Portfolio (Quarterly)
Guide ↗
International Private Wealth Advisors LLC
· CIK 0002022637| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | DUK | DUKE ENERGY CORP NEW | Utilities | 8,530 | $1.1M | 0.68% | SOLD |
| 2 | PANW | PALO ALTO NETWORKS INC | Technology | 6,008 | $963K | 0.59% | SOLD |
| 3 | CRM | SALESFORCE INC | Technology | 2,768 | $517K | 0.32% | SOLD |
| 4 | NOW | SERVICENOW INC | Technology | 4,576 | $478K | 0.29% | SOLD |
| 5 | MCD | MCDONALDS CORP | Consumer Cyclical | 1,483 | $461K | 0.28% | SOLD |
| 6 | — | BUNGE GLOBAL SA | — | 3,561 | $453K | 0.28% | SOLD |
| 7 | STX | SEAGATE TECHNOLOGY HLDNGS PL | Technology | 1,029 | $403K | 0.25% | SOLD |
| 8 | NEE | NEXTERA ENERGY INC | Utilities | 4,225 | $392K | 0.24% | SOLD |
| 9 | PM | PHILIP MORRIS INTL INC | Consumer Defensive | 2,236 | $370K | 0.23% | SOLD |
| 10 | FE | FIRSTENERGY CORP | Utilities | 7,243 | $367K | 0.22% | SOLD |
| 11 | FITB | FIFTH THIRD BANCORP | Financial Services | 7,196 | $334K | 0.20% | SOLD |
| 12 | BBY | BEST BUY INC | Consumer Cyclical | 4,380 | $281K | 0.17% | SOLD |
| 13 | IP | INTERNATIONAL PAPER CO | Consumer Cyclical | 7,801 | $279K | 0.17% | SOLD |
| 14 | IBM | INTERNATIONAL BUSINESS MACHS | Technology | 1,112 | $270K | 0.17% | SOLD |
| 15 | PEG | PUBLIC SVC ENTERPRISE GROUP | Utilities | 3,143 | $254K | 0.16% | SOLD |
| 16 | CAG | CONAGRA BRANDS INC | Consumer Defensive | 15,180 | $239K | 0.15% | SOLD |
| 17 | SHV | ISHARES TR | — | 1,946 | $215K | 0.13% | SOLD |
| 18 | — | J P MORGAN EXCHANGE TRADED F | — | 4,244 | $215K | 0.13% | SOLD |
Sector Allocation
Financial Services
29.1%
Technology
22.9%
Consumer Defensive
10.0%
Consumer Cyclical
8.6%
Healthcare
8.2%
Utilities
8.1%
Energy
4.5%
Communication Services
4.2%
Industrials
4.0%
Basic Materials
0.4%