Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| PRIVATE WEALTH ADVISORS LLC | 01-23-2024 | 12-31-2023 | 71 | 256,403,760 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SPDR GOLD TR | GOLD SHS | 1 | $38,911,314 | 203,543 | 0.02 | 0.01 | 98,178 | 93.18 | 12-31-2023 |
| VANGUARD INTL EQUITY INDEX F | FTSE PACIFIC ETF | 2 | $14,884,180 | 206,639 | 0.01 | 0.01 | -50,657 | -19.69 | 12-31-2023 |
| SELECT SECTOR SPDR TR | SBI HEALTHCARE | 3 | $11,706,029 | 85,834 | 0.00 | 0.01 | -11,741 | -12.03 | 12-31-2023 |
| SELECT SECTOR SPDR TR | SBI CONS STPLS | 4 | $11,099,356 | 154,094 | 0.00 | 0.01 | -47,817 | -23.68 | 12-31-2023 |
