Truadvice, LLC Portfolio Holdings
Truadvice, LLC
- $229 Million
- Q3 2023
Truadvice, LLC has filed its 13F form on November 13, 2023 for Q3 2023 where it was disclosed a total value porftolio of $229 Million distributed in 231 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Pacer Fds Tr Swan Sos Fd Of Fd with a value of $15.2M, Spdr S&P 500 ETF Trust with a value of $6.4M, Invesco Qqq Trust, Series 1 with a value of $6.15M, Ishares Core S&P 500 ETF with a value of $5.54M, and Vanguard Growth ETF with a value of $5.42M.
Examining the 13F form we can see an decrease of $28.5M in the current position value, from $257M to 229M.
Truadvice, LLC is based out at Sarasota, FL
Below you can find more details about Truadvice, LLC portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
Summary
- Portfolio
- No. of Stocks 231
- Current Value $229 Million
- Prior Value $257 Million
- Filing
- Period Q3 2023
- Filing Date November 13, 2023
- Form Type 13F-HR
- Activity in Q3 2023
- New Purchases 36 stocks
- Additional Purchases 58 stocks
- Sold out of 0 stocks
- Reduced holdings in 121 stocks