True Wealth Advisors, LLC Sells in Q4 2024

True Wealth Advisors, LLC

  • $262 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
ACIO
ETF Ser Solutions Aptus Collar

ETFs
-130K
- 26.04%
$39.5 - $41.38 $5.13M - $5.37M
369K $14.8M
RSP
Invesco S&P 500 Equal Weight E

ETFs
-12.6K
- 56.49%
$174.22 - $187.62 $2.19M - $2.36M
9.67K $1.69M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
-49K
- 24.06%
$24.94 - $26.14 $1.22M - $1.28M
155K $3.86M
FRDM
Ea Ser Tr Freedom 100 Emerging

ETFs
-8.1K
- 5.71%
$32.68 - $36.28 $265K - $294K
134K $4.38M
IGRO
Ishares Tr International Divid

ETFs
-1.39K
- 1.96%
$67.76 - $74.48 $94.4K - $104K
69.8K $4.74M
OSCV
Opus Small Cap Value ETF

ETFs
-12.5K
- 18.03%
$36.89 - $40.88 $460K - $510K
56.7K $2.1M
PFF
Ishares Trust Ishares Pfd And

ETFs
-9.95K
- 20.21%
$31.23 - $33.51 $311K - $334K
39.3K $1.24M
JEPI
J P Morgan Exchange Traded Fd

ETFs
-4.36K
- 7.58%
$57.53 - $60.83 $251K - $265K
53.2K $3.06M
CAT
Caterpillar Inc

Industrials
-869
- 52.44%
$360.37 - $416.88 $313K - $362K
788 $285K
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
-6.86K
- 25.59%
$42.84 - $45.38 $294K - $311K
20K $857K
SO
Southern CO

Utilities
-123
- 0.3%
$81.5 - $94.15 $10K - $11.6K
40.9K $3.37M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
-4.99K
- 1.94%
$35.45 - $40.33 $177K - $201K
252K $9.02M
EMR
Emerson Electric CO

Industrials
-3.1K
- 55.59%
$108.13 - $134.33 $335K - $417K
2.48K $306K
AXP
American Express CO

Financial Services
-1.1K
- 57.37%
$267.35 - $305.57 $293K - $335K
815 $241K
META
Meta Platforms, Inc.

Communication Services
-484
- 44.81%
$554.08 - $632.68 $268K - $306K
596 $351K
XLU
Utilities Sector Spdr

ETFs
-2.76K
- 31.73%
$74.89 - $82.93 $207K - $229K
5.95K $449K
VEA
Vanguard Ftse Developed Market

ETFs
-2.6K
- 15.32%
$47.57 - $52.44 $124K - $136K
14.4K $687K
SPIB
Spdr Portfolio Intermediate Te

ETFs
-3.4K
- 4.31%
$32.65 - $33.68 $111K - $114K
75.5K $2.47M
FEM
First Trust Emerging Markets A

ETFs
-6.83K
- 42.44%
$22.03 - $24.21 $151K - $165K
9.27K $204K
PFE
Pfizer Inc

Healthcare
-4.99K
- 26.71%
$24.8 - $30.19 $124K - $151K
13.7K $363K
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
-1.24K
- 0.62%
$40.97 - $42.66 $50.7K - $52.8K
198K $8.21M
ROP
Roper Technologies Inc

Industrials
-139
- 5.22%
$519.85 - $575.95 $72.3K - $80.1K
2.53K $1.31M
XLV
Select Sector Spdr Fund Health

ETFs
-649
- 14.74%
$136.28 - $154.74 $88.4K - $100K
3.76K $516K
XOM
Exxon Mobil Corp

Energy
-182
- 1.35%
$105.51 - $125.37 $19.2K - $22.8K
13.3K $1.43M
JNJ
Johnson & Johnson

Healthcare
-485
- 10.65%
$143.34 - $165.86 $69.5K - $80.4K
4.07K $588K
NVDA
Nvidia Corp

Technology
-1.89K
- 22.16%
$117.0 - $148.88 $221K - $281K
6.63K $890K
JPM
Jpmorgan Chase & CO

Financial Services
-1.37K
- 21.24%
$205.18 - $250.29 $282K - $344K
5.09K $1.22M
PFFD
Global X Fds U S Pfd ETF (De)

ETFs
-3.58K
- 7.53%
$19.47 - $20.95 $69.8K - $75.1K
44K $858K
VTV
Vanguard Value ETF

ETFs
-592
- 11.92%
$168.32 - $181.87 $99.6K - $108K
4.37K $740K
XLB
Select Sector Spdr Fd Material

ETFs
-712
- 17.07%
$83.8 - $97.58 $59.7K - $69.5K
3.46K $291K
MDIV
First Trust Multi Asset Divers

ETFs
-4.25K
- 5.61%
$15.95 - $16.94 $67.8K - $72K
71.5K $1.15M
LOW
Lowes Companies Inc

Consumer Cyclical
-10
- 0.25%
$244.52 - $284.07 $2.45K - $2.84K
3.99K $984K
VUG
Vanguard Growth ETF

ETFs
-318
- 18.69%
$378.79 - $428.11 $120K - $136K
1.38K $567K
LMT
Lockheed Martin Corp

Industrials
-17
- 2.16%
$479.66 - $614.62 $8.15K - $10.4K
771 $374K
GSEW
Goldman Sachs Tr Eql Weight Us

ETFs
-1.06K
- 25.22%
$76.72 - $82.83 $81.2K - $87.7K
3.14K $242K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-607
- 25.02%
$113.92 - $127.38 $69.1K - $77.3K
1.82K $209K
GD
General Dynamics Corp

Industrials
-27
- 1.62%
$260.28 - $314.03 $7.03K - $8.48K
1.64K $431K
WMB
Williams Companies, Inc.

Energy
-6.21K
- 19.87%
$46.37 - $59.74 $288K - $371K
25K $1.35M
GILD
Gilead Sciences, Inc.

Healthcare
-1.1K
- 28.92%
$83.95 - $97.9 $92.3K - $108K
2.7K $249K
IBM
International Business Machines Corp

Technology
-257
- 5.17%
$204.9 - $238.04 $52.7K - $61.2K
4.71K $1.04M
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
-567
- 3.76%
$47.77 - $51.75 $27.1K - $29.3K
14.5K $700K
FANG
Diamondback Energy, Inc.

Energy
-178
- 5.86%
$153.06 - $199.5 $27.2K - $35.5K
2.86K $468K
AAPL
Apple Inc.

Technology
-1.07K
- 8.63%
$221.69 - $259.02 $237K - $277K
11.3K $2.83M
VO
Vanguard Mid Cap ETF

ETFs
-139
- 2.6%
$261.5 - $284.63 $36.3K - $39.6K
5.21K $1.38M
MCD
Mcdonalds Corp

Consumer Cyclical
-36
- 2.63%
$288.47 - $316.54 $10.4K - $11.4K
1.33K $386K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-150
- 5.23%
$96.64 - $101.23 $14.5K - $15.2K
2.72K $263K
BNDX
Vanguard Total International B

ETFs
-128
- 1.2%
$48.91 - $50.61 $6.26K - $6.48K
10.5K $516K
VB
Vanguard Small Cap ETF

ETFs
-107
- 5.33%
$233.76 - $261.58 $25K - $28K
1.9K $457K
ETN
Eaton Corp PLC

Industrials
-58
- 3.28%
$326.96 - $377.52 $19K - $21.9K
1.71K $566K
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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