$579 Million is the total value of TRUE Private Wealth Advisors's 209 reported holdings in Q3 2019. The portfolio turnover from Q2 2019 to Q3 2019 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| BX | New | Blackstone Group LP | $1,035,000 | – | 21,207 | +100.0% | 0.18% | – |
| DWT | New | VelocityShares 3x Invrs Crude Oil ETNNew | $237,000 | – | 43,000 | +100.0% | 0.04% | – |
| LHX | New | L3Harris Technologies Inc | $233,000 | – | 1,118 | +100.0% | 0.04% | – |
| TRP | New | TC Energy Corpcom | $219,000 | – | 4,200 | +100.0% | 0.04% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2019-10-09
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 35 | Q2 2024 | 15.6% |
| ISHARES TR | 35 | Q2 2024 | 23.6% |
| APPLE INC COM | 35 | Q2 2024 | 4.7% |
| ISHARES TR | 35 | Q2 2024 | 6.8% |
| ISHARES TR | 35 | Q2 2024 | 7.7% |
| ISHARES TR | 35 | Q2 2024 | 5.3% |
| ISHARES TR | 35 | Q2 2024 | 5.9% |
| ISHARES INC | 35 | Q2 2024 | 5.1% |
| Ishares Tr Core Msci Eafe Etf | 35 | Q2 2024 | 9.5% |
| MICROSOFT CORP COM | 35 | Q2 2024 | 2.5% |
View TRUE Private Wealth Advisors's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-07-26 |
| 13F-HR | 2024-07-16 |
| 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 |
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.