$1.16 Billion is the total value of TruWealth Advisors, LLC's 148 reported holdings in Q2 2023. The portfolio turnover from Q1 2023 to Q2 2023 was 13.1% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VTI | Buy | VANGUARD INDEX FDStotal stk mkt | $101,123,076 | +10.4% | 459,066 | +2.3% | 8.68% | +3.4% |
| JAAA | New | JANUS DETROIT STR TRhendrson aaa cl | $63,133,878 | – | 1,266,477 | +100.0% | 5.42% | – |
| AGG | New | ISHARES TRcore us aggbd et | $60,254,377 | – | 615,154 | +100.0% | 5.17% | – |
| BSCO | Buy | INVESCO EXCH TRD SLF IDX FD | $54,483,036 | +25.7% | 2,648,665 | +25.8% | 4.68% | +17.7% |
| LQD | Buy | ISHARES TRiboxx inv cp etf | $51,018,735 | +2.4% | 471,784 | +3.8% | 4.38% | -4.1% |
| IWF | Buy | ISHARES TRrus 1000 grw etf | $45,944,686 | +34.0% | 166,962 | +18.9% | 3.94% | +25.5% |
| IEF | Buy | ISHARES TR7-10 yr trsy bd | $44,686,636 | +107.8% | 462,595 | +113.2% | 3.84% | +94.6% |
| MSFT | Buy | MICROSOFT CORP | $32,975,228 | +18.3% | 96,832 | +0.2% | 2.83% | +10.8% |
| AAPL | Sell | APPLE INC | $32,329,184 | +6.1% | 166,671 | -9.8% | 2.78% | -0.6% |
| Sell | SHELL PLCspon ads | $28,017,596 | +4.4% | 464,021 | -0.6% | 2.40% | -2.3% | |
| BSCS | Buy | INVESCO EXCH TRD SLF IDX FDinvsco blsh 28 | $26,403,997 | +60.2% | 1,337,250 | +62.8% | 2.27% | +50.1% |
| IHI | Buy | ISHARES TRu.s. med dvc etf | $25,973,255 | +6.1% | 460,029 | +1.4% | 2.23% | -0.6% |
| AVUV | Buy | AMERICAN CENTY ETF TRus sml cp valu | $25,364,802 | +5.0% | 326,824 | +0.2% | 2.18% | -1.7% |
| SCHD | Buy | SCHWAB STRATEGIC TRus dividend eq | $25,162,287 | +5.4% | 346,493 | +6.2% | 2.16% | -1.3% |
| AMZN | Buy | AMAZON COM INC | $23,700,049 | +28.3% | 181,805 | +1.6% | 2.04% | +20.1% |
| GOOG | Buy | ALPHABET INCcap stk cl c | $23,182,078 | +17.4% | 191,635 | +0.9% | 1.99% | +9.9% |
| COST | Buy | COSTCO WHSL CORP NEW | $23,152,557 | +10.0% | 43,004 | +1.5% | 1.99% | +3.1% |
| CVX | Sell | CHEVRON CORP NEW | $22,585,534 | -4.5% | 143,537 | -1.0% | 1.94% | -10.6% |
| QQQM | Buy | INVESCO EXCH TRADED FD TR IInasdaq 100 etf | $21,595,225 | +26.1% | 142,093 | +9.5% | 1.85% | +18.2% |
| ABBV | Buy | ABBVIE INC | $19,205,534 | +0.9% | 142,548 | +19.4% | 1.65% | -5.4% |
| V | Buy | VISA INC | $18,177,740 | +6.8% | 76,544 | +1.4% | 1.56% | 0.0% |
| JPM | Buy | JPMORGAN CHASE & CO | $17,981,754 | +14.8% | 123,637 | +2.8% | 1.54% | +7.5% |
| LLY | Buy | LILLY ELI & CO | $17,892,151 | +98.1% | 38,151 | +45.1% | 1.54% | +85.5% |
| JNJ | Buy | JOHNSON & JOHNSON | $16,969,251 | +8.1% | 102,521 | +1.3% | 1.46% | +1.3% |
| UNH | Buy | UNITEDHEALTH GROUP INC | $16,411,674 | +3.2% | 34,145 | +1.5% | 1.41% | -3.3% |
| BSCP | Buy | INVESCO EXCH TRD SLF IDX FD | $15,236,632 | +79.0% | 756,912 | +80.3% | 1.31% | +67.7% |
| IWD | Buy | ISHARES TRrus 1000 val etf | $14,923,268 | +8.1% | 94,553 | +4.3% | 1.28% | +1.3% |
| QQQ | Buy | INVESCO QQQ TRunit ser 1 | $14,886,811 | +20.3% | 40,298 | +4.5% | 1.28% | +12.7% |
| VUSB | Sell | VANGUARD BD INDEX FDSvanguard ultra | $14,115,998 | -82.1% | 287,144 | -82.1% | 1.21% | -83.2% |
| AVGO | Buy | BROADCOM INC | $13,744,514 | +85.7% | 15,845 | +37.4% | 1.18% | +74.0% |
| VOO | Buy | VANGUARD INDEX FDS | $12,629,745 | +8.9% | 31,010 | +0.5% | 1.08% | +2.0% |
| POOL | Buy | POOL CORP | $11,918,630 | +11.9% | 31,814 | +2.3% | 1.02% | +4.8% |
| WPC | Buy | WP CAREY INC | $10,884,578 | -11.1% | 161,110 | +2.0% | 0.93% | -16.8% |
| NEE | Buy | NEXTERA ENERGY INC | $10,541,924 | +4.9% | 142,074 | +9.0% | 0.90% | -1.7% |
| LMT | Buy | LOCKHEED MARTIN CORP | $10,244,523 | -1.8% | 22,252 | +0.9% | 0.88% | -8.1% |
| MMIT | Buy | INDEXIQ ACTIVE ETF TRiq mackay intrme | $9,885,955 | +33.8% | 405,827 | +35.1% | 0.85% | +25.4% |
| VB | Buy | VANGUARD INDEX FDSsmall cp etf | $9,781,393 | +6.7% | 49,180 | +1.7% | 0.84% | 0.0% |
| BAC | Buy | BANK AMERICA CORP | $9,671,729 | +2.1% | 337,112 | +1.8% | 0.83% | -4.4% |
| FSMB | Buy | FIRST TR EXCH TRADED FD IIIshrt dur mng mun | $9,555,920 | +8.1% | 484,089 | +8.8% | 0.82% | +1.2% |
| VO | Buy | VANGUARD INDEX FDSmid cap etf | $9,509,431 | +5.5% | 43,193 | +1.1% | 0.82% | -1.2% |
| VHT | Buy | VANGUARD WORLD FDShealth car etf | $8,639,183 | +21.8% | 35,288 | +18.6% | 0.74% | +14.2% |
| MUST | Buy | COLUMBIA ETF TR Imulti sec muni | $7,046,085 | +300.8% | 343,544 | +303.0% | 0.60% | +275.8% |
| IJH | Buy | ISHARES TRcore s&p mcp etf | $6,986,748 | +6.7% | 26,720 | +2.1% | 0.60% | 0.0% |
| BA | Sell | BOEING CO | $6,866,861 | -3.5% | 32,520 | -2.9% | 0.59% | -9.7% |
| BX | Buy | BLACKSTONE INC | $6,661,091 | +9.8% | 71,648 | +3.8% | 0.57% | +2.9% |
| SCHB | Buy | SCHWAB STRATEGIC TRus brd mkt etf | $6,510,982 | +11.3% | 125,938 | +3.0% | 0.56% | +4.3% |
| PYPL | Buy | PAYPAL HLDGS INC | $6,307,184 | +20.1% | 94,518 | +36.6% | 0.54% | +12.5% |
| FANG | Sell | DIAMONDBACK ENERGY INC | $5,516,293 | -46.2% | 41,994 | -44.6% | 0.47% | -49.5% |
| XLE | Sell | SELECT SECTOR SPDR TRenergy | $5,097,483 | -32.7% | 62,800 | -31.3% | 0.44% | -36.9% |
| SPLV | Buy | INVESCO EXCH TRADED FD TR IIs&p500 low vol | $4,638,283 | +5.3% | 73,846 | +4.6% | 0.40% | -1.5% |
| XLU | Sell | SELECT SECTOR SPDR TRsbi int-utils | $4,395,558 | -28.6% | 67,169 | -26.2% | 0.38% | -33.3% |
| SHY | Buy | ISHARES TR1 3 yr treas bd | $4,003,515 | +6.8% | 49,377 | +8.3% | 0.34% | +0.3% |
| SPHQ | Buy | INVESCO EXCHANGE TRADED FD Ts&p500 quality | $3,698,222 | +10.0% | 73,305 | +3.2% | 0.32% | +2.9% |
| SPY | Sell | SPDR S&P 500 ETF TRtr unit | $3,626,885 | +5.9% | 8,182 | -2.2% | 0.31% | -1.0% |
| VYM | Buy | VANGUARD WHITEHALL FDShigh div yld | $3,465,238 | +4.2% | 32,669 | +3.7% | 0.30% | -2.6% |
| XLP | Sell | SELECT SECTOR SPDR TRsbi cons stpls | $3,399,335 | -8.8% | 45,832 | -8.2% | 0.29% | -14.6% |
| XOM | Sell | EXXON MOBIL CORP | $3,265,429 | -8.7% | 30,447 | -6.6% | 0.28% | -14.6% |
| GSY | Sell | INVESCO ACTIVELY MANAGED ETFultra shrt dur | $3,118,872 | -8.8% | 62,830 | -8.9% | 0.27% | -14.6% |
| XLV | Buy | SELECT SECTOR SPDR TRsbi healthcare | $3,110,942 | +5.5% | 23,438 | +2.9% | 0.27% | -1.1% |
| SUB | Sell | ISHARES TRshrt nat mun etf | $2,979,957 | -58.5% | 28,642 | -58.2% | 0.26% | -61.1% |
| BRKB | Buy | BERKSHIRE HATHAWAY INC DELcl b new | $2,189,220 | +11.5% | 6,420 | +1.0% | 0.19% | +4.4% |
| VCSH | Sell | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $2,167,125 | -97.8% | 28,643 | -97.8% | 0.19% | -98.0% |
| HD | Sell | HOME DEPOT INC | $2,063,301 | +3.9% | 6,642 | -1.2% | 0.18% | -2.7% |
| MCD | Buy | MCDONALDS CORP | $1,741,590 | +14.1% | 5,836 | +6.9% | 0.15% | +7.1% |
| WMT | Buy | WALMART INC | $1,674,092 | +6.7% | 10,651 | +0.1% | 0.14% | 0.0% |
| VNLA | Sell | JANUS DETROIT STR TRhendrsn shrt etf | $1,581,037 | -11.6% | 33,083 | -11.7% | 0.14% | -17.1% |
| VGT | Buy | VANGUARD WORLD FDSinf tech etf | $1,574,508 | +23.7% | 3,561 | +7.8% | 0.14% | +15.4% |
| AMP | Sell | AMERIPRISE FINL INC | $1,569,464 | +5.7% | 4,725 | -2.5% | 0.14% | -0.7% |
| PFE | Sell | PFIZER INC | $1,526,133 | -13.4% | 41,607 | -3.6% | 0.13% | -18.6% |
| VXF | Sell | VANGUARD INDEX FDSextend mkt etf | $1,512,869 | -2.5% | 10,165 | -8.2% | 0.13% | -8.5% |
| HYD | Buy | VANECK ETF TRUSThigh yld munietf | $1,491,657 | +15.4% | 29,054 | +16.3% | 0.13% | +8.5% |
| GOOGL | Sell | ALPHABET INCcap stk cl a | $1,411,383 | +5.6% | 11,791 | -8.5% | 0.12% | -0.8% |
| NVDA | Buy | NVIDIA CORPORATION | $1,349,795 | +66.9% | 3,191 | +9.6% | 0.12% | +56.8% |
| FDN | Sell | FIRST TR EXCHANGE-TRADED FDdj internt idx | $1,154,295 | -0.6% | 7,082 | -9.8% | 0.10% | -6.6% |
| MDY | Sell | SPDR S&P MIDCAP 400 ETF TRutser1 s&pdcrp | $1,141,882 | +3.1% | 2,384 | -1.3% | 0.10% | -3.0% |
| MRK | Buy | MERCK & CO INC | $954,789 | +12.1% | 8,274 | +3.4% | 0.08% | +5.1% |
| FB | Sell | META PLATFORMS INCcl a | $736,678 | +29.2% | 2,567 | -4.5% | 0.06% | +21.2% |
| VIG | Sell | VANGUARD SPECIALIZED FUNDSdiv app etf | $699,158 | -2.5% | 4,304 | -7.6% | 0.06% | -9.1% |
| PG | Buy | PROCTER AND GAMBLE CO | $686,945 | +6.0% | 4,527 | +3.8% | 0.06% | 0.0% |
| FXL | Sell | FIRST TR EXCHANGE TRADED FDtech alphadex | $690,010 | -5.9% | 5,998 | -13.9% | 0.06% | -11.9% |
| RSP | Buy | INVESCO EXCHANGE TRADED FD Ts&p500 eql wgt | $660,912 | +3.5% | 4,417 | +0.0% | 0.06% | -3.4% |
| DVY | Sell | ISHARES TRselect divid etf | $630,890 | -5.9% | 5,568 | -2.6% | 0.05% | -11.5% |
| SHV | Buy | ISHARES TRshort treas bd | $569,922 | +15.6% | 5,160 | +15.6% | 0.05% | +8.9% |
| TMO | Sell | THERMO FISHER SCIENTIFIC INC | $542,162 | -10.8% | 1,039 | -1.5% | 0.05% | -16.1% |
| FNDA | Buy | SCHWAB STRATEGIC TRschwab fdt us sc | $507,129 | +6.4% | 10,052 | +2.7% | 0.04% | 0.0% |
| VUG | Sell | VANGUARD INDEX FDSgrowth etf | $503,512 | +1.6% | 1,779 | -10.4% | 0.04% | -4.4% |
| MA | MASTERCARD INCORPORATEDcl a | $486,629 | +8.2% | 1,237 | 0.0% | 0.04% | +2.4% | |
| XSVM | Buy | INVESCO EXCHANGE TRADED FD Ts&p smcp vlu mnt | $484,281 | +2.5% | 10,428 | +0.4% | 0.04% | -2.3% |
| FTNT | Sell | FORTINET INC | $472,438 | +7.6% | 6,250 | -5.4% | 0.04% | +2.5% |
| IVV | Buy | ISHARES TRcore s&p500 etf | $471,365 | +17.8% | 1,058 | +8.6% | 0.04% | +8.1% |
| TLT | New | ISHARES TR20 yr tr bd etf | $462,406 | – | 4,492 | +100.0% | 0.04% | – |
| ABT | Sell | ABBOTT LABS | $442,183 | -4.9% | 4,056 | -11.6% | 0.04% | -11.6% |
| CVS | Sell | CVS HEALTH CORP | $446,132 | -28.8% | 6,454 | -23.5% | 0.04% | -33.3% |
| XLF | Buy | SELECT SECTOR SPDR TRfinancial | $446,435 | +4.9% | 13,243 | +0.0% | 0.04% | -2.6% |
| DE | Sell | DEERE & CO | $436,404 | -8.8% | 1,077 | -7.1% | 0.04% | -15.9% |
| SYK | New | STRYKER CORPORATION | $394,316 | – | 1,292 | +100.0% | 0.03% | – |
| IJR | Sell | ISHARES TRcore s&p scp etf | $387,981 | -5.8% | 3,893 | -8.6% | 0.03% | -13.2% |
| FIW | Buy | FIRST TR EXCHANGE TRADED FDwtr etf | $360,739 | +9.3% | 4,073 | +3.2% | 0.03% | +3.3% |
| EWJ | New | ISHARES INCmsci jpn etf new | $361,063 | – | 5,833 | +100.0% | 0.03% | – |
| SO | SOUTHERN CO | $356,891 | +1.0% | 5,080 | 0.0% | 0.03% | -3.1% | |
| FLRN | Sell | SPDR SER TRbloomberg invt | $341,887 | -15.3% | 11,140 | -16.0% | 0.03% | -21.6% |
| VZ | Sell | VERIZON COMMUNICATIONS INC | $334,609 | -5.6% | 8,997 | -1.3% | 0.03% | -9.4% |
| XLK | Buy | SELECT SECTOR SPDR TRtechnology | $343,065 | +15.2% | 1,973 | +0.1% | 0.03% | +7.4% |
| LOW | Sell | LOWES COS INC | $323,294 | -5.8% | 1,432 | -16.5% | 0.03% | -9.7% |
| MINT | Buy | PIMCO ETF TRenhan shrt ma ac | $329,772 | +0.6% | 3,306 | +0.1% | 0.03% | -6.7% |
| IWY | ISHARES TRrus tp200 gr etf | $309,033 | +14.1% | 1,949 | 0.0% | 0.03% | +8.0% | |
| TSLA | Sell | TESLA INC | $309,412 | +25.3% | 1,182 | -0.7% | 0.03% | +17.4% |
| SSO | PROSHARES TR | $301,799 | +15.8% | 5,190 | 0.0% | 0.03% | +8.3% | |
| DGX | Sell | QUEST DIAGNOSTICS INC | $299,955 | -2.9% | 2,134 | -2.3% | 0.03% | -7.1% |
| LMBS | Sell | FIRST TR EXCHANGE-TRADED FDfst low oppt eft | $307,424 | -16.4% | 6,449 | -16.0% | 0.03% | -23.5% |
| COP | Buy | CONOCOPHILLIPS | $306,744 | +4.5% | 2,961 | +0.0% | 0.03% | -3.7% |
| KO | Buy | COCA COLA CO | $304,813 | +5.6% | 5,062 | +8.8% | 0.03% | 0.0% |
| VV | Sell | VANGUARD INDEX FDSlarge cap etf | $298,635 | +5.2% | 1,473 | -3.1% | 0.03% | 0.0% |
| ADBE | New | ADOBE SYSTEMS INCORPORATED | $302,685 | – | 619 | +100.0% | 0.03% | – |
| CFA | VICTORY PORTFOLIOS II | $308,700 | +3.4% | 4,343 | 0.0% | 0.03% | -3.7% | |
| CAT | Buy | CATERPILLAR INC | $293,061 | +7.6% | 1,191 | +0.1% | 0.02% | 0.0% |
| KMI | Sell | KINDER MORGAN INC DEL | $292,396 | -65.9% | 16,980 | -65.4% | 0.02% | -68.4% |
| PEP | PEPSICO INC | $296,925 | +1.6% | 1,603 | 0.0% | 0.02% | -7.4% | |
| VIGI | Sell | VANGUARD WHITEHALL FDSintl dvd etf | $294,179 | +0.6% | 3,918 | -1.3% | 0.02% | -7.4% |
| COWZ | Buy | PACER FDS TRus cash cows 100 | $289,231 | +14.8% | 6,042 | +12.6% | 0.02% | +8.7% |
| QTEC | FIRST TR NASDAQ 100 TECH IND | $275,778 | +12.8% | 1,874 | 0.0% | 0.02% | +9.1% | |
| BSV | Sell | VANGUARD BD INDEX FDSshort trm bond | $282,442 | -10.3% | 3,737 | -9.3% | 0.02% | -17.2% |
| BHP | Sell | BHP GROUP LTDsponsored ads | $285,402 | -19.8% | 4,783 | -14.7% | 0.02% | -27.3% |
| NFLX | Buy | NETFLIX INC | $274,866 | +31.7% | 624 | +3.3% | 0.02% | +26.3% |
| GSIE | Buy | GOLDMAN SACHS ETF TRactivebeta int | $272,258 | +1.8% | 8,684 | +0.1% | 0.02% | -8.0% |
| PM | Buy | PHILIP MORRIS INTL INC | $272,183 | +0.8% | 2,788 | +0.4% | 0.02% | -8.0% |
| T | Sell | AT&T INC | $263,103 | -18.6% | 16,495 | -1.7% | 0.02% | -23.3% |
| IBB | Sell | ISHARES TRishares biotech | $269,282 | -34.2% | 2,121 | -33.1% | 0.02% | -39.5% |
| CPB | Sell | CAMPBELL SOUP CO | $251,085 | -18.1% | 5,493 | -1.5% | 0.02% | -21.4% |
| BP | Buy | BP PLCsponsored adr | $259,417 | -6.7% | 7,351 | +0.3% | 0.02% | -12.0% |
| COF | Buy | CAPITAL ONE FINL CORP | $261,883 | +17.2% | 2,394 | +3.0% | 0.02% | +10.0% |
| EMR | Sell | EMERSON ELEC CO | $256,600 | -13.4% | 2,839 | -16.5% | 0.02% | -18.5% |
| IVW | ISHARES TRs&p 500 grwt etf | $246,257 | +10.3% | 3,494 | 0.0% | 0.02% | +5.0% | |
| PHO | Buy | INVESCO EXCHANGE TRADED FD Twater res etf | $244,420 | +15.9% | 4,334 | +9.6% | 0.02% | +10.5% |
| FTSL | Sell | FIRST TR EXCHANGE-TRADED FDsenior ln fd | $241,349 | -83.4% | 5,328 | -83.4% | 0.02% | -84.2% |
| VLO | Sell | VALERO ENERGY CORP | $245,301 | -19.3% | 2,091 | -4.0% | 0.02% | -25.0% |
| KLAC | New | KLA CORP | $239,608 | – | 494 | +100.0% | 0.02% | – |
| DIS | Sell | DISNEY WALT CO | $230,997 | -22.4% | 2,587 | -12.9% | 0.02% | -25.9% |
| WPM | WHEATON PRECIOUS METALS CORP | $229,455 | -10.3% | 5,309 | 0.0% | 0.02% | -13.0% | |
| XLI | Sell | SELECT SECTOR SPDR TRsbi int-inds | $226,824 | +4.7% | 2,114 | -1.3% | 0.02% | -5.0% |
| IWR | ISHARES TRrus mid cap etf | $219,966 | +4.4% | 3,012 | 0.0% | 0.02% | 0.0% | |
| FHN | Sell | FIRST HORIZON CORPORATION | $204,686 | -39.5% | 18,162 | -4.5% | 0.02% | -41.9% |
| SLB | Sell | SCHLUMBERGER LTD | $207,974 | -7.6% | 4,234 | -7.6% | 0.02% | -14.3% |
| HUBB | New | HUBBELL INC | $209,214 | – | 631 | +100.0% | 0.02% | – |
| HON | New | HONEYWELL INTL INC | $205,585 | – | 991 | +100.0% | 0.02% | – |
| F | Sell | FORD MTR CO DEL | $208,824 | +18.1% | 13,802 | -1.7% | 0.02% | +12.5% |
| RDVY | New | FIRST TR EXCHANGE-TRADED FDrisng divd achiv | $204,414 | – | 4,340 | +100.0% | 0.02% | – |
| ARKK | New | ARK ETF TRinnovation etf | $200,777 | – | 4,549 | +100.0% | 0.02% | – |
| TGT | Exit | TARGET CORP | $0 | – | -1,293 | -100.0% | -0.02% | – |
| MBB | Exit | ISHARES TRmbs etf | $0 | – | -2,526 | -100.0% | -0.02% | – |
| SPLG | Exit | SPDR SER TRportfolio s&p500 | $0 | – | -5,168 | -100.0% | -0.02% | – |
| LTC | Exit | LTC PPTYS INC | $0 | – | -7,605 | -100.0% | -0.02% | – |
| MCHP | Exit | MICROCHIP TECHNOLOGY INC. | $0 | – | -4,197 | -100.0% | -0.03% | – |
| DHR | Exit | DANAHER CORPORATION | $0 | – | -1,594 | -100.0% | -0.04% | – |
| AMGN | Exit | AMGEN INC | $0 | – | -18,940 | -100.0% | -0.42% | – |
| AEP | Exit | AMERICAN ELEC PWR CO INC | $0 | – | -96,259 | -100.0% | -0.80% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-08-04
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 | 2024-04-15 |
| 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 |
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.