TRUE Private Wealth Advisors Q1 2024 Filing
Filed April 25, 2024
Portfolio Value
$871.8M
Holdings
284
Report Date
Q1 2024
Filing Type
13F-HR
All Holdings (284 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 201 | CATCATERPILLAR INC | 4,302 | $0 | 0.00% | |
| 202 | URIUNITED RENTALS INC | 6,246 | $0 | 0.00% | |
| 203 | PGPROCTER AND GAMBLE CO | 8,948 | $0 | 0.00% | |
| 204 | ABBVABBVIE INC | 31,518 | $0 | 0.00% | |
| 205 | GOOGALPHABET INC | 17,472 | $0 | 0.00% | |
| 206 | BABOEING CO | 6,312 | $0 | 0.00% | |
| 207 | FBLGRANITESHARES ETF TR | 38,397 | $0 | 0.00% | |
| 208 | GQ9SPDR GOLD TR | 7,676 | $0 | 0.00% | |
| 209 | EFVISHARES TR | 24,684 | $0 | 0.00% | |
| 210 | ITOTISHARES TR | 441,691 | $0 | 0.00% | |
| 211 | MBBISHARES TR | 21,553 | $0 | 0.00% | |
| 212 | TSLATESLA INC | 9,016 | $0 | 0.00% | |
| 213 | VGTVANGUARD WORLD FD | 19,581 | $0 | 0.00% | |
| 214 | IYWISHARES TR | 37,229 | $0 | 0.00% | |
| 215 | FDLFIRST TR MORNINGSTAR DIVID L | 1,108,956 | $0 | 0.00% | |
| 216 | METAMETA PLATFORMS INC | 4,381 | $0 | 0.00% | |
| 217 | USBUS BANCORP DEL | 82,656 | $0 | 0.00% | |
| 218 | SPYUBANK MONTREAL MEDIUM | 6,605 | $0 | 0.00% | |
| 219 | BROSDUTCH BROS INC | 73,957 | $0 | 0.00% | |
| 220 | AOMISHARES TR | 40,027 | $0 | 0.00% | |
| 221 | 4I1PHILIP MORRIS INTL INC | 11,635 | $0 | 0.00% | |
| 222 | JPMJPMORGAN CHASE & CO | 30,792 | $0 | 0.00% | |
| 223 | NKENIKE INC | 13,986 | $0 | 0.00% | |
| 224 | AAPLAPPLE INC | 154,177 | $0 | 0.00% | |
| 225 | WFCWELLS FARGO CO NEW | 24,585 | $0 | 0.00% | |
| 226 | AQLTISHARES TR | 99,045 | $0 | 0.00% | |
| 227 | AAPUDIREXION SHS ETF TR | 56,789 | $0 | 0.00% | |
| 228 | AMZUDIREXION SHS ETF TR | 53,736 | $0 | 0.00% | |
| 229 | IWDISHARES TR | 175,251 | $0 | 0.00% | |
| 230 | FLOTISHARES TR | 816,830 | $0 | 0.00% | |
| 231 | PANWPALO ALTO NETWORKS INC | 3,729 | $0 | 0.00% | |
| 232 | VVISA INC | 4,897 | $0 | 0.00% | |
| 233 | IXUSISHARES TR | 1,359,290 | $0 | 0.00% | |
| 234 | AMZNAMAZON COM INC | 58,927 | $0 | 0.00% | |
| 235 | MOATVANECK ETF TRUST | 15,352 | $0 | 0.00% | |
| 236 | PFFISHARES TR | 1,378,133 | $0 | 0.00% | |
| 237 | VHTVANGUARD WORLD FD | 13,224 | $0 | 0.00% | |
| 238 | FTNTFORTINET INC | 17,200 | $0 | 0.00% | |
| 239 | VDCVANGUARD WORLD FD | 9,990 | $0 | 0.00% | |
| 240 | IAU*ISHARES GOLD TR | 38,068 | $0 | 0.00% | |
| 241 | AOAISHARES TR | 15,256 | $0 | 0.00% | |
| 242 | AGZISHARES TR | 329,582 | $0 | 0.00% | |
| 243 | MSFUDIREXION SHS ETF TR | 38,477 | $0 | 0.00% | |
| 244 | IBMINTERNATIONAL BUSINESS MACHS | 6,447 | $0 | 0.00% | |
| 245 | IVEISHARES TR | 17,581 | $0 | 0.00% | |
| 246 | CRMSALESFORCE INC | 5,860 | $0 | 0.00% | |
| 247 | IJHISHARES TR | 441,462 | $0 | 0.00% | |
| 248 | AMATAPPLIED MATLS INC | 4,850 | $0 | 0.00% | |
| 249 | VYMVANGUARD WHITEHALL FDS | 21,269 | $0 | 0.00% | |
| 250 | QUALISHARES TR | 13,443 | $0 | 0.00% | |
| 251 | RSPINVESCO EXCHANGE TRADED FD T | 342,741 | $0 | 0.00% | |
| 252 | SHYISHARES TR | 109,114 | $0 | 0.00% | |
| 253 | VTVVANGUARD INDEX FDS | 20,234 | $0 | 0.00% | |
| 254 | DYNFBLACKROCK ETF TRUST | 42,436 | $0 | 0.00% | |
| 255 | HEFAISHARES TR | 122,021 | $0 | 0.00% | |
| 256 | BRK/BBERKSHIRE HATHAWAY INC DEL | 15,756 | $0 | 0.00% | |
| 257 | PFEPFIZER INC | 67,248 | $0 | 0.00% | |
| 258 | MSFTMICROSOFT CORP | 43,742 | $0 | 0.00% | |
| 259 | LLYELI LILLY & CO | 8,985 | $0 | 0.00% | |
| 260 | NVDLGRANITESHARES ETF TR | 71,642 | $0 | 0.00% | |
| 261 | UNHUNITEDHEALTH GROUP INC | 2,224 | $0 | 0.00% | |
| 262 | JNJJOHNSON & JOHNSON | 30,565 | $0 | 0.00% | |
| 263 | TECLDIREXION SHS ETF TR | 32,851 | $0 | 0.00% | |
| 264 | XLFSELECT SECTOR SPDR TR | 73,906 | $0 | 0.00% | |
| 265 | IUSBISHARES TR | 142,160 | $0 | 0.00% | |
| 266 | CVXCHEVRON CORP NEW | 36,814 | $0 | 0.00% | |
| 267 | AORISHARES TR | 112,878 | $0 | 0.00% | |
| 268 | IEMGISHARES INC | 54,453 | $0 | 0.00% | |
| 269 | SCHDSCHWAB STRATEGIC TR | 24,089 | $0 | 0.00% | |
| 270 | MMM3M CO | 28,815 | $0 | 0.00% | |
| 271 | XLYSELECT SECTOR SPDR TR | 19,473 | $0 | 0.00% | |
| 272 | ERXDIREXION SHS ETF TR | 14,561 | $0 | 0.00% | |
| 273 | NVDANVIDIA CORPORATION | 8,283 | $0 | 0.00% | |
| 274 | EFGISHARES TR | 12,249 | $0 | 0.00% | |
| 275 | NDQINVESCO QQQ TR | 16,806 | $0 | 0.00% | |
| 276 | XOMEXXON MOBIL CORP | 52,693 | $0 | 0.00% | |
| 277 | IJRISHARES TR | 68,811 | $0 | 0.00% | |
| 278 | SPYSPDR S&P 500 ETF TR | 5,982 | $0 | 0.00% | |
| 279 | VOOVANGUARD INDEX FDS | 20,859 | $0 | 0.00% | |
| 280 | GOOGLALPHABET INC | 31,554 | $0 | 0.00% | |
| 281 | ARKKARK ETF TR | 71,339 | $0 | 0.00% | |
| 282 | KEYKEYCORP | 75,336 | $0 | 0.00% | |
| 283 | COSTCOSTCO WHSL CORP NEW | 7,477 | $0 | 0.00% | |
| 284 | BSVVANGUARD BD INDEX FDS | 20,244 | $0 | 0.00% |
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