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
QQQM
Invesco Exchange Traded Fd Tr

ETFs
602
+ 29.12%
$192.82 - $222.1 $116K - $134K
2.67K $515K
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
571
+ 22.69%
$114.57 - $118.14 $65.4K - $67.5K
3.09K $364K
DUK
Duke Energy Corp

Utilities
170
+ 5.15%
$105.87 - $121.97 $18K - $20.7K
3.47K $423K
BMY
Bristol Myers Squibb CO

Healthcare
348
+ 3.78%
$53.9 - $63.11 $18.8K - $22K
9.56K $583K
META
Meta Platforms, Inc.

Communication Services
178
+ 5.57%
$576.36 - $736.67 $103K - $131K
3.37K $1.94M
PLTR
Palantir Technologies Inc.

Technology
258
+ 8.73%
$64.98 - $124.62 $16.8K - $32.2K
3.21K $271K
MS
Morgan Stanley

Financial Services
1.03K
+ 12.61%
$111.68 - $141.08 $115K - $146K
9.21K $1.07M
AMGN
Amgen Inc

Healthcare
6
+ 0.76%
$258.59 - $327.36 $1.55K - $1.96K
791 $246K
MCD
Mcdonalds Corp

Consumer Cyclical
23
+ 1.5%
$279.74 - $321.29 $6.43K - $7.39K
1.55K $485K
KMB
Kimberly Clark Corp

Consumer Defensive
1
+ 0.03%
$124.46 - $147.4 $124 - $147
3.67K $522K
CRWD
Crowd Strike Holdings, Inc.

Technology
82
+ 8.04%
$308.86 - $455.36 $25.3K - $37.3K
1.1K $388K
ZS
Zscaler, Inc.

Technology
11
+ 0.56%
$181.66 - $216.87 $2K - $2.39K
1.97K $391K
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
2.24K
+ 19.0%
$13.05 - $13.97 $29.2K - $31.3K
14K $191K
DE
Deere & CO

Industrials
9
+ 1.26%
$408.57 - $509.27 $3.68K - $4.58K
722 $338K
TIP
Ishares Tr Tips Bd ETF

ETFs
46
+ 0.77%
$106.22 - $111.09 $4.89K - $5.11K
6.06K $672K
PAYX
Paychex Inc

Industrials
35
+ 1.93%
$136.06 - $154.52 $4.76K - $5.41K
1.85K $285K
SYK
Stryker Corp

Healthcare
60
+ 8.21%
$355.18 - $399.9 $21.3K - $24K
791 $294K
SHW
Sherwin Williams CO

Basic Materials
16
+ 1.27%
$330.16 - $365.55 $5.28K - $5.85K
1.28K $445K
DGRO
Ishares Core Dividend Growth E

ETFs
213
+ 3.34%
$60.46 - $64.42 $12.9K - $13.7K
6.6K $407K
TDY
Teledyne Technologies Inc

Technology
1
+ 0.23%
$455.51 - $518.84 $456 - $519
443 $220K
DNP
Dnp Select Income Fund Inc

Financial Services
145
+ 1.41%
$8.93 - $9.92 $1.29K - $1.44K
10.4K $103K
F
Ford Motor CO

Consumer Cyclical
544
+ 1.88%
$9.12 - $10.43 $4.96K - $5.67K
29.4K $295K
MRK
Merck & Co., Inc.

Healthcare
696
+ 12.65%
$83.01 - $101.02 $57.8K - $70.3K
6.2K $556K
C
Citigroup Inc

Financial Services
7
+ 0.24%
$67.23 - $84.63 $471 - $592
2.96K $209K
FPE
First Tr Pfd Secs & Income ETF

ETFs
233
+ 1.1%
$17.53 - $17.87 $4.08K - $4.16K
21.4K $376K
CMCSA
Comcast Corp

Communication Services
224
+ 2.01%
$33.19 - $38.23 $7.43K - $8.56K
11.4K $419K
SMOT
Vaneck ETF Tr Morningstar Smid
10.5K
+ 13.15%
N/A
90.2K $0
Zacks Trust
16.9K
New
N/A
16.9K $0
AMZU
Direxion Shs ETF Tr Daily Amzn
462
+ 0.85%
N/A
54.7K $0
World Fds Tr
1.14K
+ 22.86%
N/A
6.14K $0
Bank Montreal Que
101
+ 2.73%
N/A
3.8K $0
Tidal ETF Tr
16.5K
New
N/A
16.5K $0
Bitwise Bitcoin ETF Tr
33
+ 0.18%
N/A
18.8K $0
GGLL
Direxion Shs ETF Tr Daily Goog
1
+ 0.01%
N/A
14.2K $0
AAPU
Direxion Shs ETF Tr Daily Aapl
1.1K
+ 1.83%
N/A
61.2K $0
Graniteshares ETF Tr
608
+ 1.42%
N/A
43.5K $0
Graniteshares ETF Tr
1.07K
+ 1.42%
N/A
76.2K $0
Lam Research Corp
600
+ 15.17%
N/A
4.56K $0
Kenvue Inc
95
+ 0.87%
N/A
11K $0
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
5
+ 0.14%
$67.03 - $74.61 $335 - $373
3.51K $238K
WMT
Walmart Inc.

Consumer Defensive
2
+ 0.04%
$84.5 - $105.05 $169 - $210
4.82K $423K
PFE
Pfizer Inc

Healthcare
2.4K
+ 3.77%
$25.01 - $27.13 $60.1K - $65.2K
66.1K $1.68M
BA
Boeing CO

Industrials
121
+ 2.06%
$148.15 - $186.25 $17.9K - $22.5K
5.99K $1.02M
ISRG
Intuitive Surgical Inc

Healthcare
1
+ 0.14%
$476.63 - $610.45 $477 - $610
733 $363K
HD
Home Depot, Inc.

Consumer Cyclical
26
+ 1.94%
$347.25 - $424.87 $9.03K - $11K
1.37K $500K
LOW
Lowes Companies Inc

Consumer Cyclical
1
+ 0.05%
$222.66 - $268.42 $223 - $268
1.82K $424K
COLB
Columbia Banking System, Inc.

Financial Services
54
+ 0.4%
$23.89 - $28.84 $1.29K - $1.56K
13.7K $341K
UPS
United Parcel Service Inc

Industrials
25
+ 1.37%
$109.66 - $136.26 $2.74K - $3.41K
1.85K $203K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
76
+ 0.36%
$53.6 - $58.97 $4.07K - $4.48K
21.2K $1.16M
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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