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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
JPMJpmorgan Chase & Co. Com
Recent Activity
Increased 4.18%
0.03%
$299,158
1,248 shares@ $239.71 avg price
HPEHewlett Packard Enterprise Co Com
Recent Activity
Increased 4.32%
0.03%
$289,207
13,546 shares@ $21.35 avg price
AMZNAmazon Com Inc Com
Recent Activity
Increased 1.67%
0.03%
$268,533
1,224 shares@ $219.39 avg price
VIGVanguard Dividend Appreciation Etf
Recent Activity
Increased 21.98%
0.03%
$254,371
1,299 shares@ $195.83 avg price
FEFirstenergy Corp Com
Recent Activity
Increased 0.99%
0.02%
$219,785
5,525 shares@ $39.79 avg price