True Wealth Financial Partners Portfolio Holdings by Sector
True Wealth Financial Partners
- $159 Million
- Q4 2024
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
VBR VOO VWO VO VDE VNQ VEU VAW 15 stocks |
$154,949
97.3% of portfolio
|
10
|
4
|
1
|
- |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$2,665
1.67% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$1,304
0.82% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
BABA 1 stocks |
$331
0.21% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|