News + Filings Holdings
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TruWealth Advisors, 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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SELECT SECTOR SPDR TR SBI INT-UTILS
| XLU | OPTION | 0 | -67,169 | 0 | -4,395,558,000 | 0.00 | 0.00 |
Hist
| 09/30/2023 |
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iSHARES TRUST
| TLT | OPTION | 0 | -4,492 | 0 | -462,406,000 | 0.00 | 0.00 |
Hist
| 09/30/2023 |
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CVS HEALTH Corp
| CVS | Common | 0 | -6,454 | 0 | -446,132,000 | 0.00 | 0.00 |
Hist
| 09/30/2023 |
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DEERE & CO
| DE | Common | 0 | -1,077 | 0 | -436,404,000 | 0.00 | 0.00 |
Hist
| 09/30/2023 |
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SPDR SERIES TRUST
| FLRN | Common | 0 | -11,140 | 0 | -341,887,000 | 0.00 | 0.00 |
Hist
| 09/30/2023 |
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KINDER MORGAN, INC.
| KMI | COM | 0 | -16,980 | 0 | -292,396,000 | 0.00 | 0.00 |
Hist
| 09/30/2023 |
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CAPITAL ONE FINANCIAL CORP
| COF | Common | 0 | -2,394 | 0 | -261,883,000 | 0.00 | 0.00 |
Hist
| 09/30/2023 |
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Walt Disney Co
| DIS | Common | 0 | -2,587 | 0 | -230,997,000 | 0.00 | 0.00 |
Hist
| 09/30/2023 |
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HONEYWELL INTERNATIONAL INC
| HON | Common | 0 | -991 | 0 | -205,585,000 | 0.00 | 0.00 |
Hist
| 09/30/2023 |
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Ark ETF Trust
| ARKK | Common | 0 | -4,549 | 0 | -200,777,000 | 0.00 | 0.00 |
Hist
| 09/30/2023 |
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