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Truadvice, LLC

13F
Truadvice, LLC
Last update 2023-11-14 221 Stocks (36 new)
Value $244.00 Mil Turnover 22 %
Countries:
Top Holdings: SRVR(6.39%)SPY(2.70%)QQQ(2.66%)VUG(2.35%)IVV(2.34%)
Summary Stock Picks Current Portfolio
Truadvice, LLC Top Holdings of 2023-09-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
SRVR
Pacer Data & Infrastructure Real Estate ETF
Pacer Data & Infrastructure Real Estate ETF
628,430
15,566.2
+12.05%
6.390
+0.69%
2.630
+13.68%
+11.58%
463.6
 
SPY
S&P 500 ETF TRUST ETF
14,966
6,594.4
-2.84%
2.700
-0.07%
0.000
+16.62%
+9.11%
655,857.5
 
QQQ
INVESCO QQQ Trust
17,169
6,496.6
-9.44%
2.660
-0.25%
0.000
+21.15%
+10.91%
360,588.3
 
VUG
Vanguard Growth ETF
19,886
5,736.7
+50.95%
2.350
+0.79%
0.010
+22.11%
+10.50%
166,131.7
 
IVV
iShares Core S&P 500 ETF
12,909
5,714.5
-25.06%
2.340
-0.74%
0.000
+16.64%
+9.16%
643,488.9
 
SPYG
SPDR Portfolio S&P 500 Growth ETF
71,883
4,404.3
-32.64%
1.810
-0.82%
0.020
+22.30%
+11.97%
39,170.6
 
AGG
iShares Core U.S. Aggregate Bond ETF
iShares Core U.S. Aggregate Bond ETF
44,992
4,227.4
-26.25%
1.730
-0.59%
0.010
+1.04%
+3.43%
128,085.6
 
BUFR
FT Cboe Vest Fund of Buffer ETFs
167,677
4,203.7
+2.64%
1.720
+0.04%
0.390
+10.95%
+6.28%
7,089.1
 
JEPI
JPMorgan Equity Premium Income ETF
76,360
4,108.2
+40.11%
1.690
+0.48%
0.020
+7.04%
+3.88%
41,304.0
 
TSLA
Tesla Inc
19,067
4,092.7
+1,596.35%
1.680
+1.58%
0.000
+16.75%
-24.98%
975,885.3
Vehicles & Parts

Truadvice, LLC's Historical Top Holdings Breakdowns

Truadvice, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
TSLA
Tesla Inc
2023-09-30
Add
Add
+1.58%
●
215.49 ($256.88) 293.34
$302.98
17.95%
Add 1596.35%
19,067
17,943
OVB
Overlay Shares Core Bond ETF
2023-09-30
New Buy
New Buy
+1.45%
●
19.58 ($20.25) 20.7
$20.23
-0.07%
New holding
181,796
181,796
OVL
Overlay Shares Large Cap Equity ETF
2023-09-30
New Buy
New Buy
+1.17%
●
33.83 ($35.62) 36.68
$49.48
38.92%
New holding
82,140
82,140
IEF
iShares 7-10 Year Treasury Bond ETF
2023-09-30
Reduce
Reduce
-1.12%
●
91.32 ($94.32) 97.13
$94.56
0.25%
Reduce -91.47%
2,859
-30,645
OVT
Overlay Shares Short Term Bond ETF
2023-09-30
New Buy
New Buy
+1.12%
●
21.12 ($21.42) 21.65
$21.95
2.47%
New holding
129,845
129,845
UFIV
US Treasury 5 Year Note ETF
2023-09-30
New Buy
New Buy
+1.00%
●
47.63 ($48.4) 49.24
$48.79
0.81%
New holding
51,147
51,147
EWW
iShares MSCI Mexico ETF
2023-09-30
Sold Out
Sold Out
-0.97%
●
57.96 ($61.96) 65.36
$60.65
-2.11%
Sold Out
0
-40,067
MTGP
WisdomTree Mortgage Plus Bond Fund
2023-09-30
Add
Add
+0.93%
●
41.52 ($42.72) 43.72
$43.72
2.34%
Add 688.06%
61,902
54,047
IVE
iShares S&P 500 Value ETF
2023-09-30
Reduce
Reduce
-0.85%
●
153.33 ($161.63) 166.75
$200.57
24.10%
Reduce -57.14%
10,201
-13,598
WAT
Waters Corp
2023-09-30
New Buy
New Buy
+0.85%
●
260.36 ($276.34) 296.73
$299.40
8.34%
New holding
8,056
8,056

Truadvice, LLC Total Holding History ($B)

To

Truadvice, LLC's Asset Allocation

To

Truadvice, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Truadvice, LLC's Hypothetical Growth since 2023-09-30

Truadvice, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Truadvice, LLC's Holdings Heat Map

Size field:

Truadvice, LLC's Holdings Bubble Chart

Truadvice, LLC News

  • 1

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