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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 : 33     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
   (JPST)1 Year Chart         JPST Jp Morgan Ultra Short Incom... 3 - $0.00 $1,150,000 22,799 2.22% 116,000 2,211 0.003    N/A
   (STX)1 Year Chart         STX Seagate Technology 17 - $103.86 $537,000 5,775 1.04% 261,000 2,537 0.003    Data Storage Devices
   (NRG)1 Year Chart         NRG NRG Energy Inc 18 - $78.64 $508,000 7,500 0.98% 295,000 3,377 0.003    Electric Utilities
   (IEFA)1 Year Chart         IEFA Ishares Core Msci Eafe 19 - $0.00 $485,000 6,531 0.94% 35,000 132 0    N/A
   (IP)1 Year Chart         IP International Paper Co 20 - $44.89 $477,000 12,224 0.92% 229,000 5,360 0.003    Paper & Paper Products
   (KMB)1 Year Chart         KMB Kimberly Clark Corp 21 - $139.49 $476,000 3,680 0.92% 44,000 128 0.001    Paper & Paper Products
   (WSO)1 Year Chart         WSO Watsco Inc 22 - $477.99 $470,000 1,088 0.91% 185,000 424 0.003    Building Materials Wh...
   (VZ)1 Year Chart         VZ Verizon Communications Inc 23 - $39.67 $466,000 11,104 0.9% 218,000 4,524 0    Telecom Services - Do...
   (LYB)1 Year Chart         LYB LyondellBasell Industries N.V. 24 - $93.54 $464,000 4,536 0.9% 216,000 1,930 0.001    Specialty Chemicals
   (MCD)1 Year Chart         MCD McDonalds Corp 25 - $253.58 $463,000 1,643 0.89% 39,000 212 0    Restaurants
   (PRU)1 Year Chart         PRU Prudential Financial Inc 28 - $113.11 $440,000 3,751 0.85% 206,000 1,492 0.001    Life & Health Insurance
   (IBM)1 Year Chart         IBM International Business Mach... 30 - $169.21 $436,000 2,285 0.84% 207,000 883 0    Diversified Computer ...
   (PM)1 Year Chart         PM Philip Morris International... 31 - $102.20 $434,000 4,737 0.84% 186,000 2,099 0    Cigarettes & Other To...
   (CVX)1 Year Chart         CVX Chevron Corp 33 - $152.57 $427,000 2,705 0.82% 179,000 1,041 0    Integrated Oil & Gas
   (USB)1 Year Chart         USB US Bancorp Delaware 35 - $38.83 $411,000 9,194 0.79% 193,000 4,159 0.001    Domestic Regional Banks
   (KEY)1 Year Chart         KEY Keycorp 38 - $13.36 $395,000 24,962 0.76% 196,000 11,151 0.003    Domestic Money Center...
   (F)1 Year Chart         F Ford Motor Co 41 - $12.50 $377,000 28,360 0.73% 177,000 11,987 0.001    Auto Manufacturers
   (EMR)1 Year Chart         EMR Emerson Electric Co 43 - $106.46 $372,000 3,284 0.72% 167,000 1,178 0.001    Industrial Electrical...
   (CMA)1 Year Chart         CMA Comerica Inc 45 - $46.82 $359,000 6,531 0.69% 158,000 2,928 0.005    Domestic Regional Banks
   (T)1 Year Chart         T AT&T Corp 51 - $17.64 $344,000 19,528 0.66% 131,000 6,842 0    Long Distance Carriers
   (HBAN)1 Year Chart         HBAN Huntington Bancshares Inc 60 - $12.37 $323,000 23,145 0.62% 153,000 9,753 0.002    Domestic Regional Banks
   (TSCO)1 Year Chart         TSCO Tractor Supply Co 62 - $280.25 $314,000 1,198 0.61% 96,000 182 0.001    Specialty Retail, Other
   (WMT)1 Year Chart         WMT Wal-Mart Stores Inc 69 - $60.24 $279,000 4,634 0.54% 32,000 3,068 0    Discount, Variety Stores
   (CL)1 Year Chart         CL Colgate Palmolive Co 76 - $94.62 $269,000 2,988 0.52% 62,000 396 0    Personal Products
   (ADP)1 Year Chart         ADP Automatic Data Processing Inc 79 - $242.62 $266,000 1,064 0.51% 65,000 202 0    Business Software & S...
   (PEP)1 Year Chart         PEP Pepsico Inc 83 - $163.81 $260,000 1,486 0.5% 59,000 301 0    Beverage Soft Drinks...
   (CLX)1 Year Chart         CLX Clorox Co 84 - $133.70 $256,000 1,670 0.49% 33,000 108 0.001    Cleaning Products
   (PAYX)1 Year Chart         PAYX Paychex Inc 88 - $121.99 $249,000 2,026 0.48% 26,000 151 0.001    Staffing & Outsourcin...
   (UNH)1 Year Chart         UNH Unitedhealth Group Inc 101 - $497.12 $228,000 460 0.44% 27,000 78 0    Health Care Plans
   (NWL)1 Year Chart         NWL Newell Rubbermaid Inc 105 - $6.97 $217,000 27,073 0.42% 87,000 12,069 0.006    Housewares & Accessories
   (JPC)1 Year Chart         JPC Nuveen Multi-Strategy Incom... 108 - $7.43 $149,000 20,674 0.29% 12,000 383 0.02    Closed - End Fund - Debt
   (PHK)1 Year Chart         PHK Pimco High Income Fund 109 - $4.79 $112,000 22,655 0.22% 2,000 600 0.018    Closed - End Fund - Debt
   (NYCB)1 Year Chart         NYCB New York Community Bancorp Inc 110 - $3.05 $82,000 25,430 0.16% -40,000 13,477 0.004    Savings & Loans

      33 Records Found
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