The Analysis of TRUE Private Wealth Advisors's Holdings
Currently, TRUE Private Wealth Advisors holds 264 types of securities in its portfolio with a total value $980.2M. In the most recent quarter, they have increased their positions in VXX (+622.9K shares, valued at $20.7M), IVW (+92.3K shares, valued at $11.1M), IXUS (+52.2K shares, valued at $4.3M); decreased their positions in ONEQ (-34.8K shares, valued at $3.1M), SMIZ (-78.4K shares, valued at $2.9M), ARKK (-15.7K shares, valued at $1.4M); initiated new positions in VXX (+622.9K shares, valued at $20.7M), ULST (+68.4K shares, valued at $2.8M), SYZ (+99.6K shares, valued at $2.5M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
IXUS ISHARES TR698.0K shares8.09%2025-09-302025-11-14
IBTH ISHARES TR2.0M shares-0.22%2025-09-302025-11-14 IBIE ISHARES TR1.6M shares0.09%2025-09-302025-11-14 IBTJ ISHARES TR2.0M shares0.76%2025-09-302025-11-14 IBTL ISHARES TR1.9M shares0.99%2025-09-302025-11-14 IBIG ISHARES TR1.5M shares-0.43%2025-09-302025-11-14 RSP INVESCO EXCHANGE TRADED FD T206.9K shares-1.81%2025-09-302025-11-14 EMXC ISHARES INC573.4K shares6.16%2025-09-302025-11-14 ITOT ISHARES TR229.2K shares-2.58%2025-09-302025-11-14 IEUR ISHARES TR484.4K shares14.59%2025-09-302025-11-14 FDL FIRST TR EXCHANGE-TRADED FD751.4K shares-1.32%2025-09-302025-11-14 AAPL APPLE INC107.5K shares-0.30%2025-09-302025-11-14 SMIZ ZACKS TRUST594.6K shares-11.65%2025-09-302025-11-14 VXX BARCLAYS BANK PLC622.9K sharesnew addition2025-09-302025-11-14 COMT ISHARES U S ETF TR672.8K shares3.88%2025-09-302025-11-14 CLOI VANECK ETF TRUST336.5K shares-6.73%2025-09-302025-11-14 MSFT MICROSOFT CORP32.4K shares-0.95%2025-09-302025-11-14 AMLP ALPS ETF TR348.3K shares5.43%2025-09-302025-11-14 IWM ISHARES TR65.8K shares-1.85%2025-09-302025-11-14 VGT VANGUARD WORLD FD19.1K shares-4.07%2025-09-302025-11-14 IVW ISHARES TR107.8K shares597.24%2025-09-302025-11-14 NVDA NVIDIA CORPORATION69.4K shares0.51%2025-09-302025-11-14 SCHD SCHWAB STRATEGIC TR463.4K shares7.09%2025-09-302025-11-14 AMZN AMAZON COM INC45.3K shares-1.60%2025-09-302025-11-14 ZECP ZACKS TRUST267.5K shares-2.01%2025-09-302025-11-14 AOR ISHARES TR121.8K shares3.92%2025-09-302025-11-14 VOO VANGUARD INDEX FDS12.0K shares-1.78%2025-09-302025-11-14 JPM JPMORGAN CHASE & CO.22.0K shares-5.61%2025-09-302025-11-14 NVDL GRANITESHARES ETF TR68.6K shares-2.71%2025-09-302025-11-14 ABBV ABBVIE INC27.0K shares1.44%2025-09-302025-11-14 BRK.B BERKSHIRE HATHAWAY INC DEL12.1K shares0.05%2025-09-302025-11-14 JNJ JOHNSON & JOHNSON32.3K shares3.76%2025-09-302025-11-14 LLY ELI LILLY & CO7.4K shares0.37%2025-09-302025-11-14 GLD SPDR GOLD TR15.6K shares5.00%2025-09-302025-11-14 CVX CHEVRON CORP NEW33.5K shares-0.92%2025-09-302025-11-14 COST COSTCO WHSL CORP NEW5.2K shares-1.22%2025-09-302025-11-14 GS GOLDMAN SACHS GROUP INC6.0K shares-13.45%2025-09-302025-11-14 GOOGL ALPHABET INC19.3K shares5.64%2025-09-302025-11-14 XOM EXXON MOBIL CORP40.3K shares2.40%2025-09-302025-11-14 SOXX ISHARES TR15.9K shares36.31%2025-09-302025-11-14 URI UNITED RENTALS INC4.3K shares-10.30%2025-09-302025-11-14 EMR EMERSON ELEC CO29.3K shares-7.11%2025-09-302025-11-14 SPAB SPDR SERIES TRUST147.9K shares3.19%2025-09-302025-11-14 MMM 3M CO24.3K shares1.05%2025-09-302025-11-14 USB US BANCORP DEL77.5K shares1.18%2025-09-302025-11-14 IWD ISHARES TR18.2K shares-3.11%2025-09-302025-11-14 ARKK ARK ETF TR41.5K shares-27.48%2025-09-302025-11-14 IEFA ISHARES TR40.7K shares2.70%2025-09-302025-11-14 IJH ISHARES TR53.6K shares-4.04%2025-09-302025-11-14 MU MICRON TECHNOLOGY INC20.2K shares-0.75%2025-09-302025-11-14 PEP PEPSICO INC24.0K shares-1.20%2025-09-302025-11-14 GOOG ALPHABET INC13.6K shares9.00%2025-09-302025-11-14 ARKF ARK ETF TR57.1K shares94.07%2025-09-302025-11-14 SPDW SPDR INDEX SHS FDS74.8K shares9.81%2025-09-302025-11-14 BROS DUTCH BROS INC60.5K shares-1.41%2025-09-302025-11-14 IVV ISHARES TR4.6K shares-2.03%2025-09-302025-11-14 TSLA TESLA INC6.3K shares-2.18%2025-09-302025-11-14 ULST SSGA ACTIVE ETF TR68.4K sharesnew addition2025-09-302025-11-14 IAU ISHARES GOLD TR36.9K shares-0.98%2025-09-302025-11-14 CWB SPDR SERIES TRUST29.0K shares-8.25%2025-09-302025-11-14 VZ VERIZON COMMUNICATIONS INC58.4K shares0.93%2025-09-302025-11-14 VYM VANGUARD WHITEHALL FDS18.1K shares-6.42%2025-09-302025-11-14 FNGU BANK MONTREAL QUE86.7K shares-4.37%2025-09-302025-11-14 SYZ LAZARD ACTIVE ETF TR99.6K sharesnew addition2025-09-302025-11-14 AOM ISHARES TR52.3K shares-10.66%2025-09-302025-11-14 IVE ISHARES TR11.8K shares1.88%2025-09-302025-11-14 AGZ ISHARES TR21.6K shares-11.99%2025-09-302025-11-14 SMOT VANECK ETF TRUST65.5K shares-25.39%2025-09-302025-11-14 QQQ INVESCO QQQ TR3.9K shares-5.91%2025-09-302025-11-14 IYW ISHARES TR11.6K shares54.06%2025-09-302025-11-14 SDY SPDR SERIES TRUST16.2K sharesnew addition2025-09-302025-11-14 META META PLATFORMS INC3.0K shares-9.34%2025-09-302025-11-14 IEMG ISHARES INC33.2K shares5.61%2025-09-302025-11-14 TECL DIREXION SHS ETF TR17.4K shares-0.77%2025-09-302025-11-14 IJR ISHARES TR17.7K shares-8.32%2025-09-302025-11-14 IBM INTERNATIONAL BUSINESS MACHS7.2K shares6.93%2025-09-302025-11-14 MSFU DIREXION SHS ETF TR38.2K shares-0.47%2025-09-302025-11-14 GBTC GRAYSCALE BITCOIN TRUST ETF22.2K shares1.37%2025-09-302025-11-14 PFF ISHARES TR59.0K shares-11.81%2025-09-302025-11-14 WFC WELLS FARGO CO NEW22.2K shares8.45%2025-09-302025-11-14 AMZU DIREXION SHS ETF TR53.5K shares1.29%2025-09-302025-11-14 FLOT ISHARES TR36.1K shares-36.23%2025-09-302025-11-14 FBL GRANITESHARES ETF TR41.7K shares-0.25%2025-09-302025-11-14 SHY ISHARES TR21.2K shares-4.14%2025-09-302025-11-14 AAPU DIREXION SHS ETF TR53.5K shares-7.25%2025-09-302025-11-14 PFE PFIZER INC66.3K shares5.66%2025-09-302025-11-14 HEFA ISHARES TR42.1K shares5.73%2025-09-302025-11-14 SPIB SPDR SERIES TRUST46.9K shares7.32%2025-09-302025-11-14 VMBS VANGUARD SCOTTSDALE FDS32.9K shares-0.87%2025-09-302025-11-14 MS MORGAN STANLEY9.5K shares0.25%2025-09-302025-11-14 RTX RTX CORPORATION8.8K shares0.12%2025-09-302025-11-14 GCOW PACER FDS TR37.3K shares31.95%2025-09-302025-11-14 EZU ISHARES INC23.8K sharesnew addition2025-09-302025-11-14 V VISA INC4.2K shares2.27%2025-09-302025-11-14 PANW PALO ALTO NETWORKS INC7.1K shares-1.24%2025-09-302025-11-14 BA BOEING CO6.7K shares1.45%2025-09-302025-11-14 CRM SALESFORCE INC6.0K shares-0.36%2025-09-302025-11-14 SPEM SPDR INDEX SHS FDS29.6K shares6.07%2025-09-302025-11-14 ICOW PACER FDS TR37.7K shares-12.76%2025-09-302025-11-14 VBR VANGUARD INDEX FDS6.3K shares-3.35%2025-09-302025-11-14 BITB BITWISE BITCOIN ETF TR21.2K shares-0.44%2025-09-302025-11-14 FTNT FORTINET INC15.6K shares-3.54%2025-09-302025-11-14 UNH UNITEDHEALTH GROUP INC3.7K shares138.72%2025-09-302025-11-14 JAAA JANUS DETROIT STR TR25.2K shares371.15%2025-09-302025-11-14 VTV VANGUARD INDEX FDS6.8K shares-0.28%2025-09-302025-11-14 KEY KEYCORP63.2K shares-1.17%2025-09-302025-11-14 PLTU DIREXION SHS ETF TR11.4K sharesnew addition2025-09-302025-11-14 AVGO BROADCOM INC3.5K shares-1.35%2025-09-302025-11-14 NKE NIKE INC16.4K shares-8.08%2025-09-302025-11-14 CAT CATERPILLAR INC2.4K shares-11.54%2025-09-302025-11-14 PG PROCTER AND GAMBLE CO7.2K shares1.20%2025-09-302025-11-14 FEZ SPDR INDEX SHS FDS15.9K sharesnew addition2025-09-302025-11-14 VONV VANGUARD SCOTTSDALE FDS11.1K shares-3.08%2025-09-302025-11-14 PM PHILIP MORRIS INTL INC6.1K shares-0.25%2025-09-302025-11-14 CSCO CISCO SYS INC14.4K shares-11.77%2025-09-302025-11-14 VCSH VANGUARD SCOTTSDALE FDS12.2K shares44.77%2025-09-302025-11-14 TSLL DIREXION SHS ETF TR45.2K shares3.00%2025-09-302025-11-14 TQQQ PROSHARES TR9.2K shares-7.92%2025-09-302025-11-14 NFLX NETFLIX INC790 shares-1.50%2025-09-302025-11-14 IWF ISHARES TR2.0K shares0.00%2025-09-302025-11-14 AOA ISHARES TR10.4K shares-18.92%2025-09-302025-11-14 BIL SPDR SERIES TRUST9.7K shares-41.65%2025-09-302025-11-14 GGLL DIREXION SHS ETF TR13.8K shares1.02%2025-09-302025-11-14 BAC BANK AMERICA CORP16.4K shares0.42%2025-09-302025-11-14 VUG VANGUARD INDEX FDS1.7K shares0.00%2025-09-302025-11-14 BX BLACKSTONE INC4.8K shares0.00%2025-09-302025-11-14 VXUS VANGUARD STAR FDS10.9K shares56.18%2025-09-302025-11-14 PLTR PALANTIR TECHNOLOGIES INC4.2K shares27.71%2025-09-302025-11-14 BRK.A BERKSHIRE HATHAWAY INC DEL1 shares0.00%2025-09-302025-11-14 ABT ABBOTT LABS5.2K shares-0.90%2025-09-302025-11-14 GROZ ZACKS TRUST22.5K shares-27.58%2025-09-302025-11-14 VGSH VANGUARD SCOTTSDALE FDS11.2K shares-4.87%2025-09-302025-11-14 KR KROGER CO9.7K shares-3.32%2025-09-302025-11-14 IWB ISHARES TR1.8K shares0.00%2025-09-302025-11-14 KO COCA COLA CO9.6K shares27.18%2025-09-302025-11-14 ERX DIREXION SHS ETF TR11.1K shares-14.49%2025-09-302025-11-14 MRK MERCK & CO INC7.4K shares6.64%2025-09-302025-11-14 LRCX LAM RESEARCH CORP4.6K shares0.64%2025-09-302025-11-14 ZS ZSCALER INC2.0K shares0.46%2025-09-302025-11-14 ALK ALASKA AIR GROUP INC11.9K shares-11.46%2025-09-302025-11-14 ORCL ORACLE CORP2.1K shares-11.43%2025-09-302025-11-14 DFEN DIREXION SHS ETF TR8.4K shares5.06%2025-09-302025-11-14 MCD MCDONALDS CORP1.9K shares16.23%2025-09-302025-11-14 HD HOME DEPOT INC1.4K shares3.36%2025-09-302025-11-14 LPX LOUISIANA PAC CORP6.3K shares0.00%2025-09-302025-11-14 IYG ISHARES TR6.2K shares0.00%2025-09-302025-11-14 TIP ISHARES TR5.0K shares-16.28%2025-09-302025-11-14 CRWD CROWDSTRIKE HLDGS INC1.1K shares0.90%2025-09-302025-11-14 SNTH TIDAL TRUST III18.1K shares80.86%2025-09-302025-11-14 BABA ALIBABA GROUP HLDG LTD3.0K shares0.84%2025-09-302025-11-14 SBUX STARBUCKS CORP6.3K shares-0.06%2025-09-302025-11-14 NWN NORTHWEST NAT HLDG CO11.9K shares-0.01%2025-09-302025-11-14 T AT&T INC18.6K shares10.52%2025-09-302025-11-14 KMB KIMBERLY-CLARK CORP4.2K shares0.00%2025-09-302025-11-14 WMT WALMART INC5.0K shares-2.07%2025-09-302025-11-14 AMD ADVANCED MICRO DEVICES INC3.2K shares7.89%2025-09-302025-11-14 IYE ISHARES TR10.7K shares-0.01%2025-09-302025-11-14 AOK ISHARES TR12.7K shares11.24%2025-09-302025-11-14 ABNB AIRBNB INC4.1K shares-6.82%2025-09-302025-11-14 LQD ISHARES TR4.5K shares-11.89%2025-09-302025-11-14 IUSG ISHARES TR3.0K shares0.00%2025-09-302025-11-14 MA MASTERCARD INCORPORATED832 shares8.76%2025-09-302025-11-14 LOW LOWES COS INC1.8K shares0.43%2025-09-302025-11-14 RDVY FIRST TR EXCHANGE TRADED FD6.9K sharesnew addition2025-09-302025-11-14 MO ALTRIA GROUP INC7.0K shares8.50%2025-09-302025-11-14 TMFC RBB FD INC6.6K shares-0.02%2025-09-302025-11-14 GRNY TIDAL TRUST I18.5K shares3.62%2025-09-302025-11-14 BMY BRISTOL-MYERS SQUIBB CO10.1K shares-8.20%2025-09-302025-11-14 SMR NUSCALE PWR CORP12.6K shares-4.45%2025-09-302025-11-14 QCOM QUALCOMM INC2.7K shares8.87%2025-09-302025-11-14 DUK DUKE ENERGY CORP NEW3.6K shares0.17%2025-09-302025-11-14 DIS DISNEY WALT CO3.9K shares1.71%2025-09-302025-11-14 IUSV ISHARES TR4.4K shares0.11%2025-09-302025-11-14 SHW SHERWIN WILLIAMS CO1.3K shares0.00%2025-09-302025-11-14 DGRO ISHARES TR6.2K shares-7.73%2025-09-302025-11-14 RBLX ROBLOX CORP3.0K shares-17.67%2025-09-302025-11-14 HON HONEYWELL INTL INC1.9K shares2.34%2025-09-302025-11-14 BTCL WORLD FDS TR7.2K shares17.43%2025-09-302025-11-14 MRVL MARVELL TECHNOLOGY INC4.8K shares-2.51%2025-09-302025-11-14 GE GE AEROSPACE1.3K shares0.91%2025-09-302025-11-14 FPE FIRST TR EXCH TRADED FD III21.9K shares1.11%2025-09-302025-11-14 EFA ISHARES TR4.3K shares5.28%2025-09-302025-11-14 IUSB ISHARES TR8.4K shares-17.16%2025-09-302025-11-14 IWY ISHARES TR1.4K shares0.07%2025-09-302025-11-14 ETHE GRAYSCALE ETHEREUM TRUST ETF11.3K sharesnew addition2025-09-302025-11-14 F FORD MTR CO31.5K shares0.60%2025-09-302025-11-14 VIGI VANGUARD WHITEHALL FDS4.1K shares0.00%2025-09-302025-11-14 CEG CONSTELLATION ENERGY CORP1.1K shares0.00%2025-09-302025-11-14 QUAL ISHARES TR1.8K shares-3.76%2025-09-302025-11-14 GEV GE VERNOVA INC564 shares44.62%2025-09-302025-11-14 SCHX SCHWAB STRATEGIC TR13.2K shares-5.73%2025-09-302025-11-14 STGW STAGWELL INC61.0K shares0.00%2025-09-302025-11-14 COLB COLUMBIA BKG SYS INC13.3K shares1.49%2025-09-302025-11-14 MOAT VANECK ETF TRUST3.5K shares-25.97%2025-09-302025-11-14 IGV ISHARES TR2.9K shares-46.74%2025-09-302025-11-14 ISRG INTUITIVE SURGICAL INC744 shares-0.53%2025-09-302025-11-14 WY WEYERHAEUSER CO MTN BE13.4K shares-0.24%2025-09-302025-11-14 CWT CALIFORNIA WTR SVC GROUP7.2K shares0.00%2025-09-302025-11-14 VRTX VERTEX PHARMACEUTICALS INC840 shares-11.11%2025-09-302025-11-14 A AGILENT TECHNOLOGIES INC2.5K shares0.00%2025-09-302025-11-14 SMMD ISHARES TR4.3K shares0.00%2025-09-302025-11-14 ATS ATS CORPORATION12.1K shares0.00%2025-09-302025-11-14 DE DEERE & CO688 shares-7.53%2025-09-302025-11-14 USMV ISHARES TR3.3K shares-3.44%2025-09-302025-11-14 PYPL PAYPAL HLDGS INC4.6K shares-6.08%2025-09-302025-11-14 C CITIGROUP INC3.1K shares3.34%2025-09-302025-11-14 AZO AUTOZONE INC72 shares24.14%2025-09-302025-11-14 IRM IRON MTN INC DEL3.0K shares0.37%2025-09-302025-11-14 LIN LINDE PLC638 sharesnew addition2025-09-302025-11-14 VTWV VANGUARD SCOTTSDALE FDS1.9K shares-0.93%2025-09-302025-11-14 MUB ISHARES TR2.8K shares0.00%2025-09-302025-11-14 ARKB ARK 21SHARES BITCOIN ETF7.8K shares13.04%2025-09-302025-11-14 SYK STRYKER CORPORATION799 shares-0.50%2025-09-302025-11-14 INTC INTEL CORP8.8K shares-4.24%2025-09-302025-11-14 VYMI VANGUARD WHITEHALL FDS3.4K sharesnew addition2025-09-302025-11-14 MOS MOSAIC CO NEW8.3K shares0.00%2025-09-302025-11-14 MSTR STRATEGY INC894 shares-0.33%2025-09-302025-11-14 SMTC SEMTECH CORP4.0K sharesnew addition2025-09-302025-11-14 TT TRANE TECHNOLOGIES PLC666 shares0.00%2025-09-302025-11-14 EFV ISHARES TR4.1K shares2.96%2025-09-302025-11-14 OKLO OKLO INC2.4K sharesnew addition2025-09-302025-11-14 AON AON PLC746 shares0.00%2025-09-302025-11-14 BTC GRAYSCALE BITCOIN MINI TR ET5.2K shares23.70%2025-09-302025-11-14 CMCSA COMCAST CORP NEW8.4K shares-7.09%2025-09-302025-11-14 SPTM SPDR SERIES TRUST3.3K shares0.09%2025-09-302025-11-14 MTUM ISHARES TR1.0K shares0.10%2025-09-302025-11-14 ITA ISHARES TR1.2K shares3.52%2025-09-302025-11-14 TDY TELEDYNE TECHNOLOGIES INC439 shares-0.90%2025-09-302025-11-14 SCHW SCHWAB CHARLES CORP2.6K shares-5.16%2025-09-302025-11-14 AMPL AMPLITUDE INC23.6K shares0.00%2025-09-302025-11-14 TSLR GRANITESHARES ETF TR7.4K sharesnew addition2025-09-302025-11-14 MET METLIFE INC3.0K shares-3.41%2025-09-302025-11-14 FBTC FIDELITY WISE ORIGIN BITCOIN2.5K sharesnew addition2025-09-302025-11-14 IJS ISHARES TR2.2K sharesnew addition2025-09-302025-11-14 GRMN GARMIN LTD991 shares0.00%2025-09-302025-11-14 VGK VANGUARD INTL EQUITY INDEX F3.1K shares0.23%2025-09-302025-11-14 PSA PUBLIC STORAGE OPER CO823 shares2.36%2025-09-302025-11-14 TXN TEXAS INSTRS INC1.3K shares0.47%2025-09-302025-11-14 PAYX PAYCHEX INC1.8K shares0.00%2025-09-302025-11-14 PDBC INVESCO ACTVELY MNGD ETC FD17.0K shares-9.67%2025-09-302025-11-14 KMI KINDER MORGAN INC DEL8.1K shares0.00%2025-09-302025-11-14 IDV ISHARES TR6.2K shares0.03%2025-09-302025-11-14 EFG ISHARES TR2.0K shares-32.52%2025-09-302025-11-14 NVO NOVO-NORDISK A S4.0K shares-21.10%2025-09-302025-11-14 AMGN AMGEN INC784 shares0.00%2025-09-302025-11-14 AMAT APPLIED MATLS INC1.1K sharesnew addition2025-09-302025-11-14 EEM ISHARES TR4.1K sharesnew addition2025-09-302025-11-14 KEYS KEYSIGHT TECHNOLOGIES INC1.2K shares0.00%2025-09-302025-11-14 RING ISHARES INC3.4K sharesnew addition2025-09-302025-11-14 FI FISERV INC1.7K shares-6.11%2025-09-302025-11-14 ONEQ FIDELITY COMWLTH TR2.4K shares-93.54%2025-09-302025-11-14 CRDO CREDO TECHNOLOGY GROUP HOLDI1.5K sharesnew addition2025-09-302025-11-14 SPHB INVESCO EXCH TRADED FD TR II1.9K shares-77.02%2025-09-302025-11-14 GILD GILEAD SCIENCES INC1.9K shares0.00%2025-09-302025-11-14 SNAP SNAP INC27.0K shares-40.37%2025-09-302025-11-14 XLK SELECT SECTOR SPDR TR724 sharesnew addition2025-09-302025-11-14 NVDU DIREXION SHS ETF TR1.6K sharesnew addition2025-09-302025-11-14 TSM TAIWAN SEMICONDUCTOR MFG LTD729 sharesnew addition2025-09-302025-11-14 MDLZ MONDELEZ INTL INC3.2K shares-0.67%2025-09-302025-11-14 VV VANGUARD INDEX FDS657 sharesnew addition2025-09-302025-11-14 KVUE KENVUE INC10.6K shares-3.78%2025-09-302025-11-14 DNP DNP SELECT INCOME FD INC10.3K shares1.33%2025-09-302025-11-14 NNVC NANOVIRICIDES INC10.0K sharesnew addition2025-09-302025-11-14 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available