Institutions / International Private Wealth Advisors LLC / Activity
Activity — International Private Wealth Advisors LLC
174 moves.
| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q2 2026 as of | Add | 464288588 Common stock | $5.10M | +54K +1769.88% | 56,994 2.77% of portfolio | medium |
| Q2 2026 as of | Add | iShares MSCI UAE ETF Common stock | $2.71M | +31K +58.52% | 85,097 3.79% of portfolio | low |
| Q2 2026 as of | Trim | 464288661 Common stock | $-2.67M | -23K -41.93% | 31,467 1.90% of portfolio | low |
| Q2 2026 as of | Add | Apple Inc. Common stock | $2.27M | +8K +62.31% | 20,436 3.04% of portfolio | low |
| Q2 2026 as of | Add | Microsoft Corp Common stock | $2.01M | +5K +84.28% | 11,766 2.26% of portfolio | low |
| Q2 2026 as of | Add | 25434V104 Common stock | $1.85M | +36K +23.64% | 187,100 4.98% of portfolio | low |
| Q2 2026 as of | Trim | Warren E. Buffett Common stock | $-1.57M | -3K -88.37% | 412 0.11% of portfolio | low |
| Q2 2026 as of | Trim | Meta Platforms Inc Common stock | $-1.55M | -3K -62.62% | 1,646 0.48% of portfolio | low |
| Q2 2026 as of | Add | AbbVie Inc. Common stock | $1.49M | +6K +69.76% | 14,379 1.86% of portfolio | low |
| Q2 2026 as of | Add | Broadcom Inc. Common stock | $1.44M | +4K +281.73% | 5,161 1.00% of portfolio | low |
| Q2 2026 as of | New | Vertiv Holdings Co Common stock | $1.41M | +4K | 4,223 0.73% of portfolio | low |
| Q2 2026 as of | Add | NVIDIA Corp Common stock | $1.35M | +7K +45.91% | 21,397 2.20% of portfolio | low |
| Q2 2026 as of | Add | RTX Corp Common stock | $1.24M | +7K +228.15% | 9,395 0.92% of portfolio | low |
| Q2 2026 as of | Trim | Altria Group, Inc. Common stock | $-1.15M | -16K -64.29% | 8,873 0.33% of portfolio | low |
| Q2 2026 as of | Add | ONEOK Inc Common stock | $1.13M | +13K +437.74% | 15,944 0.71% of portfolio | low |
| Q2 2026 as of | Exit | Palo Alto Networks Inc Common stock | $-1.06M | -6K -100.00% | 0 | low |
| Q2 2026 as of | Add | Costco Wholesale Corp /New Common stock | $1.06M | +1K +33.98% | 4,452 2.14% of portfolio | low |
| Q2 2026 as of | Exit | Duke Energy Corp Common stock | $-1.05M | -9K -100.00% | 0 | low |
| Q2 2026 as of | Add | 25434V872 Common stock | $1.03M | +24K +33.24% | 97,878 2.13% of portfolio | low |
| Q2 2026 as of | Add | 25434V583 Common stock | $1.01M | +19K +27.64% | 85,888 2.41% of portfolio | low |
| Q2 2026 as of | Add | American Electric Power Co Inc Common stock | $1.00M | +7K +256.09% | 10,170 0.72% of portfolio | low |
| Q2 2026 as of | New | 78468R622 Common stock | $993.0K | +10K | 10,304 0.51% of portfolio | low |
| Q2 2026 as of | Add | Palantir Technologies Inc Common stock | $946.4K | +8K +94.52% | 16,694 1.00% of portfolio | low |
| Q2 2026 as of | New | BXSL Blackstone Secured Lending Fund Common Stock | $931.7K | +39K | 39,296 0.48% of portfolio | low |
| Q2 2026 as of | Exit | Annaly Capital Management Inc Common stock | $-896.2K | -40K -100.00% | 0 | low |
| Q2 2026 as of | Add | 464287226 Common stock | $858.9K | +9K +91.68% | 18,144 0.92% of portfolio | low |
| Q2 2026 as of | Add | Alphabet Inc. Common stock | $817.6K | +2K +30.49% | 9,903 1.80% of portfolio | low |
| Q2 2026 as of | Trim | Visa Inc Common stock | $-811.6K | -2K -76.04% | 745 0.13% of portfolio | low |
| Q2 2026 as of | Trim | 78462F103 Common stock | $-805.0K | -1K -6.51% | 15,488 5.95% of portfolio | low |
| Q2 2026 as of | Add | ELI LILLY & Co Common stock | $745.9K | +622 +34.03% | 2,450 1.51% of portfolio | low |
| Q2 2026 as of | Trim | 78463X889 Common stock | $-642.0K | -13K -11.53% | 97,716 2.53% of portfolio | low |
| Q2 2026 as of | Add | Amazon.com Inc Common stock | $629.2K | +3K +13.78% | 21,792 2.67% of portfolio | low |
| Q2 2026 as of | New | Applied Digital Corp Common stock | $610.8K | +16K | 16,376 0.31% of portfolio | low |
| Q2 2026 as of | Trim | Kinder Morgan, Inc. Common stock | $-591.9K | -19K -38.92% | 29,058 0.48% of portfolio | low |
| Q2 2026 as of | Add | 464287457 Common stock | $586.1K | +7K +198.72% | 10,730 0.45% of portfolio | low |
| Q2 2026 as of | Add | 78464A854 Common stock | $568.0K | +6K +15.37% | 48,511 2.19% of portfolio | low |
| Q2 2026 as of | Add | Kimberly Clark Corp Common stock | $540.8K | +5K +240.93% | 6,972 0.39% of portfolio | low |
| Q2 2026 as of | New | Mondelez International, Inc. Common stock | $521.0K | +9K | 9,007 0.27% of portfolio | low |
| Q2 2026 as of | New | Watsco, Inc. Common stock | $474.0K | +1K | 1,137 0.24% of portfolio | low |
| Q2 2026 as of | New | Packaging Corp of America Common stock | $469.0K | +2K | 1,968 0.24% of portfolio | low |
| Q2 2026 as of | Add | 25434V831 Common stock | $464.9K | +11K +24.65% | 56,340 1.21% of portfolio | low |
| Q2 2026 as of | New | 78464A367 Common stock | $430.6K | +19K | 19,224 0.22% of portfolio | low |
| Q2 2026 as of | Exit | Mcdonald'S Corp Common stock | $-418.6K | -1K -100.00% | 0 | low |
| Q2 2026 as of | Add | 25434V609 Common stock | $415.3K | +6K +20.42% | 35,048 1.26% of portfolio | low |
| Q2 2026 as of | New | Target Corp Common stock | $406.5K | +3K | 3,112 0.21% of portfolio | low |
| Q2 2026 as of | Add | 464287440 Common stock | $394.0K | +4K +113.83% | 7,826 0.38% of portfolio | low |
| Q2 2026 as of | New | Alliant Energy Corp Common stock | $364.8K | +5K | 4,781 0.19% of portfolio | low |
| Q2 2026 as of | Trim | GE Vernova Inc. Common stock | $-364.2K | -310 -17.59% | 1,452 0.88% of portfolio | low |
| Q2 2026 as of | Add | 25434V203 Common stock | $363.0K | +9K +20.10% | 52,567 1.12% of portfolio | low |
| Q2 2026 as of | New | 25434V864 Common stock | $360.7K | +8K | 7,554 0.19% of portfolio | low |