True Link Financial Advisors, LLC Closed Holding Positions

True Link Financial Advisors, LLC

  • $1.63 Billion
  • Q4 2025
Stock Closed Quarter Shares Sold Price Range Trade History
MMM
3 M CO

Industrials
Q1 2022 Filed on May 16, 2022
223
$140.96 - $181.02 $31.4K - $40.4K
MU
Micron Technology Inc

Technology
Q1 2022 Filed on May 16, 2022
1,275
$69.4 - $97.36 $88.5K - $124K
Metropolitan West Total Return Bd I
Q1 2022 Filed on May 16, 2022
25,399
N/A
Invesco Qqq Trust
Q1 2022 Filed on May 16, 2022
368
N/A
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
Q1 2022 Filed on May 16, 2022
399
$14.12 - $19.06 $5.63K - $7.6K
OTIS
Otis Worldwide Corp

Industrials
Q1 2022 Filed on May 16, 2022
112
$71.98 - $86.95 $8.06K - $9.74K
Invesco Developing Marke Ts R6
Q1 2022 Filed on May 16, 2022
7,723
N/A
NVS
Novartis Ag

Healthcare
Q1 2022 Filed on May 16, 2022
34
$80.11 - $90.62 $2.72K - $3.08K
NOBL
Proshares S&P 500 Dividend Ari

ETFs
Q1 2022 Filed on May 16, 2022
1,514
$89.69 - $98.7 $136K - $149K
LUV
Southwest Airlines CO

Industrials
Q1 2022 Filed on May 16, 2022
1,163
$37.19 - $47.42 $43.3K - $55.1K
NEE
Nextera Energy Inc

Utilities
Q1 2022 Filed on May 16, 2022
260
$72.32 - $91.66 $18.8K - $23.8K
KMI
Kinder Morgan, Inc.

Energy
Q1 2022 Filed on May 16, 2022
41
$16.35 - $19.09 $670 - $783
K
Kellogg CO

Consumer Defensive
Q1 2022 Filed on May 16, 2022
89
$59.85 - $67.53 $5.33K - $6.01K
Fidelity Low Priced Stoc K
Q1 2022 Filed on May 16, 2022
146
N/A
Federated Hermes Instl H Igh Yield Bd R6
Q1 2022 Filed on May 16, 2022
22,577
N/A
Fidelity Contrafund
Q1 2022 Filed on May 16, 2022
3,501
N/A
EMR
Emerson Electric CO

Industrials
Q1 2022 Filed on May 16, 2022
40
$89.51 - $99.06 $3.58K - $3.96K
EMLP
First Tr Exchange Traded Iv

ETFs
Q1 2022 Filed on May 16, 2022
2,521
$24.68 - $27.82 $62.2K - $70.1K
Eaton Vance Glbl Macr Ab Solute Return I
Q1 2022 Filed on May 16, 2022
5
N/A
AGFS
Agro Fresh Solutions, Inc.

Consumer Defensive
Q1 2022 Filed on May 16, 2022
43
$1.85 - $2.26 $79.6 - $97.2
Fpa New Income
Q1 2022 Filed on May 16, 2022
1,348
N/A
Federated Hermes Total R Eturn Bond Is
Q1 2022 Filed on May 16, 2022
1,996
N/A
GWW
W.W. Grainger, Inc.

Industrials
Q1 2022 Filed on May 16, 2022
8
$462.39 - $520.64 $3.7K - $4.17K
JWN
Nordstrom Inc

Consumer Cyclical
Q1 2022 Filed on May 16, 2022
42
$19.54 - $28.33 $821 - $1.19K
Jpmorgan Hedged Equity I
Q1 2022 Filed on May 16, 2022
127,601
N/A
Janus Henderson Growth A Nd Income T
Q1 2022 Filed on May 16, 2022
165
N/A
Jpmorgan International F Ocus I
Q1 2022 Filed on May 16, 2022
343
N/A
ITW
Illinois Tool Works Inc

Industrials
Q1 2022 Filed on May 16, 2022
59
$203.52 - $247.58 $12K - $14.6K
INTC
Intel Corp

Technology
Q1 2022 Filed on May 16, 2022
2,775
$44.4 - $55.91 $123K - $155K
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
Q1 2022 Filed on May 16, 2022
1,350
$121.42 - $128.17 $164K - $173K
IEF
Ishares Barclays

ETFs
Q1 2022 Filed on May 16, 2022
1,778
$106.08 - $113.93 $189K - $203K
Dodge & Cox Stock
Q1 2022 Filed on May 16, 2022
321
N/A
Putnam International Cap Ital Opp A
Q1 2022 Filed on May 16, 2022
2
N/A
Vanguard Growth Index Ad Miral
Q1 2022 Filed on May 16, 2022
13
N/A
Vanguard Interm Term Bon D Index Adm
Q1 2022 Filed on May 16, 2022
25,426
N/A
USB
Us Bancorp \De\

Financial Services
Q1 2022 Filed on May 16, 2022
162
$52.65 - $63.25 $8.53K - $10.2K
UNH
Unitedhealth Group Inc

Healthcare
Q1 2022 Filed on May 16, 2022
101
$455.89 - $520.82 $46K - $52.6K
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
Q1 2022 Filed on May 16, 2022
275
$349.42 - $418.74 $96.1K - $115K
TT
Trane Technologies PLC

Industrials
Q1 2022 Filed on May 16, 2022
650
$142.78 - $195.24 $92.8K - $127K
Templeton Global Bond A
Q1 2022 Filed on May 16, 2022
4,798
N/A
TMO
Thermo Fisher Scientific Inc.

Healthcare
Q1 2022 Filed on May 16, 2022
16
$524.0 - $644.92 $8.38K - $10.3K
TJX
Tjx Companies Inc

Consumer Cyclical
Q1 2022 Filed on May 16, 2022
88
$58.33 - $76.72 $5.13K - $6.75K
Vanguard Short Term Bond Index Adm
Q1 2022 Filed on May 16, 2022
7,981
N/A
Vanguard Total Bond Mark Et Index Adm
Q1 2022 Filed on May 16, 2022
33,983
N/A
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
Q1 2022 Filed on May 16, 2022
1,871
$77.77 - $81.19 $146K - $152K
Vanguard Real Estate Ind Ex Admiral
Q1 2022 Filed on May 16, 2022
26
N/A
Vanguard Short Term Inve Stment Grade Adm
Q1 2022 Filed on May 16, 2022
4,373
N/A
Vanguard Gnma Inv
Q1 2022 Filed on May 16, 2022
514
N/A
Vanguard Interm Term Inv Estment Grde Adm
Q1 2022 Filed on May 16, 2022
2,283
N/A
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