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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
AMGNAmgen Inc
Recent Activity
Exited
0%
$542,536
1,684 shares@ $322.18 avg price
AMDAdvanced Micro Devices Inc
Recent Activity
Exited
0%
$527,353
3,214 shares@ $164.08 avg price
CDNSCadence Design System Inc
Recent Activity
Exited
0%
$459,125
1,694 shares@ $271.04 avg price
ANETArista Networks Inc
Recent Activity
Exited
0%
$444,080
1,157 shares@ $383.83 avg price
CRWDCrowdstrike Hldgs Inc
Recent Activity
Exited
0%
$438,375
1,563 shares@ $280.48 avg price
GWWGrainger W W Inc
Recent Activity
Exited
0%
$434,234
418 shares@ $1038.84 avg price
COSTCostco Whsl Corp New
Recent Activity
Exited
0%
$400,742
452 shares@ $886.6 avg price
CLColgate Palmolive Co
Recent Activity
Exited
0%
$398,987
3,843 shares@ $103.83 avg price
LDOSLeidos Holdings Inc
Recent Activity
Exited
0%
$391,852
2,404 shares@ $163.0 avg price
SPGIS&p Global Inc
Recent Activity
Exited
0%
$389,032
753 shares@ $516.65 avg price