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
Graniteshares ETF Tr
666
+ 1.58%
N/A
42.9K $0
DGRO
Ishares Core Dividend Growth E

ETFs
108
+ 1.72%
$60.73 - $64.94 $6.56K - $7.01K
6.39K $391K
WM
Waste Management Inc

Industrials
19
+ 1.93%
$201.79 - $228.46 $3.83K - $4.34K
1K $202K
FPE
First Tr Pfd Secs & Income ETF

ETFs
226
+ 1.08%
$17.65 - $18.18 $3.99K - $4.11K
21.2K $374K
PM
Philip Morris International Inc.

Consumer Defensive
1
+ 0.02%
$118.38 - $133.06 $118 - $133
4.3K $516K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
38
+ 0.19%
$126.68 - $134.74 $4.81K - $5.12K
19.8K $2.52M
DFEN
Direxion Shs ETF Tr Daily Aero

ETFs
1.63K
+ 25.32%
$26.49 - $40.28 $43K - $65.5K
8.04K $221K
DNP
Dnp Select Income Fund Inc

Financial Services
140
+ 1.38%
$8.82 - $9.96 $1.23K - $1.39K
10.3K $90K
UPS
United Parcel Service Inc

Industrials
17
+ 0.94%
$122.65 - $138.35 $2.09K - $2.35K
1.83K $230K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
107
+ 2.47%
$58.88 - $64.8 $6.3K - $6.93K
4.44K $261K
MCD
Mcdonalds Corp

Consumer Cyclical
9
+ 0.59%
$288.47 - $316.54 $2.6K - $2.85K
1.53K $443K
IYR
Ishares Tr

ETFs
21
+ 0.58%
$90.74 - $102.87 $1.91K - $2.16K
3.62K $336K
ERX
Direxion Daily Energy Bull 2 X

ETFs
119
+ 0.82%
$52.24 - $71.63 $6.22K - $8.52K
14.6K $814K
RTX
Raytheon Technologies Corp

Industrials
12
+ 0.14%
$114.45 - $127.21 $1.37K - $1.53K
8.71K $1.01M
EXPD
Expeditors International Of Washington Inc

Industrials
7
+ 0.29%
$110.5 - $128.26 $774 - $898
2.44K $270K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
116
+ 3.71%
$82.28 - $117.52 $9.54K - $13.6K
3.24K $274K
CAT
Caterpillar Inc

Industrials
3
+ 0.11%
$360.37 - $416.88 $1.08K - $1.25K
2.73K $989K
VTV
Vanguard Value ETF

ETFs
175
+ 0.83%
$168.32 - $181.87 $29.5K - $31.8K
21.2K $3.6M
PFE
Pfizer Inc

Healthcare
2.17K
+ 3.52%
$24.8 - $30.19 $53.7K - $65.4K
63.7K $1.69M
AOR
Ishares Tr Core Growth Allocat

ETFs
1.77K
+ 1.57%
$57.32 - $59.66 $101K - $105K
114K $6.56M
XLU
Utilities Sector Spdr

ETFs
123
+ 0.36%
$74.89 - $82.93 $9.21K - $10.2K
34.2K $2.59M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
8.16K
+ 5.75%
$55.45 - $61.08 $453K - $499K
150K $8.32M
IEFA
Ishares Tr

ETFs
678
+ 1.11%
$70.06 - $77.43 $47.5K - $52.5K
62K $4.36M
LLY
Eli Lilly & CO

Healthcare
9
+ 0.13%
$727.2 - $932.06 $6.54K - $8.39K
6.84K $5.28M
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
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