True Private Wealth Advisors Incresed Positions in Q3 2025

True Private Wealth Advisors

  • $823 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
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
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
COLB
Columbia Banking System, Inc.

Financial Services
195
+ 1.49%
$23.26 - $27.31 $4.54K - $5.33K
13.3K $343K
EFA
Ishares Tr Msci Eafe ETF

ETFs
213
+ 5.28%
$87.29 - $93.61 $18.6K - $19.9K
4.25K $396K
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
TSLL
Direxion Shs ETF Tr Daily Tsla
1.32K
+ 3.0%
N/A
45.2K $0
AMZU
Direxion Shs ETF Tr Daily Amzn
683
+ 1.29%
N/A
53.5K $0
Tidal Trust I
647
+ 3.62%
N/A
18.5K $0
GGLL
Direxion Shs ETF Tr Daily Goog
139
+ 1.02%
N/A
13.8K $0
Ishares Tr
1.52K
+ 0.09%
N/A
1.63M $0
Ge Vernova Inc
174
+ 44.62%
N/A
564 $0
Lam Research Corp
29
+ 0.64%
N/A
4.59K $0
Ark 21 Shares Bitcoin ETF
900
+ 13.04%
N/A
7.8K $0
Grayscale Bitcoin Mini Tr Et
1K
+ 23.7%
N/A
5.23K $0
World Fds Tr
1.07K
+ 17.43%
N/A
7.18K $0
IRM
Iron Mountain Inc

Real Estate
11
+ 0.37%
$89.46 - $104.46 $984 - $1.15K
2.99K $304K
CRWD
Crowd Strike Holdings, Inc.

Technology
10
+ 0.9%
$412.46 - $514.1 $4.12K - $5.14K
1.12K $550K
V
Visa Inc.

Financial Services
94
+ 2.27%
$332.09 - $358.86 $31.2K - $33.7K
4.24K $1.45M
ZS
Zscaler, Inc.

Technology
9
+ 0.46%
$267.68 - $316.5 $2.41K - $2.85K
1.98K $593K
PG
Procter & Gamble CO

Consumer Defensive
85
+ 1.2%
$150.47 - $161.22 $12.8K - $13.7K
7.16K $1.1M
DIS
Walt Disney CO

Communication Services
65
+ 1.71%
$112.25 - $124.0 $7.3K - $8.06K
3.87K $442K
HON
Honeywell International Inc

Industrials
44
+ 2.34%
$207.7 - $240.4 $9.14K - $10.6K
1.93K $405K
LLY
Eli Lilly & CO

Healthcare
27
+ 0.37%
$625.65 - $812.69 $16.9K - $21.9K
7.39K $5.64M
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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