Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Truvvo Partners LLC (CIK 1660071) reported $5.2M across 11 reported positions in its SEC 13F filing for 2022-09-30. Largest positions: GS ($1.5M, 28.09%), AAPL ($1.0M, 19.79%), VOO ($703,000, 13.48%), EFA ($493,000, 9.45%), MSFT ($354,000, 6.79%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | GS | GOLDMAN SACHS GROUP INC | $1.5M | 28.09% | 5,000 | Hold |
| 2 | AAPL | APPLE INC | $1.0M | 19.79% | 7,466 | Added |
| 3 | VOO | VANGUARD INDEX FDS | $703,000 | 13.48% | 2,132 | Hold |
| 4 | EFA | ISHARES TR | $493,000 | 9.45% | 8,795 | Trimmed |
| 5 | MSFT | MICROSOFT CORP | $354,000 | 6.79% | 1,522 | Added |
| 6 | HD | HOME DEPOT INC | $335,000 | 6.42% | 1,215 | Added |
| 7 | MAR | MARRIOTT INTL INC NEW | $311,000 | 5.96% | 2,217 | Added |
| 8 | MA | MASTERCARD INCORPORATED | $274,000 | 5.25% | 963 | Added |
| 9 | TGS | TRANSPORTADORA DE GAS SUR | $153,000 | 2.93% | 20,710 | Hold |
| 10 | EDN | EMPRESA DIST Y COMERCIAL NOR | $67,000 | 1.28% | 10,052 | Hold |
| 11 | SUPV | GRUPO SUPERVIELLE S.A. | $29,000 | 0.56% | 16,688 | Hold |
| 12 | EEM | ISHARES TR | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2022-09-30