True Wealth Advisors, LLC Purchases in Q1 2025

True Wealth Advisors, LLC

  • $253 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IVE
Ishares S&P 500 Value ETF

ETFs
296
+ 6.57%
$185.78 - $198.58 $55K - $58.8K
4.8K $906K
ET
Energy Transfer LP

Energy
3.07K
+ 19.03%
$17.26 - $21.08 $53K - $64.7K
19.2K $357K
C
Citigroup Inc

Financial Services
502
+ 8.39%
$67.23 - $84.63 $33.7K - $42.5K
6.49K $460K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
558
+ 30.68%
$102.49 - $119.96 $57.2K - $66.9K
2.38K $247K
FANG
Diamondback Energy, Inc.

Energy
294
+ 10.28%
$139.9 - $180.18 $41.1K - $53K
3.15K $504K
AFL
Aflac Inc

Financial Services
4
+ 0.09%
$100.99 - $111.19 $404 - $445
4.23K $470K
QQQM
Invesco Exchange Traded Fd Tr

ETFs
706
+ 11.59%
$192.82 - $222.1 $136K - $157K
6.8K $1.31M
IWD
Ishares Russell 1000 Val ETF

ETFs
112
+ 3.58%
$182.82 - $196.21 $20.5K - $22K
3.24K $604K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
708
+ 17.27%
$57.21 - $65.8 $40.5K - $46.6K
4.81K $279K
PRU
Prudential Financial Inc

Financial Services
460
+ 10.03%
$105.04 - $122.33 $48.3K - $56.3K
5.05K $563K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
106
+ 1.52%
$408.78 - $448.82 $43.3K - $47.6K
7.07K $2.97M
VIG
Vanguard Dividend Appreciation

ETFs
2
+ 0.02%
N/A
9.83K $1.79M
RDVI
First Tr Exc Tr Fd Iv Cboe Vst
2.25K
+ 6.46%
N/A
37K $0
Pacer Fds Tr
25.8K
New
N/A
25.8K $0
Tidal ETF Tr
514K
+ 115.13%
N/A
961K $0
First Tr Exch Traded Fd Iii
3.25K
+ 12.73%
N/A
28.7K $0
Arista Networks Inc
336
+ 6.34%
N/A
5.64K $0
OAIM
Unified Ser Tr Oneascent Intl
17.8K
New
N/A
17.8K $0
CGMS
Capital Grp Core Plus Income E
112K
+ 17.93%
N/A
733K $0
CGMU
Capital Group Core Plus Income
940
+ 3.34%
N/A
29.1K $0
Super Micro Computer Inc
8.56K
New
N/A
8.56K $0
OALC
Unified Ser Tr Oneascent Large
11.9K
+ 15.75%
N/A
87.5K $0
TBIL
Rbb Fd Inc Us Treas 3 Month Bi
544
+ 2.92%
N/A
19.2K $0
J P Morgan Exchange Traded F
9.08K
New
N/A
9.08K $0
HEIA
Heico Crp Cl A
9
+ 0.06%
N/A
15.2K $0
Linde PLC
10
+ 1.39%
N/A
731 $0
UTES
Virtus Reaves Utilities ETF
1.59K
+ 29.62%
N/A
6.98K $0
CPRT
Copart Inc

Consumer Cyclical
2
+ 0.05%
$52.3 - $59.83 $105 - $120
4.24K $239K
ISRG
Intuitive Surgical Inc

Healthcare
42
+ 4.05%
$476.63 - $610.45 $20K - $25.6K
1.08K $534K
BAC
Bank Of America Corp

Financial Services
290
+ 3.33%
$39.61 - $47.74 $11.5K - $13.8K
9.01K $375K
TFC
Truist Financial Corp

Financial Services
51
+ 1.04%
$39.48 - $48.15 $2.01K - $2.46K
4.96K $204K
IJS
Ishares S&P Smallcap 600 Value

ETFs
248
+ 8.46%
$96.3 - $112.23 $23.9K - $27.8K
3.18K $309K
DOW
Dow Inc.

Basic Materials
710
+ 10.34%
$34.36 - $41.92 $24.4K - $29.8K
7.58K $264K
FXL
First Tr Exchange Traded Fd Fi

ETFs
203
+ 7.17%
$131.2 - $160.72 $26.6K - $32.6K
3.04K $404K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1
+ 0.13%
$507.05 - $563.67 $507 - $564
753 $384K
TDIV
First Trust Nasdaq Technology

ETFs
325
+ 3.56%
$73.39 - $83.95 $23.9K - $27.3K
9.45K $693K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
1.2K
+ 2.87%
$53.6 - $58.97 $64.4K - $70.9K
43K $2.34M
NVDA
Nvidia Corp

Technology
1.33K
+ 19.98%
$106.98 - $149.43 $142K - $198K
7.96K $862K
RF
Regions Financial Corp

Financial Services
13
+ 0.07%
$20.84 - $24.77 $271 - $322
19K $412K
CLX
Clorox CO

Consumer Defensive
2
+ 0.09%
$141.76 - $162.89 $284 - $326
2.35K $345K
VST
Vistra Corp.

Utilities
279
+ 7.89%
$108.49 - $191.89 $30.3K - $53.5K
3.81K $447K
CCJ
Cameco Corp

Energy
1.08K
+ 11.85%
$40.64 - $56.86 $44.1K - $61.6K
10.2K $421K
XLK
Technology Sector Spdr

ETFs
59
+ 2.44%
$206.38 - $242.18 $12.2K - $14.3K
2.48K $511K
AXON
Axon Enterprise, Inc.

Industrials
37
+ 3.51%
$496.65 - $710.01 $18.4K - $26.3K
1.09K $573K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
2.04K
+ 5.61%
$51.45 - $58.51 $105K - $120K
38.5K $1.99M
ORCL
Oracle Corp

Technology
236
+ 4.85%
$139.81 - $186.47 $33K - $44K
5.1K $713K
SCHG
Schwab Strategic Tr Us Large C

ETFs
455
+ 1.05%
$24.91 - $29.02 $11.3K - $13.2K
43.9K $1.1M
AMZN
Amazon Com Inc

Consumer Cyclical
77
+ 0.93%
$190.26 - $242.06 $14.7K - $18.6K
8.39K $1.6M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
10.2K
+ 4.05%
$32.49 - $37.99 $331K - $387K
262K $8.75M
Activity Summary
Buys All Purchases 103 New Holdings 18 Increased Positions 85 Sells All Sells 81 Reductions 81 Sold out 0 Options Calls 0 Puts 0
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