True Wealth Advisors, LLC Purchases in Q3 2024

True Wealth Advisors, LLC

  • $271 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
46.7K
New
$94.31 - $103.26 $4.4M - $4.82M
46.7K $4.79M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
98.8K
New
$44.65 - $47.21 $4.41M - $4.66M
98.8K $4.62M
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
111K
New
$24.39 - $25.28 $2.71M - $2.81M
111K $2.8M
ACIO
ETF Ser Solutions Aptus Collar

ETFs
19.5K
+ 4.08%
$36.82 - $39.74 $719K - $776K
498K $19.8M
VGIT
Vanguard Intermediate Term Tre

ETFs
19.6K
+ 290.58%
$57.8 - $60.8 $1.13M - $1.19M
26.3K $1.59M
SFBS
Servis First Bancshares, Inc.

Financial Services
7
+ 0.01%
$60.39 - $86.36 $423 - $605
65.8K $5.3M
RSP
Invesco S&P 500 Equal Weight E

ETFs
4.82K
+ 27.69%
$162.83 - $179.16 $785K - $863K
22.2K $3.98M
DRSK
ETF Ser Solutions Aptus Define

ETFs
29.5K
+ 13.6%
$26.97 - $28.55 $796K - $843K
247K $6.98M
IGRO
Ishares Tr International Divid

ETFs
3.16K
+ 4.65%
$66.7 - $75.25 $211K - $238K
71.2K $5.31M
IIPR
Innovative Industrial Properties Inc

Real Estate
553
+ 2.36%
$107.56 - $136.78 $59.5K - $75.6K
24K $3.23M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
9.37K
+ 31.85%
$53.41 - $57.9 $500K - $542K
38.8K $2.24M
QQQ
Invesco Qqq Trust, Series 1

ETFs
890
+ 5.03%
$434.77 - $502.96 $387K - $448K
18.6K $9.07M
AMGN
Amgen Inc

Healthcare
1.68K
New
$309.38 - $337.38 $521K - $568K
1.68K $542K
SO
Southern CO

Utilities
202
+ 0.49%
$77.0 - $90.52 $15.6K - $18.3K
41K $3.7M
RDVY
First Trust Rising Dividend Ac

ETFs
6.26K
+ 22.39%
$53.68 - $59.24 $336K - $371K
34.2K $2.03M
IBD
Northern Lts Fd Tr Iv Inspire

ETFs
18.9K
+ 136.99%
$23.25 - $24.3 $440K - $460K
32.7K $788K
WMB
Williams Companies, Inc.

Energy
7.1K
+ 29.38%
$41.24 - $46.22 $293K - $328K
31.2K $1.43M
CL
Colgate Palmolive CO

Consumer Defensive
3.84K
New
$95.54 - $108.77 $367K - $418K
3.84K $398K
LDOS
Leidos Holdings, Inc.

Technology
2.4K
New
$142.66 - $163.02 $343K - $392K
2.4K $391K
SPGI
S&P Global Inc.

Financial Services
753
New
$446.32 - $527.38 $336K - $397K
753 $389K
TSLA
Tesla, Inc.

Consumer Cyclical
338
+ 7.37%
$191.76 - $263.26 $64.8K - $89K
4.93K $1.29M
EMR
Emerson Electric CO

Industrials
3.34K
+ 148.68%
$98.19 - $118.87 $327K - $396K
5.58K $610K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
766
New
$460.0 - $505.78 $352K - $387K
766 $356K
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
5.54K
+ 2.86%
$38.33 - $42.48 $212K - $235K
200K $8.39M
IR
Ingersoll Rand Inc.

Industrials
3.49K
New
$86.9 - $100.4 $303K - $350K
3.49K $342K
GL
Globe Life Inc.

Financial Services
170
+ 1.31%
$80.92 - $109.6 $13.8K - $18.6K
13.1K $1.39M
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
2.01K
+ 4.75%
$50.02 - $54.5 $100K - $109K
44.3K $2.42M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
144
+ 2.13%
$386.81 - $423.12 $55.7K - $60.9K
6.89K $2.92M
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
4.37K
+ 20.94%
$42.22 - $48.62 $185K - $212K
25.2K $1.17M
ORCL
Oracle Corp

Technology
771
+ 20.63%
$125.9 - $170.35 $97.1K - $131K
4.51K $768K
T
At&T Inc.

Communication Services
575
+ 0.74%
$18.21 - $22.28 $10.5K - $12.8K
77.9K $1.71M
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
3.81K
New
$52.1 - $59.66 $199K - $227K
3.81K $225K
PGR
Progressive Corp

Financial Services
870
New
$209.46 - $259.24 $182K - $226K
870 $220K
VOOV
Vanguard S&P 500 Value ETF

ETFs
1.13K
New
$175.0 - $190.72 $198K - $216K
1.13K $216K
UNP
Union Pacific Corp

Industrials
870
New
$221.78 - $256.09 $193K - $223K
870 $214K
SCHW
Schwab Charles Corp

Financial Services
3.29K
New
$61.74 - $76.08 $203K - $250K
3.29K $213K
MTB
M&T Bank Corp

Financial Services
1.18K
New
$146.49 - $179.85 $173K - $212K
1.18K $210K
VCR
Vanguard Consumer Discretionar

ETFs
619
New
$291.88 - $341.94 $181K - $212K
619 $210K
TFC
Truist Financial Corp

Financial Services
4.86K
New
$38.22 - $44.94 $186K - $218K
4.86K $207K
APD
Air Products & Chemicals, Inc.

Basic Materials
698
New
$247.34 - $300.11 $173K - $209K
698 $207K
ITA
Ishares Tr

ETFs
1.37K
New
$131.58 - $149.64 $181K - $206K
1.37K $205K
SHYG
Ishares 0 5 Year High Yield CO

ETFs
4.7K
New
$41.95 - $43.42 $197K - $204K
4.7K $204K
CAT
Caterpillar Inc

Industrials
311
+ 23.11%
$316.8 - $391.12 $98.5K - $122K
1.66K $648K
CGCP
Capital Group Core Plus Income

ETFs
6.62K
+ 19.33%
$22.12 - $23.31 $146K - $154K
40.9K $944K
FRDM
Ea Ser Tr Freedom 100 Emerging

ETFs
3.25K
+ 2.34%
$31.97 - $37.3 $104K - $121K
142K $5.08M
WWJD
Northern Lts Fd Tr Iv Inspire

ETFs
4.39K
+ 37.91%
$28.91 - $32.54 $127K - $143K
16K $515K
VZ
Verizon Communications Inc

Communication Services
623
+ 1.76%
$38.89 - $45.0 $24.2K - $28K
36K $1.62M
AXON
Axon Enterprise, Inc.

Industrials
148
+ 16.65%
$286.16 - $399.6 $42.4K - $59.1K
1.04K $414K
WMT
Walmart Inc.

Consumer Defensive
232
+ 2.29%
$66.91 - $81.4 $15.5K - $18.9K
10.4K $838K
Activity Summary
Buys All Purchases 122 New Holdings 22 Increased Positions 100 Sells All Sells 82 Reductions 82 Sold out 0 Options Calls 0 Puts 0
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