True Wealth Advisors, LLC Reduced Holdings in Q3 2024

True Wealth Advisors, LLC

  • $271 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SPAB
Spdr Portfolio Aggregate Bond

ETFs
-136K
- 40.05%
$24.86 - $26.33 $3.38M - $3.58M
204K $5.32M
SJNK
Spdr Bloomberg Short Term High

ETFs
-46K
- 26.22%
$24.8 - $25.75 $1.14M - $1.19M
130K $3.34M
SPY
Spdr S&P 500 ETF Trust

ETFs
-3.74K
- 7.58%
$517.38 - $573.86 $1.94M - $2.15M
45.6K $26.2M
CVX
Chevron Corp

Energy
-3.82K
- 32.6%
$137.88 - $161.97 $526K - $618K
7.89K $1.16M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
-41.3K
- 13.87%
$32.65 - $36.69 $1.35M - $1.52M
257K $9.34M
TPLC
Timothy Plan U S Large/Mid Cap

ETFs
-12.2K
- 48.53%
$39.98 - $43.99 $489K - $538K
13K $570K
VUG
Vanguard Growth ETF

ETFs
-909
- 34.83%
$341.08 - $391.94 $310K - $356K
1.7K $653K
FANG
Diamondback Energy, Inc.

Energy
-1.14K
- 27.2%
$168.46 - $210.94 $191K - $239K
3.04K $523K
IVV
Ishares Core S&P 500 ETF

ETFs
-723
- 20.11%
$520.18 - $576.82 $376K - $417K
2.87K $1.66M
VGSH
Vanguard

ETFs
-5.63K
- 13.18%
$57.74 - $59.13 $325K - $333K
37.1K $2.19M
PFF
Ishares Trust Ishares Pfd And

ETFs
-9.63K
- 16.35%
$31.18 - $33.5 $300K - $323K
49.3K $1.64M
MSFT
Microsoft Corp

Technology
-239
- 3.63%
$395.15 - $467.56 $94.4K - $112K
6.35K $2.73M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-5.75K
- 17.66%
$44.83 - $47.42 $258K - $273K
26.8K $1.26M
VTV
Vanguard Value ETF

ETFs
-1.54K
- 23.64%
$159.75 - $174.57 $246K - $268K
4.97K $866K
VIG
Vanguard Dividend Appreciation

ETFs
-841
- 7.88%
$182.15 - $182.15 $153K - $153K
9.83K $1.79M
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
-2.59K
- 26.06%
$59.61 - $60.15 $155K - $156K
7.36K $440K
IVW
Ishares S&P 500 Growth ETF

ETFs
-1.51K
- 26.34%
$84.77 - $97.13 $128K - $147K
4.22K $404K
MBB
Ishares Tr

ETFs
-1.55K
- 27.08%
$90.85 - $96.66 $141K - $150K
4.18K $400K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-1.54K
- 16.06%
$76.38 - $78.87 $117K - $121K
8.04K $632K
CDNS
Cadence Design Systems Inc

Technology
-102
- 5.68%
$246.84 - $321.11 $25.2K - $32.8K
1.69K $459K
BNDX
Vanguard Total International B

ETFs
-2.18K
- 16.97%
$48.42 - $50.35 $106K - $110K
10.7K $536K
V
Visa Inc.

Financial Services
-368
- 31.45%
$253.74 - $291.56 $93.4K - $107K
802 $220K
QUAL
Ishares Msci Usa Quality Facto

ETFs
-656
- 17.5%
$162.64 - $179.3 $107K - $118K
3.09K $554K
EFG
Msci Eafe Growth ETF

ETFs
-1.02K
- 20.67%
$96.84 - $108.77 $98.5K - $111K
3.9K $420K
XLE
Energy Sector Spdr

ETFs
-552
- 5.98%
$84.35 - $93.39 $46.6K - $51.6K
8.68K $761K
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
-1.77K
- 26.09%
$47.95 - $49.61 $84.9K - $87.9K
5.02K $247K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-2.13K
- 30.2%
$41.9 - $48.26 $89.3K - $103K
4.93K $235K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-910
- 27.28%
$105.53 - $118.34 $96K - $108K
2.43K $283K
CSX
Csx Corp

Industrials
-2.05K
- 24.43%
$32.48 - $35.45 $66.5K - $72.6K
6.33K $218K
ROP
Roper Technologies Inc

Industrials
-71
- 2.6%
$515.25 - $576.55 $36.6K - $40.9K
2.66K $1.48M
JNJ
Johnson & Johnson

Healthcare
-892
- 16.38%
$145.48 - $167.38 $130K - $149K
4.55K $738K
CMCSA
Comcast Corp

Communication Services
-1.77K
- 24.29%
$37.33 - $41.78 $66.1K - $74K
5.52K $230K
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
-1.28K
- 20.86%
$44.24 - $49.47 $56.6K - $63.3K
4.85K $239K
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
-1.18K
- 19.4%
$44.9 - $47.55 $52.8K - $56K
4.89K $230K
IYW
Ishares Dj Us Tech ETF

ETFs
-330
- 6.17%
$133.16 - $158.73 $43.9K - $52.4K
5.02K $760K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
-737
- 17.12%
$74.26 - $78.84 $54.7K - $58.1K
3.57K $279K
ZTS
Zoetis Inc.

Healthcare
-389
- 24.53%
$172.58 - $196.48 $67.1K - $76.4K
1.2K $233K
BLV
Vanguard Bd Index Fd Inc Long

ETFs
-762
- 16.89%
$69.16 - $76.64 $52.7K - $58.4K
3.75K $281K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
-1.92K
- 16.53%
$22.38 - $23.66 $42.9K - $45.4K
9.69K $227K
CSCO
Cisco Systems, Inc.

Technology
-1.67K
- 17.13%
$44.74 - $53.22 $74.9K - $89K
8.09K $430K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-423
- 12.85%
$96.25 - $101.98 $40.7K - $43.1K
2.87K $290K
HD
Home Depot, Inc.

Consumer Cyclical
-198
- 22.17%
$333.64 - $405.2 $66.1K - $80.2K
695 $281K
XOM
Exxon Mobil Corp

Energy
-467
- 3.34%
$109.72 - $119.0 $51.2K - $55.6K
13.5K $1.58M
MRK
Merck & Co., Inc.

Healthcare
-22
- 1.01%
$111.15 - $128.97 $2.45K - $2.84K
2.15K $243K
VB
Vanguard Small Cap ETF

ETFs
-290
- 12.61%
$214.77 - $237.72 $62.3K - $68.9K
2.01K $476K
GILD
Gilead Sciences, Inc.

Healthcare
-1.12K
- 22.76%
$66.59 - $83.99 $74.6K - $94.1K
3.8K $318K
TGT
Target Corp

Consumer Defensive
-200
- 11.31%
$133.47 - $159.25 $26.7K - $31.9K
1.57K $244K
OSCV
Opus Small Cap Value ETF

ETFs
-6.33K
- 8.38%
$33.99 - $37.93 $215K - $240K
69.2K $2.59M
CPRT
Copart Inc

Consumer Cyclical
-98
- 2.26%
$49.19 - $55.54 $4.82K - $5.44K
4.23K $221K
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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