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
SJNK
Spdr Bloomberg Short Term High

ETFs
4.04K
+ 3.12%
$25.09 - $25.69 $101K - $104K
134K $3.37M
SCHW
Schwab Charles Corp

Financial Services
59
+ 1.79%
$63.31 - $82.85 $3.74K - $4.89K
3.35K $247K
TDIV
First Trust Nasdaq Technology

ETFs
633
+ 7.46%
$78.03 - $82.13 $49.4K - $52K
9.12K $715K
QUAL
Ishares Msci Usa Quality Facto

ETFs
202
+ 6.53%
$176.42 - $186.91 $35.6K - $37.8K
3.29K $586K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
1.47K
+ 15.15%
$22.39 - $23.45 $32.9K - $34.4K
11.2K $256K
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
360
+ 1.24%
$29.73 - $30.81 $10.7K - $11.1K
29.4K $897K
EFV
Msci Eafe Value ETF

ETFs
1.05K
+ 17.0%
$51.78 - $57.15 $54.3K - $59.9K
7.21K $378K
CPRT
Copart Inc

Consumer Cyclical
3
+ 0.07%
$51.36 - $63.8 $154 - $191
4.24K $243K
XLE
Energy Sector Spdr

ETFs
422
+ 4.86%
$83.32 - $97.27 $35.2K - $41K
9.1K $779K
WWJD
Northern Lts Fd Tr Iv Inspire

ETFs
2.41K
+ 15.1%
$28.76 - $32.28 $69.3K - $77.8K
18.4K $532K
SCHX
Schwab Strategic Tr Us Large C

ETFs
19.8K
+ 200.0%
$22.4 - $68.28 $444K - $1.35M
29.8K $689K
XLI
Industrial Sector Spdr

ETFs
168
+ 7.92%
$131.76 - $143.99 $22.1K - $24.2K
2.29K $301K
TFC
Truist Financial Corp

Financial Services
53
+ 1.09%
$41.51 - $48.1 $2.2K - $2.55K
4.91K $213K
VGSH
Vanguard

ETFs
621
+ 1.67%
$58.02 - $58.88 $36K - $36.6K
37.7K $2.19M
RF
Regions Financial Corp

Financial Services
13
+ 0.07%
$22.45 - $27.47 $292 - $357
19K $446K
Capital Grp Fixed Incm ETF T
2.57K
+ 18.07%
N/A
16.8K $0
First Tr Exch Traded Fd Iii
3.49K
+ 15.87%
N/A
25.5K $0
RDVI
First Tr Exc Tr Fd Iv Cboe Vst
2.98K
+ 9.38%
N/A
34.7K $0
CGMU
Capital Group Core Plus Income
4.12K
+ 17.16%
N/A
28.1K $0
CGMS
Capital Grp Core Plus Income E
19.2K
+ 3.18%
N/A
622K $0
OALC
Unified Ser Tr Oneascent Large
12.9K
+ 20.53%
N/A
75.6K $0
CLX
Clorox CO

Consumer Defensive
2
+ 0.09%
$156.51 - $169.74 $313 - $339
2.35K $380K
FTCS
First Trust Capital Strength E

ETFs
55
+ 1.99%
$87.62 - $94.03 $4.82K - $5.17K
2.82K $247K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
117
+ 3.28%
$74.5 - $78.37 $8.72K - $9.17K
3.68K $275K
FVD
First Tr Value Line Divid Inde

ETFs
144
+ 2.27%
$43.4 - $46.7 $6.25K - $6.72K
6.48K $282K
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
22
+ 0.45%
$45.17 - $47.23 $994 - $1.04K
4.91K $222K
RTX
Raytheon Technologies Corp

Industrials
6
+ 0.31%
$114.45 - $127.21 $687 - $763
1.95K $226K
CSX
Csx Corp

Industrials
136
+ 2.15%
$31.58 - $36.88 $4.29K - $5.02K
6.47K $208K
HD
Home Depot, Inc.

Consumer Cyclical
4
+ 0.58%
$385.02 - $431.37 $1.54K - $1.73K
699 $271K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
10
+ 0.12%
$77.02 - $78.58 $770 - $786
8.05K $621K
BLV
Vanguard Bd Index Fd Inc Long

ETFs
169
+ 4.51%
$68.25 - $75.42 $11.5K - $12.7K
3.92K $268K
FDT
First Trust Developed Markets

ETFs
44
+ 1.09%
$53.27 - $57.72 $2.34K - $2.54K
4.09K $220K
DUK
Duke Energy Corp

Utilities
6
+ 0.26%
$105.76 - $120.76 $635 - $725
2.29K $247K
IVE
Ishares S&P 500 Value ETF

ETFs
43
+ 0.96%
$189.5 - $206.17 $8.15K - $8.87K
4.51K $860K
PG
Procter & Gamble CO

Consumer Defensive
4
+ 0.11%
$161.05 - $179.7 $644 - $719
3.8K $637K
MRK
Merck & Co., Inc.

Healthcare
83
+ 3.87%
$96.31 - $114.76 $7.99K - $9.53K
2.23K $221K
ABBV
Abb Vie Inc.

Healthcare
10
+ 0.64%
$164.99 - $203.87 $1.65K - $2.04K
1.57K $278K
DOW
Dow Inc.

Basic Materials
1.18K
+ 20.8%
$39.1 - $55.34 $46.2K - $65.4K
6.87K $275K
AFL
Aflac Inc

Financial Services
3
+ 0.07%
$100.37 - $115.27 $301 - $346
4.23K $437K
KO
Coca Cola CO

Consumer Defensive
156
+ 3.02%
$61.74 - $71.71 $9.63K - $11.2K
5.33K $331K
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
2.66K
+ 6.01%
$50.06 - $55.0 $133K - $146K
47K $2.36M
SCHP
Schwab Strategic Us Tips ETF

ETFs
32.4K
+ 92.77%
$25.74 - $53.78 $835K - $1.74M
67.4K $1.74M
VZ
Verizon Communications Inc

Communication Services
623
+ 1.73%
$39.6 - $45.21 $24.7K - $28.2K
36.6K $1.46M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
136K
+ 153.07%
$26.93 - $84.95 $3.65M - $11.5M
224K $6.12M
IIPR
Innovative Industrial Properties Inc

Real Estate
3.67K
+ 15.31%
$66.64 - $135.61 $245K - $498K
27.7K $1.84M
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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