Question 1

What stocks does ADVISORTRUST PARTNERS LLC hold in its portfolio?

Accepted Answer

ADVISORTRUST PARTNERS LLC's top stock holdings include AVGO, SPY, QQQ and others. All holdings are disclosed through 13F filings with the SEC and can be viewed in detail on this page.

Question 2

What are ADVISORTRUST PARTNERS LLC's largest stock holdings?

Accepted Answer

ADVISORTRUST PARTNERS LLC's largest stock holdings as of their last filing include AVGO (valued at approximately $14.0 million), SPY (valued at approximately $15.9 million), QQQ (valued at approximately $10.4 million), TSM (valued at approximately $11.3 million), EEM (valued at approximately $8.6 million).

Question 3

When was ADVISORTRUST PARTNERS LLC's last SEC filing?

Accepted Answer

ADVISORTRUST PARTNERS LLC's most recent 13F filing was submitted on 6/30/2026, revealing their latest investment holdings.

Question 4

What stocks has ADVISORTRUST PARTNERS LLC recently bought or sold?

Accepted Answer

ADVISORTRUST PARTNERS LLC's recent buying and selling activity is displayed in the Activity tab, showing position changes reported in their SEC filings.

Question 5

What recent trading activity has ADVISORTRUST PARTNERS LLC reported?

Accepted Answer

ADVISORTRUST PARTNERS LLC's recent trading activity is displayed in the Activity tab, showing position changes reported in their SEC filings.

Question 6

What types of securities does ADVISORTRUST PARTNERS LLC invest in?

Accepted Answer

ADVISORTRUST PARTNERS LLC's portfolio includes Fund, Share securities. The breakdown of these holdings by type is visualized in the Holdings Breakdown section.