13F Filings History of Truadvice, LLC

Latest 13F report
Q3 2023 - 13 Nov 2023
Value $
$252,466,179
Signature - Title
Christopher Sleight - CCO
Location
Sarasota, FL
Summary
This page shows a list of all the recent 13F filings made by Truadvice, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Truadvice, LLC reported 230 stock holdings with total value $252,466,179 as of Q3 2023. Top holdings included PSFF, SPY, QQQ, VUG, and IVV.

Notify me when Truadvice, LLC files a new 13F portfolio report.

⭐ Subscribe ⭐
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q3 2023 230 $252,466,179 +$53,151,116 -$66,716,841 -$13,565,725 PSFF, SPY, QQQ, VUG, IVV 13F-HR 13 Nov 2023, 15:09
Q2 2023 260 $271,956,263 +$63,697,018 -$51,838,472 +$11,858,546 PSFF, IVV, QQQ, SPY, SPYG 13F-HR 11 Aug 2023, 10:59
Q1 2023 251 $252,364,501 +$122,351,020 -$62,092,596 +$60,258,424 PSFF, AGG, VGSH, SPY, IVV 13F-HR 01 May 2023, 13:54
Q4 2022 159 $189,873,963 +$43,161,599 -$36,153,513 +$7,008,086 SCHD, DJIA, XYLD, PSFF, ULST 13F-HR 20 Jan 2023, 11:47
Q3 2022 140 $176,298,000 +$41,614,481 -$44,605,520 -$2,991,039 SH, DJIA, XYLD, PSQ, PSFF 13F-HR 07 Nov 2022, 10:45
Q2 2022 143 $186,507,000 +$68,998,905 -$57,143,906 +$11,854,999 QYLD, XYLD, DJIA, PSFF, DIA 13F-HR 11 Aug 2022, 16:07
Q1 2022 134 $178,161,000 +$84,317,462 -$4,821,426 +$79,496,036 IVE, DNP, QYLD, XYLD, IVV 13F-HR 10 May 2022, 16:24
Q4 2021 107 $105,702,000 +$13,072,837 -$11,514,184 +$1,558,653 IVV, ESGU, RFCI, PSFF, RFDA 13F-HR 09 Feb 2022, 15:26
Q3 2021 117 $108,733,000 +$2,018,348 -$361,559,727 -$359,541,379 RFCI, ESGU, RFDA, IVV, PSFF 13F-HR 09 Nov 2021, 15:48
Q2 2021 302 $455,459,000 +$130,388,599 -$18,244,722 +$112,143,877 VEA, VUG, FFEB, VTV, ESGU 13F-HR 28 Jul 2021, 13:24
Q1 2021 271 $337,345,000 +$67,706,813 -$80,006,651 -$12,299,838 VUG, VEA, FFEB, VTV, AAPL 13F-HR 30 Apr 2021, 13:25
Q4 2020 268 $327,377,000 +$81,465,044 -$20,613,862 +$60,851,182 VUG, VEA, ESGU, VTV, GOVT 13F-HR 28 Jan 2021, 13:58
Q3 2020 201 $244,734,000 $0 $0 $0 VUG, VEA, ESGU, VTV, SPLG 13F-HR 22 Oct 2020, 12:06