True Wealth Advisors, LLC has filed its 13F form on April 10, 2025 for Q1 2025 where it was disclosed a total value porftolio of $253 Million distributed in 208 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Spdr S&P 500 ETF Trust with a value of $20.1M, ETF Ser Solutions Aptus Collar with a value of $15.4M, ETF Ser Solutions Aptus Define with a value of $9.69M, Invesco Qqq Trust, Series 1 with a value of $9.63M, and Xtrackers Msci Eafe Hedged Equ with a value of $9.19M.
Examining the 13F form we can see an decrease of $8.72M in the current position value, from $262M to 253M.
Below you can find more details about True Wealth Advisors, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$253 Million
ETFs: $187 Million
Financial Services: $13.4 Million
Technology: $9.77 Million
Energy: $8.43 Million
Industrials: $7.29 Million
Consumer Cyclical: $5.84 Million
Communication Services: $4.71 Million
Utilities: $4.56 Million
Other: $11.2 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
