True Private Wealth Advisors Incresed Positions in Q4 2024

True Private Wealth Advisors

  • $779 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
CLOI
Vaneck ETF Tr

ETFs
48.8K
+ 30.92%
$52.7 - $53.15 $2.57M - $2.59M
207K $10.9M
VGT
Vanguard Information Technolog

ETFs
1.66K
+ 11.93%
$571.78 - $647.97 $949K - $1.07M
15.6K $9.68M
XMMO
Invesco Exchange Traded Fd Tr

ETFs
8.06K
+ 481.15%
$119.61 - $136.3 $965K - $1.1M
9.74K $1.2M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
230K
+ 237.65%
$26.93 - $84.95 $6.2M - $19.6M
327K $8.94M
KO
Coca Cola CO

Consumer Defensive
12.5K
+ 262.26%
$61.74 - $71.71 $773K - $898K
17.3K $1.08M
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
1.5K
+ 2.27%
$45.39 - $62.98 $68.3K - $94.7K
67.8K $3.85M
AOM
Ishares Tr Core Moderate Alloc

ETFs
15.8K
+ 37.28%
$43.44 - $45.05 $688K - $714K
58.3K $2.53M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
5.89K
+ 11.28%
N/A
58K $4.98M
CRM
Salesforce, Inc.

Technology
1
+ 0.02%
$270.87 - $367.87 $271 - $368
5.87K $1.96M
GOOGL
Alphabet Inc.

Communication Services
17
+ 0.13%
$161.86 - $196.66 $2.75K - $3.34K
12.7K $2.41M
STGW
Stagwell Inc

Communication Services
38.7K
+ 173.45%
$6.15 - $8.1 $238K - $313K
61K $401K
QQQM
Invesco Exchange Traded Fd Tr

ETFs
816
+ 65.23%
$198.04 - $221.51 $162K - $181K
2.07K $435K
MU
Micron Technology Inc

Technology
4.78K
+ 40.89%
$84.16 - $113.41 $403K - $542K
16.5K $1.39M
SPY
Spdr S&P 500 ETF Trust

ETFs
147
+ 2.7%
$567.81 - $607.81 $83.5K - $89.3K
5.59K $3.28M
BX
Blackstone Inc.

Financial Services
33
+ 0.62%
$148.45 - $199.05 $4.9K - $6.57K
5.33K $918K
WMT
Walmart Inc.

Consumer Defensive
499
+ 11.56%
$79.1 - $95.7 $39.5K - $47.8K
4.82K $435K
PANW
Palo Alto Networks Inc

Technology
3.72K
+ 99.87%
$181.96 - $405.9 $676K - $1.51M
7.44K $1.35M
IAU
Ishares Gold Trust

ETFs
1.74K
+ 4.73%
$48.37 - $52.65 $83.9K - $91.3K
38.4K $1.9M
TECL
Direxion Daily Technology Bull

ETFs
272
+ 1.55%
$81.25 - $102.52 $22.1K - $27.9K
17.8K $1.61M
TQQQ
Proshares Ultrapro Qqq

ETFs
33
+ 0.34%
$69.42 - $93.29 $2.29K - $3.08K
9.77K $773K
META
Meta Platforms, Inc.

Communication Services
20
+ 0.63%
$554.08 - $632.68 $11.1K - $12.7K
3.2K $1.88M
GLD
Spdr Gold Trust

ETFs
301
+ 2.06%
$236.59 - $257.5 $71.2K - $77.5K
14.9K $3.6M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
1.15K
+ 5.79%
$56.06 - $61.35 $64.7K - $70.8K
21.1K $1.19M
ZS
Zscaler, Inc.

Technology
108
+ 5.83%
$166.99 - $211.99 $18K - $22.9K
1.96K $353K
KR
Kroger CO

Consumer Defensive
18
+ 0.19%
$55.21 - $63.3 $994 - $1.14K
9.26K $566K
MA
Mastercard Inc

Financial Services
22
+ 5.26%
$491.3 - $536.15 $10.8K - $11.8K
440 $231K
FISV
Fiserv Inc

Technology
181
+ 11.83%
N/A
1.71K $214K
IWY
Ishares Tr Russell 200 Growth

ETFs
2
+ 0.14%
$216.72 - $244.71 $433 - $489
1.42K $333K
SNAP
Snap Inc

Communication Services
1.53K
+ 2.94%
$9.98 - $12.86 $15.2K - $19.6K
53.5K $575K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
111
+ 1.28%
$46.48 - $51.32 $5.16K - $5.7K
8.76K $421K
T
At&T Inc.

Communication Services
167
+ 1.45%
$21.22 - $23.88 $3.54K - $3.99K
11.7K $266K
COLB
Columbia Banking System, Inc.

Financial Services
2
+ 0.01%
$25.29 - $32.01 $50.6 - $64
13.6K $368K
VTWV
Vanguard Russell 2000 Value Et

ETFs
100
+ 4.98%
$143.69 - $159.92 $14.4K - $16K
2.11K $305K
VBR
Vanguard Small Cap Value ETF

ETFs
210
+ 1.73%
$197.36 - $217.3 $41.4K - $45.6K
12.3K $2.45M
SCHX
Schwab Strategic Tr Us Large C

ETFs
9.3K
+ 200.0%
$22.4 - $68.28 $208K - $635K
14K $323K
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
4
+ 0.11%
$69.3 - $74.3 $277 - $297
3.51K $250K
HD
Home Depot, Inc.

Consumer Cyclical
59
+ 4.6%
$385.02 - $431.37 $22.7K - $25.5K
1.34K $521K
SMOT
Vaneck ETF Tr Morningstar Smid
9.15K
+ 12.97%
N/A
79.7K $0
Bitwise Bitcoin ETF Tr
1.35K
+ 7.76%
N/A
18.8K $0
Grayscale Ethereum Trust ETF
106
+ 1.15%
N/A
9.28K $0
Bank Montreal Medium
305
+ 8.99%
N/A
3.7K $0
AAPU
Direxion Shs ETF Tr Daily Aapl
5.18K
+ 9.44%
N/A
60.1K $0
Zacks Trust
68.2K
+ 11.7%
N/A
651K $0
GGLL
Direxion Shs ETF Tr Daily Goog
160
+ 1.14%
N/A
14.2K $0
MSFU
Direxion Shs ETF Tr Daily Msft
2.79K
+ 7.46%
N/A
40.3K $0
TSLL
Direxion Shs ETF Tr Daily Tsla
2.73K
+ 5.93%
N/A
48.8K $0
AMZU
Direxion Shs ETF Tr Daily Amzn
442
+ 0.82%
N/A
54.3K $0
Kenvue Inc
5
+ 0.05%
N/A
10.9K $0
Graniteshares ETF Tr
982
+ 1.32%
N/A
75.2K $0
Activity Summary
Buys All Purchases 102 New Holdings 27 Increased Positions 75 Sells All Sells 101 Reductions 101 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track True Private Wealth Advisors Portfolio

Follow True Private Wealth Advisors and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of True Private Wealth Advisors, based on Form 13F filings with the SEC.

News

Stay updated on True Private Wealth Advisors with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email