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
DGRO
Ishares Core Dividend Growth E

ETFs
213
+ 3.34%
$60.46 - $64.42 $12.9K - $13.7K
6.6K $407K
TDY
Teledyne Technologies Inc

Technology
1
+ 0.23%
$455.51 - $518.84 $456 - $519
443 $220K
DNP
Dnp Select Income Fund Inc

Financial Services
145
+ 1.41%
$8.93 - $9.92 $1.29K - $1.44K
10.4K $103K
F
Ford Motor CO

Consumer Cyclical
544
+ 1.88%
$9.12 - $10.43 $4.96K - $5.67K
29.4K $295K
MRK
Merck & Co., Inc.

Healthcare
696
+ 12.65%
$83.01 - $101.02 $57.8K - $70.3K
6.2K $556K
FPE
First Tr Pfd Secs & Income ETF

ETFs
233
+ 1.1%
$17.53 - $17.87 $4.08K - $4.16K
21.4K $376K
C
Citigroup Inc

Financial Services
7
+ 0.24%
$67.23 - $84.63 $471 - $592
2.96K $209K
CMCSA
Comcast Corp

Communication Services
224
+ 2.01%
$33.19 - $38.23 $7.43K - $8.56K
11.4K $419K
Bitwise Bitcoin ETF Tr
33
+ 0.18%
N/A
18.8K $0
Bank Montreal Que
101
+ 2.73%
N/A
3.8K $0
GGLL
Direxion Shs ETF Tr Daily Goog
1
+ 0.01%
N/A
14.2K $0
SMOT
Vaneck ETF Tr Morningstar Smid
10.5K
+ 13.15%
N/A
90.2K $0
AMZU
Direxion Shs ETF Tr Daily Amzn
462
+ 0.85%
N/A
54.7K $0
World Fds Tr
1.14K
+ 22.86%
N/A
6.14K $0
Graniteshares ETF Tr
608
+ 1.42%
N/A
43.5K $0
Kenvue Inc
95
+ 0.87%
N/A
11K $0
Lam Research Corp
600
+ 15.17%
N/A
4.56K $0
Graniteshares ETF Tr
1.07K
+ 1.42%
N/A
76.2K $0
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
5
+ 0.14%
$67.03 - $74.61 $335 - $373
3.51K $238K
WMT
Walmart Inc.

Consumer Defensive
2
+ 0.04%
$84.5 - $105.05 $169 - $210
4.82K $423K
PFE
Pfizer Inc

Healthcare
2.4K
+ 3.77%
$25.01 - $27.13 $60.1K - $65.2K
66.1K $1.68M
BA
Boeing CO

Industrials
121
+ 2.06%
$148.15 - $186.25 $17.9K - $22.5K
5.99K $1.02M
ISRG
Intuitive Surgical Inc

Healthcare
1
+ 0.14%
$476.63 - $610.45 $477 - $610
733 $363K
HD
Home Depot, Inc.

Consumer Cyclical
26
+ 1.94%
$347.25 - $424.87 $9.03K - $11K
1.37K $500K
LOW
Lowes Companies Inc

Consumer Cyclical
1
+ 0.05%
$222.66 - $268.42 $223 - $268
1.82K $424K
COLB
Columbia Banking System, Inc.

Financial Services
54
+ 0.4%
$23.89 - $28.84 $1.29K - $1.56K
13.7K $341K
UPS
United Parcel Service Inc

Industrials
25
+ 1.37%
$109.66 - $136.26 $2.74K - $3.41K
1.85K $203K
STGW
Stagwell Inc

Communication Services
135
+ 0.22%
$5.93 - $6.75 $801 - $911
61.1K $369K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
76
+ 0.36%
$53.6 - $58.97 $4.07K - $4.48K
21.2K $1.16M
IGV
Ishares Expanded Tech Software

ETFs
1
+ 0.03%
$88.3 - $107.83 $88.3 - $108
2.93K $260K
IWY
Ishares Tr Russell 200 Growth

ETFs
2
+ 0.14%
$210.19 - $243.33 $420 - $487
1.42K $299K
ORCL
Oracle Corp

Technology
52
+ 2.62%
$139.81 - $186.47 $7.27K - $9.7K
2.03K $284K
ABNB
Airbnb, Inc.

Consumer Cyclical
23
+ 0.52%
$119.38 - $161.42 $2.75K - $3.71K
4.44K $530K
LPX
Louisiana Pacific Corp

Industrials
200
+ 3.3%
$89.37 - $118.15 $17.9K - $23.6K
6.27K $576K
PANW
Palo Alto Networks Inc

Technology
22
+ 0.3%
$167.82 - $208.28 $3.69K - $4.58K
7.46K $1.27M
NKE
Nike, Inc.

Consumer Cyclical
143
+ 1.16%
$63.29 - $81.72 $9.05K - $11.7K
12.4K $789K
GOOGL
Alphabet Inc.

Communication Services
1.93K
+ 15.15%
$154.33 - $206.19 $298K - $398K
14.7K $2.27M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
508
+ 2.34%
$102.49 - $119.96 $52.1K - $60.9K
22.3K $2.33M
TQQQ
Proshares Ultrapro Qqq

ETFs
543
+ 5.56%
$57.3 - $90.39 $31.1K - $49.1K
10.3K $590K
MRVL
Marvell Technology, Inc.

Technology
2
+ 0.04%
$61.57 - $126.06 $123 - $252
4.66K $286K
CRM
Salesforce, Inc.

Technology
158
+ 2.69%
$268.36 - $359.95 $42.4K - $56.9K
6.02K $1.62M
GOOG
Alphabet Inc.

Communication Services
2
+ 0.02%
$156.06 - $207.71 $312 - $415
11.7K $1.82M
TECL
Direxion Daily Technology Bull

ETFs
128
+ 0.72%
$58.43 - $100.39 $7.48K - $12.8K
17.9K $1.05M
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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