TrueMark Investments, LLC

13F Filings History

Latest 13F report: Q4 2024 - Feb 12, 2025
Value $: $313M
Signature - Title: Kyle Bubeck - Chief Compliance Officer
Location: Chicago, IL
Summary: This page shows a list of all the recent 13F filings made by TrueMark Investments, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. TrueMark Investments, LLC reported 179 stock holdings with total value $313M as of Q4 2024. Top holdings included ENB, VZ, BTI, PM, and ORCL.

Holdings Value

Name	Holdings Value	Location	File Number
EAGLE GLOBAL ADVISORS LLC	$2.44B	Houston, TX	028-06213
RIVERNORTH CAPITAL MANAGEMENT, LLC	$2.08B	West Palm Beach, FL	028-13256

Quarter	Holdings	Value $	Bought	Sold	Net	Top Holdings	Form Type	Date Filed
Q4 2024	179	$313M	+$109M	-$97.3M	+$11.4M	ENB, VZ, BTI, PM, ORCL	13F-HR	2/11/2025, 05:40 PM
Q3 2024	239	$312M	+$73.6M	-$59.7M	+$13.9M	NEE, BTI, VZ, PM, XOM	13F-HR	10/15/2024, 09:53 PM
Q2 2024	218	$293M	+$198M	-$10.1M	+$188M	NVDA, BTI, NEE, AVGO, C	13F-HR	7/29/2024, 04:04 PM
Q1 2024	90	$109M	+$20.9M	-$17.6M	+$3.36M	NVDA, C, AVGO, OWL, CRWD	13F-HR	4/15/2024, 02:33 PM
Q4 2023	99	$101M	$0	$0		UNH, VZ, NEE, BTI, AEP	13F-HR	1/11/2024, 10:53 AM

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