• 13F History

International Private Wealth Advisors LLC

13F Filings History

Latest 13F report
Q1 2025 - Apr 14, 2025
Value $
$104M
Signature - Title
Todd Lunsford - Chief Compliance Officer
Location
San Diego, CA
Summary
This page shows a list of all the recent 13F filings made by International Private Wealth Advisors LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. International Private Wealth Advisors LLC reported 153 stock holdings with total value $104M as of Q1 2025. Top holdings included SPY, AAPL, SPDW, DYFI, and CERY.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q1 2025 153 $104M +$12.7M -$7.59M +$5.09M SPY, AAPL, SPDW, DYFI, CERY 13F-HR 4/14/2025, 05:15 PM
Q4 2024 152 $100M +$37.2M -$1.94M +$35.2M SPY, AAPL, DYFI, AMZN, NVDA 13F-HR 1/29/2025, 10:39 AM
Q3 2024 121 $68.2M +$9.49M -$4.66M +$4.83M SPY, DYFI, AAPL, XLSR, SCHX 13F-HR 11/6/2024, 10:34 AM
Q2 2024 121 $59.3M +$12.4M -$4.62M +$7.79M SPY, DYFI, SCHX, SPDW, JPST 13F-HR 7/31/2024, 05:24 PM
Q1 2024 111 $51.8M +$18M -$69.2M -$51.2M SPY, DYFI, SCHX, JPST, COST 13F-HR 5/10/2024, 10:14 AM
Q4 2023 106 $101M $0 $0 SPLG, SPDW, SPY, XLSR, IEMG 13F-HR 5/10/2024, 09:09 AM