TrueMark Investments, LLC - Portfolio overview
TrueMark Investments, LLC has 241 reported holdings in this dataset, with the latest filing dated 2026-04-20.
Its largest classified asset exposures are stocks and funds.
Its largest classified sector exposures are Financial Services and Consumer Defensive.
Largest reported holdings by portfolio allocation
- SPSB - SPDR SERIES TRUST, 2.30%
- CVX - CHEVRON CORPORATION, 2.19%
- VZ - VERIZON COMMUNICATIONS INC, 1.98%
These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.
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