0001221073-23-000017.txt : 20230127 0001221073-23-000017.hdr.sgml : 20230127 20230127172528 ACCESSION NUMBER: 0001221073-23-000017 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20221231 FILED AS OF DATE: 20230127 DATE AS OF CHANGE: 20230127 EFFECTIVENESS DATE: 20230127 FILER: COMPANY DATA: COMPANY CONFORMED NAME: TruWealth Advisors, LLC CENTRAL INDEX KEY: 0001834985 IRS NUMBER: 852031261 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-20461 FILM NUMBER: 23564412 BUSINESS ADDRESS: STREET 1: 2700 LAKE VILLA DRIVE STREET 2: SUITE 200 CITY: METAIRIE STATE: LA ZIP: 70002 BUSINESS PHONE: 504-779-7799 MAIL ADDRESS: STREET 1: 2700 LAKE VILLA DRIVE STREET 2: SUITE 200 CITY: METAIRIE STATE: LA ZIP: 70002 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0001834985 XXXXXXXX 12-31-2022 12-31-2022 false TruWealth Advisors, LLC

2700 LAKE VILLA DRIVE SUITE 200 METAIRIE LA 70002

13F HOLDINGS REPORT 028-20461 000306876 801-119073 N Jennifer Valteau 504-779-7799 /s/Jennifer Valteau Metairie LA 01-16-2023 0 137 1024499290 INFORMATION TABLE 2 infotable.xml ABBOTT LABS COM 002824100 BBG001S5N9M6 399976 3643 SH SOLE 3643 0 0 ABBVIE INC COM 00287Y109 BBG0025Y4RZ3 22717976 140573 SH SOLE 140573 0 0 ALLSTATE CORP COM 020002101 BBG001S9BM06 240690 1775 SH SOLE 1775 0 0 ALPHABET INC CAP STK CL A 02079K305 BBG009S39JY5 1121580 12712 SH SOLE 12712 0 0 ALPHABET INC CAP STK CL C 02079K107 BBG009S3NB21 16145678 181964 SH SOLE 181964 0 0 AMAZON COM INC COM 023135106 BBG001S5PQL7 14419986 171667 SH SOLE 171667 0 0 AMERICAN CENTY ETF TR US SML CP VALU 025072877 BBG00Q9MQZW3 23462151 314886 SH SOLE 314886 0 0 AMERICAN ELEC PWR CO INC COM 025537101 BBG001S5NFD2 8896849 93700 SH SOLE 93700 0 0 AMERIPRISE FINL INC COM 03076C106 BBG001SK6096 1598879 5135 SH SOLE 5135 0 0 AMGEN INC COM 031162100 BBG001S5NNL6 4381277 16682 SH SOLE 16682 0 0 APPLE INC COM 037833100 BBG001S5N8V8 23826881 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