True Capital Management Purchases in Q1 2023

True Capital Management

  • $146 Billion
  • Q1 2023
Stock Shares change Price Range Shares Held Trade History
TSLA
Tesla, Inc.

Consumer Cyclical
10.7K
+ 142.45%
$108.1 - $214.24 $1.15M - $2.28M
18.2K $3.77B
AAPL
Apple Inc.

Technology
1.16K
+ 1.54%
$125.02 - $164.9 $145K - $191K
76.5K $12.6B
META
Meta Platforms, Inc.

Communication Services
49
+ 0.18%
$124.74 - $211.94 $6.11K - $10.4K
27.6K $5.84B
NVDA
Nvidia Corp

Technology
288
+ 2.11%
$142.65 - $277.77 $41.1K - $80K
13.9K $3.86B
AMZN
Amazon Com Inc

Consumer Cyclical
1.33K
+ 4.44%
$83.12 - $112.91 $110K - $150K
31.2K $3.22B
Oaktree Specialty Lending CO
34.6K
New
N/A
34.6K $650M
MSFT
Microsoft Corp

Technology
772
+ 9.25%
$222.31 - $288.3 $172K - $223K
9.12K $2.63B
GOOGL
Alphabet Inc.

Communication Services
1.04K
+ 3.18%
$86.2 - $107.74 $89.8K - $112K
33.8K $3.51B
GOOG
Alphabet Inc.

Communication Services
525
+ 1.48%
$86.77 - $108.8 $45.6K - $57.1K
36.1K $3.76B
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
2.16K
+ 6.04%
$30.46 - $44.41 $65.9K - $96K
38K $1.53B
UBER
Uber Technologies, Inc

Technology
5.91K
+ 24.31%
$25.36 - $36.83 $150K - $218K
30.2K $958M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
7.04K
New
$50.12 - $50.36 $353K - $354K
7.04K $354M
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
5.67K
+ 35.42%
$59.44 - $59.7 $337K - $338K
21.7K $1.29B
AMD
Advanced Micro Devices Inc

Technology
2.99K
New
$62.33 - $100.28 $187K - $300K
2.99K $293M
ABBV
Abb Vie Inc.

Healthcare
1.7K
New
$144.61 - $166.54 $246K - $283K
1.7K $271M
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
11.4K
New
$22.08 - $23.58 $251K - $268K
11.4K $267M
FDX
Fedex Corp

Industrials
1.08K
New
$177.29 - $228.49 $192K - $247K
1.08K $248M
MRK
Merck & Co., Inc.

Healthcare
2.31K
New
$102.94 - $114.86 $238K - $265K
2.31K $246M
NVO
Novo Nordisk A S

Healthcare
1.5K
New
$132.34 - $159.14 $199K - $239K
1.5K $239M
SQ
Block, Inc.

Technology
124
+ 0.33%
$60.68 - $88.41 $7.52K - $11K
38K $2.61B
TXG
10x Genomics, Inc.

Healthcare
3.83K
New
$35.33 - $55.79 $135K - $214K
3.83K $214M
ACN
Accenture PLC

Technology
731
New
$246.17 - $294.1 $180K - $215K
731 $209M
NKE
Nike, Inc.

Consumer Cyclical
1.7K
New
$116.86 - $129.5 $198K - $220K
1.7K $208M
UPS
United Parcel Service Inc

Industrials
1.06K
New
$173.82 - $193.99 $184K - $205K
1.06K $205M
PSX
Phillips 66

Energy
1.99K
New
$93.54 - $111.49 $186K - $222K
1.99K $202M
PYPL
Pay Pal Holdings, Inc.

Financial Services
2.65K
New
$72.56 - $86.96 $192K - $231K
2.65K $201M
CRM
Salesforce, Inc.

Technology
39
+ 1.48%
$134.8 - $199.78 $5.26K - $7.79K
2.67K $534M
NFLX
Netflix Inc

Communication Services
188
+ 9.63%
$292.76 - $367.96 $55K - $69.2K
2.14K $739M
V
Visa Inc.

Financial Services
240
+ 4.55%
$207.4 - $231.44 $49.8K - $55.5K
5.52K $1.24B
WMT
Walmart Inc.

Consumer Defensive
78
+ 0.48%
$136.97 - $147.45 $10.7K - $11.5K
16.3K $2.41B
VIG
Vanguard Dividend Appreciation

ETFs
2
+ 0.0%
$147.24 - $158.33 $294 - $317
46.1K $7.1B
IVV
Ishares Core S&P 500 ETF

ETFs
24
+ 0.77%
$381.13 - $418.66 $9.15K - $10K
3.15K $1.3B
HD
Home Depot, Inc.

Consumer Cyclical
355
+ 46.77%
$280.82 - $339.79 $99.7K - $121K
1.11K $329M
AVGO
Broadcom Inc.

Technology
49
+ 7.64%
$553.48 - $643.71 $27.1K - $31.5K
690 $443M
SBUX
Starbucks Corp

Consumer Cyclical
640
+ 22.26%
$98.34 - $109.99 $62.9K - $70.4K
3.52K $366M
DIS
Walt Disney CO

Communication Services
305
+ 9.76%
$88.99 - $113.21 $27.1K - $34.5K
3.43K $344M
VB
Vanguard Small Cap ETF

ETFs
308
+ 16.63%
$179.51 - $208.76 $55.3K - $64.3K
2.16K $409M
PEP
Pepsico Inc

Consumer Defensive
349
+ 28.54%
$169.12 - $182.3 $59K - $63.6K
1.57K $287M
VTI
Vanguard Total Stock Market Et

ETFs
1
+ 0.02%
$189.85 - $210.01 $190 - $210
5.04K $1.03B
TGT
Target Corp

Consumer Defensive
58
+ 1.73%
$151.69 - $181.02 $8.8K - $10.5K
3.41K $565M
JPM
Jpmorgan Chase & CO

Financial Services
624
+ 14.55%
$124.91 - $143.8 $77.9K - $89.7K
4.91K $640M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
1.31K
+ 17.96%
$38.45 - $43.18 $50.3K - $56.5K
8.59K $347M
COST
Costco Wholesale Corp

Consumer Defensive
50
+ 6.19%
$450.19 - $523.43 $22.5K - $26.2K
858 $426M
BND
Vanguard Bd Index Fd Inc Total

ETFs
525
+ 9.84%
$71.33 - $74.57 $37.4K - $39.1K
5.86K $433M
TXN
Texas Instruments Inc

Technology
103
+ 7.31%
$163.21 - $186.01 $16.8K - $19.2K
1.51K $281M
UNH
Unitedhealth Group Inc

Healthcare
149
+ 34.25%
$460.33 - $518.33 $68.6K - $77.2K
584 $276M
PM
Philip Morris International Inc.

Consumer Defensive
760
+ 9.72%
$90.27 - $105.39 $68.6K - $80.1K
8.58K $834M
BA
Boeing CO

Industrials
66
+ 5.9%
$195.35 - $218.45 $12.9K - $14.4K
1.19K $252M
CVX
Chevron Corp

Energy
374
+ 24.51%
$152.34 - $187.79 $57K - $70.2K
1.9K $310M
Activity Summary
Buys All Purchases 79 New Holdings 14 Increased Positions 65 Sells All Sells 40 Reductions 40 Sold out 0 Options Calls 0 Puts 0
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