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  Name: International Private Wealth Advisors LLC
  City: SAN DIEGO
  State: CA
  Zip: 92108
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $51,816,000
  Total Value Change : $-49,274,000
  Securities Held Change : 5
   
All Securities Held : 111
  New Positions : 36
  Closed Positions : 31
  Increased Positions : 33
  Unchanged Positions : 2
  Decreased Positions : 40

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Holdings Found : 35     View All Holdings Currently Viewing:  New 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
   (OKE)1 Year Chart         OKE ONEOK Inc 40 New $80.06 $384,000 4,789 0.74% 384,000 4,789 0.001    Gas Utilities
   (FITB)1 Year Chart         FITB Fifth Third Bancorp 42 New $35.98 $376,000 10,092 0.73% 376,000 10,092 0.001    Domestic Regional Banks
   (GLDM)1 Year Chart         GLDM Spdr Gold Minishares Trust 44 New $46.18 $369,000 8,376 0.71% 369,000 8,376 0.004    N/A
   (FNF)1 Year Chart         FNF Fidelity National Financial... 47 New $49.15 $357,000 6,717 0.69% 357,000 6,717 0.002    Surety & Title Insurance
   (NI)1 Year Chart         NI NiSource Inc 48 New $28.07 $356,000 12,870 0.69% 356,000 12,870 0.003    Multi Utilities
   (PEG)1 Year Chart         PEG Public Service Enterprise G... 50 New $73.29 $355,000 5,312 0.69% 355,000 5,312 0.001    Multi Utilities
   (PFG)1 Year Chart         PFG Principal Financial Group Inc 52 New $78.38 $337,000 3,905 0.65% 337,000 3,905 0.001    Life & Health Insurance
   (CFG)1 Year Chart         CFG Citizens Financial Group, Inc. 53 New $34.77 $335,000 9,230 0.65% 335,000 9,230 0.002    N/A
   (ETR)1 Year Chart         ETR Entergy Corp 54 New $106.05 $334,000 3,164 0.64% 334,000 3,164 0.002    Electric Utilities
   (EIX)1 Year Chart         EIX Edison International 55 New $71.48 $333,000 4,707 0.64% 333,000 4,707 0.001    Electric Utilities
   (BBT)1 Year Chart         BBT Truist Financial Corp 56 New $35.64 $330,000 8,472 0.64% 330,000 8,472 0.001    Domestic Regional Banks
   (D)1 Year Chart         D Dominion Energy Inc 57 New $49.42 $329,000 6,694 0.63% 329,000 6,694 0.001    Electric Utilities
   (OMC)1 Year Chart         OMC Omnicom Group Inc 58 New $91.16 $327,000 3,376 0.63% 327,000 3,376 0.002    Advertising Agencies
   (VLO)1 Year Chart         VLO Valero Energy Corp 59 New $149.94 $325,000 1,905 0.63% 325,000 1,905 0    Oil & Gas Refining, P...
   (BEN)1 Year Chart         BEN Franklin Resources Inc 61 New $22.40 $316,000 11,248 0.61% 316,000 11,248 0.002    Asset Management
   (CMS)1 Year Chart         CMS CMS Energy Corp 65 New $58.94 $309,000 5,126 0.6% 309,000 5,126 0.002    Multi Utilities
   (MRK)1 Year Chart         MRK Merck & Co Inc 64 New $131.20 $309,000 2,345 0.6% 309,000 2,345 0    Drug Manufacturers - ...
   (AEP)1 Year Chart         AEP American Electric Power Co Inc 66 New $87.55 $292,000 3,386 0.56% 292,000 3,386 0.001    Electric Utilities
   (HPQ)1 Year Chart         HPQ HP Inc 67 New $36.75 $291,000 9,642 0.56% 291,000 9,642 0.001    Diversified Computer ...
   (EXC)1 Year Chart         EXC Exelon Corp 68 New $34.89 $284,000 7,562 0.55% 284,000 7,562 0.001    Multi Utilities
   (MKC)1 Year Chart         MKC McCormick & Co Inc 70 New $68.63 $278,000 3,614 0.54% 278,000 3,614 0.002    Processed & Packaged ...
   (IVZ)1 Year Chart         IVZ Invesco Plc (ADR) 72 New $14.78 $277,000 16,691 0.53% 277,000 16,691 0.004    Asset Management
   (LNT)1 Year Chart         LNT Alliant Energy Corp 77 New $49.62 $269,000 5,341 0.52% 269,000 5,341 0.002    Multi Utilities
   (DTE)1 Year Chart         DTE DTE Energy Co 78 New $110.57 $268,000 2,389 0.52% 268,000 2,389 0.001    Electric Utilities
   (IPG)1 Year Chart         IPG Interpublic Group of Companies 80 New $29.58 $265,000 8,109 0.51% 265,000 8,109 0.002    Advertising Agencies
   (PPL)1 Year Chart         PPL PPL Corp 81 New $28.04 $262,000 9,529 0.51% 262,000 9,529 0.001    Electric Utilities
   (SON)1 Year Chart         SON Sonoco Products Co 85 New $57.05 $251,000 4,345 0.48% 251,000 4,345 0.007    Paper & Paper Products
   (JNK)1 Year Chart         JNK Spdr Lehman Hyb Etf 86 New $94.57 $251,000 2,638 0.48% 251,000 2,638 0.002    Closed - End Fund - E...
   (MO)1 Year Chart         MO Altria Group Inc 90 New $44.80 $247,000 5,668 0.48% 247,000 5,668 0.001    Cigarettes & Other To...
   (OGE)1 Year Chart         OGE OGE Energy Corp 93 New $35.11 $244,000 7,100 0.47% 244,000 7,100 0.005    Electric Utilities
   (FE)1 Year Chart         FE FirstEnergy Corp 94 New $39.24 $244,000 6,310 0.47% 244,000 6,310 0.001    Electric Utilities
   (NVO)1 Year Chart         NVO Novo Nordisk A/S (ADR) 95 New $140.80 $241,000 1,874 0.47% 241,000 1,874 0    Drug Manufacturers - ...
   (WBA)1 Year Chart         WBA Walgreens Boots Alliance, Inc. 98 New $16.11 $234,000 10,808 0.45% 234,000 10,808 0.001    N/A
   (WEC)1 Year Chart         WEC WEC Energy Group Inc 103 New $78.05 $220,000 2,683 0.42% 220,000 2,683 0.001    Multi Utilities
   (RYH)1 Year Chart         RYH Invesco S&P 500 Equal Wt Hl... 106 New $30.25 $212,000 6,680 0.41% 212,000 6,680 0.007    Closed - End Fund - E...

      35 Records Found
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