True Wealth Advisors, LLC Purchases in Q2 2025

True Wealth Advisors, LLC

  • $276 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SPY
Spdr S&P 500 ETF Trust

ETFs
344
+ 0.96%
$496.48 - $617.85 $171K - $213K
36.3K $22.4M
ACIO
ETF Ser Solutions Aptus Collar

ETFs
22.5K
+ 5.65%
$36.36 - $41.4 $817K - $931K
420K $17.4M
DRSK
ETF Ser Solutions Aptus Define

ETFs
53.1K
+ 14.99%
$26.75 - $28.79 $1.42M - $1.53M
407K $11.7M
QQQ
Invesco Qqq Trust, Series 1

ETFs
108
+ 0.53%
$416.06 - $551.64 $44.9K - $59.6K
20.7K $11.4M
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
37.3K
+ 18.68%
$24.48 - $24.9 $913K - $928K
237K $5.9M
FTSL
First Trust Senior Ln Fund

ETFs
17.5K
+ 14.45%
$44.58 - $46.07 $779K - $805K
138K $6.35M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
15.8K
+ 10.55%
$44.68 - $45.96 $705K - $725K
165K $7.56M
STX
Seagate Technology Holdings PLC

Technology
4.87K
New
$66.54 - $144.33 $324K - $703K
4.87K $702K
KTOS
Kratos Defense & Security Solutions, Inc.

Industrials
14.8K
New
$27.82 - $46.45 $413K - $690K
14.8K $689K
MSFT
Microsoft Corp

Technology
16
+ 0.3%
$354.56 - $497.45 $5.67K - $7.96K
5.37K $2.67M
CRS
Carpenter Technology Corp

Industrials
2.15K
New
$151.3 - $276.38 $325K - $594K
2.15K $593K
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
1.21K
+ 0.46%
$29.52 - $35.31 $35.7K - $42.7K
263K $9.28M
NVDA
Nvidia Corp

Technology
873
+ 10.97%
$94.31 - $157.99 $82.3K - $138K
8.83K $1.4M
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
1.05K
+ 1.71%
$82.17 - $99.96 $86.2K - $105K
62.4K $6.13M
LRN
Stride, Inc.

Consumer Defensive
3.51K
New
$124.45 - $160.72 $437K - $564K
3.51K $509K
NGS
Natural Gas Services Group Inc

Energy
15.8K
+ 127.6%
$17.35 - $27.4 $274K - $432K
28.1K $726K
ORCL
Oracle Corp

Technology
117
+ 2.29%
$122.82 - $218.63 $14.4K - $25.6K
5.22K $1.14M
UNH
Unitedhealth Group Inc

Healthcare
1.36K
New
$274.35 - $599.47 $374K - $818K
1.36K $425K
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
11.3K
+ 38.23%
$27.3 - $31.8 $307K - $358K
40.7K $1.29M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
4.69K
New
$82.21 - $83.12 $385K - $390K
4.69K $388K
CCJ
Cameco Corp

Energy
463
+ 4.53%
$36.68 - $74.46 $17K - $34.5K
10.7K $793K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
5.82K
+ 13.52%
$47.46 - $55.3 $276K - $322K
48.8K $2.69M
AXON
Axon Enterprise, Inc.

Industrials
20
+ 1.83%
$497.13 - $827.94 $9.94K - $16.6K
1.11K $919K
WMT
Walmart Inc.

Consumer Defensive
2.15K
+ 18.88%
$81.79 - $99.98 $176K - $215K
13.5K $1.32M
AMZN
Amazon Com Inc

Consumer Cyclical
311
+ 3.71%
$167.32 - $223.3 $52K - $69.4K
8.7K $1.91M
VST
Vistra Corp.

Utilities
103
+ 2.7%
$98.07 - $195.04 $10.1K - $20.1K
3.92K $759K
RF
Regions Financial Corp

Financial Services
11.7K
+ 61.77%
$18.34 - $23.52 $215K - $276K
30.7K $722K
CWS
Advisorshares Tr Advisorshares

ETFs
3.45K
+ 38.35%
$59.37 - $70.0 $205K - $241K
12.4K $870K
PANW
Palo Alto Networks Inc

Technology
1.08K
+ 62.91%
$152.44 - $204.64 $165K - $222K
2.81K $574K
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
5.3K
New
$48.5 - $49.35 $257K - $262K
5.3K $261K
TSLA
Tesla, Inc.

Consumer Cyclical
85
+ 2.14%
$221.86 - $362.89 $18.9K - $30.8K
4.06K $1.29M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
121
+ 1.78%
$171.4 - $227.1 $20.7K - $27.5K
6.92K $1.57M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
1.06K
+ 4.28%
$58.41 - $72.69 $62K - $77.1K
25.9K $1.88M
AVGO
Broadcom Inc.

Technology
109
+ 5.45%
$146.29 - $275.65 $15.9K - $30K
2.11K $581K
AXP
American Express CO

Financial Services
758
New
$231.39 - $318.98 $175K - $242K
758 $241K
DBEM
Xtrackers Msci Emerging Market

ETFs
6.37K
+ 16.5%
$22.79 - $27.5 $145K - $175K
44.9K $1.23M
EFV
Msci Eafe Value ETF

ETFs
3.69K
New
$52.4 - $64.65 $193K - $238K
3.69K $234K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
197
+ 2.79%
$376.48 - $440.65 $74.2K - $86.8K
7.27K $3.2M
GOOG
Alphabet Inc.

Communication Services
1.29K
New
$146.58 - $180.01 $189K - $232K
1.29K $229K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
2.32K
+ 6.04%
$45.88 - $54.4 $107K - $126K
40.8K $2.22M
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
4.39K
+ 2.08%
$38.18 - $45.52 $168K - $200K
215K $9.41M
CRWD
Crowd Strike Holdings, Inc.

Technology
430
New
$321.63 - $509.31 $138K - $219K
430 $219K
RDVY
First Trust Rising Dividend Ac

ETFs
556
+ 1.46%
$51.6 - $62.74 $28.7K - $34.9K
38.8K $2.43M
FAPR
First Ex Tr Fd Viii Ft Cboe Ve

ETFs
5.08K
New
$37.32 - $42.19 $189K - $214K
5.08K $214K
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
1.49K
New
$101.69 - $139.02 $152K - $208K
1.49K $207K
MPC
Marathon Petroleum Corp

Energy
1.24K
New
$118.55 - $170.08 $147K - $212K
1.24K $206K
CSX
Csx Corp

Industrials
6.26K
New
$26.69 - $32.91 $167K - $206K
6.26K $204K
SPGI
S&P Global Inc.

Financial Services
331
+ 49.85%
$438.31 - $527.29 $145K - $175K
995 $524K
XLU
Utilities Sector Spdr

ETFs
1.63K
+ 30.43%
$73.09 - $82.77 $119K - $135K
7K $571K
Activity Summary
Buys All Purchases 109 New Holdings 18 Increased Positions 91 Sells All Sells 87 Reductions 87 Sold out 0 Options Calls 0 Puts 0
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