OWNER/CCO

0001810512-23-000001.txt : 20230120 0001810512-23-000001.hdr.sgml : 20230120 20230120114750 ACCESSION NUMBER: 0001810512-23-000001 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20221231 FILED AS OF DATE: 20230120 DATE AS OF CHANGE: 20230120 EFFECTIVENESS DATE: 20230120 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Truadvice, LLC CENTRAL INDEX KEY: 0001810512 IRS NUMBER: 824471240 STATE OF INCORPORATION: FL FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-20358 FILM NUMBER: 23539719 BUSINESS ADDRESS: STREET 1: 5290 STATION WAY CITY: SARASOTA STATE: FL ZIP: 34233 BUSINESS PHONE: 9414135390 MAIL ADDRESS: STREET 1: 5290 STATION WAY CITY: SARASOTA STATE: FL ZIP: 34233 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false true false 0001810512 XXXXXXXX 12-31-2022 12-31-2022 Truadvice, LLC

5290 STATION WAY SARASOTA FL 34233

13F HOLDINGS REPORT 028-20358 801-112589 N CHRISTOPHER SLEIGHT OWNER/CCO 941-413-5390 CHRISTOPHER SLEIGHT SARASOTA FL 01-20-2023 0 159 189873963 false INFORMATION TABLE 2 TruAdvice_13f.xml ABBOTT LABS COM 002824100 249571 2201 SH SOLE 0 0 0 2201 AGF INVTS TR AGFIQ US MK ANTI 00110G408 272033 13487 SH SOLE 0 0 0 13487 AIM ETF PRODUCTS TRUST US LRG CP BUF10 00888H109 538506 19054 SH SOLE 0 0 0 19054 AIM ETF PRODUCTS TRUST US LRG CAP BUF10 00888H307 532896 18656 SH SOLE 0 0 0 18656 AIM ETF PRODUCTS TRUST US LRG CP BUFR10 00888H703 518665 19857 SH SOLE 0 0 0 19857 AIR PRODS & CHEMS INC COM 009158106 494497 1614 SH SOLE 0 0 0 1614 ALPS ETF TR RIVERFRNT FLEX 00162Q510 636567 15198 SH SOLE 0 0 0 15198 ALPS ETF TR RIVERFRONT DYM 00162Q536 2576397 114202 SH SOLE 0 0 0 114202 ALPS ETF TR RIVRFRNT STR INC 00162Q783 369886 16082 SH SOLE 0 0 0 16082 ALPS ETF TR RIVERFRNT DYMC 00162Q528 3706352 84907 SH SOLE 0 0 0 84907 AMAZON COM INC COM 023135106 667932 6954 SH SOLE 0 0 0 6954 AMERICAN CENTY ETF TR US SML CP VALU 025072877 581490 7328 SH SOLE 0 0 0 7328 AMERICAN CENTY ETF TR US EQT ETF 025072885 2819389 39615 SH SOLE 0 0 0 39615 AMERICAN CENTY ETF TR INTL EQT ETF 025072703 1430889 25121 SH SOLE 0 0 0 25121 AMERICAN CENTY ETF TR INTL SMCP VLU 025072802 279458 4759 SH SOLE 0 0 0 4759 AMERICAN CENTY ETF TR AVANTIS EMGMKT 025072604 554321 10180 SH SOLE 0 0 0 10180 APPLE INC COM 037833100 1488935 10953 SH SOLE 0 0 0 10953 AUTOMATIC DATA PROCESSING IN COM 053015103 461247 1948 SH SOLE 0 0 0 1948 BARINGS BDC INC COM 06759L103 171328 19272 SH SOLE 0 0 0 19272 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 591307 1878 SH SOLE 0 0 0 1878 BLACKSTONE INC COM 09260D107 214700 2500 SH SOLE 0 0 0 2500 BOEING CO COM 097023105 647337 3062 SH SOLE 0 0 0 3062 CHEVRON CORP NEW COM 166764100 363148 2012 SH SOLE 0 0 0 2012 CISCO SYS INC COM 17275R102 546237 11361 SH SOLE 0 0 0 11361 COCA COLA CO COM 191216100 263715 4276 SH SOLE 0 0 0 4276 DISNEY WALT CO COM 254687106 327770 3281 SH SOLE 0 0 0 3281 DNP SELECT INCOME FD INC COM 23325P104 2126903 182724 SH SOLE 0 0 0 182724 DOMINOS PIZZA INC COM 25754A201 416814 1211 SH SOLE 0 0 0 1211 DTE ENERGY CO COM 233331107 430419 3669 SH SOLE 0 0 0 3669 EXXON MOBIL CORP COM 30231G102 1327831 11758 SH SOLE 0 0 0 11758 FIRST TR EXCH TRADED FD III MERGER ARBITRA 33740J203 235126 11692 SH SOLE 0 0 0 11692 FIRST TR EXCH TRADED FD III RIVRFRNT DYN DEV 33739P608 1372575 24397 SH SOLE 0 0 0 24397 FIRST TR EXCHANGE TRAD FD VI ALT ABSLT STRG 33740Y101 403273 13447 SH SOLE 0 0 0 13447 FIRST TR EXCHANGE-TRADED FD MNGD FUTRS STRGY 33739G103 410544 8587 SH SOLE 0 0 0 8587 FIRST TR EXCHANGE-TRADED FD NO AMER ENERGY 33738D101 203603 7393 SH SOLE 0 0 0 7393 FIRST TR EXCHNG TRADED FD VI CBOE VEST US EQT 33740U885 555357 18500 SH SOLE 0 0 0 18500 FIRST TR EXCHNG TRADED FD VI CBOE VEST US BUF 33740F748 549994 15210 SH SOLE 0 0 0 15210 FIRST TR EXCHNG TRADED FD VI VEST US EQTY BUF 33740F664 537309 15743 SH SOLE 0 0 0 15743 FIRST TR EXCHNG TRADED FD VI CBOE VEST US EQ 33740F755 3854699 168622 SH SOLE 0 0 0 168622 FIRST TR EXCHNG TRADED FD VI VEST US BUFFER 33740F862 1356126 38040 SH SOLE 0 0 0 38040 FIRST TR EXCHNG TRADED FD VI FT CBOE VEST US 33740F615 377850 12493 SH SOLE 0 0 0 12493 FIRST TR EXCHNG TRADED FD VI CBOE VEST US DEP 33740U802 496636 16750 SH SOLE 0 0 0 16750 FIRST TR EXCHNG TRADED FD VI CBOE EQT BUFER 33740F847 281252 7674 SH SOLE 0 0 0 7674 FIRST TR EXCHNG TRADED FD VI TCW OPPORTUNIS 33740F805 265842 5862 SH SOLE 0 0 0 5862 FIRST TR EXCHNG TRADED FD VI CBOE VEST US EQT 33740U208 671470 19000 SH SOLE 0 0 0 19000 FIRST TR EXCHNG TRADED FD VI CBOE VEST US EQT 33740F698 246325 7800 SH SOLE 0 0 0 7800 FIRST TR EXCHNG TRADED FD VI US EQT BUFFER 33740F763 1371266 37602 SH SOLE 0 0 0 37602 FIRST TR EXCHNG TRADED FD VI FT CBOE VEST BFR 33740F623 338500 10000 SH SOLE 0 0 0 10000 FIRST TR EXCHNG TRADED FD VI FT CBOE EQTY BFR 33740U505 796723 24320 SH SOLE 0 0 0 24320 FIRST TR EXCHNG TRADED FD VI VEST US DEEP 33740F854 460128 14561 SH SOLE 0 0 0 14561 FIRST TR EXCHNG TRADED FD VI TCW UNCONSTRAI 33740F888 418034 17014 SH SOLE 0 0 0 17014 FORD MTR CO DEL COM 345370860 286169 22586 SH SOLE 0 0 0 22586 GLOBAL X FDS NASDAQ 100 COVER 37954Y483 275568 16621 SH SOLE 0 0 0 16621 GLOBAL X FDS DOW 30 COVERED C 37960A859 12606322 574320 SH SOLE 0 0 0 574320 GLOBAL X FDS S&P 500 COVERED 37954Y475 10988715 272673 SH SOLE 0 0 0 272673 GOLDMINING INC COM 38149E101 111863 84745 SH SOLE 0 0 0 84745 INNOVATOR ETFS TR US EQTY PWR BUF 45782C573 1219520 39314 SH SOLE 0 0 0 39314 INNOVATOR ETFS TR US EQTY ULTRA BU 45782C565 426536 15056 SH SOLE 0 0 0 15056 INNOVATOR ETFS TR US EQT ULTRA BF 45782C375 272064 9640 SH SOLE 0 0 0 9640 INNOVATOR ETFS TR US SML CP PWR B 45782C474 258545 8300 SH SOLE 0 0 0 8300 INNOVATOR ETFS TR US EQT ULTRA BF 45782C292 761793 28709 SH SOLE 0 0 0 28709 INNOVATOR ETFS TR US EQTY PWR BUF 45782C656 391625 13048 SH SOLE 0 0 0 13048 INNOVATOR ETFS TR LADERD ALCTN PWR 45783Y814 516213 14686 SH SOLE 0 0 0 14686 INNOVATOR ETFS TR US SML CP PWR B 45782C599 250420 9500 SH SOLE 0 0 0 9500 INNOVATOR ETFS TR US EQTY PWR BUF 45782C508 264188 8159 SH SOLE 0 0 0 8159 INVESCO ACTVELY MNGD ETC FD OPTIMUM YIELD 46090F100 491755 32740 SH SOLE 0 0 0 32740 INVESCO EXCH TRD SLF IDX FD RAFI STRATGIC US 46138J742 297158 7853 SH SOLE 0 0 0 7853 INVESCO QQQ TR UNIT SER 1 46090E103 216223 768 SH SOLE 0 0 0 768 INVESTMENT MANAGERS SER TR I AXS ASTORIA INFL 46141T117 408597 15355 SH SOLE 0 0 0 15355 ISHARES GOLD TR ISHARES NEW 464285204 749185 20690 SH SOLE 0 0 0 20690 ISHARES INC CORE MSCI EMKT 46434G103 1979568 39246 SH SOLE 0 0 0 39246 ISHARES TR CORE S&P US GWT 464287671 279352 3328 SH SOLE 0 0 0 3328 ISHARES TR JPMORGAN USD EMG 464288281 410628 4671 SH SOLE 0 0 0 4671 ISHARES TR U.S. TECH ETF 464287721 861041 10941 SH SOLE 0 0 0 10941 ISHARES TR CORE TOTAL USD 46434V613 2186699 47300 SH SOLE 0 0 0 47300 ISHARES TR CORE S&P SCP ETF 464287804 456739 4520 SH SOLE 0 0 0 4520 ISHARES TR US TREAS BD ETF 46429B267 413804 17798 SH SOLE 0 0 0 17798 ISHARES TR 10-20 YR TRS ETF 464288653 708537 6216 SH SOLE 0 0 0 6216 ISHARES TR MSCI USA MIN VOL 46429B697 891104 12152 SH SOLE 0 0 0 12152 ISHARES TR CORE S&P TTL STK 464287150 396970 4483 SH SOLE 0 0 0 4483 ISHARES TR CORE US AGGBD ET 464287226 749446 7514 SH SOLE 0 0 0 7514 ISHARES TR ESG AWR MSCI USA 46435G425 4467873 50587 SH SOLE 0 0 0 50587 ISHARES TR CORE DIV GRWTH 46434V621 351658 6878 SH SOLE 0 0 0 6878 ISHARES TR MBS ETF 464288588 1499608 15721 SH SOLE 0 0 0 15721 ISHARES TR 20 YR TR BD ETF 464287432 427528 4031 SH SOLE 0 0 0 4031 ISHARES TR EAFE VALUE ETF 464288877 2361747 48228 SH SOLE 0 0 0 48228 ISHARES TR CORE DIVID ETF 46435U861 300734 7725 SH SOLE 0 0 0 7725 ISHARES TR MSCI EMG MKT ETF 464287234 222928 5428 SH SOLE 0 0 0 5428 ISHARES TR S&P 500 GRWT ETF 464287309 209487 3481 SH SOLE 0 0 0 3481 ISHARES TR 0-5YR HI YL CP 46434V407 394004 9390 SH SOLE 0 0 0 9390 ISHARES TR MSCI USA MMENTM 46432F396 622457 4278 SH SOLE 0 0 0 4278 ISHARES TR CORE S&P500 ETF 464287200 6059989 15164 SH SOLE 0 0 0 15164 ISHARES TR US INFRASTRUC 46435U713 292818 7665 SH SOLE 0 0 0 7665 ISHARES TR EAFE GRWTH ETF 464288885 2161984 23797 SH SOLE 0 0 0 23797 ISHARES U S ETF TR BLOOMBERG ROLL 46431W598 3775402 69605 SH SOLE 0 0 0 69605 J P MORGAN EXCHANGE TRADED F EQUITY PREMIUM 46641Q332 340972 6137 SH SOLE 0 0 0 6137 JOHNSON & JOHNSON COM 478160104 733469 4255 SH SOLE 0 0 0 4255 KNOW LABS INC COM NEW 499238103 193903 146896 SH SOLE 0 0 0 146896 LILLY ELI & CO COM 532457108 489746 1369 SH SOLE 0 0 0 1369 MCDONALDS CORP COM 580135101 403257 1471 SH SOLE 0 0 0 1471 META PLATFORMS INC CL A 30303M102 333798 2466 SH SOLE 0 0 0 2466 MICROSOFT CORP COM 594918104 1754605 7300 SH SOLE 0 0 0 7300 NEXTERA ENERGY INC COM 65339F101 202604 2363 SH SOLE 0 0 0 2363 PACER FDS TR SWAN SOS FLEX AP 69374H477 506025 22500 SH SOLE 0 0 0 22500 PACER FDS TR SWAN SOS FD OF 69374H568 10019932 446959 SH SOLE 0 0 0 446959 PAYCHEX INC COM 704326107 603824 5099 SH SOLE 0 0 0 5099 PEPSICO INC COM 713448108 454235 2580 SH SOLE 0 0 0 2580 PROCTER AND GAMBLE CO COM 742718109 271363 1804 SH SOLE 0 0 0 1804 PROSHARES TR SHT 7-10 YR TR 74348A608 2620095 94045 SH SOLE 0 0 0 94045 PROSHARES TR SHORT QQQ NEW 74347B714 3355722 240726 SH SOLE 0 0 0 240726 PROSHARES TR SHORT S&P 500 NE 74347B425 5024646 325430 SH SOLE 0 0 0 325430 PROSHARES TR SHRT 20+YR TRE 74347X849 1761855 82677 SH SOLE 0 0 0 82677 ROCKWELL AUTOMATION INC COM 773903109 233371 827 SH SOLE 0 0 0 827 SCHWAB STRATEGIC TR US AGGREGATE B 808524839 1182995 25181 SH SOLE 0 0 0 25181 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 14930627 193477 SH SOLE 0 0 0 193477 SPDR DOW JONES INDL AVERAGE UT SER 1 78467X109 474639 1399 SH SOLE 0 0 0 1399 SPDR INDEX SHS FDS PORTFLO EURP ETF 78463X103 591778 15676 SH SOLE 0 0 0 15676 SPDR INDEX SHS FDS S&P INTL SMLCP 78463X871 367966 11790 SH SOLE 0 0 0 11790 SPDR INDEX SHS FDS PORTFOLIO EMG MK 78463X509 755151 21344 SH SOLE 0 0 0 21344 SPDR INDEX SHS FDS PORTFOLIO DEVLPD 78463X889 2827032 88400 SH SOLE 0 0 0 88400 SPDR S&P 500 ETF TR TR UNIT 78462F103 2234274 5617 SH SOLE 0 0 0 5617 SPDR SER TR BLOOMBERG 1-3 MO 78468R663 362016 3953 SH SOLE 0 0 0 3953 SPDR SER TR PRTFLO S&P500 GW 78464A409 299398 5740 SH SOLE 0 0 0 5740 SPDR SER TR PORTFOLIO S&P600 78468R853 350770 8887 SH SOLE 0 0 0 8887 SPDR SER TR PORTFOLIO AGRGTE 78464A649 324580 12566 SH SOLE 0 0 0 12566 SPDR SER TR PORTFOLIO S&P400 78464A847 528509 11716 SH SOLE 0 0 0 11716 SPDR SER TR PORTFOLIO S&P500 78464A854 2236733 47834 SH SOLE 0 0 0 47834 SPDR SER TR PORTFOLI S&P1500 78464A805 295926 6005 SH SOLE 0 0 0 6005 SSGA ACTIVE ETF TR ULT SHT TRM BD 78467V707 9853903 245580 SH SOLE 0 0 0 245580 SSGA ACTIVE ETF TR BLACKSTONE SENR 78467V608 244181 5818 SH SOLE 0 0 0 5818 SSGA ACTIVE ETF TR MULT ASS RLRTN 78467V103 292023 10175 SH SOLE 0 0 0 10175 SSGA ACTIVE TR SPDR DBLELN SHRT 78470P200 252592 5442 SH SOLE 0 0 0 5442 SSGA ACTIVE TR SPDR SSGA FXD 78470P507 696372 26348 SH SOLE 0 0 0 26348 SSGA ACTIVE TR SPDR SSGA US SCT 78470P408 2051998 50956 SH SOLE 0 0 0 50956 TRUIST FINL CORP COM 89832Q109 200576 4254 SH SOLE 0 0 0 4254 VANECK ETF TRUST MRNGSTR WDE MOAT 92189F643 303277 4344 SH SOLE 0 0 0 4344 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 270956 3561 SH SOLE 0 0 0 3561 VANGUARD CHARLOTTE FDS TOTAL INT BD ETF 92203J407 219390 4504 SH SOLE 0 0 0 4504 VANGUARD INDEX FDS GROWTH ETF 922908736 1437906 6372 SH SOLE 0 0 0 6372 VANGUARD INDEX FDS VALUE ETF 922908744 1297845 9031 SH SOLE 0 0 0 9031 VANGUARD INDEX FDS SMALL CP ETF 922908751 465179 2373 SH SOLE 0 0 0 2373 VANGUARD INTL EQUITY INDEX F FTSE PACIFIC ETF 922042866 513257 7549 SH SOLE 0 0 0 7549 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 507693 12111 SH SOLE 0 0 0 12111 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 1580115 34997 SH SOLE 0 0 0 34997 WALMART INC COM 931142103 250773 1737 SH SOLE 0 0 0 1737 WASTE MGMT INC DEL COM 94106L109 388241 2515 SH SOLE 0 0 0 2515 WISDOMTREE TR US S CAP QTY DIV 97717X651 456520 10472 SH SOLE 0 0 0 10472 WISDOMTREE TR INTL SMCAP DIV 97717W760 610275 9883 SH SOLE 0 0 0 9883 WISDOMTREE TR US EFFICIENT COR 97717Y790 847639 24982 SH SOLE 0 0 0 24982 WISDOMTREE TR US MULTIFACTOR 97717Y857 447179 11561 SH SOLE 0 0 0 11561 WISDOMTREE TR ENHNCD CMMDTY ST 97717Y683 392440 21282 SH SOLE 0 0 0 21282 WISDOMTREE TR EM EX ST-OWNED 97717X578 537321 18471 SH SOLE 0 0 0 18471 WISDOMTREE TR YIELD ENHANCD US 97717X511 2128849 48449 SH SOLE 0 0 0 48449 WISDOMTREE TR US LARGECAP FUND 97717W588 872538 20207 SH SOLE 0 0 0 20207 WISDOMTREE TR PUTWRITE STRAT 97717X560 287304 9322 SH SOLE 0 0 0 9322 WISDOMTREE TR US LARGECAP DIVD 97717W307 300579 4741 SH SOLE 0 0 0 4741 WISDOMTREE TR US HGH YLD CORP 97717X172 312468 6826 SH SOLE 0 0 0 6826 WISDOMTREE TR MORTGAGE PLUS BD 97717Y725 331613 7467 SH SOLE 0 0 0 7467 WISDOMTREE TR FUTRE STRAT FD 97717W125 373409 11724 SH SOLE 0 0 0 11724