Top 50 Truadvice, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| PSFF | PACER FDS TR | 6.11% | 628.4K | $15.6M | +12.05%(+67.58K) | โ | 2023-09-30 | |
| SPY | SPDR S&P 500 ETF TR | 2.59% | 15.0K | $6.6M | -2.84%(-437) | โ | 2023-09-30 | |
| QQQ | INVESCO QQQ TR | 2.55% | 17.2K | $6.5M | -9.44%(-1.79K) | โ | 2023-09-30 | |
| VUG | VANGUARD INDEX FDS | 2.25% | 19.9K | $5.7M | +50.95%(+6.71K) | โ | 2023-09-30 | |
| IVV | ISHARES TR | 2.24% | 12.9K | $5.7M | -25.06%(-4.32K) | โ | 2023-09-30 | |
| SPYG | SPDR SER TR | 1.73% | 71.9K | $4.4M | -32.64%(-34.83K) | โ | 2023-09-30 | |
| AGG | ISHARES TR | 1.66% | 45.0K | $4.2M | -26.25%(-16.01K) | โ | 2023-09-30 | |
| BUFR | FIRST TR EXCHNG TRADED FD VI | 1.65% | 167.7K | $4.2M | +2.64%(+4.32K) | โ | 2023-09-30 | |
| JEPI | J P MORGAN EXCHANGE TRADED F | 1.61% | 76.4K | $4.1M | +40.11%(+21.86K) | โ | 2023-09-30 | |
| TSLA | TESLA INC | 1.61% | 19.1K | $4.1M | +1596.35%(+17.94K) | โ | 2023-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | โ | โ | โ | โ |
| Top 20 Holdings Unweighted | โ | โ | โ | โ |
Truadvice, Llc reports $254.83M in US-listed equity holdings across 231 positions in its most recent 13F filing. Its largest disclosed positions are PSFF (6.1%), SPY (2.6%) and QQQ (2.5%). Figures reflect the Q3 2023 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Truadvice, Llcโs Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1810512). View Truadvice, Llcโs 13F filings on SEC