TRUE Private Wealth Advisors
Latest statistics and disclosures from TRUE Private Wealth Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IXUS, AGZ, RSP, FLOT, FDL, and represent 37.75% of TRUE Private Wealth Advisors's stock portfolio.
- Added to shares of these 10 stocks: AGZ (+$44M), EMXC (+$8.1M), CLOI (+$5.8M), SCHD (+$5.0M), SMIZ, MOAT, STZ, SMOT, VBR, GLD.
- Started 11 new stock positions in DNP, ETHE, Grayscale Bitcoin Mini Trust BTC, IYJ, STZ, QQQM, SMR, DFEN, IEI, VOOG. IJT.
- Reduced shares in these 10 stocks: PFF (-$25M), FLOT (-$15M), IXUS (-$8.8M), ITOT (-$8.5M), AAPL (-$7.3M), VGT (-$5.3M), XLC, IJR, SHY, .
- Sold out of its positions in AEP, COR, AMAT, APP, AZN, ADP, AZO, BNL, AVGO, CHD.
- TRUE Private Wealth Advisors was a net seller of stock by $-92M.
- TRUE Private Wealth Advisors has $838M in assets under management (AUM), dropping by -5.10%.
- Central Index Key (CIK): 0001667074
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Portfolio Holdings for TRUE Private Wealth Advisors
TRUE Private Wealth Advisors holds 215 positions in its portfolio as reported in the September 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Core Msci Total (IXUS) | 11.0 | $93M | -8% | 1.3M | 72.63 |
|
| Ishares Tr Agency Bond Etf (AGZ) | 9.9 | $83M | +113% | 752k | 110.40 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 6.8 | $57M | -4% | 317k | 179.16 |
|
| Ishares Tr Fltg Rate Nt Etf (FLOT) | 5.2 | $43M | -25% | 847k | 51.04 |
|
| First Tr Morningstar Divid L SHS (FDL) | 4.9 | $41M | -6% | 975k | 41.95 |
|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 4.6 | $38M | -18% | 304k | 125.62 |
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 3.7 | $31M | -3% | 164k | 189.80 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 3.6 | $30M | +3% | 136k | 220.89 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 3.4 | $29M | +4% | 460k | 62.32 |
|
| Apple (AAPL) | 3.3 | $28M | -20% | 118k | 233.00 |
|
| Zacks Trust Small/mid Cap (SMIZ) | 2.3 | $19M | +34% | 583k | 33.10 |
|
| Microsoft Corporation (MSFT) | 1.8 | $15M | -18% | 35k | 430.31 |
|
| Amazon (AMZN) | 1.1 | $9.3M | -12% | 50k | 186.33 |
|
| Ishares Msci Emrg Chn (EMXC) | 1.0 | $8.7M | +1350% | 142k | 61.11 |
|
| Vaneck Etf Trust Clo Etf (CLOI) | 1.0 | $8.4M | +229% | 158k | 53.04 |
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 1.0 | $8.2M | +160% | 97k | 84.53 |
|
| Vanguard World Inf Tech Etf (VGT) | 1.0 | $8.2M | -39% | 14k | 586.56 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.9 | $7.7M | -22% | 13k | 576.84 |
|
| NVIDIA Corporation (NVDA) | 0.9 | $7.7M | -17% | 64k | 121.44 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.9 | $7.7M | -2% | 16k | 488.10 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.9 | $7.4M | -30% | 14k | 527.69 |
|
| Ishares Tr Core Total Usd (IUSB) | 0.8 | $7.1M | +9% | 150k | 47.12 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.8 | $6.7M | -4% | 15k | 460.27 |
|
| Ishares Tr Grwt Allocat Etf (AOR) | 0.8 | $6.7M | 113k | 59.24 |
|
|
| Eli Lilly & Co. (LLY) | 0.7 | $6.1M | -18% | 6.8k | 886.05 |
|
| JPMorgan Chase & Co. (JPM) | 0.7 | $6.0M | -3% | 29k | 210.87 |
|
| Abbvie (ABBV) | 0.7 | $5.8M | 29k | 197.48 |
|
|
| Chevron Corporation (CVX) | 0.6 | $5.1M | -3% | 35k | 147.27 |
|
| Johnson & Johnson (JNJ) | 0.6 | $5.1M | -3% | 31k | 162.06 |
|
| Vaneck Etf Trust Mrngstr Wde Moat (MOAT) | 0.6 | $5.1M | +159% | 52k | 96.95 |
|
| Exxon Mobil Corporation (XOM) | 0.6 | $4.9M | -8% | 42k | 117.22 |
|
| Costco Wholesale Corporation (COST) | 0.6 | $4.8M | -29% | 5.4k | 886.65 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 0.6 | $4.8M | -15% | 61k | 78.05 |
|
| Ishares Tr Pfd And Incm Sec (PFF) | 0.6 | $4.7M | -84% | 141k | 33.23 |
|
| Goldman Sachs (GS) | 0.6 | $4.7M | 9.5k | 495.16 |
|
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.6 | $4.7M | +7% | 49k | 95.75 |
|
| United Rentals (URI) | 0.5 | $4.6M | -6% | 5.7k | 809.85 |
|
| Pepsi (PEP) | 0.5 | $4.4M | -10% | 26k | 170.05 |
|
| Ishares Tr U.s. Tech Etf (IYW) | 0.5 | $4.3M | -18% | 29k | 151.62 |
|
| Graniteshares Etf Tr 2x Long Nvda Dai (NVDL) | 0.5 | $4.3M | +3% | 74k | 58.19 |
|
| Emerson Electric (EMR) | 0.5 | $4.1M | 38k | 109.37 |
|
|
| 3M Company (MMM) | 0.5 | $4.1M | -4% | 30k | 136.70 |
|
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.4 | $3.7M | -49% | 45k | 83.15 |
|
| Vanguard Index Fds Value Etf (VTV) | 0.4 | $3.7M | -2% | 21k | 174.58 |
|
| Spdr Gold Tr Gold Shs (GLD) | 0.4 | $3.5M | +71% | 15k | 243.07 |
|
| Ishares Tr S&p 500 Val Etf (IVE) | 0.4 | $3.5M | 18k | 197.18 |
|
|
| Us Bancorp Del Com New (USB) | 0.4 | $3.5M | -4% | 77k | 45.73 |
|
| Ark Etf Tr Innovation Etf (ARKK) | 0.4 | $3.1M | -2% | 66k | 47.53 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.4 | $3.1M | -2% | 5.4k | 573.84 |
|
| Ishares Tr Hdg Msci Eafe (HEFA) | 0.3 | $2.9M | -36% | 82k | 35.42 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.3 | $2.9M | -60% | 25k | 116.96 |
|
| Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.3 | $2.8M | -24% | 34k | 80.78 |
|
| Ishares Core Msci Emkt (IEMG) | 0.3 | $2.6M | -2% | 46k | 57.41 |
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.3 | $2.5M | -2% | 20k | 128.21 |
|
| Vaneck Etf Trust Morningstar Smid (SMOT) | 0.3 | $2.5M | +414% | 71k | 35.03 |
|
| Verizon Communications (VZ) | 0.3 | $2.4M | -10% | 55k | 44.91 |
|
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.3 | $2.4M | +174% | 12k | 200.78 |
|
| Dutch Bros Cl A (BROS) | 0.3 | $2.3M | -3% | 70k | 32.03 |
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.3 | $2.2M | 13k | 179.31 |
|
|
| Constellation Brands Cl A (STZ) | 0.3 | $2.1M | NEW | 8.2k | 257.69 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.3 | $2.1M | -58% | 13k | 165.85 |
|
| Direxion Shs Etf Tr Dly Aapl Bull 2x (AAPU) | 0.2 | $2.1M | -2% | 55k | 38.05 |
|
| Blackrock Etf Trust Us Eqt Factor (DYNF) | 0.2 | $2.0M | 41k | 49.47 |
|
|
| Alphabet Cap Stk Cl C (GOOG) | 0.2 | $1.9M | -28% | 12k | 167.20 |
|
| Ishares Tr Modert Alloc Etf (AOM) | 0.2 | $1.9M | +2% | 43k | 45.11 |
|
| Ishares Tr Mbs Etf (MBB) | 0.2 | $1.9M | -4% | 19k | 95.81 |
|
| Ishares Tr Eafe Value Etf (EFV) | 0.2 | $1.8M | +114% | 32k | 57.53 |
|
| Ishares Gold Tr Ishares New (IAU) | 0.2 | $1.8M | -3% | 37k | 49.70 |
|
| Meta Platforms Cl A (META) | 0.2 | $1.8M | -26% | 3.2k | 572.58 |
|
| Pfizer (PFE) | 0.2 | $1.8M | -18% | 62k | 28.94 |
|
| Direxion Shs Etf Tr Direxion 2x Shar (AMZU) | 0.2 | $1.7M | 54k | 32.44 |
|
|
| Ishares Tr Eafe Grwth Etf (EFG) | 0.2 | $1.7M | -9% | 16k | 107.65 |
|
| Tesla Motors (TSLA) | 0.2 | $1.7M | -17% | 6.4k | 261.63 |
|
| Direxion Shs Etf Tr Daily Msft 2x Sh (MSFU) | 0.2 | $1.7M | -2% | 38k | 44.17 |
|
| salesforce (CRM) | 0.2 | $1.6M | 5.9k | 273.74 |
|
|
| Direxion Shs Etf Tr Dly Tech Bull 3x (TECL) | 0.2 | $1.5M | -46% | 18k | 87.53 |
|
| International Business Machines (IBM) | 0.2 | $1.4M | -2% | 6.3k | 221.09 |
|
| Bank Montreal Medium Microsectors Fan (FNGU) | 0.2 | $1.4M | -48% | 3.4k | 409.58 |
|
| Graniteshares Etf Tr 2x Long Meta Dai (FBL) | 0.2 | $1.4M | +7% | 42k | 32.69 |
|
| Ishares Tr Ishares Semicdtr (SOXX) | 0.2 | $1.4M | +6% | 5.9k | 230.61 |
|
| Fortinet (FTNT) | 0.2 | $1.3M | 17k | 77.55 |
|
|
| Ishares Tr Aggres Alloc Etf (AOA) | 0.2 | $1.3M | +3% | 16k | 78.91 |
|
| Palo Alto Networks (PANW) | 0.2 | $1.3M | 3.7k | 341.85 |
|
|
| Wells Fargo & Company (WFC) | 0.1 | $1.3M | -7% | 22k | 56.49 |
|
| Micron Technology (MU) | 0.1 | $1.2M | +179% | 12k | 103.72 |
|
| Grayscale Bitcoin Tr Btc Shs Rep Com Ut (GBTC) | 0.1 | $1.2M | -4% | 24k | 50.50 |
|
| Pacer Fds Tr Us Cash Cows 100 (COWZ) | 0.1 | $1.2M | +13% | 20k | 57.83 |
|
| Key (KEY) | 0.1 | $1.1M | -2% | 68k | 16.75 |
|
| Visa Com Cl A (V) | 0.1 | $1.1M | -17% | 4.1k | 275.01 |
|
| Nike CL B (NKE) | 0.1 | $1.1M | -11% | 13k | 88.41 |
|
| Cisco Systems (CSCO) | 0.1 | $1.1M | +4% | 21k | 53.22 |
|
| Caterpillar (CAT) | 0.1 | $1.1M | -36% | 2.7k | 391.20 |
|
| Raytheon Technologies Corp (RTX) | 0.1 | $1.1M | 8.7k | 121.17 |
|
|
| Blackrock Etf Trust Ii Flexible Income (BINC) | 0.1 | $1.1M | +43% | 20k | 53.53 |
|
| Boeing Company (BA) | 0.1 | $959k | -3% | 6.3k | 152.06 |
|
| Ishares Tr S&P SML 600 GWT (IJT) | 0.1 | $931k | NEW | 6.7k | 139.49 |
|
| Morgan Stanley Com New (MS) | 0.1 | $862k | -3% | 8.3k | 104.25 |
|
| Direxion Shs Etf Tr Dly Enrgy Bull2x (ERX) | 0.1 | $860k | -2% | 15k | 59.31 |
|
| Blackstone Group Inc Com Cl A (BX) | 0.1 | $811k | 5.3k | 153.13 |
|
|
| Alaska Air (ALK) | 0.1 | $779k | +6% | 17k | 45.21 |
|
| Procter & Gamble Company (PG) | 0.1 | $769k | -52% | 4.4k | 173.22 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $756k | -5% | 2.0k | 375.38 |
|
| Starbucks Corporation (SBUX) | 0.1 | $733k | -23% | 7.5k | 97.50 |
|
| Proshares Tr Ultrapro Qqq (TQQQ) | 0.1 | $706k | 9.7k | 72.49 |
|
|
| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.1 | $693k | 6.1k | 112.98 |
|
|
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.1 | $691k | 1.00 | 691180.00 |
|
|
| Ishares Tr Rus 1000 Etf (IWB) | 0.1 | $682k | -24% | 2.2k | 314.39 |
|
| Vanguard Index Fds Growth Etf (VUG) | 0.1 | $679k | +3% | 1.8k | 383.93 |
|
| Ishares Tr Tips Bd Etf (TIP) | 0.1 | $664k | -17% | 6.0k | 110.48 |
|
| Louisiana-Pacific Corporation (LPX) | 0.1 | $652k | 6.1k | 107.47 |
|
|
| Direxion Shs Etf Tr Daily Tsla 2x Sh (TSLL) | 0.1 | $636k | +5% | 46k | 13.82 |
|
| Merck & Co (MRK) | 0.1 | $630k | 5.6k | 113.58 |
|
|
| Bitwise Bitcoin Etf Tr Shs Ben Int (BITB) | 0.1 | $603k | +9% | 17k | 34.59 |
|
| Pacer Fds Tr Globl Cash Etf (GCOW) | 0.1 | $586k | 16k | 36.49 |
|
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| Netflix (NFLX) | 0.1 | $576k | 812.00 | 709.27 |
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| Airbnb Com Cl A (ABNB) | 0.1 | $560k | 4.4k | 126.81 |
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| Snap Cl A (SNAP) | 0.1 | $556k | +3% | 52k | 10.70 |
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| Northwest Natural Holdin (NWN) | 0.1 | $539k | 13k | 40.82 |
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| Kroger (KR) | 0.1 | $530k | -16% | 9.2k | 57.30 |
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| Direxion Shs Etf Tr Daily Googl 2x S (GGLL) | 0.1 | $524k | -2% | 14k | 37.27 |
|
| Kimberly-Clark Corporation (KMB) | 0.1 | $523k | -26% | 3.7k | 142.29 |
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| Philip Morris International (PM) | 0.1 | $521k | -53% | 4.3k | 121.40 |
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| Home Depot (HD) | 0.1 | $520k | -44% | 1.3k | 405.43 |
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| Abbott Laboratories (ABT) | 0.1 | $512k | 4.5k | 114.02 |
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|
| Lowe's Companies (LOW) | 0.1 | $498k | -22% | 1.8k | 270.87 |
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| Ishares Tr U.s. Energy Etf (IYE) | 0.1 | $496k | 11k | 46.34 |
|
|
| Bristol Myers Squibb (BMY) | 0.1 | $483k | -30% | 9.3k | 51.74 |
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| Bank of America Corporation (BAC) | 0.1 | $475k | -22% | 12k | 39.68 |
|
| Comcast Corp Cl A (CMCSA) | 0.1 | $471k | -15% | 11k | 41.77 |
|
| McDonald's Corporation (MCD) | 0.1 | $464k | -44% | 1.5k | 304.63 |
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| Paypal Holdings (PYPL) | 0.1 | $461k | 5.9k | 78.03 |
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| Honeywell International (HON) | 0.1 | $448k | -3% | 2.2k | 206.74 |
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| Ishares Tr U.s. Fin Svc Etf (IYG) | 0.1 | $441k | 6.2k | 71.02 |
|
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| Ishares Tr Conser Alloc Etf (AOK) | 0.1 | $440k | 11k | 38.66 |
|
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| Ishares Tr Core S&p Us Vlu (IUSV) | 0.1 | $427k | 4.5k | 95.49 |
|
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| Iron Mountain (IRM) | 0.1 | $420k | -16% | 3.5k | 118.83 |
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| Alps Etf Tr Alerian Mlp (AMLP) | 0.0 | $408k | 8.7k | 47.13 |
|
|
| Weyerhaeuser Co Mtn Be Com New (WY) | 0.0 | $405k | 12k | 33.86 |
|
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| Ishares Tr Core S&p Us Gwt (IUSG) | 0.0 | $401k | -38% | 3.0k | 131.93 |
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| Ishares Tr National Mun Etf (MUB) | 0.0 | $397k | -11% | 3.7k | 108.63 |
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| Ishares Tr Core Div Grwth (DGRO) | 0.0 | $394k | +6% | 6.3k | 62.69 |
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| California Water Service (CWT) | 0.0 | $390k | 7.2k | 54.22 |
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| Duke Energy Corp Com New (DUK) | 0.0 | $385k | 3.3k | 115.31 |
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| First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE) | 0.0 | $379k | +10% | 21k | 18.10 |
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| Ishares Tr Us Treas Bd Etf (GOVT) | 0.0 | $374k | -14% | 16k | 23.45 |
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| Agilent Technologies Inc C ommon (A) | 0.0 | $368k | 2.5k | 148.48 |
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| Ford Motor Company (F) | 0.0 | $367k | -4% | 35k | 10.56 |
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| Ishares Tr U.s. Real Es Etf (IYR) | 0.0 | $366k | 3.6k | 101.88 |
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| Public Storage (PSA) | 0.0 | $366k | 1.0k | 363.87 |
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| Intuitive Surgical Com New (ISRG) | 0.0 | $365k | -32% | 742.00 | 491.60 |
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| Ats (ATS) | 0.0 | $358k | 12k | 29.05 |
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| Vanguard Whitehall Fds Intl Dvd Etf (VIGI) | 0.0 | $358k | 4.1k | 88.28 |
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| Columbia Banking System (COLB) | 0.0 | $356k | -5% | 14k | 26.11 |
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| Wal-Mart Stores (WMT) | 0.0 | $349k | -68% | 4.3k | 80.76 |
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| Coca-Cola Company (KO) | 0.0 | $343k | -57% | 4.8k | 71.87 |
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| MetLife (MET) | 0.0 | $343k | 4.2k | 82.49 |
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| Oracle Corporation (ORCL) | 0.0 | $341k | -70% | 2.0k | 170.40 |
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| Marvell Technology (MRVL) | 0.0 | $337k | 4.7k | 72.13 |
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| Ishares Tr Msci Usa Min Vol (USMV) | 0.0 | $333k | -11% | 3.6k | 91.31 |
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| Alibaba Group Hldg Sponsored Ads (BABA) | 0.0 | $331k | +3% | 3.1k | 106.12 |
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| Spdr Ser Tr Nuveen Blmbrg Sh (SHM) | 0.0 | $328k | -25% | 6.8k | 48.14 |
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| Expeditors International of Washington (EXPD) | 0.0 | $320k | 2.4k | 131.42 |
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| Zscaler Incorporated (ZS) | 0.0 | $317k | 1.9k | 170.94 |
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| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.0 | $316k | 4.7k | 67.85 |
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| Select Sector Spdr Tr Technology (XLK) | 0.0 | $314k | -4% | 1.4k | 225.76 |
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| Ishares Tr Rus Tp200 Gr Etf (IWY) | 0.0 | $311k | -15% | 1.4k | 220.17 |
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| Walt Disney Company (DIS) | 0.0 | $309k | -28% | 3.2k | 96.19 |
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| Aon Shs Cl A (AON) | 0.0 | $304k | 878.00 | 346.16 |
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| Deere & Company (DE) | 0.0 | $302k | -33% | 723.00 | 417.33 |
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| Ishares Tr 3 7 Yr Treas Bd (IEI) | 0.0 | $301k | NEW | 2.5k | 119.62 |
|
| Vanguard Admiral Fds 500 Grth Idx F (VOOG) | 0.0 | $296k | NEW | 858.00 | 345.43 |
|
| Vanguard Scottsdale Fds Vng Rus2000val (VTWV) | 0.0 | $296k | +11% | 2.0k | 147.16 |
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| Ishares Tr Rusel 2500 Etf (SMMD) | 0.0 | $295k | 4.3k | 67.75 |
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| Ishares Tr Jpmorgan Usd Emg (EMB) | 0.0 | $291k | -2% | 3.1k | 93.59 |
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| Crowdstrike Hldgs Cl A (CRWD) | 0.0 | $286k | -58% | 1.0k | 280.49 |
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| Spdr Ser Tr Bbg Conv Sec Etf (CWB) | 0.0 | $282k | -14% | 3.7k | 76.60 |
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| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.0 | $280k | +6% | 4.3k | 64.75 |
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| Fiserv (FI) | 0.0 | $275k | -69% | 1.5k | 179.67 |
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| Amgen (AMGN) | 0.0 | $271k | -69% | 841.00 | 322.24 |
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| Ishares Tr Expanded Tech (IGV) | 0.0 | $266k | -9% | 3.0k | 89.40 |
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| Stryker Corporation (SYK) | 0.0 | $264k | -45% | 731.00 | 361.31 |
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| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.0 | $264k | -37% | 2.7k | 98.11 |
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| Trane Technologies SHS (TT) | 0.0 | $257k | 661.00 | 388.78 |
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| At&t (T) | 0.0 | $254k | -21% | 12k | 22.00 |
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| Kenvue (KVUE) | 0.0 | $251k | -8% | 11k | 23.13 |
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| Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 0.0 | $251k | NEW | 1.3k | 200.86 |
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| Paychex (PAYX) | 0.0 | $247k | -65% | 1.8k | 134.19 |
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| United Parcel Service CL B (UPS) | 0.0 | $247k | -4% | 1.8k | 136.36 |
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| Ishares Tr Core Us Aggbd Et (AGG) | 0.0 | $245k | -66% | 2.4k | 101.28 |
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| Spdr Ser Tr Portfoli S&p1500 (SPTM) | 0.0 | $245k | -4% | 3.5k | 70.06 |
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| Advanced Micro Devices (AMD) | 0.0 | $245k | +10% | 1.5k | 164.11 |
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| Essex Property Trust (ESS) | 0.0 | $241k | 814.00 | 295.42 |
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| Altria (MO) | 0.0 | $240k | -56% | 4.7k | 51.04 |
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| Ishares Tr Us Infrastruc (IFRA) | 0.0 | $240k | 5.1k | 46.98 |
|
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| Thermo Fisher Scientific (TMO) | 0.0 | $230k | -78% | 371.00 | 619.50 |
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| Direxion Shs Etf Tr Dly Aerospc 3x (DFEN) | 0.0 | $229k | NEW | 6.4k | 35.66 |
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| Mosaic (MOS) | 0.0 | $223k | 8.3k | 26.78 |
|
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| Proshares Tr Ultrashort Qqq (QID) | 0.0 | $220k | 6.1k | 36.17 |
|
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| Ishares Tr Investment Grade (IGEB) | 0.0 | $217k | 4.7k | 46.48 |
|
|
| Citigroup Com New (C) | 0.0 | $216k | -3% | 3.4k | 62.60 |
|
| Clorox Company (CLX) | 0.0 | $214k | -70% | 1.3k | 162.91 |
|
| Mondelez Intl Cl A (MDLZ) | 0.0 | $211k | -53% | 2.9k | 73.67 |
|
| Ishares Tr Us Industrials (IYJ) | 0.0 | $211k | NEW | 1.6k | 133.73 |
|
| Adobe Systems Incorporated (ADBE) | 0.0 | $209k | -40% | 403.00 | 517.78 |
|
| Mastercard Incorporated Cl A (MA) | 0.0 | $206k | -58% | 418.00 | 493.80 |
|
| Waste Management (WM) | 0.0 | $205k | -60% | 985.00 | 207.62 |
|
| Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO) | 0.0 | $202k | -86% | 1.7k | 120.34 |
|
| Grayscale Ethereum Tr Eth SHS (ETHE) | 0.0 | $201k | NEW | 9.2k | 21.89 |
|
| Stagwell Com Cl A (STGW) | 0.0 | $157k | +40% | 22k | 7.02 |
|
| Proshares Tr Short S&p 500 Ne (SH) | 0.0 | $146k | 14k | 10.85 |
|
|
| Grayscale Bitcoin Mini Tr Bt SHS | 0.0 | $134k | NEW | 24k | 5.63 |
|
| Nuscale Pwr Corp Cl A Com (SMR) | 0.0 | $117k | NEW | 10k | 11.58 |
|
| DNP Select Income Fund (DNP) | 0.0 | $102k | NEW | 10k | 10.04 |
|
| Quantum Computing (QUBT) | 0.0 | $43k | 66k | 0.65 |
|
|
| Enviva (EVA) | 0.0 | $10k | 25k | 0.40 |
|
Past Filings by TRUE Private Wealth Advisors
SEC 13F filings are viewable for TRUE Private Wealth Advisors going back to 2015
- TRUE Private Wealth Advisors 2024 Q3 filed Nov. 14, 2024
- TRUE Private Wealth Advisors 2024 Q2 filed July 16, 2024
- TRUE Private Wealth Advisors 2024 Q1 filed April 25, 2024
- TRUE Private Wealth Advisors 2023 Q4 filed Jan. 30, 2024
- TRUE Private Wealth Advisors 2023 Q3 filed Nov. 13, 2023
- TRUE Private Wealth Advisors 2023 Q2 filed Aug. 11, 2023
- TRUE Private Wealth Advisors 2023 Q1 filed May 11, 2023
- TRUE Private Wealth Advisors 2022 Q4 filed Feb. 14, 2023
- TRUE Private Wealth Advisors 2022 Q3 filed Nov. 4, 2022
- TRUE Private Wealth Advisors 2022 Q2 filed July 28, 2022
- TRUE Private Wealth Advisors 2022 Q1 filed May 9, 2022
- TRUE Private Wealth Advisors 2021 Q4 filed Feb. 11, 2022
- TRUE Private Wealth Advisors 2021 Q3 filed Nov. 5, 2021
- TRUE Private Wealth Advisors 2021 Q2 filed Aug. 10, 2021
- TRUE Private Wealth Advisors 2021 Q1 filed May 12, 2021
- TRUE Private Wealth Advisors 2020 Q4 filed Jan. 11, 2021