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

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92204A702

VGT|92204A702

Shares:20.3K

Value:$11.0M

% of Portfolio:1.3% ($11.0M/$823.2M)

AMAZON COM INC

AMZN|023135106

Shares:46.7K

Value:$8.9M

% of Portfolio:1.1% ($8.9M/$823.2M)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:13.4K

Value:$7.1M

% of Portfolio:0.9% ($7.1M/$823.2M)

98888G105

Shares:235.0K

Value:$7.1M

% of Portfolio:0.9% ($7.1M/$823.2M)

464289867

Shares:115.7K

Value:$6.7M

% of Portfolio:0.8% ($6.7M/$823.2M)

922908363

VOO|922908363

Shares:12.5K

Value:$6.4M

% of Portfolio:0.8% ($6.4M/$823.2M)

JPMORGAN CHASE & CO

JPM|46625H100

Shares:24.3K

Value:$6.0M

% of Portfolio:0.7% ($6.0M/$823.2M)

NVIDIA CORP

NVDA|67066G104

Shares:54.5K

Value:$5.9M

% of Portfolio:0.7% ($5.9M/$823.2M)

ELI LILLY & Co

LLY|532457108

Shares:6.9K

Value:$5.7M

% of Portfolio:0.7% ($5.7M/$823.2M)

AbbVie Inc.

ABBV|00287Y109

Shares:26.9K

Value:$5.6M

% of Portfolio:0.7% ($5.6M/$823.2M)

CHEVRON CORP

CVX|166764100

Shares:32.7K

Value:$5.5M

% of Portfolio:0.7% ($5.5M/$823.2M)

COSTCO WHOLESALE CORP /NEW

COST|22160K105

Shares:5.4K

Value:$5.1M

% of Portfolio:0.6% ($5.1M/$823.2M)

JOHNSON & JOHNSON

JNJ|478160104

Shares:29.8K

Value:$4.9M

% of Portfolio:0.6% ($4.9M/$823.2M)

EXXON MOBIL CORP

XOM|30231G102

Shares:40.1K

Value:$4.8M

% of Portfolio:0.6% ($4.8M/$823.2M)

921909768

VXUS|921909768

Shares:69.9K

Value:$4.3M

% of Portfolio:0.5% ($4.3M/$823.2M)

SPDR GOLD TRUST

GLD|78463V107

Shares:14.4K

Value:$4.1M

% of Portfolio:0.5% ($4.1M/$823.2M)

EMERSON ELECTRIC CO

EMR|291011104

Shares:35.4K

Value:$3.9M

% of Portfolio:0.5% ($3.9M/$823.2M)

GOLDMAN SACHS GROUP INC

GS|38141G104

Shares:7.0K

Value:$3.8M

% of Portfolio:0.5% ($3.8M/$823.2M)

Dutch Bros Inc.

BROS|26701L100

Shares:61.6K

Value:$3.8M

% of Portfolio:0.5% ($3.8M/$823.2M)

3M CO

MMM|88579Y101

Shares:25.7K

Value:$3.8M

% of Portfolio:0.5% ($3.8M/$823.2M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(VGTcusip92204A702)	20.3K	QoQ +30.65% (+4.8K) YoY +3.87% (+759)	All Managers (Combined)	$11.0M	1.3% ($11.0M/$823.2M)	QoQ +13.96% (+$1.4M) YoY +7.45% (+$765.4K)
AMAZON COM INC(AMZNcusip023135106)	46.7K	QoQ -4.67% (-2.3K) YoY -20.68% (-12.2K)	All Managers (Combined)	$8.9M	1.1% ($8.9M/$823.2M)	QoQ -17.33% (-$1.9M) YoY -16.33% (-$1.7M)
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	13.4K	QoQ -7.58% (-1.1K) YoY -14.88% (-2.3K)	All Managers (Combined)	$7.1M	0.9% ($7.1M/$823.2M)	QoQ +8.58% (-$564.4K) YoY +7.79% (-$516.5K)
(cusip98888G105)✕	235.0K	QoQ +29.67% (+53.8K) YoY NEW(+235.0K)	All Managers (Combined)	$7.1M	0.9% ($7.1M/$823.2M)	QoQ +28.11% (+$1.6M) YoY NEW(+$7.1M)
(cusip464289867)✕	115.7K	QoQ +1.10% (+1.3K) YoY +2.51% (+2.8K)	All Managers (Combined)	$6.7M	0.8% ($6.7M/$823.2M)	QoQ +1.54% (+$101.3K) YoY +6.01% (+$377.7K)
(VOOcusip922908363)	12.5K	QoQ -9.70% (-1.3K) YoY -40.28% (-8.4K)	All Managers (Combined)	$6.4M	0.8% ($6.4M/$823.2M)	QoQ -13.88% (-$1.0M) YoY -36.15% (-$3.6M)
JPMORGAN CHASE & CO(JPMcusip46625H100)	24.3K	QoQ -13.99% (-4.0K) YoY -20.95% (-6.5K)	All Managers (Combined)	$6.0M	0.7% ($6.0M/$823.2M)	QoQ -11.98% (-$813.3K) YoY -3.19% (-$197.1K)
NVIDIA CORP(NVDAcusip67066G104)	54.5K	QoQ -1.11% (-614) YoY +557.78% (-46.2K)	All Managers (Combined)	$5.9M	0.7% ($5.9M/$823.2M)	QoQ -20.19% (-$1.5M) YoY -21.09% (-$1.6M)
ELI LILLY & Co(LLYcusip532457108)	6.9K	QoQ +0.37% (+26) YoY -23.55% (-2.1K)	All Managers (Combined)	$5.7M	0.7% ($5.7M/$823.2M)	QoQ +7.39% (+$390.6K) YoY -18.83% (-$1.3M)
AbbVie Inc.(ABBVcusip00287Y109)	26.9K	QoQ -6.89% (-2.0K) YoY -14.77% (-4.7K)	All Managers (Combined)	$5.6M	0.7% ($5.6M/$823.2M)	QoQ +9.77% (-$501.4K) YoY -1.93% (-$111.2K)
CHEVRON CORP(CVXcusip166764100)	32.7K	QoQ -2.93% (-989) YoY -11.15% (-4.1K)	All Managers (Combined)	$5.5M	0.7% ($5.5M/$823.2M)	QoQ +12.10% (-$591.0K) YoY -5.77% (-$335.2K)
COSTCO WHOLESALE CORP /NEW(COSTcusip22160K105)	5.4K	QoQ +1.22% (+66) YoY -27.21% (-2.0K)	All Managers (Combined)	$5.1M	0.6% ($5.1M/$823.2M)	QoQ +4.47% (+$220.3K) YoY -6.04% (-$330.9K)
JOHNSON & JOHNSON(JNJcusip478160104)	29.8K	QoQ -2.63% (-806) YoY -2.59% (-793)	All Managers (Combined)	$4.9M	0.6% ($4.9M/$823.2M)	QoQ +11.65% (-$515.3K) YoY +2.11% (-$102.4K)
EXXON MOBIL CORP(XOMcusip30231G102)	40.1K	QoQ -2.15% (-886) YoY -23.83% (-12.6K)	All Managers (Combined)	$4.8M	0.6% ($4.8M/$823.2M)	QoQ +8.17% (-$360.5K) YoY -22.07% (-$1.4M)
(VXUScusip921909768)	69.9K	QoQ +1475.12% (+65.4K) YoY +1775.85% (+66.1K)	All Managers (Combined)	$4.3M	0.5% ($4.3M/$823.2M)	QoQ +1559.50% (+$4.1M) YoY +1832.01% (+$4.1M)
SPDR GOLD TRUST(GLDcusip78463V107)	14.4K	QoQ -3.33% (-496) YoY +87.37% (+6.7K)	All Managers (Combined)	$4.1M	0.5% ($4.1M/$823.2M)	QoQ +15.02% (-$541.3K) YoY +162.42% (+$2.6M)
EMERSON ELECTRIC CO(EMRcusip291011104)	35.4K	QoQ -4.78% (-1.8K) YoY -10.73% (-4.3K)	All Managers (Combined)	$3.9M	0.5% ($3.9M/$823.2M)	QoQ -15.76% (-$726.5K) YoY -13.70% (-$616.8K)
GOLDMAN SACHS GROUP INC(GScusip38141G104)	7.0K	QoQ -25.17% (-2.3K) YoY -29.71% (-2.9K)	All Managers (Combined)	$3.8M	0.5% ($3.8M/$823.2M)	QoQ -28.62% (-$1.5M) YoY -8.08% (-$334.8K)
Dutch Bros Inc.(BROScusip26701L100)	61.6K	QoQ -11.17% (-7.8K) YoY -16.64% (-12.3K)	All Managers (Combined)	$3.8M	0.5% ($3.8M/$823.2M)	QoQ +4.70% (-$170.9K) YoY +55.94% (-$1.4M)
3M CO(MMMcusip88579Y101)	25.7K	QoQ -12.75% (-3.8K) YoY -10.93% (-3.2K)	All Managers (Combined)	$3.8M	0.5% ($3.8M/$823.2M)	QoQ -0.74% (-$28.3K) YoY +23.31% (-$712.6K)