MondegarAI
Private Wealth Advisors, LLC

Q1 2025 · 13F-HR

Private Wealth Advisors, LLCholdings as filed

Filed 2025-05-12 · accession 0001172661-25-001651

$276.5M
Reported value
85
Positions
2025-03-31
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
78463V107GLDSPDR GOLD TR$21.8M7.87%75,500PUTNONE
78463V107GLDSPDR GOLD TR$21.0M7.61%73,054CommonNONE
78463X202FEZSPDR INDEX SHS FDS$12.5M4.54%230,500PUTNONE
81369Y209XLVSELECT SECTOR SPDR TR$10.8M3.92%74,153CommonNONE
81369Y100XLBSELECT SECTOR SPDR TR$9.0M3.25%104,664CommonNONE
81369Y704XLISELECT SECTOR SPDR TR$8.1M2.91%61,433CommonNONE
922908744VTVVANGUARD INDEX FDS$7.8M2.82%45,154CommonNONE
81369Y605XLFSELECT SECTOR SPDR TR$7.7M2.79%154,983CommonNONE
922042866VPLVANGUARD INTL EQUITY INDEX F$7.5M2.71%103,436CommonNONE
922042858VWOVANGUARD INTL EQUITY INDEX F$7.3M2.66%162,303CommonNONE
81369Y308XLPSELECT SECTOR SPDR TR$7.2M2.60%87,899CommonNONE
97717W315DEMWISDOMTREE TR$7.0M2.55%167,362CommonNONE
464287309IVWISHARES TR$6.6M2.39%71,289CommonNONE
81369Y803XLKSELECT SECTOR SPDR TR$6.5M2.36%31,638CommonNONE
78463X202FEZSPDR INDEX SHS FDS$6.4M2.33%118,399CommonNONE
46434V738IEURISHARES TR$6.0M2.16%99,144CommonNONE
46435G334EWUISHARES TR$5.4M1.94%143,254CommonNONE
81369Y886XLUSELECT SECTOR SPDR TR$5.4M1.94%67,889CommonNONE
81369Y506XLESELECT SECTOR SPDR TR$5.3M1.93%57,107CommonNONE
46138W107FXYINVESCO CURRENCYSHARES JAPAN$4.9M1.77%79,418CommonNONE
46140H106DBAINVESCO DB MULTI-SECTOR COMM$4.9M1.76%185,287CommonNONE
464287432TLTISHARES TR$4.8M1.75%53,199CommonNONE
00206R102TAT&T INC$4.6M1.65%161,432CommonNONE
46090F308PDBAINVESCO ACTVELY MNGD ETC FD$4.2M1.52%119,320CommonNONE
81369Y860XLRESELECT SECTOR SPDR TR$4.1M1.50%98,877CommonNONE
039483102ADMARCHER DANIELS MIDLAND CO$3.7M1.32%76,081CommonNONE
75281A109RRCRANGE RES CORP$3.6M1.32%91,360CommonNONE
464286822EWWISHARES INC$3.6M1.31%70,960CommonNONE
039483102ADMARCHER DANIELS MIDLAND CO$3.6M1.31%75,200PUTNONE
464288281EMBISHARES TR$3.5M1.26%38,565CommonNONE
464286517LEMBISHARES INC$3.4M1.24%91,782CommonNONE
464287655IWMISHARES TR$3.4M1.21%16,838CommonNONE
46428Q109SLVISHARES SILVER TR$3.2M1.16%103,232CommonNONE
78464A755XMESPDR SER TR$2.9M1.06%52,334CommonNONE
81369Y852XLCSELECT SECTOR SPDR TR$2.8M1.01%29,013CommonNONE
92189F106GDXVANECK ETF TRUST$2.8M1.00%60,223CommonNONE
037833100AAPLAPPLE INC$2.6M0.94%11,761CommonNONE
72201R304LTPZPIMCO ETF TR$2.6M0.94%47,541CommonNONE
46429B598INDAISHARES TR$2.6M0.94%50,524CommonNONE
464287465EFAISHARES TR$2.5M0.89%30,056CommonNONE
85208P303URNMSPROTT FDS TR$2.3M0.82%69,852CommonNONE
92204A306VDEVANGUARD WORLD FD$1.9M0.67%14,263CommonNONE
464286780EZAISHARES INC$1.7M0.62%35,780CommonNONE
92204A801VAWVANGUARD WORLD FD$1.7M0.60%8,761CommonNONE
92204A405VFHVANGUARD WORLD FD$1.4M0.52%11,953CommonNONE
46137V142PHOINVESCO EXCHANGE TRADED FD T$1.4M0.50%21,540CommonNONE
46625H100JPMJPMORGAN CHASE & CO.$1.4M0.49%5,510CommonNONE
92189F817VNMVANECK ETF TRUST$1.2M0.44%98,524CommonNONE
92204A603VISVANGUARD WORLD FD$1.2M0.44%4,954CommonNONE
003262102PALLABRDN PALLADIUM ETF TRUST$1.1M0.40%12,204CommonNONE
038222105AMATAPPLIED MATLS INC$1.1M0.40%7,561CommonNONE
81369Y407XLYSELECT SECTOR SPDR TR$1.1M0.39%5,531CommonNONE
24661P807DCTHDELCATH SYS INC$1.1M0.39%85,193CommonNONE
92204A702VGTVANGUARD WORLD FD$1.1M0.38%1,942CommonNONE
931142103WMTWALMART INC$803,6040.29%9,154CommonNONE
464287614IWFISHARES TR$795,2130.29%2,202CommonNONE
464286608EZUISHARES INC$733,7850.27%13,780CommonNONE
46432F842IEFAISHARES TR$716,0270.26%9,465CommonNONE
060505104BACBANK AMERICA CORP$658,2710.24%15,775CommonNONE
78470E700XCNYSPDR INDEX SHS FDS$620,3090.22%26,601CommonNONE
78464A763SDYSPDR SER TR$615,1670.22%4,534CommonNONE
30231G102XOMEXXON MOBIL CORP$581,7410.21%4,891CommonNONE
78464A664SPTLSPDR SER TR$551,9880.20%20,249CommonNONE
92206C664VTWOVANGUARD SCOTTSDALE FDS$527,0480.19%6,535CommonNONE
76954A103RIVNRIVIAN AUTOMOTIVE INC$484,3050.18%38,900CALLNONE
911460103UBFOUNITED SEC BANCSHARES CALIF$461,5750.17%51,515CommonNONE
532457108LLYELI LILLY & CO$444,6620.16%538CommonNONE
46137V357RSPINVESCO EXCHANGE TRADED FD T$438,9650.16%2,534CommonNONE
464287523SOXXISHARES TR$409,1180.15%2,174CommonNONE
166764100CVXCHEVRON CORP NEW$404,6560.15%2,419CommonNONE
464287234EEMISHARES TR$403,0450.15%9,223CommonNONE
922042874VGKVANGUARD INTL EQUITY INDEX F$395,0610.14%5,627CommonNONE
084423102WRBBERKLEY W R CORP$363,1690.13%5,104CommonNONE
682680103OKEONEOK INC NEW$342,7970.12%3,455CommonNONE
464287192IYTISHARES TR$295,4420.11%4,614CommonNONE
203937107CWBCCOMMUNITY WEST BANCSHARES NE$278,8340.10%15,088CommonNONE
594918104MSFTMICROSOFT CORP$263,9460.10%703CommonNONE
78468R101SPTSSPDR SER TR$248,9490.09%8,514CommonNONE
580135101MCDMCDONALDS CORP$232,7130.08%745CommonNONE
281020107EIXEDISON INTL$228,9780.08%3,886CommonNONE
36242H104XGDVXGABELLI DIVID & INCOME TR$223,7360.08%9,272CommonNONE
78464A888XHBSPDR SER TR$218,0510.08%2,250CommonNONE
46120E602ISRGINTUITIVE SURGICAL INC$203,5560.07%411CommonNONE
149123101CATCATERPILLAR INC$200,8870.07%609CommonNONE
746922103PMOPUTNAM MUN OPPORTUNITIES TR$119,9800.04%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.