True Private Wealth Advisors Reduced Holdings in Q3 2024

True Private Wealth Advisors

  • $799 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
PFF
Ishares Trust Ishares Pfd And

ETFs
-747K
- 84.09%
$31.18 - $33.5 $23.3M - $25M
141K $4.7M
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
-294K
- 25.75%
$50.63 - $51.11 $14.9M - $15M
847K $43.2M
ITOT
Ishares Core S&P Total U.S. St

ETFs
-67.9K
- 18.24%
$113.41 - $125.62 $7.7M - $8.53M
304K $38.2M
VGT
Vanguard Information Technolog

ETFs
-9.11K
- 39.57%
$514.43 - $606.85 $4.68M - $5.53M
13.9K $8.16M
MSFT
Microsoft Corp

Technology
-8.09K
- 18.58%
$395.15 - $467.56 $3.2M - $3.78M
35.4K $15.2M
AAPL
Apple Inc.

Technology
-31.2K
- 20.87%
$207.23 - $234.82 $6.46M - $7.32M
118K $27.5M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-36.9K
- 60.11%
$105.53 - $118.34 $3.9M - $4.37M
24.5K $2.87M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-44.4K
- 49.81%
$81.31 - $83.29 $3.61M - $3.7M
44.7K $3.72M
GOOGL
Alphabet Inc.

Communication Services
-18K
- 58.65%
$148.65 - $191.18 $2.68M - $3.45M
12.7K $2.11M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-6.05K
- 30.12%
$475.2 - $527.7 $2.87M - $3.19M
14K $7.41M
NVDA
Nvidia Corp

Technology
-13.2K
- 17.18%
$98.91 - $134.91 $1.31M - $1.78M
63.7K $7.73M
IXUS
Ishares Tr

ETFs
-122K
- 8.71%
$64.9 - $73.35 $7.9M - $8.92M
1.28M $92.6M
AMZN
Amazon Com Inc

Consumer Cyclical
-7.29K
- 12.78%
$161.02 - $200.0 $1.17M - $1.46M
49.8K $9.27M
IVV
Ishares Core S&P 500 ETF

ETFs
-3.91K
- 22.58%
$520.18 - $576.82 $2.03M - $2.26M
13.4K $7.74M
HEFA
Ishares Currency Hedged Msci E

ETFs
-47.5K
- 36.72%
$32.34 - $35.85 $1.54M - $1.7M
81.9K $2.9M
TECL
Direxion Daily Technology Bull

ETFs
-15.2K
- 46.45%
$61.27 - $112.11 $930K - $1.7M
17.5K $1.53M
LLY
Eli Lilly & CO

Healthcare
-1.52K
- 18.23%
$772.14 - $960.02 $1.18M - $1.46M
6.83K $6.05M
XMMO
Invesco Exchange Traded Fd Tr

ETFs
-10.8K
- 86.55%
$110.22 - $120.89 $1.19M - $1.3M
1.68K $201K
GOOG
Alphabet Inc.

Communication Services
-4.52K
- 28.14%
$149.54 - $192.66 $676K - $871K
11.6K $1.93M
IYW
Ishares Dj Us Tech ETF

ETFs
-6.51K
- 18.58%
$133.16 - $158.73 $867K - $1.03M
28.5K $4.33M
BROS
Dutch Bros Inc.

Consumer Cyclical
-2.6K
- 3.56%
$29.1 - $42.81 $75.7K - $111K
70.4K $2.25M
PG
Procter & Gamble CO

Consumer Defensive
-4.83K
- 52.12%
$160.76 - $177.82 $776K - $859K
4.44K $768K
TMO
Thermo Fisher Scientific Inc.

Healthcare
-1.38K
- 78.76%
$531.86 - $624.21 $732K - $859K
371 $229K
CRWD
Crowd Strike Holdings, Inc.

Technology
-1.43K
- 58.32%
$217.89 - $392.15 $311K - $560K
1.02K $286K
ORCL
Oracle Corp

Technology
-4.73K
- 70.29%
$125.9 - $170.35 $596K - $806K
2K $340K
AMGN
Amgen Inc

Healthcare
-1.94K
- 69.74%
$309.38 - $337.38 $600K - $654K
841 $270K
WMT
Walmart Inc.

Consumer Defensive
-9.58K
- 68.93%
$66.91 - $81.4 $641K - $780K
4.32K $348K
CVX
Chevron Corp

Energy
-1.26K
- 3.49%
$137.88 - $161.97 $173K - $204K
34.8K $5.12M
IEFA
Ishares Tr

ETFs
-11.7K
- 15.99%
$70.09 - $78.74 $818K - $919K
61.3K $4.79M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-4.78K
- 66.37%
$96.25 - $101.98 $460K - $488K
2.42K $245K
FISV
Fiserv Inc

Technology
-3.45K
- 69.25%
N/A
1.53K $191K
PM
Philip Morris International Inc.

Consumer Defensive
-5K
- 53.8%
$101.25 - $127.45 $506K - $637K
4.29K $521K
CLX
Clorox CO

Consumer Defensive
-3.18K
- 70.71%
$131.73 - $166.97 $419K - $530K
1.32K $214K
PAYX
Paychex Inc

Industrials
-3.56K
- 65.96%
$116.17 - $135.19 $414K - $482K
1.84K $246K
CAT
Caterpillar Inc

Industrials
-1.6K
- 36.94%
$316.8 - $391.12 $506K - $624K
2.72K $1.07M
KO
Coca Cola CO

Consumer Defensive
-6.47K
- 57.53%
$62.69 - $73.01 $405K - $472K
4.78K $343K
META
Meta Platforms, Inc.

Communication Services
-1.14K
- 26.42%
$453.41 - $572.44 $517K - $653K
3.18K $1.82M
PEP
Pepsico Inc

Consumer Defensive
-2.88K
- 10.05%
$161.9 - $179.3 $467K - $517K
25.8K $4.39M
PFE
Pfizer Inc

Healthcare
-14.2K
- 18.79%
$27.7 - $31.39 $394K - $447K
61.6K $1.78M
XOM
Exxon Mobil Corp

Energy
-3.66K
- 8.09%
$109.72 - $119.0 $402K - $436K
41.7K $4.88M
WM
Waste Management Inc

Industrials
-1.51K
- 60.57%
$196.96 - $223.45 $298K - $338K
985 $204K
XLU
Utilities Sector Spdr

ETFs
-11K
- 24.38%
$67.67 - $80.78 $743K - $887K
34.1K $2.75M
HD
Home Depot, Inc.

Consumer Cyclical
-1.02K
- 44.31%
$333.64 - $405.2 $340K - $413K
1.28K $519K
MO
Altria Group, Inc.

Consumer Defensive
-6K
- 56.02%
$45.95 - $54.71 $276K - $328K
4.71K $240K
MA
Mastercard Inc

Financial Services
-578
- 58.03%
$429.6 - $500.99 $248K - $290K
418 $206K
BA
Boeing CO

Industrials
-232
- 3.55%
$152.04 - $190.6 $35.3K - $44.2K
6.31K $959K
MCD
Mcdonalds Corp

Consumer Cyclical
-1.2K
- 44.17%
$245.82 - $304.51 $296K - $367K
1.52K $463K
IUSG
Ishares Core S&P U.S Growth Et

ETFs
-1.9K
- 38.44%
$116.79 - $133.54 $222K - $253K
3.04K $401K
SYK
Stryker Corp

Healthcare
-620
- 45.89%
$315.94 - $371.96 $196K - $231K
731 $264K
Activity Summary
Buys All Purchases 59 New Holdings 11 Increased Positions 48 Sells All Sells 139 Reductions 139 Sold out 0 Options Calls 0 Puts 0
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