$1.16 Billion is the total value of TruWealth Advisors, LLC's 146 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was 12.2% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
VTI | Buy | VANGUARD INDEX FDStotal stk mkt | $106,411,420 | +5.2% | 500,972 | +9.1% | 9.15% | +5.4% |
JAAA | Buy | JANUS DETROIT STR TRhendrson aaa cl | $65,573,115 | +3.9% | 1,302,863 | +2.9% | 5.64% | +4.0% |
BSCO | Buy | INVESCO EXCH TRD SLF IDX FD | $59,977,719 | +10.1% | 2,901,680 | +9.6% | 5.16% | +10.2% |
AGG | Sell | ISHARES TRcore us aggbd et | $54,062,128 | -10.3% | 574,884 | -6.5% | 4.65% | -10.2% |
LQD | Buy | ISHARES TRiboxx inv cp etf | $51,688,218 | +1.3% | 506,648 | +7.4% | 4.44% | +1.4% |
IWF | Buy | ISHARES TRrus 1000 grw etf | $45,093,630 | -1.9% | 169,531 | +1.5% | 3.88% | -1.7% |
IEF | Buy | ISHARES TR7-10 yr trsy bd | $44,784,301 | +0.2% | 488,965 | +5.7% | 3.85% | +0.4% |
AAPL | Buy | APPLE INC | $29,268,152 | -9.5% | 170,949 | +2.6% | 2.52% | -9.3% |
Sell | SHELL PLCspon ads | $28,964,759 | +3.4% | 449,903 | -3.0% | 2.49% | +3.5% | |
BSCS | Buy | INVESCO EXCH TRD SLF IDX FDinvsco blsh 28 | $27,622,217 | +4.6% | 1,426,399 | +6.7% | 2.38% | +4.8% |
QQQM | Buy | INVESCO EXCH TRADED FD TR IInasdaq 100 etf | $26,148,373 | +21.1% | 177,385 | +24.8% | 2.25% | +21.3% |
MSFT | Sell | MICROSOFT CORP | $26,052,928 | -21.0% | 82,511 | -14.8% | 2.24% | -20.9% |
AVUV | Buy | AMERICAN CENTY ETF TRus sml cp valu | $25,868,288 | +2.0% | 331,857 | +1.5% | 2.22% | +2.2% |
GOOG | Buy | ALPHABET INCcap stk cl c | $25,641,271 | +10.6% | 194,473 | +1.5% | 2.20% | +10.8% |
SCHD | Buy | SCHWAB STRATEGIC TRus dividend eq | $24,891,788 | -1.1% | 351,778 | +1.5% | 2.14% | -0.9% |
COST | Buy | COSTCO WHSL CORP NEW | $24,414,609 | +5.5% | 43,215 | +0.5% | 2.10% | +5.6% |
CVX | Sell | CHEVRON CORP NEW | $24,083,421 | +6.6% | 142,827 | -0.5% | 2.07% | +6.8% |
AMZN | Buy | AMAZON COM INC | $23,223,879 | -2.0% | 182,693 | +0.5% | 2.00% | -1.9% |
ABBV | Buy | ABBVIE INC | $21,877,317 | +13.9% | 146,769 | +3.0% | 1.88% | +14.1% |
LLY | Buy | ELI LILLY & CO | $20,700,119 | +15.7% | 38,538 | +1.0% | 1.78% | +15.8% |
JPM | Buy | JPMORGAN CHASE & CO | $18,208,417 | +1.3% | 125,558 | +1.6% | 1.56% | +1.4% |
JNJ | Buy | JOHNSON & JOHNSON | $17,924,025 | +5.6% | 115,082 | +12.3% | 1.54% | +5.8% |
UNH | Buy | UNITEDHEALTH GROUP INC | $17,648,415 | +7.5% | 35,004 | +2.5% | 1.52% | +7.7% |
BSCP | Buy | INVESCO EXCH TRD SLF IDX FD | $15,772,586 | +3.5% | 784,316 | +3.6% | 1.36% | +3.7% |
IWD | Buy | ISHARES TRrus 1000 val etf | $14,606,662 | -2.1% | 96,210 | +1.8% | 1.26% | -2.0% |
QQQ | Sell | INVESCO QQQ TRunit ser 1 | $14,376,386 | -3.4% | 40,127 | -0.4% | 1.24% | -3.3% |
VUSB | Buy | VANGUARD BD INDEX FDSvanguard ultra | $14,325,984 | +1.5% | 291,238 | +1.4% | 1.23% | +1.7% |
VOO | Buy | VANGUARD INDEX FDS | $12,305,792 | -2.6% | 31,336 | +1.1% | 1.06% | -2.4% |
SPHQ | Buy | INVESCO EXCHANGE TRADED FD Ts&p500 quality | $12,218,709 | +230.4% | 244,179 | +233.1% | 1.05% | +231.2% |
AVGO | Sell | BROADCOM INC | $12,162,808 | -11.5% | 14,644 | -7.6% | 1.05% | -11.4% |
POOL | Buy | POOL CORP | $11,593,349 | -2.7% | 32,556 | +2.3% | 1.00% | -2.5% |
MMIT | Buy | INDEXIQ ACTIVE ETF TRiq mackay intrme | $11,296,791 | +14.3% | 480,715 | +18.5% | 0.97% | +14.4% |
V | Sell | VISA INC | $11,094,428 | -39.0% | 48,235 | -37.0% | 0.95% | -38.8% |
CSCO | New | CISCO SYS INC | $10,206,196 | – | 189,847 | +100.0% | 0.88% | – |
ABT | Buy | ABBOTT LABS | $10,069,008 | +2177.1% | 103,965 | +2463.2% | 0.87% | +2178.9% |
ACN | New | ACCENTURE PLC IRELAND | $10,042,885 | – | 32,701 | +100.0% | 0.86% | – |
FSMB | Buy | FIRST TR EXCH TRADED FD IIIshrt dur mng mun | $9,745,458 | +2.0% | 502,732 | +3.9% | 0.84% | +2.2% |
VB | Buy | VANGUARD INDEX FDSsmall cp etf | $9,484,861 | -3.0% | 50,166 | +2.0% | 0.82% | -3.0% |
UCON | New | FIRST TR EXCHNG TRADED FD VItcw unconstrai | $9,456,858 | – | 395,684 | +100.0% | 0.81% | – |
LMT | Buy | LOCKHEED MARTIN CORP | $9,371,394 | -8.5% | 22,915 | +3.0% | 0.81% | -8.3% |
NEE | Buy | NEXTERA ENERGY INC | $9,300,319 | -11.8% | 162,338 | +14.3% | 0.80% | -11.7% |
VO | Buy | VANGUARD INDEX FDSmid cap etf | $9,051,312 | -4.8% | 43,466 | +0.6% | 0.78% | -4.7% |
WPC | Buy | WP CAREY INC | $8,963,904 | -17.6% | 165,753 | +2.9% | 0.77% | -17.5% |
BX | Buy | BLACKSTONE INC | $7,910,090 | +18.8% | 73,829 | +3.0% | 0.68% | +18.9% |
MUST | Buy | COLUMBIA ETF TR Imulti sec muni | $7,205,767 | +2.3% | 369,527 | +7.6% | 0.62% | +2.3% |
IJH | Buy | ISHARES TRcore s&p mcp etf | $6,681,063 | -4.4% | 26,794 | +0.3% | 0.57% | -4.3% |
FANG | Buy | DIAMONDBACK ENERGY INC | $6,558,038 | +18.9% | 42,343 | +0.8% | 0.56% | +19.0% |
SCHB | Buy | SCHWAB STRATEGIC TRus brd mkt etf | $6,285,511 | -3.5% | 126,088 | +0.1% | 0.54% | -3.4% |
BA | Sell | BOEING CO | $6,202,017 | -9.7% | 32,356 | -0.5% | 0.53% | -9.5% |
PYPL | Buy | PAYPAL HLDGS INC | $5,727,441 | -9.2% | 97,972 | +3.7% | 0.49% | -9.1% |
SPLV | Buy | INVESCO EXCH TRADED FD TR IIs&p500 low vol | $4,411,618 | -4.9% | 75,040 | +1.6% | 0.38% | -4.8% |
SHY | Sell | ISHARES TR1 3 yr treas bd | $3,955,350 | -1.2% | 48,850 | -1.1% | 0.34% | -1.2% |
SPY | Buy | SPDR S&P 500 ETF TRtr unit | $3,517,141 | -3.0% | 8,228 | +0.6% | 0.30% | -2.9% |
XOM | Sell | EXXON MOBIL CORP | $3,419,787 | +4.7% | 29,085 | -4.5% | 0.29% | +5.0% |
VYM | Sell | VANGUARD WHITEHALL FDShigh div yld | $3,330,286 | -3.9% | 32,233 | -1.3% | 0.29% | -3.7% |
SUB | Buy | ISHARES TRshrt nat mun etf | $3,262,189 | +9.5% | 31,715 | +10.7% | 0.28% | +9.4% |
XLV | Buy | SELECT SECTOR SPDR TRsbi healthcare | $3,021,333 | -2.9% | 23,468 | +0.1% | 0.26% | -2.6% |
GSY | Sell | INVESCO ACTIVELY MANAGED ETFultra shrt dur | $2,564,009 | -17.8% | 51,590 | -17.9% | 0.22% | -17.9% |
VHT | Sell | VANGUARD WORLD FDShealth car etf | $2,287,224 | -73.5% | 9,729 | -72.4% | 0.20% | -73.5% |
BRKB | Sell | BERKSHIRE HATHAWAY INC DELcl b new | $2,144,537 | -2.0% | 6,122 | -4.6% | 0.18% | -2.1% |
IHI | Sell | ISHARES TRu.s. med dvc etf | $2,074,688 | -92.0% | 42,777 | -90.7% | 0.18% | -92.0% |
HD | Sell | HOME DEPOT INC | $1,854,065 | -10.1% | 6,136 | -7.6% | 0.16% | -10.2% |
XLE | Sell | SELECT SECTOR SPDR TRenergy | $1,745,515 | -65.8% | 19,311 | -69.2% | 0.15% | -65.8% |
WMT | Buy | WALMART INC | $1,707,932 | +2.0% | 10,679 | +0.3% | 0.15% | +2.1% |
GOOGL | Buy | ALPHABET INCcap stk cl a | $1,696,469 | +20.2% | 12,964 | +9.9% | 0.15% | +20.7% |
HYD | Buy | VANECK ETF TRUSThigh yld munietf | $1,653,570 | +10.9% | 33,698 | +16.0% | 0.14% | +10.9% |
VCSH | Sell | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $1,649,348 | -23.9% | 21,947 | -23.4% | 0.14% | -23.7% |
AMP | AMERIPRISE FINL INC | $1,557,759 | -0.7% | 4,725 | 0.0% | 0.13% | -0.7% | |
NVDA | Buy | NVIDIA CORPORATION | $1,548,975 | +14.8% | 3,561 | +11.6% | 0.13% | +14.7% |
MCD | Sell | MCDONALDS CORP | $1,531,925 | -12.0% | 5,815 | -0.4% | 0.13% | -12.0% |
VGT | Buy | VANGUARD WORLD FDSinf tech etf | $1,481,032 | -5.9% | 3,570 | +0.3% | 0.13% | -5.9% |
VXF | Sell | VANGUARD INDEX FDSextend mkt etf | $1,439,346 | -4.9% | 10,042 | -1.2% | 0.12% | -4.6% |
PFE | Sell | PFIZER INC | $1,354,510 | -11.2% | 40,835 | -1.9% | 0.12% | -11.5% |
SHV | Buy | ISHARES TRshort treas bd | $1,202,693 | +111.0% | 10,887 | +111.0% | 0.10% | +110.2% |
FDN | Sell | FIRST TR EXCHANGE-TRADED FDdj internt idx | $1,098,915 | -4.8% | 6,885 | -2.8% | 0.09% | -5.1% |
MDY | SPDR S&P MIDCAP 400 ETF TRutser1 s&pdcrp | $1,088,784 | -4.7% | 2,384 | 0.0% | 0.09% | -4.1% | |
BAC | Sell | BANK AMERICA CORP | $859,310 | -91.1% | 31,385 | -90.7% | 0.07% | -91.1% |
FB | Sell | META PLATFORMS INCcl a | $765,836 | +4.0% | 2,551 | -0.6% | 0.07% | +4.8% |
MRK | Sell | MERCK & CO INC | $753,666 | -21.1% | 7,321 | -11.5% | 0.06% | -20.7% |
FXL | FIRST TR EXCHANGE TRADED FDtech alphadex | $666,648 | -3.4% | 5,998 | 0.0% | 0.06% | -3.4% | |
PG | Buy | PROCTER AND GAMBLE CO | $661,729 | -3.7% | 4,537 | +0.2% | 0.06% | -3.4% |
VIG | Sell | VANGUARD SPECIALIZED FUNDSdiv app etf | $638,641 | -8.7% | 4,110 | -4.5% | 0.06% | -8.3% |
RSP | Sell | INVESCO EXCHANGE TRADED FD Ts&p500 eql wgt | $621,849 | -5.9% | 4,389 | -0.6% | 0.05% | -7.0% |
DVY | Buy | ISHARES TRselect divid etf | $606,478 | -3.9% | 5,634 | +1.2% | 0.05% | -3.7% |
TMO | Buy | THERMO FISHER SCIENTIFIC INC | $571,607 | +5.4% | 1,129 | +8.7% | 0.05% | +4.3% |
VUG | Buy | VANGUARD INDEX FDSgrowth etf | $551,933 | +9.6% | 2,027 | +13.9% | 0.05% | +9.3% |
FNDA | Sell | SCHWAB STRATEGIC TRschwab fdt us sc | $487,317 | -3.9% | 10,050 | -0.0% | 0.04% | -4.5% |
MA | Sell | MASTERCARD INCORPORATEDcl a | $480,025 | -1.4% | 1,212 | -2.0% | 0.04% | -2.4% |
XSVM | Sell | INVESCO EXCHANGE TRADED FD Ts&p smcp vlu mnt | $451,619 | -6.7% | 9,379 | -10.1% | 0.04% | -7.1% |
XLF | Sell | SELECT SECTOR SPDR TRfinancial | $415,232 | -7.0% | 12,518 | -5.5% | 0.04% | -5.3% |
COWZ | Buy | PACER FDS TRus cash cows 100 | $409,875 | +41.7% | 8,292 | +37.2% | 0.04% | +40.0% |
IVV | Sell | ISHARES TRcore s&p500 etf | $380,350 | -19.3% | 886 | -16.3% | 0.03% | -17.5% |
SYK | Buy | STRYKER CORPORATION | $383,280 | -2.8% | 1,403 | +8.6% | 0.03% | -2.9% |
EWJ | Buy | ISHARES INCmsci jpn etf new | $386,399 | +7.0% | 6,409 | +9.9% | 0.03% | +6.5% |
FTNT | Buy | FORTINET INC | $383,650 | -18.8% | 6,538 | +4.6% | 0.03% | -19.5% |
IGV | New | ISHARES TRexpanded tech | $381,187 | – | 1,117 | +100.0% | 0.03% | – |
VRTX | New | VERTEX PHARMACEUTICALS INC | $371,039 | – | 1,067 | +100.0% | 0.03% | – |
BHP | Buy | BHP GROUP LTDsponsored ads | $364,999 | +27.9% | 6,417 | +34.2% | 0.03% | +29.2% |
COP | Buy | CONOCOPHILLIPS | $359,770 | +17.3% | 3,003 | +1.4% | 0.03% | +19.2% |
IJR | Sell | ISHARES TRcore s&p scp etf | $366,230 | -5.6% | 3,882 | -0.3% | 0.03% | -6.1% |
ADBE | Buy | ADOBE INC | $350,301 | +15.7% | 687 | +11.0% | 0.03% | +15.4% |
IWY | Buy | ISHARES TRrus tp200 gr etf | $337,657 | +9.3% | 2,195 | +12.6% | 0.03% | +7.4% |
CPB | Buy | CAMPBELL SOUP CO | $333,734 | +32.9% | 8,124 | +47.9% | 0.03% | +31.8% |
FIW | Buy | FIRST TR EXCHANGE TRADED FDwtr etf | $337,776 | -6.4% | 4,082 | +0.2% | 0.03% | -6.5% |
SO | Buy | SOUTHERN CO | $336,906 | -5.6% | 5,206 | +2.5% | 0.03% | -6.5% |
CAT | Sell | CATERPILLAR INC | $323,809 | +10.5% | 1,186 | -0.4% | 0.03% | +12.0% |
DGX | Buy | QUEST DIAGNOSTICS INC | $325,244 | +8.4% | 2,669 | +25.1% | 0.03% | +7.7% |
MINT | Buy | PIMCO ETF TRenhan shrt ma ac | $331,181 | +0.4% | 3,307 | +0.0% | 0.03% | 0.0% |
XLK | Sell | SELECT SECTOR SPDR TRtechnology | $319,346 | -6.9% | 1,948 | -1.3% | 0.03% | -6.9% |
LMBS | FIRST TR EXCHANGE-TRADED FDfst low oppt eft | $304,651 | -0.9% | 6,449 | 0.0% | 0.03% | 0.0% | |
VNLA | Sell | JANUS DETROIT STR TRhendrsn shrt etf | $299,189 | -81.1% | 6,237 | -81.1% | 0.03% | -80.9% |
FTSL | Buy | FIRST TR EXCHANGE-TRADED FDsenior ln fd | $294,386 | +22.0% | 6,436 | +20.8% | 0.02% | +19.0% |
VV | Buy | VANGUARD INDEX FDSlarge cap etf | $288,547 | -3.4% | 1,475 | +0.1% | 0.02% | -3.8% |
TSLA | Sell | TESLA INC | $290,756 | -6.0% | 1,162 | -1.7% | 0.02% | -7.4% |
LOW | Sell | LOWES COS INC | $295,725 | -8.5% | 1,423 | -0.6% | 0.02% | -10.7% |
VLO | VALERO ENERGY CORP | $296,372 | +20.8% | 2,091 | 0.0% | 0.02% | +19.0% | |
CFA | VICTORY PORTFOLIOS II | $295,715 | -4.2% | 4,343 | 0.0% | 0.02% | -3.8% | |
KO | Sell | COCA COLA CO | $277,093 | -9.1% | 4,950 | -2.2% | 0.02% | -7.7% |
SSO | PROSHARES TR | $277,042 | -8.2% | 5,190 | 0.0% | 0.02% | -7.7% | |
BP | Sell | BP PLCsponsored adr | $268,562 | +3.5% | 6,936 | -5.6% | 0.02% | +4.5% |
QTEC | FIRST TR NASDAQ 100 TECH IND | $272,236 | -1.3% | 1,874 | 0.0% | 0.02% | -4.2% | |
EMR | Sell | EMERSON ELEC CO | $272,881 | +6.3% | 2,826 | -0.5% | 0.02% | +4.5% |
ATO | New | ATMOS ENERGY CORP | $253,385 | – | 2,392 | +100.0% | 0.02% | – |
VIGI | Sell | VANGUARD WHITEHALL FDSintl dvd etf | $257,083 | -12.6% | 3,604 | -8.0% | 0.02% | -12.0% |
T | Buy | AT&T INC | $252,390 | -4.1% | 16,804 | +1.9% | 0.02% | -4.3% |
PEP | Sell | PEPSICO INC | $238,605 | -19.6% | 1,408 | -12.2% | 0.02% | -16.0% |
SLB | SCHLUMBERGER LTD | $246,855 | +18.7% | 4,234 | 0.0% | 0.02% | +16.7% | |
PM | Sell | PHILIP MORRIS INTL INC | $244,540 | -10.2% | 2,641 | -5.3% | 0.02% | -8.7% |
IBB | Sell | ISHARES TRishares biotech | $249,716 | -7.3% | 2,042 | -3.7% | 0.02% | -8.7% |
PHO | Buy | INVESCO EXCHANGE TRADED FD Twater res etf | $249,045 | +1.9% | 4,683 | +8.1% | 0.02% | 0.0% |
GSIE | Sell | GOLDMAN SACHS ETF TRactivebeta int | $247,316 | -9.2% | 8,236 | -5.2% | 0.02% | -8.7% |
VZ | Sell | VERIZON COMMUNICATIONS INC | $242,275 | -27.6% | 7,475 | -16.9% | 0.02% | -27.6% |
RDVY | Buy | FIRST TR EXCHANGE-TRADED FDrisng divd achiv | $237,610 | +16.2% | 5,171 | +19.1% | 0.02% | +11.1% |
IVW | Sell | ISHARES TRs&p 500 grwt etf | $229,344 | -6.9% | 3,352 | -4.1% | 0.02% | -4.8% |
NFLX | Sell | NETFLIX INC | $228,366 | -16.9% | 605 | -3.0% | 0.02% | -16.7% |
WPM | WHEATON PRECIOUS METALS CORP | $215,280 | -6.2% | 5,309 | 0.0% | 0.02% | -5.0% | |
HUBB | Buy | HUBBELL INC | $215,313 | +2.9% | 687 | +8.9% | 0.02% | +5.6% |
New | JACOBS SOLUTIONS INC | $221,676 | – | 1,624 | +100.0% | 0.02% | – | |
KLAC | KLA CORP | $226,593 | -5.4% | 494 | 0.0% | 0.02% | -9.5% | |
XLI | Buy | SELECT SECTOR SPDR TRindl | $222,272 | -2.0% | 2,192 | +3.7% | 0.02% | 0.0% |
IWR | ISHARES TRrus mid cap etf | $208,581 | -5.2% | 3,012 | 0.0% | 0.02% | -5.3% | |
BSV | Sell | VANGUARD BD INDEX FDSshort trm bond | $206,304 | -27.0% | 2,745 | -26.5% | 0.02% | -25.0% |
MBB | New | ISHARES TRmbs etf | $210,722 | – | 2,373 | +100.0% | 0.02% | – |
XLP | Sell | SELECT SECTOR SPDR TRsbi cons stpls | $208,793 | -93.9% | 3,034 | -93.4% | 0.02% | -93.8% |
FHN | FIRST HORIZON CORPORATION | $200,145 | -2.2% | 18,162 | 0.0% | 0.02% | -5.6% | |
F | Buy | FORD MTR CO DEL | $171,428 | -17.9% | 13,803 | +0.0% | 0.02% | -16.7% |
ARKK | Exit | ARK ETF TRinnovation etf | $0 | – | -4,549 | -100.0% | -0.02% | – |
HON | Exit | HONEYWELL INTL INC | $0 | – | -991 | -100.0% | -0.02% | – |
DIS | Exit | DISNEY WALT CO | $0 | – | -2,587 | -100.0% | -0.02% | – |
COF | Exit | CAPITAL ONE FINL CORP | $0 | – | -2,394 | -100.0% | -0.02% | – |
KMI | Exit | KINDER MORGAN INC DEL | $0 | – | -16,980 | -100.0% | -0.02% | – |
FLRN | Exit | SPDR SER TRbloomberg invt | $0 | – | -11,140 | -100.0% | -0.03% | – |
DE | Exit | DEERE & CO | $0 | – | -1,077 | -100.0% | -0.04% | – |
CVS | Exit | CVS HEALTH CORP | $0 | – | -6,454 | -100.0% | -0.04% | – |
TLT | Exit | ISHARES TR20 yr tr bd etf | $0 | – | -4,492 | -100.0% | -0.04% | – |
XLU | Exit | SELECT SECTOR SPDR TRsbi int-utils | $0 | – | -67,169 | -100.0% | -0.38% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-10-10
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
VANGUARD INDEX FDS | 12 | Q3 2023 | 9.3% |
VANGUARD SCOTTSDALE FDS | 12 | Q3 2023 | 9.4% |
INVESCO ACTIVELY MANAGED ETF | 12 | Q3 2023 | 8.0% |
VANGUARD BD INDEX FDS | 12 | Q3 2023 | 12.3% |
ISHARES TR | 12 | Q3 2023 | 5.2% |
APPLE INC | 12 | Q3 2023 | 3.0% |
MICROSOFT CORP | 12 | Q3 2023 | 2.8% |
CHEVRON CORP NEW | 12 | Q3 2023 | 3.0% |
ISHARES TR | 12 | Q3 2023 | 2.5% |
COSTCO WHSL CORP NEW | 12 | Q3 2023 | 2.2% |
View TruWealth Advisors, LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-01-10 |
13F-HR | 2023-10-10 |
13F-HR | 2023-08-04 |
13F-HR | 2023-04-25 |
13F-HR | 2023-01-27 |
13F-HR | 2022-10-24 |
13F-HR | 2022-07-22 |
13F-HR | 2022-04-27 |
13F-HR | 2022-01-19 |
13F-HR | 2021-10-29 |
View TruWealth Advisors, LLC'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.