True-Link-Financial-Advisors

Filing Details

13F-HR2025-03-31
Report Date
2025-03-31
Filing Date
2025-04-21
Total Holdings
94
Total Value
1339784059
Accession Number
0001846236-25-000002
Form Type
13F-HR
Manager Name
True-Link-Financial-Advisors
Data Enrichment
74% identified
70 identified24 unidentified

Holdings

94 positions
Manager:
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67092P813
Shares:9.3K
Value:$259.1K
46435G516
Shares:3.0K
Value:$246.5K
ELI LILLY & Co
Shares:293
Value:$242.0K
DT Midstream, Inc.
Shares:2.5K
Value:$238.4K
78468R663
Shares:2.4K
Value:$221.3K
921908844
Shares:1.1K
Value:$220.6K
QUALCOMM INC/DE
Shares:1.4K
Value:$218.4K
COGNIZANT TECHNOLOGY SOLUTIONS CORP
Shares:2.8K
Value:$215.7K
AbbVie Inc.
Shares:1.0K
Value:$215.6K
Fidelity National Financial, Inc.
Shares:3.3K
Value:$214.8K
37954Y889
Shares:3.1K
Value:$209.0K
Hewlett Packard Enterprise Co
Shares:13.5K
Value:$207.6K
SUNCOR ENERGY INC
Shares:5.2K
Value:$201.2K
Dun & Bradstreet Holdings, Inc.
Shares:12.8K
Value:$114.4K