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 $116.60 million in total holdings as of March 31, 2025.Three Cord True Wealth Management, LLC owns shares of 27 different stocks, but just 7 companies or ETFs make up 80% of its holdings.Approximately 5.71% of the portfolio was purchased this quarter.About 0.79% of the portfolio was sold this quarter.This quarter, Three Cord True Wealth Management, LLC has purchased 27 new stocks and bought additional shares in 14 stocks.Three Cord True Wealth Management, LLC sold shares of 11 stocks and completely divested from 1 stock this quarter.Largest Holdings SPDR Portfolio S&P 500 Growth ETF $18,044,746Columbia Research Enhanced Core ETF $16,141,730Janus Henderson AAA CLO ETF $15,869,989Avantis U.S. Large Cap Value ETF $15,107,978First Trust Mid Cap Core AlphaDEX Fund $12,132,375 Largest New Holdings this Quarter 833034101 - Snap-on $204,565 Holding Largest Purchases this Quarter Columbia Research Enhanced Core ETF 45,799 shares (about $1.52M)Avantis U.S. Large Cap Value ETF 17,118 shares (about $1.12M)iShares Global 100 ETF 9,829 shares (about $946.44K)SPDR Portfolio S&P 500 Growth ETF 7,953 shares (about $639.18K)Janus Henderson AAA CLO ETF 11,620 shares (about $589.25K) Largest Sales this Quarter Invesco QQQ 653 shares (about $306.24K)Invesco NASDAQ 100 ETF 487 shares (about $94.00K)ProShares S&P 500 Aristocrats ETF 652 shares (about $66.62K)Small Cap US Equity Select ETF 2,345 shares (about $64.11K)iShares S&P 500 Growth ETF 662 shares (about $61.45K) Sector Allocation Over TimeMap of 500 Largest Holdings ofThree Cord True Wealth Management, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSPYGSPDR Portfolio S&P 500 Growth ETF$18,044,746$639,182 ▲3.7%224,52115.5%ETFRECSColumbia Research Enhanced Core ETF$16,141,730$1,520,986 ▲10.4%486,05013.8%ETFJAAAJanus Henderson AAA CLO ETF$15,869,989$589,250 ▲3.9%312,95613.6%ETFAVLVAvantis U.S. Large Cap Value ETF$15,107,978$1,116,264 ▲8.0%231,68213.0%ETFFNXFirst Trust Mid Cap Core AlphaDEX Fund$12,132,375$462,732 ▲4.0%111,32610.4%ManufacturingIOOiShares Global 100 ETF$11,794,898$946,438 ▲8.7%122,49310.1%ETFAVUVAvantis U.S. Small Cap Value ETF$8,207,718$471,065 ▲6.1%94,1587.0%ETFEDIVSPDR S&P Emerging Markets Dividend ETF$5,512,781$406,485 ▲8.0%154,4184.7%ETFNOBLProShares S&P 500 Aristocrats ETF$3,435,071$66,621 ▼-1.9%33,6182.9%ETFBILSPDR Bloomberg Barclays 1-3 Month T-Bill ETF$1,731,855$226,480 ▲15.0%18,8801.5%ETFQQQInvesco QQQ$1,186,493$306,237 ▼-20.5%2,5301.0%FinanceCTASCintas$1,080,266$5,755 ▲0.5%5,2560.9%Business ServicesRNSCSmall Cap US Equity Select ETF$882,763$64,113 ▼-6.8%32,2880.8%ETFSPEMSPDR Portfolio Emerging Markets ETF$815,534$3,464 ▼-0.4%20,7150.7%ETFAAPLApple$606,293$18,884 ▲3.2%2,7290.5%Computer and TechnologyDJDInvesco Dow Jones Industrial Average Dividend ETF$529,250$52,988 ▼-9.1%10,0180.5%ETFIAUiShares Gold Trust$513,837$33,607 ▼-6.1%8,7150.4%FinanceQQQMInvesco NASDAQ 100 ETF$508,624$94,004 ▼-15.6%2,6350.4%ETFMSFTMicrosoft$464,903$10,890 ▲2.4%1,2380.4%Computer and TechnologyVVisa$309,956$14,025 ▲4.7%8840.3%Business ServicesIVWiShares S&P 500 Growth ETF$273,571$61,454 ▼-18.3%2,9470.2%ETFQTECFirst Trust NASDAQ 100 Technology Index Fund$271,9690.0%1,5670.2%ManufacturingIWRiShares Russell Mid-Cap ETF$263,973$8,507 ▼-3.1%3,1030.2%ETFAMZNAmazon.com$248,099$14,079 ▼-5.4%1,3040.2%Retail/WholesaleIVViShares Core S&P 500 ETF$238,807$11,238 ▼-4.5%4250.2%ETFJPMJPMorgan Chase & Co.$225,684$19,625 ▲9.5%9200.2%FinanceSNASnap-on$204,565$204,565 ▲New Holding6070.2%Consumer DiscretionaryIJRiShares Core S&P Small-Cap ETF$0$206,704 ▼-100.0%00.0%ETFShowing 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. 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