TRUE Private Wealth Advisors

Latest statistics and disclosures from TRUE Private Wealth Advisors's latest quarterly 13F-HR filing:

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Positions held by TRUE Private Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for TRUE Private Wealth Advisors

Companies in the TRUE Private Wealth Advisors portfolio as of the March 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Core Sp Total U.s. Stock Market Etf Core S&p Ttl Stk (ITOT) 11.4 $81M +34% 849k 95.62
Ishares 13 Year Treasury Bond Etf 1 3 Yr Treas Bd (SHY) 9.1 $65M +8159% 778k 83.03
Ishares Commodities Select Strategy Etf Gsci Cmdty Stgy (COMT) 7.7 $55M +15% 1.3M 42.70
Ishares Tips Bond Etf Tips Bd Etf (TIP) 7.6 $54M +178% 451k 119.75
Ishares Gold Trust Ishares New (IAU) 5.7 $40M +145% 1.1M 35.82
Ishares Russell 1000 Value Etf Rus 1000 Val Etf (IWD) 5.3 $38M +3% 233k 162.00
Apple (AAPL) 4.0 $29M 173k 166.02
Ishares Core Msci Total International Stock Etf Core Msci Total (IXUS) 3.7 $26M -43% 414k 63.54
Microsoft Corporation (MSFT) 2.1 $15M 52k 289.98
Ishares Short Treasury Bond Etf Short Treas Bd (SHV) 2.0 $14M NEW 130k 110.18
Ishares Sp Smallcap Fund Core S&p Scp Etf (IJR) 1.8 $13M -34% 121k 103.78
Ishares Sp Midcap Fund Core S&p Mcp Etf (IJH) 1.7 $12M -34% 47k 260.28
Vanguard Information Technology Index Fund Inf Tech Etf (VGT) 1.1 $7.8M +20% 20k 386.44
Amazon (AMZN) 1.0 $7.1M +8% 2.8k 2518.35

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Pfizer (PFE) 0.8 $6.0M -3% 121k 49.66
Chevron Corporation (CVX) 0.8 $5.6M -24% 33k 167.59
Vanguard Shortterm Bond Index Fund Short Trm Bond (BSV) 0.8 $5.4M +8% 70k 77.11
Ishares Growth Allocation Fund Grwt Allocat Etf (AOR) 0.7 $5.2M +133% 101k 51.58
Ishares Core Sp 500 Etf Core S&p500 Etf (IVV) 0.7 $5.1M +32% 12k 430.71
Ishares Core Total Usd Bond Market Etf Core Total Usd (IUSB) 0.7 $5.0M +84% 106k 47.67
Abbvie (ABBV) 0.6 $4.4M -23% 29k 151.57
Berkshire Hathaway Inc Del Cl B Cl B New (BRK.B) 0.6 $4.4M -2% 13k 326.80
Direxion Daily 20 Year Treasury Bear 3x Shares Etf 20yr Tres Bear (TMV) 0.6 $4.4M +372% 45k 96.75
Pepsi (PEP) 0.6 $4.4M -2% 25k 173.86
Alphabet Inc Cap Stk Cl A Cap Stk Cl A (GOOGL) 0.6 $4.3M +3% 1.7k 2444.95
NVIDIA Corporation (NVDA) 0.6 $4.3M +110% 21k 203.32
JPMorgan Chase & Co. (JPM) 0.6 $4.1M +5% 33k 127.09
Costco Wholesale Corporation (COST) 0.6 $4.1M -3% 7.5k 544.37
Tesla Motors (TSLA) 0.5 $3.8M -2% 4.0k 952.58
Bristol Myers Squibb (BMY) 0.5 $3.8M +418% 50k 76.31
Ishares Select Dividend Etf Select Divid Etf (DVY) 0.5 $3.8M +79% 29k 128.51
3M Company (MMM) 0.5 $3.7M +19% 24k 154.22
Vanguard Health Care Index Fund Health Car Etf (VHT) 0.5 $3.7M +7% 15k 244.49
Raytheon Technologies Corp (RTX) 0.5 $3.6M -6% 37k 97.76
Ishares Esg Aware Msci Usa Etf Esg Awr Msci Usa (ESGU) 0.5 $3.4M -15% 35k 95.83
Ishares U.s. Treasury Bond Etf Us Treas Bd Etf (GOVT) 0.5 $3.4M +111% 141k 24.10
Consumer Discretionary Select Sector Spdr Fund Sbi Cons Discr (XLY) 0.5 $3.3M +23% 20k 169.66
Emerson Electric (EMR) 0.5 $3.3M 37k 91.32
Eli Lilly & Co. (LLY) 0.5 $3.3M 11k 294.87
Johnson & Johnson (JNJ) 0.5 $3.2M 18k 180.18
Financial Select Sector Spdr Fund Financial (XLF) 0.4 $3.1M +11% 87k 36.03
Umpqua Holdings Corporation (UMPQ) 0.4 $3.1M -6% 172k 18.08
Goldman Sachs (GS) 0.4 $3.1M +10% 9.5k 324.04
Glaxosmithkline Sponsored Adr (GSK) 0.4 $3.1M -4% 68k 45.15
Communication Services Select Sector Spdra Fund Communication (XLC) 0.4 $3.0M +27% 48k 62.93
Bank of America Corporation (BAC) 0.4 $2.9M +543% 76k 38.62
Nike Inc Cl B CL B (NKE) 0.4 $2.9M 23k 126.05
Us Bancorp Del Com New (USB) 0.4 $2.7M 54k 50.53
Ishares Mbs Etf Mbs Etf (MBB) 0.4 $2.7M -12% 27k 98.26
Spdr Sp 500 Etf Tr Unit (SPY) 0.4 $2.6M +502% 6.1k 428.99
Eastman Chemical Company (EMN) 0.4 $2.6M -2% 24k 108.01
Vanguard Intermediateterm Corporate Bond Etf Int-term Corp (VCIT) 0.3 $2.5M -14% 30k 81.99
Alphabet Inc Cap Stk Cl C Cap Stk Cl C (GOOG) 0.3 $2.4M 997.00 2451.35
Ishares Msci Em Esg Select Etf Esg Awr Msci Em (ESGE) 0.3 $2.4M 70k 34.81
Proshares Short 20 Year Treasury Shrt 20+yr Tre (TBF) 0.3 $2.3M NEW 116k 19.58
Industrial Select Sector Spdr Fund Sbi Int-inds (XLI) 0.3 $2.3M +9% 23k 98.74
Ishares Sp 500 Value Etf S&p 500 Val Etf (IVE) 0.3 $2.0M +12% 13k 152.83
Meta Platforms Inc Cl A Cl A (FB) 0.2 $1.8M -5% 7.9k 223.33
Vanguard Consumer Staples Index Fund Consum Stp Etf (VDC) 0.2 $1.7M 8.4k 201.70
Exxon Mobil Corporation (XOM) 0.2 $1.7M +3% 18k 91.69
Boeing Company (BA) 0.2 $1.7M 11k 156.94
Ishares Fallen Angels Usd Bond Etf Faln Angls Usd (FALN) 0.2 $1.6M +38% 62k 26.56
Ishares Russell 1000 Etf Rus 1000 Etf (IWB) 0.2 $1.5M 6.2k 236.88
Invesco Qqq Trust Unit Ser 1 (QQQ) 0.2 $1.4M -74% 4.4k 329.59
Vanguard Dividend Appreciation Index Fund Div App Etf (VIG) 0.2 $1.4M +7% 8.6k 158.44
Visa Inc Com Cl A Com Cl A (V) 0.2 $1.4M +6% 6.3k 214.44
Verizon Communications (VZ) 0.2 $1.3M -6% 27k 48.37
Direxion Daily Energy Bull 2x Shares Dly Enrgy Bull2x (ERX) 0.2 $1.3M +26% 21k 62.64
Proshares Short Sp 500 Short S&p 500 Ne (SH) 0.2 $1.3M -93% 88k 14.74
salesforce (CRM) 0.2 $1.3M -11% 7.0k 185.42
Invesco Sp 500 Pure Value Etf S&p500 Pur Val (RPV) 0.2 $1.3M NEW 15k 85.67
Proshares Ultrashort Sp 500 Ultrashrt S&p500 (SDS) 0.2 $1.3M NEW 31k 40.84
Ishares Msci Eafe Value Etf Eafe Value Etf (EFV) 0.2 $1.3M -30% 26k 48.83
Direxion Daily Technology Bull 3x Shares Dly Tech Bull 3x (TECL) 0.2 $1.2M -54% 26k 48.51
Philip Morris International (PM) 0.2 $1.2M 12k 100.54
Fortinet (FTNT) 0.2 $1.2M 4.2k 287.17
Wells Fargo & Company (WFC) 0.2 $1.2M 26k 45.98
Dutch Bros Inc Cl A Cl A (BROS) 0.2 $1.1M +20% 23k 49.14
Starbucks Corporation (SBUX) 0.2 $1.1M -5% 14k 81.61
Ishares Iboxx Investment Grade Corporate Bond Etf Iboxx Inv Cp Etf (LQD) 0.2 $1.1M -65% 9.8k 113.42
Northwest Natural Holdin (NWN) 0.2 $1.1M 22k 49.12
Coca-Cola Company (KO) 0.1 $1.0M -7% 16k 65.00
Procter & Gamble Company (PG) 0.1 $1.0M -6% 6.6k 157.26
Home Depot (HD) 0.1 $1.0M -28% 3.2k 315.29
Spdr Gold Shares Gold Shs (GLD) 0.1 $965k 5.5k 175.68
Ishares Sp 500 Growth Etf S&p 500 Grwt Etf (IVW) 0.1 $936k -33% 13k 70.03
Caterpillar (CAT) 0.1 $909k 4.1k 222.47
Energy Select Sector Spdr Fund Energy (XLE) 0.1 $908k -20% 11k 81.70
Walt Disney Company (DIS) 0.1 $906k -6% 7.8k 116.14
International Business Machines (IBM) 0.1 $889k 6.5k 137.36
UnitedHealth (UNH) 0.1 $855k 1.7k 507.42
Invesco High Yield Equity Dividend Achievers Etf Hig Yld Eq Div (PEY) 0.1 $822k NEW 38k 21.77
First Trust Tcw Opportunistic Fixed Income Etf Tcw Opportunis (FIXD) 0.1 $815k +19% 17k 47.49
Kimberly-Clark Corporation (KMB) 0.1 $802k 5.8k 139.12
Ishares Core Aggressive Allocation Etf Aggres Alloc Etf (AOA) 0.1 $796k +33% 12k 65.63
Intel Corporation (INTC) 0.1 $791k +7% 17k 46.51
Altria (MO) 0.1 $790k 14k 56.38
Utilities Select Sector Spdr Fund Sbi Int-utils (XLU) 0.1 $786k -6% 11k 72.30
Direxion Daily 710 Year Treasury Bear 3x Shares Etf 7 10yr Tres Bear (TYO) 0.1 $777k NEW 68k 11.49
Palo Alto Networks (PANW) 0.1 $754k 1.4k 552.79
Cisco Systems (CSCO) 0.1 $752k -4% 15k 51.56
Vanguard Materials Index Fund Materials Etf (VAW) 0.1 $742k +5% 3.8k 194.24
Honeywell International (HON) 0.1 $740k +3% 3.6k 205.67
Blackstone Group Inc Com Cl A (BX) 0.1 $730k -7% 6.5k 111.52
Vanguard Real Estate Etf Real Estate Etf (VNQ) 0.1 $722k +4% 7.0k 103.78
Merck & Co (MRK) 0.1 $704k -8% 8.0k 88.43
Ishares Msci Eafe Growth Etf Eafe Grwth Etf (EFG) 0.1 $696k -53% 7.8k 89.71
Ford Motor Company (F) 0.1 $695k +19% 46k 14.98
Morgan Stanley Com New (MS) 0.1 $692k 7.9k 87.19
Ishares Core Sp U.s. Growth Etf Core S&p Us Gwt (IUSG) 0.1 $681k -29% 7.0k 97.05
Abbott Laboratories (ABT) 0.1 $680k -13% 5.9k 115.69
Blackrock Ultra Shortterm Bond Etf Blackrock Ultra (ICSH) 0.1 $677k -17% 14k 50.01
Ishares U.s. Energy Etf U.s. Energy Etf (IYE) 0.1 $675k -27% 16k 43.41
Comcast Corp New Cl A Cl A (CMCSA) 0.1 $664k -7% 16k 41.59
Carrier Global Corporation (CARR) 0.1 $662k -3% 17k 39.37
McDonald's Corporation (MCD) 0.1 $656k 2.6k 254.17
Thermo Fisher Scientific (TMO) 0.1 $652k 1.2k 562.55
Ishares Moderate Allocation Fund Modert Alloc Etf (AOM) 0.1 $628k +130% 15k 41.05
Otis Worldwide Corp (OTIS) 0.1 $622k -9% 8.1k 76.57
Iron Mountain (IRM) 0.1 $582k -6% 11k 54.60
Schwab Us Dividend Equity Etf Us Dividend Eq (SCHD) 0.1 $576k -8% 7.3k 78.75
Target Corporation (TGT) 0.1 $571k 2.4k 237.42
Mosaic (MOS) 0.1 $558k 8.3k 67.07
Applied Materials (AMAT) 0.1 $552k -8% 4.7k 118.71
Anheuser Busch Inbev Sanv Sponsored Adr (BUD) 0.1 $550k -19% 9.4k 58.33
CF Industries Holdings (CF) 0.1 $539k -2% 5.3k 101.97
Lowe's Companies (LOW) 0.1 $521k -24% 2.5k 207.07
Southwest Airlines (LUV) 0.1 $516k +71% 11k 47.99
Weyerhaeuser Co Mtn Be Com New (WY) 0.1 $503k -8% 12k 42.22
Berkshire Hathaway Inc Del Cl A Cl A (BRK.A) 0.1 $494k 1.00 494000.00
Paychex (PAYX) 0.1 $482k +5% 3.6k 132.34
Ishares Core Msci Eafe Etf Core Msci Eafe (IEFA) 0.1 $470k -51% 7.1k 66.05
Spdr Bloomberg Convertible Securities Etf Bloomberg Conv (CWB) 0.1 $468k -46% 6.5k 72.11
Louisiana-Pacific Corporation (LPX) 0.1 $463k 6.0k 77.78
Ishares Core Sp U.s. Value Etf Core S&p Us Vlu (IUSV) 0.1 $458k -37% 6.2k 74.34
Deere & Company (DE) 0.1 $453k +2% 1.1k 395.63
Kroger (KR) 0.1 $452k 8.1k 55.66
American Electric Power Company (AEP) 0.1 $445k 4.4k 100.54
Wal-Mart Stores (WMT) 0.1 $436k -2% 2.8k 154.34
United Parcel Service Inc Cl B CL B (UPS) 0.1 $435k 2.4k 183.70
Public Storage (PSA) 0.1 $421k 1.2k 354.68
Invesco Sp 500 High Beta Etf S&p 500 Hb Etf (SPHB) 0.1 $419k -21% 5.8k 71.84
Snap Inc Cl A Cl A (SNAP) 0.1 $419k +13% 14k 30.12
Mondelez Intl Inc Cl A Cl A (MDLZ) 0.1 $402k 6.1k 66.12
SIGA Technologies (SIGA) 0.1 $391k 54k 7.23
Alaska Air (ALK) 0.1 $388k +65% 7.3k 53.47
Oracle Corporation (ORCL) 0.1 $386k -4% 5.1k 75.02
Spdr Sp Regional Banking Etf S&p Regl Bkg (KRE) 0.1 $381k -3% 5.8k 65.31
At&t (T) 0.1 $380k -52% 19k 19.90
Ishares Msci Usa Min Vol Factor Etf Msci Usa Min Vol (USMV) 0.1 $376k -98% 5.0k 75.09
Fiserv (FISV) 0.1 $376k +2% 3.7k 102.54
Citigroup Com New (C) 0.1 $375k -26% 7.2k 52.16
California Water Service (CWT) 0.1 $373k 7.2k 51.81
Adobe Systems Incorporated (ADBE) 0.1 $371k +10% 877.00 423.03
Ark Innovation Etf Innovation Etf (ARKK) 0.1 $359k -23% 6.9k 52.36
Lincoln National Corporation (LNC) 0.0 $355k 5.5k 64.91
Qualcomm (QCOM) 0.0 $353k 2.4k 148.69
Zscaler Incorporated (ZS) 0.0 $351k 1.7k 208.56
MetLife (MET) 0.0 $345k 5.1k 68.28
Prudential Financial (PRU) 0.0 $344k 3.1k 111.40
Ishares Interest Rate Hedged Corporate Bond Etf Int Rt Hdg C B (LQDH) 0.0 $341k -40% 3.7k 92.14
Vanguard Value Index Fund Value Etf (VTV) 0.0 $333k +4% 2.3k 145.61
Ishares National Muni Bond Etf National Mun Etf (MUB) 0.0 $332k -80% 3.1k 106.10
Mastercard Incorporated Cl A Cl A (MA) 0.0 $322k +5% 875.00 368.00
Intuit (INTU) 0.0 $320k -9% 715.00 447.55
Ishares Russell 2500 Etf Rusel 2500 Etf (SMMD) 0.0 $319k -26% 5.4k 59.53
Clorox Company (CLX) 0.0 $317k 2.1k 149.32
Consumer Staples Select Sector Spdr Fund Sbi Cons Stpls (XLP) 0.0 $316k 4.1k 78.02
Agilent Technologies Inc C ommon (A) 0.0 $313k 2.5k 126.26
Alerian Mlp Etf Alerian Mlp (AMLP) 0.0 $310k +6% 7.6k 40.56
Ishares Msci Usa Value Factor Etf Msci Usa Value (VLUE) 0.0 $309k -57% 3.0k 103.34
Overstock (OSTK) 0.0 $303k +21% 7.8k 39.03
Dimensional U.s. Equity Etf Us Equity Etf (DFUS) 0.0 $303k 6.5k 46.42
Southern Company (SO) 0.0 $299k -2% 4.0k 74.49
AutoZone (AZO) 0.0 $299k -9% 146.00 2047.95
Crown Castle Intl (CCI) 0.0 $298k 1.6k 184.18
Micron Technology (MU) 0.0 $297k -5% 4.0k 73.62
Hershey Company (HSY) 0.0 $295k 1.3k 224.68
Ishares Global Tech Etf Global Tech Etf (IXN) 0.0 $294k -44% 5.5k 53.74
Block Inc Cl A Cl A (SQ) 0.0 $292k +5% 2.7k 106.53
Ishares Core Msci Emerging Markets Etf Core Msci Emkt (IEMG) 0.0 $292k -98% 5.5k 53.04
Intuitive Surgical Com New (ISRG) 0.0 $292k +2% 1.2k 245.79
Marvell Technology (MRVL) 0.0 $292k -8% 4.7k 62.76
American Water Works (AWK) 0.0 $291k 1.9k 152.04
Digital Realty Trust (DLR) 0.0 $289k 2.0k 144.50
Ishares Esg Aware U.s. Aggregate Bond Etf Esg Awr Us Agrgt (EAGG) 0.0 $288k 5.8k 49.54
Waste Management (WM) 0.0 $287k -2% 1.8k 162.33
Alibaba Group Hldg Sponsored Ads (BABA) 0.0 $286k 2.8k 101.10
Union Pacific Corporation (UNP) 0.0 $285k 1.2k 236.91
Ishares U.s. Technology Etf U.s. Tech Etf (IYW) 0.0 $283k 3.0k 94.84
Ishares U.s. Financial Services Etf U.s. Fin Svc Etf (IYG) 0.0 $282k 1.7k 170.08
Amgen (AMGN) 0.0 $279k -28% 1.2k 235.64
Ishares Core Conservative Allocation Etf Conser Alloc Etf (AOK) 0.0 $277k NEW 7.7k 36.00
Servicenow (NOW) 0.0 $274k +10% 550.00 498.18
Hp (HPQ) 0.0 $268k 6.8k 39.34
Gladstone Ld (LAND) 0.0 $268k 7.2k 37.22
AmerisourceBergen (ABC) 0.0 $267k NEW 1.7k 156.23
Expeditors International of Washington (EXPD) 0.0 $265k 2.4k 110.42
Essex Property Trust (ESS) 0.0 $264k 818.00 322.74
Semtech Corporation (SMTC) 0.0 $260k 4.0k 65.00
Ishares 15 Year Investment Grade Corporate Bond Etf Ishs 1-5yr Invs (IGSB) 0.0 $258k -10% 5.1k 51.06
Texas Instruments Incorporated (TXN) 0.0 $257k +3% 1.5k 175.67
Aon Plc Shs Cl A Shs Cl A (AON) 0.0 $254k 871.00 291.62
Ishares 05 Year Tips Bond Etf 0-5 Yr Tips Etf (STIP) 0.0 $253k +17% 2.4k 103.35
American Tower Reit (AMT) 0.0 $250k +3% 1.0k 244.86
Novonordisk A S Adr (NVO) 0.0 $250k -5% 2.2k 113.58
Vanguard Total International Stock Etf Vg Tl Intl Stk F (VXUS) 0.0 $245k +21% 4.3k 56.84
Wisdomtree U.s. Total Dividend Fund Us Total Dividnd (DTD) 0.0 $241k 3.8k 63.66
Ishares Convertible Bond Etf Conv Bd Etf (ICVT) 0.0 $241k NEW 3.1k 77.92
Global X Lithium Battery Tech Etf Lithium Btry Etf (LIT) 0.0 $241k -64% 3.5k 68.78
Netflix (NFLX) 0.0 $239k -25% 1.2k 203.75
Ishares J.p. Morgan Usd Emerging Markets Bond Etf Jpmorgan Usd Emg (EMB) 0.0 $238k NEW 2.6k 91.89
Medtronic SHS (MDT) 0.0 $233k -10% 2.2k 105.43
Automatic Data Processing (ADP) 0.0 $233k 1.0k 228.21
Synaptics, Incorporated (SYNA) 0.0 $231k 1.4k 171.11
Becton, Dickinson and (BDX) 0.0 $231k +2% 913.00 253.01
Duke Energy Corp Com New (DUK) 0.0 $230k 2.1k 110.36
Ishares Core Dividend Growth Etf Core Div Grwth (DGRO) 0.0 $230k -18% 4.4k 52.15
Vanguard Russell 2000 Value Etf Vng Rus2000val (VTWV) 0.0 $229k NEW 1.7k 135.82
Bhp Group Sponsored Ads (BHP) 0.0 $225k NEW 3.3k 69.04
Broadcom (AVGO) 0.0 $220k -3% 365.00 602.74
Intercontinental Exchange (ICE) 0.0 $220k +2% 2.0k 109.45
Tractor Supply Company (TSCO) 0.0 $219k -8% 1.0k 212.21
Fidelity Msci Real Estate Index Etf Msci Rl Est Etf (FREL) 0.0 $208k -42% 6.7k 30.98
Advance Auto Parts (AAP) 0.0 $207k 1.0k 207.00
Keysight Technologies (KEYS) 0.0 $203k +2% 1.4k 146.57
Lam Research Corporation (LRCX) 0.0 $203k 402.00 504.98
Ishares Russell 1000 Growth Etf Rus 1000 Grw Etf (IWF) 0.0 $200k 788.00 253.81
Amcor Plc Ord Ord (AMCR) 0.0 $196k +16% 15k 13.08
New York Community Ban (NYCB) 0.0 $137k 14k 9.56
Energy Transfer L P Com Ut Ltd Ptn Com Ut Ltd Ptn (ET) 0.0 $129k -2% 11k 11.99
Viatris (VTRS) 0.0 $128k -3% 12k 10.45
Vericity (VERY) 0.0 $119k 17k 7.19
Rf Inds Ltd Com Par 0.01 Com Par $0.01 (RFIL) 0.0 $119k -16% 19k 6.42
Western Asset Intm Muni Fd I (SBI) 0.0 $98k NEW 12k 8.03
Sirius Xm Holdings (SIRI) 0.0 $85k 14k 6.21
Biondvax Pharmaceuticals Ltd Spond Ads Spond Ads (BVXV) 0.0 $79k +7% 50k 1.60
Paysafe Limited Ord Ord (PSFE) 0.0 $45k 14k 3.18
Pixelworks Com New (PXLW) 0.0 $23k 10k 2.27
Unity Biotechnology (UBX) 0.0 $14k NEW 16k 0.89

Past Filings by TRUE Private Wealth Advisors

SEC 13F filings are viewable for TRUE Private Wealth Advisors going back to 2015

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