True Capital Management Incresed Positions in Q1 2023

True Capital Management

  • $146 Billion
  • Q1 2023
Stock Shares change Price Range Shares Held Trade History
TSLA
Tesla, Inc.

Consumer Cyclical
10.7K
+ 142.45%
$108.1 - $214.24 $1.15M - $2.28M
18.2K $3.77B
AAPL
Apple Inc.

Technology
1.16K
+ 1.54%
$125.02 - $164.9 $145K - $191K
76.5K $12.6B
META
Meta Platforms, Inc.

Communication Services
49
+ 0.18%
$124.74 - $211.94 $6.11K - $10.4K
27.6K $5.84B
NVDA
Nvidia Corp

Technology
288
+ 2.11%
$142.65 - $277.77 $41.1K - $80K
13.9K $3.86B
AMZN
Amazon Com Inc

Consumer Cyclical
1.33K
+ 4.44%
$83.12 - $112.91 $110K - $150K
31.2K $3.22B
MSFT
Microsoft Corp

Technology
772
+ 9.25%
$222.31 - $288.3 $172K - $223K
9.12K $2.63B
GOOGL
Alphabet Inc.

Communication Services
1.04K
+ 3.18%
$86.2 - $107.74 $89.8K - $112K
33.8K $3.51B
GOOG
Alphabet Inc.

Communication Services
525
+ 1.48%
$86.77 - $108.8 $45.6K - $57.1K
36.1K $3.76B
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
2.16K
+ 6.04%
$30.46 - $44.41 $65.9K - $96K
38K $1.53B
ABNB
Airbnb, Inc.

Consumer Cyclical
94
+ 1.0%
$84.9 - $139.42 $7.98K - $13.1K
9.5K $1.18B
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
5.67K
+ 35.42%
$59.44 - $59.7 $337K - $338K
21.7K $1.29B
SQ
Block, Inc.

Technology
124
+ 0.33%
$60.68 - $88.41 $7.52K - $11K
38K $2.61B
CRM
Salesforce, Inc.

Technology
39
+ 1.48%
$134.8 - $199.78 $5.26K - $7.79K
2.67K $534M
NFLX
Netflix Inc

Communication Services
188
+ 9.63%
$292.76 - $367.96 $55K - $69.2K
2.14K $739M
V
Visa Inc.

Financial Services
240
+ 4.55%
$207.4 - $231.44 $49.8K - $55.5K
5.52K $1.24B
WMT
Walmart Inc.

Consumer Defensive
78
+ 0.48%
$136.97 - $147.45 $10.7K - $11.5K
16.3K $2.41B
VIG
Vanguard Dividend Appreciation

ETFs
2
+ 0.0%
$147.24 - $158.33 $294 - $317
46.1K $7.1B
IVV
Ishares Core S&P 500 ETF

ETFs
24
+ 0.77%
$381.13 - $418.66 $9.15K - $10K
3.15K $1.3B
HD
Home Depot, Inc.

Consumer Cyclical
355
+ 46.77%
$280.82 - $339.79 $99.7K - $121K
1.11K $329M
AVGO
Broadcom Inc.

Technology
49
+ 7.64%
$553.48 - $643.71 $27.1K - $31.5K
690 $443M
SBUX
Starbucks Corp

Consumer Cyclical
640
+ 22.26%
$98.34 - $109.99 $62.9K - $70.4K
3.52K $366M
DIS
Walt Disney CO

Communication Services
305
+ 9.76%
$88.99 - $113.21 $27.1K - $34.5K
3.43K $344M
VB
Vanguard Small Cap ETF

ETFs
308
+ 16.63%
$179.51 - $208.76 $55.3K - $64.3K
2.16K $409M
PEP
Pepsico Inc

Consumer Defensive
349
+ 28.54%
$169.12 - $182.3 $59K - $63.6K
1.57K $287M
VTI
Vanguard Total Stock Market Et

ETFs
1
+ 0.02%
$189.85 - $210.01 $190 - $210
5.04K $1.03B
TGT
Target Corp

Consumer Defensive
58
+ 1.73%
$151.69 - $181.02 $8.8K - $10.5K
3.41K $565M
JPM
Jpmorgan Chase & CO

Financial Services
624
+ 14.55%
$124.91 - $143.8 $77.9K - $89.7K
4.91K $640M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
1.31K
+ 17.96%
$38.45 - $43.18 $50.3K - $56.5K
8.59K $347M
COST
Costco Wholesale Corp

Consumer Defensive
50
+ 6.19%
$450.19 - $523.43 $22.5K - $26.2K
858 $426M
BND
Vanguard Bd Index Fd Inc Total

ETFs
525
+ 9.84%
$71.33 - $74.57 $37.4K - $39.1K
5.86K $433M
TXN
Texas Instruments Inc

Technology
103
+ 7.31%
$163.21 - $186.01 $16.8K - $19.2K
1.51K $281M
UNH
Unitedhealth Group Inc

Healthcare
149
+ 34.25%
$460.33 - $518.33 $68.6K - $77.2K
584 $276M
PM
Philip Morris International Inc.

Consumer Defensive
760
+ 9.72%
$90.27 - $105.39 $68.6K - $80.1K
8.58K $834M
BA
Boeing CO

Industrials
66
+ 5.9%
$195.35 - $218.45 $12.9K - $14.4K
1.19K $252M
CVX
Chevron Corp

Energy
374
+ 24.51%
$152.34 - $187.79 $57K - $70.2K
1.9K $310M
MCD
Mcdonalds Corp

Consumer Cyclical
22
+ 1.26%
$260.66 - $279.61 $5.73K - $6.15K
1.77K $495M
GLD
Spdr Gold Trust

ETFs
57
+ 3.27%
$168.35 - $185.74 $9.6K - $10.6K
1.8K $329M
MPC
Marathon Petroleum Corp

Energy
1
+ 0.05%
$110.62 - $135.35 $111 - $135
1.83K $247M
VEA
Vanguard Ftse Developed Market

ETFs
74
+ 0.85%
$42.2 - $46.17 $3.12K - $3.42K
8.82K $399M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
100
+ 6.17%
$293.51 - $320.37 $29.4K - $32K
1.72K $531M
LOW
Lowes Companies Inc

Consumer Cyclical
149
+ 13.29%
$189.46 - $221.56 $28.2K - $33K
1.27K $254M
IVW
Ishares S&P 500 Growth ETF

ETFs
12
+ 0.24%
$57.25 - $63.89 $687 - $767
5.01K $320M
EMLP
First Tr Exchange Traded Iv

ETFs
998
+ 13.04%
$25.42 - $27.64 $25.4K - $27.6K
8.65K $230M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1
+ 0.1%
$348.66 - $382.94 $349 - $383
965 $363M
TJX
Tjx Companies Inc

Consumer Cyclical
344
+ 13.28%
$73.54 - $82.75 $25.3K - $28.5K
2.94K $230M
VO
Vanguard Mid Cap ETF

ETFs
34
+ 1.96%
$200.2 - $225.98 $6.81K - $7.68K
1.77K $372M
MDLZ
Mondelez International, Inc.

Consumer Defensive
56
+ 1.12%
$63.84 - $70.37 $3.58K - $3.94K
5.05K $352M
DUK
Duke Energy Corp

Utilities
251
+ 12.85%
$91.55 - $105.65 $23K - $26.5K
2.21K $213M
CSX
Csx Corp

Industrials
759
+ 6.97%
$28.08 - $32.64 $21.3K - $24.8K
11.6K $349M
Activity Summary
Buys All Purchases 79 New Holdings 14 Increased Positions 65 Sells All Sells 40 Reductions 40 Sold out 0 Options Calls 0 Puts 0
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