TRUEWEALTH ADVISORS, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | T | 75K | $2.13M |
 | IIPR | 73K | $3.89M |
 | SFBS | 66K | $5.28M |
 | KMI | 48K | $1.35M |
 | SO | 44K | $4.16M |
 | RF | 34K | $887.80K |
 | VZ | 32K | $1.39M |
 | NGS | 31K | $857.73K |
 | WMB | 25K | $1.55M |
 | WMT | 21K | $2.13M |
 | MODG | 20K | $188.10K |
 | BP | 17K | $588.82K |
 | HEI-A | 15K | $3.87M |
 | AU | 15K | $1.02M |
 | ET | 14K | $247.18K |
 | XOM | 13K | $1.50M |
 | GL | 12K | $1.75M |
 | KR | 11K | $773.06K |
 | AAPL | 11K | $2.88M |
 | CVX | 11K | $1.71M |
AT&T Inc.
T
Shares Held
75K
Value
$2.13M
Innovative Industrial Properties, Inc.
IIPR
Shares Held
73K
Value
$3.89M
ServisFirst Bancshares, Inc.
SFBS
Shares Held
66K
Value
$5.28M
Kinder Morgan, Inc.
KMI
Shares Held
48K
Value
$1.35M
The Southern Company
SO
Shares Held
44K
Value
$4.16M
Regions Financial Corporation
RF
Shares Held
34K
Value
$887.80K
Verizon Communications Inc.
VZ
Shares Held
32K
Value
$1.39M
Natural Gas Services Group, Inc.
NGS
Shares Held
31K
Value
$857.73K
The Williams Companies, Inc.
WMB
Shares Held
25K
Value
$1.55M
Walmart Inc.
WMT
Shares Held
21K
Value
$2.13M
Topgolf Callaway Brands Corp.
MODG
Shares Held
20K
Value
$188.10K
BP p.l.c.
BP
Shares Held
17K
Value
$588.82K
HEICO Corporation
HEI-A
Shares Held
15K
Value
$3.87M
AngloGold Ashanti Plc
AU
Shares Held
15K
Value
$1.02M
Energy Transfer LP
ET
Shares Held
14K
Value
$247.18K
Exxon Mobil Corporation
XOM
Shares Held
13K
Value
$1.50M
Globe Life Inc.
GL
Shares Held
12K
Value
$1.75M
The Kroger Co.
KR
Shares Held
11K
Value
$773.06K
Apple Inc.
AAPL
Shares Held
11K
Value
$2.88M
Chevron Corporation
CVX
Shares Held
11K
Value
$1.71M