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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Alphabet Inc.

GOOGL|02079K305

Shares:14.7K

Value:$2.3M

% of Portfolio:0.3% ($2.3M/$823.2M)

78463X889

SPDW|78463X889

Shares:59.2K

Value:$2.2M

% of Portfolio:0.3% ($2.2M/$823.2M)

Meta Platforms, Inc.

META|30303M102

Shares:3.4K

Value:$1.9M

% of Portfolio:0.2% ($1.9M/$823.2M)

Alphabet Inc.

GOOG|02079K107

Shares:11.7K

Value:$1.8M

% of Portfolio:0.2% ($1.8M/$823.2M)

464287457

Shares:21.9K

Value:$1.8M

% of Portfolio:0.2% ($1.8M/$823.2M)

464287309

IVW|464287309

Shares:19.4K

Value:$1.8M

% of Portfolio:0.2% ($1.8M/$823.2M)

INVESCO QQQ TRUST, SERIES 1

QQQ|46090E103

Shares:3.8K

Value:$1.8M

% of Portfolio:0.2% ($1.8M/$823.2M)

25461A874

Shares:61.2K

Value:$1.7M

% of Portfolio:0.2% ($1.7M/$823.2M)

46434G103

IEMG|46434G103

Shares:31.6K

Value:$1.7M

% of Portfolio:0.2% ($1.7M/$823.2M)

PFIZER INC

PFE|717081103

Shares:66.1K

Value:$1.7M

% of Portfolio:0.2% ($1.7M/$823.2M)

25461A858

Shares:54.7K

Value:$1.6M

% of Portfolio:0.2% ($1.6M/$823.2M)

Tesla, Inc.

TSLA|88160R101

Shares:6.3K

Value:$1.6M

% of Portfolio:0.2% ($1.6M/$823.2M)

Fortinet, Inc.

FTNT|34959E109

Shares:16.9K

Value:$1.6M

% of Portfolio:0.2% ($1.6M/$823.2M)

Salesforce, Inc.

CRM|79466L302

Shares:6.0K

Value:$1.6M

% of Portfolio:0.2% ($1.6M/$823.2M)

INTERNATIONAL BUSINESS MACHINES CORP

IBM|459200101

Shares:6.0K

Value:$1.5M