Truvestments Capital LLC has filed its 13F form on February 07, 2025 for Q4 2024 where it was disclosed a total value porftolio of $376 Million distributed in 1020 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Berkshire Hathaway Inc Class B with a value of $24.2M, Nvidia Corp with a value of $23.4M, Invesco Qqq Trust, Series 1 with a value of $18.4M, Broadcom Inc. with a value of $11.7M, and Apple Inc. with a value of $10.6M.

Examining the 13F form we can see an increase of $13.2M in the current position value, from $363M to 376M.

Truvestments Capital LLC is based out at Sarasota, FL

Below you can find more details about Truvestments Capital LLC portfolio as well as his latest detailed transactions.

Portfolio value $376 Million
Technology: $107 Million
Industrials: $52.5 Million
Financial Services: $50.6 Million
ETFs: $36.3 Million
Real Estate: $33.8 Million
Consumer Cyclical: $25.6 Million
Healthcare: $24 Million
Consumer Defensive: $18.4 Million
Other: $28 Million

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 1,020
  • Current Value $376 Million
  • Prior Value $363 Million
  • Filing
  • Period Q4 2024
  • Filing Date February 07, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 147 stocks
  • Additional Purchases 342 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 151 stocks
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