News + Filings Holdings
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TRUEWEALTH LLC
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Changes: All | New | Increased | Decreased | Sold Out |
Portfolio as of: |
| Name | Ticker | Class | Shares | Change | Value | Change | % Port | % OS | Hist | Date |
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BERKSHIRE HATHAWAY INC
| BRK/B | Common | 7,895 | 7,895 | 1,409,000 | 1,409,000 | 0.59 | |
Hist
| 06/30/2020 |
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INTERNATIONAL FLAVORS & FRAGRANCES INC
| IFF | Common | 4,750 | 4,750 | 582,000 | 582,000 | 0.24 | 0.00 |
Hist
| 06/30/2020 |
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iSHARES TRUST
| IYW | Common | 635 | 635 | 171,000 | 171,000 | 0.07 | |
Hist
| 06/30/2020 |
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Sea Ltd
| SE | SPONSORED ADS | 630 | 630 | 68,000 | 68,000 | 0.03 | |
Hist
| 06/30/2020 |
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Ituran Location & Control Ltd.
| ITRN | Common | 2,400 | 2,400 | 38,000 | 38,000 | 0.02 | 0.01 |
Hist
| 06/30/2020 |
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CARRIER GLOBAL Corp
| CARR | Common | 1,598 | 1,598 | 36,000 | 36,000 | 0.02 | 0.00 |
Hist
| 06/30/2020 |
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iSHARES TRUST
| IYT | Common | 215 | 215 | 35,000 | 35,000 | 0.01 | |
Hist
| 06/30/2020 |
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iSHARES TRUST
| RXI | Common | 278 | 278 | 33,000 | 33,000 | 0.01 | |
Hist
| 06/30/2020 |
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iSHARES TRUST
| IYC | Common | 148 | 148 | 32,000 | 32,000 | 0.01 | |
Hist
| 06/30/2020 |
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iSHARES TRUST
| IHE | Common | 190 | 190 | 29,000 | 29,000 | 0.01 | |
Hist
| 06/30/2020 |
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Jumia Technologies AG
| JMIA | SPONSORED ADS | 4,400 | 4,400 | 24,000 | 24,000 | 0.01 | |
Hist
| 06/30/2020 |
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SIMON PROPERTY GROUP INC /DE/
| SPG | Common | 275 | 275 | 19,000 | 19,000 | 0.01 | 0.00 |
Hist
| 06/30/2020 |
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EQUISHARES CORPORATION
| AOR | Common | 417 | 417 | 19,000 | 19,000 | 0.01 | |
Hist
| 06/30/2020 |
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VANGUARD ADMIRAL FUNDS
| VOOG | Common | 100 | 100 | 19,000 | 19,000 | 0.01 | |
Hist
| 06/30/2020 |
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ENTERPRISE PRODUCTS PARTNERS L.P.
| EPD | Common | 1,000 | 1,000 | 18,000 | 18,000 | 0.01 | 0.00 |
Hist
| 06/30/2020 |
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FIRST FINANCIAL BANCORP /OH/
| FFBC | Common | 1,248 | 1,248 | 17,000 | 17,000 | 0.01 | 0.00 |
Hist
| 06/30/2020 |
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Teladoc Health, Inc.
| TDOC | Common | 88 | 88 | 17,000 | 17,000 | 0.01 | 0.00 |
Hist
| 06/30/2020 |
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VANGUARD BOND INDEX FUNDS
| BIV | Common | 150 | 150 | 14,000 | 14,000 | 0.01 | |
Hist
| 06/30/2020 |
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CapStar Financial Holdings, Inc.
| CSTR | COM | 804 | 804 | 10,000 | 10,000 | 0.00 | 0.00 |
Hist
| 06/30/2020 |
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VANGUARD ADMIRAL FUNDS
| VOOV | Common | 100 | 100 | 10,000 | 10,000 | 0.00 | |
Hist
| 06/30/2020 |
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Moderna, Inc.
| MRNA | Common | 146 | 146 | 9,000 | 9,000 | 0.00 | 0.00 |
Hist
| 06/30/2020 |
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United Airlines Holdings, Inc.
| UAL | COM | 250 | 250 | 9,000 | 9,000 | 0.00 | 0.00 |
Hist
| 06/30/2020 |
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Norwegian Cruise Line Holdings Ltd.
| NCLH | SHS | 500 | 500 | 8,000 | 8,000 | 0.00 | 0.00 |
Hist
| 06/30/2020 |
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Energy Transfer LP
| ET | Common | 1,000 | 1,000 | 7,000 | 7,000 | 0.00 | 0.00 |
Hist
| 06/30/2020 |
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MOLSON COORS BEVERAGE CO
| TAP | CL B | 200 | 200 | 7,000 | 7,000 | 0.00 | |
Hist
| 06/30/2020 |
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LABORATORY CORP OF AMERICA HOLDINGS
| LH | Common | 24 | 24 | 4,000 | 4,000 | 0.00 | 0.00 |
Hist
| 06/30/2020 |
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FIRST TR NAS100 EQ WEIGHTED
| QQEW | SHS | 50 | 50 | 4,000 | 4,000 | 0.00 | |
Hist
| 06/30/2020 |
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FIRST TRUST EXCHANGE TRADED FUND
| FXH | Common | 40 | 40 | 4,000 | 4,000 | 0.00 | |
Hist
| 06/30/2020 |
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Rithm Capital Corp.
| NRZ | COM NEW | 505 | 505 | 4,000 | 4,000 | 0.00 | 0.00 |
Hist
| 06/30/2020 |
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iSHARES TRUST
| IGM | Common | 15 | 15 | 4,000 | 4,000 | 0.00 | |
Hist
| 06/30/2020 |
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iQIYI, Inc.
| IQ | SPONSORED ADS | 120 | 120 | 3,000 | 3,000 | 0.00 | |
Hist
| 06/30/2020 |
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Vista Outdoor Inc.
| VSTO | COM | 104 | 104 | 2,000 | 2,000 | 0.00 | 0.00 |
Hist
| 06/30/2020 |
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Magellan Midstream Partners, L.P.
| MMP | Common | 45 | 45 | 2,000 | 2,000 | 0.00 | 0.00 |
Hist
| 06/30/2020 |
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TotalEnergies SE
| TOT | SPONSORED ADS | 55 | 55 | 2,000 | 2,000 | 0.00 | |
Hist
| 06/30/2020 |
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SPDR SERIES TRUST AEROSPACE DEF
| XAR | STOCK | 21 | 21 | 2,000 | 2,000 | 0.00 | |
Hist
| 06/30/2020 |
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