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
SYK
Stryker Corp

Healthcare
12
+ 1.52%
$337.37 - $395.63 $4.05K - $4.75K
803 $317K
KMB
Kimberly Clark Corp

Consumer Defensive
510
+ 13.88%
$126.84 - $145.22 $64.7K - $74.1K
4.18K $539K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
170
+ 0.77%
$82.21 - $83.12 $14K - $14.1K
22.1K $1.83M
FISV
Fiserv Inc

Technology
86
+ 5.06%
N/A
1.79K $223K
FPE
First Tr Pfd Secs & Income ETF

ETFs
240
+ 1.12%
$16.93 - $17.81 $4.06K - $4.27K
21.6K $385K
Zacks Trust
14.1K
+ 83.38%
N/A
31K $0
Zacks Trust
63.1K
+ 10.35%
N/A
673K $0
Ark 21 Shares Bitcoin ETF
6.9K
New
N/A
6.9K $0
Tidal Trust Iii
9.98K
New
N/A
9.98K $0
TSLL
Direxion Shs ETF Tr Daily Tsla
392
+ 0.9%
N/A
43.9K $0
Ishares Tr
1.49M
New
N/A
1.49M $0
Bank Montreal Que
90.6K
New
N/A
90.6K $0
Tidal Trust I
1.39K
+ 8.42%
N/A
17.9K $0
Ge Vernova Inc
390
New
N/A
390 $0
Grayscale Bitcoin Mini Tr Et
4.23K
New
N/A
4.23K $0
MDLZ
Mondelez International, Inc.

Consumer Defensive
21
+ 0.65%
$63.54 - $68.5 $1.33K - $1.44K
3.27K $220K
Ishares Tr
1.62M
New
N/A
1.62M $0
Lam Research Corp
1
+ 0.02%
N/A
4.56K $0
Kenvue Inc
5
+ 0.05%
N/A
11K $0
DUK
Duke Energy Corp

Utilities
102
+ 2.94%
$112.46 - $124.05 $11.5K - $12.7K
3.57K $421K
WY
Weyerhaeuser CO

Real Estate
1.48K
+ 12.41%
$24.69 - $29.48 $36.6K - $43.7K
13.4K $344K
MRK
Merck & Co., Inc.

Healthcare
758
+ 12.23%
$73.47 - $87.12 $55.7K - $66K
6.96K $550K
MCD
Mcdonalds Corp

Consumer Cyclical
79
+ 5.08%
$285.55 - $321.23 $22.6K - $25.4K
1.63K $477K
LOW
Lowes Companies Inc

Consumer Cyclical
19
+ 1.04%
$210.83 - $235.28 $4.01K - $4.47K
1.84K $408K
LPX
Louisiana Pacific Corp

Industrials
1
+ 0.02%
$81.16 - $95.48 $81.2 - $95.5
6.27K $538K
BMY
Bristol Myers Squibb CO

Healthcare
1.48K
+ 15.45%
$44.12 - $59.6 $65.2K - $88K
11K $510K
JNJ
Johnson & Johnson

Healthcare
1.37K
+ 4.61%
$146.36 - $159.82 $201K - $219K
31.1K $4.76M
CVX
Chevron Corp

Energy
1.08K
+ 3.3%
$133.73 - $168.51 $144K - $182K
33.8K $4.84M
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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