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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
SMIZZacks Trust
Recent Activity
Increased 34.31%
2.31%
$19.285M
582,681 shares@ $33.1 avg price
MSFTMicrosoft Corp
Recent Activity
Decreased -18.58%
1.82%
$15.252M
35,445 shares@ $430.31 avg price
AMZNAmazon Com Inc
Recent Activity
Decreased -12.78%
1.11%
$9.272M
49,759 shares@ $186.34 avg price
EMXCIshares Inc
Recent Activity
Increased 1350.84%
1.04%
$8.673M
141,921 shares@ $61.12 avg price
CLOIVaneck Etf Trust
Recent Activity
Increased 229.44%
1%
$8.373M
157,868 shares@ $53.05 avg price
SCHDSchwab Strategic Tr
Recent Activity
Increased 160.69%
0.98%
$8.191M
96,901 shares@ $84.54 avg price
VGTVanguard World Fd
Recent Activity
Decreased -39.56%
0.98%
$8.158M
13,909 shares@ $586.57 avg price
IVVIshares Tr
Recent Activity
Decreased -22.57%
0.93%
$7.739M
13,416 shares@ $576.85 avg price
NVDANvidia Corporation
Recent Activity
Decreased -17.17%
0.93%
$7.733M
63,680 shares@ $121.45 avg price
QQQInvesco Qqq Tr
Recent Activity
Decreased -2.82%
0.93%
$7.712M
15,800 shares@ $488.1 avg price