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
First Tr Exch Traded Fd Iii
3.25K
+ 12.73%
N/A
28.7K $0
UTES
Virtus Reaves Utilities ETF
1.59K
+ 29.62%
N/A
6.98K $0
TBIL
Rbb Fd Inc Us Treas 3 Month Bi
544
+ 2.92%
N/A
19.2K $0
Tidal ETF Tr
514K
+ 115.13%
N/A
961K $0
Arista Networks Inc
336
+ 6.34%
N/A
5.64K $0
OALC
Unified Ser Tr Oneascent Large
11.9K
+ 15.75%
N/A
87.5K $0
Linde PLC
10
+ 1.39%
N/A
731 $0
HEIA
Heico Crp Cl A
9
+ 0.06%
N/A
15.2K $0
CGMS
Capital Grp Core Plus Income E
112K
+ 17.93%
N/A
733K $0
RDVI
First Tr Exc Tr Fd Iv Cboe Vst
2.25K
+ 6.46%
N/A
37K $0
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
AAPL
Apple Inc.

Technology
52
+ 0.46%
$209.68 - $247.1 $10.9K - $12.8K
11.4K $2.52M
QQQ
Invesco Qqq Trust, Series 1

ETFs
645
+ 3.24%
$468.34 - $539.52 $302K - $348K
20.5K $9.63M
TSLA
Tesla, Inc.

Consumer Cyclical
75
+ 1.92%
$222.15 - $428.22 $16.7K - $32.1K
3.98K $1.03M
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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