• 13F History

Truadvice, LLC

13F Filings History

Latest 13F report
Q3 2023 - Nov 13, 2023
Value $
$251M
Signature - Title
Christopher Sleight - CCO
Location
Sarasota, FL
Summary
This page shows a list of all the recent 13F filings made by Truadvice, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Truadvice, LLC reported 289 stock holdings with total value $251M as of Q3 2023. Top holdings included PSFF, SPY, QQQ, VUG, and IVV.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2023 289 $251M +$52.5M -$66.7M -$14.2M PSFF, SPY, QQQ, VUG, IVV 13F-HR 11/13/2023, 03:09 PM
Q2 2023 260 $272M +$63.7M -$30.7M +$33M PSFF, IVV, QQQ, SPY, SPYG 13F-HR 8/11/2023, 10:59 AM
Q1 2023 251 $252M +$122M -$33M +$89.4M PSFF, AGG, VGSH, SPY, IVV 13F-HR 5/1/2023, 01:54 PM
Q4 2022 159 $190M +$43.2M -$33.1M +$10.1M SCHD, DJIA, XYLD, PSFF, ULST 13F-HR 1/20/2023, 10:47 AM
Q3 2022 136 $160M +$36.4M -$22.2M +$14.1M SH, XYLD, PSQ, PSFF, IVV 13F-HR 11/7/2022, 09:45 AM
Q2 2022 138 $186M +$69M -$47.2M +$21.8M QYLD, XYLD, DJIA, PSFF, DIA 13F-HR 8/11/2022, 04:07 PM
Q1 2022 131 $178M +$84.1M -$2.36M +$81.8M IVE, DNP, QYLD, XYLD, IVV 13F-HR 5/10/2022, 04:24 PM
Q4 2021 105 $106M +$13.1M -$4.68M +$8.4M IVV, ESGU, RFCI, PSFF, RFDA 13F-HR 2/9/2022, 02:26 PM
Q3 2021 117 $109M +$2.02M -$360M -$358M RFCI, ESGU, RFDA, IVV, PSFF 13F-HR 11/9/2021, 03:48 PM
Q2 2021 300 $455M +$130M -$18.2M +$112M VEA, VUG, FFEB, VTV, ESGU 13F-HR 7/28/2021, 01:24 PM
Q1 2021 270 $338M +$68M -$80M -$12M VUG, VEA, FFEB, VTV, AAPL 13F-HR 4/30/2021, 01:25 PM
Q4 2020 265 $327M +$81.5M -$15.1M +$66.3M VUG, VEA, ESGU, VTV, GOVT 13F-HR 1/28/2021, 12:58 PM
Q3 2020 201 $243M VUG, VEA, ESGU, VTV, SPLG 13F-HR 10/22/2020, 12:06 PM