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
FXO
First Tr Exchange Traded Fd Fi

ETFs
1.68K
+ 17.4%
$55.79 - $59.43 $93.6K - $99.7K
11.3K $657K
XOM
Exxon Mobil Corp

Energy
134
+ 1.01%
$110.64 - $119.78 $14.8K - $16.1K
13.5K $1.58M
CAT
Caterpillar Inc

Industrials
31
+ 3.82%
$480.82 - $585.49 $14.9K - $18.2K
843 $465K
IUSB
Ishares Core Total Usd Bond Ma

ETFs
1.53K
+ 14.23%
$46.57 - $47.16 $71.4K - $72.3K
12.3K $573K
QQQM
Invesco Exchange Traded Fd Tr

ETFs
173
+ 2.48%
$242.67 - $261.79 $42K - $45.3K
7.14K $1.79M
KR
Kroger CO

Consumer Defensive
1.12K
+ 9.73%
$63.15 - $69.15 $70.5K - $77.2K
12.6K $839K
GLD
Spdr Gold Trust

ETFs
107
+ 9.74%
$354.79 - $403.15 $38K - $43.1K
1.21K $453K
BAC
Bank Of America Corp

Financial Services
1.1K
+ 12.29%
$48.65 - $54.11 $53.4K - $59.4K
10K $516K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
447
+ 1.71%
$76.84 - $80.86 $34.3K - $36.1K
26.6K $2.1M
NGS
Natural Gas Services Group Inc

Energy
225
+ 0.73%
$25.68 - $30.37 $5.78K - $6.83K
30.9K $910K
DUK
Duke Energy Corp

Utilities
350
+ 9.09%
$121.57 - $129.03 $42.5K - $45.2K
4.2K $525K
IVV
Ishares Core S&P 500 ETF

ETFs
55
+ 4.2%
$656.2 - $690.71 $36.1K - $38K
1.37K $922K
SPGI
S&P Global Inc.

Financial Services
74
+ 5.43%
$472.05 - $502.96 $34.9K - $37.2K
1.44K $702K
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
557
+ 12.75%
$57.9 - $61.26 $32.3K - $34.1K
4.93K $295K
FLRT
Pacer Fds Tr Pacific Asset Flt

ETFs
752
+ 4.98%
$47.1 - $47.44 $35.4K - $35.7K
15.9K $751K
VIG
Vanguard Dividend Appreciation

ETFs
193
+ 2.02%
N/A
9.77K $1.78M
WMT
Walmart Inc.

Consumer Defensive
330
+ 1.6%
$101.18 - $109.03 $33.4K - $36K
21K $2.16M
IVW
Ishares S&P 500 Growth ETF

ETFs
253
+ 6.22%
$118.29 - $126.28 $29.9K - $31.9K
4.32K $522K
RTX
Raytheon Technologies Corp

Industrials
65
+ 3.45%
$157.0 - $179.44 $10.2K - $11.7K
1.95K $342K
KO
Coca Cola CO

Consumer Defensive
13
+ 0.25%
$66.1 - $71.61 $859 - $931
5.26K $371K
MBB
Ishares Tr

ETFs
203
+ 9.27%
$94.9 - $96.23 $19.3K - $19.5K
2.39K $227K
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
437
+ 7.04%
$44.38 - $44.96 $19.4K - $19.6K
6.64K $294K
SCHG
Schwab Strategic Tr Us Large C

ETFs
4
+ 0.01%
$31.41 - $33.69 $126 - $135
43.4K $1.4M
AFL
Aflac Inc

Financial Services
3
+ 0.07%
$105.7 - $115.01 $317 - $345
4.24K $485K
TPSC
Timothy Plan U S Sm Cap Core E

ETFs
953
+ 4.74%
$39.83 - $41.72 $38K - $39.8K
21.1K $847K
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
209
+ 3.74%
$49.78 - $50.16 $10.4K - $10.5K
5.8K $289K
MPC
Marathon Petroleum Corp

Energy
1
+ 0.08%
$180.89 - $200.13 $181 - $200
1.28K $255K
EFV
Msci Eafe Value ETF

ETFs
27
+ 0.88%
$66.73 - $70.99 $1.8K - $1.92K
3.11K $218K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1
+ 0.13%
$600.51 - $631.95 $601 - $632
754 $465K
VTI
Vanguard Total Stock Market Et

ETFs
5
+ 0.37%
$321.8 - $337.95 $1.61K - $1.69K
1.35K $445K
IWD
Ishares Russell 1000 Val ETF

ETFs
2
+ 0.06%
$199.44 - $208.01 $399 - $416
3.21K $657K
TT
Trane Technologies PLC

Industrials
19
+ 1.25%
$408.5 - $448.65 $7.76K - $8.52K
1.53K $641K
MCD
Mcdonalds Corp

Consumer Cyclical
4
+ 0.32%
$293.81 - $310.11 $1.18K - $1.24K
1.25K $382K
TDIV
First Trust Nasdaq Technology

ETFs
269
+ 2.87%
$96.0 - $102.5 $25.8K - $27.6K
9.64K $925K
Bitmine Immersion Tecnologie
7.11K
+ 38.48%
N/A
25.6K $0
Capital Group International
5.78K
New
N/A
5.78K $0
Strategy Shs
500
+ 2.99%
N/A
17.2K $0
Tidal Trust I
17.2K
+ 1.31%
N/A
1.32M $0
Tidal Trust Iii
8.07K
New
N/A
8.07K $0
OALC
Unified Ser Tr Oneascent Large
15.2K
+ 15.24%
N/A
115K $0
Calamos ETF Tr
16.2K
New
N/A
16.2K $0
OAIM
Unified Ser Tr Oneascent Intl
284
+ 1.5%
N/A
19.2K $0
CGMU
Capital Group Core Plus Income
9.57K
+ 29.4%
N/A
42.1K $0
Fidelity Covington Trust
5.97K
+ 5.62%
N/A
112K $0
Fidelity Covington Trust
7.23K
New
N/A
7.23K $0
J P Morgan Exchange Traded F
3.1K
+ 24.48%
N/A
15.8K $0
Reddit Inc
2.36K
New
N/A
2.36K $0
ITA
Ishares Tr

ETFs
26
+ 1.62%
$205.04 - $218.9 $5.33K - $5.69K
1.63K $336K
Ge Vernova Inc
427
New
N/A
427 $0
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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