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
NVDA
Nvidia Corp

Technology
1.37K
+ 19.14%
$98.91 - $134.91 $135K - $185K
8.52K $1.03M
TDG
Trans Digm Group Inc

Industrials
80
+ 40.82%
$1202.03 - $1427.41 $96.2K - $114K
276 $393K
ANET
Arista Networks, Inc.

Technology
293
+ 33.91%
$311.42 - $388.21 $91.2K - $114K
1.16K $444K
META
Meta Platforms, Inc.

Communication Services
133
+ 14.04%
$453.41 - $572.44 $60.3K - $76.1K
1.08K $618K
AMD
Advanced Micro Devices Inc

Technology
818
+ 34.14%
$128.67 - $183.96 $105K - $150K
3.21K $527K
QQQM
Invesco Exchange Traded Fd Tr

ETFs
554
+ 10.33%
$178.94 - $207.0 $99.1K - $115K
5.92K $1.19M
CRWD
Crowd Strike Holdings, Inc.

Technology
748
+ 91.78%
$217.89 - $392.15 $163K - $293K
1.56K $438K
ISRG
Intuitive Surgical Inc

Healthcare
186
+ 29.52%
$416.14 - $494.01 $77.4K - $91.9K
816 $400K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
2.43K
+ 8.03%
$49.7 - $56.11 $121K - $137K
32.7K $1.8M
GRMN
Garmin LTD

Technology
534
+ 31.98%
$161.1 - $183.29 $86K - $97.9K
2.2K $387K
NFLX
Netflix Inc

Communication Services
142
+ 35.06%
$598.55 - $722.26 $85K - $103K
547 $387K
COST
Costco Wholesale Corp

Consumer Defensive
113
+ 33.33%
$801.83 - $917.05 $90.6K - $104K
452 $400K
JPM
Jpmorgan Chase & CO

Financial Services
273
+ 4.41%
$194.9 - $224.8 $53.2K - $61.4K
6.46K $1.36M
TPHD
Timothy Plan High Divid Stk Et

ETFs
2.07K
+ 17.65%
$34.67 - $37.7 $71.9K - $78.2K
13.8K $521K
XLB
Select Sector Spdr Fd Material

ETFs
857
+ 25.85%
$86.95 - $97.09 $74.5K - $83.2K
4.17K $402K
KMI
Kinder Morgan, Inc.

Energy
271
+ 0.58%
$19.72 - $22.22 $5.34K - $6.02K
47.2K $1.04M
SPIB
Spdr Portfolio Intermediate Te

ETFs
583
+ 0.74%
$32.36 - $33.78 $18.9K - $19.7K
78.9K $2.66M
PRU
Prudential Financial Inc

Financial Services
763
+ 22.46%
$105.53 - $127.32 $80.5K - $97.1K
4.16K $503K
FPE
First Tr Pfd Secs & Income ETF

ETFs
3.98K
+ 8.9%
$17.35 - $18.22 $69K - $72.5K
48.7K $881K
FLRT
Pacer Fds Tr Pacific Asset Flt

ETFs
2.05K
+ 25.65%
$47.43 - $47.88 $97K - $98K
10K $475K
AFL
Aflac Inc

Financial Services
4
+ 0.09%
$88.52 - $111.8 $354 - $447
4.23K $472K
GWW
W.W. Grainger, Inc.

Industrials
36
+ 9.42%
$896.19 - $1044.18 $32.3K - $37.6K
418 $434K
FLMI
Franklin Dynamic Municipal Bon

ETFs
3.17K
+ 24.94%
$24.32 - $25.01 $77.1K - $79.3K
15.9K $397K
KLAC
Kla Corp

Technology
130
+ 41.01%
$696.17 - $892.35 $90.5K - $116K
447 $345K
PANW
Palo Alto Networks Inc

Technology
224
+ 26.79%
$294.18 - $368.01 $65.9K - $82.4K
1.06K $362K
SCHP
Schwab Strategic Us Tips ETF

ETFs
316
+ 0.91%
$51.58 - $53.79 $16.3K - $17K
35K $1.87M
MCD
Mcdonalds Corp

Consumer Cyclical
15
+ 1.11%
$245.82 - $304.51 $3.69K - $4.57K
1.37K $417K
EFX
Equifax Inc

Industrials
1
+ 0.07%
$236.42 - $307.13 $236 - $307
1.39K $407K
DFAS
Dimensional ETF Tr U S Small C

ETFs
320
+ 3.67%
$59.25 - $65.33 $19K - $20.9K
9.05K $586K
CLX
Clorox CO

Consumer Defensive
2
+ 0.09%
$131.73 - $166.97 $263 - $334
2.34K $381K
EFV
Msci Eafe Value ETF

ETFs
605
+ 10.88%
$51.72 - $57.96 $31.3K - $35.1K
6.16K $354K
CWS
Advisorshares Tr Advisorshares

ETFs
459
+ 11.48%
$61.66 - $68.72 $28.3K - $31.5K
4.46K $306K
KO
Coca Cola CO

Consumer Defensive
228
+ 4.61%
$62.69 - $73.01 $14.3K - $16.6K
5.17K $371K
PFFD
Global X Fds U S Pfd ETF (De)

ETFs
34
+ 0.07%
$19.48 - $20.97 $662 - $713
47.6K $988K
TDIV
First Trust Nasdaq Technology

ETFs
181
+ 2.18%
$70.51 - $81.07 $12.8K - $14.7K
8.49K $681K
ZS
Zscaler, Inc.

Technology
508
+ 31.26%
$155.9 - $204.47 $79.2K - $104K
2.13K $364K
XLV
Select Sector Spdr Fund Health

ETFs
102
+ 2.37%
$143.3 - $157.24 $14.6K - $16K
4.4K $678K
ET
Energy Transfer LP

Energy
3.22K
+ 30.56%
$15.43 - $16.44 $49.7K - $53K
13.8K $220K
FVD
First Tr Value Line Divid Inde

ETFs
424
+ 7.17%
$40.45 - $45.49 $17.2K - $19.3K
6.34K $288K
AMZN
Amazon Com Inc

Consumer Cyclical
502
+ 7.11%
$161.02 - $200.0 $80.8K - $100K
7.56K $1.41M
GOOGL
Alphabet Inc.

Communication Services
685
+ 16.04%
$148.65 - $191.18 $102K - $131K
4.96K $821K
DUK
Duke Energy Corp

Utilities
43
+ 1.92%
$99.35 - $117.71 $4.27K - $5.06K
2.29K $263K
PG
Procter & Gamble CO

Consumer Defensive
36
+ 0.96%
$160.76 - $177.82 $5.79K - $6.4K
3.8K $657K
DOW
Dow Inc.

Basic Materials
514
+ 9.94%
$50.15 - $55.41 $25.8K - $28.5K
5.68K $310K
PFE
Pfizer Inc

Healthcare
490
+ 2.69%
$27.7 - $31.39 $13.6K - $15.4K
18.7K $541K
MO
Altria Group, Inc.

Consumer Defensive
19
+ 0.35%
$45.95 - $54.71 $873 - $1.04K
5.41K $276K
DKNG
Draft Kings Inc.

Consumer Cyclical
577
+ 7.61%
$29.85 - $41.1 $17.2K - $23.7K
8.16K $319K
FTA
First Tr Large Cap Value

ETFs
67
+ 1.62%
$72.76 - $79.13 $4.87K - $5.3K
4.21K $333K
C
Citigroup Inc

Financial Services
480
+ 9.47%
$56.11 - $67.61 $26.9K - $32.5K
5.55K $347K
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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