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
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
-328
- 7.26%
$62.72 - $71.92 $20.6K - $23.6K
4.19K $265K
XLI
Industrial Sector Spdr

ETFs
-112
- 4.9%
$128.78 - $141.67 $14.4K - $15.9K
2.18K $283K
GSEW
Goldman Sachs Tr Eql Weight Us

ETFs
-162
- 5.16%
$74.34 - $81.0 $12K - $13.1K
2.98K $225K
META
Meta Platforms, Inc.

Communication Services
-16
- 2.68%
$576.36 - $736.67 $9.22K - $11.8K
580 $334K
JPM
Jpmorgan Chase & CO

Financial Services
-170
- 3.34%
$225.19 - $279.95 $38.3K - $47.6K
4.92K $1.21M
BA
Boeing CO

Industrials
-17
- 1.02%
$148.15 - $186.25 $2.52K - $3.17K
1.65K $281K
BLV
Vanguard Bd Index Fd Inc Long

ETFs
-226
- 5.77%
$66.9 - $71.57 $15.1K - $16.2K
3.69K $258K
PG
Procter & Gamble CO

Consumer Defensive
-81
- 2.13%
$158.56 - $176.26 $12.8K - $14.3K
3.72K $633K
Capital Grp Fixed Incm ETF T
-137
- 0.81%
N/A
16.7K $0
JUCY
ETF Ser Solutions Aptus Enhanc
-11.3K
- 21.37%
N/A
41.5K $0
JNJ
Johnson & Johnson

Healthcare
-498
- 12.24%
$142.06 - $167.7 $70.7K - $83.5K
3.57K $592K
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
-305
- 2.1%
$47.08 - $50.67 $14.4K - $15.5K
14.2K $704K
FSTA
Fidelity Covington Tr Msci Con

ETFs
-48
- 0.53%
$48.3 - $52.85 $2.32K - $2.54K
9.03K $454K
GD
General Dynamics Corp

Industrials
-20
- 1.22%
$241.94 - $272.58 $4.84K - $5.45K
1.62K $441K
V
Visa Inc.

Financial Services
-49
- 6.13%
$306.92 - $362.71 $15K - $17.8K
750 $262K
SCHW
Schwab Charles Corp

Financial Services
-59
- 1.76%
$71.24 - $83.64 $4.2K - $4.93K
3.29K $257K
GILD
Gilead Sciences, Inc.

Healthcare
-380
- 14.07%
$89.14 - $117.41 $33.9K - $44.6K
2.32K $260K
XLE
Energy Sector Spdr

ETFs
-477
- 5.24%
$85.7 - $93.96 $40.9K - $44.8K
8.62K $797K
MCD
Mcdonalds Corp

Consumer Cyclical
-33
- 2.47%
$279.74 - $321.29 $9.23K - $10.6K
1.3K $406K
RTX
Raytheon Technologies Corp

Industrials
-17
- 0.87%
$114.1 - $135.66 $1.94K - $2.31K
1.94K $256K
DUK
Duke Energy Corp

Utilities
-15
- 0.65%
$105.87 - $121.97 $1.59K - $1.83K
2.28K $277K
VZ
Verizon Communications Inc

Communication Services
-3.55K
- 9.71%
$37.81 - $46.49 $134K - $165K
33K $1.5M
KO
Coca Cola CO

Consumer Defensive
-90
- 1.69%
$60.81 - $72.32 $5.47K - $6.51K
5.24K $375K
KMI
Kinder Morgan, Inc.

Energy
-2
- -0.0%
$26.1 - $31.22 $52.2 - $62.4
47.2K $1.35M
IBM
International Business Machines Corp

Technology
-115
- 2.44%
$217.4 - $264.74 $25K - $30.4K
4.6K $1.14M
ROP
Roper Technologies Inc

Industrials
-101
- 4.0%
$502.71 - $593.81 $50.8K - $60K
2.42K $1.43M
WMB
Williams Companies, Inc.

Energy
-393
- 1.57%
$54.02 - $61.09 $21.2K - $24K
24.6K $1.47M
GL
Globe Life Inc.

Financial Services
-440
- 3.46%
$111.2 - $131.72 $48.9K - $58K
12.3K $1.62M
CVX
Chevron Corp

Energy
-205
- 1.77%
$146.71 - $167.97 $30.1K - $34.4K
11.4K $1.9M
T
At&T Inc.

Communication Services
-2.13K
- 2.73%
$21.56 - $28.28 $45.9K - $60.2K
75.8K $2.14M
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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