TRUE Private Wealth Advisors Q2 2020 Filing

Filed July 7, 2020

Portfolio Value

$546.6M

Holdings

721

Report Date

Q2 2020

Filing Type

13F-HR

All Holdings (721 positions)

#StockSharesValue% PortfolioType
201
PORPortland General Electric Co
3,456$145K0.03%
202
EAGGiShares ESG U.S. Aggregate Bond ETF
2,518$142K0.03%
203
FISVFiserv Inc
1,460$142K0.03%
204
ULTAUlta Salon Cosmetics & Fragrance Inc
701$142K0.03%
205
AONAon PLC
735$141K0.03%
206
SYKStryker Corp
782$141K0.03%
207
UBSIUnited Bankshares Inc
5,029$140K0.03%
208
IWFiShares Russell 1000 Growth
721$138K0.03%
209
ETEnergy Transfer Equity LP
19,422$138K0.03%
210
ITWIllinois Tool Works Inc
775$136K0.02%
211
UNMUnum Group
8,050$133K0.02%
212
MDBMongodb Inc Cl A
581$131K0.02%
213
LRCXEURLam Research Corp
402$130K0.02%
214
7HPHP Inc
7,290$128K0.02%
215
TXNTexas Instruments Inc
1,000$126K0.02%
216
XYLXylem Inc
1,955$126K0.02%
217
AWRAmerican States Water Co
1,600$125K0.02%
218
KEYSKeysight Technologies Inc
1,221$123K0.02%
219
SUSAiShares MSCI USA ESG Select ETF
924$123K0.02%
220
CLXClorox Co
558$122K0.02%
221
SYYSysco Corp
2,230$121K0.02%
222
TWTRUSDTwitter Inc
4,090$121K0.02%
223
UCONFirst Trust TCW Unconstrained Pls Bd ETF
4,628$119K0.02%
224
DHRDanaher Corp
661$117K0.02%
225
TTTrane Technologies PLC Class A
1,273$113K0.02%
226
MSIMotorola Solutions Inc
796$112K0.02%
227
EFAViShares Edge MSCI Min Vol EAFE ETF
1,709$112K0.02%
228
TNDMTandem Diabetes Care Inc
1,125$111K0.02%
229
BPBP PLC ADR
4,698$109K0.02%
230
FTSMFirst Trust Enhanced Short Maturity ETF
1,752$105K0.02%
231
ORLYO'Reilly Automotive Inc
245$103K0.02%
232
SYNASynaptics Inc
1,700$102K0.02%
233
FEYECHFFireEye Inc
8,415$102K0.02%
234
IAGGiShares Core International Aggt Bd ETF
1,831$101K0.02%
235
CVSCVS Health Corp
1,542$100K0.02%
236
MIDDThe Middleby Corp
1,258$99K0.02%
237
DDominion Resources Inc
1,215$98K0.02%
238
ORIOld Republic International Corp
6,015$98K0.02%
239
DOVDover Corp
1,008$97K0.02%
240
GBCIGlacier Bancorp Inc
2,750$97K0.02%
241
EMBiShares JPMorgan USD Emerg Markets Bond
873$95K0.02%
242
IYJiShares US Industrials
632$95K0.02%
243
DNPDNP Select Income
8,332$91K0.02%
244
FEZSPDR EURO STOXX 50 ETF
2,563$91K0.02%
245
CGCCanopy Growth Corp
5,641$91K0.02%
246
LUVSouthwest Airlines Co
2,645$90K0.02%
247
CIENCiena Corp
1,650$89K0.02%
248
CWBSPDR Blmbg Barclays Convert Secs ETF
1,456$88K0.02%
249
IYCiShares US Consumer Services
405$88K0.02%
250
ICEIntercontinental Exchange Inc
959$87K0.02%
251
ALKAlaska Air Group Inc
2,415$87K0.02%
252
NYCBEURNew York Community Bancorp Inc
8,550$87K0.02%
253
ABJAABB Ltd
3,860$87K0.02%
254
BIVVanguard Intermediate-Term Bond ETF
929$86K0.02%
255
TRVCCitigroup Inc
1,668$85K0.02%
256
SSS1EURLife Storage Inc Com
900$85K0.02%
257
ADPAutomatic Data Processing Inc
563$84K0.02%
258
ZTSZoetis Inc
616$84K0.02%
259
WTRGEssential Utilities Inc
2,000$84K0.02%
260
NOCNorthrop Grumman Corp
273$84K0.02%
261
AZNAstrazeneca Plc
1,600$84K0.02%
262
ESGDiShares ESG MSCI EAFE ETF
1,378$83K0.02%
263
SRESempra Energy
709$83K0.02%
264
SIGASIGA Technologies Inc
14,206$83K0.02%
265
SWKStanley Black & Decker Inc
600$83K0.02%
266
ELThe Estee Lauder Companies Inc Class A
442$83K0.02%
267
WBAWalgreen Boots Alliance Inc Com
1,935$82K0.02%
268
VMWEURVMware Inc
524$81K0.01%
269
LDOSLeidos Holdings Inc
855$80K0.01%
270
CMECME Group Inc Class A
488$79K0.01%
271
SIRIEURSirius XM Holdings Inc
13,481$79K0.01%
272
GWWW.W. Grainger Inc
250$78K0.01%
273
KEYKeyCorp
6,442$78K0.01%
274
DOWDow Inc
1,929$78K0.01%
275
TREXTrex Co Inc
600$78K0.01%
276
XELXcel Energy Inc
1,227$77K0.01%
277
KHCThe Kraft Heinz Co
2,411$77K0.01%
278
TTENTotal Sa
1,925$75K0.01%
279
HPEHewlett Packard Enterprise Co
7,546$74K0.01%
280
OLEDUniversal Display Corp
500$74K0.01%
281
TJXTJX Companies Inc
1,465$74K0.01%
282
OCOwens-Corning Inc
1,341$74K0.01%
283
TDToronto Dominion Bk Ont Com New
1,653$73K0.01%
284
COLBColumbia Banking System Inc
2,579$73K0.01%
285
FW2NBanner Corp
1,886$71K0.01%
286
SKTTanger Factory Outlet Centers Inc
10,000$71K0.01%
287
ADMArcher-Daniels Midland Co
1,750$69K0.01%
288
LINLinde plc
325$68K0.01%
289
GSKGlaxoSmithKline PLC ADR
1,656$68K0.01%
290
BDXBecton, Dickinson and Co
282$67K0.01%
291
GUSHDirexion Dly S&P Oil&Gs Ex&Prd Bl 2X ETF
1,950$66K0.01%
292
BMRCBank of Marin Bancorp
2,000$66K0.01%
293
WCNWaste Connections Inc
700$65K0.01%
294
LEGRFirst Trust Indxx Invtv Tnsctn&Prcs ETF
2,168$63K0.01%
295
EFAiShares MSCI EAFE
1,047$63K0.01%
296
AXPAmerican Express Co
669$63K0.01%
297
UI2Kemper Corp
880$63K0.01%
298
GDGeneral Dynamics Corp
415$62K0.01%
299
TSEMTower Semiconductor Ltd
3,300$62K0.01%
300
SHESPDR SSGA Gender Diversity ETF
876$62K0.01%
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