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.