True Wealth Advisors, LLC Portfolio Holdings

True Wealth Advisors, LLC

  • $262 Million
  • Q4 2024

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 $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.74B
$5.58 Million 2.13% of portfolio
65,850
Q4 2024 Added 0.01%

Summary

  • Portfolio
  • No. of Stocks 222
  • Current Value $262 Million
  • Prior Value $271 Million
  • Filing
  • Period Q4 2024
  • Filing Date January 15, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 23 stocks
  • Additional Purchases 96 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 77 stocks
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