Dorothy L Broadhead

@Truewealth Advisors, Llc

Latest period2024 - Q4

Reported3d ago

Managed Assets$299.611M

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
MAMastercard Incorporated Recent Activity New Position	0.08%	$218,035 414 shares@ $526.66 avg price	New Position
SEICSei Invts Co Recent Activity New Position	0.08%	$217,747 2,640 shares@ $82.48 avg price	New Position
FMBFirst Tr Exch Traded Fd Iii Recent Activity New Position	0.07%	$206,700 4,052 shares@ $51.02 avg price	New Position