Three Cord True Wealth Management, LLC Top Holdings and 13F Report (2025) About Three Cord True Wealth Management, LLCInvestment ActivityThree Cord True Wealth Management, LLC has $115.60 million in total holdings as of December 31, 2024.Three Cord True Wealth Management, LLC owns shares of 27 different stocks, but just 7 companies or ETFs make up 80% of its holdings.Largest Holdings SPDR Portfolio S&P 500 Growth ETF $19,036,386Janus Henderson AAA CLO ETF $15,280,719Columbia Research Enhanced Core ETF $15,241,513Avantis U.S. Large Cap Value ETF $14,326,450First Trust Mid Cap Core AlphaDEX Fund $12,391,239 Sector AllocationMap of 500 Largest Holdings ofThree Cord True Wealth Management, LLC Selling Neutral Buying Latest 13F HoldingsIssuer NameHoldings ValueShares Held% of PortfolioSectorSPYGSPDR Portfolio S&P 500 Growth ETF$19,036,386216,56816.5%ETFJAAAJanus Henderson AAA CLO ETF$15,280,719301,33613.2%ETFRECSColumbia Research Enhanced Core ETF$15,241,513440,25113.2%ETFAVLVAvantis U.S. Large Cap Value ETF$14,326,450214,56412.4%ETFFNXFirst Trust Mid Cap Core AlphaDEX Fund$12,391,239107,08010.7%ManufacturingIOOiShares Global 100 ETF$11,353,191112,6649.8%ETFAVUVAvantis U.S. Small Cap Value ETF$8,567,38788,7547.4%ETFEDIVSPDR S&P Emerging Markets Dividend ETF$5,045,451143,0324.4%ETFNOBLProShares S&P 500 Aristocrats ETF$3,411,53634,2703.0%ETFQQQInvesco QQQ$1,627,3843,1831.4%FinanceBILSPDR Bloomberg Barclays 1-3 Month T-Bill ETF$1,500,43916,4111.3%ETFRNSCSmall Cap US Equity Select ETF$1,029,13534,6330.9%ETFCTASCintas$955,1565,2280.8%Business ServicesSPEMSPDR Portfolio Emerging Markets ETF$798,19620,8030.7%ETFAAPLApple$662,2222,6440.6%Computer and TechnologyQQQMInvesco NASDAQ 100 ETF$656,9943,1220.6%ETFDJDInvesco Dow Jones Industrial Average Dividend ETF$558,91911,0210.5%ETFMSFTMicrosoft$509,6211,2090.4%Computer and TechnologyIAUiShares Gold Trust$459,7029,2850.4%FinanceIVWiShares S&P 500 Growth ETF$366,4213,6090.3%ETFAMZNAmazon.com$302,3211,3780.3%Retail/WholesaleQTECFirst Trust NASDAQ 100 Technology Index Fund$295,0351,5670.3%ManufacturingIWRiShares Russell Mid-Cap ETF$283,1453,2030.2%ETFVVisa$266,7208440.2%Business ServicesIVViShares Core S&P 500 ETF$261,9634450.2%ETFIJRiShares Core S&P Small-Cap ETF$206,7041,7940.2%ETFJPMJPMorgan Chase & Co.$201,3078400.2%FinanceShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
