test

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
GRMNGarmin Ltd
Recent Activity
Exited
0%
$388,010
2,204 shares@ $176.05 avg price
NFLXNetflix Inc
Recent Activity
Exited
0%
$387,971
547 shares@ $709.28 avg price
ZSZscaler Inc
Recent Activity
Exited
0%
$364,615
2,133 shares@ $170.94 avg price
PANWPalo Alto Networks Inc
Recent Activity
Exited
0%
$362,308
1,060 shares@ $341.8 avg price
KLACKla Corp
Recent Activity
Exited
0%
$346,170
447 shares@ $774.43 avg price
IRIngersoll Rand Inc
Recent Activity
Exited
0%
$342,284
3,487 shares@ $98.17 avg price
SMCISuper Micro Computer Inc
Recent Activity
Exited
0%
$246,925
593 shares@ $416.4 avg price
TGTTarget Corp
Recent Activity
Exited
0%
$244,571
1,569 shares@ $155.88 avg price
CHEChemed Corp New
Recent Activity
Exited
0%
$238,085
396 shares@ $601.23 avg price
VWOVanguard Intl Equity Index F
Recent Activity
Exited
0%
$235,771
4,927 shares@ $47.86 avg price