True Wealth Advisors, LLC New Holdings in Q4 2025

True Wealth Advisors, LLC

  • $307 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
104K
New
$54.27 - $56.85 $5.66M - $5.93M
104K $5.85M
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
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
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
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
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
Reddit Inc
2.36K
New
N/A
2.36K $0
Fidelity Covington Trust
7.23K
New
N/A
7.23K $0
Galaxy Digital Inc.
14.1K
New
N/A
14.1K $0
Smartstop Self Storag Reit I
20.7K
New
N/A
20.7K $0
Ge Vernova Inc
427
New
N/A
427 $0
Calamos ETF Tr
16.2K
New
N/A
16.2K $0
Tidal Trust Iii
8.07K
New
N/A
8.07K $0
Capital Group International
5.78K
New
N/A
5.78K $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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