True Private Wealth Advisors Purchases in Q3 2025

True Private Wealth Advisors

  • $823 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
IVE
Ishares S&P 500 Value ETF

ETFs
219
+ 1.88%
$194.44 - $206.51 $42.6K - $45.2K
11.8K $2.45M
PFE
Pfizer Inc

Healthcare
3.55K
+ 5.66%
$23.29 - $25.88 $82.7K - $92K
66.3K $1.69M
DFEN
Direxion Shs ETF Tr Daily Aero

ETFs
406
+ 5.06%
$48.77 - $68.75 $19.8K - $27.9K
8.43K $579K
HEFA
Ishares Currency Hedged Msci E

ETFs
2.28K
+ 5.73%
$37.2 - $39.61 $84.9K - $90.4K
42.1K $1.67M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
4.58K
+ 3.19%
$25.21 - $25.99 $115K - $119K
148K $3.82M
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
300
+ 1.37%
$82.96 - $95.7 $24.9K - $28.7K
22.2K $1.99M
SPIB
Spdr Portfolio Intermediate Te

ETFs
3.2K
+ 7.32%
$33.26 - $34.01 $106K - $109K
46.9K $1.59M
MMM
3 M CO

Industrials
252
+ 1.05%
$144.41 - $160.2 $36.4K - $40.4K
24.3K $3.78M
KO
Coca Cola CO

Consumer Defensive
2.06K
+ 27.18%
$65.67 - $71.67 $135K - $148K
9.64K $639K
MCD
Mcdonalds Corp

Consumer Cyclical
265
+ 16.23%
$291.67 - $316.99 $77.3K - $84K
1.9K $576K
IEMG
Ishares Inc

ETFs
1.76K
+ 5.61%
N/A
33.2K $1.78M
AZO
Autozone Inc

Consumer Cyclical
14
+ 24.14%
$3649.42 - $4354.54 $51.1K - $61K
72 $308K
MO
Altria Group, Inc.

Consumer Defensive
550
+ 8.5%
$57.75 - $67.68 $31.8K - $37.2K
7.02K $463K
BAC
Bank Of America Corp

Financial Services
69
+ 0.42%
$44.92 - $52.42 $3.1K - $3.62K
16.4K $844K
MRK
Merck & Co., Inc.

Healthcare
462
+ 6.64%
$77.6 - $87.37 $35.9K - $40.4K
7.42K $622K
HD
Home Depot, Inc.

Consumer Cyclical
45
+ 3.36%
$357.4 - $423.42 $16.1K - $19.1K
1.39K $561K
AOK
Ishares Tr Core Conservative A

ETFs
1.28K
+ 11.24%
$38.64 - $40.17 $49.4K - $51.4K
12.7K $508K
VZ
Verizon Communications Inc

Communication Services
540
+ 0.93%
$40.84 - $45.06 $22.1K - $24.3K
58.4K $2.57M
BA
Boeing CO

Industrials
96
+ 1.45%
$209.79 - $237.38 $20.1K - $22.8K
6.69K $1.44M
GE
General Electric CO

Industrials
12
+ 0.91%
$244.75 - $305.63 $2.94K - $3.67K
1.33K $399K
C
Citigroup Inc

Financial Services
99
+ 3.34%
$85.57 - $103.49 $8.47K - $10.2K
3.06K $310K
LOW
Lowes Companies Inc

Consumer Cyclical
8
+ 0.43%
$215.01 - $273.02 $1.72K - $2.18K
1.85K $464K
QCOM
Qualcomm Inc

Technology
222
+ 8.87%
$145.84 - $173.55 $32.4K - $38.5K
2.73K $453K
IBM
International Business Machines Corp

Technology
465
+ 6.93%
$234.77 - $292.47 $109K - $136K
7.18K $2.03M
MA
Mastercard Inc

Financial Services
67
+ 8.76%
$550.18 - $598.96 $36.9K - $40.1K
832 $473K
IWY
Ishares Tr Russell 200 Growth

ETFs
1
+ 0.07%
$243.93 - $275.62 $244 - $276
1.42K $388K
T
At&T Inc.

Communication Services
1.77K
+ 10.52%
$26.94 - $29.62 $47.6K - $52.3K
18.6K $524K
F
Ford Motor CO

Consumer Cyclical
187
+ 0.6%
$10.82 - $12.09 $2.02K - $2.26K
31.5K $376K
EFA
Ishares Tr Msci Eafe ETF

ETFs
213
+ 5.28%
$87.29 - $93.61 $18.6K - $19.9K
4.25K $396K
COLB
Columbia Banking System, Inc.

Financial Services
195
+ 1.49%
$23.26 - $27.31 $4.54K - $5.33K
13.3K $343K
ITA
Ishares Tr

ETFs
42
+ 3.52%
$184.73 - $209.26 $7.76K - $8.79K
1.23K $258K
EFV
Msci Eafe Value ETF

ETFs
117
+ 2.96%
$62.79 - $68.42 $7.35K - $8.01K
4.06K $275K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
5
+ 0.11%
$94.17 - $99.95 $471 - $500
4.37K $436K
DUK
Duke Energy Corp

Utilities
6
+ 0.17%
$116.31 - $125.93 $698 - $756
3.58K $442K
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
3
+ 0.09%
$74.93 - $80.73 $225 - $242
3.26K $262K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
1
+ 0.1%
$236.25 - $257.69 $236 - $258
1.01K $259K
FPE
First Tr Pfd Secs & Income ETF

ETFs
241
+ 1.11%
$17.81 - $18.39 $4.29K - $4.43K
21.9K $399K
IDV
Ishares Tr

ETFs
2
+ 0.03%
$34.54 - $37.28 $69.1 - $74.6
6.22K $227K
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
7
+ 0.23%
$75.26 - $80.19 $527 - $561
3.05K $243K
DNP
Dnp Select Income Fund Inc

Financial Services
135
+ 1.33%
$9.65 - $10.02 $1.3K - $1.35K
10.3K $102K
PSA
Public Storage

Real Estate
19
+ 2.36%
$271.94 - $298.09 $5.17K - $5.66K
823 $237K
TXN
Texas Instruments Inc

Technology
6
+ 0.47%
N/A
1.28K $249K
Tidal Trust Iii
8.07K
+ 80.86%
N/A
18.1K $0
Blackstone Mortgage Trust In
13K
New
N/A
13K $0
World Fds Tr
1.07K
+ 17.43%
N/A
7.18K $0
Ark 21 Shares Bitcoin ETF
900
+ 13.04%
N/A
7.8K $0
Barclays Bank PLC
623K
New
N/A
623K $0
Tidal Trust I
647
+ 3.62%
N/A
18.5K $0
Direxion Shs ETF Tr
1.56K
New
N/A
1.56K $0
Activity Summary
Buys All Purchases 123 New Holdings 26 Increased Positions 97 Sells All Sells 113 Reductions 113 Sold out 0 Options Calls 0 Puts 0
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