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

232 positions • $823.2M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 5 of 12

Sort by:

063679534

Shares:3.8K

Value:$1.4M

% of Portfolio:0.2% ($1.4M/$823.2M)

38747R843

Shares:43.5K

Value:$1.3M

% of Portfolio:0.2% ($1.3M/$823.2M)

46434V613

Shares:28.2K

Value:$1.3M

% of Portfolio:0.2% ($1.3M/$823.2M)

92206C771

Shares:27.9K

Value:$1.3M

% of Portfolio:0.2% ($1.3M/$823.2M)

Palo Alto Networks Inc

Shares:7.5K

Value:$1.3M

% of Portfolio:0.2% ($1.3M/$823.2M)

78468R663

Shares:13.8K

Value:$1.3M

% of Portfolio:0.2% ($1.3M/$823.2M)

78464A375

Shares:36.8K

Value:$1.2M

% of Portfolio:0.1% ($1.2M/$823.2M)

922908611

Shares:6.5K

Value:$1.2M

% of Portfolio:0.1% ($1.2M/$823.2M)

25461A866

Shares:39.6K

Value:$1.2M

% of Portfolio:0.1% ($1.2M/$823.2M)

69374H881

Shares:21.2K

Value:$1.2M

% of Portfolio:0.1% ($1.2M/$823.2M)

RTX Corp

Shares:8.6K

Value:$1.1M

% of Portfolio:0.1% ($1.1M/$823.2M)

MORGAN STANLEY

Shares:9.2K

Value:$1.1M

% of Portfolio:0.1% ($1.1M/$823.2M)

25459W102

Shares:17.9K

Value:$1.0M

% of Portfolio:0.1% ($1.0M/$823.2M)

464289859

Shares:13.5K

Value:$1.0M

% of Portfolio:0.1% ($1.0M/$823.2M)

KEYCORP /NEW/

Shares:64.3K

Value:$1.0M

% of Portfolio:0.1% ($1.0M/$823.2M)

BOEING CO

Shares:6.0K

Value:$1.0M

% of Portfolio:0.1% ($1.0M/$823.2M)

92206C714

Shares:12.1K

Value:$1.0M

% of Portfolio:0.1% ($1.0M/$823.2M)

78463X509

Shares:24.5K

Value:$965.1K

% of Portfolio:0.1% ($965.1K/$823.2M)

25460G609

Shares:14.7K

Value:$962.4K

% of Portfolio:0.1% ($962.4K/$823.2M)

PROCTER & GAMBLE Co

Shares:5.4K

Value:$913.9K

% of Portfolio:0.1% ($913.9K/$823.2M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip063679534)✕	3.8K	QoQ +2.73% (-101) YoY -42.48% (-2.8K)	All Managers (Combined)	$1.4M	0.2% ($1.4M/$823.2M)	QoQ -36.63% (-$790.8K) YoY -36.67% (-$792.1K)
(cusip38747R843)✕	43.5K	QoQ +1.41% (-608) YoY +13.39% (+5.1K)	All Managers (Combined)	$1.3M	0.2% ($1.3M/$823.2M)	QoQ -6.38% (-$90.5K) YoY +31.47% (+$317.6K)
(cusip46434V613)✕	28.2K	QoQ -55.74% (-35.6K) YoY -80.13% (-113.9K)	All Managers (Combined)	$1.3M	0.2% ($1.3M/$823.2M)	QoQ -54.87% (-$1.6M) YoY -79.92% (-$5.2M)
(cusip92206C771)✕	27.9K	QoQ +45.98% (+8.8K) YoY NEW(+27.9K)	All Managers (Combined)	$1.3M	0.2% ($1.3M/$823.2M)	QoQ +49.10% (+$426.0K) YoY NEW(+$1.3M)
Palo Alto Networks Inc(PANWcusip697435105)	7.5K	QoQ +0.29% (-22) YoY +100.02% (+3.7K)	All Managers (Combined)	$1.3M	0.2% ($1.3M/$823.2M)	QoQ -5.94% (-$80.4K) YoY +20.13% (+$213.3K)
(cusip78468R663)✕	13.8K	QoQ +168.90% (+8.7K) YoY NEW(+13.8K)	All Managers (Combined)	$1.3M	0.2% ($1.3M/$823.2M)	QoQ +169.77% (+$798.2K) YoY NEW(+$1.3M)
(cusip78464A375)✕	36.8K	QoQ +46.30% (+11.6K) YoY NEW(+36.8K)	All Managers (Combined)	$1.2M	0.1% ($1.2M/$823.2M)	QoQ +48.44% (+$399.0K) YoY NEW(+$1.2M)
(VBRcusip922908611)	6.5K	QoQ -47.18% (-5.8K) YoY +44.16% (+2.0K)	All Managers (Combined)	$1.2M	0.1% ($1.2M/$823.2M)	QoQ -50.35% (-$1.2M) YoY +39.94% (+$346.6K)
(cusip25461A866)✕	39.6K	QoQ -1.74% (-703) YoY +2.79% (-1.1K)	All Managers (Combined)	$1.2M	0.1% ($1.2M/$823.2M)	QoQ -25.78% (-$409.9K) YoY -33.05% (-$582.4K)
(cusip69374H881)✕	21.2K	QoQ +0.36% (-76) YoY +23.06% (+4.0K)	All Managers (Combined)	$1.2M	0.1% ($1.2M/$823.2M)	QoQ -2.69% (-$32.1K) YoY +15.96% (+$159.5K)
RTX Corp(RTXcusip75513E101)	8.6K	QoQ -1.01% (-88) YoY -13.40% (-1.3K)	All Managers (Combined)	$1.1M	0.1% ($1.1M/$823.2M)	QoQ +13.29% (-$134.0K) YoY +17.61% (-$170.9K)
MORGAN STANLEY(MScusip617446448)	9.2K	QoQ +12.61% (+1.0K) YoY +7.76% (+664)	All Managers (Combined)	$1.1M	0.1% ($1.1M/$823.2M)	QoQ +4.49% (+$46.3K) YoY +33.52% (+$269.9K)
(cusip25459W102)✕	17.9K	QoQ +0.72% (-128) YoY -45.49% (-14.9K)	All Managers (Combined)	$1.0M	0.1% ($1.0M/$823.2M)	QoQ -34.86% (-$561.2K) YoY -60.17% (-$1.6M)
(cusip464289859)✕	13.5K	QoQ -15.39% (-2.5K) YoY -11.53% (-1.8K)	All Managers (Combined)	$1.0M	0.1% ($1.0M/$823.2M)	QoQ -15.51% (-$189.6K) YoY -7.87% (-$88.2K)
KEYCORP /NEW/(KEYcusip493267108)	64.3K	QoQ -3.61% (-2.4K) YoY -14.70% (-11.1K)	All Managers (Combined)	$1.0M	0.1% ($1.0M/$823.2M)	QoQ -10.07% (-$115.2K) YoY -13.73% (-$163.5K)
BOEING CO(BAcusip097023105)	6.0K	QoQ +2.06% (-121) YoY -5.05% (-319)	All Managers (Combined)	$1.0M	0.1% ($1.0M/$823.2M)	QoQ -1.67% (-$17.4K) YoY -16.09% (-$196.0K)
(cusip92206C714)✕	12.1K	QoQ NEW(+12.1K) YoY NEW(+12.1K)	All Managers (Combined)	$1.0M	0.1% ($1.0M/$823.2M)	QoQ NEW(+$1.0M) YoY NEW(+$1.0M)
(cusip78463X509)✕	24.5K	QoQ +17.65% (+3.7K) YoY NEW(+24.5K)	All Managers (Combined)	$965.1K	0.1% ($965.1K/$823.2M)	QoQ +20.72% (+$165.7K) YoY NEW(+$965.1K)
(cusip25460G609)✕	14.7K	QoQ +0.83% (+122) YoY +1.24% (-182)	All Managers (Combined)	$962.4K	0.1% ($962.4K/$823.2M)	QoQ +18.17% (+$148.0K) YoY -6.64% (-$68.5K)
PROCTER & GAMBLE Co(PGcusip742718109)	5.4K	QoQ +20.06% (+896) YoY -40.07% (-3.6K)	All Managers (Combined)	$913.9K	0.1% ($913.9K/$823.2M)	QoQ +22.05% (+$165.1K) YoY -37.05% (-$538.0K)