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| Name: |
TruWealth Advisors LLC |
| City: |
METAIRIE |
| State: |
LA |
| Zip: |
70002 |
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data |
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Filing Period: |
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| Holdings
Found :
17 |
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Unchanged Positions |
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Page 1 of 1 |
Menu
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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 |
|
MDY |
Standrd Poor Mdcp 400 SPDR |
78 |
- |
$547.09 |
$1,285,000 |
2,309 |
0.09% |
113,000 |
0 |
0.005 |
Closed - End Fund - E... |
|
|
FXL |
First Trust Technology Alph... |
88 |
- |
$131.40 |
$809,000 |
5,998 |
0.06% |
41,000 |
0 |
0.025 |
Closed - End Fund - Debt |
|
|
SSO |
Ultra S&P500 ProShares |
117 |
- |
$76.13 |
$374,000 |
4,829 |
0.03% |
60,000 |
0 |
0.015 |
Closed - End Fund - E... |
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VLO |
Valero Energy Corp |
120 |
- |
$156.13 |
$359,000 |
2,103 |
0.03% |
86,000 |
0 |
0.001 |
Oil & Gas Refining, P... |
|
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QTEC |
First Trust NASDAQ-100-Tech... |
121 |
- |
$184.74 |
$357,000 |
1,874 |
0.02% |
28,000 |
0 |
0.008 |
Closed - End Fund - Debt |
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CFA |
Victory CEMP US 500 Volatil... |
122 |
- |
$80.14 |
$353,000 |
4,343 |
0.02% |
29,000 |
0 |
0.039 |
N/A |
|
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KLAC |
KLA-Tencor Corp |
123 |
- |
$718.27 |
$340,000 |
486 |
0.02% |
57,000 |
0 |
0 |
Semiconductor Equipme... |
|
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IVW |
ishares tr S&P 500 BARRA GR |
129 |
- |
$84.71 |
$283,000 |
3,352 |
0.02% |
31,000 |
0 |
0.001 |
Closed - End Fund - E... |
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COF |
Capital One Financial Corp |
134 |
- |
$142.56 |
$277,000 |
1,858 |
0.02% |
33,000 |
0 |
0 |
Credit Services |
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XLI |
SPDR Industrial Sector |
135 |
- |
$125.68 |
$275,000 |
2,180 |
0.02% |
27,000 |
0 |
0 |
Closed - End Fund - E... |
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ALL |
Allstate Corp |
139 |
- |
$172.71 |
$264,000 |
1,525 |
0.02% |
51,000 |
0 |
0 |
Property & Casualty I... |
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BP |
BP Plc (ADR) |
140 |
- |
$37.84 |
$261,000 |
6,936 |
0.02% |
15,000 |
0 |
0 |
Integrated Oil & Gas |
|
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J |
Jacobs Solutions Inc |
144 |
- |
$139.24 |
$250,000 |
1,624 |
0.02% |
39,000 |
0 |
0.001 |
Heavy Construction |
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CRM |
Salesforce.com Inc |
149 |
- |
$276.67 |
$239,000 |
792 |
0.02% |
31,000 |
0 |
0 |
Internet Software & S... |
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PM |
Philip Morris International... |
153 |
- |
$99.66 |
$224,000 |
2,444 |
0.02% |
-6,000 |
0 |
0 |
Cigarettes & Other To... |
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IBB |
iShares Tr Nasdaq Biotech |
156 |
- |
$133.40 |
$216,000 |
1,577 |
0.02% |
2,000 |
0 |
0.002 |
Closed - End Fund - E... |
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F |
Ford Motor Co |
164 |
- |
$12.50 |
$190,000 |
14,309 |
0.01% |
16,000 |
0 |
0 |
Auto Manufacturers |
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