True Wealth Advisors, LLC Reduced Holdings in Q1 2025

True Wealth Advisors, LLC

  • $253 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SPY
Spdr S&P 500 ETF Trust

ETFs
-10K
- 21.78%
$551.42 - $612.93 $5.51M - $6.13M
35.9K $20.1M
IVV
Ishares Core S&P 500 ETF

ETFs
-1.6K
- 52.83%
$554.06 - $615.85 $885K - $984K
1.43K $796K
SPAB
Spdr Portfolio Aggregate Bond

ETFs
-36.8K
- 23.83%
$24.73 - $25.62 $911K - $944K
118K $3M
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
-13.3K
- 44.63%
$36.64 - $45.76 $487K - $608K
16.5K $616K
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-15.1K
- 51.92%
$44.72 - $46.25 $677K - $700K
14K $644K
GOOGL
Alphabet Inc.

Communication Services
-2.17K
- 39.5%
$154.33 - $206.19 $335K - $447K
3.32K $512K
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
-11.7K
- 58.62%
$42.4 - $44.11 $496K - $516K
8.26K $361K
MSFT
Microsoft Corp

Technology
-312
- 5.51%
$375.39 - $447.2 $117K - $140K
5.35K $2.01M
OSCV
Opus Small Cap Value ETF

ETFs
-6.78K
- 11.95%
$34.16 - $38.45 $231K - $260K
49.9K $1.74M
PFF
Ishares Trust Ishares Pfd And

ETFs
-10.2K
- 25.91%
$30.73 - $32.26 $313K - $329K
29.1K $898K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-14K
- 6.26%
$27.01 - $28.54 $379K - $400K
210K $5.79M
QUAL
Ishares Msci Usa Quality Facto

ETFs
-1.75K
- 53.1%
$168.16 - $186.21 $294K - $326K
1.55K $262K
MBB
Ishares Tr

ETFs
-2.72K
- 55.96%
$90.37 - $94.08 $245K - $255K
2.14K $200K
SPIB
Spdr Portfolio Intermediate Te

ETFs
-7.87K
- 10.42%
$32.5 - $33.3 $256K - $262K
67.6K $2.25M
IYW
Ishares Dj Us Tech ETF

ETFs
-882
- 17.43%
$140.44 - $166.79 $124K - $147K
4.18K $587K
SFBS
Servis First Bancshares, Inc.

Financial Services
-294
- 0.45%
$80.8 - $93.58 $23.8K - $27.5K
65.6K $5.37M
VUG
Vanguard Growth ETF

ETFs
-402
- 29.07%
$369.1 - $427.61 $148K - $172K
981 $363K
JEPI
J P Morgan Exchange Traded Fd

ETFs
-2.67K
- 5.02%
$56.17 - $59.71 $150K - $160K
50.5K $2.86M
MGC
Vanguard Mega Cap ETF

ETFs
-640
- 12.64%
$199.2 - $222.69 $127K - $143K
4.42K $886K
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
-2.68K
- 20.36%
$59.78 - $60.03 $160K - $161K
10.5K $628K
AVGO
Broadcom Inc.

Technology
-72
- 3.47%
$167.43 - $244.7 $12.1K - $17.6K
2K $335K
SCHP
Schwab Strategic Us Tips ETF

ETFs
-7.74K
- 11.49%
$25.69 - $26.89 $199K - $208K
59.6K $1.6M
ITA
Ishares Tr

ETFs
-968
- 36.28%
$144.84 - $159.5 $140K - $154K
1.7K $260K
XLV
Select Sector Spdr Fund Health

ETFs
-1K
- 26.66%
$137.61 - $149.68 $138K - $150K
2.75K $398K
VTV
Vanguard Value ETF

ETFs
-728
- 16.64%
$167.73 - $179.21 $122K - $130K
3.65K $622K
ETN
Eaton Corp PLC

Industrials
-9
- 0.53%
$271.83 - $371.23 $2.45K - $3.34K
1.7K $461K
VB
Vanguard Small Cap ETF

ETFs
-302
- 15.88%
$217.89 - $252.64 $65.8K - $76.3K
1.6K $354K
CODI
Compass Diversified Holdings

Industrials
-1K
- 5.85%
$18.67 - $22.9 $18.7K - $22.9K
16.1K $302K
CGCP
Capital Group Core Plus Income

ETFs
-4.27K
- 9.05%
$21.94 - $22.64 $93.6K - $96.6K
42.9K $960K
VEA
Vanguard Ftse Developed Market

ETFs
-2.52K
- 17.51%
$47.4 - $52.99 $119K - $133K
11.9K $607K
IVW
Ishares S&P 500 Growth ETF

ETFs
-386
- 9.14%
$92.45 - $106.69 $35.7K - $41.2K
3.84K $355K
BNDX
Vanguard Total International B

ETFs
-1.44K
- 13.65%
$48.33 - $49.5 $69.5K - $71.2K
9.1K $444K
EMR
Emerson Electric CO

Industrials
-302
- 12.19%
$108.64 - $131.17 $32.8K - $39.6K
2.18K $238K
PFE
Pfizer Inc

Healthcare
-1.99K
- 14.49%
$25.01 - $27.13 $49.7K - $53.9K
11.7K $296K
WMT
Walmart Inc.

Consumer Defensive
-380
- 3.23%
$84.5 - $105.05 $32.1K - $39.9K
11.4K $998K
LOW
Lowes Companies Inc

Consumer Cyclical
-14
- 0.35%
$222.66 - $268.42 $3.12K - $3.76K
3.98K $927K
MDIV
First Trust Multi Asset Divers

ETFs
-4K
- 5.58%
$16.02 - $16.68 $64K - $66.6K
67.5K $1.1M
VO
Vanguard Mid Cap ETF

ETFs
-55
- 1.06%
$251.87 - $277.95 $13.9K - $15.3K
5.15K $1.32M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-756
- 9.39%
$76.94 - $78.28 $58.2K - $59.2K
7.29K $570K
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
-721
- 14.91%
$48.06 - $53.73 $34.7K - $38.7K
4.12K $199K
HON
Honeywell International Inc

Industrials
-45
- 1.91%
$202.75 - $226.52 $9.12K - $10.2K
2.31K $488K
CAT
Caterpillar Inc

Industrials
-47
- 5.96%
$326.75 - $407.63 $15.4K - $19.2K
741 $244K
EFX
Equifax Inc

Industrials
-100
- 7.2%
$235.63 - $278.34 $23.6K - $27.8K
1.29K $313K
LMT
Lockheed Martin Corp

Industrials
-6
- 0.78%
$423.19 - $506.29 $2.54K - $3.04K
765 $341K
XLU
Utilities Sector Spdr

ETFs
-579
- 9.74%
$74.7 - $80.27 $43.3K - $46.5K
5.37K $418K
HD
Home Depot, Inc.

Consumer Cyclical
-39
- 5.58%
$347.25 - $424.87 $13.5K - $16.6K
660 $241K
PFFD
Global X Fds U S Pfd ETF (De)

ETFs
-643
- 1.46%
$19.04 - $20.15 $12.2K - $13K
43.4K $829K
VTI
Vanguard Total Stock Market Et

ETFs
-13
- 0.99%
$271.18 - $303.12 $3.53K - $3.94K
1.3K $355K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
-354
- 9.61%
$73.78 - $76.59 $26.1K - $27.1K
3.33K $254K
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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