True Private Wealth Advisors Portfolio Holdings
True Private Wealth Advisors
- $857 Million
- Q1 2024
True Private Wealth Advisors has filed its 13F form on April 25, 2024 for Q1 2024 where it was disclosed a total value porftolio of $857 Million distributed in 284 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Tr with a value of $92.2M, Invesco S&P 500 Equal Weight E with a value of $58.1M, Ishares Core S&P Total U.S. St with a value of $50.9M, Ishares Trust Ishares Pfd And with a value of $44.4M, and First Tr Morningstar Dividend with a value of $42.7M.
Examining the 13F form we can see an increase of $76.6M in the current position value, from $781M to 857M.
Below you can find more details about True Private Wealth Advisors portfolio as well as his latest detailed transactions.
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 284
- Current Value $857 Million
- Prior Value $781 Million
- Filing
- Period Q1 2024
- Filing Date April 25, 2024
- Form Type 13F-HR
- Activity in Q1 2024
- New Purchases 16 stocks
- Additional Purchases 133 stocks
- Sold out of 0 stocks
- Reduced holdings in 114 stocks