True-Private-Wealth-Advisors

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  null,
  null,
  "MOS",
  "BROS",
  "MU",
  null,
  "ZS",
  null,
  "MMM",
  "ABNB",
  "ABT",
  "ABBV",
  "A",
  "BABA",
  null,
  "GOOGL",
  null,
  "T",
  "CAT",
  "AVGO",
  "LOW",
  null,
  "DUK",
  "ESS",
  null,
  null,
  null,
  null,
  null,
  "GILD",
  null,
  "HON",
  "BITB",
  "HD",
  "MCD",
  null,
  null,
  null,
  "ISRG",
  null,
  "EMXC",
  null,
  "EMR",
  null,
  "MUB",
  "META",
  null,
  null,
  "HEFA",
  "IVW",
  "IJH",
  "QUBT",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "KMI",
  "LRCX",
  null,
  null,
  null,
  null,
  "MRVL",
  "MA",
  "MSFT",
  "MDLZ",
  "MS",
  null,
  null,
  null,
  null,
  "SMR",
  "ALK",
  "BX",
  "IJR",
  "EFG",
  "IWD",
  "KR",
  "ORCL",
  "PAYX",
  null,
  null,
  "IWF",
  null,
  "PANW",
  "PYPL",
  "PEP",
  "IRM",
  "VGSH",
  "DNP",
  "IEMG",
  "IVV",
  null,
  "UNH",
  "AAPL",
  "SPY",
  null,
  null,
  "NVDA",
  "GS",
  "PLTR",
  "PFE",
  "PG",
  "MRK",
  "VZ",
  null,
  "AMGN",
  "KVUE",
  null,
  "MSTR",
  "IEFA",
  "SCHX",
  "SHW",
  "RTX",
  "SPDW",
  "GLD",
  null,
  null,
  null,
  "IBM",
  "STGW",
  "SYK",
  "SBUX",
  "UPS",
  "MET",
  "SCHW",
  "LPX",
  null,
  null,
  null,
  null,
  "WY",
  "VYM",
  "VRTX",
  "TT",
  "AON",
  "AMD",
  "FI",
  "F",
  "WM",
  "FTNT",
  null,
  null,
  null,
  null,
  "VIGI",
  "AMZN",
  null,
  "IVE",
  null,
  null,
  "VGT",
  "USB",
  "VUG",
  null,
  "VXUS",
  "VBR",
  "VOO",
  "VTV",
  "V",
  "WMT",
  "WFC",
  "IUSG",
  null,
  null,
  "GRMN",
  null,
  "SCHD",
  "EIX",
  "KEY",
  "NWN",
  null,
  "CRM",
  "SNAP",
  "RBLX",
  "TDY",
  null,
  "IXUS",
  "MTUM",
  null,
  "IUSV",
  null,
  "DGRO",
  "PSA",
  "KMB",
  "ATS",
  "BAC",
  "BRK-A",
  "BRK-B",
  "BBAI",
  null,
  "BA",
  "BMY",
  "CWT",
  "CVX",
  "CSCO",
  "C",
  "KO",
  "CMCSA",
  "COLB",
  "COST",
  "CRWD",
  "DE",
  "RSP",
  null,
  "EFA",
  "USMV",
  "IWB",
  "NKE",
  "QQQ",
  null,
  "IWM",
  "DIS",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "NFLX",
  "PM",
  null,
  "MO",
  "ITOT",
  "URI",
  "JPM",
  "QUAL"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-15
Total Holdings: 232
Total Value: 823206977
Accession Number: 0001172661-25-002148
Form Type: 13F-HR
CIK: true-private-wealth-advisors
Manager Name: True-Private-Wealth-Advisors

Data Enrichment

69% identified

159 identified73 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

232 positions • $823.2M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 10 of 12

Sort by:

ATS Corp /ATS

ATS|00217Y104

Shares:12.1K

Value:$301.2K

% of Portfolio:0.0% ($301.2K/$823.2M)

886364231

Shares:16.5K

Value:$299.5K

% of Portfolio:0.0% ($299.5K/$823.2M)

46432F396

MTUM|46432F396

Shares:1.5K

Value:$299.3K

% of Portfolio:0.0% ($299.3K/$823.2M)

Public Storage

PSA|74460D109

Shares:1.0K

Value:$299.3K

% of Portfolio:0.0% ($299.3K/$823.2M)

464289438

Shares:1.4K

Value:$299.1K

% of Portfolio:0.0% ($299.1K/$823.2M)

FORD MOTOR CO

F|345370860

Shares:29.4K

Value:$295.1K

% of Portfolio:0.0% ($295.1K/$823.2M)

STRYKER CORP

SYK|863667101

Shares:791

Value:$294.5K

% of Portfolio:0.0% ($294.5K/$823.2M)

Walt Disney Co

DIS|254687106

Shares:3.0K

Value:$293.3K

% of Portfolio:0.0% ($293.3K/$823.2M)

AGILENT TECHNOLOGIES, INC.

A|00846U101

Shares:2.5K

Value:$290.0K

% of Portfolio:0.0% ($290.0K/$823.2M)

Marvell Technology, Inc.

MRVL|573874104

Shares:4.7K

Value:$286.6K

% of Portfolio:0.0% ($286.6K/$823.2M)

PAYCHEX INC

PAYX|704326107

Shares:1.9K

Value:$285.9K

% of Portfolio:0.0% ($285.9K/$823.2M)

ORACLE CORP

ORCL|68389X105

Shares:2.0K

Value:$284.2K

% of Portfolio:0.0% ($284.2K/$823.2M)

ADVANCED MICRO DEVICES INC

AMD|007903107

Shares:2.8K

Value:$284.1K

% of Portfolio:0.0% ($284.1K/$823.2M)

464287721

Shares:2.0K

Value:$284.1K

% of Portfolio:0.0% ($284.1K/$823.2M)

ALTRIA GROUP, INC.

MO|02209S103

Shares:4.7K

Value:$282.8K

% of Portfolio:0.0% ($282.8K/$823.2M)

46435G409

Shares:9.2K

Value:$280.0K

% of Portfolio:0.0% ($280.0K/$823.2M)

37950E291

Shares:14.8K

Value:$278.8K

% of Portfolio:0.0% ($278.8K/$823.2M)

MICROSTRATEGY Inc

MSTR|594972408

Shares:950

Value:$273.8K

% of Portfolio:0.0% ($273.8K/$823.2M)

Palantir Technologies Inc.

PLTR|69608A108

Shares:3.2K

Value:$271.3K

% of Portfolio:0.0% ($271.3K/$823.2M)

315912808

Shares:4.0K

Value:$270.3K

% of Portfolio:0.0% ($270.3K/$823.2M)

Instrument	Shares		Other Manager	Value	% of Portfolio
ATS Corp /ATS(ATScusip00217Y104)	12.1K	QoQ 0.00% (-0) YoY -1.97% (-243)	All Managers (Combined)	$301.2K	0.0% ($301.2K/$823.2M)	QoQ -18.20% (-$67.0K) YoY -27.52% (-$114.4K)
(cusip886364231)✕	16.5K	QoQ NEW(+16.5K) YoY NEW(+16.5K)	All Managers (Combined)	$299.5K	0.0% ($299.5K/$823.2M)	QoQ NEW(+$299.5K) YoY NEW(+$299.5K)
(MTUMcusip46432F396)	1.5K	QoQ NEW(+1.5K) YoY NEW(+1.5K)	All Managers (Combined)	$299.3K	0.0% ($299.3K/$823.2M)	QoQ NEW(+$299.3K) YoY NEW(+$299.3K)
Public Storage(PSAcusip74460D109)	1.0K	QoQ 0.00% (-0) YoY +1.21% (+12)	All Managers (Combined)	$299.3K	0.0% ($299.3K/$823.2M)	QoQ -0.05% (-$150) YoY +4.43% (+$12.7K)
(cusip464289438)✕	1.4K	QoQ +0.14% (-2) YoY -15.03% (-251)	All Managers (Combined)	$299.1K	0.0% ($299.1K/$823.2M)	QoQ -10.24% (-$34.1K) YoY -8.14% (-$26.5K)
FORD MOTOR CO(Fcusip345370860)	29.4K	QoQ +1.88% (+544) YoY -6.32% (-2.0K)	All Managers (Combined)	$295.1K	0.0% ($295.1K/$823.2M)	QoQ +3.21% (+$9.2K) YoY -29.24% (-$122.0K)
STRYKER CORP(SYKcusip863667101)	791	QoQ +8.20% (+60) YoY -41.53% (-562)	All Managers (Combined)	$294.5K	0.0% ($294.5K/$823.2M)	QoQ +11.87% (+$31.3K) YoY -39.18% (-$189.7K)
Walt Disney Co(DIScusip254687106)	3.0K	QoQ -7.27% (-233) YoY -42.25% (-2.2K)	All Managers (Combined)	$293.3K	0.0% ($293.3K/$823.2M)	QoQ -17.80% (-$63.5K) YoY -53.41% (-$336.3K)
AGILENT TECHNOLOGIES, INC.(Acusip00846U101)	2.5K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$290.0K	0.0% ($290.0K/$823.2M)	QoQ -12.92% (-$43.0K) YoY -19.74% (-$71.3K)
Marvell Technology, Inc.(MRVLcusip573874104)	4.7K	QoQ +0.04% (-2) YoY -0.34% (-16)	All Managers (Combined)	$286.6K	0.0% ($286.6K/$823.2M)	QoQ -44.23% (-$227.4K) YoY -13.43% (-$44.5K)
PAYCHEX INC(PAYXcusip704326107)	1.9K	QoQ +1.92% (+35) YoY -66.41% (-3.7K)	All Managers (Combined)	$285.9K	0.0% ($285.9K/$823.2M)	QoQ +12.14% (+$31.0K) YoY -57.80% (-$391.6K)
ORACLE CORP(ORCLcusip68389X105)	2.0K	QoQ +2.62% (-52) YoY -68.30% (-4.4K)	All Managers (Combined)	$284.2K	0.0% ($284.2K/$823.2M)	QoQ -13.93% (-$46.0K) YoY -64.72% (-$521.5K)
ADVANCED MICRO DEVICES INC(AMDcusip007903107)	2.8K	QoQ NEW(+2.8K) YoY +123.70% (+1.5K)	All Managers (Combined)	$284.1K	0.0% ($284.1K/$823.2M)	QoQ NEW(+$284.1K) YoY +27.40% (+$61.1K)
(cusip464287721)✕	2.0K	QoQ -91.86% (-22.8K) YoY -94.56% (-35.2K)	All Managers (Combined)	$284.1K	0.0% ($284.1K/$823.2M)	QoQ -92.83% (-$3.7M) YoY -94.35% (-$4.7M)
ALTRIA GROUP, INC.(MOcusip02209S103)	4.7K	QoQ 0.00% (+0) YoY -67.90% (-10.0K)	All Managers (Combined)	$282.8K	0.0% ($282.8K/$823.2M)	QoQ +14.78% (+$36.4K) YoY -55.84% (-$357.6K)
(cusip46435G409)✕	9.2K	QoQ NEW(+9.2K) YoY NEW(+9.2K)	All Managers (Combined)	$280.0K	0.0% ($280.0K/$823.2M)	QoQ NEW(+$280.0K) YoY NEW(+$280.0K)
(cusip37950E291)✕	14.8K	QoQ -1.22% (-184) YoY NEW(+14.8K)	All Managers (Combined)	$278.8K	0.0% ($278.8K/$823.2M)	QoQ +3.20% (-$8.7K) YoY NEW(+$278.8K)
MICROSTRATEGY Inc(MSTRcusip594972408)	950	QoQ NEW(+950) YoY NEW(+950)	All Managers (Combined)	$273.8K	0.0% ($273.8K/$823.2M)	QoQ NEW(+$273.8K) YoY NEW(+$273.8K)
Palantir Technologies Inc.(PLTRcusip69608A108)	3.2K	QoQ +8.72% (+258) YoY NEW(+3.2K)	All Managers (Combined)	$271.3K	0.0% ($271.3K/$823.2M)	QoQ +21.33% (+$47.7K) YoY NEW(+$271.3K)
(cusip315912808)✕	4.0K	QoQ NEW(+4.0K) YoY NEW(+4.0K)	All Managers (Combined)	$270.3K	0.0% ($270.3K/$823.2M)	QoQ NEW(+$270.3K) YoY NEW(+$270.3K)