True Wealth Advisors, LLC has filed its 13F form on October 29, 2024 for Q3 2024 where it was disclosed a total value porftolio of $271 Million distributed in 224 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 $26.2M, ETF Ser Solutions Aptus Collar with a value of $19.8M, First Tr ETF Vi Smid Cap Risin with a value of $9.34M, Invesco Qqq Trust, Series 1 with a value of $9.07M, and Xtrackers Msci Eafe Hedged Equ with a value of $8.39M.
Examining the 13F form we can see an increase of $22.9M in the current position value, from $249M to 271M.
Below you can find more details about True Wealth Advisors, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$271 Million
ETFs: $202 Million
Technology: $13.2 Million
Financial Services: $12.2 Million
Industrials: $8.43 Million
Energy: $6.36 Million
Communication Services: $5.39 Million
Healthcare: $5.21 Million
Consumer Cyclical: $5.02 Million
Other: $12.7 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
