Three Cord True Wealth Management, LLC Portfolio Holdings by Sector
Three Cord True Wealth Management, LLC
- $148 Billion
- Q3 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
SPYG RECS JAAA FNX IDMO AVUV EDIV OUNZ 22 stocks |
$126 Million
98.14% of portfolio
|
  12  
|
  7  
|
  2  
|
- |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$664,717
0.52% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$565,465
0.44% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
|
Telecom Services | Communication Services
IDCC 1 stocks |
$296,208
0.23% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$219,131
0.17% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
|
Beverages—Non-Alcoholic | Consumer Defensive
MNST 1 stocks |
$215,527
0.17% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Tools & Accessories | Industrials
SNA 1 stocks |
$210,344
0.16% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
|
Aerospace & Defense | Industrials
BA 1 stocks |
$209,787
0.16% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|