$431 Million is the total value of TRUE Private Wealth Advisors's 151 reported holdings in Q2 2017. The portfolio turnover from Q1 2017 to Q2 2017 was 18.5% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| ITOT | Sell | iShares Core S&P Total US Stock Mkt ETFcore s&p ttl stk | $49,869,000 | +1.4% | 899,851 | -1.4% | 11.56% | +2.8% |
| IXUS | Sell | iShares Core MSCI Total Intl Stk ETFcore msci total | $47,417,000 | +2.4% | 826,660 | -2.5% | 10.99% | +3.8% |
| AGG | Sell | iShares Core US Aggregate Bondcore us aggbd et | $23,454,000 | -3.3% | 214,179 | -4.3% | 5.44% | -2.1% |
| TIP | Sell | iShares TIPS Bondtips bd etf | $21,529,000 | -5.6% | 189,806 | -4.8% | 4.99% | -4.3% |
| IVW | Sell | iShares S&P 500 Growths&p 500 grwt etf | $21,486,000 | -27.1% | 157,009 | -30.1% | 4.98% | -26.2% |
| IVE | Sell | iShares S&P 500 Values&p 500 val etf | $20,771,000 | -27.5% | 197,895 | -28.4% | 4.81% | -26.5% |
| IEMG | Buy | iShares Core MSCI Emerging Markets ETFcore msci emkt | $19,338,000 | +42.1% | 386,461 | +35.9% | 4.48% | +44.0% |
| IEV | New | iShares Europeeurope etf | $17,985,000 | – | 405,819 | +100.0% | 4.17% | – |
| EMB | Buy | iShares JPMorgan USD Emerg Markets Bondjp mor em mk etf | $14,692,000 | +1573.3% | 128,473 | +1562.0% | 3.40% | +1594.0% |
| IJR | Sell | iShares Core S&P Small-Capcore s&p scp etf | $10,717,000 | -25.8% | 152,858 | -28.2% | 2.48% | -24.9% |
| FIDU | Sell | Fidelity MSCI Industrials ETFmsci indl indx | $10,395,000 | +0.6% | 298,816 | -3.0% | 2.41% | +1.9% |
| FNCL | Sell | Fidelity MSCI Financials ETFmsci finls idx | $10,371,000 | +3.3% | 285,402 | -1.1% | 2.40% | +4.6% |
| IJH | Sell | iShares Core S&P Mid-Capcore s&p mcp etf | $8,922,000 | -29.8% | 51,290 | -31.4% | 2.07% | -28.9% |
| IUSV | Sell | iShares Core Russell US Valuecore s&p vlu etf | $5,741,000 | +1.0% | 112,717 | -0.3% | 1.33% | +2.4% |
| IUSG | Sell | Ishares Core U S Growth Etfcore s&p us etf | $5,328,000 | +3.8% | 110,546 | -0.3% | 1.24% | +5.2% |
| RSP | Sell | Guggenheim S&P 500 Equal Weight ETFgug s&p500 eq wt | $4,847,000 | -2.5% | 52,299 | -4.8% | 1.12% | -1.2% |
| XSD | Buy | SPDR S&P Semiconductor ETFs&p semicndctr | $4,814,000 | +10.8% | 78,075 | +7.2% | 1.12% | +12.3% |
| FDN | Buy | First Trust Dow Jones Internet ETFdj internt idx | $4,757,000 | +8.5% | 50,217 | +0.2% | 1.10% | +10.0% |
| KBWP | Buy | PowerShares KBW Prpty & Casualty Ins ETFprp cas ins pt | $4,744,000 | +12.6% | 81,633 | +8.9% | 1.10% | +14.1% |
| XSLV | Buy | PowerShares S&P SmallCap Low Volatil ETFs&p600 lovl pt | $4,643,000 | +12.5% | 106,444 | +9.0% | 1.08% | +14.0% |
| QABA | Buy | First Trust NASDAQ ABA Community Bk ETF | $4,589,000 | +15.5% | 90,678 | +12.9% | 1.06% | +17.1% |
| SHY | Buy | iShares 1-3 Year Treasury Bond1-3 yr tr bd etf | $4,210,000 | +137.2% | 49,839 | +137.0% | 0.98% | +140.4% |
| EWT | New | iShares MSCI Taiwanmsci taiwan etf | $3,772,000 | – | 105,484 | +100.0% | 0.87% | – |
| SMH | Buy | VanEck Vectors Semiconductor ETFsemiconductor et | $3,761,000 | +27.0% | 45,948 | +22.7% | 0.87% | +28.6% |
| IXN | Buy | iShares Global Tech ETFglobal tech etf | $3,749,000 | +29.1% | 28,641 | +21.8% | 0.87% | +30.7% |
| KIE | Buy | SPDR S&P Insurance ETFs&p ins etf | $3,747,000 | +35.8% | 42,558 | +31.6% | 0.87% | +37.6% |
| RXI | Buy | iShares Globl Consumer Discretionaryglb cns disc etf | $3,680,000 | +30.0% | 37,192 | +25.4% | 0.85% | +31.6% |
| AAPL | Sell | Apple Inc | $3,680,000 | -1.2% | 25,558 | -1.7% | 0.85% | +0.1% |
| IEFA | Sell | iShares Core MSCI EAFEcore msci eafe | $3,332,000 | +4.1% | 54,736 | -1.6% | 0.77% | +5.5% |
| EWO | New | iShares MSCI Austria Capped ETFaustria capd etf | $3,264,000 | – | 153,674 | +100.0% | 0.76% | – |
| USB | Sell | US Bancorp | $3,185,000 | -3.7% | 61,019 | -5.6% | 0.74% | -2.4% |
| LQD | Sell | iShares iBoxx $ Investment Grade Corporate Bond ETFiboxx inv cp etf | $2,851,000 | +1.9% | 23,663 | -0.4% | 0.66% | +3.3% |
| WFC | Buy | Wells Fargo & Co | $2,223,000 | +5.3% | 40,126 | +4.2% | 0.52% | +6.6% |
| JNJ | Buy | Johnson & Johnson | $2,194,000 | +9.7% | 16,592 | +3.6% | 0.51% | +11.1% |
| BA | Buy | Boeing Co | $1,993,000 | +11.2% | 10,079 | +0.5% | 0.46% | +12.7% |
| BND | Buy | Vanguard Total Bond Market ETFtotal bnd mrkt | $1,891,000 | +274.5% | 23,119 | +270.6% | 0.44% | +277.6% |
| IWB | Sell | iShares Russell 1000rus 1000 etf | $1,851,000 | +3.0% | 13,690 | -0.3% | 0.43% | +4.4% |
| IJK | Sell | iShares S&P Mid-Cap 400 Growths&p mc 400gr etf | $1,747,000 | +2.6% | 8,885 | -1.1% | 0.40% | +3.8% |
| FB | Buy | Facebook Inc Acl a | $1,657,000 | +12.6% | 10,978 | +4.9% | 0.38% | +13.9% |
| MSFT | Buy | Microsoft Corp | $1,638,000 | +18.3% | 23,767 | +12.7% | 0.38% | +19.9% |
| KO | Sell | Coca-Cola Co | $1,591,000 | +2.3% | 35,171 | -3.7% | 0.37% | +3.7% |
| GLD | Buy | SPDR Gold Shares | $1,577,000 | +591.7% | 13,364 | +598.6% | 0.37% | +603.8% |
| XOM | Buy | Exxon Mobil Corp | $1,472,000 | +1.6% | 18,233 | +4.1% | 0.34% | +3.0% |
| NWN | Northwest Natural Gas Co | $1,438,000 | +0.6% | 24,039 | 0.0% | 0.33% | +1.8% | |
| PFE | Sell | Pfizer Inc | $1,381,000 | -3.0% | 41,131 | -1.5% | 0.32% | -1.8% |
| SCZ | Sell | iShares MSCI EAFE Small-Capeafe sml cp etf | $1,286,000 | +7.3% | 22,248 | -0.2% | 0.30% | +8.8% |
| CMCSA | Buy | Comcast Corp Class Acl a | $1,268,000 | +7.2% | 32,449 | +4.3% | 0.29% | +8.5% |
| LLY | New | Eli Lilly and Co | $1,243,000 | – | 15,106 | +100.0% | 0.29% | – |
| FREL | Sell | Fidelity MSCI Real Estate ETFmsci rl est etf | $1,211,000 | +0.2% | 50,022 | -0.4% | 0.28% | +1.4% |
| T | Buy | AT&T Inc | $1,206,000 | -6.9% | 31,965 | +0.1% | 0.28% | -5.4% |
| JPM | Buy | JPMorgan Chase & Co | $1,137,000 | +18.6% | 12,449 | +11.8% | 0.26% | +20.5% |
| VZ | Buy | Verizon Communications Inc | $1,093,000 | +15.8% | 24,479 | +26.1% | 0.25% | +17.1% |
| MO | Buy | Altria Group Inc | $1,078,000 | +5.9% | 14,360 | +1.1% | 0.25% | +7.3% |
| NKE | Sell | Nike Inc Bcl b | $1,058,000 | +4.9% | 17,891 | -2.3% | 0.24% | +6.1% |
| PM | Buy | Philip Morris International Inc | $1,046,000 | +10.9% | 8,831 | +6.3% | 0.24% | +12.0% |
| HON | Buy | Honeywell International Inc | $1,016,000 | +11.6% | 7,624 | +4.1% | 0.24% | +13.0% |
| UNH | Buy | UnitedHealth Group Inc | $999,000 | +15.4% | 5,388 | +3.2% | 0.23% | +17.2% |
| CVX | Buy | Chevron Corp | $999,000 | -3.7% | 9,583 | +0.5% | 0.23% | -2.1% |
| HD | Buy | The Home Depot Inc | $999,000 | +6.3% | 6,516 | +2.0% | 0.23% | +7.9% |
| HYG | Sell | iShares iBoxx $ High Yield Corporate Bdiboxx hi yd etf | $997,000 | +0.5% | 11,289 | -0.6% | 0.23% | +1.8% |
| MRK | Buy | Merck & Co Inc | $995,000 | +8.9% | 15,418 | +6.5% | 0.23% | +10.5% |
| BAC | Sell | Bank of America Corporation | $979,000 | +0.9% | 40,393 | -3.6% | 0.23% | +2.3% |
| MET | Buy | MetLife Inc | $965,000 | +6.7% | 17,581 | +2.3% | 0.22% | +8.2% |
| SBUX | Buy | Starbucks Corp | $962,000 | +12.3% | 16,514 | +11.7% | 0.22% | +13.8% |
| AMLP | Buy | Alerian MLP ETFalerian mlp | $906,000 | -0.9% | 75,813 | +6.0% | 0.21% | +0.5% |
| DIS | Buy | Walt Disney Co | $879,000 | -2.4% | 8,282 | +3.4% | 0.20% | -1.0% |
| GE | Sell | General Electric Co | $850,000 | -20.5% | 31,227 | -12.4% | 0.20% | -19.6% |
| IBM | Sell | International Business Machines Corp | $824,000 | -20.0% | 5,361 | -10.5% | 0.19% | -19.1% |
| INTC | Sell | Intel Corp | $765,000 | -7.2% | 22,689 | -0.9% | 0.18% | -5.9% |
| CSCO | Buy | Cisco Systems Inc | $756,000 | +19.2% | 24,174 | +25.7% | 0.18% | +20.7% |
| KMB | Buy | Kimberly-Clark Corp | $735,000 | +0.1% | 5,657 | +1.1% | 0.17% | +1.2% |
| MAR | Buy | Marriott International Inccl a | $713,000 | +10.0% | 7,115 | +0.1% | 0.16% | +11.5% |
| FC | Franklin Covey Co | $685,000 | -7.7% | 35,507 | 0.0% | 0.16% | -6.5% | |
| PEP | Buy | PepsiCo Inc | $614,000 | +9.8% | 5,317 | +6.0% | 0.14% | +10.9% |
| TEL | Buy | TE Connectivity Ltd | $582,000 | +8.0% | 7,399 | +0.1% | 0.14% | +9.8% |
| CVS | Buy | CVS Health Corp | $580,000 | +8.6% | 7,212 | +4.0% | 0.13% | +9.8% |
| COST | Buy | Costco Wholesale Corp | $566,000 | +0.5% | 3,539 | +7.1% | 0.13% | +1.6% |
| BX | Buy | Blackstone Group LP | $550,000 | +29.7% | 16,517 | +14.4% | 0.13% | +30.9% |
| KRE | Sell | SPDR S&P Regional Banking ETFs&p regl bkg | $543,000 | -0.7% | 9,884 | -3.3% | 0.13% | +0.8% |
| TWX | Buy | Time Warner Inc | $539,000 | +4.5% | 5,373 | +2.4% | 0.12% | +5.9% |
| AMZN | Buy | Amazon.com Inc | $526,000 | +35.6% | 544 | +25.3% | 0.12% | +37.1% |
| GBCI | Glacier Bancorp Inc | $525,000 | +11.2% | 14,361 | 0.0% | 0.12% | +13.0% | |
| CRM | Buy | Salesforce.com Inc | $520,000 | +4.8% | 6,010 | +2.1% | 0.12% | +7.1% |
| C | Buy | Citigroup Inc | $515,000 | +28.1% | 7,703 | +13.6% | 0.12% | +29.3% |
| DISH | Buy | DISH Network Corpcl a | $495,000 | +1.2% | 7,899 | +0.9% | 0.12% | +2.7% |
| OCLR | Buy | Oclaro Inc | $484,000 | +41.5% | 51,858 | +37.3% | 0.11% | +43.6% |
| UPS | Sell | United Parcel Service Inc Class Bcl b | $473,000 | +3.5% | 4,281 | -1.7% | 0.11% | +4.8% |
| ITW | Buy | Illinois Tool Works Inc | $467,000 | +24.5% | 3,249 | +14.0% | 0.11% | +25.6% |
| IWD | iShares Russell 1000 Valuerus 1000 val etf | $465,000 | +1.5% | 4,000 | 0.0% | 0.11% | +2.9% | |
| UTX | Buy | United Technologies Corp | $440,000 | +16.1% | 3,610 | +7.6% | 0.10% | +17.2% |
| AMGN | Amgen Inc | $406,000 | +5.5% | 2,362 | 0.0% | 0.09% | +6.8% | |
| MSI | Motorola Solutions Inc | $400,000 | +3.4% | 4,594 | 0.0% | 0.09% | +4.5% | |
| CHTR | Charter Communications Inccl a | $391,000 | +1.8% | 1,162 | 0.0% | 0.09% | +3.4% | |
| MMD | Mainstay Defind Term Muni Opps | $391,000 | +1.3% | 19,900 | 0.0% | 0.09% | +3.4% | |
| ANTM | Anthem Inc | $387,000 | +13.2% | 2,060 | 0.0% | 0.09% | +15.4% | |
| HAL | Halliburton Co | $378,000 | -14.1% | 8,857 | 0.0% | 0.09% | -12.9% | |
| SCHD | Sell | Schwab US Dividend Equity ETFus dividend eq | $381,000 | +1.1% | 8,448 | -0.4% | 0.09% | +2.3% |
| PG | Buy | Procter & Gamble Co | $362,000 | +17.5% | 4,164 | +20.4% | 0.08% | +20.0% |
| STT | Buy | State Street Corporation | $356,000 | +27.6% | 3,955 | +11.4% | 0.08% | +29.7% |
| TXN | Buy | Texas Instruments Inc | $355,000 | +7.6% | 4,625 | +12.7% | 0.08% | +9.3% |
| ABBV | Buy | AbbVie Inc | $349,000 | +11.5% | 4,814 | +0.6% | 0.08% | +12.5% |
| MMM | Sell | 3M Co | $340,000 | -30.5% | 1,633 | -36.6% | 0.08% | -29.5% |
| MMC | Buy | Marsh & Mclennan Companies Inc | $338,000 | +8.0% | 4,336 | +1.5% | 0.08% | +8.3% |
| AVGO | Buy | Broadcom Ltd | $332,000 | +12.2% | 1,426 | +5.1% | 0.08% | +13.2% |
| AXP | Buy | American Express Co | $323,000 | +18.8% | 3,844 | +9.7% | 0.08% | +21.0% |
| BRKB | Buy | Berkshire Hathaway Inc Bcl b new | $325,000 | +13.6% | 1,921 | +11.6% | 0.08% | +15.4% |
| SRE | Buy | Sempra Energy | $319,000 | +8.1% | 2,836 | +5.4% | 0.07% | +10.4% |
| FOX | Twenty-First Century Fox Inccl b | $316,000 | -8.9% | 11,370 | 0.0% | 0.07% | -7.6% | |
| BMY | Buy | Bristol-Myers Squibb Company | $313,000 | +10.6% | 5,624 | +6.1% | 0.07% | +12.3% |
| GOOGL | Buy | Alphabet Inc Acap stk cl a | $314,000 | +26.1% | 338 | +14.2% | 0.07% | +28.1% |
| LNC | Buy | Lincoln National Corp | $310,000 | +3.0% | 4,596 | +0.0% | 0.07% | +4.3% |
| PYPL | New | PayPal Holdings Inc | $306,000 | – | 5,702 | +100.0% | 0.07% | – |
| BIIB | Biogen Inc | $307,000 | +0.7% | 1,135 | 0.0% | 0.07% | +1.4% | |
| WY | Buy | Weyerhaeuser Co | $306,000 | +6.6% | 9,133 | +10.7% | 0.07% | +7.6% |
| IYR | Sell | iShares US Real Estateu.s. real es etf | $301,000 | -3.8% | 3,785 | -4.6% | 0.07% | -2.8% |
| GOOG | Buy | Alphabet Inc Ccap stk cl c | $300,000 | +32.2% | 331 | +19.9% | 0.07% | +34.6% |
| SU | Sell | Suncor Energy Inc | $289,000 | -6.2% | 9,915 | -0.3% | 0.07% | -4.3% |
| SLB | Buy | Schlumberger Ltd | $288,000 | -6.8% | 4,354 | +10.1% | 0.07% | -5.6% |
| TRV | Sell | The Travelers Companies Inc | $279,000 | +5.3% | 2,208 | -0.2% | 0.06% | +6.6% |
| AMT | American Tower Corp | $281,000 | +8.9% | 2,120 | 0.0% | 0.06% | +10.2% | |
| KEY | Buy | KeyCorp | $282,000 | +7.2% | 15,098 | +0.1% | 0.06% | +8.3% |
| DD | Buy | E.I. du Pont de Nemours & Co | $274,000 | +5.8% | 3,395 | +4.9% | 0.06% | +8.5% |
| MTD | Mettler-Toledo International Inc | $272,000 | +22.0% | 463 | 0.0% | 0.06% | +23.5% | |
| CCK | Crown Holdings Inc | $271,000 | +12.9% | 4,550 | 0.0% | 0.06% | +14.5% | |
| ERJ | Buy | Embraer SA ADR | $269,000 | -9.4% | 14,725 | +8.7% | 0.06% | -8.8% |
| NUAN | Nuance Communications Inc | $267,000 | +3.1% | 15,357 | 0.0% | 0.06% | +5.1% | |
| MLM | Martin Marietta Materials Inc | $265,000 | +0.4% | 1,195 | 0.0% | 0.06% | +1.7% | |
| AGN | Allergan plc | $258,000 | +2.0% | 1,062 | 0.0% | 0.06% | +3.4% | |
| FAS | New | Direxion Daily Financial Bull 3X ETFdly fin bull new | $260,000 | – | 5,277 | +100.0% | 0.06% | – |
| BRKA | Berkshire Hathaway Inc Acl a | $254,000 | +2.0% | 1 | 0.0% | 0.06% | +3.5% | |
| BP | Buy | BP PLC ADRsponsored adr | $249,000 | +6.0% | 7,213 | +6.6% | 0.06% | +7.4% |
| BK | New | Bank of New York Mellon Corp | $246,000 | – | 4,837 | +100.0% | 0.06% | – |
| FTNT | Buy | Fortinet Inc | $241,000 | +3.4% | 6,457 | +3.4% | 0.06% | +5.7% |
| PPG | New | PPG Industries Inc | $237,000 | – | 2,164 | +100.0% | 0.06% | – |
| TSLA | New | Tesla Motors Inc | $228,000 | – | 631 | +100.0% | 0.05% | – |
| NFLX | New | Netflix Inc | $220,000 | – | 1,476 | +100.0% | 0.05% | – |
| ABT | New | Abbott Laboratories | $218,000 | – | 4,495 | +100.0% | 0.05% | – |
| ADSK | New | Autodesk Inc | $215,000 | – | 2,134 | +100.0% | 0.05% | – |
| TWTR | Buy | Twitter Inc | $215,000 | +40.5% | 12,040 | +12.0% | 0.05% | +42.9% |
| MCD | New | McDonald's Corp | $211,000 | – | 1,379 | +100.0% | 0.05% | – |
| SWKS | Buy | Skyworks Solutions Inc | $209,000 | -5.9% | 2,182 | +0.0% | 0.05% | -5.9% |
| ABC | New | AmerisourceBergen Corp | $209,000 | – | 2,213 | +100.0% | 0.05% | – |
| ERX | Buy | Direxion Daily Energy Bull 3X ETFdly enrgy bull3x | $205,000 | -16.0% | 8,212 | +8.0% | 0.05% | -14.3% |
| PGR | New | Progressive Corp | $200,000 | – | 4,553 | +100.0% | 0.05% | – |
| FEYE | Buy | FireEye Inc | $193,000 | +35.9% | 12,720 | +10.4% | 0.04% | +40.6% |
| PBRA | Petroleo Brasileiro SA Petrobras ADRsp adr non vtg | $156,000 | -20.0% | 21,000 | 0.0% | 0.04% | -20.0% | |
| FCX | Freeport-McMoRan Inccl b | $120,000 | -9.8% | 10,009 | 0.0% | 0.03% | -6.7% | |
| FSK | FS Investment Corp | $97,000 | -4.0% | 10,386 | 0.0% | 0.02% | -4.3% | |
| PBT | Permian Basin Royalty Trustunit ben int | $87,000 | -13.9% | 10,000 | 0.0% | 0.02% | -13.0% | |
| WFTIQ | New | Weatherford International PLC | $81,000 | – | 21,141 | +100.0% | 0.02% | – |
| LC | LendingClub Corp | $55,000 | +3.8% | 10,000 | 0.0% | 0.01% | +8.3% | |
| ONVO | Exit | Organovo Holdings Inc | $0 | – | -11,550 | -100.0% | -0.01% | – |
| XRX | Exit | Xerox Corp | $0 | – | -19,305 | -100.0% | -0.03% | – |
| TGT | Exit | Target Corp | $0 | – | -4,488 | -100.0% | -0.05% | – |
| VO | Exit | Vanguard Mid-Cap ETFmid cap etf | $0 | – | -1,753 | -100.0% | -0.06% | – |
| DPS | Exit | Dr Pepper Snapple Group Inc | $0 | – | -2,520 | -100.0% | -0.06% | – |
| DBE | Exit | PowerShares DB Energy ETFdb energy fund | $0 | – | -135,054 | -100.0% | -0.40% | – |
| DBB | Exit | PowerShares DB Base Metals ETFdb base metals | $0 | – | -108,276 | -100.0% | -0.40% | – |
| SLX | Exit | VanEck Vectors Steel ETFsteel etf | $0 | – | -66,187 | -100.0% | -0.60% | – |
| EWZ | Exit | iShares MSCI Brazil Cappedmsci brz cap etf | $0 | – | -71,846 | -100.0% | -0.61% | – |
| UUP | Exit | PowerShares DB US Dollar Bullish ETFdoll indx bull | $0 | – | -623,922 | -100.0% | -3.73% | – |
| COMT | Exit | iShares Commodities Select Strategy | $0 | – | -572,881 | -100.0% | -4.45% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2017-08-07
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.