True Wealth Advisors, LLC Reduced Holdings in Q3 2025

True Wealth Advisors, LLC

  • $291 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
ACIO
ETF Ser Solutions Aptus Collar

ETFs
-74.1K
- 17.63%
$41.26 - $43.63 $3.06M - $3.23M
346K $15M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-5.13K
- 24.84%
$546.99 - $602.2 $2.81M - $3.09M
15.5K $9.32M
RSP
Invesco S&P 500 Equal Weight E

ETFs
-8.98K
- 76.55%
$181.56 - $190.33 $1.63M - $1.71M
2.75K $521K
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
-10.9K
- 17.5%
$98.53 - $107.1 $1.08M - $1.17M
51.5K $5.4M
PLTR
Palantir Technologies Inc.

Technology
-5.63K
- 76.36%
$130.68 - $186.97 $736K - $1.05M
1.74K $318K
SPAB
Spdr Portfolio Aggregate Bond

ETFs
-14.2K
- 13.17%
$25.21 - $25.99 $358K - $369K
93.5K $2.42M
ROP
Roper Technologies Inc

Industrials
-21
- 0.87%
$495.03 - $573.0 $10.4K - $12K
2.4K $1.2M
OSCV
Opus Small Cap Value ETF

ETFs
-5.7K
- 11.62%
$35.98 - $38.73 $205K - $221K
43.4K $1.66M
DRSK
ETF Ser Solutions Aptus Define

ETFs
-4.89K
- 1.2%
$28.26 - $29.29 $138K - $143K
402K $11.6M
IBM
International Business Machines Corp

Technology
-114
- 2.49%
$234.77 - $292.47 $26.8K - $33.3K
4.47K $1.26M
VZ
Verizon Communications Inc

Communication Services
-2.25K
- 6.62%
$40.84 - $45.06 $91.8K - $101K
31.7K $1.39M
DKNG
Draft Kings Inc.

Consumer Cyclical
-700
- 8.47%
$37.4 - $48.23 $26.2K - $33.8K
7.56K $282K
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
-1.58K
- 20.3%
$43.36 - $44.8 $68.5K - $70.8K
6.2K $275K
FSTA
Fidelity Covington Tr Msci Con

ETFs
-1K
- 11.08%
$49.57 - $52.57 $49.6K - $52.6K
8.03K $400K
ELY
Callaway Golf CO

Consumer Cyclical
-3.25K
- 14.1%
N/A
19.8K $372K
PFF
Ishares Trust Ishares Pfd And

ETFs
-2.21K
- 11.69%
$30.67 - $32.13 $67.7K - $70.9K
16.7K $527K
HON
Honeywell International Inc

Industrials
-9
- 0.41%
$207.7 - $240.4 $1.87K - $2.16K
2.16K $455K
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-1.1K
- 9.25%
$45.6 - $46.92 $50.1K - $51.6K
10.8K $503K
ET
Energy Transfer LP

Energy
-1.66K
- 10.33%
$17.11 - $18.16 $28.4K - $30.1K
14.4K $247K
LLY
Eli Lilly & CO

Healthcare
-22
- 1.89%
$625.65 - $812.69 $13.8K - $17.9K
1.15K $873K
V
Visa Inc.

Financial Services
-57
- 7.83%
$332.09 - $358.86 $18.9K - $20.5K
671 $229K
DAPR
First Ex Tr Fd Ft Cboe Vest Us
-1.01K
- 7.53%
$37.65 - $38.64 $38K - $39K
12.4K $479K
PG
Procter & Gamble CO

Consumer Defensive
-37
- 1.04%
$150.47 - $161.22 $5.57K - $5.97K
3.52K $541K
EFV
Msci Eafe Value ETF

ETFs
-606
- 16.43%
$62.79 - $68.42 $38.1K - $41.5K
3.08K $209K
QUAL
Ishares Msci Usa Quality Facto

ETFs
-205
- 13.62%
$182.33 - $194.5 $37.4K - $39.9K
1.3K $252K
CSCO
Cisco Systems, Inc.

Technology
-168
- 2.21%
$66.2 - $71.79 $11.1K - $12.1K
7.43K $508K
VST
Vistra Corp.

Utilities
-103
- 2.63%
$182.0 - $217.92 $18.7K - $22.4K
3.81K $747K
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
-188
- 2.4%
$59.81 - $60.11 $11.2K - $11.3K
7.63K $457K
EMR
Emerson Electric CO

Industrials
-33
- 1.62%
$128.6 - $149.63 $4.24K - $4.94K
2K $262K
BNDX
Vanguard Total International B

ETFs
-166
- 1.87%
$49.0 - $49.51 $8.13K - $8.22K
8.71K $430K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-117
- 1.63%
$78.11 - $79.07 $9.14K - $9.25K
7.07K $557K
SJNK
Spdr Bloomberg Short Term High

ETFs
-979
- 0.65%
$25.28 - $25.63 $24.7K - $25.1K
150K $3.85M
TPHD
Timothy Plan High Divid Stk Et

ETFs
-415
- 6.46%
$38.0 - $39.42 $15.8K - $16.4K
6.01K $236K
WMB
Williams Companies, Inc.

Energy
-292
- 1.18%
$56.52 - $64.01 $16.5K - $18.7K
24.5K $1.55M
XLI
Industrial Sector Spdr

ETFs
-103
- 5.06%
$147.94 - $154.99 $15.2K - $16K
1.93K $297K
VIG
Vanguard Dividend Appreciation

ETFs
-11
- 0.11%
N/A
9.58K $1.74M
TBIL
Rbb Fd Inc Us Treas 3 Month Bi
-4.29K
- 25.79%
N/A
12.3K $0
JUCY
ETF Ser Solutions Aptus Enhanc
-6.72K
- 18.87%
N/A
28.9K $0
Pgim ETF Tr
-500
- 9.8%
N/A
4.6K $0
First Tr Exchng Traded Fd Vi
-2.73K
- 34.95%
N/A
5.08K $0
Linde PLC
-37
- 5.06%
N/A
694 $0
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
-13
- 0.4%
$76.16 - $78.59 $990 - $1.02K
3.28K $255K
BLV
Vanguard Bd Index Fd Inc Long

ETFs
-43
- 1.18%
$67.48 - $71.55 $2.9K - $3.08K
3.61K $255K
FPE
First Tr Pfd Secs & Income ETF

ETFs
-1.02K
- 1.7%
$17.81 - $18.39 $18.1K - $18.7K
58.8K $1.07M
IYW
Ishares Dj Us Tech ETF

ETFs
-406
- 9.93%
$171.38 - $197.01 $69.6K - $80K
3.68K $720K
FENY
Fidelity Covington Tr Msci Ene

ETFs
-144
- 1.15%
$23.27 - $25.46 $3.35K - $3.67K
12.4K $306K
MCD
Mcdonalds Corp

Consumer Cyclical
-5
- 0.4%
$291.67 - $316.99 $1.46K - $1.58K
1.25K $379K
AVGO
Broadcom Inc.

Technology
-306
- 14.5%
$264.74 - $369.57 $81K - $113K
1.8K $595K
FANG
Diamondback Energy, Inc.

Energy
-27
- 0.86%
$134.53 - $152.5 $3.63K - $4.12K
3.1K $443K
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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