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
$152B
$402,000 0.05% of portfolio
1,901
Q1 2025 Reduced 4.52%
$0
$407,000 0.05% of portfolio
6,599
Q1 2025 Added 3.34%
$0
$403,000 0.05% of portfolio
4,369
Q1 2025 Reduced 1.64%
$19.8B
$349,000 0.04% of portfolio
11,943
Q4 2024 Reduced 0.13%
$52.7B
$299,000 0.04% of portfolio
1,000
Q4 2024 Reduced 0.6%
$187B
$284,000 0.04% of portfolio
2,765
Q1 2025 New
$145B
$294,000 0.04% of portfolio
791
Q1 2025 Added 8.21%
$0
$308,000 0.04% of portfolio
13,950
Q4 2024 Added 200.0%
$0
$336,000 0.04% of portfolio
3,589
Q1 2025 Reduced 1.43%
$2.51B
$348,000 0.04% of portfolio
7,200
Q2 2018 New
$0
$328,000 0.04% of portfolio
4,022
Q1 2025 New
$205B
$293,000 0.04% of portfolio
2,971
Q1 2025 Reduced 7.27%
$154B
$338,000 0.04% of portfolio
722
Q1 2025 Added 1.26%
$1.81B
$341,000 0.04% of portfolio
13,682
Q1 2025 Added 0.4%
$307B
$322,000 0.04% of portfolio
4,505
Q1 2025 Reduced 73.96%
$0
$280,000 0.04% of portfolio
9,239
Q1 2025 New
$57.4B
$285,000 0.04% of portfolio
1,853
Q1 2025 Added 1.93%
$0
$299,000 0.04% of portfolio
1,481
Q1 2025 New
$76.6B
$306,000 0.04% of portfolio
769
Q1 2025 Reduced 11.0%
$39.9B
$295,000 0.04% of portfolio
29,422
Q1 2025 Added 1.88%
$0
$339,000 0.04% of portfolio
3,224
Q1 2025 Reduced 3.96%
$62.7B
$324,000 0.04% of portfolio
4,043
Q1 2025 Reduced 0.98%
$0
$336,000 0.04% of portfolio
4,054
Q4 2023 New
$33.7B
$289,000 0.04% of portfolio
2,479
Q1 2024 Reduced 0.2%
$55.6B
$286,000 0.04% of portfolio
4,655
Q1 2025 Added 0.04%
$0
$299,000 0.04% of portfolio
1,418
Q1 2025 Added 0.14%
$106B
$282,000 0.04% of portfolio
4,711
Q3 2024 Reduced 56.02%
$0
$284,000 0.04% of portfolio
2,023
Q1 2025 Reduced 91.86%
$461B
$284,000 0.04% of portfolio
2,033
Q1 2025 Added 2.62%
$98B
$221,000 0.03% of portfolio
955
Q1 2025 Reduced 4.88%
$277B
$232,000 0.03% of portfolio
443
Q1 2025 New
$70.7B
$203,000 0.03% of portfolio
1,850
Q1 2025 Added 1.37%
$0
$238,000 0.03% of portfolio
3,510
Q1 2025 Added 0.14%
$0
$268,000 0.03% of portfolio
2,020
Q1 2025 Reduced 4.27%
$154B
$246,000 0.03% of portfolio
791
Q1 2025 Added 0.76%
$0
$260,000 0.03% of portfolio
2,930
Q1 2025 Added 0.03%
$99.8B
$222,000 0.03% of portfolio
661
Q2 2024 New
$23.4B
$220,000 0.03% of portfolio
443
Q1 2025 Added 0.23%
$148B
$209,000 0.03% of portfolio
2,958
Q1 2025 Added 0.24%
$79.5B
$212,000 0.03% of portfolio
1,699
Q1 2025 Reduced 0.7%
$20.5B
$242,000 0.03% of portfolio
4,113
Q1 2025 New
$235B
$271,000 0.03% of portfolio
3,214
Q1 2025 Added 8.73%
$39.4B
$244,000 0.03% of portfolio
1,128
Q1 2025 Reduced 7.84%
$138B
$228,000 0.03% of portfolio
2,035
Q1 2025 New
$3.45B
$273,000 0.03% of portfolio
950
Q1 2025 New
$17.7B
$220,000 0.03% of portfolio
809
Q4 2024 Reduced 0.61%
$91B
$220,000 0.03% of portfolio
3,248
Q1 2025 New
$0
$270,000 0.03% of portfolio
3,971
Q1 2025 New
$0
$254,000 0.03% of portfolio
14,799
Q1 2025 Reduced 1.23%

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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