True Wealth Advisors, LLC Portfolio Holdings
True Wealth Advisors, LLC
- $271 Million
- Q3 2024
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.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
|---|
Summary
- Portfolio
- No. of Stocks 224
- Current Value $271 Million
- Prior Value $249 Million
- Filing
- Period Q3 2024
- Filing Date October 29, 2024
- Form Type 13F-HR
- Activity in Q3 2024
- New Purchases 22 stocks
- Additional Purchases 100 stocks
- Sold out of 0 stocks
- Reduced holdings in 82 stocks