Three Cord True Wealth Management, LLC Portfolio Holdings

Three Cord True Wealth Management, LLC

  • $117 Billion
  • Q1 2025

Three Cord True Wealth Management, LLC has filed its 13F form on April 22, 2025 for Q1 2025 where it was disclosed a total value porftolio of $117 Billion distributed in 27 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio with a value of $18B, Columbia ETF Tr I with a value of $16.1B, Janus Detroit Str Tr Janus Hen with a value of $15.9B, American Centy ETF Tr Avantis with a value of $15.1B, and First Tr Mid Cap Core Alphadex with a value of $12.1B.

Examining the 13F form we can see an increase of $1.01B in the current position value, from $116B to 117B.

Three Cord True Wealth Management, LLC is based out at Beaver, PA

Below you can find more details about Three Cord True Wealth Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $117 Billion
ETFs: $97.5 Billion
Industrials: $1.28 Billion
Technology: $1.07 Billion
Financial Services: $536 Million
Consumer Cyclical: $248 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$18 Billion 15.48% of portfolio
224,521
Q1 2025 Added 3.67%
$0
$16.1 Billion 13.84% of portfolio
486,050
Q1 2025 Added 10.4%
$0
$15.9 Billion 13.61% of portfolio
312,956
Q1 2025 Added 3.86%
$0
$15.1 Billion 12.96% of portfolio
231,682
Q1 2025 Added 7.98%
$0
$12.1 Billion 10.4% of portfolio
111,326
Q1 2025 Added 3.97%
$0
$11.8 Billion 10.12% of portfolio
122,493
Q1 2025 Added 8.72%
$0
$8.21 Billion 7.04% of portfolio
94,158
Q1 2025 Added 6.09%
$0
$5.51 Billion 4.73% of portfolio
154,418
Q1 2025 Added 7.96%
$0
$3.44 Billion 2.95% of portfolio
33,618
Q1 2025 Reduced 1.9%
$0
$1.73 Billion 1.49% of portfolio
18,880
Q1 2025 Added 15.04%
$0
$1.19 Billion 1.02% of portfolio
2,530
Q1 2025 Reduced 20.52%
$21.5B
$1.08 Billion 0.93% of portfolio
5,256
Q1 2025 Added 0.54%
-
$883 Million 0.76% of portfolio
-
Q1 2025 Reduced 6.77%
$0
$816 Million 0.7% of portfolio
20,715
Q1 2025 Reduced 0.42%
$3.42T
$606 Million 0.52% of portfolio
2,729
Q1 2025 Added 3.21%
$0
$529 Million 0.45% of portfolio
10,018
Q1 2025 Reduced 9.1%
$0
$509 Million 0.44% of portfolio
2,635
Q1 2025 Reduced 15.6%
$2.95T
$465 Million 0.4% of portfolio
1,238
Q1 2025 Added 2.4%
$565B
$310 Million 0.27% of portfolio
884
Q1 2025 Added 4.74%
$0
$264 Million 0.23% of portfolio
3,103
Q1 2025 Reduced 3.12%
$0
$274 Million 0.23% of portfolio
2,947
Q1 2025 Reduced 18.34%
$0
$272 Million 0.23% of portfolio
1,567
Q4 2024 New
$1.88T
$248 Million 0.21% of portfolio
1,304
Q1 2025 Reduced 5.37%
$0
$239 Million 0.2% of portfolio
425
Q1 2025 Reduced 4.49%
$718B
$226 Million 0.19% of portfolio
920
Q1 2025 Added 9.52%
$16.7B
$205 Million 0.18% of portfolio
607
Q1 2025 New

Summary

  • Portfolio
  • No. of Stocks 27
  • Current Value $117 Billion
  • Prior Value $116 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 22, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 1 stocks
  • Additional Purchases 14 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 11 stocks
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