True Wealth Advisors, LLC has filed its 13F form on January 15, 2025 for Q4 2024 where it was disclosed a total value porftolio of $262 Million distributed in 222 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 $14.8M, Invesco Qqq Trust, Series 1 with a value of $10.2M, First Tr ETF Vi Smid Cap Risin with a value of $9.02M, and Xtrackers Msci Eafe Hedged Equ with a value of $8.21M.
Examining the 13F form we can see an decrease of $9.51M in the current position value, from $271M to 262M.
Below you can find more details about True Wealth Advisors, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$262 Million
ETFs: $196 Million
Financial Services: $12.9 Million
Technology: $10 Million
Industrials: $8.28 Million
Energy: $7.46 Million
Consumer Cyclical: $5.99 Million
Communication Services: $4.63 Million
Utilities: $4.58 Million
Other: $11.2 Million
Stock Holdings Table Market Cap. of $200 Billions or more
