True Link Financial Advisors, LLC Portfolio Holdings by Sector
True Link Financial Advisors, LLC
- $1.34 Billion
- Q1 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
BIV BSV IVV ITOT SPIB SHV IEFA SCHD 57 stocks |
$1.32 Million
98.77% of portfolio
|
48
|
6
|
24
|
- |
0
Calls
0
Puts
|
|
Aerospace & Defense | Industrials
LMT 1 stocks |
$2,438
0.18% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT OKTA 2 stocks |
$1,517
0.11% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$1,498
0.11% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Semiconductors | Technology
NVDA QCOM 2 stocks |
$795
0.06% of portfolio
|
2
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
JPM WFC 2 stocks |
$761
0.06% of portfolio
|
2
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$727
0.05% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
JNJ LLY ABBV 3 stocks |
$719
0.05% of portfolio
|
1
|
2
|
1
|
- |
0
Calls
0
Puts
|
|
Utilities—Regulated Electric | Utilities
DTE XEL 2 stocks |
$717
0.05% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Information Technology Services | Technology
IBM CTSH 2 stocks |
$699
0.05% of portfolio
|
2
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$617
0.05% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$584
0.04% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Oil & Gas Integrated | Energy
XOM SU 2 stocks |
$491
0.04% of portfolio
|
1
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Specialty Industrial Machinery | Industrials
GE 1 stocks |
$482
0.04% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Insurance—Property & Casualty | Financial Services
ALL 1 stocks |
$437
0.03% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Electronic Components | Technology
FLEX 1 stocks |
$422
0.03% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Beverages—Non-Alcoholic | Consumer Defensive
PEP 1 stocks |
$359
0.03% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Computer Hardware | Technology
HPQ 1 stocks |
$358
0.03% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Scientific & Technical Instruments | Technology
KEYS 1 stocks |
$350
0.03% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Medical Distribution | Healthcare
CAH 1 stocks |
$306
0.02% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
DFS 1 stocks |
$298
0.02% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Diagnostics & Research | Healthcare
A 1 stocks |
$285
0.02% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
GOOGL 1 stocks |
$277
0.02% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Telecom Services | Communication Services
CMCSA 1 stocks |
$273
0.02% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Capital Markets | Financial Services
MS 1 stocks |
$267
0.02% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Oil & Gas Midstream | Energy
DTM 1 stocks |
$238
0.02% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Insurance—Specialty | Financial Services
FNF 1 stocks |
$214
0.02% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Communication Equipment | Technology
HPE 1 stocks |
$207
0.02% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
$114
0.01% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|