HoldingsChannel.com
TRUE Private Wealth Advisors Top Holdings
As of  09/30/2022, below is a summary of the TRUE Private Wealth Advisors top holdings by largest position size, as per the latest 13f filing made by TRUE Private Wealth Advisors. In the TRUE Private Wealth Advisors-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares held by TRUE Private Wealth Advisors in that top holding, then the share count change between reporting periods, and finally the TRUE Private Wealth Advisors top holding position size for that row.

   EntityAmountChange
 06/30/2022 to 09/30/2022
Position Size
($ in 1000's)
ISHARES 13 YEAR TREASURY BOND ETF (SHY) 1,919,213 +928,712 $155,859
     SHY1,919,213+928,712$155,859
ISHARES CORE SP TOTAL U.S. STOCK MARKET ETF (ITOT) 900,602 +37,350 $71,633
     ITOT900,602+37,350$71,633
ISHARES SHORT TREASURY BOND ETF (SHV) 552,909 +135,138 $60,820
     SHV552,909+135,138$60,820
ISHARES CORE U.S. AGGREGATE BOND ETF (AGG) 346,944 +346,944 $33,424
     AGG346,944+346,944$33,424
ISHARES RUSSELL 1000 VALUE ETF (IWD) 241,988 +7,883 $32,907
     IWD241,988+7,883$32,907
APPLE INC COM 170,906 -2,922 $23,619
     AAPL170,906-2,922$23,619
ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF (IXUS) 457,833 +41,219 $23,312
     IXUS457,833+41,219$23,312
PACER US CASH COWS 100 ETF (COWZ) 418,249 +36,681 $17,156
     COWZ418,249+36,681$17,156
MICROSOFT CORP COM 53,128 +546 $12,373
     MSFT53,128+546$12,373
VANGUARD INFORMATION TECHNOLOGY ETF (VGT) 24,949 +2,561 $7,668
     VGT24,949+2,561$7,668
AMAZON COM INC COM 60,492 +3,748 $6,835
     AMZN60,492+3,748$6,835
DIREXION DAILY 20 YEAR TREASURY BEAR 3X SHARES (TMV) 47,992 +79 $6,414
     TMV47,992+79$6,414
PFIZER INC COM 129,268 +5,814 $5,656
     PFE129,268+5,814$5,656
ISHARES CORE TOTAL USD BOND MARKET ETF (IUSB) 115,530 +1,249 $5,141
     IUSB115,530+1,249$5,141
ISHARES CORE SP 500 ETF (IVV) 13,373 +943 $4,796
     IVV13,373+943$4,796
CHEVRON CORP NEW COM 33,246 +2,320 $4,776
     CVX33,246+2,320$4,776
ISHARES CORE GROWTH ALLOCATION ETF (AOR) 105,140 -3,756 $4,708
     AOR105,140-3,756$4,708
BERKSHIRE HATHAWAY INC DEL CL B NEW      $4,523
     BRK.B15,419+1,243$4,117
     BRK.A1UNCH$406
ABBVIE INC COM 32,775 +2,936 $4,398
     ABBV32,775+2,936$4,398
PEPSICO INC COM 26,748 +1,073 $4,366
     PEP26,748+1,073$4,366
ISHARES U.S. TREASURY BOND ETF (GOVT) 189,481 +43,127 $4,312
     GOVT189,481+43,127$4,312
EXXON MOBIL CORP COM 47,616 +6,682 $4,157
     XOM47,616+6,682$4,157
JPMORGAN CHASE CO COM 37,320 +3,857 $3,899
     JPM37,320+3,857$3,899
LILLY ELI CO COM 11,908 +155 $3,850
     LLY11,908+155$3,850
BRISTOLMYERS SQUIBB CO COM 53,732 +2,920 $3,819
     BMY53,732+2,920$3,819
VANGUARD HEALTH CARE ETF (VHT) 16,837 +392 $3,766
     VHT16,837+392$3,766
COSTCO WHSL CORP NEW COM 7,427 +62 $3,507
     COST7,427+62$3,507
TESLA INC COM 12,793 +8,258 $3,393
     TSLA12,793+8,258$3,393
CONSUMER DISCRETIONARY SELECT SECTOR SPDR FUND (XLY) 23,141 +773 $3,296
     XLY23,141+773$3,296
RAYTHEON TECHNOLOGIES CORP COM 40,070 +2,120 $3,280
     RTX40,070+2,120$3,280
ALPHABET INC CAP STK CL A 34,237 +32,496 $3,274
     GOOGL34,237+32,496$3,274
3M CO COM 29,210 +6,186 $3,227
     MMM29,210+6,186$3,227
FINANCIAL SELECT SECTOR SPDR FUND (XLF) 100,891 +5,031 $3,063
     XLF100,891+5,031$3,063
GOLDMAN SACHS GROUP INC COM 10,175 +281 $2,981
     GS10,175+281$2,981
EMERSON ELEC CO COM 40,221 +2,361 $2,945
     EMR40,221+2,361$2,945
JOHNSON JOHNSON COM 17,901 -9 $2,924
     JNJ17,901-9$2,924
BK OF AMERICA CORP COM 93,958 +13,639 $2,837
     BAC93,958+13,639$2,837
ISHARES SELECT DIVIDEND ETF (DVY) 26,376 -4,800 $2,828
     DVY26,376-4,800$2,828
ISHARES ESG AWARE MSCI USA ETF (ESGU) 34,877 +95 $2,769
     ESGU34,877+95$2,769
DUTCH BROS INC CL A 88,075 +54,460 $2,743
     BROS88,075+54,460$2,743
COMMUNICATION SERVICES SELECT SECTOR SPDR FUND (XLC) 56,883 +3,427 $2,724
     XLC56,883+3,427$2,724
ISHARES MBS ETF (MBB) 25,543 -1,814 $2,339
     MBB25,543-1,814$2,339
PROSHARES ULTRASHORT SP500 (SDS) 42,050 +6,000 $2,294
     SDS42,050+6,000$2,294
US BANCORP DEL COM NEW 54,913 +618 $2,214
     USB54,913+618$2,214
INDUSTRIAL SELECT SECTOR SPDR FUND (XLI) 25,631 +553 $2,123
     XLI25,631+553$2,123
EASTMAN CHEM CO COM 29,560 +5,141 $2,100
     EMN29,560+5,141$2,100
PROSHARES SHORT 20 YEAR TREASURY (TBF) 90,653 -32,124 $2,021
     TBF90,653-32,124$2,021
ISHARES TIPS BOND ETF (TIP) 18,873 -316,669 $1,979
     TIP18,873-316,669$1,979
NIKE INC CL B 23,128 +197 $1,922
     NKE23,128+197$1,922
ALPHABET INC CAP STK CL C 19,878 +18,885 $1,911
     GOOG19,878+18,885$1,911

See Full List: All Stocks Held By TRUE Private Wealth Advisors
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By TRUE Private Wealth Advisors

Size ($ in 1000's)
At 09/30/2022: $660,720
At 06/30/2022: $687,273

TRUE Private Wealth Advisors holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from TRUE Private Wealth Advisors 13F filings. Link to 13F filings: SEC filings

TRUE Private Wealth Advisors Top Holdings 13F Filings | www.HoldingsChannel.com

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