ADVISORTRUST PARTNERS, LLC - Portfolio overview

ADVISORTRUST PARTNERS, LLC has 255 reported holdings in this dataset, with the latest filing dated 2026-05-06.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. QQQ - INVESCO QQQ TR, 6.15%
2. PDBC - INVESCO ACTVELY MNGD ETC FD, 5.18%
3. IYZ - ISHARES TR, 5.12%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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