True Wealth Financial Partners Portfolio Holdings

True Wealth Financial Partners

  • $153 Million
  • Q2 2024

True Wealth Financial Partners has filed its 13F form on August 09, 2024 for Q2 2024 where it was disclosed a total value porftolio of $153 Million distributed in 18 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $16.6M, Vanguard Small Cap Value ETF with a value of $16.3M, Vanguard Energy ETF with a value of $16M, Vanguard Ftse Emerging Mkts Et with a value of $15M, and Vanguard Mid Cap ETF with a value of $14.8M.

Examining the 13F form we can see an increase of $10.5M in the current position value, from $143M to 153M.

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

Portfolio value $153 Million
ETFs: $149 Million
Technology: $3.93 Million
Consumer Cyclical: $281,000

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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.11T
$2.84 Million 1.85% of portfolio
6,349
Q2 2024 Added 36.51%
$3.64T
$1.1 Million 0.72% of portfolio
5,210
Q3 2023 Added 214.23%
$305B
$281,000 0.18% of portfolio
3,907
Q1 2024 Added 15.93%

Summary

  • Portfolio
  • No. of Stocks 18
  • Current Value $153 Million
  • Prior Value $143 Million
  • Filing
  • Period Q2 2024
  • Filing Date August 09, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 1 stocks
  • Additional Purchases 15 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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