True Wealth Financial Partners Portfolio Holdings by Sector
True Wealth Financial Partners
- $164 Million
- Q1 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
VOO VBR VWO VDE VO VNQ VEU VAW 19 stocks |
$160,158
97.95% of portfolio
|
8
|
10
|
4
|
- |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$2,355
1.44% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
BABA 1 stocks |
$517
0.32% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$483
0.3% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|