True Wealth Advisors, LLC New Holdings in Q3 2024

True Wealth Advisors, LLC

  • $271 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
46.7K
New
$94.31 - $103.26 $4.4M - $4.82M
46.7K $4.79M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
98.8K
New
$44.65 - $47.21 $4.41M - $4.66M
98.8K $4.62M
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
111K
New
$24.39 - $25.28 $2.71M - $2.81M
111K $2.8M
AMGN
Amgen Inc

Healthcare
1.68K
New
$309.38 - $337.38 $521K - $568K
1.68K $542K
CL
Colgate Palmolive CO

Consumer Defensive
3.84K
New
$95.54 - $108.77 $367K - $418K
3.84K $398K
LDOS
Leidos Holdings, Inc.

Technology
2.4K
New
$142.66 - $163.02 $343K - $392K
2.4K $391K
SPGI
S&P Global Inc.

Financial Services
753
New
$446.32 - $527.38 $336K - $397K
753 $389K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
766
New
$460.0 - $505.78 $352K - $387K
766 $356K
IR
Ingersoll Rand Inc.

Industrials
3.49K
New
$86.9 - $100.4 $303K - $350K
3.49K $342K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
3.81K
New
$52.1 - $59.66 $199K - $227K
3.81K $225K
VOOV
Vanguard S&P 500 Value ETF

ETFs
1.13K
New
$175.0 - $190.72 $198K - $216K
1.13K $216K
UNP
Union Pacific Corp

Industrials
870
New
$221.78 - $256.09 $193K - $223K
870 $214K
SCHW
Schwab Charles Corp

Financial Services
3.29K
New
$61.74 - $76.08 $203K - $250K
3.29K $213K
VCR
Vanguard Consumer Discretionar

ETFs
619
New
$291.88 - $341.94 $181K - $212K
619 $210K
MTB
M&T Bank Corp

Financial Services
1.18K
New
$146.49 - $179.85 $173K - $212K
1.18K $210K
TFC
Truist Financial Corp

Financial Services
4.86K
New
$38.22 - $44.94 $186K - $218K
4.86K $207K
APD
Air Products & Chemicals, Inc.

Basic Materials
698
New
$247.34 - $300.11 $173K - $209K
698 $207K
ITA
Ishares Tr

ETFs
1.37K
New
$131.58 - $149.64 $181K - $206K
1.37K $205K
SHYG
Ishares 0 5 Year High Yield CO

ETFs
4.7K
New
$41.95 - $43.42 $197K - $204K
4.7K $204K
TBIL
Rbb Fd Inc Us Treas 3 Month Bi
22.7K
New
N/A
22.7K $0
OALC
Unified Ser Tr Oneascent Large
62.7K
New
N/A
62.7K $0
Activity Summary
Buys All Purchases 122 New Holdings 22 Increased Positions 100 Sells All Sells 82 Reductions 82 Sold out 0 Options Calls 0 Puts 0
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