True Private Wealth Advisors Incresed Positions in Q1 2025

True Private Wealth Advisors

  • $788 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
277K
+ 184.6%
$54.25 - $57.64 $15M - $16M
427K $23.5M
CLOI
Vaneck ETF Tr

ETFs
140K
+ 67.76%
$52.68 - $53.16 $7.38M - $7.44M
347K $18.3M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
65.4K
+ 1475.13%
$58.01 - $64.46 $3.8M - $4.22M
69.9K $4.34M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
115K
+ 35.04%
$27.01 - $28.54 $3.1M - $3.27M
442K $12.4M
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
60.8K
+ 7.43%
$50.87 - $51.09 $3.09M - $3.11M
880K $44.9M
ZECP
Zacks Tr Earnings Constant Por

ETFs
53.8K
+ 29.67%
$29.24 - $32.07 $1.57M - $1.72M
235K $7.07M
VGT
Vanguard Information Technolog

ETFs
4.77K
+ 30.65%
$542.38 - $646.34 $2.59M - $3.08M
20.3K $11M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
37K
+ 44.51%
$24.73 - $25.62 $915K - $948K
120K $3.07M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
8.69K
+ 168.9%
$91.45 - $91.75 $794K - $797K
13.8K $1.27M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
8.8K
+ 45.99%
$44.68 - $46.49 $393K - $409K
27.9K $1.29M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
7.68K
+ 14.9%
$33.84 - $37.77 $260K - $290K
59.2K $2.16M
LLY
Eli Lilly & CO

Healthcare
26
+ 0.38%
$725.72 - $929.72 $18.9K - $24.2K
6.87K $5.67M
IAU
Ishares Gold Trust

ETFs
337
+ 0.88%
$49.74 - $58.96 $16.8K - $19.9K
38.7K $2.28M
GCOW
Pacer Fds Tr Global Cash Cows

ETFs
8.74K
+ 57.5%
$33.63 - $37.64 $294K - $329K
23.9K $885K
VZ
Verizon Communications Inc

Communication Services
1.19K
+ 2.22%
$37.81 - $46.49 $44.8K - $55.1K
54.6K $2.48M
AVGO
Broadcom Inc.

Technology
2.3K
+ 196.92%
$167.43 - $244.7 $385K - $562K
3.47K $580K
VGSH
Vanguard

ETFs
3.95K
+ 67.3%
$58.07 - $58.69 $229K - $232K
9.82K $576K
CWB
Spdr Bloomberg Convertible Sec

ETFs
3.02K
+ 82.22%
$75.99 - $81.58 $229K - $246K
6.69K $512K
COST
Costco Wholesale Corp

Consumer Defensive
66
+ 1.23%
$890.62 - $1076.86 $58.8K - $71.1K
5.44K $5.15M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
3.68K
+ 17.66%
$37.07 - $40.63 $136K - $149K
24.5K $965K
PG
Procter & Gamble CO

Consumer Defensive
896
+ 20.06%
$158.56 - $176.26 $142K - $158K
5.36K $913K
VTV
Vanguard Value ETF

ETFs
503
+ 2.37%
$167.73 - $179.21 $84.4K - $90.1K
21.7K $3.76M
ERX
Direxion Daily Energy Bull 2 X

ETFs
122
+ 0.83%
$54.72 - $66.61 $6.68K - $8.13K
14.7K $962K
MA
Mastercard Inc

Financial Services
242
+ 55.0%
$504.67 - $576.31 $122K - $139K
682 $373K
KR
Kroger CO

Consumer Defensive
1.2K
+ 12.99%
$58.36 - $67.72 $70.2K - $81.5K
10.5K $708K
AOM
Ishares Tr Core Moderate Alloc

ETFs
1.88K
+ 3.22%
$42.93 - $44.71 $80.5K - $83.9K
60.2K $2.64M
MU
Micron Technology Inc

Technology
693
+ 4.21%
$86.89 - $109.38 $60.2K - $75.8K
17.2K $1.49M
AOR
Ishares Tr Core Growth Allocat

ETFs
1.26K
+ 1.1%
$56.63 - $59.39 $71.5K - $75K
116K $6.66M
T
At&T Inc.

Communication Services
948
+ 8.1%
$21.56 - $28.28 $20.4K - $26.8K
12.7K $357K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
1.09K
+ 12.44%
$48.65 - $53.06 $53K - $57.8K
9.85K $511K
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
MCD
Mcdonalds Corp

Consumer Cyclical
23
+ 1.5%
$279.74 - $321.29 $6.43K - $7.39K
1.55K $485K
AMGN
Amgen Inc

Healthcare
6
+ 0.76%
$258.59 - $327.36 $1.55K - $1.96K
791 $246K
KMB
Kimberly Clark Corp

Consumer Defensive
1
+ 0.03%
$124.46 - $147.4 $124 - $147
3.67K $522K
IYE
Ishares Tr

ETFs
1
+ 0.01%
$45.23 - $49.95 $45.2 - $50
10.7K $527K
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
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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