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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
AMZNAmazon Com Inc
Recent Activity
Increased 9.96%
0.61%
$1.824M
8,316 shares@ $219.39 avg price
IVVIshares Tr
Recent Activity
Increased 5.3%
0.6%
$1.781M
3,025 shares@ $588.64 avg price
TAt&t Inc
Recent Activity
Increased 0.05%
0.6%
$1.775M
77,963 shares@ $22.77 avg price
SCHPSchwab Strategic Tr
Recent Activity
Increased 92.78%
0.59%
$1.74M
67,381 shares@ $25.83 avg price
CVXChevron Corp New
Recent Activity
Increased 46.83%
0.57%
$1.679M
11,589 shares@ $144.85 avg price
SPLGSpdr Ser Tr
Recent Activity
Increased 2.06%
0.54%
$1.607M
23,309 shares@ $68.94 avg price
VZVerizon Communications Inc
Recent Activity
Increased 1.74%
0.49%
$1.463M
36,590 shares@ $39.99 avg price
LLYEli Lilly & Co
Recent Activity
Increased 60.35%
0.46%
$1.364M
1,767 shares@ $772.12 avg price
IUSBIshares Tr
Recent Activity
Increased 8.87%
0.44%
$1.318M
29,164 shares@ $45.21 avg price
CALFPacer Fds Tr
Recent Activity
Increased 17.87%
0.44%
$1.309M
29,753 shares@ $44.02 avg price