TRUE Private Wealth Advisors Q2 2024 Filing

Filed July 16, 2024

Portfolio Value

$883.2M

Holdings

278

Report Date

Q2 2024

Filing Type

13F-HR

All Holdings (278 positions)

#StockSharesValue% PortfolioType
1
KEYKEYCORP
69,610$989K0.11%
2
ERXDIREXION SHS ETF TR
14,860$967K0.11%
3
TMOTHERMO FISHER SCIENTIFIC INC
1,747$965K0.11%
4
COWZPACER FDS TR
17,607$959K0.11%
5
ORCLORACLE CORP
6,729$950K0.11%
6
4I1PHILIP MORRIS INTL INC
9,294$941K0.11%
7
WMTWALMART INC
13,899$941K0.11%
8
CRWDCROWDSTRIKE HLDGS INC
2,447$937K0.11%
9
CSCOCISCO SYS INC
19,687$935K0.11%
10
RTXRTX CORPORATION
8,717$875K0.10%
11
AMGNAMGEN INC
2,779$868K0.10%
12
IWBISHARES TR
2,888$859K0.10%
13
ESGUISHARES TR
7,067$843K0.10%
14
INTUINTUIT
1,278$840K0.10%
15
DWDMORGAN STANLEY
8,596$835K0.09%
16
SNAPSNAP INC
50,192$833K0.09%
17
NVONOVO-NORDISK A S
5,819$830K0.09%
18
AVGOBROADCOM INC
503$807K0.09%
19
VBRVANGUARD INDEX FDS
4,414$805K0.09%
20
HDHOME DEPOT INC
2,302$792K0.09%
21
EFVISHARES TR
14,769$783K0.09%
22
TIPISHARES TR
7,288$778K0.09%
23
IWFISHARES TR
2,125$774K0.09%
24
SBUXSTARBUCKS CORP
9,862$767K0.09%
25
FISVFISERV INC
4,976$741K0.08%
26
TQQQPROSHARES TR
9,760$720K0.08%
27
KOCOCA COLA CO
11,242$715K0.08%
28
BINCBLACKROCK ETF TRUST II
13,669$713K0.08%
29
AGGISHARES TR
7,205$699K0.08%
30
MRKMERCK & CO INC
5,637$697K0.08%
31
MCDMCDONALDS CORP
2,726$694K0.08%
32
KMBKIMBERLY-CLARK CORP
4,976$687K0.08%
33
GGLLDIREXION SHS ETF TR
14,340$676K0.08%
34
ABNBAIRBNB INC
4,428$671K0.08%
35
BXBLACKSTONE INC
5,296$655K0.07%
36
ALKALASKA AIR GROUP INC
16,143$652K0.07%
37
LQDISHARES TR
6,053$648K0.07%
38
PAYXPAYCHEX INC
5,400$640K0.07%
39
VUGVANGUARD INDEX FDS
1,706$638K0.07%
40
IUSGISHARES TR
4,938$629K0.07%
41
CLXCLOROX CO DEL
4,493$613K0.07%
42
BACBANK AMERICA CORP
15,408$612K0.07%
43
BRK-BBERKSHIRE HATHAWAY INC DEL
1$612K0.07%
44
ADPAUTOMATIC DATA PROCESSING IN
2,458$586K0.07%
45
EMXCISHARES INC
9,782$579K0.07%
46
FICOFAIR ISAAC CORP
387$576K0.07%
47
ACNACCENTURE PLC IRELAND
1,848$560K0.06%
48
BMYBRISTOL-MYERS SQUIBB CO
13,407$556K0.06%
49
NFLXNETFLIX INC
823$555K0.06%
50
KRKROGER CO
11,026$550K0.06%
51
MUMICRON TECHNOLOGY INC
4,178$549K0.06%
52
GCOWPACER FDS TR
15,846$534K0.06%
53
AZOAUTOZONE INC
180$533K0.06%
54
WMWASTE MGMT INC DEL
2,498$533K0.06%
55
VIGVANGUARD SPECIALIZED FUNDS
2,917$532K0.06%
56
QCOMQUALCOMM INC
2,638$525K0.06%
57
LOWLOWES COS INC
2,382$525K0.06%
58
CMCSACOMCAST CORP NEW
13,350$522K0.06%
59
BITBBITWISE BITCOIN ETF TR
15,971$522K0.06%
60
ICEINTERCONTINENTAL EXCHANGE IN
3,800$520K0.06%
61
LUVSOUTHWEST AIRLS CO
18,020$515K0.06%
62
IYEISHARES TR
10,700$513K0.06%
63
LPXLOUISIANA PAC CORP
6,065$499K0.06%
64
ISRGINTUITIVE SURGICAL INC
1,107$492K0.06%
65
MOALTRIA GROUP INC
10,711$487K0.06%
66
ABGCENCORA INC
2,156$485K0.05%
67
CLCOLGATE PALMOLIVE CO
4,995$484K0.05%
68
CHKPCHECK POINT SOFTWARE TECH LT
2,939$484K0.05%
69
HONHONEYWELL INTL INC
2,253$481K0.05%
70
TSCOTRACTOR SUPPLY CO
1,772$478K0.05%
71
NWNNORTHWEST NAT HLDG CO
13,195$476K0.05%
72
ABTABBOTT LABS
4,562$474K0.05%
73
ROLROLLINS INC
9,624$469K0.05%
74
SYKSTRYKER CORPORATION
1,351$459K0.05%
75
FFORD MTR CO DEL
36,261$454K0.05%
76
SIGASIGA TECHNOLOGIES INC
59,389$450K0.05%
77
DISDISNEY WALT CO
4,515$448K0.05%
78
JEPIJ P MORGAN EXCHANGE TRADED F
7,808$442K0.05%
79
MUBISHARES TR
4,126$439K0.05%
80
MAMASTERCARD INCORPORATED
996$439K0.05%
81
SMOTVANECK ETF TRUST
13,703$437K0.05%
82
CHDCHURCH & DWIGHT CO INC
4,219$437K0.05%
83
SHMSPDR SER TR
9,192$433K0.05%
84
MTDMETTLER TOLEDO INTERNATIONAL
309$431K0.05%
85
AOKISHARES TR
11,380$420K0.05%
86
AQLTISHARES TR
18,543$418K0.05%
87
HSYHERSHEY CO
2,265$416K0.05%
88
LRCXEURLAM RESEARCH CORP
390$415K0.05%
89
AMLPALPS ETF TR
8,537$409K0.05%
90
DEDEERE & CO
1,093$408K0.05%
91
IYGISHARES TR
6,207$404K0.05%
92
MSCIMSCI INC
837$403K0.05%
93
TSLLDIREXION SHS ETF TR
43,842$403K0.05%
94
MDLZMONDELEZ INTL INC
6,148$402K0.05%
95
FDSFACTSET RESH SYS INC
983$401K0.05%
96
SPHBINVESCO EXCH TRADED FD TR II
4,726$399K0.05%
97
ATSATS CORPORATION
12,323$398K0.05%
98
TLTISHARES TR
4,326$397K0.04%
99
ETNEATON CORP PLC
1,260$395K0.04%
100
IUSVISHARES TR
4,463$393K0.04%
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