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Dorothy L Broadhead

@Truewealth Advisors, Llc

Latest period2024 - Q4ReportedManaged Assets$299.611MTotal holdings222
Assets growth rate0.1%Assets growth rate (2-Q avg)5.43%Continuous growth in asset value5 quarters

Portfolio positions

This chart displays the top 10 holdings in Truewealth Advisors, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 222 positions.

Assets under management

The assets under management (AUM) of Truewealth Advisors, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 299.611M in assets, with a quarterly growth rate of 0.1% and a 2-quarter average growth rate of 5.43%. The portfolio is managed by Dorothy L Broadhead, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
GRNYTidal Etf Tr
Recent Activity
New Position
2.98%
$8.912M
446,508 shares@ $19.97 avg price
BRK.BBerkshire Hathaway Inc Del
Recent Activity
New Position
0.23%
$680,827
1,502 shares@ $453.29 avg price
ANETArista Networks Inc
Recent Activity
New Position
0.2%
$586,030
5,302 shares@ $110.53 avg price
PLTRPalantir Technologies Inc
Recent Activity
New Position
0.2%
$582,427
7,701 shares@ $75.64 avg price
GEGe Aerospace
Recent Activity
New Position
0.19%
$544,969
3,267 shares@ $166.82 avg price
JCIJohnson Ctls Intl Plc
Recent Activity
New Position
0.18%
$516,360
6,542 shares@ $78.93 avg price
UBERUber Technologies Inc
Recent Activity
New Position
0.18%
$510,850
8,469 shares@ $60.32 avg price
VSTVistra Corp
Recent Activity
New Position
0.17%
$487,370
3,535 shares@ $137.87 avg price
FCXFreeport-mcmoran Inc
Recent Activity
New Position
0.17%
$485,558
12,751 shares@ $38.08 avg price
NRGNrg Energy Inc
Recent Activity
New Position
0.16%
$475,820
5,274 shares@ $90.22 avg price