Three Cord True Wealth Management, LLC Portfolio Holdings by Sector
Three Cord True Wealth Management, LLC
- $117 Billion
- Q1 2025
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
SPYG RECS JAAA FNX IOO AVUV EDIV NOBL 18 stocks |
$97.5 Million
96.88% of portfolio
|
  8  
|
  9  
|
- | - |
0
Calls
0
Puts
|
Specialty Business Services | Industrials
CTAS 1 stocks |
$1.08 Million
1.07% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$606,293
0.6% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$464,903
0.46% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Credit Services | Financial Services
V 1 stocks |
$309,956
0.31% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$248,099
0.25% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Banks—Diversified | Financial Services
JPM 1 stocks |
$225,684
0.22% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Tools & Accessories | Industrials
SNA 1 stocks |
$204,565
0.2% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|