🎉 Founding Member Beta — Join our Discord and get 3 months of Pro free. Learn more →

Private Wealth Advisors, Inc. 13F Filings, Portfolio & Analysis

CIK: 0001462525
Greensburg 4900 Perry Highway, Suite 300
Zip Code: 15229
Latest Portfolio Value
$175.49 M
+12.28%
Total Holdings
123
12
Latest Report Date
Q4 2020
Top 10 Concentration
46.61%

Private Wealth Advisors, Inc. — Portfolio Overview & Company Profile

Private Wealth Advisors, Inc. (CIK: 0001462525) is a financial institution headquartered at 4900 Perry Highway, Suite 300, , Greensburg, Pennsylvania 15229. The firm regularly files Form 13F with the U.S. Securities and Exchange Commission (SEC), disclosing its equity holdings and investment positions.

As of the latest reporting period (2020-12-31), the institution manages a portfolio valued at $175.49 M, comprising 123 distinct securities. Over its filing history, it has submitted 31 Form 13F reports.

To view the institution’s full SEC filing history:
🔗 View All SEC Filings

Q4 2020 — Top-10 concentration: 46.6%. Quarterly turnover: 6.8%. ▲ 16 new, +26 added, −59 reduced, ×6 exited.

Portfolio Summary (Q4 2020)

Asset Allocation

Stocks/ETFs
+12.51%
$175.43 M 99.96%
Options
-83.20%
$64,000 0.04%
Debt
$0 0.00%
Other
$0 0.00%

Sector Allocation (Stocks)

Top Stock & ETF Holdings (Q4 2020)

Name Shares Market Value Weight Change Activity
150,104 $19.92 M 11.35% ▲ 3,587 Add 2.5%
63,940 $10.41 M 5.93% ▼ 2,860 Reduce -4.3%
104,040 $9.12 M 5.20% ▼ 8,120 Reduce -7.2%
28,170 $8.84 M 5.04% ▼ 2,505 Reduce -8.2%
34,117 $7.59 M 4.32% ▼ 722 Reduce -2.1%
17,606 $6.61 M 3.77% ▼ 155 Reduce -0.9%
16,232 $6.07 M 3.46% ▼ 2,348 Reduce -12.6%
97,644 $4.69 M 2.67% ▼ 13,401 Reduce -12.1%
70,838 $4.52 M 2.58% ▲ 55,112 Add 350.5%
67,963 $3.99 M 2.28% ▲ 2,592 Add 4.0%

Historical Portfolio Charts