True Private Wealth Advisors Portfolio Holdings
True Private Wealth Advisors
- $779 Million
- Q4 2024
True Private Wealth Advisors has filed its 13F form on February 13, 2025 for Q4 2024 where it was disclosed a total value porftolio of $779 Million distributed in 224 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Tr with a value of $81.2M, Ishares Agency Bond ETF with a value of $80.4M, Invesco S&P 500 Equal Weight E with a value of $55.5M, Ishares Tr Fltg Rate Nt ETF with a value of $41.7M, and First Tr Morningstar Dividend with a value of $38.5M.
Examining the 13F form we can see an decrease of $19.6M in the current position value, from $799M to 779M.
Below you can find more details about True Private Wealth Advisors portfolio as well as his latest detailed transactions.
Portfolio value
$779 Million
ETFs: $586 Million
Technology: $63.5 Million
Financial Services: $31.5 Million
Consumer Cyclical: $21.1 Million
Healthcare: $19.3 Million
Industrials: $18.9 Million
Consumer Defensive: $14.7 Million
Communication Services: $11.6 Million
Other: $12.6 Million
Stock Holdings Table Companies Only
Summary
- Portfolio
- No. of Stocks 224
- Current Value $779 Million
- Prior Value $799 Million
- Filing
- Period Q4 2024
- Filing Date February 13, 2025
- Form Type 13F-HR
- Activity in Q4 2024
- New Purchases 27 stocks
- Additional Purchases 75 stocks
- Sold out of 0 stocks
- Reduced holdings in 101 stocks