True Vision Mn LLC Portfolio Holdings by Sector
True Vision Mn LLC
- $197 Billion
- Q4 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
IUSB IVV DYNF IVE IEMG IVW OEF EFV 71 stocks |
$160 Million
89.45% of portfolio
|
47
|
22
|
7
|
- |
0
Calls
0
Puts
|
|
Specialty Industrial Machinery | Industrials
GGG GNRC 2 stocks |
$2.68 Million
1.5% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
CRWD ADBE TOST HOOD 4 stocks |
$2.03 Million
1.14% of portfolio
|
4
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
GOOGL Z 2 stocks |
$1.84 Million
1.03% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$1.84 Million
1.03% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Railroads | Industrials
UNP 1 stocks |
$1.22 Million
0.68% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Household & Personal Products | Consumer Defensive
EL HIMS 2 stocks |
$1.09 Million
0.61% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Software—Application | Technology
UBER MSTR 2 stocks |
$913,277
0.51% of portfolio
|
2
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Entertainment | Communication Services
ROKU 1 stocks |
$884,193
0.5% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$881,642
0.49% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Medical Care Facilities | Healthcare
HCA 1 stocks |
$764,250
0.43% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Insurance—Property & Casualty | Financial Services
TRV 1 stocks |
$734,432
0.41% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Semiconductors | Technology
NVDA 1 stocks |
$697,883
0.39% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
WFC BAC 2 stocks |
$675,200
0.38% of portfolio
|
2
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Apparel Manufacturing | Consumer Cyclical
GOOS 1 stocks |
$669,230
0.37% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$570,125
0.32% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Electrical Equipment & Parts | Industrials
VRT 1 stocks |
$496,561
0.28% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Utilities—Regulated Electric | Utilities
WEC 1 stocks |
$329,668
0.18% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
SOFI 1 stocks |
$317,720
0.18% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Medical Devices | Healthcare
MDT 1 stocks |
$210,378
0.12% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|