True Private Wealth Advisors Sells in Q3 2025

True Private Wealth Advisors

  • $823 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
ONEQ
Fidelity Nasdaq Composite Inde

ETFs
-34.8K
- 93.54%
$79.52 - $89.63 $2.76M - $3.12M
2.4K $214K
CLOI
Vaneck ETF Tr

ETFs
-24.3K
- 6.73%
$52.8 - $53.1 $1.28M - $1.29M
336K $17.9M
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
-20.5K
- 36.23%
$50.82 - $51.09 $1.04M - $1.05M
36.1K $1.85M
BROS
Dutch Bros Inc.

Consumer Cyclical
-863
- 1.41%
$52.34 - $74.24 $45.2K - $64.1K
60.5K $3.16M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-6.95K
- 41.65%
$91.44 - $91.77 $635K - $638K
9.74K $893K
SPHB
Invesco ETF Tr Ii S&P 500 High

ETFs
-6.38K
- 77.02%
$97.65 - $111.15 $623K - $709K
1.9K $208K
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
-15.7K
- 27.48%
$68.94 - $86.3 $1.08M - $1.36M
41.5K $3.58M
FTNT
Fortinet, Inc.

Technology
-573
- 3.54%
$74.39 - $107.65 $42.6K - $61.7K
15.6K $1.31M
COST
Costco Wholesale Corp

Consumer Defensive
-64
- 1.22%
$915.95 - $994.57 $58.6K - $63.7K
5.19K $4.8M
EMR
Emerson Electric CO

Industrials
-2.24K
- 7.11%
$128.6 - $149.63 $288K - $335K
29.3K $3.84M
IGV
Ishares Expanded Tech Software

ETFs
-2.58K
- 46.74%
$105.96 - $117.79 $274K - $304K
2.94K $338K
META
Meta Platforms, Inc.

Communication Services
-314
- 9.34%
$695.21 - $791.73 $218K - $249K
3.05K $2.24M
CRM
Salesforce, Inc.

Technology
-22
- 0.36%
$231.66 - $273.65 $5.1K - $6.02K
6.01K $1.42M
AOM
Ishares Tr Core Moderate Alloc

ETFs
-6.24K
- 10.66%
$45.4 - $47.61 $283K - $297K
52.3K $2.49M
PFF
Ishares Trust Ishares Pfd And

ETFs
-7.9K
- 11.81%
$30.67 - $32.13 $242K - $254K
59K $1.87M
SNAP
Snap Inc

Communication Services
-18.3K
- 40.37%
$6.99 - $10.35 $128K - $189K
27K $207K
AMZN
Amazon Com Inc

Consumer Cyclical
-739
- 1.6%
$211.65 - $238.24 $156K - $176K
45.3K $9.95M
AOA
Ishares Tr Core Aggressive All

ETFs
-2.44K
- 18.92%
$82.71 - $88.14 $201K - $215K
10.4K $920K
CSCO
Cisco Systems, Inc.

Technology
-1.92K
- 11.77%
$66.2 - $71.79 $127K - $138K
14.4K $985K
GS
Goldman Sachs Group Inc

Financial Services
-928
- 13.45%
$696.56 - $806.32 $646K - $748K
5.97K $4.75M
NVO
Novo Nordisk A S

Healthcare
-1.07K
- 21.1%
$45.38 - $71.7 $48.6K - $76.9K
4.01K $222K
NFLX
Netflix Inc

Communication Services
-12
- 1.5%
$1147.87 - $1297.18 $13.8K - $15.6K
790 $947K
NKE
Nike, Inc.

Consumer Cyclical
-1.44K
- 8.08%
$69.24 - $79.24 $100K - $114K
16.4K $1.15M
PM
Philip Morris International Inc.

Consumer Defensive
-15
- 0.25%
$157.77 - $183.27 $2.37K - $2.75K
6.09K $987K
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-1.21K
- 25.97%
N/A
3.46K $296K
EFG
Msci Eafe Growth ETF

ETFs
-959
- 32.52%
$106.99 - $114.46 $103K - $110K
1.99K $226K
TIP
Ishares Tr Tips Bd ETF

ETFs
-972
- 16.28%
$109.11 - $111.88 $106K - $109K
5K $555K
ICOW
Pacer Fds Tr Devel Mrkts Intl

ETFs
-5.51K
- 12.76%
$33.78 - $36.74 $186K - $202K
37.7K $1.37M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-105
- 11.11%
$366.54 - $479.53 $38.5K - $50.4K
840 $328K
ABNB
Airbnb, Inc.

Consumer Cyclical
-301
- 6.82%
$118.3 - $142.16 $35.6K - $42.8K
4.11K $499K
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-1.73K
- 17.16%
$45.6 - $46.92 $79.1K - $81.4K
8.37K $390K
MSTR
Microstrategy Inc

Technology
-3
- 0.33%
$300.7 - $455.9 $902 - $1.37K
894 $288K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-916
- 4.14%
$82.38 - $83.0 $75.5K - $76K
21.2K $1.76M
ISRG
Intuitive Surgical Inc

Healthcare
-4
- 0.53%
$433.66 - $544.47 $1.73K - $2.18K
744 $332K
ALK
Alaska Air Group, Inc.

Industrials
-1.54K
- 11.46%
$49.73 - $63.86 $76.4K - $98.1K
11.9K $590K
SMR
Nuscale Power Corp

Industrials
-588
- 4.45%
$32.65 - $51.67 $19.2K - $30.4K
12.6K $454K
KR
Kroger CO

Consumer Defensive
-334
- 3.32%
$64.52 - $74.35 $21.5K - $24.8K
9.74K $656K
DE
Deere & CO

Industrials
-56
- 7.53%
$457.26 - $524.37 $25.6K - $29.4K
688 $314K
CMCSA
Comcast Corp

Communication Services
-640
- 7.09%
$31.41 - $36.33 $20.1K - $23.3K
8.39K $263K
LQD
Ishares Iboxx $ Investment Gra

ETFs
-602
- 11.89%
$107.66 - $112.36 $64.8K - $67.6K
4.46K $497K
PYPL
Pay Pal Holdings, Inc.

Financial Services
-300
- 6.08%
$65.64 - $78.22 $19.7K - $23.5K
4.64K $310K
BMY
Bristol Myers Squibb CO

Healthcare
-905
- 8.2%
$43.31 - $48.98 $39.2K - $44.3K
10.1K $456K
SBUX
Starbucks Corp

Consumer Cyclical
-4
- 0.06%
$81.9 - $96.86 $328 - $387
6.35K $536K
ERX
Direxion Daily Energy Bull 2 X

ETFs
-1.89K
- 14.49%
$50.26 - $59.81 $94.8K - $113K
11.1K $627K
IBTH
Ishares Tr Ibonds Dec 2027 Ter

ETFs
-4.41K
- 0.22%
$22.36 - $22.52 $98.5K - $99.2K
1.98M $44.5M
VGSH
Vanguard

ETFs
-572
- 4.87%
$58.43 - $58.88 $33.4K - $33.7K
11.2K $657K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-1.24K
- 6.42%
$132.9 - $142.03 $165K - $177K
18.1K $2.55M
PANW
Palo Alto Networks Inc

Technology
-89
- 1.24%
$167.06 - $208.19 $14.9K - $18.5K
7.1K $1.45M
SYK
Stryker Corp

Healthcare
-4
- 0.5%
$368.57 - $403.53 $1.47K - $1.61K
799 $295K
Activity Summary
Buys All Purchases 123 New Holdings 26 Increased Positions 97 Sells All Sells 113 Reductions 113 Sold out 0 Options Calls 0 Puts 0
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