True Private Wealth Advisors Purchases in Q4 2024

True Private Wealth Advisors

  • $779 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
ZECP
Zacks Tr Earnings Constant Por

ETFs
181K
New
$30.35 - $32.25 $5.5M - $5.85M
181K $5.52M
SKYY
First Trust Cloud Computing Et

ETFs
27.5K
New
$99.98 - $130.46 $2.75M - $3.58M
27.5K $3.27M
CLOI
Vaneck ETF Tr

ETFs
48.8K
+ 30.92%
$52.7 - $53.15 $2.57M - $2.59M
207K $10.9M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
83.1K
New
$24.94 - $26.14 $2.07M - $2.17M
83.1K $2.08M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
51.6K
New
$34.13 - $37.35 $1.76M - $1.93M
51.6K $1.76M
VGT
Vanguard Information Technolog

ETFs
1.66K
+ 11.93%
$571.78 - $647.97 $949K - $1.07M
15.6K $9.68M
VIG
Vanguard Dividend Appreciation

ETFs
6.13K
New
N/A
6.13K $1.12M
XMMO
Invesco Exchange Traded Fd Tr

ETFs
8.06K
+ 481.15%
$119.61 - $136.3 $965K - $1.1M
9.74K $1.2M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
19.1K
New
$45.17 - $47.23 $864K - $904K
19.1K $867K
SPIB
Spdr Portfolio Intermediate Te

ETFs
25.1K
New
$32.65 - $33.68 $821K - $847K
25.1K $823K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
9.91K
New
$77.86 - $79.27 $772K - $786K
9.91K $773K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
230K
+ 237.65%
$26.93 - $84.95 $6.2M - $19.6M
327K $8.94M
KO
Coca Cola CO

Consumer Defensive
12.5K
+ 262.26%
$61.74 - $71.71 $773K - $898K
17.3K $1.08M
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
1.5K
+ 2.27%
$45.39 - $62.98 $68.3K - $94.7K
67.8K $3.85M
AOM
Ishares Tr Core Moderate Alloc

ETFs
15.8K
+ 37.28%
$43.44 - $45.05 $688K - $714K
58.3K $2.53M
ARKF
Ark ETF Tr Fintech Innovation

ETFs
14.4K
New
$29.11 - $41.59 $420K - $600K
14.4K $534K
MOAT
Vaneck Morningstar Wide Moat E

ETFs
5.89K
+ 11.28%
N/A
58K $4.98M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
5.14K
New
$91.29 - $91.8 $469K - $472K
5.14K $470K
SHW
Sherwin Williams CO

Basic Materials
1.26K
New
$338.75 - $399.71 $427K - $504K
1.26K $428K
CRM
Salesforce, Inc.

Technology
1
+ 0.02%
$270.87 - $367.87 $271 - $368
5.87K $1.96M
VGSH
Vanguard

ETFs
5.87K
New
$58.02 - $58.88 $341K - $346K
5.87K $341K
GOOGL
Alphabet Inc.

Communication Services
17
+ 0.13%
$161.86 - $196.66 $2.75K - $3.34K
12.7K $2.41M
GOOG
Alphabet Inc.

Communication Services
122
+ 1.06%
$163.08 - $198.16 $19.9K - $24.2K
11.7K $2.22M
BBAI
Big Bear.Ai Holdings, Inc.

Technology
65.5K
New
$1.38 - $4.81 $90.4K - $315K
65.5K $291K
AVGO
Broadcom Inc.

Technology
1.17K
New
$159.67 - $250.0 $186K - $292K
1.17K $270K
DIV
Global X Superdividend Us ETF

ETFs
15K
New
N/A
15K $257K
GRMN
Garmin LTD

Technology
1.22K
New
$161.91 - $220.77 $198K - $270K
1.22K $252K
SMTC
Semtech Corp

Technology
4K
New
$40.58 - $69.1 $162K - $276K
4K $247K
STGW
Stagwell Inc

Communication Services
38.7K
+ 173.45%
$6.15 - $8.1 $238K - $313K
61K $401K
RBLX
Roblox Corp

Communication Services
4.02K
New
$39.86 - $61.45 $160K - $247K
4.02K $232K
PLTR
Palantir Technologies Inc.

Technology
2.96K
New
$36.46 - $82.38 $108K - $244K
2.96K $223K
SCHW
Schwab Charles Corp

Financial Services
3.01K
New
$63.31 - $82.85 $191K - $250K
3.01K $222K
TDY
Teledyne Technologies Inc

Technology
442
New
$436.59 - $489.24 $193K - $216K
442 $205K
KMI
Kinder Morgan, Inc.

Energy
7.47K
New
$22.59 - $28.54 $169K - $213K
7.47K $204K
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
2.95K
New
$67.29 - $73.38 $199K - $217K
2.95K $200K
QQQM
Invesco Exchange Traded Fd Tr

ETFs
816
+ 65.23%
$198.04 - $221.51 $162K - $181K
2.07K $435K
MU
Micron Technology Inc

Technology
4.78K
+ 40.89%
$84.16 - $113.41 $403K - $542K
16.5K $1.39M
SPY
Spdr S&P 500 ETF Trust

ETFs
147
+ 2.7%
$567.81 - $607.81 $83.5K - $89.3K
5.59K $3.28M
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
11.8K
New
$12.74 - $14.23 $150K - $168K
11.8K $153K
BX
Blackstone Inc.

Financial Services
33
+ 0.62%
$148.45 - $199.05 $4.9K - $6.57K
5.33K $918K
WMT
Walmart Inc.

Consumer Defensive
499
+ 11.56%
$79.1 - $95.7 $39.5K - $47.8K
4.82K $435K
PANW
Palo Alto Networks Inc

Technology
3.72K
+ 99.87%
$181.96 - $405.9 $676K - $1.51M
7.44K $1.35M
IAU
Ishares Gold Trust

ETFs
1.74K
+ 4.73%
$48.37 - $52.65 $83.9K - $91.3K
38.4K $1.9M
TECL
Direxion Daily Technology Bull

ETFs
272
+ 1.55%
$81.25 - $102.52 $22.1K - $27.9K
17.8K $1.61M
TQQQ
Proshares Ultrapro Qqq

ETFs
33
+ 0.34%
$69.42 - $93.29 $2.29K - $3.08K
9.77K $773K
META
Meta Platforms, Inc.

Communication Services
20
+ 0.63%
$554.08 - $632.68 $11.1K - $12.7K
3.2K $1.88M
GLD
Spdr Gold Trust

ETFs
301
+ 2.06%
$236.59 - $257.5 $71.2K - $77.5K
14.9K $3.6M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
1.15K
+ 5.79%
$56.06 - $61.35 $64.7K - $70.8K
21.1K $1.19M
ZS
Zscaler, Inc.

Technology
108
+ 5.83%
$166.99 - $211.99 $18K - $22.9K
1.96K $353K
Activity Summary
Buys All Purchases 102 New Holdings 27 Increased Positions 75 Sells All Sells 101 Reductions 101 Sold out 0 Options Calls 0 Puts 0
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