True Wealth Advisors, LLC Purchases and Sells in Q2 2025

True Wealth Advisors, LLC

$276 Million
Q2 2025

Top Buys

Incresed Positions

91 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SPY	344 + 0.96%	$496.48 - $617.85 $171K - $213K	36.3K $22.4M
ACIO	22.5K + 5.65%	$36.36 - $41.4 $817K - $931K	420K $17.4M
DRSK	53.1K + 14.99%	$26.75 - $28.79 $1.42M - $1.53M	407K $11.7M
QQQ	108 + 0.53%	$416.06 - $551.64 $44.9K - $59.6K	20.7K $11.4M
UCON	37.3K + 18.68%	$24.48 - $24.9 $913K - $928K	237K $5.9M
FTSL	17.5K + 14.45%	$44.58 - $46.07 $779K - $805K	138K $6.35M

New Holdings

18 operations

Stock	Shares change	Price Range	Shares Held	Trade History
STX	4.87K New	$66.54 - $144.33 $324K - $703K	4.87K $702K
KTOS	14.8K New	$27.82 - $46.45 $413K - $690K	14.8K $689K
CRS	2.15K New	$151.3 - $276.38 $325K - $594K	2.15K $593K
LRN	3.51K New	$124.45 - $160.72 $437K - $564K	3.51K $509K
UNH	1.36K New	$274.35 - $599.47 $374K - $818K	1.36K $425K
SHY	4.69K New	$82.21 - $83.12 $385K - $390K	4.69K $388K

Top Sells

Reduced Positions

87 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SCHD	-14.8K - 7.06%	$24.32 - $27.87 $361K - $413K	195K $5.17M
LLY	-635 - 35.24%	$713.71 - $898.95 $453K - $571K	1.17K $909K
SPIB	-10.7K - 15.86%	$32.62 - $33.58 $350K - $360K	56.9K $1.91M
PFF	-10.2K - 35.16%	$29.0 - $30.68 $297K - $314K	18.9K $579K
CVX	-191 - 1.68%	$133.73 - $168.51 $25.5K - $32.2K	11.2K $1.6M
AAPL	-330 - 2.9%	$172.42 - $223.89 $56.9K - $73.9K	11K $2.26M

Activity Summary All Purchases 109 New Holdings 18 Increased Positions 91 All Sells 87 Reductions 87 Sold out 0 Calls 0 Puts 0

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