TRUE Private Wealth Advisors

13F Filings History

Latest 13F report
Q4 2024 - Feb 13, 2025
Value $
$824M
Signature - Title
Steve Altman - CCO
Location
Salem, OR
Summary
This page shows a list of all the recent 13F filings made by TRUE Private Wealth Advisors. Form 13F is required to be filed within 45 days of the end of a calendar quarter. TRUE Private Wealth Advisors reported 224 stock holdings with total value $824M as of Q4 2024. Top holdings included IXUS, AGZ, RSP, FLOT, and FDL.
Holdings Value