True Wealth Advisors, LLC Incresed Positions in Q2 2025

True Wealth Advisors, LLC

  • $276 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SPY
Spdr S&P 500 ETF Trust

ETFs
344
+ 0.96%
$496.48 - $617.85 $171K - $213K
36.3K $22.4M
ACIO
ETF Ser Solutions Aptus Collar

ETFs
22.5K
+ 5.65%
$36.36 - $41.4 $817K - $931K
420K $17.4M
DRSK
ETF Ser Solutions Aptus Define

ETFs
53.1K
+ 14.99%
$26.75 - $28.79 $1.42M - $1.53M
407K $11.7M
QQQ
Invesco Qqq Trust, Series 1

ETFs
108
+ 0.53%
$416.06 - $551.64 $44.9K - $59.6K
20.7K $11.4M
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
37.3K
+ 18.68%
$24.48 - $24.9 $913K - $928K
237K $5.9M
FTSL
First Trust Senior Ln Fund

ETFs
17.5K
+ 14.45%
$44.58 - $46.07 $779K - $805K
138K $6.35M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
15.8K
+ 10.55%
$44.68 - $45.96 $705K - $725K
165K $7.56M
MSFT
Microsoft Corp

Technology
16
+ 0.3%
$354.56 - $497.45 $5.67K - $7.96K
5.37K $2.67M
IIPR
Innovative Industrial Properties Inc

Real Estate
17.6K
+ 40.29%
$48.03 - $58.9 $847K - $1.04M
61.4K $3.39M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
1.21K
+ 0.46%
$29.52 - $35.31 $35.7K - $42.7K
263K $9.28M
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
1.05K
+ 1.71%
$82.17 - $99.96 $86.2K - $105K
62.4K $6.13M
NGS
Natural Gas Services Group Inc

Energy
15.8K
+ 127.6%
$17.35 - $27.4 $274K - $432K
28.1K $726K
ORCL
Oracle Corp

Technology
117
+ 2.29%
$122.82 - $218.63 $14.4K - $25.6K
5.22K $1.14M
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
11.3K
+ 38.23%
$27.3 - $31.8 $307K - $358K
40.7K $1.29M
CCJ
Cameco Corp

Energy
463
+ 4.53%
$36.68 - $74.46 $17K - $34.5K
10.7K $793K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
5.82K
+ 13.52%
$47.46 - $55.3 $276K - $322K
48.8K $2.69M
AXON
Axon Enterprise, Inc.

Industrials
20
+ 1.83%
$497.13 - $827.94 $9.94K - $16.6K
1.11K $919K
WMT
Walmart Inc.

Consumer Defensive
2.15K
+ 18.88%
$81.79 - $99.98 $176K - $215K
13.5K $1.32M
AMZN
Amazon Com Inc

Consumer Cyclical
311
+ 3.71%
$167.32 - $223.3 $52K - $69.4K
8.7K $1.91M
VST
Vistra Corp.

Utilities
103
+ 2.7%
$98.07 - $195.04 $10.1K - $20.1K
3.92K $759K
RF
Regions Financial Corp

Financial Services
11.7K
+ 61.77%
$18.34 - $23.52 $215K - $276K
30.7K $722K
CWS
Advisorshares Tr Advisorshares

ETFs
3.45K
+ 38.35%
$59.37 - $70.0 $205K - $241K
12.4K $870K
PANW
Palo Alto Networks Inc

Technology
1.08K
+ 62.91%
$152.44 - $204.64 $165K - $222K
2.81K $574K
TSLA
Tesla, Inc.

Consumer Cyclical
85
+ 2.14%
$221.86 - $362.89 $18.9K - $30.8K
4.06K $1.29M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
1.06K
+ 4.28%
$58.41 - $72.69 $62K - $77.1K
25.9K $1.88M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
121
+ 1.78%
$171.4 - $227.1 $20.7K - $27.5K
6.92K $1.57M
AVGO
Broadcom Inc.

Technology
109
+ 5.45%
$146.29 - $275.65 $15.9K - $30K
2.11K $581K
DBEM
Xtrackers Msci Emerging Market

ETFs
6.37K
+ 16.5%
$22.79 - $27.5 $145K - $175K
44.9K $1.23M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
197
+ 2.79%
$376.48 - $440.65 $74.2K - $86.8K
7.27K $3.2M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
2.32K
+ 6.04%
$45.88 - $54.4 $107K - $126K
40.8K $2.22M
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
4.39K
+ 2.08%
$38.18 - $45.52 $168K - $200K
215K $9.41M
RDVY
First Trust Rising Dividend Ac

ETFs
556
+ 1.46%
$51.6 - $62.74 $28.7K - $34.9K
38.8K $2.43M
SPGI
S&P Global Inc.

Financial Services
331
+ 49.85%
$438.31 - $527.29 $145K - $175K
995 $524K
XLU
Utilities Sector Spdr

ETFs
1.63K
+ 30.43%
$73.09 - $82.77 $119K - $135K
7K $571K
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
1.11K
+ 24.96%
$61.92 - $81.5 $68.9K - $90.6K
5.57K $453K
SO
Southern CO

Utilities
1.66K
+ 3.99%
$84.91 - $92.56 $141K - $154K
43.3K $3.98M
C
Citigroup Inc

Financial Services
520
+ 8.02%
$58.13 - $85.12 $30.2K - $44.3K
7.01K $596K
DE
Deere & CO

Industrials
179
+ 21.67%
$412.99 - $531.48 $73.9K - $95.1K
1.01K $511K
MGC
Vanguard Mega Cap ETF

ETFs
49
+ 1.11%
$179.23 - $224.92 $8.78K - $11K
4.47K $1.01M
TPLC
Timothy Plan U S Large/Mid Cap

ETFs
432
+ 1.22%
$37.78 - $44.9 $16.3K - $19.4K
35.9K $1.61M
GOOGL
Alphabet Inc.

Communication Services
226
+ 6.81%
$144.7 - $178.6 $32.7K - $40.4K
3.55K $624K
IVW
Ishares S&P 500 Growth ETF

ETFs
339
+ 8.84%
$82.96 - $110.1 $28.1K - $37.3K
4.18K $459K
QDPL
Pacer Fds Tr Metaurus Us Large
1.98K
+ 22.84%
$32.46 - $39.77 $64.3K - $78.8K
10.7K $420K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
533
+ 13.74%
$114.78 - $133.31 $61.2K - $71.1K
4.41K $588K
VEA
Vanguard Ftse Developed Market

ETFs
349
+ 2.94%
$45.65 - $57.01 $15.9K - $19.9K
12.2K $695K
WMB
Williams Companies, Inc.

Energy
182
+ 0.74%
$54.33 - $62.87 $9.89K - $11.4K
24.8K $1.56M
ISRG
Intuitive Surgical Inc

Healthcare
59
+ 5.47%
$451.58 - $565.94 $26.6K - $33.4K
1.14K $618K
HDV
Ishares Core High Dividend ETF

ETFs
729
+ 27.58%
$108.41 - $120.51 $79K - $87.9K
3.37K $395K
NEAR
Blackrock Short Maturity Bond

ETFs
1.45K
+ 36.33%
$50.41 - $51.17 $73.2K - $74.4K
5.45K $278K
Activity Summary
Buys All Purchases 109 New Holdings 18 Increased Positions 91 Sells All Sells 87 Reductions 87 Sold out 0 Options Calls 0 Puts 0
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