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  Name: International Private Wealth Advisors LLC
  City: SAN DIEGO
  State: CA
  Zip: 92108
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-06-30
  Total Value : $59,329,000
  Total Value Change : $7,513,000
  Securities Held Change : 10
   
All Securities Held : 121
  New Positions : 14
  Closed Positions : 8
  Increased Positions : 70
  Unchanged Positions : 3
  Decreased Positions : 34

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 3     View All Holdings Currently Viewing:  Unchanged Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (SCHM)1 Year Chart         SCHM Schwab U.S. Mid-Cap Etf 31 - $83.25 $432,000 5,554 0.73% -20,000 0 0.004    N/A
   (TIP)1 Year Chart         TIP iShares Lehman TIPS Bond 48 - $110.83 $356,000 3,330 0.6% -2,000 0 0    Closed - End Fund - E...
   (TNA)1 Year Chart         TNA Direxion Daily Small Cap Bu... 102 - $44.10 $233,000 6,364 0.39% -40,000 0 0.029    Closed - End Fund - Debt

      3 Records Found
  1    
Page 1 of 1
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