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 Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
|---|
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