True Private Wealth Advisors Incresed Positions in Q3 2025

True Private Wealth Advisors

  • $823 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
IVW
Ishares S&P 500 Growth ETF

ETFs
92.3K
+ 597.24%
$108.97 - $121.65 $10.1M - $11.2M
108K $13M
IXUS
Ishares Tr

ETFs
52.2K
+ 8.09%
$76.35 - $82.58 $3.99M - $4.31M
698K $57.6M
IEUR
Ishares Tr Ishares Core Msci E

ETFs
61.7K
+ 14.59%
$64.17 - $68.19 $3.96M - $4.2M
484K $33M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
33.3K
+ 6.16%
$62.54 - $68.42 $2.08M - $2.28M
573K $38.7M
NVDA
Nvidia Corp

Technology
354
+ 0.51%
$153.3 - $186.58 $54.3K - $66K
69.4K $12.9M
ARKF
Ark ETF Tr Fintech Innovation

ETFs
27.7K
+ 94.07%
$49.31 - $57.77 $1.36M - $1.6M
57.1K $3.24M
SOXX
Ishares Semiconductor ETF

ETFs
4.24K
+ 36.31%
$236.93 - $271.12 $1M - $1.15M
15.9K $4.31M
GOOGL
Alphabet Inc.

Communication Services
1.03K
+ 5.64%
$174.36 - $254.72 $179K - $262K
19.3K $4.68M
COMT
Ishares U.S. ETF Trust Gsci CO

ETFs
25.2K
+ 3.88%
$25.84 - $27.2 $650K - $684K
673K $18.1M
ABBV
Abb Vie Inc.

Healthcare
384
+ 1.44%
$184.85 - $231.54 $71K - $88.9K
27K $6.25M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
30.7K
+ 7.09%
$26.38 - $27.95 $810K - $858K
463K $12.7M
GOOG
Alphabet Inc.

Communication Services
1.13K
+ 9.0%
$175.16 - $255.24 $197K - $287K
13.6K $3.32M
GLD
Spdr Gold Trust

ETFs
743
+ 5.0%
$300.96 - $355.47 $224K - $264K
15.6K $5.55M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
19.8K
+ 371.15%
$50.53 - $50.82 $1M - $1.01M
25.2K $1.28M
IYW
Ishares Dj Us Tech ETF

ETFs
4.07K
+ 54.06%
$171.38 - $197.01 $698K - $803K
11.6K $2.27M
UNH
Unitedhealth Group Inc

Healthcare
2.15K
+ 138.72%
$237.77 - $353.61 $512K - $761K
3.71K $1.28M
AOR
Ishares Tr Core Growth Allocat

ETFs
4.6K
+ 3.92%
$60.99 - $64.39 $281K - $296K
122K $7.84M
IBTL
Ishares Tr Ibonds Dec 2031 Ter

ETFs
18.9K
+ 0.99%
$20.18 - $20.7 $380K - $390K
1.93M $39.6M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
6.68K
+ 9.81%
$39.8 - $42.86 $266K - $286K
74.8K $3.2M
GCOW
Pacer Fds Tr Global Cash Cows

ETFs
9.03K
+ 31.95%
$38.1 - $40.7 $344K - $367K
37.3K $1.48M
IBTJ
Ishares Tr Ibonds Dec 2029 Tre

ETFs
14.7K
+ 0.76%
$21.68 - $22.04 $318K - $324K
1.95M $42.9M
PLTR
Palantir Technologies Inc.

Technology
919
+ 27.71%
$130.68 - $186.97 $120K - $172K
4.24K $772K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
3.92K
+ 56.18%
$68.24 - $73.73 $268K - $289K
10.9K $801K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
3.77K
+ 44.77%
$78.96 - $80.04 $297K - $301K
12.2K $973K
XOM
Exxon Mobil Corp

Energy
944
+ 2.4%
$105.83 - $117.22 $99.9K - $111K
40.3K $4.55M
USB
Us Bancorp \De\

Financial Services
904
+ 1.18%
$43.94 - $50.41 $39.7K - $45.6K
77.5K $3.75M
IEFA
Ishares Tr

ETFs
1.07K
+ 2.7%
$81.7 - $87.53 $87.5K - $93.7K
40.7K $3.56M
WFC
Wells Fargo & Company

Financial Services
1.73K
+ 8.45%
$77.05 - $85.16 $134K - $148K
22.2K $1.86M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
6
+ 0.05%
$459.11 - $506.91 $2.75K - $3.04K
12.1K $6.08M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
17.9K
+ 5.43%
$46.51 - $50.07 $834K - $898K
348K $16.3M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
25
+ 0.84%
$103.83 - $179.9 $2.6K - $4.5K
3.02K $538K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
1.7K
+ 6.07%
$42.67 - $46.91 $72.4K - $79.6K
29.6K $1.39M
RTX
Raytheon Technologies Corp

Industrials
11
+ 0.12%
$144.19 - $167.33 $1.59K - $1.84K
8.84K $1.48M
MS
Morgan Stanley

Financial Services
24
+ 0.25%
$139.09 - $161.16 $3.34K - $3.87K
9.49K $1.51M
IVE
Ishares S&P 500 Value ETF

ETFs
219
+ 1.88%
$194.44 - $206.51 $42.6K - $45.2K
11.8K $2.45M
PFE
Pfizer Inc

Healthcare
3.55K
+ 5.66%
$23.29 - $25.88 $82.7K - $92K
66.3K $1.69M
DFEN
Direxion Shs ETF Tr Daily Aero

ETFs
406
+ 5.06%
$48.77 - $68.75 $19.8K - $27.9K
8.43K $579K
HEFA
Ishares Currency Hedged Msci E

ETFs
2.28K
+ 5.73%
$37.2 - $39.61 $84.9K - $90.4K
42.1K $1.67M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
4.58K
+ 3.19%
$25.21 - $25.99 $115K - $119K
148K $3.82M
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
300
+ 1.37%
$82.96 - $95.7 $24.9K - $28.7K
22.2K $1.99M
SPIB
Spdr Portfolio Intermediate Te

ETFs
3.2K
+ 7.32%
$33.26 - $34.01 $106K - $109K
46.9K $1.59M
MMM
3 M CO

Industrials
252
+ 1.05%
$144.41 - $160.2 $36.4K - $40.4K
24.3K $3.78M
KO
Coca Cola CO

Consumer Defensive
2.06K
+ 27.18%
$65.67 - $71.67 $135K - $148K
9.64K $639K
MCD
Mcdonalds Corp

Consumer Cyclical
265
+ 16.23%
$291.67 - $316.99 $77.3K - $84K
1.9K $576K
AMD
Advanced Micro Devices Inc

Technology
232
+ 7.89%
$134.8 - $184.42 $31.3K - $42.8K
3.17K $513K
IEMG
Ishares Inc

ETFs
1.76K
+ 5.61%
N/A
33.2K $1.78M
AZO
Autozone Inc

Consumer Cyclical
14
+ 24.14%
$3649.42 - $4354.54 $51.1K - $61K
72 $308K
MO
Altria Group, Inc.

Consumer Defensive
550
+ 8.5%
$57.75 - $67.68 $31.8K - $37.2K
7.02K $463K
BAC
Bank Of America Corp

Financial Services
69
+ 0.42%
$44.92 - $52.42 $3.1K - $3.62K
16.4K $844K
Activity Summary
Buys All Purchases 123 New Holdings 26 Increased Positions 97 Sells All Sells 113 Reductions 113 Sold out 0 Options Calls 0 Puts 0
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