True Wealth Financial Partners Portfolio Holdings

True Wealth Financial Partners

  • $164 Million
  • Q3 2024

True Wealth Financial Partners has filed its 13F form on November 14, 2024 for Q3 2024 where it was disclosed a total value porftolio of $164 Million distributed in 18 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Ftse Emerging Mkts Et with a value of $17.2M, Vanguard Small Cap Value ETF with a value of $16.9M, Vanguard Materials ETF with a value of $15.8M, Vanguard Index Fds S&P 500 ETF with a value of $15.8M, and Vanguard Ftse All World Ex Us with a value of $15.7M.

Examining the 13F form we can see an increase of $11.2M in the current position value, from $153M to 164M.

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

Portfolio value $164 Million
ETFs: $160 Million
Technology: $3.93 Million
Consumer Cyclical: $414,000

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.39T
$2.72 Million 1.66% of portfolio
6,324
Q3 2024 Reduced 0.39%
$4.07T
$1.21 Million 0.74% of portfolio
5,210
Q3 2023 Added 214.23%
$231B
$414,000 0.25% of portfolio
3,907
Q1 2024 Added 15.93%

Summary

  • Portfolio
  • No. of Stocks 18
  • Current Value $164 Million
  • Prior Value $153 Million
  • Filing
  • Period Q3 2024
  • Filing Date November 14, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 0 stocks
  • Additional Purchases 7 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 8 stocks
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