True Private Wealth Advisors Portfolio Holdings
True Private Wealth Advisors
- $851 Million
- Q2 2024
True Private Wealth Advisors has filed its 13F form on July 16, 2024 for Q2 2024 where it was disclosed a total value porftolio of $851 Million distributed in 278 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Tr with a value of $94.4M, Ishares Tr Fltg Rate Nt ETF with a value of $58.3M, Invesco S&P 500 Equal Weight E with a value of $54.5M, Ishares Core S&P Total U.S. St with a value of $44.2M, and First Tr Morningstar Dividend with a value of $39.5M.
Examining the 13F form we can see an decrease of $6.38M in the current position value, from $857M to 851M.
Below you can find more details about True Private Wealth Advisors portfolio as well as his latest detailed transactions.
Portfolio value
$851 Million
ETFs: $619 Million
Technology: $77.9 Million
Financial Services: $30.5 Million
Healthcare: $28.6 Million
Consumer Cyclical: $22.7 Million
Industrials: $21 Million
Consumer Defensive: $20.5 Million
Communication Services: $16 Million
Other: $15.2 Million
Stock Holdings Table
Summary
- Portfolio
- No. of Stocks 278
- Current Value $851 Million
- Prior Value $857 Million
- Filing
- Period Q2 2024
- Filing Date July 16, 2024
- Form Type 13F-HR
- Activity in Q2 2024
- New Purchases 12 stocks
- Additional Purchases 114 stocks
- Sold out of 0 stocks
- Reduced holdings in 128 stocks