True Private Wealth Advisors Sells in Q2 2025

True Private Wealth Advisors

  • $762 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
-823K
- 93.56%
$50.1 - $51.02 $41.2M - $42M
56.7K $2.89M
AGZ
Ishares Agency Bond ETF

ETFs
-380K
- 93.93%
$108.32 - $109.92 $41.2M - $41.8M
24.6K $2.7M
IWD
Ishares Russell 1000 Val ETF

ETFs
-125K
- 86.9%
$166.82 - $194.23 $20.8M - $24.3M
18.8K $3.66M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-224K
- 80.03%
$51.16 - $62.02 $11.5M - $13.9M
55.9K $3.47M
RSP
Invesco S&P 500 Equal Weight E

ETFs
-57.1K
- 21.33%
$152.93 - $181.74 $8.74M - $10.4M
211K $38.3M
FDL
First Tr Morningstar Dividend

ETFs
-85.8K
- 10.13%
$38.19 - $43.19 $3.28M - $3.71M
761K $31.9M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-62.9K
- 90.0%
$55.54 - $69.09 $3.49M - $4.34M
6.98K $482K
AAPL
Apple Inc.

Technology
-4.55K
- 4.05%
$172.42 - $223.89 $784K - $1.02M
108K $22.1M
VTV
Vanguard Value ETF

ETFs
-15K
- 68.8%
$153.67 - $176.74 $2.3M - $2.64M
6.79K $1.2M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-1.32K
- 9.81%
$483.48 - $539.8 $636K - $710K
12.1K $5.88M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-18.1K
- 64.22%
$45.12 - $46.23 $818K - $838K
10.1K $467K
ABBV
Abb Vie Inc.

Healthcare
-236
- 0.88%
$170.16 - $206.27 $40.2K - $48.7K
26.6K $4.94M
XOM
Exxon Mobil Corp

Energy
-763
- 1.9%
$99.93 - $119.04 $76.2K - $90.8K
39.4K $4.24M
PEP
Pepsico Inc

Consumer Defensive
-456
- 1.84%
$128.02 - $151.37 $58.4K - $69K
24.3K $3.21M
PFF
Ishares Trust Ishares Pfd And

ETFs
-14.5K
- 17.8%
$29.0 - $30.68 $420K - $444K
66.9K $2.05M
IVV
Ishares Core S&P 500 ETF

ETFs
-1.08K
- 18.66%
$498.8 - $620.9 $540K - $672K
4.72K $2.93M
IVE
Ishares S&P 500 Value ETF

ETFs
-1.94K
- 14.33%
$168.34 - $195.42 $327K - $380K
11.6K $2.27M
ERX
Direxion Daily Energy Bull 2 X

ETFs
-1.72K
- 11.69%
$42.83 - $66.07 $73.8K - $114K
13K $668K
QUAL
Ishares Msci Usa Quality Facto

ETFs
-1.6K
- 46.17%
$152.42 - $182.82 $244K - $292K
1.86K $340K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-2.96K
- 13.28%
$90.56 - $109.49 $268K - $324K
19.3K $2.11M
EFV
Msci Eafe Value ETF

ETFs
-3.15K
- 44.4%
$52.4 - $64.65 $165K - $204K
3.95K $250K
PFE
Pfizer Inc

Healthcare
-3.36K
- 5.09%
$21.59 - $24.84 $72.6K - $83.5K
62.8K $1.52M
IVW
Ishares S&P 500 Growth ETF

ETFs
-3.98K
- 20.49%
$82.96 - $110.1 $331K - $439K
15.5K $1.7M
MMM
3 M CO

Industrials
-1.57K
- 6.13%
$126.09 - $154.15 $198K - $242K
24.1K $3.67M
CMCSA
Comcast Corp

Communication Services
-2.35K
- 20.64%
$32.84 - $36.72 $77.1K - $86.3K
9.03K $322K
STGW
Stagwell Inc

Communication Services
-135
- 0.22%
$4.16 - $6.02 $562 - $813
61K $274K
MET
Metlife Inc

Financial Services
-909
- 22.48%
$68.42 - $82.49 $62.2K - $75K
3.13K $252K
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
-571
- 18.49%
$116.93 - $119.39 $66.8K - $68.2K
2.52K $299K
PSA
Public Storage

Real Estate
-196
- 19.6%
$266.31 - $309.77 $52.2K - $60.7K
804 $235K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
-470
- 31.74%
$180.84 - $240.32 $85K - $113K
1.01K $242K
MUB
Ishares National Muni Bond ETF

ETFs
-421
- 13.06%
$102.31 - $105.8 $43.1K - $44.5K
2.8K $292K
DIV
Global X Superdividend Us ETF

ETFs
-2.62K
- 17.73%
N/A
12.2K $209K
SBUX
Starbucks Corp

Consumer Cyclical
-3
- 0.05%
$79.69 - $99.41 $239 - $298
6.35K $581K
AON
Aon PLC

Financial Services
-23
- 2.99%
$335.85 - $398.81 $7.72K - $9.17K
746 $266K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-1
- 0.11%
$421.16 - $509.5 $421 - $510
945 $420K
GRMN
Garmin LTD

Technology
-137
- 12.15%
$173.63 - $218.07 $23.8K - $29.9K
991 $206K
SNAP
Snap Inc

Communication Services
-3.71K
- 7.57%
$7.23 - $9.21 $26.8K - $34.1K
45.2K $392K
COLB
Columbia Banking System, Inc.

Financial Services
-551
- 4.03%
$20.71 - $25.63 $11.4K - $14.1K
13.1K $307K
BX
Blackstone Inc.

Financial Services
-575
- 10.79%
$120.07 - $151.11 $69K - $86.9K
4.75K $711K
IWB
Ishares Tr Russell 1000 ETF

ETFs
-298
- 14.24%
$272.36 - $339.57 $81.2K - $101K
1.8K $609K
VONV
Vanguard Russell 1000 Value Et

ETFs
-741
- 6.1%
$73.19 - $85.21 $54.2K - $63.1K
11.4K $971K
AMGN
Amgen Inc

Healthcare
-7
- 0.88%
$262.28 - $309.85 $1.84K - $2.17K
784 $218K
PAYX
Paychex Inc

Industrials
-35
- 1.89%
$137.01 - $159.78 $4.8K - $5.59K
1.82K $264K
GILD
Gilead Sciences, Inc.

Healthcare
-161
- 7.91%
$96.91 - $113.0 $15.6K - $18.2K
1.87K $207K
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-223
- 4.56%
N/A
4.67K $400K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-187
- 5.21%
$85.42 - $94.39 $16K - $17.7K
3.4K $319K
TIP
Ishares Tr Tips Bd ETF

ETFs
-88
- 1.45%
$107.93 - $110.97 $9.5K - $9.77K
5.97K $656K
SHW
Sherwin Williams CO

Basic Materials
-16
- 1.25%
$313.51 - $363.51 $5.02K - $5.82K
1.26K $432K
LQD
Ishares Iboxx $ Investment Gra

ETFs
-135
- 2.6%
$105.23 - $109.61 $14.2K - $14.8K
5.06K $554K
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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