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Scott Parker

@True Link Financial Advisors, Llc

Latest period2024 - Q4ReportedManaged Assets$1.191BTotal holdings73
Assets growth rate1.18%Assets growth rate (2-Q avg)5.22%Continuous growth in asset value10 quarters

Portfolio positions

This chart displays the top 10 holdings in True Link Financial Advisors, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 73 positions.

Assets under management

The assets under management (AUM) of True Link Financial Advisors, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 10 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 1.191B in assets, with a quarterly growth rate of 1.18% and a 2-quarter average growth rate of 5.22%. The portfolio is managed by Scott Parker, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
SYKStryker Corporation Com
Recent Activity
New Position
0.02%
$233,672
649 shares@ $360.05 avg price
CATHGlobal X S&p 500 Catholic Values Custom Etf
Recent Activity
New Position
0.02%
$227,680
3,214 shares@ $70.85 avg price
VTVVanguard Value Etf
Recent Activity
New Position
0.02%
$221,440
1,308 shares@ $169.3 avg price
VZVerizon Communications Inc Com
Recent Activity
New Position
0.02%
$218,465
5,463 shares@ $39.99 avg price
VVisa Inc Com Cl A
Recent Activity
New Position
0.02%
$208,270
659 shares@ $316.04 avg price
9285⤦Vivakor Inc Com New
Recent Activity
New Position
0%
$0
21,400 shares@ $0.0 avg price