True Private Wealth Advisors Incresed Positions in Q2 2025

True Private Wealth Advisors

  • $762 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
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
IWM
Ishares Russell 2000 ETF

ETFs
8.19K
+ 13.92%
$174.82 - $215.79 $1.43M - $1.77M
67K $14.5M
ONEQ
Fidelity Nasdaq Composite Inde

ETFs
33.2K
+ 835.78%
$60.22 - $80.1 $2M - $2.66M
37.2K $2.98M
ZECP
Zacks Tr Earnings Constant Por

ETFs
37.9K
+ 16.13%
$27.11 - $31.91 $1.03M - $1.21M
273K $8.71M
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
CLOI
Vaneck ETF Tr

ETFs
14.1K
+ 4.06%
$51.16 - $53.02 $720K - $746K
361K $19.1M
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
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
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
IGV
Ishares Expanded Tech Software

ETFs
2.6K
+ 88.6%
$80.15 - $109.5 $208K - $284K
5.53K $605K
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
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
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
UNH
Unitedhealth Group Inc

Healthcare
1.11K
+ 250.34%
$274.35 - $599.47 $304K - $665K
1.55K $484K
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
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
PG
Procter & Gamble CO

Consumer Defensive
1.71K
+ 31.97%
$157.66 - $172.39 $270K - $295K
7.08K $1.13M
KO
Coca Cola CO

Consumer Defensive
3.08K
+ 68.26%
$68.37 - $73.9 $210K - $227K
7.58K $536K
DFEN
Direxion Shs ETF Tr Daily Aero

ETFs
1.13K
+ 16.35%
$20.4 - $51.88 $23K - $58.5K
8.03K $416K
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
DIS
Walt Disney CO

Communication Services
830
+ 27.94%
$81.72 - $124.01 $67.8K - $103K
3.8K $471K
CRWD
Crowd Strike Holdings, Inc.

Technology
10
+ 0.91%
$321.63 - $509.31 $3.22K - $5.09K
1.11K $566K
CAT
Caterpillar Inc

Industrials
17
+ 0.64%
$273.94 - $388.21 $4.66K - $6.6K
2.68K $1.04M
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
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