Three Cord True Wealth Management, LLC Portfolio Holdings by Sector
Three Cord True Wealth Management, LLC
- $116 Billion
- Q4 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
SPYG JAAA RECS FNX IOO AVUV EDIV NOBL 19 stocks |
$97.3 Million
97.11% of portfolio
|
  19  
|
- |
  19  
|
- |
0
Calls
0
Puts
|
Specialty Business Services | Industrials
CTAS 1 stocks |
$955,156
0.95% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$662,222
0.66% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$509,621
0.51% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$302,321
0.3% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Credit Services | Financial Services
V 1 stocks |
$266,720
0.27% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Banks—Diversified | Financial Services
JPM 1 stocks |
$201,307
0.2% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|