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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 : 3     View All Holdings Currently Viewing:  Closed 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
   (BA)1 Year Chart         BA Boeing Co 167 Closed $181.25 $0 0 0% -8,580,000 -32,915 0    Aerospace/Defense - M...
   (XLP)1 Year Chart         XLP SPDR Consmr Stpls Sector 166 Closed $77.18 $0 0 0% -207,000 -2,876 0    Closed - End Fund - E...
   (BSV)1 Year Chart         BSV Vanguard Short-Term Bond 165 Closed $76.28 $0 0 0% -204,000 -2,649 0    Closed - End Fund - E...

      3 Records Found
  1    
Page 1 of 1
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