TRUE Private Wealth Advisors Q1 2025 Filing

Filed May 15, 2025

Portfolio Value

$823.2M

Holdings

232

Report Date

Q1 2025

Filing Type

13F-HR

All Holdings (232 positions)

StockValue
SMMDISHARES TR
$269K
VTWVVANGUARD SCOTTSDALE FDS
$268K
SMRNUSCALE PWR CORP
$268K
EFGISHARES TR
$265K
KVUEKENVUE INC
$263K
IGVISHARES TR
$260K
ESSESSEX PPTY TR INC
$248K
AMGNAMGEN INC
$246K
IRMIRON MTN INC DEL
$246K
BINCBLACKROCK ETF TRUST II
$245K
GRMNGARMIN LTD
$244K
EIXEDISON INTL
$242K
SPTMSPDR SER TR
$238K
UNHUNITEDHEALTH GROUP INC
$232K
RBLXROBLOX CORP
$230K
GILDGILEAD SCIENCES INC
$228K
MOSMOSAIC CO NEW
$224K
TLHISHARES TR
$222K
TTTRANE TECHNOLOGIES PLC
$222K
WMWASTE MGMT INC DEL
$221K
MDLZMONDELEZ INTL INC
$220K
TDYTELEDYNE TECHNOLOGIES INC
$220K
SCHWSCHWAB CHARLES CORP
$215K
KMIKINDER MORGAN INC DEL
$213K
DFENDIREXION SHS ETF TR
$211K
BTCLWORLD FDS TR
$209K
TRVCCITIGROUP INC
$209K
UPSUNITED PARCEL SERVICE INC
$203K
PDBCINVESCO ACTVELY MNGD ETC FD
$191K
BBAIBIGBEAR AI HLDGS INC
$162K
DNPDNP SELECT INCOME FD INC
$103K
QUBTQUANTUM COMPUTING INC
$93K
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