True Wealth Advisors, LLC Purchases in Q4 2025

True Wealth Advisors, LLC

  • $307 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
FBND
Fidelity Merrimack Str Tr Tota

ETFs
274K
+ 156.44%
$46.2 - $46.85 $12.6M - $12.8M
449K $20.8M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
104K
New
$54.27 - $56.85 $5.66M - $5.93M
104K $5.85M
QQQ
Invesco Qqq Trust, Series 1

ETFs
2.96K
+ 19.06%
$589.5 - $635.77 $1.74M - $1.88M
18.5K $11.2M
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
19.2K
+ 5.92%
$46.45 - $49.01 $893K - $942K
344K $16.6M
XLE
Energy Sector Spdr

ETFs
8.39K
+ 98.72%
$85.22 - $92.02 $715K - $772K
16.9K $1.55M
DRSK
ETF Ser Solutions Aptus Define

ETFs
24.4K
+ 6.05%
$28.98 - $29.71 $706K - $724K
427K $12.4M
IGRO
Ishares Tr International Divid

ETFs
6.88K
+ 8.79%
$78.71 - $81.58 $541K - $561K
85K $6.9M
XLK
Technology Sector Spdr

ETFs
2.28K
+ 96.45%
$278.39 - $304.13 $635K - $694K
4.65K $1.34M
XLU
Utilities Sector Spdr

ETFs
6.8K
+ 93.48%
$87.89 - $92.9 $597K - $632K
14.1K $1.25M
FRDM
Ea Ser Tr Freedom 100 Emerging

ETFs
3.07K
+ 2.23%
$43.89 - $49.2 $135K - $151K
141K $6.7M
MINO
Pimco ETF Tr Municipal Income

ETFs
11.4K
New
$45.17 - $45.79 $516K - $523K
11.4K $520K
HII
Huntington Ingalls Industries, Inc.

Industrials
1.45K
New
$280.02 - $324.19 $406K - $470K
1.45K $455K
IVE
Ishares S&P 500 Value ETF

ETFs
2.06K
+ 45.96%
$202.52 - $212.07 $417K - $437K
6.54K $1.37M
PWR
Quanta Services, Inc.

Industrials
997
New
$412.21 - $453.83 $411K - $452K
997 $428K
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
793
New
$506.07 - $566.91 $401K - $450K
793 $419K
FTGC
First Trust Global Tactical CO

ETFs
15.2K
New
$25.56 - $27.34 $388K - $415K
15.2K $408K
PH
Parker Hannifin Corp

Industrials
490
New
$716.66 - $857.93 $351K - $420K
490 $407K
COP
Conocophillips

Energy
4.59K
New
$85.66 - $95.46 $393K - $438K
4.59K $407K
CSX
Csx Corp

Industrials
11.6K
+ 185.36%
$34.88 - $36.67 $405K - $426K
17.9K $623K
CGDV
Capital Group Divid Value ETF

ETFs
8.43K
New
$41.33 - $43.47 $348K - $367K
8.43K $361K
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
2.16K
New
$149.52 - $158.91 $323K - $343K
2.16K $329K
FLMI
Franklin Dynamic Municipal Bon

ETFs
11.5K
+ 44.07%
$24.67 - $25.04 $284K - $289K
37.7K $937K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
460
+ 6.25%
$454.87 - $482.76 $209K - $222K
7.82K $3.69M
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
3.01K
+ 47.34%
$93.79 - $100.35 $282K - $302K
9.35K $880K
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
7.5K
+ 18.43%
$33.05 - $33.87 $248K - $254K
48.2K $1.62M
APP
App Lovin Corp

Technology
438
New
$552.64 - $704.09 $242K - $308K
438 $244K
FISV
Fiserv Inc

Technology
1.84K
+ 108.62%
N/A
3.53K $442K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
873
New
$245.79 - $258.02 $215K - $225K
873 $214K
PEP
Pepsico Inc

Consumer Defensive
1.42K
New
$138.84 - $153.71 $197K - $218K
1.42K $209K
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
300
New
$557.73 - $694.99 $167K - $208K
300 $208K
SLB
Schlumberger Limited

Energy
5.49K
New
$31.72 - $37.61 $174K - $207K
5.49K $202K
MRK
Merck & Co., Inc.

Healthcare
2.15K
New
$82.49 - $92.93 $177K - $200K
2.15K $199K
IEMG
Ishares Inc

ETFs
3.68K
New
N/A
3.68K $197K
AXP
American Express CO

Financial Services
571
New
$316.26 - $372.77 $181K - $213K
571 $194K
IBD
Northern Lts Fd Tr Iv Inspire

ETFs
7.95K
+ 9.43%
$23.98 - $24.37 $191K - $194K
92.2K $2.22M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
8.64K
+ 3.27%
$36.47 - $38.19 $315K - $330K
273K $10.2M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
2.18K
+ 4.39%
$55.63 - $58.98 $121K - $129K
51.8K $3.04M
LUV
Southwest Airlines CO

Industrials
5.28K
New
$29.67 - $34.68 $157K - $183K
5.28K $173K
OEF
Ishares S&P 100 ETF

ETFs
629
New
N/A
629 $167K
RF
Regions Financial Corp

Financial Services
8.23K
+ 24.45%
$23.35 - $26.39 $192K - $217K
41.9K $1.05M
PFE
Pfizer Inc

Healthcare
6.26K
+ 57.83%
$24.23 - $27.37 $152K - $171K
17.1K $428K
DBEM
Xtrackers Msci Emerging Market

ETFs
3.19K
+ 6.73%
$30.22 - $32.45 $96.3K - $103K
50.5K $1.61M
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
2.02K
+ 47.73%
$74.62 - $78.21 $151K - $158K
6.26K $467K
SJNK
Spdr Bloomberg Short Term High

ETFs
7.67K
+ 5.1%
$25.2 - $25.57 $193K - $196K
158K $3.99M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
1.8K
+ 4.21%
$56.33 - $59.22 $101K - $106K
44.5K $2.57M
CGCP
Capital Group Core Plus Income

ETFs
5.07K
+ 12.46%
$22.64 - $22.98 $115K - $116K
45.7K $1.04M
FMB
First Tr Exchange Traded Fd Ii

ETFs
1.86K
+ 29.32%
$50.75 - $51.37 $94.6K - $95.8K
8.22K $420K
IYF
Ishares Tr

ETFs
782
+ 32.95%
$120.85 - $126.31 $94.5K - $98.8K
3.16K $390K
TPLC
Timothy Plan U S Large/Mid Cap

ETFs
2.9K
+ 7.84%
$44.97 - $46.55 $130K - $135K
39.9K $1.8M
Activity Summary
Buys All Purchases 111 New Holdings 28 Increased Positions 83 Sells All Sells 110 Reductions 110 Sold out 0 Options Calls 0 Puts 0
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