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STEVE ALTMAN

@True Private Wealth Advisors

Latest period2024 - Q3ReportedManaged Assets$838.181MTotal holdings215
Assets growth rate-5.09%Assets growth rate (2-Q avg)-1.89%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in True Private Wealth Advisors's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 215 positions.

Assets under management

The assets under management (AUM) of True Private Wealth Advisors over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 838.181M in assets, with a quarterly growth rate of -5.09% and a 2-quarter average growth rate of -1.89%. The portfolio is managed by STEVE ALTMAN, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
STZConstellation Brands Inc
Recent Activity
New Position
0.26%
$2.108M
8,182 shares@ $257.7 avg price
IJTIshares Tr
Recent Activity
New Position
0.12%
$930,684
6,672 shares@ $139.5 avg price
IEIIshares Tr
Recent Activity
New Position
0.04%
$301,081
2,517 shares@ $119.62 avg price
VOOGVanguard Admiral Fds Inc
Recent Activity
New Position
0.04%
$296,383
858 shares@ $345.44 avg price
QQQMInvesco Exch Traded Fd Tr Ii
Recent Activity
New Position
0.03%
$251,279
1,251 shares@ $200.87 avg price
DFENDirexion Shs Etf Tr
Recent Activity
New Position
0.03%
$228,845
6,417 shares@ $35.67 avg price
IYJIshares Tr
Recent Activity
New Position
0.03%
$210,617
1,575 shares@ $133.73 avg price
ETHEGrayscale Ethereum Tr Eth
Recent Activity
New Position
0.03%
$200,906
9,178 shares@ $21.89 avg price
3899⤦Grayscale Bitcoin Mini Tr Bt
Recent Activity
New Position
0.02%
$133,493
23,711 shares@ $5.64 avg price
SMRNuscale Pwr Corp
Recent Activity
New Position
0.02%
$116,870
10,092 shares@ $11.59 avg price