True Wealth Advisors, LLC Purchases and Sells in Q1 2025

True Wealth Advisors, LLC

$253 Million
Q1 2025

Top Buys

Incresed Positions

85 operations

Stock	Shares change	Price Range	Shares Held	Trade History
DRSK	64.2K + 22.13%	$27.06 - $28.25 $1.74M - $1.81M	354K $9.69M
FBND	35.3K + 30.94%	$44.41 - $45.98 $1.57M - $1.62M	150K $6.81M
UCON	41.9K + 26.54%	$24.5 - $24.95 $1.03M - $1.04M	200K $4.94M
DBEF	12.5K + 6.28%	$41.61 - $44.72 $519K - $557K	211K $9.19M
IBD	39.5K + 97.39%	$23.28 - $23.95 $920K - $946K	80.1K $1.9M
IIPR	16.1K + 58.22%	$54.09 - $74.56 $871K - $1.2M	43.8K $2.79M

New Holdings

18 operations

Stock	Shares change	Price Range	Shares Held	Trade History
TPSC	16.5K New	$36.14 - $40.81 $595K - $672K	16.5K $607K
CRM	1.71K New	$268.36 - $359.95 $459K - $616K	1.71K $458K
BABA	3.19K New	$80.53 - $147.57 $257K - $470K	3.19K $421K
DE	826 New	$408.57 - $509.27 $337K - $421K	826 $387K
ELY	20.4K New	N/A	20.4K $383K
SPGI	664 New	$478.26 - $543.77 $318K - $361K	664 $337K

Top Sells

Reduced Positions

81 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SPY	-10K - 21.78%	$551.42 - $612.93 $5.51M - $6.13M	35.9K $20.1M
IVV	-1.6K - 52.83%	$554.06 - $615.85 $885K - $984K	1.43K $796K
SPAB	-36.8K - 23.83%	$24.73 - $25.62 $911K - $944K	118K $3M
CALF	-13.3K - 44.63%	$36.64 - $45.76 $487K - $608K	16.5K $616K
IUSB	-15.1K - 51.92%	$44.72 - $46.25 $677K - $700K	14K $644K
GOOGL	-2.17K - 39.5%	$154.33 - $206.19 $335K - $447K	3.32K $512K

Activity Summary All Purchases 103 New Holdings 18 Increased Positions 85 All Sells 81 Reductions 81 Sold out 0 Calls 0 Puts 0

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of True Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on True Wealth Advisors, LLC with notifications on news.