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  Name: Private Wealth Advisors LLC
  City: Fresno
  State: CA
  Zip: 93720
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $238,852,000
  Total Value Change : $7,006,000
  Securities Held Change : 6
   
All Securities Held : 74
  New Positions : 8
  Closed Positions : 2
  Increased Positions : 14
  Unchanged Positions : 3
  Decreased Positions : 49

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 13     View All Holdings Currently Viewing:  Increased Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (ADM)1 Year Chart         ADM Archer Daniels Midland Co 18 - $60.49 $4,724,000 75,218 1.98% -692,000 225 0.014    Food - Major Diversified
   (TLO)1 Year Chart         TLO Talon Metals Corp 26 - $27.08 $3,414,000 122,201 1.43% 195,000 11,261 0.022    Closed - End Fund - E...
   (LTPZ)1 Year Chart         LTPZ Pimco ETF Trust 35 - $54.12 $2,181,000 39,249 0.91% -11,000 580 0.571    N/A
   (VFH)1 Year Chart         VFH Vanguard Financial VIPERS 45 - $101.13 $1,233,000 12,043 0.52% 122,000 4 0.012    Closed - End Fund - E...
   (UBFO)1 Year Chart         UBFO United Security Bancshares 52 - $7.30 $621,000 80,512 0.26% -46,000 1,168 0.477    Domestic Regional Banks
   (BAC)1 Year Chart         BAC Bank of America Corp 54 - $39.70 $603,000 15,891 0.25% 69,000 25 0    Domestic Money Center...
   (XOM)1 Year Chart         XOM Exxon Mobil Corp 55 - $113.42 $570,000 4,904 0.24% 80,000 3 0    Integrated Oil & Gas
   (WMT)1 Year Chart         WMT Wal-Mart Stores Inc 56 - $60.24 $538,000 8,938 0.23% 69,000 5,965 0    Discount, Variety Stores
   (SOXX)1 Year Chart         SOXX iShares S&P GSTI Semiconductor 58 - $238.56 $495,000 2,190 0.21% 67,000 1,447 0.018    Closed - End Fund - E...
   (IYT)1 Year Chart         IYT iShares DJ Trnsp Avg Indx Fd 63 - $0.00 $347,000 4,930 0.15% 12,000 3,652 0.086    Closed - End Fund - E...
   (WRB)1 Year Chart         WRB WR Berkley Corporation 64 - $79.29 $299,000 3,384 0.13% 60,000 5 0.001    Property & Casualty I...
   (CVCY)1 Year Chart         CVCY Central Valley Community Ba... 66 - $19.89 $293,000 14,719 0.12% -34,000 99 0.118    Domestic Regional Banks
   (EIX)1 Year Chart         EIX Edison International 68 - $74.57 $263,000 3,714 0.11% 1,000 43 0.001    Electric Utilities

      13 Records Found
  1    
Page 1 of 1
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