True Link Financial Advisors, LLC New Holdings in Q1 2025

True Link Financial Advisors, LLC

  • $1.34 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IEUR
Ishares Tr Ishares Core Msci E

ETFs
128K
New
$53.69 - $62.68 $6.86M - $8.01M
128K $7.69M
VCIT
Vanguard Intermediate Term Cor

ETFs
77.9K
New
$79.17 - $82.04 $6.17M - $6.39M
77.9K $6.37M
IWF
Ishares Russell 1000 Gr ETF

ETFs
11.3K
New
$360.07 - $417.26 $4.07M - $4.72M
11.3K $4.08M
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
45.6K
New
$76.77 - $82.22 $3.5M - $3.75M
45.6K $3.62M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
30K
New
$95.85 - $99.25 $2.88M - $2.98M
30K $2.97M
IVW
Ishares S&P 500 Growth ETF

ETFs
24.2K
New
$92.45 - $106.69 $2.24M - $2.58M
24.2K $2.24M
VEU
Vanguard Ftse All World Ex Us

ETFs
34K
New
$56.51 - $62.98 $1.92M - $2.14M
34K $2.06M
IWP
Ishares Russell Mid Cap Growth

ETFs
9.52K
New
$114.9 - $139.6 $1.09M - $1.33M
9.52K $1.12M
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
20.7K
New
$48.02 - $53.02 $993K - $1.1M
20.7K $1.02M
IWD
Ishares Russell 1000 Val ETF

ETFs
5.4K
New
$182.82 - $196.21 $987K - $1.06M
5.4K $1.02M
PRF
Invesco Exchange Traded Fd Tr

ETFs
17.6K
New
$39.4 - $42.61 $695K - $752K
17.6K $712K
IJT
Ishares S&P Small Cap 600 Grow

ETFs
4.81K
New
$121.0 - $142.28 $582K - $685K
4.81K $599K
IVE
Ishares S&P 500 Value ETF

ETFs
3.08K
New
$185.78 - $198.58 $573K - $612K
3.08K $587K
DIM
Wisdomtree Tr Intl Midcap Divi

ETFs
8.85K
New
$59.67 - $68.53 $528K - $606K
8.85K $585K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
12.1K
New
$42.5 - $46.71 $516K - $567K
12.1K $549K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
8.12K
New
$57.21 - $65.8 $464K - $534K
8.12K $473K
DTE
Dte Energy CO

Utilities
3.23K
New
$117.6 - $138.27 $380K - $447K
3.23K $447K
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
6K
New
$67.08 - $76.14 $402K - $457K
6K $442K
ALL
Allstate Corp

Financial Services
2.11K
New
$180.99 - $210.18 $382K - $444K
2.11K $437K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
807
New
$507.05 - $563.67 $409K - $455K
807 $414K
IFV
First Trust Dorsey Wright Inte

ETFs
18.9K
New
$18.61 - $20.59 $352K - $389K
18.9K $378K
DFAI
Dimensional ETF Tr

ETFs
12K
New
$28.88 - $32.4 $347K - $389K
12K $374K
WFC
Wells Fargo & Company

Financial Services
5.04K
New
$66.78 - $81.42 $337K - $410K
5.04K $361K
KEYS
Keysight Technologies, Inc.

Technology
2.34K
New
$148.16 - $185.11 $347K - $434K
2.34K $350K
DLS
Wisdomtree Tr Intl Small Cap D

ETFs
5.1K
New
$61.2 - $68.24 $312K - $348K
5.1K $336K
CAH
Cardinal Health Inc

Healthcare
2.23K
New
$118.02 - $137.77 $263K - $307K
2.23K $306K
DFS
Discover Financial Services

Financial Services
1.75K
New
$152.99 - $203.25 $268K - $355K
1.75K $298K
CMCSA
Comcast Corp

Communication Services
7.41K
New
$33.19 - $38.23 $246K - $283K
7.41K $273K
XEL
Xcel Energy Inc

Utilities
3.83K
New
$63.37 - $72.1 $242K - $276K
3.83K $270K
MS
Morgan Stanley

Financial Services
2.29K
New
$111.68 - $141.08 $256K - $324K
2.29K $267K
NUDV
Nushares ETF Tr Esg Divid ETF

ETFs
9.29K
New
$27.21 - $29.19 $253K - $271K
9.29K $259K
DTM
Dt Midstream, Inc.

Energy
2.47K
New
$86.95 - $113.75 $215K - $281K
2.47K $238K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
2.41K
New
$91.45 - $91.75 $221K - $221K
2.41K $221K
QCOM
Qualcomm Inc

Technology
1.42K
New
$151.94 - $175.86 $216K - $250K
1.42K $218K
CTSH
Cognizant Technology Solutions Corp

Technology
2.82K
New
$75.32 - $90.7 $212K - $256K
2.82K $215K
ABBV
Abb Vie Inc.

Healthcare
1.03K
New
$169.2 - $216.66 $174K - $223K
1.03K $215K
FNF
Fidelity National Financial, Inc.

Financial Services
3.3K
New
$54.25 - $65.27 $179K - $215K
3.3K $214K
SU
Suncor Energy Inc

Energy
5.2K
New
$34.27 - $40.63 $178K - $211K
5.2K $201K
DNB
Dun & Bradstreet Holdings, Inc.

Financial Services
12.8K
New
$7.89 - $12.48 $101K - $160K
12.8K $114K
Activity Summary
Buys All Purchases 73 New Holdings 40 Increased Positions 33 Sells All Sells 17 Reductions 17 Sold out 0 Options Calls 0 Puts 0
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