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Home > Institutional Investor > International Private Wealth Advisors Llc > Profile

Instuitional Investor - International Private Wealth Advisors Llc

Fund Profile
Filing Period:
Fund Name: International Private Wealth Advisors Llc
Portfolio Value $104,337,040
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr S & P 500 Etf Trust
 SPY 12,337 $6,900,947 6.61%
2.
Apple Inc.
 AAPL 20,814 $4,623,331 4.43%
3.
Spdr Index Shs Fds
 104,175 $3,793,000 3.64%
4.
Etf Opportunities Trust
 140,252 $3,240,523 3.11%
5.
Spdr Ser Tr
 106,489 $2,950,801 2.83%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)