$312 Million is the total value of TRUE Private Wealth Advisors's 147 reported holdings in Q3 2016. The portfolio turnover from Q2 2016 to Q3 2016 was 14.8% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| ITOT | Buy | iShares Core S&P Total US Stock Mktcore s&p ttl stk | $31,960,000 | +16.9% | 656,539 | +128.8% | 10.25% | +12.1% |
| IXUS | Buy | iShares Core MSCI Total Intl Stkcore mscitotal | $19,391,000 | +6925.7% | 380,442 | +6625.2% | 6.22% | +6657.6% |
| IJR | Buy | iShares Core S&P Small Cap ETFcore s&p scp etf | $18,263,000 | +20.8% | 150,678 | +15.8% | 5.86% | +15.8% |
| AGG | Buy | iShares Core U S Aggregate Bd ETFcore us aggbd et | $17,698,000 | -0.1% | 158,643 | +0.8% | 5.67% | -4.3% |
| TIP | Sell | iShares TIPS Bond ETFtips bd etf | $16,437,000 | -3.5% | 142,267 | -2.5% | 5.27% | -7.5% |
| IJH | Buy | Ishares Core S&P Mid Cap Etfcore s&p mcp etf | $16,431,000 | +20.1% | 108,414 | +18.4% | 5.27% | +15.1% |
| BND | Sell | Vanguard Total Bond Market ETFtotal bnd mrkt | $14,127,000 | -1.7% | 169,314 | -0.7% | 4.53% | -5.8% |
| IVW | Buy | iShares S&P 500 Growth ETFs&p 500 grwt etf | $13,451,000 | +9.3% | 112,416 | +6.5% | 4.31% | +4.8% |
| IVE | Buy | iShares S&P 500 Value ETFs&p 500 val etf | $12,426,000 | +32.3% | 132,807 | +31.4% | 3.98% | +26.8% |
| IEMG | Buy | iShares Core MSCI Emerging Marketscore msci emkt | $9,870,000 | +10.5% | 220,317 | +3.2% | 3.16% | +5.9% |
| GLD | Buy | SPDR Gold Shares ETF | $7,024,000 | +3309.7% | 58,523 | +3479.4% | 2.25% | +3163.8% |
| FSTA | Sell | Fidelity MSCI Consumer Staples ETFconsmr staples | $6,301,000 | -4.8% | 200,681 | -0.0% | 2.02% | -8.8% |
| USMV | Sell | iShares Trust iShares Edge MSCI Min Vol USA ETFmin vol usa etf | $6,276,000 | -5.6% | 141,144 | -1.9% | 2.01% | -9.5% |
| FUTY | Buy | Fidelity MSCI Utilities ETFmsci utils index | $6,148,000 | -6.7% | 198,418 | +1.9% | 1.97% | -10.6% |
| FIDU | Sell | Fidelity MSCI Industrials ETFmsci indl indx | $5,956,000 | +0.1% | 202,472 | -1.3% | 1.91% | -4.1% |
| COMT | New | iShares Commodities Select Strategy | $4,902,000 | – | 149,838 | +100.0% | 1.57% | – |
| IUSV | Buy | Ishares Core U S Value Etfcore russell val | $4,639,000 | +14.5% | 102,214 | +238.6% | 1.49% | +9.7% |
| IUSG | Buy | Ishares Core U S Growth Etfcore russell grw | $4,159,000 | +15.6% | 99,631 | +126.1% | 1.33% | +10.7% |
| SHY | Buy | Ishares 1 To 3 Year Treasury Bond Etf1-3 yr tr bd etf | $3,418,000 | +35.7% | 40,280 | +36.5% | 1.10% | +30.2% |
| XSD | Buy | SPDR S&P Semiconductor ETFs&p semicndctr | $3,279,000 | +14.8% | 64,726 | +0.5% | 1.05% | +9.9% |
| FDN | Buy | First Trust Dow Jones Internet Index Funddj internt idx | $3,178,000 | +10.9% | 40,027 | +0.7% | 1.02% | +6.3% |
| KBWP | Buy | PowerShares KBW Prpty & Casualty Ins ETFprp cas ins pt | $3,106,000 | +4.7% | 60,015 | +1.1% | 1.00% | +0.4% |
| RSP | New | Guggenheim S&P 500 Equal Weight ETFgug s&p500 eq wt | $2,999,000 | – | 36,696 | +100.0% | 0.96% | – |
| IHI | New | iShares U.S. Medical Devices ETFu.s. med dvc etf | $2,938,000 | – | 20,770 | +100.0% | 0.94% | – |
| RHS | Buy | Guggenheim S&P 500 Eq Wt Cons Stapl ETFgug s&p500 ewcon | $2,920,000 | -5.1% | 24,144 | +1.2% | 0.94% | -9.0% |
| AAPL | Sell | Apple Inc | $2,885,000 | +8.7% | 24,662 | -11.2% | 0.92% | +4.2% |
| USB | Sell | Usbancorp Del Com | $2,779,000 | +4.4% | 64,826 | -1.8% | 0.89% | 0.0% |
| IEFA | Sell | iShares Tr Core MSCI EAFE ETFcore msci eafe | $2,481,000 | -91.3% | 46,210 | -91.6% | 0.80% | -91.7% |
| LQD | Buy | iShares iBoxx $ Investment Grade Corporate Bond ETFiboxx inv cp etf | $2,192,000 | +7.8% | 17,946 | +8.3% | 0.70% | +3.4% |
| WFC | Sell | Wells Fargo & Co | $1,786,000 | -16.0% | 39,925 | -11.2% | 0.57% | -19.5% |
| JNJ | Sell | Johnson & Johnson | $1,735,000 | -6.4% | 14,678 | -4.0% | 0.56% | -10.3% |
| IWB | Buy | iShares Russell 1000 ETFrus 1000 etf | $1,643,000 | +10.1% | 13,873 | +8.6% | 0.53% | +5.6% |
| KO | Buy | Coca Cola Company (The) | $1,587,000 | -0.1% | 38,020 | +8.5% | 0.51% | -4.1% |
| XOM | Sell | Exxon Mobil Corp | $1,580,000 | -8.2% | 18,258 | -0.6% | 0.51% | -12.0% |
| T | Sell | AT&T Inc | $1,575,000 | -26.3% | 40,018 | -19.1% | 0.50% | -29.4% |
| PFE | Buy | Pfizer Inc | $1,549,000 | -1.1% | 47,306 | +6.3% | 0.50% | -5.2% |
| DBE | Sell | PowerShares DB Energy Funddb energy fund | $1,508,000 | -48.2% | 116,520 | -49.7% | 0.48% | -50.4% |
| IJK | Buy | iShares S&P Mid-Cap 400 Growth ETFs&p mc 400gr etf | $1,345,000 | +28.3% | 7,867 | +26.8% | 0.43% | +22.8% |
| BA | Buy | Boeing Co | $1,288,000 | +3.8% | 9,662 | +1.1% | 0.41% | -0.5% |
| FB | Sell | Facebook Inc Cl Acl a | $1,286,000 | +6.9% | 10,067 | -4.4% | 0.41% | +2.5% |
| NWN | Sell | Northwest Natural Gas Co | $1,282,000 | -12.4% | 22,077 | -2.2% | 0.41% | -16.0% |
| DBB | New | PowerShares DB Base Metals Funddb base metals | $1,257,000 | – | 92,173 | +100.0% | 0.40% | – |
| VZ | Buy | Verizon Communications Inc | $997,000 | -9.0% | 19,837 | +1.1% | 0.32% | -12.8% |
| GE | Buy | General Electric Company Com | $994,000 | -4.3% | 34,563 | +4.7% | 0.32% | -8.3% |
| CMCSA | Sell | Comcast Corp Cl Acl a | $988,000 | -4.4% | 15,179 | -4.4% | 0.32% | -8.4% |
| MSFT | Sell | Microsoft Corp | $970,000 | +6.4% | 17,050 | -4.4% | 0.31% | +2.0% |
| SCZ | Buy | iShares MSCI EAFE Small-Cap ETFeafe sml cp etf | $946,000 | +21.4% | 18,524 | +14.7% | 0.30% | +16.1% |
| CVX | Sell | Chevron Corporation | $934,000 | -4.9% | 9,273 | -1.0% | 0.30% | -9.1% |
| IBM | Buy | International Business Machines Corp | $920,000 | +1.3% | 5,987 | +0.0% | 0.30% | -3.0% |
| FREL | Buy | Fidelity MSCI Real Estate ETFmsci rl est etf | $867,000 | +24.9% | 36,801 | +31.7% | 0.28% | +19.8% |
| MET | Sell | MetLife Inc | $851,000 | +6.6% | 18,244 | -9.0% | 0.27% | +2.2% |
| MRK | Sell | Merck & Co Inc | $849,000 | +0.4% | 13,591 | -7.5% | 0.27% | -3.9% |
| INTC | Buy | Intel Corp | $832,000 | +12.7% | 22,529 | +0.1% | 0.27% | +8.1% |
| HON | Sell | Honeywell Intl Inc | $810,000 | -14.6% | 7,489 | -8.2% | 0.26% | -18.0% |
| HD | Sell | Home Depot Inc | $810,000 | -3.7% | 6,417 | -2.6% | 0.26% | -7.5% |
| NKE | Sell | Nike Inc Class B Comcl b | $799,000 | -8.9% | 15,358 | -3.4% | 0.26% | -12.6% |
| MO | Buy | Altria Group Inc | $790,000 | +3.0% | 12,607 | +13.3% | 0.25% | -1.6% |
| HYG | Buy | iShares iBoxx $ High Yield Corporate Bond ETFiboxx hi yd etf | $784,000 | +17.9% | 9,052 | +15.2% | 0.25% | +13.1% |
| AMLP | Buy | Alerian MLP ETFalerian mlp | $742,000 | +3.5% | 59,121 | +4.9% | 0.24% | -0.8% |
| RING | New | iShares MSCI Global Gold Minersglb gld minr etf | $743,000 | – | 74,868 | +100.0% | 0.24% | – |
| MU | Sell | Micron Technology Inc | $742,000 | +19.7% | 44,080 | -2.2% | 0.24% | +15.0% |
| SBUX | Buy | Starbucks Corp | $740,000 | +0.4% | 13,982 | +8.3% | 0.24% | -4.0% |
| JPM | Sell | JPMorgan Chase & Co | $734,000 | -8.4% | 10,842 | -15.9% | 0.24% | -12.3% |
| DIS | Buy | Walt Disney Co | $714,000 | -2.5% | 7,841 | +4.7% | 0.23% | -6.5% |
| FC | Franklin Covey Co | $702,000 | +16.4% | 39,335 | 0.0% | 0.22% | +11.4% | |
| CSCO | Buy | Cisco Systems Inc | $701,000 | +27.2% | 23,265 | +21.0% | 0.22% | +22.3% |
| KMB | Kimberly Clark Corp | $680,000 | -11.5% | 5,593 | 0.0% | 0.22% | -15.2% | |
| EMB | Buy | Ishares J P Morgan Usd Emerging Markets Bond Etfjp mor em mk etf | $671,000 | +16.7% | 5,780 | +15.7% | 0.22% | +12.0% |
| PM | Buy | Philip Morris International Inc | $661,000 | +20.4% | 6,878 | +27.3% | 0.21% | +15.2% |
| UNH | Sell | UnitedHealth Group Inc | $608,000 | -9.0% | 4,531 | -4.3% | 0.20% | -12.6% |
| CVS | Sell | Cvshealth Corporation | $599,000 | -13.1% | 6,816 | -5.3% | 0.19% | -16.5% |
| BAC | Sell | Bank Of America Corp | $543,000 | +0.9% | 34,302 | -15.5% | 0.17% | -3.3% |
| COST | Sell | Costco Wholesale Corp-New | $487,000 | -8.3% | 3,242 | -4.1% | 0.16% | -12.4% |
| MAR | Buy | Marriott International Inccl a | $478,000 | +2.1% | 7,109 | +0.8% | 0.15% | -2.5% |
| UPS | United Parcel Svc Inc Cl Bcl b | $463,000 | +0.4% | 4,281 | 0.0% | 0.15% | -3.9% | |
| VO | Buy | Vanguard Index Funds Vanguard Mid-Cap Etfmid cap etf | $456,000 | +9.1% | 3,621 | +7.0% | 0.15% | +4.3% |
| TEL | Sell | TE Connectivity Ltd | $451,000 | +5.9% | 7,359 | -1.4% | 0.14% | +1.4% |
| DISH | Buy | DISH Network Corpcl a | $445,000 | +18.4% | 7,825 | +8.8% | 0.14% | +13.5% |
| HAL | Halliburton Company | $444,000 | +3.7% | 9,459 | 0.0% | 0.14% | -0.7% | |
| KRE | SPDR S&P Regional Banking ETFs&p regl bkg | $427,000 | +8.9% | 10,221 | 0.0% | 0.14% | +4.6% | |
| IWD | Sell | iShares Russell 1000 Value ETFrus 1000 val etf | $422,000 | -0.2% | 4,055 | -1.2% | 0.14% | -4.9% |
| TWX | Sell | Time Warner Inc | $417,000 | +5.0% | 5,260 | -2.6% | 0.13% | +0.8% |
| PEP | Sell | PepsiCo Inc | $419,000 | -5.8% | 3,961 | -5.8% | 0.13% | -10.1% |
| LUMN | Sell | CenturyLink Inc | $412,000 | -14.7% | 15,062 | -9.6% | 0.13% | -18.5% |
| CRM | Buy | Salesforce.com Inc | $408,000 | -8.5% | 5,784 | +2.8% | 0.13% | -12.1% |
| GBCI | New | Glacier Bancorp Inc | $396,000 | – | 14,361 | +100.0% | 0.13% | – |
| MMD | Mainstay Defind Term Muni Opps | $392,000 | -4.6% | 19,900 | 0.0% | 0.13% | -8.0% | |
| AMGN | Amgen Inc | $388,000 | +8.1% | 2,362 | 0.0% | 0.12% | +3.3% | |
| SCHD | Sell | Schwab US Dividend Equity ETFus dividend eq | $369,000 | -0.5% | 8,913 | -0.5% | 0.12% | -4.8% |
| MMM | Sell | 3Mcompany | $351,000 | -11.6% | 2,066 | -9.0% | 0.11% | -15.0% |
| BIIB | Biogen Inc | $334,000 | +21.9% | 1,135 | 0.0% | 0.11% | +16.3% | |
| ITW | Sell | Illinois Tool Works Inc | $330,000 | +3.8% | 2,850 | -6.7% | 0.11% | 0.0% |
| SLB | Sell | Schlumberger Ltd | $322,000 | -4.5% | 3,954 | -7.2% | 0.10% | -8.8% |
| IWM | New | iShares Russell 2000 ETFrussell 2000 etf | $306,000 | – | 2,534 | +100.0% | 0.10% | – |
| TGT | Sell | Target Corp | $302,000 | -9.9% | 4,459 | -7.3% | 0.10% | -13.4% |
| BX | Buy | The Blackstone Group LP | $303,000 | +17.0% | 12,743 | +20.7% | 0.10% | +11.5% |
| AMZN | Sell | Amazon.com Inc | $302,000 | -1.6% | 365 | -15.1% | 0.10% | -5.8% |
| CHTR | Charter Communications Inccl a | $297,000 | +12.1% | 1,162 | 0.0% | 0.10% | +6.7% | |
| C | Sell | Citigroup Inc Com | $293,000 | +3.5% | 6,055 | -9.4% | 0.09% | -1.1% |
| SMH | Sell | VanEck Vectors Semiconductor ETFsemiconductor et | $293,000 | +4.6% | 4,367 | -11.3% | 0.09% | 0.0% |
| TRV | Sell | Thetravelers Companies Inc | $286,000 | -10.9% | 2,488 | -8.0% | 0.09% | -14.0% |
| SSL | Sell | Sasol Ltdsponsored adr | $283,000 | +1.1% | 10,158 | -1.7% | 0.09% | -3.2% |
| SRE | Sell | Sempra Energy | $281,000 | -14.1% | 2,691 | -6.4% | 0.09% | -17.4% |
| FOX | Twenty-First Century Fox Inccl b | $281,000 | -9.1% | 11,370 | 0.0% | 0.09% | -12.6% | |
| MMC | Sell | Marsh & Mclennan Companies Inc | $280,000 | -6.0% | 4,270 | -2.0% | 0.09% | -10.0% |
| ABBV | Buy | AbbVie Inc | $279,000 | -1.1% | 4,577 | +0.3% | 0.09% | -5.3% |
| TXN | Sell | Texas Instruments Incorporated | $278,000 | -10.3% | 4,104 | -17.3% | 0.09% | -14.4% |
| IXN | Sell | iShares Global Tech ETFglobal tech etf | $276,000 | 0.0% | 2,545 | -10.5% | 0.09% | -4.3% |
| EWZ | Sell | iShares MSCI Brazil Capped ETFmsci brz cap etf | $271,000 | +7.1% | 7,567 | -9.9% | 0.09% | +2.4% |
| BMY | Sell | Bristol Myers Squibb Co | $263,000 | -33.4% | 5,253 | -2.3% | 0.08% | -36.4% |
| KIE | Sell | SPDR S&P Insurance ETFs&p ins etf | $261,000 | -4.4% | 3,463 | -9.9% | 0.08% | -7.7% |
| WY | Sell | Weyerhaeuser Co | $257,000 | +3.6% | 8,241 | -1.1% | 0.08% | -1.2% |
| PG | Sell | Procter & Gamble Co | $256,000 | -1.9% | 2,902 | -6.0% | 0.08% | -5.7% |
| WPC | New | W.P. Carey Inc | $255,000 | – | 4,087 | +100.0% | 0.08% | – |
| ERJ | Sell | Embraer S A Adr Each Rep 4 Com Stk Shs | $252,000 | -20.8% | 14,040 | -4.2% | 0.08% | -23.6% |
| RXI | Sell | iShares Global Consumer Discretionary ETFglb cns disc etf | $252,000 | -5.6% | 2,859 | -9.8% | 0.08% | -9.0% |
| IYR | Sell | Ishares U S Real Estate Etfu.s. real es etf | $248,000 | -9.5% | 3,198 | -3.9% | 0.08% | -13.0% |
| ANTM | Anthem Inc Com | $249,000 | -7.8% | 2,060 | 0.0% | 0.08% | -11.1% | |
| CCK | Crown Holdings Inc | $251,000 | +9.1% | 4,550 | 0.0% | 0.08% | +3.9% | |
| AGN | Allergan plc | $246,000 | +0.4% | 1,062 | 0.0% | 0.08% | -3.7% | |
| BRKB | Sell | Berkshire Hathaway Inc Del Cl Bcl b new | $246,000 | -12.5% | 1,722 | -11.4% | 0.08% | -16.0% |
| STT | Sell | State Street Corp | $244,000 | +21.4% | 3,550 | -4.8% | 0.08% | +16.4% |
| BP | Sell | Bp P L C Sponsored Adr (Frm Bp Amoco Plc)sponsored adr | $241,000 | -5.5% | 6,766 | -5.9% | 0.08% | -9.4% |
| AMT | Sell | American Tower Corporation Reit | $238,000 | -1.2% | 2,120 | -0.4% | 0.08% | -6.2% |
| AVGO | Sell | Broadcom Limited Shs | $229,000 | +2.2% | 1,357 | -6.2% | 0.07% | -2.7% |
| MSI | Motorola Solutions Inc | $227,000 | +10.7% | 3,109 | 0.0% | 0.07% | +5.8% | |
| UTX | Sell | United Technologies Corp | $229,000 | -20.5% | 2,300 | -18.3% | 0.07% | -24.0% |
| LNC | New | Lincoln National Corp | $225,000 | – | 4,664 | +100.0% | 0.07% | – |
| DPS | Sell | Dr Pepper Snapple Group Inc | $220,000 | -10.9% | 2,520 | -1.8% | 0.07% | -14.5% |
| DD | Sell | E Idu Pont De Nemours & Co | $220,000 | -5.6% | 3,236 | -10.3% | 0.07% | -9.0% |
| SLX | New | VanEck Vectors Steel ETFsteel etf | $221,000 | – | 7,287 | +100.0% | 0.07% | – |
| FTNT | Sell | Fortinet Inc | $215,000 | -3.6% | 6,896 | -2.4% | 0.07% | -8.0% |
| BRKA | Berkshire Hathaway Inc-Del Cl Acl a | $214,000 | -0.9% | 1 | 0.0% | 0.07% | -4.2% | |
| NUAN | Nuance Communications Inc | $211,000 | -12.1% | 15,357 | 0.0% | 0.07% | -15.0% | |
| AXP | Sell | American Express Company | $211,000 | -14.2% | 3,504 | -13.7% | 0.07% | -17.1% |
| PBRA | Petroleo Brasileiro Sa (Petrobras)-Sponsored Adr Non Votingsp adr non vtg | $207,000 | +69.7% | 21,000 | 0.0% | 0.07% | +61.0% | |
| MLM | Martin Marietta Materials Inc | $205,000 | -10.5% | 1,195 | 0.0% | 0.07% | -14.3% | |
| HPE | New | Hewlett Packard Enterprise Company Com | $204,000 | – | 9,399 | +100.0% | 0.06% | – |
| XRX | Buy | Xerox Corp | $184,000 | +1.1% | 19,275 | +0.1% | 0.06% | -3.3% |
| FSK | FS Investment Corp | $184,000 | +3.4% | 19,689 | 0.0% | 0.06% | -1.7% | |
| TWTR | Sell | Twitter Inc | $180,000 | +2.9% | 10,148 | -2.0% | 0.06% | -1.7% |
| FEYE | Buy | FireEye Inc | $141,000 | -17.1% | 11,030 | +6.3% | 0.04% | -21.1% |
| WFTIQ | Buy | Weatherford International PLC | $136,000 | +27.1% | 22,191 | +14.2% | 0.04% | +22.2% |
| FCX | New | Freeport Mcmoran Inccl b | $106,000 | – | 11,009 | +100.0% | 0.03% | – |
| PBT | Permian Basin Royalty Trustunit ben int | $69,000 | -5.5% | 10,000 | 0.0% | 0.02% | -8.3% | |
| LC | LendingClub Corp | $55,000 | +27.9% | 10,000 | 0.0% | 0.02% | +28.6% | |
| ONVO | New | Organovo Holdings Inc | $44,000 | – | 11,675 | +100.0% | 0.01% | – |
| AA | Exit | Alcoa Inc | $0 | – | -13,603 | -100.0% | -0.04% | – |
| BUD | Exit | Anheuser-Busch InBev SA/NVsponsored adr | $0 | – | -1,560 | -100.0% | -0.07% | – |
| EMC | Exit | Emccorp-Mass | $0 | – | -8,347 | -100.0% | -0.08% | – |
| DXJH | Exit | WisdomTree Japan Hedged Health Care ETFjap hd hlth cr | $0 | – | -8,469 | -100.0% | -0.09% | – |
| REZ | Exit | iShares Residential Rel Est Cappedresid rl est cap | $0 | – | -45,425 | -100.0% | -1.03% | – |
| PSCU | Exit | PowerShares S&P SmallCap Utilities ETFs&p smcp uti p | $0 | – | -64,012 | -100.0% | -1.06% | – |
| DBP | Exit | PowerShares DB Precious Metals ETFdb prec mtls | $0 | – | -77,703 | -100.0% | -1.06% | – |
| FNCL | Exit | Fidelity MSCI Financials ETFmsci finls idx | $0 | – | -225,060 | -100.0% | -2.07% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2016-11-08
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 32 | Q3 2023 | 15.6% |
| ISHARES TR | 32 | Q3 2023 | 23.6% |
| ISHARES TR | 32 | Q3 2023 | 6.8% |
| APPLE INC COM | 32 | Q3 2023 | 4.7% |
| ISHARES TR | 32 | Q3 2023 | 7.7% |
| ISHARES INC | 32 | Q3 2023 | 5.1% |
| ISHARES TR | 32 | Q3 2023 | 5.9% |
| ISHARES TR | 32 | Q3 2023 | 5.3% |
| Ishares Tr Core Msci Eafe Etf | 32 | Q3 2023 | 9.5% |
| MICROSOFT CORP COM | 32 | Q3 2023 | 2.5% |
View TRUE Private Wealth Advisors's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-25 |
| 13F-HR | 2024-01-30 |
| 13F-HR | 2023-11-13 |
| 13F-HR | 2023-08-11 |
| 13F-HR | 2023-05-11 |
| 13F-HR | 2023-02-14 |
| 13F-HR | 2022-11-04 |
| 13F-HR | 2022-07-28 |
| 13F-HR | 2022-05-09 |
| 13F-HR | 2022-02-11 |
View TRUE Private Wealth Advisors's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.