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
IEMG
Ishares Inc

ETFs
-156
- 0.49%
N/A
31.4K $1.68M
HD
Home Depot, Inc.

Consumer Cyclical
-26
- 1.9%
$335.24 - $380.78 $8.72K - $9.9K
1.34K $491K
ALK
Alaska Air Group, Inc.

Industrials
-248
- 1.82%
$41.01 - $54.88 $10.2K - $13.6K
13.4K $663K
DNP
Dnp Select Income Fund Inc

Financial Services
-287
- 2.75%
$8.89 - $9.88 $2.55K - $2.84K
10.1K $99K
SMOT
Vaneck ETF Tr Morningstar Smid
-2.33K
- 2.58%
N/A
87.8K $0
VTWV
Vanguard Russell 2000 Value Et

ETFs
-87
- 4.31%
$116.09 - $139.09 $10.1K - $12.1K
1.93K $268K
Graniteshares ETF Tr
-5.72K
- 7.5%
N/A
70.5K $0
World Fds Tr
-29
- 0.47%
N/A
6.12K $0
MSFU
Direxion Shs ETF Tr Daily Msft
-1.18K
- 2.99%
N/A
38.4K $0
Graniteshares ETF Tr
-1.76K
- 4.04%
N/A
41.8K $0
AMZU
Direxion Shs ETF Tr Daily Amzn
-1.91K
- 3.5%
N/A
52.8K $0
GGLL
Direxion Shs ETF Tr Daily Goog
-552
- 3.88%
N/A
13.7K $0
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
-258
- 7.35%
$60.34 - $74.89 $15.6K - $19.3K
3.25K $243K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
-3
- 0.07%
$81.46 - $94.63 $244 - $284
4.37K $413K
KR
Kroger CO

Consumer Defensive
-396
- 3.78%
$64.62 - $74.0 $25.6K - $29.3K
10.1K $722K
SMMD
Ishares Tr Russell 2500 ETF

ETFs
-6
- 0.14%
$54.81 - $67.78 $329 - $407
4.31K $291K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-400
- 2.02%
$114.78 - $133.31 $45.9K - $53.3K
19.4K $2.58M
HON
Honeywell International Inc

Industrials
-17
- 0.89%
$182.86 - $232.88 $3.11K - $3.96K
1.88K $438K
AOA
Ishares Tr Core Aggressive All

ETFs
-622
- 4.61%
$69.46 - $83.4 $43.2K - $51.9K
12.9K $1.07M
IAU
Ishares Gold Trust

ETFs
-1.46K
- 3.76%
$56.1 - $64.74 $81.7K - $94.3K
37.3K $2.32M
AOM
Ishares Tr Core Moderate Alloc

ETFs
-1.69K
- 2.81%
$41.55 - $46.04 $70.2K - $77.8K
58.5K $2.69M
COST
Costco Wholesale Corp

Consumer Defensive
-190
- 3.49%
$908.13 - $1056.85 $173K - $201K
5.25K $5.2M
ABNB
Airbnb, Inc.

Consumer Cyclical
-23
- 0.52%
$105.69 - $140.64 $2.43K - $3.23K
4.41K $584K
HEFA
Ishares Currency Hedged Msci E

ETFs
-307
- 0.77%
$32.11 - $38.21 $9.86K - $11.7K
39.8K $1.51M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
-4
- 0.13%
$113.67 - $150.4 $455 - $602
2.97K $445K
KEY
Keycorp

Financial Services
-316
- 0.49%
$13.23 - $17.42 $4.18K - $5.5K
63.9K $1.11M
FTNT
Fortinet, Inc.

Technology
-700
- 4.14%
$84.71 - $108.69 $59.3K - $76.1K
16.2K $1.71M
MSTR
Microstrategy Inc

Technology
-53
- 5.58%
$237.95 - $421.61 $12.6K - $22.3K
897 $362K
VUG
Vanguard Growth ETF

ETFs
-1
- 0.06%
$329.49 - $438.4 $329 - $438
1.72K $755K
RBLX
Roblox Corp

Communication Services
-276
- 6.97%
$51.22 - $105.59 $14.1K - $29.1K
3.69K $387K
PANW
Palo Alto Networks Inc

Technology
-268
- 3.59%
$152.44 - $204.64 $40.9K - $54.8K
7.19K $1.47M
IEFA
Ishares Tr

ETFs
-1.13K
- 2.78%
$67.83 - $84.09 $76.8K - $95.2K
39.7K $3.31M
TQQQ
Proshares Ultrapro Qqq

ETFs
-320
- 3.1%
$38.9 - $83.0 $12.4K - $26.6K
9.99K $829K
SMR
Nuscale Power Corp

Industrials
-5.77K
- 30.4%
$12.6 - $43.24 $72.7K - $249K
13.2K $522K
URI
United Rentals, Inc.

Industrials
-548
- 10.37%
$551.94 - $753.4 $302K - $413K
4.74K $3.57M
NFLX
Netflix Inc

Communication Services
-9
- 1.11%
$855.86 - $1339.13 $7.7K - $12.1K
802 $1.07M
EMR
Emerson Electric CO

Industrials
-3.92K
- 11.06%
$94.15 - $133.33 $369K - $522K
31.5K $4.2M
BROS
Dutch Bros Inc.

Consumer Cyclical
-332
- 0.54%
$51.37 - $73.72 $17.1K - $24.5K
61.3K $4.19M
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
-550
- 2.45%
$60.61 - $87.72 $33.3K - $48.2K
21.9K $1.85M
ITOT
Ishares Core S&P Total U.S. St

ETFs
-21.7K
- 8.43%
$108.12 - $135.04 $2.34M - $2.92M
235K $31.8M
META
Meta Platforms, Inc.

Communication Services
-10
- 0.3%
$484.66 - $738.09 $4.85K - $7.38K
3.36K $2.48M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-235
- 1.89%
$456.74 - $568.03 $107K - $133K
12.2K $6.94M
TECL
Direxion Daily Technology Bull

ETFs
-340
- 1.9%
$37.33 - $93.58 $12.7K - $31.8K
17.6K $1.64M
JPM
Jpmorgan Chase & CO

Financial Services
-986
- 4.05%
$210.28 - $289.91 $207K - $286K
23.4K $6.77M
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
-6.73K
- 10.51%
$40.51 - $71.03 $272K - $478K
57.3K $4.02M
GS
Goldman Sachs Group Inc

Financial Services
-72
- 1.03%
$462.22 - $707.75 $33.3K - $51K
6.9K $4.88M
AMZN
Amazon Com Inc

Consumer Cyclical
-677
- 1.45%
$167.32 - $223.3 $113K - $151K
46.1K $10.1M
VGT
Vanguard Information Technolog

ETFs
-428
- 2.1%
$470.37 - $663.28 $201K - $284K
19.9K $13.2M
MSFT
Microsoft Corp

Technology
-1.69K
- 4.9%
$354.56 - $497.45 $598K - $839K
32.7K $16.3M
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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