Truadvice, LLC current holdings: USA Stocks
Truadvice, LLC reported $0.05 billion in share positions in stocks (listed in the US), 70 positions, in its Form 13F for the quarter ended 2023-09-30; the largest are TSLA, MSFT, WAT.
- TSLA: Country of operation United States; Class COM; Shares 19,067; Value $4,092,732.
- MSFT: Country of operation United States; Class COM; Shares 7,969; Value $2,945,972.
- WAT: Country of operation United States; Class COM; Shares 8,056; Value $2,061,692.
- AMZN: Country of operation United States; Class COM; Shares 14,197; Value $2,038,121.
Form 13F-HR as filed (SEC CIK 1810512): quarter ended 2023-09-30, filed 2023-11-13. The manager files one row per sub-manager; rows for the same security, class and put/call are added together.
Performance is each holding's price change from its close on the 2023-09-30 quarter end to its latest retained close (2026-09-29, or the date shown for a stock that stopped trading). Price only; dividends are not included. A stock that split in the period is restated by the split ratio in its own Form 8-K; a dash marks a holding with no retained closes.
| Stock | Country of operation | Class | Shares | Value | % of listed | Quarter end | Filed | Performance |
|---|---|---|---|---|---|---|---|---|
| TSLA TESLA INC | United States | COM | 19,067 | $4,092,732 | 7.98% | 2023-09-30 | 2023-11-13 | +41.01% |
| MSFT MICROSOFT CORP | United States | COM | 7,969 | $2,945,972 | 5.74% | 2023-09-30 | 2023-11-13 | +61.19% |
| WAT WATERS CORP | United States | COM | 8,056 | $2,061,692 | 4.02% | 2023-09-30 | 2023-11-13 | +61.65% |
| AMZN AMAZON COM INC | United States | COM | 14,197 | $2,038,121 | 3.97% | 2023-09-30 | 2023-11-13 | +94.04% |
| AAPL APPLE INC | United States | COM | 10,657 | $1,986,461 | 3.87% | 2023-09-30 | 2023-11-13 | |
| MCD MCDONALDS CORP | United States | COM | 7,127 | $1,908,607 | 3.72% | 2023-09-30 | 2023-11-13 | -11.18% |
| XOMXXXX EXXON MOBIL CORP | COM | 15,643 | $1,622,913 | 3.16% | 2023-09-30 | 2023-11-13 | ||
| IAU ISHARES GOLD TR | United States | ISHARES NEW | 42,818 | $1,568,852 | 3.06% | 2023-09-30 | 2023-11-13 | +124.41% |
| GOOG ALPHABET INC | United States | CAP STK CL C | 9,947 | $1,333,495 | 2.60% | 2023-09-30 | 2023-11-13 | +155.84% |
| GLD SPDR GOLD TR | United States | GOLD SHS | 7,234 | $1,298,575 | 2.53% | 2023-09-30 | 2023-11-13 | +123.32% |
| LLY ELI LILLY & CO | United States | COM | 1,835 | $1,096,798 | 2.14% | 2023-09-30 | 2023-11-13 | +120.55% |
| BRKB BERKSHIRE HATHAWAY INC DEL | CL B NEW | 2,988 | $1,047,473 | 2.04% | 2023-09-30 | 2023-11-13 | ||
| GAP GAP INC | United States | COM | 77,412 | $1,043,511 | 2.03% | 2023-09-30 | 2023-11-13 | +121.45% |
| SBUX STARBUCKS CORP | United States | COM | 9,139 | $953,435 | 1.86% | 2023-09-30 | 2023-11-13 | +4.56% |
| CRSP CRISPR THERAPEUTICS AG | NAMEN AKT | 17,148 | $911,588 | 1.78% | 2023-09-30 | 2023-11-13 | +23.38% | |
| IAUM ISHARES GOLD TR | United States | SHARES REPRESENT | 46,572 | $900,702 | 1.76% | 2023-09-30 | 2023-11-13 | +125.58% |
| CMCSA COMCAST CORP NEW | United States | CL A | 21,473 | $899,938 | 1.75% | 2023-09-30 | 2023-11-13 | -48.03% |
| CRM SALESFORCE INC | United States | COM | 4,075 | $870,542 | 1.70% | 2023-09-30 | 2023-11-13 | +11.11% |
| JNJ JOHNSON & JOHNSON | United States | COM | 5,893 | $867,703 | 1.69% | 2023-09-30 | 2023-11-13 | +71.79% |
| PG PROCTER AND GAMBLE CO | United States | COM | 5,287 | $800,536 | 1.56% | 2023-09-30 | 2023-11-13 | +1.69% |
| USB US BANCORP DEL | United States | COM NEW | 23,280 | $796,185 | 1.55% | 2023-09-30 | 2023-11-13 | +75.86% |
| BNS BANK NOVA SCOTIA HALIFAX | COM | 18,171 | $776,810 | 1.51% | 2023-09-30 | 2023-11-13 | +102.83% | |
| CSCO CISCO SYS INC | United States | COM | 14,156 | $744,464 | 1.45% | 2023-09-30 | 2023-11-13 | +98.92% |
| PEP PEPSICO INC | United States | COM | 4,000 | $667,680 | 1.30% | 2023-09-30 | 2023-11-13 | -24.05% |
| BA BOEING CO | United States | COM | 3,210 | $631,247 | 1.23% | 2023-09-30 | 2023-11-13 | -2.09% |
| NKE NIKE INC | United States | CL B | 5,624 | $596,764 | 1.16% | 2023-09-30 | 2023-11-13 | -62.52% |
| ACN ACCENTURE PLC IRELAND | SHS CLASS A | 1,839 | $587,910 | 1.15% | 2023-09-30 | 2023-11-13 | -42.33% | |
| CVX CHEVRON CORP NEW | United States | COM | 4,089 | $584,571 | 1.14% | 2023-09-30 | 2023-11-13 | +21.21% |
| PAYX PAYCHEX INC | United States | COM | 4,855 | $560,413 | 1.09% | 2023-09-30 | 2023-11-13 | -13.89% |
| SLV ISHARES SILVER TR | United States | ISHARES | 26,089 | $530,650 | 1.03% | 2023-09-30 | 2023-11-13 | +172.76% |
| ADP AUTOMATIC DATA PROCESSING IN | United States | COM | 2,316 | $529,183 | 1.03% | 2023-09-30 | 2023-11-13 | +8.82% |
| APD AIR PRODS & CHEMS INC | United States | COM | 1,848 | $490,570 | 0.96% | 2023-09-30 | 2023-11-13 | -1.49% |
| WMT WALMART INC | United States | COM | 2,918 | $484,930 | 0.95% | 2023-09-30 | 2023-11-13 | +100.34% |
| SMG SCOTTS MIRACLE-GRO CO | United States | CL A | 9,522 | $476,100 | 0.93% | 2023-09-30 | 2023-11-13 | -4.22% |
| CM CANADIAN IMPERIAL BK COMM TO | COM | 12,506 | $471,226 | 0.92% | 2023-09-30 | 2023-11-13 | +189.33% | |
| TSN TYSON FOODS INC | United States | CL A | 9,769 | $458,655 | 0.89% | 2023-09-30 | 2023-11-13 | +0.97% |
| META META PLATFORMS INC | United States | CL A | 1,349 | $443,511 | 0.86% | 2023-09-30 | 2023-11-13 | +146.09% |
| BR BROADRIDGE FINL SOLUTIONS IN | United States | COM | 2,492 | $441,385 | 0.86% | 2023-09-30 | 2023-11-13 | -10.11% |
| WM WASTE MGMT INC DEL | United States | COM | 2,524 | $433,547 | 0.85% | 2023-09-30 | 2023-11-13 | +35.85% |
| MAS MASCO CORP | United States | COM | 7,615 | $427,735 | 0.83% | 2023-09-30 | 2023-11-13 | +27.91% |
| CAT CATERPILLAR INC | United States | COM | 1,782 | $427,149 | 0.83% | 2023-09-30 | 2023-11-13 | +202.80% |
| MRK MERCK & CO INC | United States | COM | 4,049 | $410,546 | 0.80% | 2023-09-30 | 2023-11-13 | +45.00% |
| KO COCA COLA CO | United States | COM | 7,031 | $398,773 | 0.78% | 2023-09-30 | 2023-11-13 | +55.13% |
| GRMN GARMIN LTD | SHS | 3,243 | $378,199 | 0.74% | 2023-09-30 | 2023-11-13 | +175.88% | |
| MTCH MATCH GROUP INC NEW | United States | COM | 12,026 | $357,172 | 0.70% | 2023-09-30 | 2023-11-13 | +2.45% |
| NVDA NVIDIA CORPORATION | United States | COM | 718 | $347,125 | 0.68% | 2023-09-30 | 2023-11-13 | +422.32% |
| KHC KRAFT HEINZ CO | United States | COM | 10,326 | $339,607 | 0.66% | 2023-09-30 | 2023-11-13 | -30.29% |
| JPM JPMORGAN CHASE & CO | United States | COM | 2,319 | $339,571 | 0.66% | 2023-09-30 | 2023-11-13 | +130.99% |
| HAS HASBRO INC | United States | COM | 7,601 | $327,679 | 0.64% | 2023-09-30 | 2023-11-13 | +33.44% |
| ABT ABBOTT LABS | United States | COM | 3,454 | $324,572 | 0.63% | 2023-09-30 | 2023-11-13 | +4.23% |
| HD HOME DEPOT INC | United States | COM | 1,079 | $314,626 | 0.61% | 2023-09-30 | 2023-11-13 | -4.67% |
| GOOGL ALPHABET INC | United States | CAP STK CL A | 2,260 | $299,653 | 0.58% | 2023-09-30 | 2023-11-13 | +160.52% |
| SAM BOSTON BEER INC | United States | CL A | 873 | $293,939 | 0.57% | 2023-09-30 | 2023-11-13 | -58.29% |
| AGNT EXP WORLD HLDGS INC | United States | COM | 23,767 | $290,433 | 0.57% | 2023-09-30 | 2023-11-13 | -78.14% |
| PECO PHILLIPS EDISON & CO INC | United States | COMMON STOCK | 8,575 | $287,949 | 0.56% | 2023-09-30 | 2023-11-13 | +12.25% |
| COP CONOCOPHILLIPS | United States | COM | 2,472 | $285,788 | 0.56% | 2023-09-30 | 2023-11-13 | +4.71% |
| F FORD MTR CO DEL | United States | COM | 28,887 | $284,827 | 0.56% | 2023-09-30 | 2023-11-13 | -0.97% |
| DIS DISNEY WALT CO | United States | COM | 3,179 | $280,580 | 0.55% | 2023-09-30 | 2023-11-13 | +30.06% |
| AMGN AMGEN INC | United States | COM | 959 | $256,350 | 0.50% | 2023-09-30 | 2023-11-13 | +57.63% |
| ABBV ABBVIE INC | United States | COM | 1,846 | $255,837 | 0.50% | 2023-09-30 | 2023-11-13 | +76.63% |
| IBM INTERNATIONAL BUSINESS MACHS | United States | COM | 1,676 | $249,823 | 0.49% | 2023-09-30 | 2023-11-13 | +56.80% |
| BX BLACKSTONE INC | United States | COM | 2,500 | $246,600 | 0.48% | 2023-09-30 | 2023-11-13 | +6.40% |
| GD GENERAL DYNAMICS CORP | United States | COM | 949 | $231,129 | 0.45% | 2023-09-30 | 2023-11-13 | +50.40% |
| AVGO BROADCOM INC | United States | COM | 241 | $230,762 | 0.45% | 2023-09-30 | 2023-11-13 | +327.52% |
| VZ VERIZON COMMUNICATIONS INC | United States | COM | 6,386 | $228,051 | 0.44% | 2023-09-30 | 2023-11-13 | +41.87% |
| ECL ECOLAB INC | United States | COM | 1,278 | $227,308 | 0.44% | 2023-09-30 | 2023-11-13 | +64.03% |
| DTE DTE ENERGY CO | United States | COM | 2,283 | $225,066 | 0.44% | 2023-09-30 | 2023-11-13 | +23.28% |
| NEE NEXTERA ENERGY INC | United States | COM | 3,993 | $220,174 | 0.43% | 2023-09-30 | 2023-11-13 | +32.47% |
| UNH UNITEDHEALTH GROUP INC | United States | COM | 405 | $219,190 | 0.43% | 2023-09-30 | 2023-11-13 | -25.64% |
| EMR EMERSON ELEC CO | United States | COM | 2,333 | $201,805 | 0.39% | 2023-09-30 | 2023-11-13 | +62.82% |
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