True Private Wealth Advisors Sells in Q3 2025

True Private Wealth Advisors

  • $823 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
MDLZ
Mondelez International, Inc.

Consumer Defensive
-22
- 0.67%
$60.9 - $70.75 $1.34K - $1.56K
3.25K $202K
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
-1.82K
- 9.67%
$12.9 - $13.59 $23.5K - $24.8K
17K $228K
ABT
Abbott Laboratories

Healthcare
-47
- 0.9%
$120.51 - $136.62 $5.66K - $6.42K
5.16K $691K
FISV
Fiserv Inc

Technology
-109
- 6.11%
N/A
1.68K $209K
WY
Weyerhaeuser CO

Real Estate
-32
- 0.24%
$24.1 - $26.83 $771 - $859
13.4K $332K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-117
- 3.44%
$92.18 - $95.14 $10.8K - $11.1K
3.29K $312K
DGRO
Ishares Core Dividend Growth E

ETFs
-521
- 7.73%
$64.12 - $68.08 $33.4K - $35.5K
6.22K $423K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-1.61K
- 8.32%
$108.46 - $120.63 $174K - $194K
17.7K $2.1M
MET
Metlife Inc

Financial Services
-107
- 3.41%
$73.82 - $82.37 $7.9K - $8.81K
3.03K $249K
SCHW
Schwab Charles Corp

Financial Services
-144
- 5.16%
$91.03 - $98.69 $13.1K - $14.2K
2.65K $252K
SMOT
Vaneck ETF Tr Morningstar Smid
-22.3K
- 25.39%
N/A
65.5K $0
Zacks Trust
-78.4K
- 11.65%
N/A
595K $0
Graniteshares ETF Tr
-105
- 0.25%
N/A
41.7K $0
AAPU
Direxion Shs ETF Tr Daily Aapl
-4.18K
- 7.25%
N/A
53.5K $0
MSFU
Direxion Shs ETF Tr Daily Msft
-182
- 0.47%
N/A
38.2K $0
Graniteshares ETF Tr
-1.91K
- 2.71%
N/A
68.6K $0
Ishares Tr
-6.4K
- 0.43%
N/A
1.48M $0
Kenvue Inc
-415
- 3.78%
N/A
10.6K $0
Bitwise Bitcoin ETF Tr
-94
- 0.44%
N/A
21.2K $0
Bank Montreal Que
-3.96K
- 4.37%
N/A
86.7K $0
SCHX
Schwab Strategic Tr Us Large C

ETFs
-800
- 5.73%
$24.46 - $26.5 $19.6K - $21.2K
13.2K $346K
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
-290
- 0.87%
$45.72 - $47.27 $13.3K - $13.7K
32.9K $1.54M
QUAL
Ishares Msci Usa Quality Facto

ETFs
-70
- 3.76%
$182.33 - $194.5 $12.8K - $13.6K
1.79K $348K
CWB
Spdr Bloomberg Convertible Sec

ETFs
-2.61K
- 8.25%
$82.29 - $90.77 $215K - $237K
29K $2.63M
WMT
Walmart Inc.

Consumer Defensive
-106
- 2.07%
$94.4 - $104.27 $10K - $11.1K
5.02K $517K
VONV
Vanguard Russell 1000 Value Et

ETFs
-351
- 3.08%
$84.55 - $89.54 $29.7K - $31.4K
11.1K $988K
MRVL
Marvell Technology, Inc.

Technology
-123
- 2.51%
$62.31 - $84.07 $7.66K - $10.3K
4.77K $401K
IYE
Ishares Tr

ETFs
-1
- 0.01%
$44.83 - $48.91 $44.8 - $48.9
10.7K $508K
VTWV
Vanguard Russell 2000 Value Et

ETFs
-18
- 0.93%
$138.45 - $158.63 $2.49K - $2.86K
1.92K $298K
TDY
Teledyne Technologies Inc

Technology
-4
- 0.9%
$509.51 - $586.04 $2.04K - $2.34K
439 $257K
RBLX
Roblox Corp

Communication Services
-651
- 17.67%
$100.65 - $141.56 $65.5K - $92.2K
3.03K $420K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-2.26K
- 4.04%
$62.09 - $66.51 $140K - $150K
53.7K $3.5M
TMFC
Rbb Rf Inc Motley Fool 100 Ind

ETFs
-1
- 0.02%
$63.92 - $70.83 $63.9 - $70.8
6.56K $462K
VBR
Vanguard Small Cap Value ETF

ETFs
-219
- 3.35%
$195.41 - $212.37 $42.8K - $46.5K
6.31K $1.32M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-245
- 5.91%
$546.99 - $602.2 $134K - $148K
3.9K $2.34M
IWD
Ishares Russell 1000 Val ETF

ETFs
-585
- 3.11%
$192.76 - $203.86 $113K - $119K
18.2K $3.71M
VTV
Vanguard Value ETF

ETFs
-19
- 0.28%
$175.51 - $186.57 $3.33K - $3.54K
6.77K $1.26M
NWN
Northwest Natural Holding CO

Utilities
-1
- 0.01%
$39.48 - $44.93 $39.5 - $44.9
11.9K $536K
KEY
Keycorp

Financial Services
-745
- 1.17%
$17.37 - $19.39 $12.9K - $14.4K
63.2K $1.18M
ORCL
Oracle Corp

Technology
-269
- 11.43%
$218.96 - $328.33 $58.9K - $88.3K
2.09K $586K
INTC
Intel Corp

Technology
-388
- 4.24%
$19.31 - $35.5 $7.49K - $13.8K
8.76K $293K
CAT
Caterpillar Inc

Industrials
-309
- 11.54%
$390.92 - $477.15 $121K - $147K
2.37K $1.13M
TQQQ
Proshares Ultrapro Qqq

ETFs
-791
- 7.92%
$80.89 - $104.72 $64K - $82.8K
9.2K $951K
IVV
Ishares Core S&P 500 ETF

ETFs
-96
- 2.03%
$620.67 - $670.08 $59.6K - $64.3K
4.62K $3.09M
PEP
Pepsico Inc

Consumer Defensive
-292
- 1.2%
$133.81 - $152.16 $39.1K - $44.4K
24K $3.38M
AVGO
Broadcom Inc.

Technology
-48
- 1.35%
$264.74 - $369.57 $12.7K - $17.7K
3.52K $1.16M
JPM
Jpmorgan Chase & CO

Financial Services
-1.31K
- 5.61%
$282.78 - $316.06 $371K - $414K
22K $6.95M
ZECP
Zacks Tr Earnings Constant Por

ETFs
-5.48K
- 2.01%
$31.92 - $33.66 $175K - $184K
267K $8.99M
IAU
Ishares Gold Trust

ETFs
-364
- 0.98%
$61.62 - $72.77 $22.4K - $26.5K
36.9K $2.68M
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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