Portfolio (Quarterly)
Guide ↗
International Private Wealth Advisors LLC
· CIK 0002022637| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 41 | CRWD | CROWDSTRIKE HLDGS INC | Technology | 410.0 | $313K | 0.16% | -302.0 | -42.4% | $190.78 | +21.1% |
| 42 | BIL | SPDR SERIES TRUST | — | 3,326.0 | $305K | 0.16% | -2K | -34.9% | $91.64 | +0.0% |
| 43 | SWKS | SKYWORKS SOLUTIONS INC | Technology | 4,419.0 | $300K | 0.15% | -79.0 | -1.8% | $67.81 | -1.2% |
| 44 | OMC | OMNICOM GROUP INC | Communication Services | 3,980.0 | $290K | 0.15% | -898.0 | -18.4% | $72.83 | +20.2% |
| 45 | SCHD | SCHWAB STRATEGIC TR | — | 8,590.0 | $272K | 0.14% | -561.0 | -6.1% | $31.71 | +10.0% |
| 46 | GRPM | INVESCO EXCHANGE TRADED FD T | — | 2,016.0 | $262K | 0.14% | -174.0 | -8.0% | $130.17 | +11.6% |
| 47 | V | VISA INC | Financial Services | 745.0 | $256K | 0.13% | -88.0 | -10.6% | $343.30 | +10.5% |
| 48 | ANGL | VANECK ETF TRUST | — | 8,676.0 | $254K | 0.13% | -244.0 | -2.7% | $29.24 | -0.8% |
| 49 | GLDM | WORLD GOLD TR | Financial Services | 2,872.0 | $228K | 0.12% | -244.0 | -7.8% | $79.42 | +10.9% |
| 50 | RSPH | INVESCO EXCHANGE TRADED FD T | — | 6,473.0 | $215K | 0.11% | -256.0 | -3.8% | $33.19 | +12.7% |
| 51 | — | BERKSHIRE HATHAWAY INC DEL | — | 412.0 | $206K | 0.11% | -3K | -87.3% | $500.43 | — |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
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%