True Wealth Financial Partners Portfolio Holdings

True Wealth Financial Partners

  • $159 Million
  • Q4 2024

True Wealth Financial Partners has filed its 13F form on February 13, 2025 for Q4 2024 where it was disclosed a total value porftolio of $159 Million distributed in 19 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Small Cap Value ETF with a value of $16.9M, Vanguard Index Fds S&P 500 ETF with a value of $16.1M, Vanguard Ftse Emerging Mkts Et with a value of $16M, Vanguard Mid Cap ETF with a value of $15.8M, and Vanguard Energy ETF with a value of $14.6M.

Examining the 13F form we can see an decrease of $4.93M in the current position value, from $164M to 159M.

Below you can find more details about True Wealth Financial Partners portfolio as well as his latest detailed transactions.

Portfolio value $159 Million
ETFs: $155 Million
Technology: $3.97 Million
Consumer Cyclical: $331,000

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$16.9 Million 10.62% of portfolio
85,321
Q4 2024 Added 1.61%
$0
$16.1 Million 10.09% of portfolio
29,824
Q4 2024 Reduced 0.13%
$0
$16 Million 10.06% of portfolio
363,609
Q4 2024 Added 0.91%
$0
$15.8 Million 9.91% of portfolio
59,773
Q4 2024 Added 1.0%
$0
$14.6 Million 9.19% of portfolio
120,599
Q4 2024 Reduced 1.15%
$0
$14.4 Million 9.07% of portfolio
162,140
Q4 2024 Added 0.7%
$0
$14.4 Million 9.04% of portfolio
250,715
Q4 2024 Added 0.45%
$0
$14.1 Million 8.88% of portfolio
75,252
Q4 2024 Added 0.42%
$0
$9.39 Million 5.9% of portfolio
125,645
Q4 2024 Added 0.94%
$0
$9.06 Million 5.69% of portfolio
184,789
Q4 2024 Added 1.35%
$0
$8.94 Million 5.61% of portfolio
184,624
Q4 2024 Reduced 0.08%
$3.09T
$2.67 Million 1.67% of portfolio
6,324
Q3 2024 Reduced 0.39%
$0
$2 Million 1.26% of portfolio
41,869
Q4 2024 Reduced 0.87%
$0
$1.79 Million 1.13% of portfolio
3,059
Q3 2024 Reduced 0.26%
$3.94T
$1.3 Million 0.82% of portfolio
5,210
Q3 2023 Added 214.23%
$0
$1.05 Million 0.66% of portfolio
18,032
Q4 2024 New
$333B
$331,000 0.21% of portfolio
3,907
Q1 2024 Added 15.93%
-
$0 0.0% of portfolio
-
Q2 2024 New

Summary

  • Portfolio
  • No. of Stocks 19
  • Current Value $159 Million
  • Prior Value $164 Million
  • Filing
  • Period Q4 2024
  • Filing Date February 13, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 1 stocks
  • Additional Purchases 9 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 4 stocks
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