True Wealth Advisors, LLC Incresed Positions in Q1 2025

True Wealth Advisors, LLC

  • $253 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
DRSK
ETF Ser Solutions Aptus Define

ETFs
64.2K
+ 22.13%
$27.06 - $28.25 $1.74M - $1.81M
354K $9.69M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
35.3K
+ 30.94%
$44.41 - $45.98 $1.57M - $1.62M
150K $6.81M
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
41.9K
+ 26.54%
$24.5 - $24.95 $1.03M - $1.04M
200K $4.94M
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
12.5K
+ 6.28%
$41.61 - $44.72 $519K - $557K
211K $9.19M
IBD
Northern Lts Fd Tr Iv Inspire

ETFs
39.5K
+ 97.39%
$23.28 - $23.95 $920K - $946K
80.1K $1.9M
IIPR
Innovative Industrial Properties Inc

Real Estate
16.1K
+ 58.22%
$54.09 - $74.56 $871K - $1.2M
43.8K $2.79M
FTSL
First Trust Senior Ln Fund

ETFs
20.2K
+ 20.08%
$45.65 - $46.48 $923K - $940K
121K $5.53M
TPLC
Timothy Plan U S Large/Mid Cap

ETFs
20.6K
+ 138.43%
$41.17 - $45.22 $847K - $931K
35.5K $1.5M
DBEM
Xtrackers Msci Emerging Market

ETFs
27.6K
+ 250.36%
$24.2 - $26.5 $667K - $730K
38.6K $991K
VGSH
Vanguard

ETFs
11.6K
+ 30.82%
$58.07 - $58.68 $675K - $682K
49.3K $2.89M
ACIO
ETF Ser Solutions Aptus Collar

ETFs
29.4K
+ 7.97%
$38.36 - $41.43 $1.13M - $1.22M
398K $15.4M
SJNK
Spdr Bloomberg Short Term High

ETFs
19.5K
+ 14.6%
$25.08 - $25.64 $489K - $500K
153K $3.85M
RSP
Invesco S&P 500 Equal Weight E

ETFs
2.95K
+ 30.46%
$169.43 - $182.84 $499K - $538K
12.6K $2.17M
SO
Southern CO

Utilities
785
+ 1.92%
$80.96 - $92.96 $63.6K - $73K
41.7K $3.83M
PGR
Progressive Corp

Financial Services
1.35K
+ 155.47%
$235.61 - $291.22 $318K - $393K
2.22K $628K
FRDM
Ea Ser Tr Freedom 100 Emerging

ETFs
910
+ 0.68%
$32.66 - $36.43 $29.7K - $33.2K
135K $4.74M
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
7.93K
+ 14.85%
$89.18 - $104.04 $707K - $825K
61.3K $5.61M
CWS
Advisorshares Tr Advisorshares

ETFs
3.05K
+ 51.36%
$63.1 - $68.75 $192K - $210K
8.99K $585K
XOM
Exxon Mobil Corp

Energy
317
+ 2.38%
$105.44 - $118.93 $33.4K - $37.7K
13.6K $1.62M
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
3.59K
+ 7.64%
$49.22 - $51.73 $177K - $186K
50.6K $2.53M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
89
+ 5.93%
$442.66 - $534.52 $39.4K - $47.6K
1.59K $835K
GE
General Electric CO

Industrials
210
+ 6.43%
$168.59 - $212.13 $35.4K - $44.5K
3.48K $695K
FPE
First Tr Pfd Secs & Income ETF

ETFs
8.67K
+ 17.1%
$17.53 - $17.87 $152K - $155K
59.4K $1.05M
LLY
Eli Lilly & CO

Healthcare
35
+ 1.98%
$725.72 - $929.72 $25.4K - $32.5K
1.8K $1.49M
FXO
First Tr Exchange Traded Fd Fi

ETFs
2.44K
+ 39.39%
$50.93 - $57.24 $124K - $140K
8.63K $454K
RDVY
First Trust Rising Dividend Ac

ETFs
2.6K
+ 7.29%
$57.22 - $63.39 $149K - $165K
38.2K $2.22M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
51
+ 4.92%
$402.49 - $513.76 $20.5K - $26.2K
1.09K $527K
FLRT
Pacer Fds Tr Pacific Asset Flt

ETFs
2.42K
+ 21.19%
$47.03 - $47.8 $114K - $116K
13.9K $652K
PLTR
Palantir Technologies Inc.

Technology
305
+ 3.96%
$64.98 - $124.62 $19.8K - $38K
8.01K $675K
FLMI
Franklin Dynamic Municipal Bon

ETFs
3.35K
+ 16.63%
$24.22 - $24.86 $81.1K - $83.2K
23.5K $572K
BP
Bp PLC

Energy
466
+ 3.1%
$29.93 - $35.31 $13.9K - $16.5K
15.5K $523K
ABBV
Abb Vie Inc.

Healthcare
67
+ 4.28%
$169.2 - $216.66 $11.3K - $14.5K
1.63K $342K
FMB
First Tr Exchange Traded Fd Ii

ETFs
1.16K
+ 28.58%
$50.17 - $51.45 $58.1K - $59.6K
5.21K $262K
MO
Altria Group, Inc.

Consumer Defensive
173
+ 3.2%
$50.81 - $60.02 $8.79K - $10.4K
5.58K $334K
JCI
Johnson Controls International PLC

Industrials
518
+ 7.92%
$76.12 - $90.6 $39.4K - $46.9K
7.06K $565K
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
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
1.5K
+ 6.42%
$64.88 - $72.1 $97.1K - $108K
24.8K $1.62M
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
CGMU
Capital Group Core Plus Income
940
+ 3.34%
N/A
29.1K $0
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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