Three Cord True Wealth Management, LLC Portfolio Holdings

Three Cord True Wealth Management, LLC

  • $116 Billion
  • Q4 2024

Three Cord True Wealth Management, LLC has filed its 13F form on February 19, 2025 for Q4 2024 where it was disclosed a total value porftolio of $116 Billion distributed in 27 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio with a value of $19B, Janus Detroit Str Tr Janus Hen with a value of $15.3B, Columbia ETF Tr I with a value of $15.2B, American Centy ETF Tr Avantis with a value of $14.3B, and First Tr Mid Cap Core Alphadex with a value of $12.4B.

Examining the 13F form we can see an increase of $116B in the current position value.

Three Cord True Wealth Management, LLC is based out at Beaver, PA

Below you can find more details about Three Cord True Wealth Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $116 Billion
ETFs: $97.3 Billion
Technology: $1.17 Billion
Industrials: $955 Million
Financial Services: $468 Million
Consumer Cyclical: $302 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$19 Billion 16.47% of portfolio
216,568
Q4 2024 New
$0
$15.3 Billion 13.22% of portfolio
301,336
Q4 2024 New
$0
$15.2 Billion 13.19% of portfolio
440,251
Q4 2024 New
$0
$14.3 Billion 12.39% of portfolio
214,564
Q4 2024 New
$0
$12.4 Billion 10.72% of portfolio
107,080
Q4 2024 New
$0
$11.4 Billion 9.82% of portfolio
112,664
Q4 2024 New
$0
$8.57 Billion 7.41% of portfolio
88,754
Q4 2024 New
$0
$5.05 Billion 4.36% of portfolio
143,032
Q4 2024 New
$0
$3.41 Billion 2.95% of portfolio
34,270
Q4 2024 New
$0
$1.63 Billion 1.41% of portfolio
3,183
Q4 2024 New
$0
$1.5 Billion 1.3% of portfolio
16,411
Q4 2024 New
-
$1.03 Billion 0.89% of portfolio
-
Q4 2024 New
$20.9B
$955 Million 0.83% of portfolio
5,228
Q4 2024 New
$0
$798 Million 0.69% of portfolio
20,803
Q4 2024 New
$0
$657 Million 0.57% of portfolio
3,122
Q4 2024 New
$3.95T
$662 Million 0.57% of portfolio
2,644
Q4 2024 New
$3.1T
$510 Million 0.44% of portfolio
1,209
Q4 2024 New
$47B
$460 Million 0.4% of portfolio
9,285
Q4 2024 New
$0
$366 Million 0.32% of portfolio
3,609
Q4 2024 New
$0
$295 Million 0.26% of portfolio
1,567
Q4 2024 New
$2.27T
$302 Million 0.26% of portfolio
1,378
Q4 2024 New
$0
$283 Million 0.24% of portfolio
3,203
Q4 2024 New
$0
$262 Million 0.23% of portfolio
445
Q4 2024 New
$573B
$267 Million 0.23% of portfolio
844
Q4 2024 New
$0
$207 Million 0.18% of portfolio
1,794
Q4 2024 New
$783B
$201 Million 0.17% of portfolio
840
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 27
  • Current Value $116 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 19, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 27 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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