True Private Wealth Advisors Purchases in Q3 2025

True Private Wealth Advisors

  • $823 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
IVW
Ishares S&P 500 Growth ETF

ETFs
92.3K
+ 597.24%
$108.97 - $121.65 $10.1M - $11.2M
108K $13M
IXUS
Ishares Tr

ETFs
52.2K
+ 8.09%
$76.35 - $82.58 $3.99M - $4.31M
698K $57.6M
IEUR
Ishares Tr Ishares Core Msci E

ETFs
61.7K
+ 14.59%
$64.17 - $68.19 $3.96M - $4.2M
484K $33M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
33.3K
+ 6.16%
$62.54 - $68.42 $2.08M - $2.28M
573K $38.7M
ULST
Ssga Active ETF Tr Ssga Ultra

ETFs
68.4K
New
$40.49 - $40.7 $2.77M - $2.78M
68.4K $2.78M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
16.2K
New
$136.48 - $142.97 $2.21M - $2.31M
16.2K $2.26M
NVDA
Nvidia Corp

Technology
354
+ 0.51%
$153.3 - $186.58 $54.3K - $66K
69.4K $12.9M
ARKF
Ark ETF Tr Fintech Innovation

ETFs
27.7K
+ 94.07%
$49.31 - $57.77 $1.36M - $1.6M
57.1K $3.24M
SOXX
Ishares Semiconductor ETF

ETFs
4.24K
+ 36.31%
$236.93 - $271.12 $1M - $1.15M
15.9K $4.31M
EZU
Ishares Inc Msci Eurozone ETF

ETFs
23.8K
New
$57.5 - $61.94 $1.37M - $1.47M
23.8K $1.47M
COMT
Ishares U.S. ETF Trust Gsci CO

ETFs
25.2K
+ 3.88%
$25.84 - $27.2 $650K - $684K
673K $18.1M
ABBV
Abb Vie Inc.

Healthcare
384
+ 1.44%
$184.85 - $231.54 $71K - $88.9K
27K $6.25M
JNJ
Johnson & Johnson

Healthcare
1.17K
+ 3.76%
$155.17 - $185.42 $182K - $217K
32.3K $5.99M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
30.7K
+ 7.09%
$26.38 - $27.95 $810K - $858K
463K $12.7M
GOOG
Alphabet Inc.

Communication Services
1.13K
+ 9.0%
$175.16 - $255.24 $197K - $287K
13.6K $3.32M
GLD
Spdr Gold Trust

ETFs
743
+ 5.0%
$300.96 - $355.47 $224K - $264K
15.6K $5.55M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
19.8K
+ 371.15%
$50.53 - $50.82 $1M - $1.01M
25.2K $1.28M
FEZ
Spdr Euro Stoxx 50 ETF

ETFs
15.9K
New
$57.15 - $62.12 $909K - $988K
15.9K $988K
IYW
Ishares Dj Us Tech ETF

ETFs
4.07K
+ 54.06%
$171.38 - $197.01 $698K - $803K
11.6K $2.27M
UNH
Unitedhealth Group Inc

Healthcare
2.15K
+ 138.72%
$237.77 - $353.61 $512K - $761K
3.71K $1.28M
AOR
Ishares Tr Core Growth Allocat

ETFs
4.6K
+ 3.92%
$60.99 - $64.39 $281K - $296K
122K $7.84M
IBTL
Ishares Tr Ibonds Dec 2031 Ter

ETFs
18.9K
+ 0.99%
$20.18 - $20.7 $380K - $390K
1.93M $39.6M
RDVY
First Trust Rising Dividend Ac

ETFs
6.91K
New
$62.38 - $67.29 $431K - $465K
6.91K $464K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
6.68K
+ 9.81%
$39.8 - $42.86 $266K - $286K
74.8K $3.2M
GCOW
Pacer Fds Tr Global Cash Cows

ETFs
9.03K
+ 31.95%
$38.1 - $40.7 $344K - $367K
37.3K $1.48M
IBTJ
Ishares Tr Ibonds Dec 2029 Tre

ETFs
14.7K
+ 0.76%
$21.68 - $22.04 $318K - $324K
1.95M $42.9M
PLTR
Palantir Technologies Inc.

Technology
919
+ 27.71%
$130.68 - $186.97 $120K - $172K
4.24K $772K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
3.92K
+ 56.18%
$68.24 - $73.73 $268K - $289K
10.9K $801K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
3.77K
+ 44.77%
$78.96 - $80.04 $297K - $301K
12.2K $973K
XOM
Exxon Mobil Corp

Energy
944
+ 2.4%
$105.83 - $117.22 $99.9K - $111K
40.3K $4.55M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
3.42K
New
$79.76 - $85.78 $273K - $293K
3.42K $289K
SMTC
Semtech Corp

Technology
4K
New
$42.59 - $71.45 $170K - $286K
4K $285K
USB
Us Bancorp \De\

Financial Services
904
+ 1.18%
$43.94 - $50.41 $39.7K - $45.6K
77.5K $3.75M
IEFA
Ishares Tr

ETFs
1.07K
+ 2.7%
$81.7 - $87.53 $87.5K - $93.7K
40.7K $3.56M
IJS
Ishares S&P Smallcap 600 Value

ETFs
2.21K
New
$98.99 - $112.2 $219K - $248K
2.21K $244K
WFC
Wells Fargo & Company

Financial Services
1.73K
+ 8.45%
$77.05 - $85.16 $134K - $148K
22.2K $1.86M
AMAT
Applied Materials Inc

Technology
1.07K
New
$156.25 - $204.95 $167K - $220K
1.07K $219K
EEM
Ishares Msci Emerging Markets

ETFs
4.1K
New
$48.07 - $53.4 $197K - $219K
4.1K $218K
RING
Ishares Inc Msci Global Gold M

ETFs
3.36K
New
$42.96 - $64.71 $144K - $217K
3.36K $217K
CRDO
Credo Technology Group Holding LTD

Technology
1.46K
New
$87.59 - $172.31 $128K - $252K
1.46K $212K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
6
+ 0.05%
$459.11 - $506.91 $2.75K - $3.04K
12.1K $6.08M
XLK
Technology Sector Spdr

ETFs
724
New
$250.97 - $282.66 $182K - $205K
724 $204K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
17.9K
+ 5.43%
$46.51 - $50.07 $834K - $898K
348K $16.3M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
729
New
$224.68 - $282.71 $164K - $206K
729 $203K
VV
Vanguard Large Cap ETF

ETFs
657
New
$285.05 - $309.14 $187K - $203K
657 $202K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
25
+ 0.84%
$103.83 - $179.9 $2.6K - $4.5K
3.02K $538K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
1.7K
+ 6.07%
$42.67 - $46.91 $72.4K - $79.6K
29.6K $1.39M
RTX
Raytheon Technologies Corp

Industrials
11
+ 0.12%
$144.19 - $167.33 $1.59K - $1.84K
8.84K $1.48M
MS
Morgan Stanley

Financial Services
24
+ 0.25%
$139.09 - $161.16 $3.34K - $3.87K
9.49K $1.51M
Activity Summary
Buys All Purchases 123 New Holdings 26 Increased Positions 97 Sells All Sells 113 Reductions 113 Sold out 0 Options Calls 0 Puts 0
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