True Wealth Advisors, LLC Sells in Q2 2025

True Wealth Advisors, LLC

  • $276 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-14.8K
- 7.06%
$24.32 - $27.87 $361K - $413K
195K $5.17M
LLY
Eli Lilly & CO

Healthcare
-635
- 35.24%
$713.71 - $898.95 $453K - $571K
1.17K $909K
SPIB
Spdr Portfolio Intermediate Te

ETFs
-10.7K
- 15.86%
$32.62 - $33.58 $350K - $360K
56.9K $1.91M
PFF
Ishares Trust Ishares Pfd And

ETFs
-10.2K
- 35.16%
$29.0 - $30.68 $297K - $314K
18.9K $579K
CVX
Chevron Corp

Energy
-191
- 1.68%
$133.73 - $168.51 $25.5K - $32.2K
11.2K $1.6M
AAPL
Apple Inc.

Technology
-330
- 2.9%
$172.42 - $223.89 $56.9K - $73.9K
11K $2.26M
MDIV
First Trust Multi Asset Divers

ETFs
-14.2K
- 21.01%
$14.96 - $16.41 $212K - $233K
53.4K $843K
SPAB
Spdr Portfolio Aggregate Bond

ETFs
-10.1K
- 8.55%
$24.98 - $25.66 $251K - $258K
108K $2.76M
SCHP
Schwab Strategic Us Tips ETF

ETFs
-8.74K
- 14.65%
$26.18 - $26.93 $229K - $235K
50.9K $1.36M
VGSH
Vanguard

ETFs
-3.8K
- 7.7%
$58.32 - $58.95 $221K - $224K
45.5K $2.67M
PFFD
Global X Fds U S Pfd ETF (De)

ETFs
-10.4K
- 24.03%
$18.11 - $18.97 $189K - $198K
32.9K $620K
IVV
Ishares Core S&P 500 ETF

ETFs
-444
- 31.11%
$498.8 - $620.9 $221K - $276K
983 $610K
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
-2.65K
- 25.3%
$59.8 - $60.07 $158K - $159K
7.82K $468K
JEPI
J P Morgan Exchange Traded Fd

ETFs
-2.88K
- 5.7%
$51.14 - $57.0 $147K - $164K
47.6K $2.71M
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
-3.79K
- 23.03%
$32.0 - $39.87 $121K - $151K
12.7K $504K
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
-1.31K
- 2.58%
$45.3 - $50.64 $59.2K - $66.1K
49.3K $2.42M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-2.14K
- 15.29%
$45.12 - $46.23 $96.7K - $99.1K
11.9K $549K
PFE
Pfizer Inc

Healthcare
-3.35K
- 28.57%
$21.59 - $24.84 $72.3K - $83.2K
8.37K $202K
JNJ
Johnson & Johnson

Healthcare
-309
- 8.65%
$146.36 - $159.82 $45.2K - $49.4K
3.26K $498K
XLV
Select Sector Spdr Fund Health

ETFs
-403
- 14.63%
$128.77 - $144.3 $51.9K - $58.2K
2.35K $316K
XLE
Energy Sector Spdr

ETFs
-132
- 1.53%
$76.44 - $94.13 $10.1K - $12.4K
8.49K $720K
FANG
Diamondback Energy, Inc.

Energy
-26
- 0.82%
$119.25 - $161.49 $3.1K - $4.2K
3.13K $429K
ET
Energy Transfer LP

Energy
-3.14K
- 16.37%
$15.65 - $18.93 $49.2K - $59.5K
16.1K $291K
PG
Procter & Gamble CO

Consumer Defensive
-160
- 4.3%
$157.66 - $172.39 $25.2K - $27.6K
3.56K $567K
ROP
Roper Technologies Inc

Industrials
-1
- 0.04%
$519.19 - $590.78 $519 - $591
2.42K $1.37M
CGCP
Capital Group Core Plus Income

ETFs
-2.57K
- 6.0%
$21.92 - $22.56 $56.4K - $58.1K
40.3K $906K
ABBV
Abb Vie Inc.

Healthcare
-78
- 4.77%
$170.16 - $206.27 $13.3K - $16.1K
1.56K $288K
SPG
Simon Property Group Inc

Real Estate
-100
- 1.38%
$140.37 - $171.44 $14K - $17.1K
7.16K $1.15M
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
-414
- 2.92%
$44.37 - $50.04 $18.4K - $20.7K
13.8K $655K
FLMI
Franklin Dynamic Municipal Bon

ETFs
-1.86K
- 7.92%
$23.57 - $24.6 $43.8K - $45.7K
21.6K $524K
VIG
Vanguard Dividend Appreciation

ETFs
-245
- 2.49%
N/A
9.59K $1.75M
MCD
Mcdonalds Corp

Consumer Cyclical
-47
- 3.61%
$285.55 - $321.23 $13.4K - $15.1K
1.25K $366K
CPRT
Copart Inc

Consumer Cyclical
-153
- 3.61%
$47.72 - $63.84 $7.3K - $9.77K
4.09K $200K
RSP
Invesco S&P 500 Equal Weight E

ETFs
-881
- 6.99%
$152.93 - $181.74 $135K - $160K
11.7K $2.13M
FENY
Fidelity Covington Tr Msci Ene

ETFs
-185
- 1.46%
$20.83 - $25.75 $3.85K - $4.76K
12.5K $293K
FMB
First Tr Exchange Traded Fd Ii

ETFs
-463
- 8.89%
$49.12 - $50.93 $22.7K - $23.6K
4.75K $236K
IVE
Ishares S&P 500 Value ETF

ETFs
-295
- 6.14%
$168.34 - $195.42 $49.7K - $57.6K
4.51K $880K
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
-473
- 5.73%
$42.72 - $44.24 $20.2K - $20.9K
7.78K $341K
LMT
Lockheed Martin Corp

Industrials
-58
- 7.58%
$430.82 - $486.45 $25K - $28.2K
707 $327K
DUK
Duke Energy Corp

Utilities
-12
- 0.53%
$112.46 - $124.05 $1.35K - $1.49K
2.27K $267K
GSEW
Goldman Sachs Tr Eql Weight Us

ETFs
-324
- 10.88%
$67.22 - $81.54 $21.8K - $26.4K
2.65K $216K
VB
Vanguard Small Cap ETF

ETFs
-130
- 8.13%
$193.73 - $237.37 $25.2K - $30.9K
1.47K $348K
BLV
Vanguard Bd Index Fd Inc Long

ETFs
-42
- 1.14%
$66.5 - $71.25 $2.79K - $2.99K
3.65K $253K
BNDX
Vanguard Total International B

ETFs
-226
- 2.48%
$48.77 - $49.55 $11K - $11.2K
8.87K $439K
IJS
Ishares S&P Smallcap 600 Value

ETFs
-122
- 3.84%
$83.54 - $100.04 $10.2K - $12.2K
3.06K $304K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-106
- 1.45%
$77.74 - $78.78 $8.24K - $8.35K
7.19K $565K
TPHD
Timothy Plan High Divid Stk Et

ETFs
-242
- 3.63%
$32.99 - $38.01 $7.98K - $9.2K
6.43K $243K
V
Visa Inc.

Financial Services
-22
- 2.93%
$308.27 - $373.31 $6.78K - $8.21K
728 $258K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
-42
- 1.26%
$75.05 - $77.34 $3.15K - $3.25K
3.29K $254K
Activity Summary
Buys All Purchases 109 New Holdings 18 Increased Positions 91 Sells All Sells 87 Reductions 87 Sold out 0 Options Calls 0 Puts 0
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