True Wealth Advisors, LLC Reduced Holdings in Q4 2024

True Wealth Advisors, LLC

  • $262 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IWD
Ishares Russell 1000 Val ETF

ETFs
-18
- 0.57%
$183.23 - $199.79 $3.3K - $3.6K
3.13K $579K
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
-288
- 5.74%
$48.48 - $49.47 $14K - $14.2K
4.73K $230K
FSIG
First Tr ETF Iv LTD Duration I
-710
- 6.35%
$18.8 - $19.23 $13.3K - $13.7K
10.5K $197K
FTA
First Tr Large Cap Value

ETFs
-45
- 1.07%
$75.21 - $83.49 $3.38K - $3.76K
4.17K $318K
PGR
Progressive Corp

Financial Services
-1
- 0.11%
$239.6 - $268.88 $240 - $269
869 $208K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
-8
- 0.17%
$69.58 - $74.87 $557 - $599
4.76K $333K
MUB
Ishares National Muni Bond ETF

ETFs
-41
- 2.09%
$105.78 - $108.7 $4.34K - $4.46K
1.92K $204K
VTI
Vanguard Total Stock Market Et

ETFs
-60
- 4.37%
$280.04 - $302.45 $16.8K - $18.1K
1.31K $380K
MGC
Vanguard Mega Cap ETF

ETFs
-181
- 3.45%
$204.21 - $220.18 $37K - $39.9K
5.06K $1.08M
XLK
Technology Sector Spdr

ETFs
-92
- 3.67%
$220.26 - $241.44 $20.3K - $22.2K
2.42K $562K
GLD
Spdr Gold Trust

ETFs
-3
- 0.3%
$236.59 - $257.5 $710 - $773
985 $238K
VIG
Vanguard Dividend Appreciation

ETFs
-1
- 0.01%
N/A
9.83K $1.79M
CGSD
Capital Grp Core Plus Income E
-5.95K
- 34.22%
N/A
11.4K $0
TBIL
Rbb Fd Inc Us Treas 3 Month Bi
-4.09K
- 17.99%
N/A
18.6K $0
JUCY
ETF Ser Solutions Aptus Enhanc
-20.1K
- 27.56%
N/A
52.7K $0
Linde PLC
-6
- 0.83%
N/A
721 $0
BAC
Bank Of America Corp

Financial Services
-821
- 8.61%
$39.22 - $47.77 $32.2K - $39.2K
8.72K $383K
MO
Altria Group, Inc.

Consumer Defensive
-2
- 0.04%
$49.06 - $57.74 $98.1 - $115
5.41K $282K
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
-15
- 0.31%
$49.03 - $53.35 $735 - $800
4.84K $247K
IYF
Ishares Tr

ETFs
-15
- 0.63%
$102.7 - $119.05 $1.54K - $1.79K
2.37K $262K
GL
Globe Life Inc.

Financial Services
-435
- 3.31%
$103.49 - $116.02 $45K - $50.5K
12.7K $1.42M
V
Visa Inc.

Financial Services
-3
- 0.37%
$273.87 - $320.91 $822 - $963
799 $252K
HON
Honeywell International Inc

Industrials
-48
- 2.0%
$202.84 - $236.0 $9.74K - $11.3K
2.35K $530K
CSCO
Cisco Systems, Inc.

Technology
-5
- 0.06%
$52.45 - $60.02 $262 - $300
8.09K $478K
KMI
Kinder Morgan, Inc.

Energy
-14
- 0.03%
$22.59 - $28.54 $316 - $400
47.2K $1.29M
TSLA
Tesla, Inc.

Consumer Cyclical
-1.02K
- 20.77%
$213.65 - $479.86 $219K - $491K
3.9K $1.58M
Activity Summary
Buys All Purchases 119 New Holdings 23 Increased Positions 96 Sells All Sells 77 Reductions 77 Sold out 0 Options Calls 0 Puts 0
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