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  Name: TruWealth Advisors LLC
  City: METAIRIE
  State: LA
  Zip: 70002
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $1,433,722,000
  Total Value Change : $123,862,000
  Securities Held Change : 13
   
All Securities Held : 164
  New Positions : 16
  Closed Positions : 3
  Increased Positions : 92
  Unchanged Positions : 17
  Decreased Positions : 39

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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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
   (MPC)1 Year Chart         MPC Marathon Petroleum Corp 32 New $179.56 $13,983,000 69,393 0.98% 13,983,000 69,393 0.011    Oil & Gas Refining, P...
   (SMH)1 Year Chart         SMH Vaneck Vectors Semiconducto... 35 New $208.63 $12,307,000 54,698 0.86% 12,307,000 54,698 0.061    N/A
   (IBM)1 Year Chart         IBM International Business Mach... 44 New $167.15 $9,238,000 48,378 0.64% 9,238,000 48,378 0.005    Diversified Computer ...
   (JMUB)1 Year Chart         JMUB Jpmorgan Municipal Etf 56 New $0.00 $3,886,000 76,580 0.27% 3,886,000 76,580 0.085    N/A
   (ORCC)1 Year Chart         ORCC Owl Rock Capital Corp 87 New $0.00 $810,000 52,644 0.06% 810,000 52,644 0.014    N/A
   (IJT)1 Year Chart         IJT iShares S&P SC600 BR Gr Indx 105 New $129.89 $469,000 3,589 0.03% 469,000 3,589 0.008    Closed - End Fund - E...
   (DIS)1 Year Chart         DIS Walt Disney Co 119 New $105.79 $367,000 2,997 0.03% 367,000 2,997 0    Entertainment - Diver...
   (FDVV)1 Year Chart         FDVV Fidelity High Dividend Etf 138 New $0.00 $265,000 5,857 0.02% 265,000 5,857 0.03    N/A
   (GE)1 Year Chart         GE General Electric Co 142 New $163.38 $259,000 1,477 0.02% 259,000 1,477 0    Conglomerates
   (MCK)1 Year Chart         MCK McKesson Corp 152 New $531.10 $229,000 426 0.02% 229,000 426 0    Drugs Wholesale
   (PSX)1 Year Chart         PSX Phillips 66 157 New $145.60 $212,000 1,299 0.01% 212,000 1,299 0    Oil & Gas Refining, P...
   (FXD)1 Year Chart         FXD First Trust Consumer Disc A... 160 New $61.05 $211,000 3,265 0.01% 211,000 3,265 0    Closed - End Fund - Debt
   (ACM)1 Year Chart         ACM Aecom Technology Corp 158 New $93.05 $211,000 2,148 0.01% 211,000 2,148 0.014    Technical Services
   (EQWM)1 Year Chart         EQWM Invesco Russell Midcap Equa... 159 New $107.31 $211,000 1,922 0.01% 211,000 1,922 0    N/A
   (VOOG)1 Year Chart         VOOG Vanguard S&P 500 Growth Etf 161 New $305.54 $210,000 690 0.01% 210,000 690 0.003    N/A
   (BSCV)1 Year Chart         BSCV Invesco Bulletshares 2031 C... 163 New $0.00 $191,000 11,851 0.01% 191,000 11,851 0.075    N/A
      16 Records Found
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