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TRUE Private Wealth Advisors

Changes: All | New | Increased | Decreased | Sold Out

Portfolio as of:
NameTickerClassSharesChangeValueChange% Port% OSHistDate
iSHARES TRUST ICVTCommon31,37131,3712,395,460,0002,395,460,0000.35  Hist 06/30/2023
iSHARES TRUST IOOCommon27,73527,7352,109,537,0002,109,537,0000.31  Hist 06/30/2023
BANK OF MONTREAL /CAN/ FNGUCommon3,5033,503655,767,000655,767,0000.10  Hist 06/30/2023
ADOBE INC. ADBECommon601601293,883,000293,883,0000.040.00 Hist 06/30/2023
OVERSTOCK.COM, INC OSTKCommon7,7477,747252,322,000252,322,0000.040.02 Hist 06/30/2023
CHECK POINT SOFTWARE TECHNOLOGIES LTD CHKPCommon1,8491,849232,271,000232,271,0000.03  Hist 06/30/2023
Owens Corning OCCommon1,7541,754228,897,000228,897,0000.03  Hist 06/30/2023
DIGITAL REALTY TRUST, INC. DLRCommon2,0002,000227,740,000227,740,0000.03  Hist 06/30/2023
AMERISOURCEBERGEN CORP ABCCommon1,1801,180227,010,000227,010,0000.030.00 Hist 06/30/2023
LAM RESEARCH CORP LRCXCommon351351225,644,000225,644,0000.030.00 Hist 06/30/2023
iSHARES TRUST IGVCommon650650224,859,000224,859,0000.03  Hist 06/30/2023
TJX COMPANIES INC /DE/ TJXCommon2,5722,572218,077,000218,077,0000.030.00 Hist 06/30/2023
MSCI Inc. MSCICl A456456214,014,000214,014,0000.03  Hist 06/30/2023
Trane Technologies plc TTCommon Stock1,0851,085207,462,000207,462,0000.030.00 Hist 06/30/2023
ROLLINS INC ROLCommon4,7794,779204,705,000204,705,0000.030.00 Hist 06/30/2023
CHURCH & DWIGHT CO INC /DE/ CHDCommon1,9961,996200,079,000200,079,0000.03  Hist 06/30/2023
Nuveen Municipal Credit Income Fund NZFCommon10,10010,100117,766,000117,766,0000.02  Hist 06/30/2023
WESTERN ASSET MANAGED MUNICIPALS FUND INC. MMUCommon11,30011,300112,209,000112,209,0000.02  Hist 06/30/2023
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