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TruWealth Advisors, LLC

SEC CIK
0001834985
Latest filing
Apr 9, 2026

CSCO holding history

Cisco Systems, Inc. in every 13F filed by TruWealth Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

CSCO overviewAll 13F holders of CSCOFull Q1 2026 holdings

Shares (Q1 2026)
385,163
Value
$29.9M
% of portfolio
1.4%
Quarters held
14
Since Q1 2021
Holdings of CSCO by TruWealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 2026385,163$29.9M1.4%+4,619+1.2%AddedHolders
Q4 2025380,544$29.3M1.4%+4,624+1.2%AddedHolders
Q3 2025375,920$25.7M1.3%+7,109+1.9%AddedHolders
Q2 2025368,811$25.6M1.4%+10,951+3.1%AddedHolders
Q1 2025357,860$22.1M1.3%−69,057−16.2%ReducedHolders
Q4 2024426,917$25.3M1.5%+2,172+0.5%AddedHolders
Q3 2024424,745$22.6M1.4%+8,389+2.0%AddedHolders
Q2 2024416,356$19.8M1.3%+194,267+87.5%AddedHolders
Q1 2024222,089$11.1M0.8%+11,085+5.3%AddedHolders
Q4 2023211,004$10.7M0.8%+21,157+11.1%AddedHolders
Q3 2023189,847$10.2M0.9%+189,847NewHolders
Q2 20220$00.0%−3,874−100.0%Sold outHolders
Q1 20223,874$216.0K<0.1%+64+1.7%AddedHolders
Q4 20213,810$241.0K<0.1%+3,810NewHolders
Q2 20210$00.0%−4,846−100.0%Sold outHolders
Q1 20214,846$251.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.