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
$2.69 Million 0.34% of portfolio
34,116
Q1 2025 Reduced 0.19%
$0
$2.59 Million 0.33% of portfolio
13,566
Q1 2025 Reduced 4.68%
$0
$2.55 Million 0.32% of portfolio
19,759
Q1 2025 Reduced 0.1%
$0
$2.5 Million 0.32% of portfolio
81,373
Q1 2025 Reduced 13.09%
$182B
$2.48 Million 0.31% of portfolio
54,637
Q1 2025 Added 2.22%
$0
$2.33 Million 0.3% of portfolio
22,252
Q1 2025 Added 2.34%
$993B
$2.27 Million 0.29% of portfolio
14,654
Q1 2025 Added 15.15%
$53.7B
$2.28 Million 0.29% of portfolio
38,715
Q1 2025 Added 0.88%
$0
$2.16 Million 0.27% of portfolio
59,248
Q1 2025 Added 14.9%
$1.5T
$1.94 Million 0.25% of portfolio
3,373
Q1 2025 Added 5.57%
$0
$1.82 Million 0.23% of portfolio
21,948
Q1 2025 Reduced 0.33%
$0
$1.8 Million 0.23% of portfolio
19,441
Q1 2025 Reduced 22.78%
$1.03T
$1.82 Million 0.23% of portfolio
11,674
Q1 2025 Added 0.02%
$0
$1.8 Million 0.23% of portfolio
3,847
Q1 2025 Reduced 0.7%
$0
$1.69 Million 0.21% of portfolio
31,567
Q1 2025 Reduced 23.47%
$81.6B
$1.63 Million 0.21% of portfolio
16,904
Q1 2025 Reduced 1.25%
$130B
$1.68 Million 0.21% of portfolio
66,127
Q1 2025 Added 3.77%
$267B
$1.62 Million 0.21% of portfolio
6,023
Q1 2025 Added 2.69%
$58B
$1.46 Million 0.19% of portfolio
22,407
Q1 2025 Reduced 1.37%
$239B
$1.5 Million 0.19% of portfolio
6,040
Q1 2025 Reduced 4.58%
$116B
$1.49 Million 0.19% of portfolio
17,173
Q1 2025 Added 4.21%
$284B
$1.46 Million 0.18% of portfolio
20,290
Q1 2025 Reduced 0.03%
$600B
$1.41 Million 0.18% of portfolio
4,010
Q1 2025 Reduced 0.02%
$0
$1.46 Million 0.18% of portfolio
40,120
Q1 2025 Reduced 49.55%
$0
$1.3 Million 0.17% of portfolio
28,240
Q1 2025 Reduced 55.74%
$0
$1.22 Million 0.16% of portfolio
36,775
Q1 2025 Added 46.31%
$0
$1.27 Million 0.16% of portfolio
13,827
Q1 2025 Added 168.9%
$59B
$1.27 Million 0.16% of portfolio
7,459
Q1 2025 Added 0.3%
$0
$1.29 Million 0.16% of portfolio
27,930
Q1 2025 Added 45.99%
$0
$1.21 Million 0.15% of portfolio
6,519
Q1 2025 Reduced 47.18%
$0
$1.16 Million 0.15% of portfolio
21,158
Q1 2025 Added 0.36%
$204B
$1.14 Million 0.14% of portfolio
8,618
Q1 2025 Reduced 1.01%
$221B
$1.07 Million 0.14% of portfolio
9,213
Q1 2025 Added 12.61%
$125B
$1.02 Million 0.13% of portfolio
5,993
Q1 2025 Added 2.06%
$0
$1 Million 0.13% of portfolio
12,148
Q1 2025 New
$0
$1.05 Million 0.13% of portfolio
17,904
Q1 2025 Added 0.72%
$14.8B
$1.03 Million 0.13% of portfolio
64,260
Q1 2025 Reduced 3.61%
$0
$1.03 Million 0.13% of portfolio
13,496
Q1 2025 Reduced 15.4%
$0
$965,000 0.12% of portfolio
24,513
Q1 2025 Added 17.66%
$386B
$913,000 0.12% of portfolio
5,362
Q1 2025 Added 20.06%
$0
$962,000 0.12% of portfolio
14,743
Q1 2025 Added 0.83%
$184B
$877,000 0.11% of portfolio
2,661
Q1 2025 Reduced 2.42%
$0
$885,000 0.11% of portfolio
23,940
Q1 2025 Added 57.5%
$265B
$802,000 0.1% of portfolio
12,997
Q1 2025 Reduced 32.37%
$557B
$756,000 0.1% of portfolio
811
Q1 2025 Reduced 0.12%
$78.9B
$789,000 0.1% of portfolio
12,430
Q1 2025 Added 1.16%
$440B
$798,000 0.1% of portfolio
1
Q2 2017 New
$6.43B
$671,000 0.09% of portfolio
13,648
Q1 2025 Reduced 9.03%
$47.4B
$708,000 0.09% of portfolio
10,466
Q1 2025 Added 12.99%

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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