TRUE Private Wealth Advisors Q4 2024 Filing
Filed February 13, 2025
Portfolio Value
$823.8M
Holdings
224
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (224 positions)
| Stock | Value |
|---|---|
IXUSISHARES TR | $81.2M |
AGZISHARES TR | $80.4M |
RSPINVESCO EXCHANGE TRADED FD T | $55.5M |
FLOTISHARES TR | $41.7M |
FDLFIRST TR MORNINGSTAR DIVID L | $38.5M |
ITOTISHARES TR | $38.2M |
IWDISHARES TR | $29.8M |
IWMISHARES TR | $29.8M |
AAPLAPPLE INC | $29.1M |
IJHISHARES TR | $28.3M |
SMIZZACKS TRUST | $21.6M |
MSFTMICROSOFT CORP | $14.6M |
CLOIVANECK ETF TRUST | $10.9M |
AMZNAMAZON COM INC | $10.8M |
VGTVANGUARD WORLD FD | $9.7M |
SCHDSCHWAB STRATEGIC TR | $8.9M |
EMXCISHARES INC | $8.3M |
VOOVANGUARD INDEX FDS | $7.4M |
NVDANVIDIA CORPORATION | $7.4M |
JPMJPMORGAN CHASE & CO. | $6.8M |
BRK/BBERKSHIRE HATHAWAY INC DEL | $6.6M |
AORISHARES TR | $6.6M |
ZECPZACKS TRUST | $5.5M |
MOATVANECK ETF TRUST | $5.4M |
GSGOLDMAN SACHS GROUP INC | $5.3M |
LLYELI LILLY & CO | $5.3M |
ABBVABBVIE INC | $5.1M |
NVDLGRANITESHARES ETF TR | $5.0M |
COSTCOSTCO WHSL CORP NEW | $4.9M |
CVXCHEVRON CORP NEW | $4.9M |
IVVISHARES TR | $4.7M |
EMREMERSON ELEC CO | $4.6M |
JNJJOHNSON & JOHNSON | $4.4M |
XOMEXXON MOBIL CORP | $4.4M |
AQLTISHARES TR | $4.4M |
IYWISHARES TR | $4.0M |
URIUNITED RENTALS INC | $3.9M |
ARKKARK ETF TR | $3.8M |
MMM3M CO | $3.8M |
PEPPEPSICO INC | $3.8M |
BROSDUTCH BROS INC | $3.6M |
GQ9SPDR GOLD TR | $3.6M |
USBUS BANCORP DEL | $3.6M |
VTVVANGUARD INDEX FDS | $3.6M |
SPYSPDR S&P 500 ETF TR | $3.3M |
SKYYFIRST TR EXCHANGE TRADED FD | $3.3M |
PFFISHARES TR | $2.9M |
IUSBISHARES TR | $2.9M |
HEFAISHARES TR | $2.8M |
SMOTVANECK ETF TRUST | $2.7M |
IVEISHARES TR | $2.7M |
XLUSELECT SECTOR SPDR TR | $2.6M |
TSLATESLA INC | $2.6M |
IVWISHARES TR | $2.6M |
AOMISHARES TR | $2.5M |
VYMVANGUARD WHITEHALL FDS | $2.5M |
IJRISHARES TR | $2.5M |
VBRVANGUARD INDEX FDS | $2.4M |
GOOGLALPHABET INC | $2.4M |
AMZUDIREXION SHS ETF TR | $2.3M |
AAPUDIREXION SHS ETF TR | $2.3M |
GOOGALPHABET INC | $2.2M |
SPYUBANK MONTREAL MEDIUM | $2.2M |
IEMGISHARES INC | $2.2M |
BACVERIZON COMMUNICATIONS INC | $2.1M |
SPABSPDR SER TR | $2.1M |
NDQINVESCO QQQ TR | $2.0M |
CRMSALESFORCE INC | $2.0M |
IAU*ISHARES GOLD TR | $1.9M |
METAMETA PLATFORMS INC | $1.9M |
SHYISHARES TR | $1.8M |
SPDWSPDR INDEX SHS FDS | $1.8M |
STZCONSTELLATION BRANDS INC | $1.7M |
PFEPFIZER INC | $1.7M |
GBTCGRAYSCALE BITCOIN TRUST ETF | $1.7M |
FTNTFORTINET INC | $1.6M |
TECLDIREXION SHS ETF TR | $1.6M |
MSFUDIREXION SHS ETF TR | $1.6M |
WFCWELLS FARGO CO NEW | $1.4M |
FBLGRANITESHARES ETF TR | $1.4M |
IBMINTERNATIONAL BUSINESS MACHS | $1.4M |
MUMICRON TECHNOLOGY INC | $1.4M |
PANWPALO ALTO NETWORKS INC | $1.4M |
TSLLDIREXION SHS ETF TR | $1.3M |
VVISA INC | $1.3M |
AOAISHARES TR | $1.2M |
XMMOINVESCO EXCHANGE TRADED FD T | $1.2M |
VIGVANGUARD SPECIALIZED FUNDS | $1.2M |
COWZPACER FDS TR | $1.2M |
KEYKEYCORP | $1.1M |
CSCOCISCO SYS INC | $1.1M |
KOCOCA COLA CO | $1.1M |
BABOEING CO | $1.0M |
DWDMORGAN STANLEY | $1.0M |
RTXRTX CORPORATION | $1.0M |
CATCATERPILLAR INC | $989K |
ALKALASKA AIR GROUP INC | $971K |
BITBBITWISE BITCOIN ETF TR | $955K |
NKENIKE INC | $929K |
QUALISHARES TR | $921K |
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