True Link Financial Advisors, LLC has filed its 13F form on October 25, 2024 for Q3 2024 where it was disclosed a total value porftolio of $1.18 Billion distributed in 66 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Bd Index Fd Inc Inter with a value of $291M, Vanguard Bd Index Fd Inc Short with a value of $160M, Ishares Core S&P 500 ETF with a value of $159M, Ishares Core S&P Total U.S. St with a value of $115M, and Spdr Portfolio Intermediate Te with a value of $78M.

Examining the 13F form we can see an increase of $99.7M in the current position value, from $1.08B to 1.18B.

Below you can find more details about True Link Financial Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $1.18 Billion
ETFs: $1.16 Billion
Industrials: $5.21 Million
Technology: $4.44 Million
Energy: $1.65 Million
Healthcare: $1.51 Million
Financial Services: $1.16 Million
Utilities: $448,000
Consumer Defensive: $408,000
Other: $695,000

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 66
  • Current Value $1.18 Billion
  • Prior Value $1.08 Billion
  • Filing
  • Period Q3 2024
  • Filing Date October 25, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 8 stocks
  • Additional Purchases 23 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 22 stocks
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