MondegarAI
Private Wealth Advisors, LLC

Q4 2024 · 13F-HR

Private Wealth Advisors, LLCholdings as filed

Filed 2025-02-05 · accession 0001172661-25-000517

$255.0M
Reported value
88
Positions
2024-12-31
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
78463V107GLDSPDR GOLD TR$18.0M7.05%74,225CommonNONE
78463V107GLDSPDR GOLD TR$17.6M6.89%72,600PUTNONE
81369Y308XLPSELECT SECTOR SPDR TR$11.3M4.42%143,244CommonNONE
81369Y209XLVSELECT SECTOR SPDR TR$11.1M4.36%80,886CommonNONE
81369Y803XLKSELECT SECTOR SPDR TR$8.7M3.42%37,490CommonNONE
81369Y100XLBSELECT SECTOR SPDR TR$8.7M3.40%103,092CommonNONE
922908744VTVVANGUARD INDEX FDS$7.7M3.02%45,489CommonNONE
78463X202FEZSPDR INDEX SHS FDS$7.4M2.89%153,176CommonNONE
464287309IVWISHARES TR$7.3M2.86%71,914CommonNONE
922042866VPLVANGUARD INTL EQUITY INDEX F$7.1M2.78%99,861CommonNONE
81369Y605XLFSELECT SECTOR SPDR TR$6.8M2.66%140,515CommonNONE
97717W315DEMWISDOMTREE TR$6.6M2.58%162,607CommonNONE
922042858VWOVANGUARD INTL EQUITY INDEX F$5.9M2.31%133,646CommonNONE
46434V738IEURISHARES TR$5.8M2.29%108,041CommonNONE
81369Y886XLUSELECT SECTOR SPDR TR$5.2M2.05%68,980CommonNONE
46140H106DBAINVESCO DB MULTI-SECTOR COMM$5.0M1.94%186,236CommonNONE
46434G764EMXCISHARES INC$4.9M1.92%88,389CommonNONE
81369Y506XLESELECT SECTOR SPDR TR$4.8M1.88%55,956CommonNONE
464287655IWMISHARES TR$4.6M1.81%20,859CommonNONE
81369Y704XLISELECT SECTOR SPDR TR$4.6M1.79%34,584CommonNONE
464287432TLTISHARES TR$4.4M1.71%50,072CommonNONE
46435G334EWUISHARES TR$4.3M1.67%125,909CommonNONE
46090F308PDBAINVESCO ACTVELY MNGD ETC FD$4.2M1.64%118,223CommonNONE
81369Y860XLRESELECT SECTOR SPDR TR$4.0M1.57%98,386CommonNONE
039483102ADMARCHER DANIELS MIDLAND CO$3.8M1.50%75,786CommonNONE
039483102ADMARCHER DANIELS MIDLAND CO$3.8M1.49%75,200PUTNONE
00206R102TAT&T INC$3.7M1.44%161,768CommonNONE
46138W107FXYINVESCO CURRENCYSHARES JAPAN$3.6M1.40%61,028CommonNONE
464288281EMBISHARES TR$3.4M1.32%37,855CommonNONE
75281A109RRCRANGE RES CORP$3.3M1.30%91,883CommonNONE
464286517LEMBISHARES INC$3.3M1.28%90,700CommonNONE
037833100AAPLAPPLE INC$3.0M1.18%12,012CommonNONE
78464A755XMESPDR SER TR$2.9M1.14%51,110CommonNONE
81369Y852XLCSELECT SECTOR SPDR TR$2.8M1.11%29,264CommonNONE
46428Q109SLVISHARES SILVER TR$2.7M1.06%103,107CommonNONE
85208P303URNMSPROTT FDS TR$2.7M1.06%66,893CommonNONE
464286822EWWISHARES INC$2.7M1.06%57,525CommonNONE
72201R304LTPZPIMCO ETF TR$2.4M0.95%46,297CommonNONE
464287465EFAISHARES TR$2.2M0.88%29,524CommonNONE
92189F106GDXVANECK ETF TRUST$2.0M0.80%60,372CommonNONE
464287432TLTISHARES TR$2.0M0.77%22,500CALLNONE
92204A306VDEVANGUARD WORLD FD$1.7M0.68%14,221CommonNONE
92204A801VAWVANGUARD WORLD FD$1.6M0.64%8,726CommonNONE
92204A405VFHVANGUARD WORLD FD$1.4M0.55%11,925CommonNONE
46137V142PHOINVESCO EXCHANGE TRADED FD T$1.4M0.55%21,343CommonNONE
46625H100JPMJPMORGAN CHASE & CO.$1.3M0.52%5,497CommonNONE
92204A702VGTVANGUARD WORLD FD$1.3M0.50%2,045CommonNONE
92204A603VISVANGUARD WORLD FD$1.3M0.49%4,940CommonNONE
81369Y407XLYSELECT SECTOR SPDR TR$1.2M0.49%5,556CommonNONE
003262102PALLABRDN PALLADIUM ETF TRUST$997,3120.39%11,941CommonNONE
594972408MSTRMICROSTRATEGY INC$926,7840.36%3,200PUTNONE
464287614IWFISHARES TR$884,3820.35%2,202CommonNONE
931142103WMTWALMART INC$801,1890.31%8,868CommonNONE
46432F842IEFAISHARES TR$698,1610.27%9,934CommonNONE
060505104BACBANK AMERICA CORP$692,3480.27%15,753CommonNONE
46138W107FXYINVESCO CURRENCYSHARES JAPAN$679,9920.27%11,600CALLNONE
464286608EZUISHARES INC$650,4160.26%13,780CommonNONE
78470E700XCNYSPDR INDEX SHS FDS$638,4240.25%26,601CommonNONE
78464A763SDYSPDR SER TR$607,1890.24%4,596CommonNONE
92206C664VTWOVANGUARD SCOTTSDALE FDS$604,4960.24%6,767CommonNONE
78464A664SPTLSPDR SER TR$532,2330.21%20,322CommonNONE
30231G102XOMEXXON MOBIL CORP$524,3220.21%4,874CommonNONE
911460103UBFOUNITED SEC BANCSHARES CALIF$519,9600.20%51,481CommonNONE
149123101CATCATERPILLAR INC$495,1610.19%1,365CommonNONE
464287523SOXXISHARES TR$468,4140.18%2,174CommonNONE
46137V357RSPINVESCO EXCHANGE TRADED FD T$441,9300.17%2,522CommonNONE
76954A103RIVNRIVIAN AUTOMOTIVE INC$441,5600.17%33,200CALLNONE
594972408MSTRMICROSTRATEGY INC$435,2990.17%1,503CommonNONE
532457108LLYELI LILLY & CO$414,9010.16%537CommonNONE
464287234EEMISHARES TR$400,8030.16%9,584CommonNONE
922042874VGKVANGUARD INTL EQUITY INDEX F$359,0810.14%5,657CommonNONE
166764100CVXCHEVRON CORP NEW$347,0730.14%2,396CommonNONE
682680103OKEONEOK INC NEW$343,3090.13%3,419CommonNONE
464287192IYTISHARES TR$312,4740.12%4,624CommonNONE
78468R101SPTSSPDR SER TR$310,4940.12%10,703CommonNONE
281020107EIXEDISON INTL$305,5510.12%3,827CommonNONE
084423102WRBBERKLEY W R CORP$298,2700.12%5,097CommonNONE
594918104MSFTMICROSOFT CORP$295,8510.12%702CommonNONE
203937107CWBCCOMMUNITY WEST BANCSHARES NE$290,4280.11%14,994CommonNONE
717081103PFEPFIZER INC$261,0000.10%10,000CALLNONE
78464A888XHBSPDR SER TR$245,0760.10%2,345CommonNONE
36242H104XGDVXGABELLI DIVID & INCOME TR$220,6810.09%9,138CommonNONE
05464C101AXONAXON ENTERPRISE INC$218,7100.09%368CommonNONE
580135101MCDMCDONALDS CORP$214,7070.08%741CommonNONE
46120E602ISRGINTUITIVE SURGICAL INC$214,5260.08%411CommonNONE
744320102PRUPRUDENTIAL FINL INC$210,8680.08%1,779CommonNONE
032654105ADIANALOG DEVICES INC$210,1870.08%989CommonNONE
746922103PMOPUTNAM MUN OPPORTUNITIES TR$119,2740.05%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.