True Private Wealth Advisors Reduced Holdings in Q1 2025

True Private Wealth Advisors

  • $788 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IXUS
Ishares Tr

ETFs
-657K
- 53.57%
$65.06 - $72.31 $42.8M - $47.5M
570K $39.8M
AGZ
Ishares Agency Bond ETF

ETFs
-339K
- 45.6%
$107.46 - $109.48 $36.5M - $37.2M
405K $44.3M
IWM
Ishares Russell 2000 ETF

ETFs
-76.2K
- 56.43%
$198.1 - $229.79 $15.1M - $17.5M
58.8K $11.7M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-175K
- 38.4%
$57.21 - $65.8 $9.99M - $11.5M
280K $16.3M
RSP
Invesco S&P 500 Equal Weight E

ETFs
-48.6K
- 15.36%
$169.43 - $182.84 $8.24M - $8.89M
268K $46.4M
ITOT
Ishares Core S&P Total U.S. St

ETFs
-39.8K
- 13.4%
$120.29 - $134.6 $4.78M - $5.35M
257K $31.3M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-53.2K
- 91.57%
N/A
4.89K $420K
AAPL
Apple Inc.

Technology
-3.96K
- 3.4%
$209.68 - $247.1 $830K - $979K
112K $25M
IYW
Ishares Dj Us Tech ETF

ETFs
-22.8K
- 91.86%
$140.44 - $166.79 $3.21M - $3.81M
2.02K $284K
IWD
Ishares Russell 1000 Val ETF

ETFs
-17.5K
- 10.86%
$182.82 - $196.21 $3.2M - $3.44M
144K $27M
FDL
First Tr Morningstar Dividend

ETFs
-110K
- 11.47%
$39.69 - $43.83 $4.36M - $4.81M
847K $36.8M
MSFT
Microsoft Corp

Technology
-297
- 0.86%
$375.39 - $447.2 $111K - $133K
34.4K $12.9M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-35.6K
- 55.74%
$44.72 - $46.25 $1.59M - $1.64M
28.2K $1.3M
GS
Goldman Sachs Group Inc

Financial Services
-2.35K
- 25.17%
$524.81 - $672.19 $1.23M - $1.58M
6.97K $3.81M
NVDA
Nvidia Corp

Technology
-614
- 1.11%
$106.98 - $149.43 $65.7K - $91.8K
54.5K $5.9M
IVV
Ishares Core S&P 500 ETF

ETFs
-2.23K
- 27.8%
$554.06 - $615.85 $1.24M - $1.38M
5.8K $3.26M
HEFA
Ishares Currency Hedged Msci E

ETFs
-39.4K
- 49.55%
$34.83 - $37.52 $1.37M - $1.48M
40.1K $1.46M
IEFA
Ishares Tr

ETFs
-21.2K
- 34.22%
$69.57 - $78.65 $1.48M - $1.67M
40.8K $3.09M
VBR
Vanguard Small Cap Value ETF

ETFs
-5.82K
- 47.18%
$183.02 - $207.75 $1.07M - $1.21M
6.52K $1.21M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-1.34K
- 9.71%
$507.05 - $563.67 $679K - $755K
12.5K $6.4M
TSLA
Tesla, Inc.

Consumer Cyclical
-92
- 1.44%
$222.15 - $428.22 $20.4K - $39.4K
6.29K $1.63M
JPM
Jpmorgan Chase & CO

Financial Services
-3.96K
- 13.99%
$225.19 - $279.95 $892K - $1.11M
24.3K $5.97M
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
-3.78K
- 5.57%
$47.25 - $67.02 $178K - $253K
64K $3.04M
KO
Coca Cola CO

Consumer Defensive
-12.8K
- 73.96%
$60.81 - $72.32 $778K - $925K
4.51K $322K
IVW
Ishares S&P 500 Growth ETF

ETFs
-5.74K
- 22.78%
$92.45 - $106.69 $530K - $612K
19.4K $1.8M
EMR
Emerson Electric CO

Industrials
-1.78K
- 4.78%
$108.64 - $131.17 $193K - $233K
35.4K $3.88M
URI
United Rentals, Inc.

Industrials
-284
- 5.1%
$594.17 - $789.56 $169K - $224K
5.29K $3.31M
IEMG
Ishares Inc

ETFs
-9.68K
- 23.47%
N/A
31.6K $1.69M
SKYY
First Trust Cloud Computing Et

ETFs
-188
- 0.68%
$102.23 - $131.18 $19.2K - $24.7K
27.3K $2.79M
USB
Us Bancorp \De\

Financial Services
-839
- 1.12%
$40.92 - $50.9 $34.3K - $42.7K
74.4K $3.14M
MBB
Ishares Tr

ETFs
-5.02K
- 50.66%
$90.37 - $94.08 $453K - $472K
4.89K $458K
PFF
Ishares Trust Ishares Pfd And

ETFs
-12.3K
- 13.09%
$30.73 - $32.26 $377K - $395K
81.4K $2.5M
EFG
Msci Eafe Growth ETF

ETFs
-4.39K
- 62.36%
$96.1 - $106.37 $422K - $467K
2.65K $265K
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
-6.98K
- 48.24%
$48.06 - $53.73 $335K - $375K
7.49K $365K
CSCO
Cisco Systems, Inc.

Technology
-6.22K
- 32.37%
$58.74 - $64.87 $365K - $404K
13K $802K
QUAL
Ishares Msci Usa Quality Facto

ETFs
-1.71K
- 33.04%
$168.16 - $186.21 $287K - $318K
3.46K $591K
EFV
Msci Eafe Value ETF

ETFs
-6.64K
- 48.32%
$51.88 - $60.73 $344K - $403K
7.1K $418K
ALK
Alaska Air Group, Inc.

Industrials
-1.35K
- 9.03%
$49.22 - $76.6 $66.6K - $104K
13.6K $671K
SPY
Spdr S&P 500 ETF Trust

ETFs
-246
- 4.4%
$551.42 - $612.93 $136K - $151K
5.34K $2.99M
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
-311
- 1.37%
$62.43 - $84.12 $19.4K - $26.2K
22.4K $1.46M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-2.95K
- 29.79%
$77.7 - $78.94 $229K - $233K
6.96K $549K
AOA
Ishares Tr Core Aggressive All

ETFs
-2.46K
- 15.4%
$75.7 - $80.01 $186K - $197K
13.5K $1.03M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-27
- 0.7%
$468.34 - $539.52 $12.6K - $14.6K
3.85K $1.8M
SNAP
Snap Inc

Communication Services
-4.55K
- 8.51%
$8.37 - $12.57 $38.1K - $57.2K
48.9K $426K
QUBT
Quantum Computing Inc.

Technology
-1.97K
- 14.42%
$4.46 - $18.76 $8.78K - $36.9K
11.7K $93K
IVE
Ishares S&P 500 Value ETF

ETFs
-666
- 4.68%
$185.78 - $198.58 $124K - $132K
13.6K $2.59M
BBAI
Big Bear.Ai Holdings, Inc.

Technology
-8.72K
- 13.31%
$2.86 - $9.78 $24.9K - $85.2K
56.8K $162K
IRM
Iron Mountain Inc

Real Estate
-663
- 18.77%
$82.79 - $111.31 $54.9K - $73.8K
2.87K $246K
KEY
Keycorp

Financial Services
-2.41K
- 3.61%
$15.15 - $18.3 $36.5K - $44.1K
64.3K $1.03M
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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