Private Wealth Advisors, Inc. 13F Holdings · last filed Q4 2020
Private Wealth Advisors, Inc. reported 115 securities worth $175.49M in its SEC 13F filing for Q4 2020 (period ended 2020-12-31). Top holdings: AAPL (11.35%), AMZN (5.94%), GOOGL (5.20%). Among its top 25 positions this quarter: 9 added, 15 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $19.9M | 11.35% | 199,604 | Added |
| 2 | AMZN | AMAZON COM INC | $10.4M | 5.94% | 3,397 | Trimmed |
| 3 | GOOGL | ALPHABET INC | $9.1M | 5.20% | 5,502 | Trimmed |
| 4 | QQQ | INVESCO QQQ TR | $8.8M | 5.04% | 28,170 | Trimmed |
| 5 | MSFT | MICROSOFT CORP | $7.6M | 4.32% | 34,117 | Trimmed |
| 6 | IVV | ISHARES TR | $6.6M | 3.77% | 17,606 | Trimmed |
| 7 | SPY | SPDR S&P 500 ETF TR | $6.1M | 3.46% | 16,232 | Trimmed |
| 8 | WMT | WALMART INC | $4.7M | 2.67% | 32,548 | Trimmed |
| 9 | IVW | ISHARES TR | $4.5M | 2.58% | 70,838 | Added |
| 10 | VZ | VERIZON COMMUNICATIONS INC | $4.0M | 2.28% | 67,963 | Added |
| 11 | PNC | PNC FINL SVCS GROUP INC | $3.9M | 2.21% | 25,979 | Trimmed |
| 12 | CSCO | CISCO SYS INC | $3.6M | 2.06% | 80,607 | Trimmed |
| 13 | IUSG | ISHARES TR | $3.4M | 1.94% | 38,487 | Trimmed |
| 14 | JNJ | JOHNSON & JOHNSON | $3.3M | 1.87% | 20,803 | Trimmed |
| 15 | T | AT&T INC | $3.2M | 1.85% | 112,590 | Added |
| 16 | DIS | DISNEY WALT CO | $3.2M | 1.83% | 23,651 | Trimmed |
| 17 | IBB | ISHARES TR | $2.8M | 1.60% | 18,483 | Added |
| 18 | DLN | WISDOMTREE TR | $2.6M | 1.50% | 24,556 | Added |
| 19 | XLF | SELECT SECTOR SPDR TR | $2.6M | 1.46% | 86,821 | Trimmed |
| 20 | MCD | MCDONALDS CORP | $2.5M | 1.42% | 11,624 | Trimmed |
| 21 | HD | HOME DEPOT INC | $2.4M | 1.37% | 10,074 | Added |
| 22 | PG | PROCTER AND GAMBLE CO | $2.2M | 1.26% | 15,916 | Added |
| 23 | EMCF | EMCLAIRE FINL CORP | $2.0M | 1.17% | 66,955 | Hold |
| 24 | NFLX | NETFLIX INC | $2.0M | 1.16% | 3,971 | Added |
| 25 | KO | COCA COLA CO | $1.7M | 0.99% | 31,709 | Trimmed |
Source: SEC Form 13F filings · as of 2020-12-31
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR