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Truvestments Capital LLC

CIK:0001750405
Investment Adviser
$601M AUM
972 holdings
Sarasota, FL, United States
Founded:2016
16 employees
Latest filing:Jun 30, 2025

Truvestments Capital LLC is a registered investment adviser headquartered in Sarasota, Florida. Founded in 2016, the firm employs 16 professionals, all of whom are investors. Truvestments Capital provides investment advisory services primarily to individual investors, including both high net worth and other individuals. They serve over 2,700 client accounts with a focus on U.S.-based clients.

Investment Strategy

Truvestments Capital LLC manages portfolios with a focus on U.S. equities that include large-cap technology and industrial names such as Nvidia, Broadcom, Apple, and Microsoft. The firm primarily provides discretionary portfolio management to individual clients, both high net worth and non-high net worth, seeking balanced growth and income strategies. Their approach is characterized by diversified holdings across sectors and a commitment to long-term value creation based on fundamental analysis.

Top Buys
N
NVDANVIDIA CORPORATION
+$8.8M
A
AVGOBROADCOM INC
+$6.0M
Q
QQQINVESCO QQQ TR
+$3.1M
M
MSTRMICROSTRATEGY INC
+$2.7M
C
CLSCELESTICA INC
+$2.2M
Top Sells
B
BRK-BBERKSHIRE HATHAWAY INC DEL
-$2.4M
W
WFCWELLS FARGO CO NEW
-$2.1M
A
AAPLAPPLE INC
-$1.7M
D
DOWDOW INC
-$1.0M
B
BMYBRISTOL-MYERS SQUIBB CO
-$893.9K

Top Holdings

N
NVDANVIDIA CORPORATION
+5.7%$28.5M
B
BRK-BBERKSHIRE HATHAWAY INC DEL
+5.6%$28.1M
Q
QQQINVESCO QQQ TR
+4.2%$21.1M
A
AVGOBROADCOM INC
+3.1%$15.5M
A
AAPLAPPLE INC
+1.7%$8.7M

Equity Positions (961)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
N
NVDA
NVIDIA CORPORATION5.71%$28.5M180,594$93.93$157.99+$8.8M
B
BRK-B
BERKSHIRE HATHAWAY INC DEL5.63%$28.1M57,911$426.21$485.77-$2.4M
Q
QQQ
INVESCO QQQ TR4.21%$21.1M38,160$462.09$551.64+$3.1M
A
AVGO
BROADCOM INC3.10%$15.5M56,232$65.16$275.65+$6.0M
A
AAPL
APPLE INC1.74%$8.7M42,495$140.33$205.17-$1.7M

Industry Allocation

SEMICONDUCTORS & RELATED DEVICES
+13.0%
REAL ESTATE INVESTMENT TRUSTS
+10.5%
SERVICES-PREPACKAGED SOFTWARE
+5.9%
FIRE, MARINE & CASUALTY INSURANCE
+5.8%
PHARMACEUTICAL PREPARATIONS
+3.6%