True Private Wealth Advisors Reduced Holdings in Q3 2024

True Private Wealth Advisors

  • $799 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
MDLZ
Mondelez International, Inc.

Consumer Defensive
-3.29K
- 53.46%
$64.35 - $75.71 $212K - $249K
2.86K $210K
IWB
Ishares Tr Russell 1000 ETF

ETFs
-719
- 24.9%
$283.28 - $314.39 $204K - $226K
2.17K $681K
V
Visa Inc.

Financial Services
-855
- 17.35%
$253.74 - $291.56 $217K - $249K
4.07K $1.12M
ADBE
Adobe Inc.

Technology
-276
- 40.65%
$508.13 - $586.55 $140K - $162K
403 $208K
WFC
Wells Fargo & Company

Financial Services
-1.74K
- 7.24%
$51.58 - $60.97 $89.6K - $106K
22.2K $1.26M
KMB
Kimberly Clark Corp

Consumer Defensive
-1.3K
- 26.19%
$135.05 - $148.35 $176K - $193K
3.67K $522K
DIS
Walt Disney CO

Communication Services
-1.31K
- 28.93%
$85.6 - $98.61 $112K - $129K
3.21K $308K
BAC
Bank Of America Corp

Financial Services
-3.44K
- 22.29%
$36.65 - $44.13 $126K - $152K
12K $475K
TLT
Ishares Barclays 20+ Year Trea

ETFs
-1.64K
- 37.82%
$89.91 - $101.33 $147K - $166K
2.69K $263K
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
-1.19K
- 4.76%
$42.59 - $60.56 $50.8K - $72.2K
23.9K $1.2M
TIP
Ishares Tr Tips Bd ETF

ETFs
-1.27K
- 17.48%
$105.92 - $110.83 $135K - $141K
6.01K $664K
ABNB
Airbnb, Inc.

Consumer Cyclical
-14
- 0.32%
$113.01 - $154.34 $1.58K - $2.16K
4.41K $559K
ERX
Direxion Daily Energy Bull 2 X

ETFs
-358
- 2.41%
$54.44 - $67.98 $19.5K - $24.3K
14.5K $860K
DE
Deere & CO

Industrials
-370
- 33.85%
$344.84 - $418.0 $128K - $155K
723 $301K
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
-2.37K
- 25.79%
$47.01 - $48.2 $111K - $114K
6.82K $328K
F
Ford Motor CO

Consumer Cyclical
-1.55K
- 4.26%
$9.71 - $14.55 $15K - $22.5K
34.7K $366K
EFG
Msci Eafe Growth ETF

ETFs
-1.62K
- 9.24%
$96.84 - $108.77 $157K - $176K
15.9K $1.71M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-460
- 2.83%
$434.77 - $502.96 $200K - $231K
15.8K $7.71M
BMY
Bristol Myers Squibb CO

Healthcare
-4.07K
- 30.35%
$39.66 - $51.75 $161K - $211K
9.34K $483K
VZ
Verizon Communications Inc

Communication Services
-6.55K
- 10.73%
$38.89 - $45.0 $255K - $295K
54.5K $2.45M
MRK
Merck & Co., Inc.

Healthcare
-87
- 1.54%
$111.15 - $128.97 $9.67K - $11.2K
5.55K $630K
CMCSA
Comcast Corp

Communication Services
-2.06K
- 15.46%
$37.33 - $41.78 $77K - $86.2K
11.3K $471K
IEMG
Ishares Inc

ETFs
-1.01K
- 2.15%
$53.64 - $53.64 $53.9K - $53.9K
45.7K $2.45M
IWY
Ishares Tr Russell 200 Growth

ETFs
-256
- 15.33%
$194.66 - $225.97 $49.8K - $57.8K
1.41K $311K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
-2.61K
- 14.09%
$22.38 - $23.66 $58.5K - $61.8K
15.9K $373K
MUB
Ishares National Muni Bond ETF

ETFs
-468
- 11.34%
$106.13 - $108.7 $49.7K - $50.9K
3.66K $397K
SBUX
Starbucks Corp

Consumer Cyclical
-2.34K
- 23.73%
$72.51 - $98.6 $170K - $231K
7.52K $733K
HON
Honeywell International Inc

Industrials
-85
- 3.77%
$196.73 - $220.21 $16.7K - $18.7K
2.17K $448K
LOW
Lowes Companies Inc

Consumer Cyclical
-544
- 22.84%
$213.3 - $270.78 $116K - $147K
1.84K $497K
T
At&T Inc.

Communication Services
-3.2K
- 21.72%
$18.21 - $22.28 $58.3K - $71.3K
11.5K $253K
CWB
Spdr Bloomberg Convertible Sec

ETFs
-614
- 14.28%
$71.19 - $76.59 $43.7K - $47K
3.69K $282K
KR
Kroger CO

Consumer Defensive
-1.78K
- 16.15%
$50.43 - $57.3 $89.8K - $102K
9.25K $529K
IGV
Ishares Expanded Tech Software

ETFs
-321
- 9.73%
$77.94 - $89.37 $25K - $28.7K
2.98K $266K
MOS
Mosaic CO

Basic Materials
-19
- 0.23%
$24.54 - $30.61 $466 - $582
8.33K $222K
IWF
Ishares Russell 1000 Gr ETF

ETFs
-110
- 5.18%
$332.02 - $382.76 $36.5K - $42.1K
2.02K $756K
IYE
Ishares Tr

ETFs
-1
- 0.01%
$44.44 - $49.18 $44.4 - $49.2
10.7K $495K
TQQQ
Proshares Ultrapro Qqq

ETFs
-23
- 0.24%
$53.19 - $84.93 $1.22K - $1.95K
9.74K $705K
XLK
Technology Sector Spdr

ETFs
-59
- 4.07%
$197.34 - $237.68 $11.6K - $14K
1.39K $313K
UPS
United Parcel Service Inc

Industrials
-92
- 4.84%
$123.32 - $147.38 $11.3K - $13.6K
1.81K $246K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-454
- 11.08%
$83.76 - $91.82 $38K - $41.7K
3.64K $332K
C
Citigroup Inc

Financial Services
-109
- 3.07%
$56.11 - $67.61 $6.12K - $7.37K
3.44K $215K
MBB
Ishares Tr

ETFs
-891
- 4.38%
$90.85 - $96.66 $80.9K - $86.1K
19.4K $1.86M
ESS
Essex Property Trust, Inc.

Real Estate
-9
- 1.09%
$272.82 - $272.82 $2.46K - $2.46K
814 $222K
AAPU
Direxion Shs ETF Tr Daily Aapl
-1.18K
- 2.11%
N/A
54.9K $0
GGLL
Direxion Shs ETF Tr Daily Goog
-291
- 2.03%
N/A
14K $0
Kenvue Inc
-995
- 8.39%
N/A
10.9K $0
Bank Montreal Medium
-3.23K
- 48.74%
N/A
3.39K $0
MSFU
Direxion Shs ETF Tr Daily Msft
-1.09K
- 2.83%
N/A
37.5K $0
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
-169
- 4.6%
$63.28 - $70.06 $10.7K - $11.8K
3.5K $245K
Activity Summary
Buys All Purchases 59 New Holdings 11 Increased Positions 48 Sells All Sells 139 Reductions 139 Sold out 0 Options Calls 0 Puts 0
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