Private Wealth Advisors, LLC
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 12, 2025), Private Wealth Advisors, LLC reported 81 stock positions worth $238.1 million. Its top holding was SPDR Gold Shares (GLD) at 8.8% of the portfolio, followed by SS Health Care Select Sector (XLV, 4.5%) and SS Materials Select Sector (XLB, 3.8%). Compared with Q4 2024, it opened 5 new positions, sold out of 5, added to 42 and reduced 28. The biggest buy was SS Industrial Select Sector (XLI, shares +78%) and the biggest sale an exit from iShares MSCI Emr MRK Ex Chna (EMXC).
- Most Recent 13F
- Q2 2026
- Location
- Fresno, CA
- CIK
- 0001787027
- Portfolio Value
- $238.1M (Q1 2025)
- SEC Filing
- 0001172661-25-001651 ↗ filed May 12, 2025
Holdings Value
Holdings 81 stocks · $238.1M
| GLD SPDR Gold Shares | 8.84% | 73,054 | $21.0M | Reduce -1.6% |
| XLV SS Health Care Select Sector | 4.55% | 74,153 | $10.8M | Reduce -8.3% |
| XLB SS Materials Select Sector | 3.78% | 104,664 | $9.0M | Add +1.5% |
| XLI SS Industrial Select Sector | 3.38% | 61,433 | $8.1M | Add +77.6% |
| VTV Vanguard Mrngstr Val ETF-Aui | 3.28% | 45,154 | $7.8M | Reduce -0.7% |
| XLF SS Financial Select Sector | 3.24% | 154,983 | $7.7M | Add +10.3% |
| VPL Vanguard Ftse Pacific ETF | 3.15% | 103,436 | $7.5M | Add +3.6% |
| VWO Vanguard Ftse Emerging Marke | 3.08% | 162,303 | $7.3M | Add +21.4% |
| XLP SS Consumer Staples Sel Sect | 3.01% | 87,899 | $7.2M | Reduce -38.6% |
| DEM Wisdomtree Emerging Markets | 2.96% | 167,362 | $7.0M | Add +2.9% |
| IVW iShares S&P 500 Growth ETF | 2.78% | 71,289 | $6.6M | Reduce -0.9% |
| XLK SS Technology Select Sector | 2.74% | 31,638 | $6.5M | Reduce -15.6% |
| FEZ State Street SPDR Euro Stoxx | 2.71% | 118,399 | $6.4M | Reduce -22.7% |
| IEUR iShares Core MSCI Europe ETF | 2.50% | 99,144 | $6.0M | Reduce -8.2% |
| EWU iShares MSCI United Kingdom | 2.25% | 143,254 | $5.4M | Add +13.8% |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 2.25% | 67,889 | $5.4M | Reduce -1.6% |
| XLE SS Energy Select Sector | 2.24% | 57,107 | $5.3M | Add +2.1% |
| FXY Invesco Currencyshares Japan | 2.05% | 79,418 | $4.9M | Add +30.1% |
| DBA Invesco DB Agriculture Fund | 2.05% | 185,287 | $4.9M | Reduce -0.5% |
| TLT iShares 20+ Year Treasury BD | 2.03% | 53,199 | $4.8M | Add +6.3% |
| T AT&T Inc. | 1.92% | 161,432 | $4.6M | Reduce -0.2% |
| PDBA Invesco Agriculture Cmdtyk-1 | 1.76% | 119,320 | $4.2M | Add +0.9% |
| XLRE SS Real Estate Select Sector | 1.74% | 98,877 | $4.1M | Add +0.5% |
| ADM Archer-Daniels-Midland Co. | 1.53% | 76,081 | $3.7M | Add +0.4% |
| RRC Range Resources Corp. | 1.53% | 91,360 | $3.6M | Reduce -0.6% |
| EWW iShares MSCI Mexico ETF | 1.52% | 70,960 | $3.6M | Add +23.4% |
| EMB iShares JP Morgan Usd Emergi | 1.47% | 38,565 | $3.5M | Add +1.9% |
| LEMB iShares JP Morgan Em Local C | 1.44% | 91,782 | $3.4M | Add +1.2% |
| IWM iShares Russell 2000 ETF | 1.41% | 16,838 | $3.4M | Reduce -19.3% |
| SLV iShares Silver Trust | 1.34% | 103,232 | $3.2M | Add +0.1% |
| XME SS SPDR S&P Metals Mining | 1.23% | 52,334 | $2.9M | Add +2.4% |
| XLC SS Comm Select Sector SPDR | 1.18% | 29,013 | $2.8M | Reduce -0.9% |
| GDX Vaneck Gold Miners ETF | 1.16% | 60,223 | $2.8M | Reduce -0.3% |
| AAPL Apple Inc. | 1.10% | 11,761 | $2.6M | Reduce -2.1% |
| LTPZ PIMCO 15+ YR US Tips Indx | 1.09% | 47,541 | $2.6M | Add +2.7% |
| INDA iShares MSCI India ETF | 1.09% | 50,524 | $2.6M | New |
| EFA iShares MSCI Eafe ETF | 1.03% | 30,056 | $2.5M | Add +1.8% |
| URNM Sprott Uranium Miners ETF | 0.95% | 69,852 | $2.3M | Add +4.4% |
| VDE Vanguard Energy ETF | 0.78% | 14,263 | $1.9M | Add +0.3% |
| EZA iShares MSCI South Africa Et | 0.72% | 35,780 | $1.7M | New |
| VAW Vanguard Materials ETF | 0.69% | 8,761 | $1.7M | Add +0.4% |
| VFH Vanguard Financials ETF | 0.60% | 11,953 | $1.4M | Add +0.2% |
| PHO Invesco Water Resources ETF | 0.58% | 21,540 | $1.4M | Add +0.9% |
| JPM JPMorgan Chase & Co. | 0.57% | 5,510 | $1.4M | Add +0.2% |
| VNM Vaneck Vietnam ETF | 0.52% | 98,524 | $1.2M | New |
| VIS Vanguard Industrials ETF | 0.52% | 4,954 | $1.2M | Add +0.3% |
| PALL Abrdn Physical Palladium SHS | 0.46% | 12,204 | $1.1M | Add +2.2% |
| AMAT Applied Materials Inc. | 0.46% | 7,561 | $1.1M | New |
| XLY SS Consumer Disc Select Sect | 0.46% | 5,531 | $1.1M | Reduce -0.5% |
| DCTH Delcath Systems Inc. | 0.46% | 85,193 | $1.1M | New |
| VGT Vanguard Info Tech ETF | 0.44% | 1,942 | $1.1M | Reduce -5.0% |
| WMT Walmart Inc. | 0.34% | 9,154 | $804K | Add +3.2% |
| IWF iShares Russell 1000 Growth | 0.33% | 2,202 | $795K | No change |
| EZU iShares MSCI Eurozone ETF | 0.31% | 13,780 | $734K | No change |
| IEFA iShares Core MSCI Eafe ETF | 0.30% | 9,465 | $716K | Reduce -4.7% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.28% | 15,775 | $658K | Add +0.1% |
| XCNY State Street SPDR S&P Emergi | 0.26% | 26,601 | $620K | No change |
| SDY SS SPDR S&P Dividend ETF | 0.26% | 4,534 | $615K | Reduce -1.4% |
| XOM Exxon Mobil Corp. | 0.24% | 4,891 | $582K | Add +0.3% |
| SPTL SS SPDR PF LNG TRM TSY E-Usd | 0.23% | 20,249 | $552K | Reduce -0.4% |
| VTWO Vanguard Russell 2000 ETF | 0.22% | 6,535 | $527K | Reduce -3.4% |
| UBFO United Security Bancshare | 0.19% | 51,515 | $462K | Add +0.1% |
| LLY Eli Lilly & Co. | 0.19% | 538 | $445K | Add +0.2% |
| RSP Invesco S&P 500 Equal Weight | 0.18% | 2,534 | $439K | Add +0.5% |
| SOXX iShares Semiconductor ETF | 0.17% | 2,174 | $409K | No change |
| CVX Chevron Corp. | 0.17% | 2,419 | $405K | Add +1.0% |
| EEM iShares MSCI Emerging Market | 0.17% | 9,223 | $403K | Reduce -3.8% |
| VGK Vanguard Ftse Europe ETF | 0.17% | 5,627 | $395K | Reduce -0.5% |
| WRB WR Berkley Corp. filed as BERKLEY W R CORP | 0.15% | 5,104 | $363K | Add +0.1% |
| OKE Oneok Inc. | 0.14% | 3,455 | $343K | Add +1.1% |
| IYT iShares US Transportation Et | 0.12% | 4,614 | $295K | Reduce -0.2% |
| CWBC Community West Bancshares | 0.12% | 15,088 | $279K | Add +0.6% |
| MSFT Microsoft Corp. | 0.11% | 703 | $264K | Add +0.1% |
| SPTS SS SPDR P St Term TSY ETF | 0.10% | 8,514 | $249K | Reduce -20.4% |
| MCD McDonald's Corp. | 0.10% | 745 | $233K | Add +0.5% |
| EIX Edison International | 0.10% | 3,886 | $229K | Add +1.5% |
| XGDVX Gabelli Dividend & Income TR | 0.09% | 9,272 | $224K | Add +1.5% |
| XHB SS SPDR S&P Homebldrs ETF | 0.09% | 2,250 | $218K | Reduce -4.0% |
| ISRG Intuitive Surgical Inc. | 0.09% | 411 | $204K | No change |
| CAT Caterpillar Inc. | 0.08% | 609 | $201K | Reduce -55.4% |
| PMO Franklin Muncipl Opps Tst-Ui | 0.05% | 11,774 | $120K | No change |
Options reported separately and not counted above: GLD puts ($21.8M), FEZ puts ($12.5M), ADM puts ($3.6M), RIVN calls ($484K).
Portfolio Sells Q4 2024 → Q1 2025
| EMXC iShares MSCI Emr MRK Ex Chna | Sold out | 0.00% | −2.14 |
| XLP SS Consumer Staples Sel Sect | Reduce -38.6% | 3.01% | −1.90 |
| XLK SS Technology Select Sector | Reduce -15.6% | 2.74% | −1.06 |
| IWM iShares Russell 2000 ETF | Reduce -19.3% | 1.41% | −0.60 |
| FEZ State Street SPDR Euro Stoxx | Reduce -22.7% | 2.71% | −0.51 |
| IVW iShares S&P 500 Growth ETF | Reduce -0.9% | 2.78% | −0.40 |
| XLV SS Health Care Select Sector | Reduce -8.3% | 4.55% | −0.31 |
| AAPL Apple Inc. | Reduce -2.1% | 1.10% | −0.21 |
| MSTR Strategy Inc. | Sold out | 0.00% | −0.19 |
| CAT Caterpillar Inc. | Reduce -55.4% | 0.08% | −0.13 |
| VGT Vanguard Info Tech ETF | Reduce -5.0% | 0.44% | −0.11 |
| DBA Invesco DB Agriculture Fund | Reduce -0.5% | 2.05% | −0.11 |
| AXON Axon Enterprise Inc. | Sold out | 0.00% | −0.10 |
| PRU Prudential Financial Inc. | Sold out | 0.00% | −0.09 |
| ADI Analog Devices Inc. | Sold out | 0.00% | −0.09 |
| XLY SS Consumer Disc Select Sect | Reduce -0.5% | 0.46% | −0.08 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -0.7% | 3.28% | −0.08 |
| XLC SS Comm Select Sector SPDR | Reduce -0.9% | 1.18% | −0.06 |
| VTWO Vanguard Russell 2000 ETF | Reduce -3.4% | 0.22% | −0.04 |
| IEUR iShares Core MSCI Europe ETF | Reduce -8.2% | 2.50% | −0.04 |
| SPTS SS SPDR P St Term TSY ETF | Reduce -20.4% | 0.10% | −0.03 |
| XLU St Sr Utl SL SE SPDR ETF-Usd | Reduce -1.6% | 2.25% | −0.03 |
| XHB SS SPDR S&P Homebldrs ETF | Reduce -4.0% | 0.09% | −0.02 |
| IYT iShares US Transportation Et | Reduce -0.2% | 0.12% | −0.01 |
| SDY SS SPDR S&P Dividend ETF | Reduce -1.4% | 0.26% | −0.01 |
| EEM iShares MSCI Emerging Market | Reduce -3.8% | 0.17% | −0.01 |
| IEFA iShares Core MSCI Eafe ETF | Reduce -4.7% | 0.30% | −0.00 |
| SPTL SS SPDR PF LNG TRM TSY E-Usd | Reduce -0.4% | 0.23% | −0.00 |
| VGK Vanguard Ftse Europe ETF | Reduce -0.5% | 0.17% | +0.01 |
| RRC Range Resources Corp. | Reduce -0.6% | 1.53% | +0.09 |
| GDX Vaneck Gold Miners ETF | Reduce -0.3% | 1.16% | +0.27 |
| T AT&T Inc. | Reduce -0.2% | 1.92% | +0.31 |
| GLD SPDR Gold Shares | Reduce -1.6% | 8.84% | +1.00 |
Portfolio Buys Q4 2024 → Q1 2025
| XLI SS Industrial Select Sector | Add +77.6% | 3.38% | +1.39 |
| INDA iShares MSCI India ETF | New | 1.09% | +1.09 |
| EZA iShares MSCI South Africa Et | New | 0.72% | +0.72 |
| VWO Vanguard Ftse Emerging Marke | Add +21.4% | 3.08% | +0.52 |
| VNM Vaneck Vietnam ETF | New | 0.52% | +0.52 |
| FXY Invesco Currencyshares Japan | Add +30.1% | 2.05% | +0.49 |
| AMAT Applied Materials Inc. | New | 0.46% | +0.46 |
| DCTH Delcath Systems Inc. | New | 0.46% | +0.46 |
| EWU iShares MSCI United Kingdom | Add +13.8% | 2.25% | +0.39 |
| EWW iShares MSCI Mexico ETF | Add +23.4% | 1.52% | +0.34 |
| XLF SS Financial Select Sector | Add +10.3% | 3.24% | +0.28 |
| SLV iShares Silver Trust | Add +0.1% | 1.34% | +0.16 |
| XLE SS Energy Select Sector | Add +2.1% | 2.24% | +0.15 |
| TLT iShares 20+ Year Treasury BD | Add +6.3% | 2.03% | +0.13 |
| DEM Wisdomtree Emerging Markets | Add +2.9% | 2.96% | +0.09 |
| EFA iShares MSCI Eafe ETF | Add +1.8% | 1.03% | +0.06 |
| VPL Vanguard Ftse Pacific ETF | Add +3.6% | 3.15% | +0.05 |
| LTPZ PIMCO 15+ YR US Tips Indx | Add +2.7% | 1.09% | +0.04 |
| PALL Abrdn Physical Palladium SHS | Add +2.2% | 0.46% | +0.03 |
| VDE Vanguard Energy ETF | Add +0.3% | 0.78% | +0.02 |
| WRB WR Berkley Corp. | Add +0.1% | 0.15% | +0.02 |
| CVX Chevron Corp. | Add +1.0% | 0.17% | +0.02 |
| LEMB iShares JP Morgan Em Local C | Add +1.2% | 1.44% | +0.02 |
| XOM Exxon Mobil Corp. | Add +0.3% | 0.24% | +0.02 |
| LLY Eli Lilly & Co. | Add +0.2% | 0.19% | +0.01 |
| MCD McDonald's Corp. | Add +0.5% | 0.10% | +0.00 |
| XGDVX Gabelli Dividend & Income TR | Add +1.5% | 0.09% | −0.00 |
| EMB iShares JP Morgan Usd Emergi | Add +1.9% | 1.47% | −0.00 |
| XLB SS Materials Select Sector | Add +1.5% | 3.78% | −0.00 |
| OKE Oneok Inc. | Add +1.1% | 0.14% | −0.01 |
| JPM JPMorgan Chase & Co. | Add +0.2% | 0.57% | −0.01 |
| XLRE SS Real Estate Select Sector | Add +0.5% | 1.74% | −0.01 |
| RSP Invesco S&P 500 Equal Weight | Add +0.5% | 0.18% | −0.01 |
| CWBC Community West Bancshares | Add +0.6% | 0.12% | −0.01 |
| WMT Walmart Inc. | Add +3.2% | 0.34% | −0.01 |
| VFH Vanguard Financials ETF | Add +0.2% | 0.60% | −0.01 |
| MSFT Microsoft Corp. | Add +0.1% | 0.11% | −0.02 |
| VAW Vanguard Materials ETF | Add +0.4% | 0.69% | −0.02 |
| BAC Bank of America Corp. | Add +0.1% | 0.28% | −0.03 |
| PHO Invesco Water Resources ETF | Add +0.9% | 0.58% | −0.03 |
| UBFO United Security Bancshare | Add +0.1% | 0.19% | −0.03 |
| VIS Vanguard Industrials ETF | Add +0.3% | 0.52% | −0.03 |
| XME SS SPDR S&P Metals Mining | Add +2.4% | 1.23% | −0.03 |
| EIX Edison International | Add +1.5% | 0.10% | −0.04 |
| PDBA Invesco Agriculture Cmdtyk-1 | Add +0.9% | 1.76% | −0.06 |
| ADM Archer-Daniels-Midland Co. | Add +0.4% | 1.53% | −0.14 |
| URNM Sprott Uranium Miners ETF | Add +4.4% | 0.95% | −0.22 |
Options Activity Q4 2024 → Q1 2025
| GLD SPDR Gold Shares | put | Add +4.0% | 75,500 | $21.8M |
| FEZ State Street SPDR Euro Stoxx | put | New | 230,500 | $12.5M |
| TLT iShares 20+ Year Treasury BD | call | Sold out | 22,500 | $2.0Mbefore exit |
| MSTR Strategy Inc. | put | Sold out | 3,200 | $927Kbefore exit |
| FXY Invesco Currencyshares Japan | call | Sold out | 11,600 | $680Kbefore exit |
| RIVN Rivian Automotive Inc. Class A | call | Add +17.2% | 38,900 | $484K |
| PFE Pfizer Inc. | call | Sold out | 10,000 | $261Kbefore 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 |