True Wealth Advisors, LLC Incresed Positions in Q3 2025

True Wealth Advisors, LLC

  • $291 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
110K
+ 51.03%
$43.65 - $46.42 $4.79M - $5.1M
325K $15.1M
FRDM
Ea Ser Tr Freedom 100 Emerging

ETFs
8.89K
+ 6.91%
$40.04 - $45.11 $356K - $401K
138K $6.1M
WMT
Walmart Inc.

Consumer Defensive
7.1K
+ 52.55%
$94.4 - $104.27 $671K - $741K
20.6K $2.13M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
824
+ 0.31%
$35.42 - $38.65 $29.2K - $31.8K
264K $10M
TSLA
Tesla, Inc.

Consumer Cyclical
448
+ 11.03%
$293.94 - $444.72 $132K - $199K
4.51K $2.01M
IGRO
Ishares Tr International Divid

ETFs
7.46K
+ 10.54%
$75.97 - $80.24 $566K - $598K
78.2K $6.23M
AAPL
Apple Inc.

Technology
289
+ 2.62%
$202.38 - $256.87 $58.5K - $74.2K
11.3K $2.88M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
9.64K
+ 5.83%
$45.26 - $46.63 $436K - $450K
175K $8.09M
IIPR
Innovative Industrial Properties Inc

Real Estate
11.3K
+ 18.36%
$45.83 - $58.26 $517K - $657K
72.7K $3.89M
STX
Seagate Technology Holdings PLC

Technology
134
+ 2.75%
$142.01 - $236.06 $19K - $31.6K
5K $1.18M
ORCL
Oracle Corp

Technology
15
+ 0.29%
$218.96 - $328.33 $3.28K - $4.92K
5.24K $1.47M
LRN
Stride, Inc.

Consumer Defensive
2K
+ 57.01%
$128.23 - $169.81 $257K - $340K
5.51K $820K
NVDA
Nvidia Corp

Technology
131
+ 1.48%
$153.3 - $186.58 $20.1K - $24.4K
8.96K $1.67M
IVV
Ishares Core S&P 500 ETF

ETFs
328
+ 33.37%
$620.67 - $670.08 $204K - $220K
1.31K $877K
VEA
Vanguard Ftse Developed Market

ETFs
3.44K
+ 28.17%
$56.02 - $60.3 $193K - $207K
15.6K $937K
FTSL
First Trust Senior Ln Fund

ETFs
5.35K
+ 3.87%
$45.81 - $46.18 $245K - $247K
144K $6.59M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
1.89K
+ 4.62%
$53.81 - $57.52 $101K - $108K
42.7K $2.45M
DBEM
Xtrackers Msci Emerging Market

ETFs
2.37K
+ 5.28%
$27.14 - $30.85 $64.3K - $73.1K
47.3K $1.46M
RDVY
First Trust Rising Dividend Ac

ETFs
692
+ 1.78%
$62.38 - $67.29 $43.2K - $46.6K
39.5K $2.65M
AMZN
Amazon Com Inc

Consumer Cyclical
996
+ 11.44%
$211.65 - $238.24 $211K - $237K
9.7K $2.13M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
94
+ 1.29%
$435.72 - $463.74 $41K - $43.6K
7.36K $3.41M
DUK
Duke Energy Corp

Utilities
1.58K
+ 69.86%
$116.31 - $125.93 $184K - $199K
3.85K $476K
PGR
Progressive Corp

Financial Services
1.04K
+ 40.98%
$238.61 - $264.3 $249K - $275K
3.59K $885K
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
5.36K
+ 2.26%
$24.73 - $25.29 $132K - $135K
242K $6.1M
DE
Deere & CO

Industrials
564
+ 56.12%
$457.26 - $524.37 $258K - $296K
1.57K $717K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
334
+ 20.49%
$459.11 - $506.91 $153K - $169K
1.96K $987K
TPSC
Timothy Plan U S Sm Cap Core E

ETFs
3.47K
+ 20.85%
$38.56 - $42.17 $134K - $146K
20.1K $836K
PANW
Palo Alto Networks Inc

Technology
942
+ 33.56%
$167.06 - $208.19 $157K - $196K
3.75K $763K
SO
Southern CO

Utilities
551
+ 1.27%
$90.83 - $96.0 $50K - $52.9K
43.9K $4.16M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
307
+ 1.19%
$72.65 - $78.68 $22.3K - $24.2K
26.2K $2.05M
RF
Regions Financial Corp

Financial Services
2.96K
+ 9.64%
$24.03 - $27.41 $71.1K - $81.1K
33.7K $887K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
808
+ 1.65%
$55.15 - $58.11 $44.6K - $47K
49.6K $2.85M
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
781
+ 14.03%
$82.22 - $96.68 $64.2K - $75.5K
6.35K $613K
QQQM
Invesco Exchange Traded Fd Tr

ETFs
50
+ 0.72%
$225.11 - $247.9 $11.3K - $12.4K
6.97K $1.72M
CWS
Advisorshares Tr Advisorshares

ETFs
2.44K
+ 19.61%
$67.59 - $70.83 $165K - $173K
14.9K $1.02M
SPGI
S&P Global Inc.

Financial Services
367
+ 36.88%
$484.94 - $564.15 $178K - $207K
1.36K $662K
NGS
Natural Gas Services Group Inc

Energy
2.5K
+ 8.88%
$23.29 - $28.78 $58.2K - $71.9K
30.6K $856K
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
2.35K
+ 4.76%
$48.72 - $50.73 $114K - $119K
51.6K $2.55M
FLMI
Franklin Dynamic Municipal Bon

ETFs
4.54K
+ 21.01%
$23.96 - $24.81 $109K - $113K
26.2K $647K
SCHG
Schwab Strategic Tr Us Large C

ETFs
4
+ 0.01%
$28.92 - $32.19 $116 - $129
43.4K $1.38M
GOOG
Alphabet Inc.

Communication Services
103
+ 7.98%
$175.16 - $255.24 $18K - $26.3K
1.39K $339K
TPLC
Timothy Plan U S Large/Mid Cap

ETFs
1.07K
+ 2.99%
$44.8 - $46.43 $48.1K - $49.8K
37K $1.71M
CAT
Caterpillar Inc

Industrials
69
+ 9.29%
$390.92 - $477.15 $27K - $32.9K
812 $387K
BP
Bp PLC

Energy
348
+ 2.08%
$30.25 - $35.69 $10.5K - $12.4K
17.1K $588K
FMB
First Tr Exchange Traded Fd Ii

ETFs
1.61K
+ 33.92%
$49.32 - $50.93 $79.4K - $82K
6.36K $322K
GLD
Spdr Gold Trust

ETFs
97
+ 9.68%
$300.96 - $355.47 $29.2K - $34.5K
1.1K $390K
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
759
+ 5.99%
$39.37 - $44.24 $29.9K - $33.6K
13.4K $588K
CRS
Carpenter Technology Corp

Industrials
603
+ 28.06%
$232.4 - $287.42 $140K - $173K
2.75K $675K
JEPI
J P Morgan Exchange Traded Fd

ETFs
1.16K
+ 2.44%
$55.61 - $57.37 $64.7K - $66.8K
48.8K $2.79M
Activity Summary
Buys All Purchases 117 New Holdings 16 Increased Positions 101 Sells All Sells 77 Reductions 77 Sold out 0 Options Calls 0 Puts 0
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