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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
AXONAxon Enterprise Inc
Recent Activity
Increased 1.55%
0.21%
$625,819
1,053 shares@ $594.33 avg price
BSVVanguard Bd Index Fds
Recent Activity
Increased 0.13%
0.21%
$621,757
8,047 shares@ $77.27 avg price
QUALIshares Tr
Recent Activity
Increased 6.54%
0.2%
$586,596
3,294 shares@ $178.09 avg price
TPHDTimothy Plan
Recent Activity
Increased 15.73%
0.2%
$581,506
15,995 shares@ $36.36 avg price
TDGTransdigm Group Inc
Recent Activity
Increased 56.89%
0.19%
$548,732
433 shares@ $1267.28 avg price
SDVDFirst Tr Exch Traded Fd Iii
Recent Activity
Increased 15.88%
0.19%
$548,392
25,489 shares@ $21.52 avg price
FLRTPacer Fds Tr
Recent Activity
Increased 14.12%
0.19%
$543,723
11,437 shares@ $47.55 avg price
PRUPrudential Finl Inc
Recent Activity
Increased 10.25%
0.19%
$543,592
4,586 shares@ $118.54 avg price
ISRGIntuitive Surgical Inc
Recent Activity
Increased 27.09%
0.19%
$541,273
1,037 shares@ $521.97 avg price
WWJDNorthern Lts Fd Tr Iv
Recent Activity
Increased 15.1%
0.18%
$532,817
18,373 shares@ $29.0 avg price