True Wealth Advisors, LLC Incresed Positions 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
CVX
Chevron Corp

Energy
3.7K
+ 46.83%
$141.15 - $162.53 $522K - $601K
11.6K $1.68M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
15.4K
+ 15.62%
$44.87 - $46.86 $692K - $723K
114K $5.13M
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
6.76K
+ 14.5%
$98.47 - $109.35 $666K - $740K
53.4K $5.26M
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
LLY
Eli Lilly & CO

Healthcare
665
+ 60.34%
$727.2 - $932.06 $484K - $620K
1.77K $1.36M
SFBS
Servis First Bancshares, Inc.

Financial Services
5
+ 0.01%
$77.34 - $99.0 $387 - $495
65.9K $5.58M
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
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
AXON
Axon Enterprise, Inc.

Industrials
16
+ 1.54%
$399.22 - $689.78 $6.39K - $11K
1.05K $625K
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
FLMI
Franklin Dynamic Municipal Bon

ETFs
4.24K
+ 26.68%
$24.42 - $25.06 $104K - $106K
20.1K $491K
QQQM
Invesco Exchange Traded Fd Tr

ETFs
177
+ 2.99%
$198.04 - $221.51 $35.1K - $39.2K
6.09K $1.28M
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
CWS
Advisorshares Tr Advisorshares

ETFs
1.48K
+ 33.15%
$64.77 - $71.56 $95.7K - $106K
5.94K $384K
C
Citigroup Inc

Financial Services
437
+ 7.88%
$61.31 - $72.5 $26.8K - $31.7K
5.99K $421K
FLRT
Pacer Fds Tr Pacific Asset Flt

ETFs
1.42K
+ 14.12%
$47.5 - $47.86 $67.2K - $67.7K
11.4K $543K
TPLC
Timothy Plan U S Large/Mid Cap

ETFs
1.89K
+ 14.57%
$42.7 - $46.33 $80.7K - $87.6K
14.9K $636K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
469
+ 2.05%
$66.77 - $71.52 $31.3K - $33.5K
23.3K $1.61M
DFAS
Dimensional ETF Tr U S Small C

ETFs
917
+ 10.14%
$63.58 - $71.15 $58.3K - $65.2K
9.96K $648K
T
At&T Inc.

Communication Services
35
+ 0.04%
$21.22 - $23.88 $743 - $836
78K $1.78M
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
706
+ 18.53%
$58.39 - $67.04 $41.2K - $47.3K
4.52K $286K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
271
+ 35.38%
$396.64 - $516.74 $107K - $140K
1.04K $417K
TPHD
Timothy Plan High Divid Stk Et

ETFs
2.17K
+ 15.72%
$35.89 - $39.51 $78K - $85.9K
16K $581K
IUSB
Ishares Core Total Usd Bond Ma

ETFs
2.38K
+ 8.87%
$45.07 - $47.1 $107K - $112K
29.2K $1.32M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
74
+ 1.07%
$417.69 - $450.94 $30.9K - $33.4K
6.96K $2.96M
EFG
Msci Eafe Growth ETF

ETFs
938
+ 24.04%
$96.83 - $106.88 $90.8K - $100K
4.84K $468K
IYW
Ishares Dj Us Tech ETF

ETFs
46
+ 0.92%
$148.14 - $166.23 $6.81K - $7.65K
5.06K $807K
BA
Boeing CO

Industrials
17
+ 1.03%
$138.14 - $180.72 $2.35K - $3.07K
1.67K $294K
BP
Bp PLC

Energy
2.28K
+ 17.84%
$28.16 - $33.14 $64.1K - $75.4K
15K $444K
MBB
Ishares Tr

ETFs
675
+ 16.16%
$91.26 - $95.82 $61.6K - $64.7K
4.85K $444K
ORCL
Oracle Corp

Technology
359
+ 7.96%
$165.41 - $192.43 $59.4K - $69.1K
4.87K $811K
PRU
Prudential Financial Inc

Financial Services
426
+ 10.24%
$114.59 - $129.52 $48.8K - $55.2K
4.59K $543K
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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