TruWealth Advisors, LLC

13F Filings History

Latest 13F report
Q3 2024 - Oct 16, 2024
Value $
$1.63B
Signature - Title
Jennifer Valteau - Chief Compliance Officer
Location
Metairie, LA
Summary
This page shows a list of all the recent 13F filings made by TruWealth Advisors, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. TruWealth Advisors, LLC reported 164 stock holdings with total value $1.63B as of Q3 2024. Top holdings included VTI, JAAA, BSCO, IWF, and LQD.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 164 $1.63B +$108M -$5.86M +$102M VTI, JAAA, BSCO, IWF, LQD 13F-HR 10/16/2024, 03:29 PM
Q2 2024 158 $1.5B +$209M -$172M +$36.2M VTI, JAAA, BSCO, IWF, LQD 13F-HR 7/16/2024, 02:20 PM
Q1 2024 164 $1.43B +$115M -$51.9M +$63M VTI, IWF, JAAA, BSCO, LQD 13F-HR 4/15/2024, 10:22 AM
Q4 2023 151 $1.31B +$111M -$60.6M +$50.6M VTI, IWF, JAAA, BSCO, LQD 13F-HR 1/10/2024, 03:39 PM
Q3 2023 146 $1.16B +$93.4M -$69.2M +$24.2M VTI, JAAA, BSCO, AGG, LQD 13F-HR 10/10/2023, 04:36 PM
Q2 2023 148 $1.16B +$225M -$198M +$26.7M VTI, JAAA, AGG, BSCO, LQD 13F-HR 8/4/2023, 02:19 PM
Q1 2023 145 $1.09B +$138M -$105M +$32.9M VCSH, VTI, VUSB, LQD, BSCO 13F-HR 4/25/2023, 09:48 AM
Q4 2022 137 $1.02B +$85.4M -$50.6M +$34.8M VCSH, VTI, VUSB, GSY, BSCO 13F-HR 1/27/2023, 05:25 PM
Q3 2022 131 $945M +$133M -$68.4M +$64.4M VUSB, VCSH, VTI, GSY, IWF 13F-HR 10/24/2022, 04:17 PM
Q2 2022 133 $933M +$126M -$34M +$92.5M VUSB, VCSH, VTI, GSY, IWF 13F-HR 7/21/2022, 09:01 PM
Q1 2022 123 $962M +$230M -$217M +$13.3M VUSB, VTI, VCSH, GSY, IWF 13F-HR 4/27/2022, 05:25 PM
Q4 2021 123 $988M +$71M -$26.7M +$44.3M BSV, VTI, VCSH, DIAL, GSY 13F-HR 1/18/2022, 06:52 PM
Q3 2021 118 $897M +$70M -$8.35M +$61.7M BSV, VCSH, VTI, DIAL, GSY 13F-HR 10/29/2021, 05:14 PM
Q2 2021 115 $853M +$87.2M -$11.9M +$75.3M BSV, VCSH, VTI, DIAL, GSY 13F-HR 7/29/2021, 04:12 PM
Q1 2021 111 $736M +$121M -$70.8M +$50.2M BSV, VTI, VCSH, DIAL, GSY 13F-HR 5/10/2021, 05:24 PM
Q4 2020 109 $670M $0 $0 BSV, VTI, DIAL, VCSH, AGG 13F-HR 1/25/2021, 09:28 PM