True Wealth Advisors, LLC Purchases and Sells in Q4 2024

True Wealth Advisors, LLC

$262 Million
Q4 2024

Top Buys

Incresed Positions

96 operations

Stock	Shares change	Price Range	Shares Held	Trade History
QQQ	1.32K + 7.12%	$481.22 - $538.17 $637K - $712K	19.9K $10.2M
UCON	46.4K + 41.71%	$24.55 - $25.16 $1.14M - $1.17M	158K $3.89M
DRSK	43.3K + 17.54%	$27.43 - $28.44 $1.19M - $1.23M	290K $7.95M
SPY	305 + 0.67%	$567.81 - $607.81 $173K - $185K	45.9K $26.9M
CVX	3.7K + 46.83%	$141.15 - $162.53 $522K - $601K	11.6K $1.68M
FBND	15.4K + 15.62%	$44.87 - $46.86 $692K - $723K	114K $5.13M

New Holdings

23 operations

Stock	Shares change	Price Range	Shares Held	Trade History
BRK-B	1.5K New	$442.29 - $483.08 $664K - $726K	1.5K $680K
PLTR	7.7K New	$36.46 - $82.38 $281K - $634K	7.7K $582K
GE	3.27K New	$159.95 - $194.23 $523K - $635K	3.27K $544K
JCI	6.54K New	$74.23 - $86.6 $486K - $567K	6.54K $516K
UBER	8.47K New	$59.93 - $86.34 $508K - $731K	8.47K $510K
VST	3.54K New	$115.74 - $166.61 $409K - $589K	3.54K $487K

Top Sells

Reduced Positions

77 operations

Stock	Shares change	Price Range	Shares Held	Trade History
ACIO	-130K - 26.04%	$39.5 - $41.38 $5.13M - $5.37M	369K $14.8M
RSP	-12.6K - 56.49%	$174.22 - $187.62 $2.19M - $2.36M	9.67K $1.69M
SPAB	-49K - 24.06%	$24.94 - $26.14 $1.22M - $1.28M	155K $3.86M
FRDM	-8.1K - 5.71%	$32.68 - $36.28 $265K - $294K	134K $4.38M
IGRO	-1.39K - 1.96%	$67.76 - $74.48 $94.4K - $104K	69.8K $4.74M
OSCV	-12.5K - 18.03%	$36.89 - $40.88 $460K - $510K	56.7K $2.1M

Activity Summary All Purchases 119 New Holdings 23 Increased Positions 96 All Sells 77 Reductions 77 Sold out 0 Calls 0 Puts 0

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