True Private Wealth Advisors Purchases in Q2 2025

True Private Wealth Advisors

  • $762 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
COMT
Ishares U.S. ETF Trust Gsci CO

ETFs
648K
New
$23.54 - $27.53 $15.2M - $17.8M
648K $16.7M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
321K
+ 3253.95%
$45.07 - $52.57 $14.4M - $16.9M
330K $16.1M
IBTH
Ishares Tr Ibonds Dec 2027 Ter

ETFs
584K
+ 41.8%
$22.3 - $22.57 $13M - $13.2M
1.98M $44.5M
IEUR
Ishares Tr Ishares Core Msci E

ETFs
139K
+ 48.9%
$53.75 - $67.21 $7.46M - $9.33M
423K $28M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
113K
+ 26.46%
$50.08 - $63.14 $5.66M - $7.14M
540K $34.1M
IXUS
Ishares Tr

ETFs
76K
+ 13.35%
$62.37 - $77.63 $4.74M - $5.9M
646K $49.9M
IBTJ
Ishares Tr Ibonds Dec 2029 Tre

ETFs
432K
+ 28.61%
$21.57 - $21.99 $9.31M - $9.49M
1.94M $42.5M
IBTL
Ishares Tr Ibonds Dec 2031 Ter

ETFs
243K
+ 14.61%
$20.04 - $20.55 $4.88M - $5M
1.91M $39.1M
NVDA
Nvidia Corp

Technology
14.6K
+ 26.73%
$94.31 - $157.99 $1.37M - $2.3M
69K $10.9M
SOXX
Ishares Semiconductor ETF

ETFs
11.7K
New
$154.86 - $239.07 $1.81M - $2.79M
11.7K $2.78M
ONEQ
Fidelity Nasdaq Composite Inde

ETFs
33.2K
+ 835.78%
$60.22 - $80.1 $2M - $2.66M
37.2K $2.98M
XMMO
Invesco Exchange Traded Fd Tr

ETFs
18.6K
New
$101.93 - $128.63 $1.89M - $2.39M
18.6K $2.39M
CWB
Spdr Bloomberg Convertible Sec

ETFs
24.9K
+ 372.72%
$71.86 - $82.66 $1.79M - $2.06M
31.6K $2.61M
ZECP
Zacks Tr Earnings Constant Por

ETFs
37.9K
+ 16.13%
$27.11 - $31.91 $1.03M - $1.21M
273K $8.71M
ARKF
Ark ETF Tr Fintech Innovation

ETFs
29.4K
New
$29.19 - $50.24 $859K - $1.48M
29.4K $1.48M
ICOW
Pacer Fds Tr Devel Mrkts Intl

ETFs
43.2K
New
$27.79 - $34.16 $1.2M - $1.47M
43.2K $1.47M
IYW
Ishares Dj Us Tech ETF

ETFs
5.51K
+ 272.52%
$122.57 - $173.27 $676K - $955K
7.54K $1.31M
MU
Micron Technology Inc

Technology
3.21K
+ 18.7%
$64.72 - $127.91 $208K - $411K
20.4K $2.51M
GOOGL
Alphabet Inc.

Communication Services
3.57K
+ 24.36%
$144.7 - $178.6 $516K - $637K
18.2K $3.21M
SPHB
Invesco ETF Tr Ii S&P 500 High

ETFs
8.28K
New
$67.28 - $97.53 $557K - $808K
8.28K $807K
CLOI
Vaneck ETF Tr

ETFs
14.1K
+ 4.06%
$51.16 - $53.02 $720K - $746K
361K $19.1M
RPG
Invesco Exchange Traded Fd Tr

ETFs
15.3K
New
$33.86 - $45.77 $518K - $700K
15.3K $700K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
8.88K
+ 14.98%
$32.66 - $40.75 $290K - $362K
68.1K $2.76M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
23.1K
+ 19.26%
$24.98 - $25.66 $578K - $594K
143K $3.67M
AOR
Ishares Tr Core Growth Allocat

ETFs
1.54K
+ 1.33%
$53.36 - $61.57 $82K - $94.6K
117K $7.22M
QQQ
Invesco Qqq Trust, Series 1

ETFs
302
+ 7.85%
$416.06 - $551.64 $126K - $167K
4.15K $2.29M
NKE
Nike, Inc.

Consumer Cyclical
5.44K
+ 43.73%
$53.27 - $72.04 $290K - $392K
17.9K $1.27M
IBM
International Business Machines Corp

Technology
673
+ 11.14%
$221.03 - $294.78 $149K - $198K
6.71K $1.98M
PM
Philip Morris International Inc.

Consumer Defensive
1.88K
+ 44.36%
$149.23 - $184.95 $280K - $347K
6.1K $1.11M
TMFC
Rbb Rf Inc Motley Fool 100 Ind

ETFs
6.56K
New
$49.85 - $64.51 $327K - $423K
6.56K $423K
TSLA
Tesla, Inc.

Consumer Cyclical
174
+ 2.77%
$221.86 - $362.89 $38.6K - $63.1K
6.47K $2.05M
AVGO
Broadcom Inc.

Technology
102
+ 2.94%
$146.29 - $275.65 $14.9K - $28.1K
3.57K $983K
QCOM
Qualcomm Inc

Technology
2.5K
New
$124.66 - $159.48 $312K - $399K
2.5K $398K
GOOG
Alphabet Inc.

Communication Services
827
+ 7.08%
$146.58 - $180.01 $121K - $149K
12.5K $2.22M
GLD
Spdr Gold Trust

ETFs
482
+ 3.35%
$273.71 - $316.29 $132K - $152K
14.9K $4.53M
BA
Boeing CO

Industrials
605
+ 10.1%
$136.59 - $217.51 $82.6K - $132K
6.6K $1.38M
NVO
Novo Nordisk A S

Healthcare
5.08K
New
$58.08 - $81.05 $295K - $412K
5.08K $350K
IGV
Ishares Expanded Tech Software

ETFs
2.6K
+ 88.6%
$80.15 - $109.5 $208K - $284K
5.53K $605K
CEG
Constellation Energy Corp

Utilities
1.06K
New
$170.96 - $322.76 $181K - $342K
1.06K $342K
GE
General Electric CO

Industrials
1.32K
New
$166.81 - $257.39 $220K - $339K
1.32K $338K
CSCO
Cisco Systems, Inc.

Technology
3.33K
+ 25.62%
$53.19 - $69.38 $177K - $231K
16.3K $1.13M
USB
Us Bancorp \De\

Financial Services
2.23K
+ 2.99%
$36.4 - $45.76 $81.1K - $102K
76.6K $3.47M
AMPL
Amplitude, Inc.

Technology
23.6K
New
$7.71 - $12.97 $182K - $306K
23.6K $292K
BAC
Bank Of America Corp

Financial Services
4.52K
+ 38.33%
$34.39 - $47.46 $155K - $214K
16.3K $771K
XLU
Utilities Sector Spdr

ETFs
2.22K
+ 6.5%
$73.09 - $82.77 $162K - $184K
36.3K $2.97M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
5.34K
New
$49.79 - $50.75 $266K - $271K
5.34K $271K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
2.86K
+ 20.66%
$91.43 - $91.74 $261K - $262K
16.7K $1.53M
BBAI
Big Bear.Ai Holdings, Inc.

Technology
5.63K
+ 9.91%
$2.39 - $6.79 $13.5K - $38.2K
62.4K $423K
MS
Morgan Stanley

Financial Services
251
+ 2.72%
$99.83 - $140.86 $25.1K - $35.4K
9.46K $1.33M
Activity Summary
Buys All Purchases 129 New Holdings 28 Increased Positions 101 Sells All Sells 100 Reductions 100 Sold out 0 Options Calls 0 Puts 0
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