Private Wealth Advisors, LLC
Private Wealth Advisors, LLC is an SEC-registered investment advisory firm headquartered in Fresno, California. The firm was founded in 2009 and has approximately 6 employees. They provide comprehensive investment management, financial planning, and wealth advisory services to high-net-worth individuals, families, and select institutions.
Investment Strategy
Private Wealth Advisors, LLC employs a personalized investment approach, focusing on comprehensive wealth management and tailored financial strategies. Their philosophy emphasizes building long-term relationships with clients, managing risk, and providing objective advice aimed at growing and preserving wealth. The firm leverages a broad array of asset classes and financial planning techniques to address the unique goals and challenges of each client.
Top Holdings
Equity Positions (81)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
G GLD | SPDR GOLD TR | 8.07% | $22.0M | 72,140 | $160.86 | $304.83 | +$940.7K |
D DEM | WISDOMTREE TR | 4.24% | $11.6M | 255,213 | $42.55 | $45.29 | +$4.5M |
X XLP | SELECT SECTOR SPDR TR | 3.73% | $10.2M | 125,368 | $73.35 | $80.97 | +$3.0M |
X XLB | SELECT SECTOR SPDR TR | 3.34% | $9.1M | 103,590 | $64.37 | $87.81 | +$97.2K |
X XLI | SELECT SECTOR SPDR TR | 3.27% | $8.9M | 60,475 | $95.21 | $147.52 | +$869.3K |
Options Positions (3)
| Ticker | Security | Action | Type | Notional Value | Contracts | Underlying Price | Premium Paid | Change (Contracts) | Change (Value) |
|---|---|---|---|---|---|---|---|---|---|
G GLD | SPDR GOLD TR | Sold | Put | $13.3M | 436 | $304.83 | $243.90 | -319 | -$8.5M |
A ADM | ARCHER DANIELS MIDLAND CO | — | Put | $4.0M | 752 | $52.78 | $70.90 | 0 | +$358.7K |
R RIVN | RIVIAN AUTOMOTIVE INC | Sold | Call | $384.7K | 280 | $13.74 | $12.01 | -109 | -$99.6K |