MondegarAI
Private Wealth Advisors, LLC

Q3 2024 · 13F-HR

Private Wealth Advisors, LLCholdings as filed

Filed 2024-11-05 · accession 0001172661-24-004470

$261.1M
Reported value
80
Positions
2024-09-30
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
78463V107GLDSPDR GOLD TR$18.8M7.22%76,741CommonNONE
922042858VWOVANGUARD INTL EQUITY INDEX F$13.4M5.13%277,756CommonNONE
81369Y209XLVSELECT SECTOR SPDR TR$12.7M4.85%82,572CommonNONE
81369Y308XLPSELECT SECTOR SPDR TR$11.6M4.45%140,384CommonNONE
46140H106DBAINVESCO DB MULTI-SECTOR COMM$10.3M3.95%403,900PUTNONE
78468R101SPTSSPDR SER TR$9.0M3.45%306,705CommonNONE
81369Y803XLKSELECT SECTOR SPDR TR$8.4M3.22%38,121CommonNONE
922908744VTVVANGUARD INDEX FDS$7.9M3.03%45,435CommonNONE
922042866VPLVANGUARD INTL EQUITY INDEX F$7.6M2.89%96,523CommonNONE
78463X202FEZSPDR INDEX SHS FDS$7.2M2.76%137,453CommonNONE
464287309IVWISHARES TR$6.8M2.60%71,925CommonNONE
46434V738IEURISHARES TR$6.6M2.54%110,068CommonNONE
81369Y100XLBSELECT SECTOR SPDR TR$6.4M2.46%66,889CommonNONE
97717W315DEMWISDOMTREE TR$6.2M2.37%140,435CommonNONE
81369Y886XLUSELECT SECTOR SPDR TR$5.6M2.15%68,816CommonNONE
46434G764EMXCISHARES INC$5.1M1.95%83,788CommonNONE
81369Y506XLESELECT SECTOR SPDR TR$5.1M1.94%56,516CommonNONE
46435G334EWUISHARES TR$5.0M1.90%133,167CommonNONE
81369Y704XLISELECT SECTOR SPDR TR$4.8M1.84%35,354CommonNONE
464287432TLTISHARES TR$4.7M1.82%48,179CommonNONE
81369Y605XLFSELECT SECTOR SPDR TR$4.6M1.77%102,720CommonNONE
46140H106DBAINVESCO DB MULTI-SECTOR COMM$4.6M1.77%180,736CommonNONE
039483102ADMARCHER DANIELS MIDLAND CO$4.5M1.72%75,518CommonNONE
039483102ADMARCHER DANIELS MIDLAND CO$4.5M1.71%75,200PUTNONE
46090F308PDBAINVESCO ACTVELY MNGD ETC FD$4.4M1.69%119,388CommonNONE
81369Y860XLRESELECT SECTOR SPDR TR$4.4M1.68%98,966CommonNONE
46138W107FXYINVESCO CURRENCYSHARES JAPAN$3.8M1.47%59,809CommonNONE
00206R102TAT&T INC$3.7M1.42%167,415CommonNONE
464288281EMBISHARES TR$3.5M1.32%36,937CommonNONE
464286517LEMBISHARES INC$3.3M1.26%85,931CommonNONE
78464A755XMESPDR SER TR$3.3M1.26%51,397CommonNONE
85208P303URNMSPROTT FDS TR$3.1M1.18%65,550CommonNONE
464286400EWZISHARES INC$3.0M1.16%102,533CommonNONE
46428Q109SLVISHARES SILVER TR$2.9M1.13%102,870CommonNONE
464286822EWWISHARES INC$2.9M1.11%53,834CommonNONE
75281A109RRCRANGE RES CORP$2.8M1.05%89,127CommonNONE
037833100AAPLAPPLE INC$2.7M1.04%12,003CommonNONE
81369Y852XLCSELECT SECTOR SPDR TR$2.6M1.01%29,192CommonNONE
72201R304LTPZPIMCO ETF TR$2.5M0.97%43,717CommonNONE
92189F106GDXVANECK ETF TRUST$2.5M0.94%60,722CommonNONE
464287465EFAISHARES TR$2.3M0.88%27,828CommonNONE
003262102PALLABRDN PALLADIUM ETF TRUST$2.1M0.82%23,147CommonNONE
92204A801VAWVANGUARD WORLD FD$1.8M0.71%8,751CommonNONE
92204A306VDEVANGUARD WORLD FD$1.8M0.69%14,292CommonNONE
46137V142PHOINVESCO EXCHANGE TRADED FD T$1.5M0.57%21,335CommonNONE
92204A405VFHVANGUARD WORLD FD$1.3M0.50%11,953CommonNONE
92204A603VISVANGUARD WORLD FD$1.3M0.49%4,938CommonNONE
81369Y407XLYSELECT SECTOR SPDR TR$1.2M0.46%6,027CommonNONE
92204A702VGTVANGUARD WORLD FD$1.2M0.45%2,049CommonNONE
46625H100JPMJPMORGAN CHASE & CO.$1.1M0.44%5,514CommonNONE
464287614IWFISHARES TR$815,3630.31%2,202CommonNONE
149123101CATCATERPILLAR INC$802,8410.31%2,046CommonNONE
46432F842IEFAISHARES TR$800,3630.31%10,338CommonNONE
931142103WMTWALMART INC$730,4230.28%8,988CommonNONE
911460103UBFOUNITED SEC BANCSHARES CALIF$715,8390.27%83,044CommonNONE
78464A763SDYSPDR SER TR$657,6340.25%4,635CommonNONE
060505104BACBANK AMERICA CORP$617,0570.24%15,733CommonNONE
30231G102XOMEXXON MOBIL CORP$584,0520.22%4,870CommonNONE
464287523SOXXISHARES TR$491,1270.19%2,191CommonNONE
532457108LLYELI LILLY & CO$480,7700.18%544CommonNONE
464287234EEMISHARES TR$475,4580.18%10,294CommonNONE
922042874VGKVANGUARD INTL EQUITY INDEX F$397,0030.15%5,646CommonNONE
46137V357RSPINVESCO EXCHANGE TRADED FD T$388,6760.15%2,181CommonNONE
464287184FXIISHARES TR$381,3600.15%12,000CALLNONE
166764100CVXCHEVRON CORP NEW$357,6080.14%2,389CommonNONE
281020107EIXEDISON INTL$332,6410.13%3,792CommonNONE
464287192IYTISHARES TR$321,7640.12%4,726CommonNONE
682680103OKEONEOK INC NEW$312,6730.12%3,388CommonNONE
594918104MSFTMICROSOFT CORP$294,8490.11%701CommonNONE
78464A888XHBSPDR SER TR$291,5420.11%2,345CommonNONE
084423102WRBBERKLEY W R CORP$291,4560.11%5,090CommonNONE
76954A103RIVNRIVIAN AUTOMOTIVE INC$287,2320.11%25,600CALLNONE
203937107CWBCCOMMUNITY WEST BANCSHARES NE$280,3130.11%14,910CommonNONE
580135101MCDMCDONALDS CORP$223,3950.09%737CommonNONE
032654105ADIANALOG DEVICES INC$221,1650.08%989CommonNONE
92189F700MOOVANECK ETF TRUST$219,8000.08%2,916CommonNONE
36242H104XGDVXGABELLI DIVID & INCOME TR$218,6500.08%9,031CommonNONE
713448108PEPPEPSICO INC$216,6260.08%1,264CommonNONE
744320102PRUPRUDENTIAL FINL INC$212,2780.08%1,778CommonNONE
746922103PMOPUTNAM MUN OPPORTUNITIES TR$128,6930.05%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.