True Wealth Advisors, LLC has filed its 13F form on July 24, 2024 for Q2 2024 where it was disclosed a total value porftolio of $249 Million distributed in 218 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 $26.9M, ETF Ser Solutions Aptus Collar with a value of $18M, First Tr ETF Vi Smid Cap Risin with a value of $9.95M, Spdr Portfolio Aggregate Bond with a value of $8.52M, and Invesco Qqq Trust, Series 1 with a value of $8.47M.
Examining the 13F form we can see an increase of $8.34M in the current position value, from $240M to 249M.
Below you can find more details about True Wealth Advisors, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$249 Million
ETFs: $187 Million
Technology: $12.4 Million
Financial Services: $9.15 Million
Energy: $8.27 Million
Industrials: $7.11 Million
Communication Services: $5.11 Million
Consumer Cyclical: $4.56 Million
Healthcare: $4.28 Million
Other: $10.5 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
