True Private Wealth Advisors ETFs

True Private Wealth Advisors

$779 Million
Q4 2024

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
SPIB Spdr Portfolio Intermediate Te	$0	$823,000 0.11% of portfolio	25,135	Q4 2024 New
ERX Direxion Daily Energy Bull 2 X	$0	$814,000 0.1% of portfolio	14,621	Q4 2024 Added 0.82%
IWF Ishares Russell 1000 Gr ETF	$0	$809,000 0.1% of portfolio	2,015	Q3 2024 Reduced 5.18%
SPEM Spdr Ser Tr Fds Spdr Portfolio	$0	$799,000 0.1% of portfolio	20,834	Q4 2024 New
TQQQ Proshares Ultrapro Qqq	$0	$773,000 0.1% of portfolio	9,770	Q4 2024 Added 0.34%
VCSH Vanguard Sht Term Corp Bd ETF	$0	$773,000 0.1% of portfolio	9,914	Q4 2024 New
DYNF Blackrock ETF Tr U S Equity Fa	$0	$741,000 0.1% of portfolio	14,466	Q4 2024 Reduced 64.71%
VUG Vanguard Growth ETF	$0	$724,000 0.09% of portfolio	1,766	Q4 2024 Reduced 0.17%
EFV Msci Eafe Value ETF	$0	$720,000 0.09% of portfolio	13,736	Q4 2024 Reduced 56.62%
IWB Ishares Tr Russell 1000 ETF	$0	$698,000 0.09% of portfolio	2,169	Q3 2024 Reduced 24.9%
EFG Msci Eafe Growth ETF	$0	$682,000 0.09% of portfolio	7,046	Q4 2024 Reduced 55.64%
TIP Ishares Tr Tips Bd ETF	$0	$640,000 0.08% of portfolio	6,011	Q4 2024 Reduced 0.05%
LQD Ishares Iboxx $ Investment Gra	$0	$558,000 0.07% of portfolio	5,224	Q4 2024 Reduced 14.84%
ARKF Ark ETF Tr Fintech Innovation	$0	$534,000 0.07% of portfolio	14,423	Q4 2024 New
GCOW Pacer Fds Tr Global Cash Cows	$0	$512,000 0.07% of portfolio	15,200	Q4 2024 Reduced 5.29%
IYE Ishares Tr	$0	$487,000 0.06% of portfolio	10,699	Q3 2024 Reduced 0.01%
IYG Ishares Tr	$0	$482,000 0.06% of portfolio	6,207	Q1 2024 Added 157.77%
BIL Spdr Bloomberg 1 3 Month T Bil	$0	$470,000 0.06% of portfolio	5,142	Q4 2024 New
QQQM Invesco Exchange Traded Fd Tr	$0	$435,000 0.06% of portfolio	2,067	Q4 2024 Added 65.23%
AOK Ishares Tr Core Conservative A	$0	$424,000 0.05% of portfolio	11,380	Q1 2024 Added 6.48%
AMLP Alps ETF Tr Alerian Mlp ETF	$0	$421,000 0.05% of portfolio	8,761	Q4 2024 Added 1.28%
IUSG Ishares Core S&P U.S Growth Et	$0	$420,000 0.05% of portfolio	3,018	Q4 2024 Reduced 0.72%
IUSV Ishares Core S&P U.S. Value Et	$0	$411,000 0.05% of portfolio	4,442	Q4 2024 Reduced 0.63%
DGRO Ishares Core Dividend Growth E	$0	$391,000 0.05% of portfolio	6,386	Q4 2024 Added 1.72%
FPE First Tr Pfd Secs & Income ETF	$0	$374,000 0.05% of portfolio	21,162	Q4 2024 Added 1.08%
MUB Ishares National Muni Bond ETF	$0	$357,000 0.05% of portfolio	3,357	Q4 2024 Reduced 8.23%
VGSH Vanguard	$0	$341,000 0.04% of portfolio	5,872	Q4 2024 New
IWY Ishares Tr Russell 200 Growth	$0	$333,000 0.04% of portfolio	1,416	Q4 2024 Added 0.14%
VIGI Vanguard Whitehall Fds Intl Di	$0	$324,000 0.04% of portfolio	4,054	Q4 2023 New
USMV Ishares Msci Usa Min Vol Facto	$0	$323,000 0.04% of portfolio	3,641	Q4 2024 Reduced 0.05%
SCHX Schwab Strategic Tr Us Large C	$0	$323,000 0.04% of portfolio	13,950	Q4 2024 Added 200.0%
XLK Technology Sector Spdr	$0	$319,000 0.04% of portfolio	1,376	Q4 2024 Reduced 1.01%
VTWV Vanguard Russell 2000 Value Et	$0	$305,000 0.04% of portfolio	2,110	Q4 2024 Added 4.98%
IGV Ishares Expanded Tech Software	$0	$293,000 0.04% of portfolio	2,929	Q4 2024 Reduced 1.68%
SMMD Ishares Tr Russell 2500 ETF	$0	$293,000 0.04% of portfolio	4,317	Q4 2024 Reduced 0.71%
IEI Ishares Barclays 3 7 Yr Treas	$0	$290,000 0.04% of portfolio	2,517	Q3 2024 New
CWB Spdr Bloomberg Convertible Sec	$0	$286,000 0.04% of portfolio	3,672	Q4 2024 Reduced 0.38%
VXUS Vanguard Star Fd Vanguard Tota	$0	$261,000 0.03% of portfolio	4,435	Q4 2024 Added 2.47%
DIV Global X Superdividend Us ETF	$0	$257,000 0.03% of portfolio	14,983	Q4 2024 New
SPTM Spdr Portfolio S&P 1500 Compos	$0	$250,000 0.03% of portfolio	3,505	Q4 2024 Added 0.11%
SHM Spdr Nuveen Bloomberg Short Te	$0	$250,000 0.03% of portfolio	5,289	Q4 2024 Reduced 22.46%
GOVT Ishares U.S. Treasury Bond ETF	$0	$225,000 0.03% of portfolio	9,803	Q4 2024 Reduced 38.47%
DFEN Direxion Shs ETF Tr Daily Aero	$0	$221,000 0.03% of portfolio	8,042	Q4 2024 Added 25.32%
VYMI Vanguard Whitehall Fds Intl Hi	$0	$200,000 0.03% of portfolio	2,951	Q4 2024 New
PDBC Invesco Act Mge Et Cmdt Fd Tr	$0	$153,000 0.02% of portfolio	11,780	Q4 2024 New

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