Three Cord True Wealth Management, LLC Portfolio Holdings by Sector
Three Cord True Wealth Management, LLC
- $54.7 Billion
- Q2 2025
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
SPYG FNX EDIV OUNZ NOBL SPEM IOO QTEC 11 stocks |
$52.7 Million
96.28% of portfolio
|
  5  
|
  4  
|
  1  
|
- |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$563,310
1.03% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$550,357
1.01% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$298,154
0.55% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Discount Stores | Consumer Defensive
COST 1 stocks |
$219,778
0.4% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Aerospace & Defense | Industrials
BA 1 stocks |
$203,662
0.37% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Beverages—Non-Alcoholic | Consumer Defensive
MNST 1 stocks |
$200,573
0.37% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|