True Private Wealth Advisors Portfolio Holdings

True Private Wealth Advisors

  • $788 Million
  • Q1 2025

True Private Wealth Advisors has filed its 13F form on May 15, 2025 for Q1 2025 where it was disclosed a total value porftolio of $788 Million distributed in 232 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Invesco S&P 500 Equal Weight E with a value of $46.4M, Ishares Tr Fltg Rate Nt ETF with a value of $44.9M, Ishares Agency Bond ETF with a value of $44.3M, Ishares Tr with a value of $39.8M, and First Tr Morningstar Dividend with a value of $36.8M.

Examining the 13F form we can see an increase of $8.45M in the current position value, from $779M to 788M.

Below you can find more details about True Private Wealth Advisors portfolio as well as his latest detailed transactions.

Portfolio value $788 Million
ETFs: $607 Million
Technology: $55.8 Million
Financial Services: $29.2 Million
Healthcare: $21.7 Million
Consumer Cyclical: $18.4 Million
Industrials: $17.2 Million
Consumer Defensive: $12.9 Million
Communication Services: $11.4 Million
Other: $13.8 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$46.4 Million 5.89% of portfolio
267,836
Q1 2025 Reduced 15.36%
$0
$44.9 Million 5.7% of portfolio
879,848
Q1 2025 Added 7.43%
$0
$44.3 Million 5.63% of portfolio
404,949
Q1 2025 Reduced 45.6%
$0
$39.8 Million 5.05% of portfolio
569,760
Q1 2025 Reduced 53.57%
$0
$36.8 Million 4.67% of portfolio
847,215
Q1 2025 Reduced 11.47%
$0
$33.9 Million 4.3% of portfolio
1,665,322
Q1 2025 New
$0
$32.8 Million 4.17% of portfolio
1,508,488
Q1 2025 New
$0
$31.3 Million 3.98% of portfolio
256,930
Q1 2025 Reduced 13.4%
$0
$31.3 Million 3.97% of portfolio
1,396,111
Q1 2025 New
$0
$27 Million 3.43% of portfolio
143,676
Q1 2025 Reduced 10.86%
$3.22T
$25 Million 3.17% of portfolio
112,424
Q1 2025 Reduced 3.4%
$0
$23.5 Million 2.99% of portfolio
427,133
Q1 2025 Added 184.6%
$0
$18.3 Million 2.33% of portfolio
346,725
Q1 2025 Added 67.76%
$0
$17.3 Million 2.19% of portfolio
424,540
Q1 2025 New
$0
$17.1 Million 2.17% of portfolio
283,894
Q1 2025 New
$0
$16.3 Million 2.07% of portfolio
279,956
Q1 2025 Reduced 38.4%
$0
$12.4 Million 1.57% of portfolio
441,833
Q1 2025 Added 35.04%
$0
$11.7 Million 1.49% of portfolio
58,816
Q1 2025 Reduced 56.43%
$0
$11 Million 1.4% of portfolio
20,340
Q1 2025 Added 30.65%
$2.12T
$8.89 Million 1.13% of portfolio
46,740
Q1 2025 Reduced 4.67%
$648B
$7.14 Million 0.91% of portfolio
13,411
Q1 2025 Reduced 7.58%
$0
$7.07 Million 0.9% of portfolio
235,049
Q1 2025 Added 29.67%
$0
$6.66 Million 0.85% of portfolio
115,713
Q1 2025 Added 1.1%
$0
$6.4 Million 0.81% of portfolio
12,456
Q1 2025 Reduced 9.71%
$768B
$5.97 Million 0.76% of portfolio
24,340
Q1 2025 Reduced 13.99%
$349B
$5.9 Million 0.75% of portfolio
54,484
Q1 2025 Reduced 1.11%
$728B
$5.67 Million 0.72% of portfolio
6,869
Q1 2025 Added 0.38%
$331B
$5.63 Million 0.71% of portfolio
26,862
Q1 2025 Reduced 6.89%
$268B
$5.47 Million 0.69% of portfolio
32,708
Q1 2025 Reduced 2.93%
$447B
$5.15 Million 0.65% of portfolio
5,442
Q1 2025 Added 1.23%
$402B
$4.94 Million 0.63% of portfolio
29,772
Q1 2025 Reduced 2.64%
$424B
$4.77 Million 0.61% of portfolio
40,134
Q1 2025 Reduced 2.16%
$0
$4.34 Million 0.55% of portfolio
69,857
Q1 2025 Added 1,475.13%
$107B
$4.14 Million 0.53% of portfolio
14,383
Q1 2025 Reduced 3.33%
$72.4B
$3.88 Million 0.49% of portfolio
35,415
Q1 2025 Reduced 4.78%
$80.8B
$3.77 Million 0.48% of portfolio
25,664
Q1 2025 Reduced 12.75%
$2.89B
$3.81 Million 0.48% of portfolio
61,645
Q1 2025 Reduced 11.17%
$0
$3.76 Million 0.48% of portfolio
21,745
Q1 2025 Added 2.37%
$207B
$3.81 Million 0.48% of portfolio
6,970
Q1 2025 Reduced 25.17%
$181B
$3.72 Million 0.47% of portfolio
24,796
Q1 2025 Reduced 0.26%
$48.5B
$3.31 Million 0.42% of portfolio
5,286
Q1 2025 Reduced 5.1%
$0
$3.26 Million 0.41% of portfolio
5,803
Q1 2025 Reduced 27.8%
$64.9B
$3.14 Million 0.4% of portfolio
74,403
Q1 2025 Reduced 1.12%
$0
$3.04 Million 0.39% of portfolio
63,977
Q1 2025 Reduced 5.57%
$0
$3.09 Million 0.39% of portfolio
40,791
Q1 2025 Reduced 34.22%
$0
$3.07 Million 0.39% of portfolio
120,158
Q1 2025 Added 44.51%
$0
$2.99 Million 0.38% of portfolio
5,342
Q1 2025 Reduced 4.4%
$0
$2.79 Million 0.35% of portfolio
27,273
Q1 2025 Reduced 0.68%
$0
$2.64 Million 0.34% of portfolio
60,213
Q1 2025 Added 3.22%

Summary

  • Portfolio
  • No. of Stocks 232
  • Current Value $788 Million
  • Prior Value $779 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 15, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 21 stocks
  • Additional Purchases 94 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 100 stocks
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