0001951757-24-000452.txt : 20240510
0001951757-24-000452.hdr.sgml : 20240510
20240510101413
ACCESSION NUMBER: 0001951757-24-000452
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20240331
FILED AS OF DATE: 20240510
DATE AS OF CHANGE: 20240510
EFFECTIVENESS DATE: 20240510
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: International Private Wealth Advisors LLC
CENTRAL INDEX KEY: 0002022637
ORGANIZATION NAME:
IRS NUMBER: 883027697
STATE OF INCORPORATION: CA
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-24120
FILM NUMBER: 24933254
BUSINESS ADDRESS:
STREET 1: 3160 CAMINO DEL RIO SOUTH
STREET 2: STE 313
CITY: SAN DIEGO
STATE: CA
ZIP: 92108
BUSINESS PHONE: (714) 390-0823
MAIL ADDRESS:
STREET 1: 3160 CAMINO DEL RIO SOUTH
STREET 2: STE 313
CITY: SAN DIEGO
STATE: CA
ZIP: 92108
13F-HR
1
primary_doc.xml
X0202
13F-HR
LIVE
false
false
false
0002022637
XXXXXXXX
03-31-2024
03-31-2024
International Private Wealth Advisors LLC
3160 CAMINO DEL RIO SOUTH
STE 313
SAN DIEGO
CA
92108
13F HOLDINGS REPORT
028-24120
N
Todd Lunsford
Chief Compliance Officer
858-384-5700
Todd Lunsford
San Diego
CA
05-10-2024
0
111
51814452
false
INFORMATION TABLE
2
F_13F_IPWA_Q12024.xml
ALLIANT ENERGY CORP
COM
018802108
269209
5341
SH
SOLE
0
0
5341
AMAZON COM INC
COM
023135106
840932
4662
SH
SOLE
0
0
4662
AMERICAN ELEC PWR CO INC
COM
025537101
291556
3386
SH
SOLE
0
0
3386
AMGEN INC
COM
031162100
231436
814
SH
SOLE
0
0
814
APPLE INC
COM
037833100
544558
3176
SH
SOLE
0
0
3176
AUTOMATIC DATA PROCESSING IN
COM
053015103
265723
1064
SH
SOLE
0
0
1064
CMS ENERGY CORP
COM
125896100
309285
5126
SH
SOLE
0
0
5126
CHEVRON CORP NEW
COM
166764100
426633
2705
SH
SOLE
0
0
2705
CITIZENS FINL GROUP INC
COM
174610105
334968
9230
SH
SOLE
0
0
9230
CLOROX CO DEL
COM
189054109
255694
1670
SH
SOLE
0
0
1670
COLGATE PALMOLIVE CO
COM
194162103
269069
2988
SH
SOLE
0
0
2988
COMERICA INC
COM
200340107
359124
6531
SH
SOLE
0
0
6531
DTE ENERGY CO
COM
233331107
267866
2389
SH
SOLE
0
0
2389
EDISON INTL
COM
281020107
332950
4707
SH
SOLE
0
0
4707
EMERSON ELEC CO
COM
291011104
372456
3284
SH
SOLE
0
0
3284
FASTENAL CO
COM
311900104
217689
2822
SH
SOLE
0
0
2822
FIFTH THIRD BANCORP
COM
316773100
375539
10092
SH
SOLE
0
0
10092
FIRSTENERGY CORP
COM
337932107
243710
6310
SH
SOLE
0
0
6310
FORD MTR CO DEL
COM
345370860
376615
28360
SH
SOLE
0
0
28360
FRANKLIN RESOURCES INC
COM
354613101
316169
11248
SH
SOLE
0
0
11248
HERSHEY CO
COM
427866108
247015
1270
SH
SOLE
0
0
1270
HOME DEPOT INC
COM
437076102
425651
1110
SH
SOLE
0
0
1110
HUNTINGTON BANCSHARES INC
COM
446150104
322873
23145
SH
SOLE
0
0
23145
INTERNATIONAL BUSINESS MACHS
COM
459200101
436333
2285
SH
SOLE
0
0
2285
INTERNATIONAL PAPER CO
COM
460146103
476974
12224
SH
SOLE
0
0
12224
INTERPUBLIC GROUP COS INC
COM
460690100
264600
8109
SH
SOLE
0
0
8109
ISHARES GOLD TR
ISHARES NEW
464285204
239961
5712
SH
SOLE
0
0
5712
ISHARES TR
TIPS BD ETF
464287176
357675
3330
SH
SOLE
0
0
3330
ISHARES TR
CORE US AGGBD ET
464287226
757468
7734
SH
SOLE
0
0
7734
ISHARES TR
CORE S&P MCP ETF
464287507
642765
10582
SH
SOLE
0
0
10582
ISHARES TR
RUSSELL 2000 ETF
464287655
278227
1323
SH
SOLE
0
0
1323
ISHARES TR
CORE S&P SCP ETF
464287804
1042219
9430
SH
SOLE
0
0
9430
ISHARES TR
PFD AND INCM SEC
464288687
220904
6854
SH
SOLE
0
0
6854
JOHNSON & JOHNSON
COM
478160104
260737
1648
SH
SOLE
0
0
1648
KEYCORP
COM
493267108
394653
24962
SH
SOLE
0
0
24962
KIMBERLY-CLARK CORP
COM
494368103
475979
3680
SH
SOLE
0
0
3680
MCCORMICK & CO INC
COM NON VTG
579780206
277591
3614
SH
SOLE
0
0
3614
MCDONALDS CORP
COM
580135101
463252
1643
SH
SOLE
0
0
1643
MICROSOFT CORP
COM
594918104
922183
2192
SH
SOLE
0
0
2192
NRG ENERGY INC
COM NEW
629377508
507695
7500
SH
SOLE
0
0
7500
NEW YORK CMNTY BANCORP INC
COM
649445103
81884
25430
SH
SOLE
0
0
25430
NEWELL BRANDS INC
COM
651229106
217397
27073
SH
SOLE
0
0
27073
NOVO-NORDISK A S
ADR
670100205
240622
1874
SH
SOLE
0
0
1874
OGE ENERGY CORP
COM
670837103
243547
7100
SH
SOLE
0
0
7100
OMNICOM GROUP INC
COM
681919106
326659
3376
SH
SOLE
0
0
3376
ONEOK INC NEW
COM
682680103
383922
4789
SH
SOLE
0
0
4789
PAYCHEX INC
COM
704326107
248793
2026
SH
SOLE
0
0
2026
PEPSICO INC
COM
713448108
260085
1486
SH
SOLE
0
0
1486
PHILIP MORRIS INTL INC
COM
718172109
434042
4737
SH
SOLE
0
0
4737
PIMCO HIGH INCOME FD
COM SHS
722014107
111918
22655
SH
SOLE
0
0
22655
PROCTER AND GAMBLE CO
COM
742718109
275237
1696
SH
SOLE
0
0
1696
PRUDENTIAL FINL INC
COM
744320102
440368
3751
SH
SOLE
0
0
3751
PUBLIC SVC ENTERPRISE GRP IN
COM
744573106
354765
5312
SH
SOLE
0
0
5312
SCHWAB STRATEGIC TR
US LRG CAP ETF
808524201
1997339
32184
SH
SOLE
0
0
32184
SCHWAB STRATEGIC TR
US MID-CAP ETF
808524508
452262
5554
SH
SOLE
0
0
5554
SCHWAB STRATEGIC TR
SCHWAB FDT US SC
808524763
230743
4046
SH
SOLE
0
0
4046
SCHWAB STRATEGIC TR
US DIVIDEND EQ
808524797
550703
6830
SH
SOLE
0
0
6830
SONOCO PRODS CO
COM
835495102
251322
4345
SH
SOLE
0
0
4345
TRACTOR SUPPLY CO
COM
892356106
313541
1198
SH
SOLE
0
0
1198
US BANCORP DEL
COM NEW
902973304
410953
9194
SH
SOLE
0
0
9194
WALMART INC
COM
931142103
278828
4634
SH
SOLE
0
0
4634
WALGREENS BOOTS ALLIANCE INC
COM
931427108
234430
10808
SH
SOLE
0
0
10808
WATSCO INC
COM
942622200
469858
1088
SH
SOLE
0
0
1088
AT&T INC
COM
00206R102
343694
19528
SH
SOLE
0
0
19528
ALTRIA GROUP INC
COM
02209S103
247240
5668
SH
SOLE
0
0
5668
COSTCO WHSL CORP NEW
COM
22160K105
1144676
1562
SH
SOLE
0
0
1562
DIREXION SHS ETF TR
DLY SMCAP BULL3X
25459W847
273143
6364
SH
SOLE
0
0
6364
DOMINION ENERGY INC
COM
25746U109
329302
6694
SH
SOLE
0
0
6694
ETF OPPORTUNITIES TRUST
IDX DYNAMIC FIXE
26923N660
3772846
151540
SH
SOLE
0
0
151540
ENTERGY CORP NEW
COM
29364G103
334403
3164
SH
SOLE
0
0
3164
EXELON CORP
COM
30161N101
284101
7562
SH
SOLE
0
0
7562
EXXON MOBIL CORP
COM
30231G102
249558
2147
SH
SOLE
0
0
2147
FIDELITY NATIONAL FINANCIAL
FNF GROUP COM
31620R303
356693
6717
SH
SOLE
0
0
6717
INVESCO QQQ TR
UNIT SER 1
46090E103
355208
800
SH
SOLE
0
0
800
HP INC
COM
40434L105
291379
9642
SH
SOLE
0
0
9642
INVESCO EXCHANGE TRADED FD T
S&P MIDCAP 400
46137V225
431084
3584
SH
SOLE
0
0
3584
INVESCO EXCHANGE TRADED FD T
S&P500 EQL HLT
46137V332
212371
6680
SH
SOLE
0
0
6680
ISHARES TR
CORE MSCI EAFE
46432F842
484731
6531
SH
SOLE
0
0
6531
J P MORGAN EXCHANGE TRADED F
ULTRA SHRT INC
46641Q837
1150230
22799
SH
SOLE
0
0
22799
MERCK & CO INC
COM
58933Y105
309363
2345
SH
SOLE
0
0
2345
NISOURCE INC
COM
65473P105
355982
12870
SH
SOLE
0
0
12870
NVIDIA CORPORATION
COM
67066G104
437323
484
SH
SOLE
0
0
484
NUVEEN PFD & INCOME OPPORTUN
COM
67073B106
148650
20674
SH
SOLE
0
0
20674
PPL CORP
COM
69351T106
262327
9529
SH
SOLE
0
0
9529
PRINCIPAL FINANCIAL GROUP IN
COM
74251V102
337057
3905
SH
SOLE
0
0
3905
SPDR S&P 500 ETF TR
TR UNIT
78462F103
4822705
9220
SH
SOLE
0
0
9220
SPDR GOLD TR
GOLD SHS
78463V107
541455
2632
SH
SOLE
0
0
2632
SPDR INDEX SHS FDS
PORTFOLIO EMG MK
78463X509
268711
7425
SH
SOLE
0
0
7425
SPDR INDEX SHS FDS
PORTFOLIO DEVLPD
78463X889
408218
11390
SH
SOLE
0
0
11390
SPDR SER TR
PORTFOLIO AGRGTE
78464A649
399859
15817
SH
SOLE
0
0
15817
SPDR SER TR
PORTFOLIO LN TSR
78464A664
388697
13912
SH
SOLE
0
0
13912
SPDR SER TR
PORTFLI INTRMDIT
78464A672
312065
11074
SH
SOLE
0
0
11074
SPDR SER TR
PORTFOLIO S&P500
78464A854
246206
4001
SH
SOLE
0
0
4001
SPDR SER TR
BLOOMBERG HIGH Y
78468R622
251138
2638
SH
SOLE
0
0
2638
SPDR SER TR
BLOOMBERG 1-3 MO
78468R663
871549
9494
SH
SOLE
0
0
9494
SSGA ACTIVE TR
SPDR SSGA US SCT
78470P408
460341
9233
SH
SOLE
0
0
9233
SSGA ACTIVE TR
SPDR SSGA FXD
78470P507
761230
29701
SH
SOLE
0
0
29701
TRUIST FINL CORP
COM
89832Q109
330223
8472
SH
SOLE
0
0
8472
WORLD GOLD TR
SPDR GLD MINIS
98149E303
368963
8376
SH
SOLE
0
0
8376
UNITEDHEALTH GROUP INC
COM
91324P102
227593
460
SH
SOLE
0
0
460
VALERO ENERGY CORP
COM
91913Y100
325173
1905
SH
SOLE
0
0
1905
VANECK ETF TRUST
FALLEN ANGEL HG
92189F437
622421
21448
SH
SOLE
0
0
21448
VANGUARD CHARLOTTE FDS
TOTAL INT BD ETF
92203J407
202712
4121
SH
SOLE
0
0
4121
VANGUARD SCOTTSDALE FDS
SHRT TRM CORP BD
92206C409
248320
3212
SH
SOLE
0
0
3212
VANGUARD SCOTTSDALE FDS
INT-TERM CORP
92206C870
720403
8948
SH
SOLE
0
0
8948
VERIZON COMMUNICATIONS INC
COM
92343V104
465915
11104
SH
SOLE
0
0
11104
VISA INC
COM CL A
92826C839
235552
844
SH
SOLE
0
0
844
WEC ENERGY GROUP INC
COM
92939U106
220303
2683
SH
SOLE
0
0
2683
INVESCO LTD
SHS
G491BT108
276896
16691
SH
SOLE
0
0
16691
SEAGATE TECHNOLOGY HLDNGS PL
ORD SHS
G7997R103
537339
5775
SH
SOLE
0
0
5775
LYONDELLBASELL INDUSTRIES N
SHS - A -
N53745100
463950
4536
SH
SOLE
0
0
4536