True Wealth Financial Partners Portfolio Holdings by Sector
True Wealth Financial Partners
- $153 Million
- Q2 2024
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
VOO VBR VDE VWO VO VEU VAW VNQ 14 stocks |
$148,773
97.24% of portfolio
|
14
|
- | - | - |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$2,837
1.85% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$1,097
0.72% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
BABA 1 stocks |
$281
0.18% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|