Truadvice, LLC Reduced Holdings in Q3 2023

Truadvice, LLC

  • $229 Million
  • Q3 2023
Stock Shares change Price Range Shares Held Trade History
META
Meta Platforms, Inc.

Communication Services
-666
- 33.05%
$283.25 - $325.48 $189K - $217K
1.35K $404K
TFLO
Ishares Treasury Floating Rate

ETFs
-3.37K
- 18.28%
$50.46 - $50.74 $170K - $171K
15K $763K
IYW
Ishares Dj Us Tech ETF

ETFs
-1.36K
- 18.98%
$103.39 - $113.67 $140K - $154K
5.8K $608K
JNJ
Johnson & Johnson

Healthcare
-659
- 10.06%
$155.75 - $174.48 $103K - $115K
5.89K $917K
RIGS
Riverfront Strategic Income Fd

ETFs
-6.94K
- 43.22%
$22.11 - $22.85 $153K - $158K
9.11K $201K
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-825
- 3.61%
$74.88 - $83.28 $61.8K - $68.7K
22K $1.67M
DNP
Dnp Select Income Fund Inc

Financial Services
-770
- 0.54%
$9.52 - $10.43 $7.33K - $8.03K
143K $1.36M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
-1.46K
- 4.38%
$52.22 - $56.31 $76.3K - $82.3K
31.9K $1.67M
DGRO
Ishares Core Dividend Growth E

ETFs
-1.32K
- 3.74%
$49.53 - $53.28 $65.2K - $70.2K
33.9K $1.68M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
-865
- 4.62%
$94.27 - $100.74 $81.5K - $87.1K
17.8K $1.69M
NEE
Nextera Energy Inc

Utilities
-848
- 17.52%
$57.08 - $75.9 $48.4K - $64.4K
3.99K $228K
PEP
Pepsico Inc

Consumer Defensive
-353
- 8.11%
$169.44 - $191.6 $59.8K - $67.6K
4K $677K
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
-1.15K
- 4.21%
$61.47 - $65.66 $70.6K - $75.4K
26.1K $1.6M
APD
Air Products & Chemicals, Inc.

Basic Materials
-298
- 13.89%
$281.82 - $306.1 $84K - $91.2K
1.85K $523K
ABT
Abbott Laboratories

Healthcare
-707
- 16.99%
$95.53 - $114.62 $67.5K - $81K
3.45K $334K
ECL
Ecolab Inc.

Basic Materials
-497
- 28.0%
$167.87 - $190.85 $83.4K - $94.9K
1.28K $216K
DIVB
Ishares Tr U S Divid & Buyback

ETFs
-1.71K
- 3.83%
$37.11 - $39.96 $63.5K - $68.4K
42.9K $1.6M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-1.41K
- 29.96%
$74.97 - $75.93 $105K - $107K
3.29K $246K
F
Ford Motor CO

Consumer Cyclical
-1.86K
- 6.04%
$11.75 - $15.35 $21.8K - $28.5K
28.9K $358K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-1.93K
- 11.47%
$36.35 - $41.02 $70.1K - $79.1K
14.9K $549K
AVEM
American Centy ETF Tr Avantis

ETFs
-1.72K
- 14.98%
$52.44 - $57.3 $90.1K - $98.5K
9.75K $514K
HD
Home Depot, Inc.

Consumer Cyclical
-296
- 21.53%
$301.82 - $333.84 $89.3K - $98.8K
1.08K $326K
TIP
Ishares Tr Tips Bd ETF

ETFs
-734
- 20.3%
$103.4 - $107.7 $75.9K - $79.1K
2.88K $298K
VTV
Vanguard Value ETF

ETFs
-298
- 2.57%
$137.93 - $147.18 $41.1K - $43.9K
11.3K $1.56M
KO
Coca Cola CO

Consumer Defensive
-981
- 12.24%
$55.81 - $63.05 $54.7K - $61.9K
7.03K $393K
AVSC
American Centy ETF Tr Avantis
-1.48K
- 13.64%
$43.55 - $49.3 $64.6K - $73.1K
9.39K $415K
GD
General Dynamics Corp

Industrials
-403
- 29.81%
$213.52 - $227.24 $86K - $91.6K
949 $209K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-179
- 8.88%
$334.95 - $356.2 $60K - $63.8K
1.84K $615K
IYM
Ishares Tr

ETFs
-446
- 13.65%
$124.84 - $138.68 $55.7K - $61.9K
2.82K $356K
UMAY
Innovator U.S. Equity Ultra Bu

ETFs
-2.38K
- 11.71%
$27.54 - $28.26 $65.4K - $67.1K
17.9K $495K
EMR
Emerson Electric CO

Industrials
-940
- 28.72%
$88.24 - $100.12 $82.9K - $94.1K
2.33K $225K
AVUV
American Centy ETF Tr Avantis

ETFs
-925
- 14.42%
$75.9 - $84.23 $70.2K - $77.9K
5.49K $427K
BNDX
Vanguard Total International B

ETFs
-1.27K
- 20.0%
$47.76 - $48.9 $60.7K - $62.1K
5.08K $242K
FMF
First Trust Managed Futures St

ETFs
-1.5K
- 25.8%
$47.87 - $50.02 $71.9K - $75.1K
4.32K $211K
FAAR
First Trust Vii Alternative Ab

ETFs
-2.08K
- 22.34%
$28.24 - $29.98 $58.9K - $62.5K
7.25K $207K
CVX
Chevron Corp

Energy
-634
- 13.42%
$152.88 - $171.04 $96.9K - $108K
4.09K $689K
VB
Vanguard Small Cap ETF

ETFs
-119
- 4.19%
$186.24 - $208.75 $22.2K - $24.8K
2.72K $514K
IBM
International Business Machines Corp

Technology
-437
- 20.68%
$132.08 - $149.83 $57.7K - $65.5K
1.68K $235K
VZ
Verizon Communications Inc

Communication Services
-381
- 5.63%
$31.46 - $37.48 $12K - $14.3K
6.39K $206K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-512
- 3.31%
$39.04 - $43.07 $20K - $22.1K
14.9K $585K
IEFA
Ishares Tr

ETFs
-431
- 9.68%
$64.04 - $69.58 $27.6K - $30K
4.02K $258K
DIS
Walt Disney CO

Communication Services
-155
- 4.65%
$79.9 - $91.76 $12.4K - $14.2K
3.18K $257K
FTHI
First Trust Exchange Traded Fd

ETFs
-1.33K
- 8.9%
$20.27 - $21.3 $26.9K - $28.2K
13.6K $276K
AVDV
American Centy ETF Tr Avantis

ETFs
-618
- 13.82%
$56.69 - $60.91 $35K - $37.6K
3.85K $222K
ADP
Automatic Data Processing Inc

Industrials
-370
- 13.78%
$218.73 - $255.75 $80.9K - $94.6K
2.32K $557K
LQD
Ishares Iboxx $ Investment Gra

ETFs
-163
- 5.92%
$102.02 - $108.51 $16.6K - $17.7K
2.59K $264K
DTE
Dte Energy CO

Utilities
-50
- 2.14%
$98.63 - $115.87 $4.93K - $5.79K
2.28K $226K
UNOV
Earth Science Tech, Inc.

ETFs
-649
- 4.13%
$30.23 - $31.41 $19.6K - $20.4K
15.1K $456K
CAT
Caterpillar Inc

Industrials
-306
- 14.66%
$240.58 - $288.65 $73.6K - $88.3K
1.78K $486K
Activity Summary
Buys All Purchases 94 New Holdings 36 Increased Positions 58 Sells All Sells 121 Reductions 121 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Truadvice, LLC Portfolio

Follow Truadvice, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Truadvice, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Truadvice, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email