Truvestments Capital LLC Portfolio Holdings
Truvestments Capital LLC
- $245 Million
- Q2 2024
Truvestments Capital LLC has filed its 13F form on August 14, 2024 for Q2 2024 where it was disclosed a total value porftolio of $245 Million distributed in 218 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Broadcom Inc. with a value of $7.61M, Qualcomm Inc with a value of $6.5M, Apple Inc. with a value of $6.34M, Berkshire Hathaway Inc Class B with a value of $6.08M, and Nvidia Corp with a value of $5.79M.
Examining the 13F form we can see an decrease of $7M in the current position value, from $252M to 245M.
Truvestments Capital LLC is based out at Sarasota, FL
Below you can find more details about Truvestments Capital LLC portfolio as well as his latest detailed transactions.
Portfolio value
$245 Million
Technology: $68.7 Million
Industrials: $38.3 Million
Real Estate: $30.6 Million
Financial Services: $26.5 Million
Healthcare: $17.8 Million
Consumer Defensive: $15.8 Million
Consumer Cyclical: $15.6 Million
ETFs: $11.6 Million
Other: $20.6 Million
Stock Holdings Table
Summary
- Portfolio
- No. of Stocks 218
- Current Value $245 Million
- Prior Value $252 Million
- Filing
- Period Q2 2024
- Filing Date August 14, 2024
- Form Type 13F-HR
- Activity in Q2 2024
- New Purchases 5 stocks
- Additional Purchases 154 stocks
- Sold out of 0 stocks
- Reduced holdings in 58 stocks