1% | 3.78% | +1.16 |
| XLF SS Financial Select Sector | Add +36.8% | 2.96% | +1.08 |
| DEM Wisdomtree Emerging Markets | Add +15.8% | 2.87% | +0.35 |
| RRC Range Resources Corp. | Add +3.1% | 1.44% | +0.32 |
| EZU iShares MSCI Eurozone ETF | New | 0.28% | +0.28 |
| FEZ State Street SPDR Euro Stoxx | Add +11.4% | 3.22% | +0.28 |
| DBA Invesco DB Agriculture Fund | Add +3.0% | 2.16% | +0.28 |
| XCNY State Street SPDR S&P Emergi | New | 0.28% | +0.28 |
| VTWO Vanguard Russell 2000 ETF | New | 0.26% | +0.26 |
| SPTL SS SPDR PF LNG TRM TSY E-Usd | New | 0.23% | +0.23 |
| AAPL Apple Inc. | Add +0.1% | 1.31% | +0.21 |
| MSTR Strategy Inc. | New | 0.19% | +0.19 |
| XLP SS Consumer Staples Sel Sect | Add +2.0% | 4.91% | +0.18 |
| XLC SS Comm Select Sector SPDR | Add +0.3% | 1.24% | +0.16 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +0.1% | 3.36% | +0.14 |
| AXON Axon Enterprise Inc. | New | 0.10% | +0.10 |
| ISRG Intuitive Surgical Inc. | New | 0.09% | +0.09 |
| LEMB iShares JP Morgan Em Local C | Add +5.5% | 1.43% | +0.08 |
| EMXC iShares MSCI Emr MRK Ex Chna | Add +5.5% | 2.14% | +0.07 |
| EMB iShares JP Morgan Usd Emergi | Add +2.5% | 1.47% | +0.06 |
| BAC Bank of America Corp. | Add +0.1% | 0.30% | +0.05 |
| RSP Invesco S&P 500 Equal Weight | Add +15.6% | 0.19% | +0.03 |
| EFA iShares MSCI Eafe ETF | Add +6.1% | 0.97% | +0.03 |
| VIS Vanguard Industrials ETF | Add +0.0% | 0.55% | +0.03 |
| OKE Oneok Inc. | Add +0.9% | 0.15% | +0.02 |
| VPL Vanguard Ftse Pacific ETF | Add +3.5% | 3.09% | +0.02 |
| LTPZ PIMCO 15+ YR US Tips Indx | Add +5.9% | 1.05% | +0.02 |
| CWBC Community West Bancshares | Add +0.6% | 0.13% | +0.01 |
| WRB WR Berkley Corp. | Add +0.1% | 0.13% | +0.01 |
| MSFT Microsoft Corp. | Add +0.1% | 0.13% | +0.01 |
| XGDVX Gabelli Dividend & Income TR | Add +1.2% | 0.10% | +0.01 |
| CVX Chevron Corp. | Add +0.3% | 0.15% | +0.01 |
| PRU Prudential Financial Inc. | Add +0.1% | 0.09% | +0.01 |
| PHO Invesco Water Resources ETF | Add +0.0% | 0.61% | +0.00 |
| MCD McDonald's Corp. | Add +0.5% | 0.09% | +0.00 |
| EIX Edison International | Add +0.9% | 0.13% | −0.00 |
| EWW iShares MSCI Mexico ETF | Add +6.9% | 1.17% | −0.00 |
| XLU St Sr Utl SL SE SPDR ETF-Usd | Add +0.2% | 2.28% | −0.01 |
| VGK Vanguard Ftse Europe ETF | Add +0.2% | 0.16% | −0.01 |
| FXY Invesco Currencyshares Japan | Add +2.0% | 1.56% | −0.01 |
| XOM Exxon Mobil Corp. | Add +0.1% | 0.23% | −0.01 |
| SLV iShares Silver Trust | Add +0.2% | 1.18% | −0.01 |
| TLT iShares 20+ Year Treasury BD | Add +3.9% | 1.91% | −0.03 |
| URNM Sprott Uranium Miners ETF | Add +2.0% | 1.18% | −0.08 |
| ADM Archer-Daniels-Midland Co. | Add +0.3% | 1.67% | −0.16 |
Options Activity Q3 2024 → Q4 2024
| GLD SPDR Gold Shares | put | New | 72,600 | $17.6M |
| DBA Invesco DB Agriculture Fund | put | Sold out | 403,900 | $10.3Mbefore exit |
| TLT iShares 20+ Year Treasury BD | call | New | 22,500 | $2.0M |
| MSTR Strategy Inc. | put | New | 3,200 | $927K |
| FXY Invesco Currencyshares Japan | call | New | 11,600 | $680K |
| RIVN Rivian Automotive Inc. Class A | call | Add +29.7% | 33,200 | $442K |
| FXI iShares China Large-Cap ETF | call | Sold out | 12,000 | $381Kbefore exit |
| PFE Pfizer Inc. | call | New | 10,000 | $261K |
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 |