Fund HoldingsInternational Private Wealth Advisors LLC

Total Portfolio Value
$59.33M
Total Bought
$12.88M
Total Sold
$4.86M
Net Transaction
+$8.02M
Filing Period:
Securities
SharesValue ($K)
Q1 2024
Q2 2024
Change
Q1 2024
Q2 2024
Weight (%)
Change
SPDR INDEX SHS FDS
ST STR PO EX ETF
048,531+48,53101,7022.87%+1,702
SSGA ACTIVE TR
STATE STREET US
028,686+28,68601,4602.46%+1,460
SPDR S&P 500 ETF TR(SPY)09,880+9,88005,3779.06%+5,377
NVIDIA CORPORATION(NVDA)4847,512+7,0284379281.56%+491
PIMCO ETF TR
ENHAN SHRT MA AC
04,626+4,62604660.78%+466
J P MORGAN EXCHANGE TRADED F
ULTRA SHRT ETF
22,79931,933+9,1341,1501,6122.72%+461
ALPHABET INC(GOOG)02,408+2,40804420.74%+442
PFIZER INC(PFE)015,309+15,30904280.72%+428
SPDR INDEX SHS FDS
ST PORT MARK ETF
017,151+17,15106461.09%+646
ALTRIA GROUP INC(MO)5,66813,446+7,7782476121.03%+365
REGIONS FINANCIAL CORP NEW(RF)016,699+16,69903350.56%+335
FMC CORP(FMC)05,688+5,68803270.55%+327
PGIM ETF TR
PGIM ULTRA SH BD
06,480+6,48003220.54%+322
CONAGRA BRANDS INC(CAG)010,569+10,56903000.51%+300
SPDR SER TR
ST STR SP600 SML
07,200+7,20002990.50%+299
BEST BUY INC(BBY)03,414+3,41402880.48%+288
TESLA INC(TSLA)01,414+1,41402800.47%+280
MICROSOFT CORP(MSFT)02,678+2,67801,1972.02%+1,197
ELI LILLY & CO(LLY)0294+29402660.45%+266
NETFLIX INC(NFLX)0382+38202580.43%+258
AMAZON COM INC(AMZN)05,680+5,68001,0981.85%+1,098
WHIRLPOOL CORP(WHR)02,394+2,39402450.41%+245
SPDR SER TR
ST STR P500ETF
07,411+7,41104740.80%+474
NEWMONT CORP(NEM)05,404+5,40402260.38%+226
META PLATFORMS INC(META)0433+43302180.37%+218
SPDR SER TR
ST LON TREAS ETF
022,247+22,24706061.02%+606
COSTCO WHSL CORP NEW(COST)1,5621,600+381,1451,3602.29%+216
QUEST DIAGNOSTICS INC(DGX)01,530+1,53002090.35%+209
QUALCOMM INC(QCOM)01,046+1,04602080.35%+208
SCHWAB STRATEGIC TR03,684+3,68402020.34%+202
APPLE INC(AAPL)03,536+3,53607451.26%+745
SSGA ACTIVE TR
ST STR SECTO ETF
037,539+37,53909551.61%+955
SPDR SER TR
ST STR AGGRE ETF
021,944+21,94405510.93%+551
SPDR SER TR
ST BLOO HIGH ETF
2,6383,545+9072513340.56%+83
ISHARES TR7,7348,620+8867578371.41%+79
AT&T INC(T)19,52821,875+2,3473444180.70%+74
PUBLIC SVC ENTERPRISE GRP IN(PEG)5,3125,724+4123554220.71%+67
WALMART INC(WMT)4,6345,054+4202793420.58%+63
SPDR GOLD TR(GLD)2,6322,750+1185415911.00%+50
INVESCO QQQ TR0844+84404040.68%+404
AMGEN INC(AMGN)814896+822312800.47%+49
INTERNATIONAL PAPER CO(IP)12,22412,086-1384775210.88%+45
COLGATE PALMOLIVE CO(CL)2,9883,230+2422693130.53%+44
NISOURCE INC(NI)12,87013,785+9153563970.67%+41
TRACTOR SUPPLY CO(TSCO)1,1981,308+1103143530.60%+40
LLOYDS BANKING GROUP PLC(LYG)013,934+13,9340380.06%+38
CITIZENS FINL GROUP INC(CFG)9,23010,303+1,0733353710.63%+36
AMERICAN ELEC PWR CO INC3,3863,717+3312923260.55%+35
WORLD GOLD TR(GLDM)8,3768,748+3723694030.68%+34
CMS ENERGY CORP(CMS)5,1265,601+4753093330.56%+24
ENTERGY CORP NEW(ETR)3,1643,341+1773343570.60%+23
TRUIST FINL CORP(TFC)8,4729,050+5783303520.59%+21
ALLIANT ENERGY CORP(LNT)5,3415,667+3262692880.49%+19
PROCTER AND GAMBLE CO(PG)1,6961,781+852752940.50%+19
AUTOMATIC DATA PROCESSING IN1,0641,180+1162662820.47%+16
HUNTINGTON BANCSHARES INC(HBAN)23,14525,655+2,5103233380.57%+15
PAYCHEX INC(PAYX)2,0262,210+1842492620.44%+13
HERSHEY CO(HSY)1,2701,410+1402472590.44%+12
OGE ENERGY CORP(OGE)7,1007,160+602442560.43%+12
OMNICOM GROUP INC(OMC)3,3763,757+3813273370.57%+10
NUVEEN PFD & INCOME OPPORTUN(JPC)20,67421,061+3871491570.27%+9
PPL CORP(PPL)9,5299,773+2442622700.46%+8
EDISON INTL(EIX)4,7074,742+353333410.57%+8
KIMBERLY-CLARK CORP(KMB)3,6803,497-1834764830.81%+7
FIRSTENERGY CORP(FE)6,3106,483+1732442480.42%+4
WEC ENERGY GROUP INC(WEC)2,6832,848+1652202230.38%+3
DOMINION ENERGY INC(D)6,6946,784+903293320.56%+3
PEPSICO INC(PEP)1,4861,595+1092602630.44%+3
INTERPUBLIC GROUP COS INC8,1099,175+1,0662652670.45%+2
SPDR SER TR
ST STR BLO 1 ETF
9,4949,519+258728741.47%+2
MCCORMICK & CO INC(MKC)3,6143,930+3162782790.47%+1
PIMCO HIGH INCOME FD(PHK)22,65523,290+6351121120.19%0
ETF OPPORTUNITIES TRUST
IDX DY FI IN ETF
151,540158,248+6,7083,7733,7726.36%-0
EXXON MOBIL CORP2,1472,163+162502490.42%-1
DTE ENERGY CO(DTB)2,3892,400+112682660.45%-1
ISHARES TR3,3303,33003583560.60%-2
VERIZON COMMUNICATIONS INC(VZ)11,10411,237+1334664630.78%-2
CLOROX CO DEL(CLX)1,6701,839+1692562510.42%-5
SONOCO PRODS CO(SON)4,3454,807+4622512440.41%-8
KEYCORP(KEY)24,96227,080+2,1183953850.65%-10
INVESCO EXCHANGE TRADED FD T
S&P500 EQL HLT
6,6806,686+62122010.34%-12
ISHARES GOLD TR(IAU)5,7125,111-6012402250.38%-15
VALERO ENERGY CORP(VLO)1,9051,970+653253090.52%-16
SCHWAB STRATEGIC TR5,5545,55404524320.73%-20
HP INC(HPQ)9,6427,677-1,9652912690.45%-23
FRANKLIN RESOURCES INC(BEN)11,24813,135+1,8873162940.49%-23
VANECK ETF TRUST
FALLEN ANGEL HG
021,182+21,18205991.01%+599
INVESCO LTD(IVZ)16,69116,951+2602772540.43%-23
ISHARES TR09,549+9,54901,0191.72%+1,019
VANGUARD SCOTTSDALE FDS
SHRT TRM CORP BD
3,2122,898-3142482240.38%-24
JOHNSON & JOHNSON(JNJ)1,6481,604-442612340.40%-26
VISA INC(V)844796-482362090.35%-27
HOME DEPOT INC(HD)1,1101,158+484263990.67%-27
FORD MTR CO DEL(F)28,36027,847-5133773490.59%-27
NOVO-NORDISK A S(NVO)1,8741,480-3942412110.36%-29
US BANCORP DEL(USB)9,1949,509+3154113770.64%-33
INVESCO EXCHANGE TRADED FD T
S&P MIDCAP 400
3,5843,438-1464313930.66%-38
DIREXION SHS ETF TR
DAILY SMALL CAP
6,3646,36402732330.39%-40
ONEOK INC NEW(OKE)4,7894,162-6273843390.57%-44
MCDONALDS CORP(MCD)1,6431,629-144634150.70%-48
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