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
KR
Kroger CO

Consumer Defensive
18
+ 0.19%
$55.21 - $63.3 $994 - $1.14K
9.26K $566K
MA
Mastercard Inc

Financial Services
22
+ 5.26%
$491.3 - $536.15 $10.8K - $11.8K
440 $231K
FISV
Fiserv Inc

Technology
181
+ 11.83%
N/A
1.71K $214K
IWY
Ishares Tr Russell 200 Growth

ETFs
2
+ 0.14%
$216.72 - $244.71 $433 - $489
1.42K $333K
SNAP
Snap Inc

Communication Services
1.53K
+ 2.94%
$9.98 - $12.86 $15.2K - $19.6K
53.5K $575K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
111
+ 1.28%
$46.48 - $51.32 $5.16K - $5.7K
8.76K $421K
T
At&T Inc.

Communication Services
167
+ 1.45%
$21.22 - $23.88 $3.54K - $3.99K
11.7K $266K
COLB
Columbia Banking System, Inc.

Financial Services
2
+ 0.01%
$25.29 - $32.01 $50.6 - $64
13.6K $368K
VBR
Vanguard Small Cap Value ETF

ETFs
210
+ 1.73%
$197.36 - $217.3 $41.4K - $45.6K
12.3K $2.45M
VTWV
Vanguard Russell 2000 Value Et

ETFs
100
+ 4.98%
$143.69 - $159.92 $14.4K - $16K
2.11K $305K
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
4
+ 0.11%
$69.3 - $74.3 $277 - $297
3.51K $250K
HD
Home Depot, Inc.

Consumer Cyclical
59
+ 4.6%
$385.02 - $431.37 $22.7K - $25.5K
1.34K $521K
Grayscale Ethereum Trust ETF
106
+ 1.15%
N/A
9.28K $0
World Fds Tr
5K
New
N/A
5K $0
AAPU
Direxion Shs ETF Tr Daily Aapl
5.18K
+ 9.44%
N/A
60.1K $0
AMZU
Direxion Shs ETF Tr Daily Amzn
442
+ 0.82%
N/A
54.3K $0
TSLL
Direxion Shs ETF Tr Daily Tsla
2.73K
+ 5.93%
N/A
48.8K $0
Bank Montreal Medium
305
+ 8.99%
N/A
3.7K $0
GGLL
Direxion Shs ETF Tr Daily Goog
160
+ 1.14%
N/A
14.2K $0
Bitwise Bitcoin ETF Tr
1.35K
+ 7.76%
N/A
18.8K $0
SMOT
Vaneck ETF Tr Morningstar Smid
9.15K
+ 12.97%
N/A
79.7K $0
Zacks Trust
68.2K
+ 11.7%
N/A
651K $0
MSFU
Direxion Shs ETF Tr Daily Msft
2.79K
+ 7.46%
N/A
40.3K $0
Graniteshares ETF Tr
982
+ 1.32%
N/A
75.2K $0
Lam Research Corp
3.96K
New
N/A
3.96K $0
Graniteshares ETF Tr
666
+ 1.58%
N/A
42.9K $0
Kenvue Inc
5
+ 0.05%
N/A
10.9K $0
DGRO
Ishares Core Dividend Growth E

ETFs
108
+ 1.72%
$60.73 - $64.94 $6.56K - $7.01K
6.39K $391K
WM
Waste Management Inc

Industrials
19
+ 1.93%
$201.79 - $228.46 $3.83K - $4.34K
1K $202K
FPE
First Tr Pfd Secs & Income ETF

ETFs
226
+ 1.08%
$17.65 - $18.18 $3.99K - $4.11K
21.2K $374K
PM
Philip Morris International Inc.

Consumer Defensive
1
+ 0.02%
$118.38 - $133.06 $118 - $133
4.3K $516K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
38
+ 0.19%
$126.68 - $134.74 $4.81K - $5.12K
19.8K $2.52M
DFEN
Direxion Shs ETF Tr Daily Aero

ETFs
1.63K
+ 25.32%
$26.49 - $40.28 $43K - $65.5K
8.04K $221K
DNP
Dnp Select Income Fund Inc

Financial Services
140
+ 1.38%
$8.82 - $9.96 $1.23K - $1.39K
10.3K $90K
UPS
United Parcel Service Inc

Industrials
17
+ 0.94%
$122.65 - $138.35 $2.09K - $2.35K
1.83K $230K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
107
+ 2.47%
$58.88 - $64.8 $6.3K - $6.93K
4.44K $261K
PG
Procter & Gamble CO

Consumer Defensive
29
+ 0.65%
$161.05 - $179.7 $4.67K - $5.21K
4.47K $748K
MCD
Mcdonalds Corp

Consumer Cyclical
9
+ 0.59%
$288.47 - $316.54 $2.6K - $2.85K
1.53K $443K
IYR
Ishares Tr

ETFs
21
+ 0.58%
$90.74 - $102.87 $1.91K - $2.16K
3.62K $336K
ERX
Direxion Daily Energy Bull 2 X

ETFs
119
+ 0.82%
$52.24 - $71.63 $6.22K - $8.52K
14.6K $814K
RTX
Raytheon Technologies Corp

Industrials
12
+ 0.14%
$114.45 - $127.21 $1.37K - $1.53K
8.71K $1.01M
EXPD
Expeditors International Of Washington Inc

Industrials
7
+ 0.29%
$110.5 - $128.26 $774 - $898
2.44K $270K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
116
+ 3.71%
$82.28 - $117.52 $9.54K - $13.6K
3.24K $274K
CAT
Caterpillar Inc

Industrials
3
+ 0.11%
$360.37 - $416.88 $1.08K - $1.25K
2.73K $989K
VTV
Vanguard Value ETF

ETFs
175
+ 0.83%
$168.32 - $181.87 $29.5K - $31.8K
21.2K $3.6M
PFE
Pfizer Inc

Healthcare
2.17K
+ 3.52%
$24.8 - $30.19 $53.7K - $65.4K
63.7K $1.69M
AOR
Ishares Tr Core Growth Allocat

ETFs
1.77K
+ 1.57%
$57.32 - $59.66 $101K - $105K
114K $6.56M
XLU
Utilities Sector Spdr

ETFs
123
+ 0.36%
$74.89 - $82.93 $9.21K - $10.2K
34.2K $2.59M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
8.16K
+ 5.75%
$55.45 - $61.08 $453K - $499K
150K $8.32M
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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