TRUE Private Wealth Advisors
Top Portfolio Positions
134 positions ·
$244,045,561 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
99,540 | $25,262,256 | 10.35% | |
| IAU |
Ishares Gold Trust
|
205,656 | $18,130,632 | 7.43% | |
| NVDA |
Nvidia Corp
Technology
|
82,059 | $14,311,089 | 5.86% | |
| MSFT |
Microsoft Corp
Technology
|
31,692 | $11,731,427 | 4.81% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
45,743 | $9,526,894 | 3.90% | |
| JNJ |
Johnson & Johnson
Healthcare
|
29,284 | $7,158,180 | 2.93% | |
| XOM |
Exxon Mobil Corp
Energy
|
40,336 | $6,843,405 | 2.80% | |
| CVX |
Chevron Corp
Energy
|
32,905 | $6,808,044 | 2.79% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
22,425 | $6,596,538 | 2.70% | |
| LLY |
ELI LILLY & Co
Healthcare
|
6,898 | $6,344,573 | 2.60% |
Portfolio Trend
25 quarters · across all stocks
Holdings in STGW
Shares Held
Position Value (USD)
10 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $243,385 | 38,694 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $232,734 | 47,594 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $343,441 | 61,002 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $274,509 | 61,002 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $369,878 | 61,137 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $401,393 | 61,002 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $156,602 | 22,308 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $108,438 | 15,900 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $98,898 | 15,900 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $105,417 | 15,900 | Shares | Sole | 2024-01-30 | |
| No 13F history on record for this holder in this stock. | ||||||