Portfolio (Quarterly)
Guide ↗
International Private Wealth Advisors LLC
· CIK 0002022637| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | — | ANNALY CAPITAL MANAGEMENT IN | — | 40,081 | $896K | 0.56% | SOLD |
| 2 | CVX | CHEVRON CORP NEW | Energy | 2,973 | $453K | 0.28% | SOLD |
| 3 | GOOGL | ALPHABET INC | Communication Services | 1,074 | $336K | 0.21% | SOLD |
| 4 | LAZ | LAZARD INC | Financial Services | 6,688 | $325K | 0.20% | SOLD |
| 5 | ORI | OLD REP INTL CORP | Financial Services | 6,960 | $318K | 0.20% | SOLD |
| 6 | — | SMURFIT WESTROCK PLC | — | 7,152 | $277K | 0.17% | SOLD |
| 7 | MGK | VANGUARD WORLD FD | — | 654 | $270K | 0.17% | SOLD |
| 8 | GIS | GENERAL MLS INC | Consumer Defensive | 5,295 | $246K | 0.15% | SOLD |
| 9 | IWM | ISHARES TR | — | 990 | $244K | 0.15% | SOLD |
| 10 | VUG | VANGUARD INDEX FDS | — | 444 | $216K | 0.14% | SOLD |
| 11 | KMB | KIMBERLY-CLARK CORP | Consumer Defensive | 2,045 | $206K | 0.13% | SOLD |
Sector Allocation
Financial Services
29.8%
Technology
20.8%
Utilities
10.2%
Consumer Cyclical
9.6%
Consumer Defensive
9.3%
Communication Services
8.2%
Healthcare
7.1%
Energy
3.3%
Industrials
0.8%
Basic Materials
0.7%