True Private Wealth Advisors Reduced Holdings in Q4 2024

True Private Wealth Advisors

  • $779 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
LOW
Lowes Companies Inc

Consumer Cyclical
-17
- 0.92%
$244.52 - $284.07 $4.16K - $4.83K
1.82K $449K
MUB
Ishares National Muni Bond ETF

ETFs
-301
- 8.23%
$105.78 - $108.7 $31.8K - $32.7K
3.36K $357K
PYPL
Pay Pal Holdings, Inc.

Financial Services
-951
- 16.09%
$77.25 - $91.3 $73.5K - $86.8K
4.96K $423K
DUK
Duke Energy Corp

Utilities
-42
- 1.26%
$105.76 - $120.76 $4.44K - $5.07K
3.3K $355K
TIP
Ishares Tr Tips Bd ETF

ETFs
-3
- 0.05%
$106.33 - $110.69 $319 - $332
6.01K $640K
ABT
Abbott Laboratories

Healthcare
-153
- 3.41%
$111.93 - $119.39 $17.1K - $18.3K
4.34K $490K
MOS
Mosaic CO

Basic Materials
-5
- 0.06%
$23.87 - $28.34 $119 - $142
8.32K $204K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
-28
- 0.63%
$91.94 - $100.02 $2.57K - $2.8K
4.44K $411K
ORCL
Oracle Corp

Technology
-18
- 0.9%
$165.41 - $192.43 $2.98K - $3.46K
1.98K $330K
IBM
International Business Machines Corp

Technology
-3
- 0.05%
$204.9 - $238.04 $615 - $714
6.33K $1.39M
MET
Metlife Inc

Financial Services
-77
- 1.85%
$78.15 - $88.25 $6.02K - $6.8K
4.08K $334K
C
Citigroup Inc

Financial Services
-492
- 14.29%
$61.31 - $72.5 $30.2K - $35.7K
2.95K $207K
ESS
Essex Property Trust, Inc.

Real Estate
-5
- 0.61%
N/A
809 $220K
SMMD
Ishares Tr Russell 2500 ETF

ETFs
-31
- 0.71%
$66.67 - $74.08 $2.07K - $2.3K
4.32K $293K
Blackrock ETF Trust Ii
-9.57K
- 48.64%
N/A
10.1K $0
Ats Corporation
-243
- 1.97%
N/A
12.1K $0
DE
Deere & CO

Industrials
-10
- 1.38%
$389.45 - $466.0 $3.89K - $4.66K
713 $302K
HON
Honeywell International Inc

Industrials
-177
- 8.16%
$202.84 - $236.0 $35.9K - $41.8K
1.99K $449K
KEY
Keycorp

Financial Services
-1.32K
- 1.94%
$16.21 - $19.97 $21.4K - $26.4K
66.7K $1.14M
CWB
Spdr Bloomberg Convertible Sec

ETFs
-14
- 0.38%
$76.21 - $82.24 $1.07K - $1.15K
3.67K $286K
XLK
Technology Sector Spdr

ETFs
-14
- 1.01%
$220.26 - $241.44 $3.08K - $3.38K
1.38K $319K
AON
Aon PLC

Financial Services
-14
- 1.59%
$344.14 - $393.31 $4.82K - $5.51K
864 $310K
PAYX
Paychex Inc

Industrials
-20
- 1.09%
$135.86 - $148.73 $2.72K - $2.97K
1.82K $254K
ISRG
Intuitive Surgical Inc

Healthcare
-10
- 1.35%
$471.27 - $550.62 $4.71K - $5.51K
732 $382K
IUSG
Ishares Core S&P U.S Growth Et

ETFs
-22
- 0.72%
$129.96 - $144.97 $2.86K - $3.19K
3.02K $420K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-241
- 1.72%
$521.84 - $558.82 $126K - $135K
13.8K $7.43M
IGV
Ishares Expanded Tech Software

ETFs
-50
- 1.68%
$87.5 - $110.17 $4.38K - $5.51K
2.93K $293K
BMY
Bristol Myers Squibb CO

Healthcare
-125
- 1.34%
$51.92 - $59.94 $6.49K - $7.49K
9.21K $521K
VUG
Vanguard Growth ETF

ETFs
-3
- 0.17%
$378.79 - $428.11 $1.14K - $1.28K
1.77K $724K
CSCO
Cisco Systems, Inc.

Technology
-1.3K
- 6.32%
$52.45 - $60.02 $68K - $77.8K
19.2K $1.14M
BAC
Bank Of America Corp

Financial Services
-96
- 0.8%
$39.22 - $47.77 $3.77K - $4.59K
11.9K $521K
DIS
Walt Disney CO

Communication Services
-5
- 0.16%
$92.39 - $117.6 $462 - $588
3.2K $356K
BA
Boeing CO

Industrials
-437
- 6.93%
$138.14 - $180.72 $60.4K - $79K
5.87K $1.04M
USB
Us Bancorp \De\

Financial Services
-1.59K
- 2.07%
$43.98 - $53.66 $70.1K - $85.5K
75.2K $3.6M
COST
Costco Wholesale Corp

Consumer Defensive
-30
- 0.55%
$873.59 - $994.69 $26.2K - $29.8K
5.38K $4.93M
V
Visa Inc.

Financial Services
-61
- 1.5%
$273.87 - $320.91 $16.7K - $19.6K
4.01K $1.27M
MS
Morgan Stanley

Financial Services
-86
- 1.04%
$104.42 - $134.99 $8.98K - $11.6K
8.18K $1.03M
WFC
Wells Fargo & Company

Financial Services
-1.95K
- 8.77%
$54.98 - $77.35 $107K - $151K
20.3K $1.43M
MRVL
Marvell Technology, Inc.

Technology
-23
- 0.49%
$70.31 - $124.78 $1.62K - $2.87K
4.65K $513K
ALK
Alaska Air Group, Inc.

Industrials
-2.22K
- 12.89%
$42.48 - $67.6 $94.3K - $150K
15K $971K
QUBT
Quantum Computing Inc.

Technology
-52.1K
- 79.23%
$0.64 - $21.61 $33.3K - $1.13M
13.6K $238K
FTNT
Fortinet, Inc.

Technology
-200
- 1.15%
$76.49 - $99.21 $15.3K - $19.8K
17.1K $1.62M
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
-1.14K
- 4.78%
$47.29 - $84.74 $54K - $96.7K
22.7K $1.69M
EMR
Emerson Electric CO

Industrials
-486
- 1.29%
$108.13 - $134.33 $52.6K - $65.3K
37.2K $4.61M
GS
Goldman Sachs Group Inc

Financial Services
-158
- 1.67%
$486.1 - $608.57 $76.8K - $96.2K
9.32K $5.33M
JPM
Jpmorgan Chase & CO

Financial Services
-316
- 1.1%
$205.18 - $250.29 $64.8K - $79.1K
28.3K $6.78M
TSLA
Tesla, Inc.

Consumer Cyclical
-57
- 0.89%
$213.65 - $479.86 $12.2K - $27.4K
6.38K $2.58M
BROS
Dutch Bros Inc.

Consumer Cyclical
-1K
- 1.42%
$30.72 - $55.82 $30.7K - $55.8K
69.4K $3.64M
AMZN
Amazon Com Inc

Consumer Cyclical
-728
- 1.46%
$180.88 - $232.93 $132K - $170K
49K $10.8M
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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