True Wealth Advisors, LLC Purchases and Sells in Q3 2025

True Wealth Advisors, LLC

$291 Million
Q3 2025

Top Buys

Incresed Positions

101 operations

Stock	Shares change	Price Range	Shares Held	Trade History
DBEF	110K + 51.03%	$43.65 - $46.42 $4.79M - $5.1M	325K $15.1M
FRDM	8.89K + 6.91%	$40.04 - $45.11 $356K - $401K	138K $6.1M
WMT	7.1K + 52.55%	$94.4 - $104.27 $671K - $741K	20.6K $2.13M
SDVY	824 + 0.31%	$35.42 - $38.65 $29.2K - $31.8K	264K $10M
TSLA	448 + 11.03%	$293.94 - $444.72 $132K - $199K	4.51K $2.01M
IGRO	7.46K + 10.54%	$75.97 - $80.24 $566K - $598K	78.2K $6.23M

New Holdings

16 operations

Stock	Shares change	Price Range	Shares Held	Trade History
FSLR	4.07K New	$160.84 - $223.53 $654K - $909K	4.07K $896K
KR	11.5K New	$64.52 - $74.35 $740K - $853K	11.5K $773K
COIN	1.99K New	$297.99 - $419.78 $593K - $835K	1.99K $671K
TT	1.51K New	$398.96 - $472.54 $604K - $715K	1.51K $638K
CGGR	6.45K New	$40.2 - $44.58 $259K - $288K	6.45K $283K
MU	1.46K New	$104.88 - $168.89 $153K - $246K	1.46K $244K

Top Sells

Reduced Positions

77 operations

Stock	Shares change	Price Range	Shares Held	Trade History
ACIO	-74.1K - 17.63%	$41.26 - $43.63 $3.06M - $3.23M	346K $15M
QQQ	-5.13K - 24.84%	$546.99 - $602.2 $2.81M - $3.09M	15.5K $9.32M
RSP	-8.98K - 76.55%	$181.56 - $190.33 $1.63M - $1.71M	2.75K $521K
XMHQ	-10.9K - 17.5%	$98.53 - $107.1 $1.08M - $1.17M	51.5K $5.4M
PLTR	-5.63K - 76.36%	$130.68 - $186.97 $736K - $1.05M	1.74K $318K
SPAB	-14.2K - 13.17%	$25.21 - $25.99 $358K - $369K	93.5K $2.42M

Activity Summary All Purchases 117 New Holdings 16 Increased Positions 101 All Sells 77 Reductions 77 Sold out 0 Calls 0 Puts 0

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