True Wealth Advisors, LLC Portfolio Holdings
True Wealth Advisors, LLC
- $240 Million
- Q1 2024
True Wealth Advisors, LLC has filed its 13F form on April 23, 2024 for Q1 2024 where it was disclosed a total value porftolio of $240 Million distributed in 208 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Spdr S&P 500 ETF Trust with a value of $25.8M, ETF Ser Solutions Aptus Collar with a value of $14.6M, Xtrackers Msci Eafe Hedged Equ with a value of $11.1M, Spdr Portfolio Aggregate Bond with a value of $9.36M, and First Tr ETF Vi Smid Cap Risin with a value of $8.41M.
Examining the 13F form we can see an increase of $4.61M in the current position value, from $236M to 240M.
Below you can find more details about True Wealth Advisors, LLC portfolio as well as his latest detailed transactions.
Stock Holdings Table ETFs Only
Summary
- Portfolio
- No. of Stocks 208
- Current Value $240 Million
- Prior Value $236 Million
- Filing
- Period Q1 2024
- Filing Date April 23, 2024
- Form Type 13F-HR
- Activity in Q1 2024
- New Purchases 21 stocks
- Additional Purchases 70 stocks
- Sold out of 0 stocks
- Reduced holdings in 101 stocks