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| Happy Holidays!! thanks for using AUM13F!! |
| Truvestments Capital LLC
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| CRD # | 291297 |
| SEC # | 801-112243 |
| CIK # | 0001750405 |
| AUM | $601.2 M (2025-03-11) |
| Employees | 16 (100% Investors, 6% Brokers) |
| Phone | 941-753-3814 |
| Address | 5391 Lakewood Ranch Blvd N Sarasota, FL 34240 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001750405 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 28.5 | ||
| Broadcom Inc | 15.5 | ||
| Apple Inc | 8.7 | ||
| Microsoft Corp | 8.0 | ||
| Qualcomm Inc/DE | 7.1 | ||
| FPL Group Inc | 6.0 | ||
| Kinder Morgan Inc | 5.7 | ||
| Johnson & Johnson | 5.4 | ||
| Corning Inc /NY | 5.3 | ||
| Caterpillar Inc | 5.2 | ||
| Texas Instruments Inc | 5.2 | ||
| Caretrust REIT Inc | 5.1 | ||
| Ryder System Inc | 5.0 | ||
| VICI Properties Inc | 5.0 | ||
| Verizon Communications Inc | 4.9 | ||
| Ares Capital Corp | 4.9 | ||
| 3M Co | 4.9 | ||
| Abbott Laboratories | 4.9 | ||
| Simon Property Group Inc /DE/ | 4.8 | ||
| Morgan Stanley | 4.8 | ||
| Essential Properties Realty Trust Inc | 4.7 | ||
| Sixth Street Specialty Lending Inc | 4.6 | ||
| Starwood Property Trust Inc | 4.5 | ||
| NXP Semiconductors NV | 4.5 | ||
| Oracle Corp | 4.5 | ||
| Brookfield Infrastructure Corp | 4.5 | ||
| Lockheed Martin Corp | 4.5 | ||
| Greenbrier Companies Inc | 4.4 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,340 | 334.0 |
| (b) Individuals (high net worth individuals) | 128 | 267.0 |
| (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 | 5 | 0.3 |
| (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 | 2,712 | 601.2 |
| By Discretionary | ||
| Discretionary | 2,671 | 586.7 |
| Non-Discretionary | 41 | 14.6 |
| Total | 2,712 | 601.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 601.2 | |
| Total | 2,712 | 601.2 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001750405] |
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|---|---|---|
|
Tradewinds Capital Management LLC
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WA | 0.6 |
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Little House Capital LLC
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MA | 0.6 |
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SkyOak Wealth LLC
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MI | 0.6 |
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Clarity Wealth Advisors LLC
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CA | 0.6 |
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Providence Wealth Advisors LLC
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IL | 0.6 |
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Riverwater Partners LLC
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WI | 0.6 |
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Taiko Private Wealth
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IL | 0.6 |
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Vishria Bird Financial Group LLC
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TN | 0.6 |
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NVWM LLC
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PA | 0.6 |
|
Brady Martz Wealth Solutions LLC
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ND | 0.6 |