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
CAT
Caterpillar Inc

Industrials
-66
- 2.42%
$326.75 - $407.63 $21.6K - $26.9K
2.66K $877K
PYPL
Pay Pal Holdings, Inc.

Financial Services
-50
- 1.01%
$65.15 - $91.81 $3.26K - $4.59K
4.91K $320K
VUG
Vanguard Growth ETF

ETFs
-42
- 2.38%
$369.1 - $427.61 $15.5K - $18K
1.72K $639K
PEP
Pepsico Inc

Consumer Defensive
-65
- 0.26%
$142.64 - $156.42 $9.27K - $10.2K
24.8K $3.72M
DIS
Walt Disney CO

Communication Services
-233
- 7.27%
$96.87 - $114.0 $22.6K - $26.6K
2.97K $293K
IWB
Ishares Tr Russell 1000 ETF

ETFs
-76
- 3.5%
$302.31 - $337.54 $23K - $25.7K
2.09K $642K
HON
Honeywell International Inc

Industrials
-90
- 4.52%
$202.75 - $226.52 $18.2K - $20.4K
1.9K $402K
SBUX
Starbucks Corp

Consumer Cyclical
-979
- 13.35%
$91.75 - $115.81 $89.8K - $113K
6.35K $623K
IUSG
Ishares Core S&P U.S Growth Et

ETFs
-49
- 1.62%
$126.86 - $146.45 $6.22K - $7.18K
2.97K $377K
VTWV
Vanguard Russell 2000 Value Et

ETFs
-90
- 4.27%
$131.51 - $149.24 $11.8K - $13.4K
2.02K $268K
MMM
3 M CO

Industrials
-3.75K
- 12.75%
$129.7 - $155.12 $487K - $582K
25.7K $3.77M
SMMD
Ishares Tr Russell 2500 ETF

ETFs
-4
- 0.09%
$61.55 - $71.27 $246 - $285
4.31K $269K
MUB
Ishares National Muni Bond ETF

ETFs
-133
- 3.96%
$104.71 - $107.69 $13.9K - $14.3K
3.22K $339K
NWN
Northwest Natural Holding CO

Utilities
-1.26K
- 9.56%
$38.31 - $42.72 $48.3K - $53.9K
11.9K $509K
MET
Metlife Inc

Financial Services
-40
- 0.98%
$77.7 - $87.0 $3.11K - $3.48K
4.04K $324K
DFEN
Direxion Shs ETF Tr Daily Aero

ETFs
-1.14K
- 14.2%
$27.18 - $35.19 $31K - $40.2K
6.9K $211K
GRMN
Garmin LTD

Technology
-96
- 7.84%
$204.55 - $241.93 $19.6K - $23.2K
1.13K $244K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
-73
- 1.64%
$90.0 - $96.32 $6.57K - $7.03K
4.37K $403K
SCHW
Schwab Charles Corp

Financial Services
-260
- 8.63%
$71.24 - $83.64 $18.5K - $21.7K
2.75K $215K
AON
Aon PLC

Financial Services
-95
- 11.0%
$348.44 - $409.32 $33.1K - $38.9K
769 $306K
DIV
Global X Superdividend Us ETF

ETFs
-184
- 1.23%
N/A
14.8K $254K
FISV
Fiserv Inc

Technology
-12
- 0.7%
N/A
1.7K $212K
RBLX
Roblox Corp

Communication Services
-54
- 1.34%
$53.77 - $75.47 $2.9K - $4.08K
3.96K $230K
Zacks Trust
-41K
- 6.29%
N/A
610K $0
Blackrock ETF Trust Ii
-5.42K
- 53.68%
N/A
4.68K $0
MSFU
Direxion Shs ETF Tr Daily Msft
-703
- 1.75%
N/A
39.6K $0
TSLL
Direxion Shs ETF Tr Daily Tsla
-5.31K
- 10.89%
N/A
43.5K $0
LQD
Ishares Iboxx $ Investment Gra

ETFs
-27
- 0.52%
$105.1 - $109.61 $2.84K - $2.96K
5.2K $564K
FTNT
Fortinet, Inc.

Technology
-214
- 1.25%
$92.49 - $114.57 $19.8K - $24.5K
16.9K $1.63M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-72
- 0.33%
$81.83 - $82.73 $5.89K - $5.96K
21.9K $1.82M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-52
- 1.43%
$87.68 - $94.52 $4.56K - $4.92K
3.59K $336K
WM
Waste Management Inc

Industrials
-49
- 4.88%
$200.54 - $233.78 $9.83K - $11.5K
955 $221K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-19
- 0.1%
$126.11 - $135.06 $2.4K - $2.57K
19.8K $2.55M
WFC
Wells Fargo & Company

Financial Services
-7
- 0.03%
$66.78 - $81.42 $467 - $570
20.3K $1.46M
NFLX
Netflix Inc

Communication Services
-1
- 0.12%
$828.4 - $1058.6 $828 - $1.06K
811 $756K
ABT
Abbott Laboratories

Healthcare
-68
- 1.57%
$111.1 - $140.22 $7.55K - $9.53K
4.27K $566K
XLU
Utilities Sector Spdr

ETFs
-66
- 0.19%
$74.7 - $80.27 $4.93K - $5.3K
34.1K $2.69M
IBM
International Business Machines Corp

Technology
-290
- 4.58%
$217.4 - $264.74 $63K - $76.8K
6.04K $1.5M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
-249
- 7.69%
$80.53 - $147.57 $20.1K - $36.7K
2.99K $395K
RTX
Raytheon Technologies Corp

Industrials
-88
- 1.01%
$114.1 - $135.66 $10K - $11.9K
8.62K $1.14M
V
Visa Inc.

Financial Services
-1
- 0.02%
$306.92 - $362.71 $307 - $363
4.01K $1.41M
PM
Philip Morris International Inc.

Consumer Defensive
-68
- 1.58%
$117.15 - $158.79 $7.97K - $10.8K
4.23K $670K
BROS
Dutch Bros Inc.

Consumer Cyclical
-7.75K
- 11.17%
$55.77 - $85.37 $432K - $662K
61.6K $3.81M
XOM
Exxon Mobil Corp

Energy
-886
- 2.16%
$105.44 - $118.93 $93.4K - $105K
40.1K $4.77M
ABBV
Abb Vie Inc.

Healthcare
-1.99K
- 6.89%
$169.2 - $216.66 $336K - $431K
26.9K $5.63M
JNJ
Johnson & Johnson

Healthcare
-806
- 2.64%
$142.06 - $167.7 $115K - $135K
29.8K $4.94M
GLD
Spdr Gold Trust

ETFs
-496
- 3.33%
$243.19 - $288.14 $121K - $143K
14.4K $4.14M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-1.1K
- 7.58%
$442.66 - $534.52 $487K - $588K
13.4K $7.14M
CVX
Chevron Corp

Energy
-989
- 2.93%
$146.71 - $167.97 $145K - $166K
32.7K $5.47M
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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