True Wealth Advisors, LLC Purchases in Q4 2024

True Wealth Advisors, LLC

  • $262 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
QQQ
Invesco Qqq Trust, Series 1

ETFs
1.32K
+ 7.12%
$481.22 - $538.17 $637K - $712K
19.9K $10.2M
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
46.4K
+ 41.71%
$24.55 - $25.16 $1.14M - $1.17M
158K $3.89M
DRSK
ETF Ser Solutions Aptus Define

ETFs
43.3K
+ 17.54%
$27.43 - $28.44 $1.19M - $1.23M
290K $7.95M
SPY
Spdr S&P 500 ETF Trust

ETFs
305
+ 0.67%
$567.81 - $607.81 $173K - $185K
45.9K $26.9M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1.5K
New
$442.29 - $483.08 $664K - $726K
1.5K $680K
PLTR
Palantir Technologies Inc.

Technology
7.7K
New
$36.46 - $82.38 $281K - $634K
7.7K $582K
GE
General Electric CO

Industrials
3.27K
New
$159.95 - $194.23 $523K - $635K
3.27K $544K
CVX
Chevron Corp

Energy
3.7K
+ 46.83%
$141.15 - $162.53 $522K - $601K
11.6K $1.68M
JCI
Johnson Controls International PLC

Industrials
6.54K
New
$74.23 - $86.6 $486K - $567K
6.54K $516K
UBER
Uber Technologies, Inc

Technology
8.47K
New
$59.93 - $86.34 $508K - $731K
8.47K $510K
VST
Vistra Corp.

Utilities
3.54K
New
$115.74 - $166.61 $409K - $589K
3.54K $487K
FCX
Freeport Mcmoran Inc

Basic Materials
12.8K
New
$38.08 - $50.82 $486K - $648K
12.8K $485K
DOV
Dover Corp

Industrials
2.53K
New
$184.72 - $206.51 $468K - $523K
2.53K $475K
NRG
Nrg Energy, Inc.

Utilities
5.27K
New
$85.3 - $101.61 $450K - $536K
5.27K $475K
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
6.76K
+ 14.5%
$98.47 - $109.35 $666K - $740K
53.4K $5.26M
CCJ
Cameco Corp

Energy
9.15K
New
$48.64 - $61.14 $445K - $559K
9.15K $470K
KIM
Kimco Realty Corp

Real Estate
19.6K
New
$22.75 - $25.78 $446K - $505K
19.6K $459K
FTSL
First Trust Senior Ln Fund

ETFs
8.33K
+ 9.02%
$45.9 - $46.48 $382K - $387K
101K $4.66M
AMZN
Amazon Com Inc

Consumer Cyclical
753
+ 9.96%
$180.88 - $232.93 $136K - $175K
8.32K $1.82M
HOV
Hovnanian Enterprises Inc

Consumer Cyclical
3.04K
New
$132.63 - $210.23 $403K - $638K
3.04K $406K
LLY
Eli Lilly & CO

Healthcare
665
+ 60.34%
$727.2 - $932.06 $484K - $620K
1.77K $1.36M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
7.34K
New
$50.37 - $50.6 $370K - $372K
7.34K $369K
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
5.78K
+ 78.57%
$59.74 - $60.03 $345K - $347K
13.1K $785K
FXO
First Tr Exchange Traded Fd Fi

ETFs
6.19K
New
$50.63 - $59.0 $314K - $365K
6.19K $335K
SFBS
Servis First Bancshares, Inc.

Financial Services
5
+ 0.01%
$77.34 - $99.0 $387 - $495
65.9K $5.58M
DBEM
Xtrackers Msci Emerging Market

ETFs
11K
New
$24.89 - $27.32 $274K - $301K
11K $274K
VGIT
Vanguard Intermediate Term Tre

ETFs
5.81K
+ 22.11%
$57.78 - $60.4 $336K - $351K
32.1K $1.86M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
3.69K
+ 11.28%
$53.94 - $58.15 $199K - $215K
36.4K $2.05M
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
3.19K
New
$47.29 - $84.74 $151K - $270K
3.19K $237K
WMT
Walmart Inc.

Consumer Defensive
1.37K
+ 13.21%
$79.1 - $95.7 $108K - $131K
11.8K $1.06M
GOOGL
Alphabet Inc.

Communication Services
533
+ 10.76%
$161.86 - $196.66 $86.3K - $105K
5.49K $1.04M
MA
Mastercard Inc

Financial Services
414
New
$491.3 - $536.15 $203K - $222K
414 $217K
SEIC
Sei Investments CO

Financial Services
2.64K
New
$69.36 - $86.58 $183K - $229K
2.64K $217K
AXON
Axon Enterprise, Inc.

Industrials
16
+ 1.54%
$399.22 - $689.78 $6.39K - $11K
1.05K $625K
FMB
First Tr Exchange Traded Fd Ii

ETFs
4.05K
New
$50.62 - $52.07 $205K - $211K
4.05K $206K
ITA
Ishares Tr

ETFs
1.29K
+ 94.18%
$144.31 - $157.31 $187K - $204K
2.67K $387K
IBD
Northern Lts Fd Tr Iv Inspire

ETFs
7.83K
+ 23.92%
$23.42 - $24.2 $183K - $189K
40.6K $950K
TDG
Trans Digm Group Inc

Industrials
157
+ 56.88%
$1239.0 - $1442.53 $195K - $226K
433 $548K
ISRG
Intuitive Surgical Inc

Healthcare
221
+ 27.08%
$471.27 - $550.62 $104K - $122K
1.04K $541K
AVGO
Broadcom Inc.

Technology
84
+ 4.22%
$159.67 - $250.0 $13.4K - $21K
2.07K $480K
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
4.51K
+ 17.87%
$43.84 - $48.76 $198K - $220K
29.8K $1.31M
IVV
Ishares Core S&P 500 ETF

ETFs
152
+ 5.29%
$570.51 - $610.59 $86.7K - $92.8K
3.03K $1.78M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
3.04K
+ 7.84%
$56.06 - $61.35 $170K - $187K
41.8K $2.36M
CGCP
Capital Group Core Plus Income

ETFs
6.28K
+ 15.37%
$22.13 - $23.17 $139K - $145K
47.1K $1.05M
ET
Energy Transfer LP

Energy
2.37K
+ 17.22%
$16.05 - $19.86 $38.1K - $47.1K
16.1K $316K
QQQM
Invesco Exchange Traded Fd Tr

ETFs
177
+ 2.99%
$198.04 - $221.51 $35.1K - $39.2K
6.09K $1.28M
FLMI
Franklin Dynamic Municipal Bon

ETFs
4.24K
+ 26.68%
$24.42 - $25.06 $104K - $106K
20.1K $491K
SCHG
Schwab Strategic Tr Us Large C

ETFs
32.6K
+ 301.64%
$25.93 - $105.3 $845K - $3.43M
43.4K $1.21M
RDVY
First Trust Rising Dividend Ac

ETFs
1.37K
+ 4.0%
$58.65 - $64.37 $80.4K - $88.2K
35.6K $2.11M
Activity Summary
Buys All Purchases 119 New Holdings 23 Increased Positions 96 Sells All Sells 77 Reductions 77 Sold out 0 Options Calls 0 Puts 0
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