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
UNH
Unitedhealth Group Inc

Healthcare
1.11K
+ 250.34%
$274.35 - $599.47 $304K - $665K
1.55K $484K
TXN
Texas Instruments Inc

Technology
1.28K
New
N/A
1.28K $248K
SPIB
Spdr Portfolio Intermediate Te

ETFs
6.95K
+ 18.89%
$32.62 - $33.58 $227K - $233K
43.7K $1.47M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
5.24K
+ 18.76%
$45.2 - $46.6 $237K - $244K
33.2K $1.54M
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
3.05K
New
$62.73 - $78.42 $191K - $239K
3.05K $235K
ORCL
Oracle Corp

Technology
321
+ 15.79%
$122.82 - $218.63 $39.4K - $70.2K
2.35K $514K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
3.43K
+ 14.0%
$34.72 - $42.74 $119K - $147K
27.9K $1.19M
ITA
Ishares Tr

ETFs
1.19K
New
$135.31 - $188.64 $161K - $225K
1.19K $224K
AZO
Autozone Inc

Consumer Cyclical
58
New
$3478.38 - $3880.15 $202K - $225K
58 $215K
KO
Coca Cola CO

Consumer Defensive
3.08K
+ 68.26%
$68.37 - $73.9 $210K - $227K
7.58K $536K
PG
Procter & Gamble CO

Consumer Defensive
1.71K
+ 31.97%
$157.66 - $172.39 $270K - $295K
7.08K $1.13M
DFEN
Direxion Shs ETF Tr Daily Aero

ETFs
1.13K
+ 16.35%
$20.4 - $51.88 $23K - $58.5K
8.03K $416K
INTC
Intel Corp

Technology
9.15K
New
$18.13 - $22.69 $166K - $208K
9.15K $204K
KEYS
Keysight Technologies, Inc.

Technology
1.24K
New
$127.02 - $165.4 $158K - $206K
1.24K $203K
GCOW
Pacer Fds Tr Global Cash Cows

ETFs
4.32K
+ 18.03%
$32.99 - $38.56 $142K - $166K
28.3K $1.07M
WFC
Wells Fargo & Company

Financial Services
211
+ 1.04%
$60.98 - $80.12 $12.9K - $16.9K
20.5K $1.64M
PLTR
Palantir Technologies Inc.

Technology
102
+ 3.17%
$74.01 - $144.25 $7.55K - $14.7K
3.32K $452K
CRWD
Crowd Strike Holdings, Inc.

Technology
10
+ 0.91%
$321.63 - $509.31 $3.22K - $5.09K
1.11K $566K
DIS
Walt Disney CO

Communication Services
830
+ 27.94%
$81.72 - $124.01 $67.8K - $103K
3.8K $471K
CAT
Caterpillar Inc

Industrials
17
+ 0.64%
$273.94 - $388.21 $4.66K - $6.6K
2.68K $1.04M
RTX
Raytheon Technologies Corp

Industrials
214
+ 2.48%
$113.75 - $148.48 $24.3K - $31.8K
8.83K $1.29M
ABT
Abbott Laboratories

Healthcare
941
+ 22.05%
$123.95 - $138.08 $117K - $130K
5.21K $708K
AMD
Advanced Micro Devices Inc

Technology
177
+ 6.4%
$78.21 - $143.81 $13.8K - $25.5K
2.94K $417K
T
At&T Inc.

Communication Services
4.15K
+ 32.78%
$26.33 - $28.94 $109K - $120K
16.8K $486K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
1.45K
+ 20.84%
$77.94 - $79.5 $113K - $115K
8.41K $668K
VGSH
Vanguard

ETFs
1.93K
+ 19.61%
$58.32 - $58.95 $112K - $114K
11.8K $690K
MO
Altria Group, Inc.

Consumer Defensive
1.76K
+ 37.36%
$55.56 - $60.91 $97.8K - $107K
6.47K $379K
MRVL
Marvell Technology, Inc.

Technology
238
+ 5.11%
$49.38 - $79.97 $11.8K - $19K
4.89K $378K
WMT
Walmart Inc.

Consumer Defensive
305
+ 6.33%
$81.79 - $99.98 $24.9K - $30.5K
5.12K $501K
LLY
Eli Lilly & CO

Healthcare
497
+ 7.24%
$713.71 - $898.95 $355K - $447K
7.37K $5.74M
TT
Trane Technologies PLC

Industrials
5
+ 0.76%
$315.21 - $437.41 $1.58K - $2.19K
666 $291K
V
Visa Inc.

Financial Services
138
+ 3.44%
$308.27 - $373.31 $42.5K - $51.5K
4.15K $1.47M
EFG
Msci Eafe Growth ETF

ETFs
297
+ 11.2%
$89.8 - $112.0 $26.7K - $33.3K
2.95K $330K
VBR
Vanguard Small Cap Value ETF

ETFs
14
+ 0.21%
$162.76 - $195.77 $2.28K - $2.74K
6.53K $1.27M
IRM
Iron Mountain Inc

Real Estate
107
+ 3.73%
$76.93 - $105.25 $8.23K - $11.3K
2.98K $305K
MA
Mastercard Inc

Financial Services
83
+ 12.17%
$479.92 - $590.74 $39.8K - $49K
765 $429K
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
4.84K
+ 34.52%
$12.21 - $13.9 $59.1K - $67.3K
18.9K $245K
IWY
Ishares Tr Russell 200 Growth

ETFs
1
+ 0.07%
$187.5 - $246.51 $188 - $247
1.42K $349K
PYPL
Pay Pal Holdings, Inc.

Financial Services
27
+ 0.55%
$57.41 - $74.81 $1.55K - $2.02K
4.94K $366K
F
Ford Motor CO

Consumer Cyclical
1.91K
+ 6.48%
$8.69 - $10.85 $16.6K - $20.7K
31.3K $339K
C
Citigroup Inc

Financial Services
6
+ 0.2%
$58.13 - $85.12 $349 - $511
2.96K $252K
ISRG
Intuitive Surgical Inc

Healthcare
15
+ 2.05%
$451.58 - $565.94 $6.77K - $8.49K
748 $406K
DE
Deere & CO

Industrials
22
+ 3.05%
$412.99 - $531.48 $9.09K - $11.7K
744 $378K
SCHW
Schwab Charles Corp

Financial Services
38
+ 1.38%
$69.06 - $91.24 $2.62K - $3.47K
2.79K $254K
EFA
Ishares Tr Msci Eafe ETF

ETFs
15
+ 0.37%
$72.96 - $90.39 $1.09K - $1.36K
4.04K $360K
CRM
Salesforce, Inc.

Technology
7
+ 0.12%
$236.26 - $291.15 $1.65K - $2.04K
6.03K $1.64M
VZ
Verizon Communications Inc

Communication Services
3.24K
+ 5.92%
$41.67 - $45.62 $135K - $148K
57.9K $2.5M
KMI
Kinder Morgan, Inc.

Energy
600
+ 8.03%
$25.21 - $29.4 $15.1K - $17.6K
8.07K $237K
DGRO
Ishares Core Dividend Growth E

ETFs
138
+ 2.09%
$55.22 - $63.94 $7.62K - $8.82K
6.74K $430K
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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