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Home > Institutional Investor > Private Wealth Advisors, Inc. > Profile

Instuitional Investor - Private Wealth Advisors, Inc.

Fund Profile
Filing Period:
Fund Name: Private Wealth Advisors, Inc.
Portfolio Value $175,491,000
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 150,104 $19,917,000 11.34%
2.
Amazon Com Inc
 AMZN 63,940 $10,414,000 5.93%
3.
Alphabet Inc.
 GOOG 104,040 $9,117,000 5.19%
4.
Invesco Qqq Tr
 28,170 $8,838,000 5.03%
5.
Microsoft Corp
 MSFT 34,117 $7,588,000 4.32%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through Feb 16th, 2024)