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
RTX
Raytheon Technologies Corp

Industrials
214
+ 2.48%
$113.75 - $148.48 $24.3K - $31.8K
8.83K $1.29M
ABT
Abbott Laboratories

Healthcare
941
+ 22.05%
$123.95 - $138.08 $117K - $130K
5.21K $708K
AMD
Advanced Micro Devices Inc

Technology
177
+ 6.4%
$78.21 - $143.81 $13.8K - $25.5K
2.94K $417K
T
At&T Inc.

Communication Services
4.15K
+ 32.78%
$26.33 - $28.94 $109K - $120K
16.8K $486K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
1.45K
+ 20.84%
$77.94 - $79.5 $113K - $115K
8.41K $668K
VGSH
Vanguard

ETFs
1.93K
+ 19.61%
$58.32 - $58.95 $112K - $114K
11.8K $690K
MO
Altria Group, Inc.

Consumer Defensive
1.76K
+ 37.36%
$55.56 - $60.91 $97.8K - $107K
6.47K $379K
MRVL
Marvell Technology, Inc.

Technology
238
+ 5.11%
$49.38 - $79.97 $11.8K - $19K
4.89K $378K
WMT
Walmart Inc.

Consumer Defensive
305
+ 6.33%
$81.79 - $99.98 $24.9K - $30.5K
5.12K $501K
LLY
Eli Lilly & CO

Healthcare
497
+ 7.24%
$713.71 - $898.95 $355K - $447K
7.37K $5.74M
V
Visa Inc.

Financial Services
138
+ 3.44%
$308.27 - $373.31 $42.5K - $51.5K
4.15K $1.47M
EFG
Msci Eafe Growth ETF

ETFs
297
+ 11.2%
$89.8 - $112.0 $26.7K - $33.3K
2.95K $330K
VBR
Vanguard Small Cap Value ETF

ETFs
14
+ 0.21%
$162.76 - $195.77 $2.28K - $2.74K
6.53K $1.27M
IRM
Iron Mountain Inc

Real Estate
107
+ 3.73%
$76.93 - $105.25 $8.23K - $11.3K
2.98K $305K
MA
Mastercard Inc

Financial Services
83
+ 12.17%
$479.92 - $590.74 $39.8K - $49K
765 $429K
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
4.84K
+ 34.52%
$12.21 - $13.9 $59.1K - $67.3K
18.9K $245K
IWY
Ishares Tr Russell 200 Growth

ETFs
1
+ 0.07%
$187.5 - $246.51 $188 - $247
1.42K $349K
PYPL
Pay Pal Holdings, Inc.

Financial Services
27
+ 0.55%
$57.41 - $74.81 $1.55K - $2.02K
4.94K $366K
F
Ford Motor CO

Consumer Cyclical
1.91K
+ 6.48%
$8.69 - $10.85 $16.6K - $20.7K
31.3K $339K
C
Citigroup Inc

Financial Services
6
+ 0.2%
$58.13 - $85.12 $349 - $511
2.96K $252K
ISRG
Intuitive Surgical Inc

Healthcare
15
+ 2.05%
$451.58 - $565.94 $6.77K - $8.49K
748 $406K
DE
Deere & CO

Industrials
22
+ 3.05%
$412.99 - $531.48 $9.09K - $11.7K
744 $378K
SCHW
Schwab Charles Corp

Financial Services
38
+ 1.38%
$69.06 - $91.24 $2.62K - $3.47K
2.79K $254K
EFA
Ishares Tr Msci Eafe ETF

ETFs
15
+ 0.37%
$72.96 - $90.39 $1.09K - $1.36K
4.04K $360K
CRM
Salesforce, Inc.

Technology
7
+ 0.12%
$236.26 - $291.15 $1.65K - $2.04K
6.03K $1.64M
VZ
Verizon Communications Inc

Communication Services
3.24K
+ 5.92%
$41.67 - $45.62 $135K - $148K
57.9K $2.5M
KMI
Kinder Morgan, Inc.

Energy
600
+ 8.03%
$25.21 - $29.4 $15.1K - $17.6K
8.07K $237K
SYK
Stryker Corp

Healthcare
12
+ 1.52%
$337.37 - $395.63 $4.05K - $4.75K
803 $317K
DGRO
Ishares Core Dividend Growth E

ETFs
138
+ 2.09%
$55.22 - $63.94 $7.62K - $8.82K
6.74K $430K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
170
+ 0.77%
$82.21 - $83.12 $14K - $14.1K
22.1K $1.83M
KMB
Kimberly Clark Corp

Consumer Defensive
510
+ 13.88%
$126.84 - $145.22 $64.7K - $74.1K
4.18K $539K
FISV
Fiserv Inc

Technology
86
+ 5.06%
N/A
1.79K $223K
FPE
First Tr Pfd Secs & Income ETF

ETFs
240
+ 1.12%
$16.93 - $17.81 $4.06K - $4.27K
21.6K $385K
TSLL
Direxion Shs ETF Tr Daily Tsla
392
+ 0.9%
N/A
43.9K $0
Zacks Trust
63.1K
+ 10.35%
N/A
673K $0
Zacks Trust
14.1K
+ 83.38%
N/A
31K $0
Lam Research Corp
1
+ 0.02%
N/A
4.56K $0
Tidal Trust I
1.39K
+ 8.42%
N/A
17.9K $0
Bitwise Bitcoin ETF Tr
2.43K
+ 12.89%
N/A
21.3K $0
Kenvue Inc
5
+ 0.05%
N/A
11K $0
MDLZ
Mondelez International, Inc.

Consumer Defensive
21
+ 0.65%
$63.54 - $68.5 $1.33K - $1.44K
3.27K $220K
DUK
Duke Energy Corp

Utilities
102
+ 2.94%
$112.46 - $124.05 $11.5K - $12.7K
3.57K $421K
WY
Weyerhaeuser CO

Real Estate
1.48K
+ 12.41%
$24.69 - $29.48 $36.6K - $43.7K
13.4K $344K
MRK
Merck & Co., Inc.

Healthcare
758
+ 12.23%
$73.47 - $87.12 $55.7K - $66K
6.96K $550K
MCD
Mcdonalds Corp

Consumer Cyclical
79
+ 5.08%
$285.55 - $321.23 $22.6K - $25.4K
1.63K $477K
LOW
Lowes Companies Inc

Consumer Cyclical
19
+ 1.04%
$210.83 - $235.28 $4.01K - $4.47K
1.84K $408K
LPX
Louisiana Pacific Corp

Industrials
1
+ 0.02%
$81.16 - $95.48 $81.2 - $95.5
6.27K $538K
BMY
Bristol Myers Squibb CO

Healthcare
1.48K
+ 15.45%
$44.12 - $59.6 $65.2K - $88K
11K $510K
JNJ
Johnson & Johnson

Healthcare
1.37K
+ 4.61%
$146.36 - $159.82 $201K - $219K
31.1K $4.76M
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
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