True Private Wealth Advisors Purchases in Q1 2025

True Private Wealth Advisors

  • $788 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IBTL
Ishares Tr Ibonds Dec 2031 Ter

ETFs
1.67M
New
$19.55 - $20.33 $32.6M - $33.9M
1.67M $33.9M
IBTJ
Ishares Tr Ibonds Dec 2029 Tre

ETFs
1.51M
New
$21.16 - $21.77 $31.9M - $32.8M
1.51M $32.8M
IBTH
Ishares Tr Ibonds Dec 2027 Ter

ETFs
1.4M
New
$22.11 - $22.43 $30.9M - $31.3M
1.4M $31.3M
ULST
Ssga Active ETF Tr Ssga Ultra

ETFs
425K
New
$40.24 - $40.65 $17.1M - $17.3M
425K $17.3M
IEUR
Ishares Tr Ishares Core Msci E

ETFs
284K
New
$53.69 - $62.68 $15.2M - $17.8M
284K $17.1M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
277K
+ 184.6%
$54.25 - $57.64 $15M - $16M
427K $23.5M
CLOI
Vaneck ETF Tr

ETFs
140K
+ 67.76%
$52.68 - $53.16 $7.38M - $7.44M
347K $18.3M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
65.4K
+ 1475.13%
$58.01 - $64.46 $3.8M - $4.22M
69.9K $4.34M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
115K
+ 35.04%
$27.01 - $28.54 $3.1M - $3.27M
442K $12.4M
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
60.8K
+ 7.43%
$50.87 - $51.09 $3.09M - $3.11M
880K $44.9M
VGT
Vanguard Information Technolog

ETFs
4.77K
+ 30.65%
$542.38 - $646.34 $2.59M - $3.08M
20.3K $11M
VONV
Vanguard Russell 1000 Value Et

ETFs
12.1K
New
$80.21 - $86.14 $974K - $1.05M
12.1K $1M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
37K
+ 44.51%
$24.73 - $25.62 $915K - $948K
120K $3.07M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
8.69K
+ 168.9%
$91.45 - $91.75 $794K - $797K
13.8K $1.27M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
946
New
$402.49 - $513.76 $381K - $486K
946 $458K
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
8.8K
+ 45.99%
$44.68 - $46.49 $393K - $409K
27.9K $1.29M
SPIB
Spdr Portfolio Intermediate Te

ETFs
11.6K
+ 46.31%
$32.5 - $33.3 $378K - $388K
36.8K $1.22M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
7.68K
+ 14.9%
$33.84 - $37.77 $260K - $290K
59.2K $2.16M
LLY
Eli Lilly & CO

Healthcare
26
+ 0.38%
$725.72 - $929.72 $18.9K - $24.2K
6.87K $5.67M
IAU
Ishares Gold Trust

ETFs
337
+ 0.88%
$49.74 - $58.96 $16.8K - $19.9K
38.7K $2.28M
GCOW
Pacer Fds Tr Global Cash Cows

ETFs
8.74K
+ 57.5%
$33.63 - $37.64 $294K - $329K
23.9K $885K
VZ
Verizon Communications Inc

Communication Services
1.19K
+ 2.22%
$37.81 - $46.49 $44.8K - $55.1K
54.6K $2.48M
EFA
Ishares Tr Msci Eafe ETF

ETFs
4.02K
New
$74.85 - $84.89 $301K - $341K
4.02K $328K
AVGO
Broadcom Inc.

Technology
2.3K
+ 196.92%
$167.43 - $244.7 $385K - $562K
3.47K $580K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
1.48K
New
$196.12 - $229.48 $290K - $340K
1.48K $299K
AMD
Advanced Micro Devices Inc

Technology
2.77K
New
$96.63 - $129.55 $267K - $358K
2.77K $284K
IVLU
Ishares Tr Edge Msci Intl Valu

ETFs
9.24K
New
$26.71 - $31.58 $247K - $292K
9.24K $280K
MSTR
Microstrategy Inc

Technology
950
New
$239.27 - $396.5 $227K - $377K
950 $273K
ONEQ
Fidelity Nasdaq Composite Inde

ETFs
3.97K
New
$68.07 - $78.99 $270K - $314K
3.97K $270K
SMR
Nuscale Power Corp

Industrials
19K
New
$14.16 - $29.08 $269K - $552K
19K $268K
EIX
Edison International

Utilities
4.11K
New
$50.06 - $80.01 $206K - $329K
4.11K $242K
VGSH
Vanguard

ETFs
3.95K
+ 67.3%
$58.07 - $58.69 $229K - $232K
9.82K $576K
UNH
Unitedhealth Group Inc

Healthcare
443
New
$461.52 - $548.18 $204K - $243K
443 $232K
GILD
Gilead Sciences, Inc.

Healthcare
2.04K
New
$89.14 - $117.41 $181K - $239K
2.04K $228K
CWB
Spdr Bloomberg Convertible Sec

ETFs
3.02K
+ 82.22%
$75.99 - $81.58 $229K - $246K
6.69K $512K
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
2.14K
New
$97.25 - $104.79 $208K - $225K
2.14K $222K
COST
Costco Wholesale Corp

Consumer Defensive
66
+ 1.23%
$890.62 - $1076.86 $58.8K - $71.1K
5.44K $5.15M
MDLZ
Mondelez International, Inc.

Consumer Defensive
3.25K
New
$56.12 - $68.15 $182K - $221K
3.25K $220K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
3.68K
+ 17.66%
$37.07 - $40.63 $136K - $149K
24.5K $965K
PG
Procter & Gamble CO

Consumer Defensive
896
+ 20.06%
$158.56 - $176.26 $142K - $158K
5.36K $913K
VTV
Vanguard Value ETF

ETFs
503
+ 2.37%
$167.73 - $179.21 $84.4K - $90.1K
21.7K $3.76M
ERX
Direxion Daily Energy Bull 2 X

ETFs
122
+ 0.83%
$54.72 - $66.61 $6.68K - $8.13K
14.7K $962K
KR
Kroger CO

Consumer Defensive
1.2K
+ 12.99%
$58.36 - $67.72 $70.2K - $81.5K
10.5K $708K
MA
Mastercard Inc

Financial Services
242
+ 55.0%
$504.67 - $576.31 $122K - $139K
682 $373K
AOM
Ishares Tr Core Moderate Alloc

ETFs
1.88K
+ 3.22%
$42.93 - $44.71 $80.5K - $83.9K
60.2K $2.64M
MU
Micron Technology Inc

Technology
693
+ 4.21%
$86.89 - $109.38 $60.2K - $75.8K
17.2K $1.49M
AOR
Ishares Tr Core Growth Allocat

ETFs
1.26K
+ 1.1%
$56.63 - $59.39 $71.5K - $75K
116K $6.66M
T
At&T Inc.

Communication Services
948
+ 8.1%
$21.56 - $28.28 $20.4K - $26.8K
12.7K $357K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
1.09K
+ 12.44%
$48.65 - $53.06 $53K - $57.8K
9.85K $511K
Activity Summary
Buys All Purchases 115 New Holdings 21 Increased Positions 94 Sells All Sells 100 Reductions 100 Sold out 0 Options Calls 0 Puts 0
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