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  Name: TRUE Private Wealth Advisors
  City: SALEM
  State: OR
  Zip: 97301
   
Achive data
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $871,779,000
  Total Value Change : $81,707,000
  Securities Held Change : -6
   
All Securities Held : 284
  New Positions : 16
  Closed Positions : 22
  Increased Positions : 133
  Unchanged Positions : 21
  Decreased Positions : 114

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Holdings Found : 16     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
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 Ticker Company Name Position
Rank		 New/Closed
Postion
Last
Close
     Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
    % of Company    Industry
   (VYM)1 Year Chart         VYM Vanguard High Dividend Yiel... 56 New $118.59 $2,573,000 21,269 0.3% 2,573,000 21,269 0.006    Closed - End Fund - Debt
   (DYNF)1 Year Chart         DYNF Blackrock Us Equity Factor ... 65 New $44.09 $1,884,000 42,436 0.22% 1,884,000 42,436 0.472    N/A
   (PXMG)1 Year Chart         PXMG Invesco Russell Midcap Pure... 119 New $113.87 $753,000 6,551 0.09% 753,000 6,551 0.021    Closed - End Fund - Debt
   (BINC)1 Year Chart         BINC Blackrock Flexible Income Etf 129 New $0.00 $698,000 13,307 0.08% 698,000 13,307 0.015    N/A
   (SMOT)1 Year Chart         SMOT Vaneck Morningstar Smid Moa... 169 New $0.00 $472,000 13,852 0.05% 472,000 13,852 0.015    N/A
   (SCHX)1 Year Chart         SCHX Schwab Strategic Trust 238 New $61.28 $289,000 4,650 0.03% 289,000 4,650 0    Closed - End Fund - Debt
   (GSK)1 Year Chart         GSK GlaxoSmithKline Plc (ADR) 257 New $40.41 $229,000 5,341 0.03% 229,000 5,341 0    Drug Manufacturers - ...
   (PGR)1 Year Chart         PGR Progressive Corp 258 New $215.90 $227,000 1,098 0.03% 227,000 1,098 0.001    Property & Casualty I...
   (UBER)1 Year Chart         UBER Uber Technologies, Inc 261 New $66.40 $224,000 2,903 0.03% 224,000 2,903 0    N/A
   (AMD)1 Year Chart         AMD Advanced Micro Devices Inc 262 New $153.62 $223,000 1,236 0.03% 223,000 1,236 0    Semiconductor- Broad...
   (EW)1 Year Chart         EW Edwards Lifesciences Corp 267 New $29.04 $215,000 2,255 0.02% 215,000 2,255 0    Medical Appliances & ...
   (WM)1 Year Chart         WM Waste Management Inc 266 New $210.00 $215,000 1,007 0.02% 215,000 1,007 0.001    Waste Management
   (MPC)1 Year Chart         MPC Marathon Petroleum Corp 268 New $180.93 $215,000 1,068 0.02% 215,000 1,068 0    Oil & Gas Refining, P...
   (APP)1 Year Chart         APP Applovin Corp 271 New $74.00 $208,000 2,999 0.02% 208,000 2,999 0.001    N/A
   (QUBT)1 Year Chart         QUBT Quantum Computing Inc. 282 New $0.76 $16,000 15,718 0% 16,000 15,718 0.054    N/A
   (EVA)1 Year Chart         EVA Enviva Inc 283 New $0.53 $11,000 24,696 0% 11,000 24,696 0.037    N/A
      16 Records Found
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Page 1 of 1
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