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Truvestments Capital LLC
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CRD # | 291297 |
SEC # | 801-112243 |
CIK # | 0001750405 |
AUM | $362.7 MM (2024-07-14) |
Employees | 12 (100% Investors, 8% Brokers) |
Phone | 941-753-3814 |
Address | 5391 Lakewood Ranch Blvd N Sarasota, FL 34240 |
Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
Total AUM ($MM) |
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Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
---|---|---|---|
AVGO | 201,282.9 | 7.6 | |
QCOM | 147,392.0 | 6.5 | |
AAPL | 2,382,844.0 | 6.3 | |
NVDA | 399,550.0 | 5.8 | |
NEE | 150,166.4 | 4.6 | |
PG | 338,108.9 | 4.5 | |
MSFT | 1,918,222.4 | 4.1 | |
SPG | 32,618.2 | 3.5 | |
ABBV | 269,466.6 | 3.4 | |
NXPI | 40,492.7 | 3.3 | |
View All |
Holdings by Sector ($MM) |
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AUM Breakdown | Accounts | AUM ($MM) |
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By Client Type | ||
(a) Individuals (other than high net worth individuals) | 792 | 259.9 |
(b) Individuals (high net worth individuals) | 46 | 102.8 |
(c) Banking or thrift institutions | 0 | 0.0 |
(d) Investment companies | 0 | 0.0 |
(e) Business development companies | 0 | 0.0 |
(f) Pooled investment vehicles | 0 | 0.0 |
(g) Pension and profit sharing plans | 0 | 0.0 |
(h) Charitable organizations | 0 | 0.0 |
(i) State or municipal government entities | 0 | 0.0 |
(j) Other investment advisers | 0 | 0.0 |
(k) Insurance companies | 0 | 0.0 |
(l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
(m) Corporations or other businesses not listed above | 0 | 0.0 |
(n) Other | 0 | 0.0 |
Total | 1,587 | 362.7 |
By Discretionary | ||
Discretionary | 1,167 | 288.2 |
Non-Discretionary | 420 | 74.4 |
Total | 1,587 | 362.7 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 362.7 | |
Total | 1,587 | 362.7 |
EDGAR Form | CIK | 2011 - 2024 |
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13F-HR | [0001750405] |
Comparable Firms | State | AUM ($BB) |
---|---|---|
Aurora Private Wealth Inc
✚
|
NJ | 0.4 |
Comprehensive Financial Planning Inc
✚
|
PA | 0.4 |
Capshift Advisors LLC
✚
|
MA | 0.4 |
Roth Financial Partners LLC
✚
|
TX | 0.4 |
Inlight Wealth Management LLC
✚
|
GA | 0.4 |
Pavion Blue Capital LLC
✚
|
CA | 0.4 |
Edge Financial Advisors LLC
✚
|
IL | 0.4 |
Strategic Asset Management Group Advisors Inc
✚
|
FL | 0.4 |
Tim Looney Investments LLC
✚
|
FL | 0.4 |
Tannin Capital LLC
✚
|
NC | 0.4 |