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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
DOVDover Corp
Recent Activity
New Position
0.16%
$475,191
2,533 shares@ $187.61 avg price
CCJCameco Corp
Recent Activity
New Position
0.16%
$470,013
9,146 shares@ $51.4 avg price
KIMKimco Rlty Corp
Recent Activity
New Position
0.16%
$459,275
19,602 shares@ $23.44 avg price
HOVHovnanian Enterprises Inc
Recent Activity
New Position
0.14%
$406,144
3,035 shares@ $133.83 avg price
JPSTJ P Morgan Exchange Traded F
Recent Activity
New Position
0.13%
$369,878
7,343 shares@ $50.38 avg price
UTESEtfis Ser Tr I
Recent Activity
New Position
0.12%
$343,076
5,382 shares@ $63.75 avg price
FXOFirst Tr Exchange Traded Fd
Recent Activity
New Position
0.12%
$335,293
6,194 shares@ $54.14 avg price
DBEMDbx Etf Tr
Recent Activity
New Position
0.1%
$274,136
11,010 shares@ $24.9 avg price
PAAAPgim Etf Tr
Recent Activity
New Position
0.1%
$270,336
5,280 shares@ $51.2 avg price
GBTCGrayscale Bitcoin Trust Etf
Recent Activity
New Position
0.08%
$235,754
3,185 shares@ $74.03 avg price