MondegarAI
Private Wealth Advisors, LLC

Q2 2024 · 13F-HR

Private Wealth Advisors, LLCholdings as filed

Filed 2024-07-23 · accession 0001172661-24-002870

$259.7M
Reported value
79
Positions
2024-06-30
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
78463V107GLDSPDR GOLD TR$16.7M6.44%77,608CommonNONE
78463V107GLDSPDR GOLD TR$16.4M6.30%75,900PUTNONE
81369Y308XLPSELECT SECTOR SPDR TR$15.0M5.78%197,244CommonNONE
81369Y209XLVSELECT SECTOR SPDR TR$14.6M5.62%100,638CommonNONE
46140H106DBAINVESCO DB MULTI-SECTOR COMM$9.6M3.69%405,700PUTNONE
78468R101SPTSSPDR SER TR$8.9M3.41%307,907CommonNONE
81369Y803XLKSELECT SECTOR SPDR TR$8.8M3.37%38,438CommonNONE
97717W315DEMWISDOMTREE TR$8.7M3.36%200,765CommonNONE
922042866VPLVANGUARD INTL EQUITY INDEX F$8.3M3.21%112,801CommonNONE
922908744VTVVANGUARD INDEX FDS$7.4M2.86%46,456CommonNONE
464287309IVWISHARES TR$6.8M2.63%73,318CommonNONE
78463X202FEZSPDR INDEX SHS FDS$6.4M2.48%127,377CommonNONE
81369Y100XLBSELECT SECTOR SPDR TR$5.8M2.24%66,915CommonNONE
46434V738IEURISHARES TR$5.8M2.22%100,842CommonNONE
46090F308PDBAINVESCO ACTVELY MNGD ETC FD$5.4M2.10%159,450CommonNONE
81369Y506XLESELECT SECTOR SPDR TR$5.2M1.98%56,516CommonNONE
922042858VWOVANGUARD INTL EQUITY INDEX F$5.0M1.93%114,431CommonNONE
46435G334EWUISHARES TR$4.9M1.88%140,076CommonNONE
039483102ADMARCHER DANIELS MIDLAND CO$4.6M1.76%75,446CommonNONE
039483102ADMARCHER DANIELS MIDLAND CO$4.6M1.76%75,200PUTNONE
81369Y704XLISELECT SECTOR SPDR TR$4.3M1.67%35,981CommonNONE
46140H106DBAINVESCO DB MULTI-SECTOR COMM$4.3M1.66%182,280CommonNONE
81369Y605XLFSELECT SECTOR SPDR TR$4.3M1.64%103,297CommonNONE
78464A664SPTLSPDR SER TR$3.9M1.50%146,238CommonNONE
81369Y860XLRESELECT SECTOR SPDR TR$3.8M1.46%99,869CommonNONE
81369Y886XLUSELECT SECTOR SPDR TR$3.3M1.25%48,142CommonNONE
00206R102TAT&T INC$3.2M1.24%170,261CommonNONE
464288281EMBISHARES TR$3.2M1.24%36,799CommonNONE
78464A755XMESPDR SER TR$3.1M1.19%51,510CommonNONE
464286517LEMBISHARES INC$3.1M1.18%86,016CommonNONE
464286822EWWISHARES INC$3.0M1.15%52,332CommonNONE
75281A109RRCRANGE RES CORP$2.8M1.09%84,471CommonNONE
464286400EWZISHARES INC$2.8M1.08%103,272CommonNONE
46428Q109SLVISHARES SILVER TR$2.8M1.08%104,290CommonNONE
037833100AAPLAPPLE INC$2.6M1.02%12,213CommonNONE
81369Y852XLCSELECT SECTOR SPDR TR$2.5M0.97%29,466CommonNONE
19762B202XCEMCOLUMBIA ETF TR II$2.4M0.94%76,344CommonNONE
72201R304LTPZPIMCO ETF TR$2.3M0.89%43,434CommonNONE
46138W107FXYINVESCO CURRENCYSHARES JAPAN$2.2M0.85%38,605CommonNONE
464287465EFAISHARES TR$2.1M0.82%27,212CommonNONE
92189F106GDXVANECK ETF TRUST$2.1M0.79%60,782CommonNONE
46434G814EWMISHARES INC$2.0M0.76%87,989CommonNONE
26701L100BROSDUTCH BROS INC$1.9M0.71%44,233CommonNONE
92204A306VDEVANGUARD WORLD FD$1.8M0.70%14,330CommonNONE
92204A801VAWVANGUARD WORLD FD$1.6M0.64%8,685CommonNONE
85208P303URNMSPROTT FDS TR$1.6M0.61%31,968CommonNONE
46137V142PHOINVESCO EXCHANGE TRADED FD T$1.3M0.52%21,044CommonNONE
92204A702VGTVANGUARD WORLD FD$1.2M0.48%2,129CommonNONE
92204A405VFHVANGUARD WORLD FD$1.2M0.46%11,850CommonNONE
92204A603VISVANGUARD WORLD FD$1.1M0.44%4,909CommonNONE
46625H100JPMJPMORGAN CHASE & CO.$1.1M0.44%5,527CommonNONE
81369Y407XLYSELECT SECTOR SPDR TR$1.1M0.42%6,024CommonNONE
464287614IWFISHARES TR$810,2760.31%2,202CommonNONE
46432F842IEFAISHARES TR$752,0550.29%10,339CommonNONE
060505104BACBANK AMERICA CORP$637,5670.25%15,935CommonNONE
931142103WMTWALMART INC$605,2810.23%8,970CommonNONE
911460103UBFOUNITED SEC BANCSHARES CALIF$591,0820.23%81,811CommonNONE
78464A763SDYSPDR SER TR$583,4900.22%4,633CommonNONE
30231G102XOMEXXON MOBIL CORP$565,3700.22%4,918CommonNONE
464287523SOXXISHARES TR$540,1820.21%2,190CommonNONE
532457108LLYELI LILLY & CO$505,4510.19%553CommonNONE
464287234EEMISHARES TR$440,7030.17%10,323CommonNONE
92189F700MOOVANECK ETF TRUST$413,5100.16%5,960CommonNONE
922042874VGKVANGUARD INTL EQUITY INDEX F$378,4320.15%5,634CommonNONE
166764100CVXCHEVRON CORP NEW$370,0680.14%2,364CommonNONE
464287192IYTISHARES TR$311,4310.12%4,804CommonNONE
46137V357RSPINVESCO EXCHANGE TRADED FD T$295,2650.11%1,812CommonNONE
682680103OKEONEOK INC NEW$273,7480.11%3,350CommonNONE
594918104MSFTMICROSOFT CORP$272,9090.11%598CommonNONE
084423102WRBBERKLEY W R CORP$267,7840.10%3,389CommonNONE
281020107EIXEDISON INTL$267,3250.10%3,755CommonNONE
203937107CWBCCOMMUNITY WEST BANCSHARES NE$266,6170.10%14,820CommonNONE
78464A888XHBSPDR SER TR$262,5920.10%2,665CommonNONE
032654105ADIANALOG DEVICES INC$222,5550.09%988CommonNONE
713448108PEPPEPSICO INC$215,1460.08%1,321CommonNONE
744320102PRUPRUDENTIAL FINL INC$208,9550.08%1,778CommonNONE
36242H104XGDVXGABELLI DIVID & INCOME TR$201,9520.08%8,924CommonNONE
76954A103RIVNRIVIAN AUTOMOTIVE INC$186,5380.07%13,900CALLNONE
746922103PMOPUTNAM MUN OPPORTUNITIES TR$119,5090.05%11,774CommonNONE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.