Truwealth-Advisors

Filing Details

13F-HR2025-03-31
Report Date
2025-03-31
Filing Date
2025-04-10
Total Holdings
158
Total Value
1656698252
Accession Number
0001667731-25-000395
Form Type
13F-HR
Manager Name
Truwealth-Advisors
Data Enrichment
65% identified
103 identified55 unidentified

Holdings

158 positions
Manager:
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Page 5 of 8
464288810
Shares:16.2K
Value:$976.1K
Blackstone Inc.
Shares:7.0K
Value:$973.1K
BANK OF AMERICA CORP /DE/
Shares:22.8K
Value:$952.4K
921908844
Shares:4.8K
Value:$926.9K
464289438
Shares:4.2K
Value:$884.3K
Merck & Co., Inc.
Shares:9.8K
Value:$882.6K
Fortinet, Inc.
Shares:9.1K
Value:$880.1K
921946406
Shares:6.7K
Value:$869.2K
JOHNSON & JOHNSON
Shares:5.0K
Value:$832.8K
464287168
Shares:6.0K
Value:$804.0K
316092840
Shares:16.1K
Value:$797.8K
MCKESSON CORP
Shares:1.2K
Value:$777.3K
PROCTER & GAMBLE Co
Shares:4.5K
Value:$772.8K
STRYKER CORP
Shares:2.0K
Value:$756.5K
33734X176
Shares:5.6K
Value:$735.6K
464287515
Shares:7.9K
Value:$700.4K
922908736
Shares:1.9K
Value:$696.5K
464288679
Shares:5.7K
Value:$634.0K
Blue Owl Capital Corp
Shares:42.8K
Value:$627.5K
Mastercard Inc
Shares:1.1K
Value:$618.1K