True Link Financial Advisors, LLC Purchases in Q4 2024

True Link Financial Advisors, LLC

  • $1.19 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SPIB
Spdr Portfolio Intermediate Te

ETFs
891K
+ 38.54%
$32.65 - $33.68 $29.1M - $30M
3.2M $105M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
246K
+ 6.63%
$74.5 - $78.37 $18.3M - $19.3M
3.95M $295M
ITOT
Ishares Core S&P Total U.S. St

ETFs
13.9K
+ 1.52%
$124.26 - $134.12 $1.73M - $1.87M
930K $120M
IVV
Ishares Core S&P 500 ETF

ETFs
512
+ 0.19%
$570.51 - $610.59 $292K - $313K
277K $163M
SHV
Ishares Tr

ETFs
32.9K
+ 6.34%
$109.92 - $110.57 $3.61M - $3.63M
551K $60.7M
IEFA
Ishares Tr

ETFs
93.9K
+ 14.23%
$70.06 - $77.43 $6.58M - $7.27M
754K $53M
BNDX
Vanguard Total International B

ETFs
40K
+ 8.71%
$48.91 - $50.61 $1.95M - $2.02M
499K $24.5M
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
39.5K
+ 102.54%
$23.25 - $23.37 $918K - $923K
78K $1.82M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
30.5K
+ 3.98%
$48.33 - $49.08 $1.47M - $1.5M
797K $38.6M
SCHR
Schwab Intermediate Term Us Tr

ETFs
28.2K
New
$24.19 - $50.58 $681K - $1.42M
28.2K $683K
OKTA
Okta, Inc.

Technology
6.64K
New
$71.81 - $86.11 $477K - $572K
6.64K $523K
VTI
Vanguard Total Stock Market Et

ETFs
1.21K
+ 96.43%
$280.04 - $302.45 $340K - $367K
2.47K $716K
COST
Costco Wholesale Corp

Consumer Defensive
379
New
$873.59 - $994.69 $331K - $377K
379 $347K
MUB
Ishares National Muni Bond ETF

ETFs
2.64K
New
$105.78 - $108.7 $279K - $287K
2.64K $281K
PG
Procter & Gamble CO

Consumer Defensive
1.66K
New
$161.05 - $179.7 $267K - $298K
1.66K $278K
ESGD
Ishares Trust Ishares Esg Awar

ETFs
3.55K
New
$75.65 - $83.47 $268K - $296K
3.55K $270K
JNJ
Johnson & Johnson

Healthcare
1.78K
New
$143.34 - $165.86 $255K - $295K
1.78K $257K
VUG
Vanguard Growth ETF

ETFs
613
New
$378.79 - $428.11 $232K - $262K
613 $251K
T
At&T Inc.

Communication Services
11.1K
New
$21.22 - $23.88 $235K - $264K
11.1K $251K
SPY
Spdr S&P 500 ETF Trust

ETFs
357
+ 16.94%
$567.81 - $607.81 $203K - $217K
2.47K $1.44M
SYK
Stryker Corp

Healthcare
649
New
$345.14 - $392.15 $224K - $255K
649 $233K
CATH
Global X Fds Global X S&P 500

ETFs
3.21K
New
$68.5 - $73.81 $220K - $237K
3.21K $227K
QUAL
Ishares Msci Usa Quality Facto

ETFs
2.56K
+ 1.34%
$176.42 - $186.91 $452K - $479K
193K $34.4M
VTV
Vanguard Value ETF

ETFs
1.31K
New
$168.32 - $181.87 $220K - $238K
1.31K $221K
VZ
Verizon Communications Inc

Communication Services
5.46K
New
$39.6 - $45.21 $216K - $247K
5.46K $218K
MSFT
Microsoft Corp

Technology
585
+ 18.03%
$406.35 - $454.46 $238K - $266K
3.83K $1.61M
V
Visa Inc.

Financial Services
659
New
$273.87 - $320.91 $180K - $211K
659 $208K
CVX
Chevron Corp

Energy
423
+ 19.34%
$141.15 - $162.53 $59.7K - $68.8K
2.61K $378K
AAPL
Apple Inc.

Technology
19
+ 0.72%
$221.69 - $259.02 $4.21K - $4.92K
2.65K $664K
JPM
Jpmorgan Chase & CO

Financial Services
50
+ 4.17%
$205.18 - $250.29 $10.3K - $12.5K
1.25K $299K
AMZN
Amazon Com Inc

Consumer Cyclical
20
+ 1.66%
$180.88 - $232.93 $3.62K - $4.66K
1.22K $268K
VIG
Vanguard Dividend Appreciation

ETFs
234
+ 21.97%
N/A
1.3K $236K
CMF
Ishares California Muni Bond E

ETFs
900
+ 8.53%
$56.66 - $58.1 $51K - $52.3K
11.5K $655K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
398
+ 10.24%
$113.92 - $127.38 $45.3K - $50.7K
4.29K $493K
CMI
Cummins Inc

Industrials
1
+ 0.06%
$324.93 - $383.42 $325 - $383
1.54K $536K
HPE
Hewlett Packard Enterprise CO

Technology
560
+ 4.31%
$19.31 - $23.95 $10.8K - $13.4K
13.5K $289K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
68
+ 3.44%
$442.29 - $483.08 $30.1K - $32.8K
2.04K $926K
IBM
International Business Machines Corp

Technology
85
+ 4.63%
$204.9 - $238.04 $17.4K - $20.2K
1.92K $422K
SCHO
Schwab Short Term Us Treasury

ETFs
19.4K
+ 105.09%
$24.06 - $48.88 $466K - $948K
37.8K $910K
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
133
+ 0.74%
$100.16 - $100.7 $13.3K - $13.4K
18.1K $1.82M
IEMG
Ishares Inc

ETFs
60
+ 0.93%
N/A
6.51K $349K
Vivakor Inc Com New
21.4K
New
N/A
21.4K $0
ABC
Amerisourcebergen Corp

Healthcare
2
+ 0.09%
N/A
2.27K $419K
Dimensional California Municipal Bond ETF
1.16K
+ 9.71%
N/A
13.1K $0
GE
General Electric CO

Industrials
268
+ 12.17%
$159.95 - $194.23 $42.9K - $52.1K
2.47K $411K
FIS
Fidelity National Information Services, Inc.

Technology
2
+ 0.04%
$80.14 - $90.95 $160 - $182
4.51K $364K
FE
Firstenergy Corp

Utilities
54
+ 0.99%
$39.14 - $44.52 $2.11K - $2.4K
5.53K $219K
XOM
Exxon Mobil Corp

Energy
777
+ 6.87%
$105.51 - $125.37 $82K - $97.4K
12.1K $1.3M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
1.06M
+ 206.64%
$26.93 - $84.95 $28.5M - $89.8M
1.57M $42.9M
Activity Summary
Buys All Purchases 51 New Holdings 16 Increased Positions 35 Sells All Sells 12 Reductions 12 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track True Link Financial Advisors, LLC Portfolio

Follow True Link Financial Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of True Link Financial Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on True Link Financial Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email