Truadvice, LLC quarter change: USA Stocks, Added
In share positions in stocks (listed in the US), from the quarter ended 2023-06-30 to 2023-09-30, Truadvice, LLC opened 7 positions, added to 24, reduced 36, sold out of 44 and left 3 unchanged. The largest increase in value was TSLA (+$3,816,970); the largest decrease was GLD (-$1,759,484).
- TSLA: Country of operation United States; Class COM; Shares 2023-06-30 1,124; Shares 2023-09-30 19,067.
- IAUM: Country of operation United States; Class SHARES REPRESENT; Shares 2023-06-30 25,761; Shares 2023-09-30 46,572.
- BRKB: Country of operation —; Class CL B NEW; Shares 2023-06-30 1,954; Shares 2023-09-30 2,988.
- CRSP: Country of operation —; Class NAMEN AKT; Shares 2023-06-30 14,668; Shares 2023-09-30 17,148.
Two Form 13F-HR filings compared (SEC CIK 1810512): 2023-06-30 (filed 2023-08-11) and 2023-09-30 (filed 2023-11-13). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.
| Stock | Country of operation | Class | Shares 2023-06-30 | Shares 2023-09-30 | Share change | Value 2023-06-30 | Value 2023-09-30 | Value change |
|---|---|---|---|---|---|---|---|---|
| TSLA TESLA INC | United States | COM | 1,124 | 19,067 | +17,943 | $275,762 | $4,092,732 | +$3,816,970 |
| IAUM ISHARES GOLD TR | United States | SHARES REPRESENT | 25,761 | 46,572 | +20,811 | $492,293 | $900,702 | +$408,409 |
| BRKB BERKSHIRE HATHAWAY INC DEL | CL B NEW | 1,954 | 2,988 | +1,034 | $697,539 | $1,047,473 | +$349,934 | |
| CRSP CRISPR THERAPEUTICS AG | NAMEN AKT | 14,668 | 17,148 | +2,480 | $734,427 | $911,588 | +$177,161 | |
| AMZN AMAZON COM INC | United States | COM | 13,525 | 14,197 | +672 | $1,874,024 | $2,038,121 | +$164,097 |
| PG PROCTER AND GAMBLE CO | United States | COM | 4,189 | 5,287 | +1,098 | $654,008 | $800,536 | +$146,528 |
| MRK MERCK & CO INC | United States | COM | 2,600 | 4,049 | +1,449 | $274,497 | $410,546 | +$136,049 |
| BA BOEING CO | United States | COM | 3,193 | 3,210 | +17 | $760,764 | $631,247 | -$129,517 |
| NVDA NVIDIA CORPORATION | United States | COM | 610 | 718 | +108 | $258,636 | $347,125 | +$88,489 |
| SMG SCOTTS MIRACLE-GRO CO | United States | CL A | 7,418 | 9,522 | +2,104 | $391,448 | $476,100 | +$84,652 |
| CRM SALESFORCE INC | United States | COM | 3,851 | 4,075 | +224 | $801,971 | $870,542 | +$68,571 |
| IAU ISHARES GOLD TR | United States | ISHARES NEW | 41,408 | 42,818 | +1,410 | $1,500,626 | $1,568,852 | +$68,226 |
| GRMN GARMIN LTD | SHS | 3,085 | 3,243 | +158 | $320,192 | $378,199 | +$58,007 | |
| CMCSA COMCAST CORP NEW | United States | CL A | 20,716 | 21,473 | +757 | $951,486 | $899,938 | -$51,548 |
| AMGN AMGEN INC | United States | COM | 801 | 959 | +158 | $209,910 | $256,350 | +$46,440 |
| USB US BANCORP DEL | United States | COM NEW | 21,337 | 23,280 | +1,943 | $842,598 | $796,185 | -$46,413 |
| ABBV ABBVIE INC | United States | COM | 1,416 | 1,846 | +430 | $214,439 | $255,837 | +$41,398 |
| ACN ACCENTURE PLC IRELAND | SHS CLASS A | 1,761 | 1,839 | +78 | $546,632 | $587,910 | +$41,278 | |
| KHC KRAFT HEINZ CO | United States | COM | 9,300 | 10,326 | +1,026 | $319,812 | $339,607 | +$19,795 |
| MAS MASCO CORP | United States | COM | 7,008 | 7,615 | +607 | $412,140 | $427,735 | +$15,595 |
| CSCO CISCO SYS INC | United States | COM | 13,780 | 14,156 | +376 | $735,439 | $744,464 | +$9,025 |
| CM CANADIAN IMPERIAL BK COMM TO | COM | 11,161 | 12,506 | +1,345 | $465,190 | $471,226 | +$6,036 | |
| BNS BANK NOVA SCOTIA HALIFAX | COM | 16,173 | 18,171 | +1,998 | $772,261 | $776,810 | +$4,549 | |
| COP CONOCOPHILLIPS | United States | COM | 2,449 | 2,472 | +23 | $283,668 | $285,788 | +$2,120 |
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