Tru Independence Asset Management 2, LLC Closed Holding Positions

Tru Independence Asset Management 2, LLC

  • $106 Million
  • Q4 2024
Stock Closed Quarter Shares Sold Price Range Trade History
XLV
Select Sector Spdr Fund Health

ETFs
Q1 2022 Filed on Apr 27, 2022
2,849
$126.55 - $139.44 $361K - $397K
XLK
Technology Sector Spdr

ETFs
Q1 2022 Filed on Apr 27, 2022
5,939
$141.39 - $175.52 $840K - $1.04M
FXB
Invesco Currency Shares British Pound Sterling Trust

ETFs
Q1 2022 Filed on Apr 27, 2022
5,670
$125.08 - $131.94 $709K - $748K
IWB
Ishares Tr Russell 1000 ETF

ETFs
Q1 2022 Filed on Apr 27, 2022
868
$230.48 - $266.11 $200K - $231K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
Q1 2022 Filed on Apr 27, 2022
10,708
$51.44 - $54.88 $551K - $588K
LIN
Linde PLC

Basic Materials
Q1 2022 Filed on Apr 27, 2022
1,539
$270.99 - $346.41 $417K - $533K
JEPI
J P Morgan Exchange Traded Fd

ETFs
Q1 2022 Filed on Apr 27, 2022
12,165
$58.11 - $63.04 $707K - $767K
EFA
Ishares Tr Msci Eafe ETF

ETFs
Q1 2022 Filed on Apr 27, 2022
65,022
$66.84 - $79.66 $4.35M - $5.18M
SNOW
Snowflake Inc.

Technology
Q1 2022 Filed on Apr 27, 2022
1,453
$166.75 - $332.01 $242K - $482K
KLAC
Kla Corp

Technology
Q1 2022 Filed on Apr 27, 2022
1,347
$314.14 - $445.0 $423K - $599K
SRET
Global X Fds Superdividend Rei

ETFs
Q1 2022 Filed on Apr 27, 2022
17,497
$26.1 - $28.83 $457K - $504K
GM
General Motors CO

Consumer Cyclical
Q1 2022 Filed on Apr 27, 2022
10,277
$39.83 - $65.74 $409K - $676K
HYD
Vaneck High Yield Muni ETF

ETFs
Q1 2022 Filed on Apr 27, 2022
7,012
$57.28 - $62.28 $402K - $437K
JCI
Johnson Controls International PLC

Industrials
Q1 2022 Filed on Apr 27, 2022
11,756
$60.17 - $80.38 $707K - $945K
HYS
Pimco ETF Tr 1 5 Yr High Yield

ETFs
Q1 2022 Filed on Apr 27, 2022
50,222
$93.87 - $98.74 $4.71M - $4.96M
TSI
Tcw Strategic Income Fund Inc

Financial Services
Q1 2022 Filed on Apr 27, 2022
13,625
$5.03 - $5.74 $68.5K - $78.2K
ADBE
Adobe Inc.

Technology
Q1 2022 Filed on Apr 27, 2022
481
$411.5 - $564.37 $198K - $271K
HON
Honeywell International Inc

Industrials
Q1 2022 Filed on Apr 27, 2022
1,683
$178.96 - $219.43 $301K - $369K
PYPL
Pay Pal Holdings, Inc.

Financial Services
Q4 2021 Filed on Jan 20, 2022
3,315
$179.32 - $271.7 $594K - $901K
IDV
Ishares Tr

ETFs
Q4 2021 Filed on Jan 20, 2022
30,204
$29.77 - $31.71 $899K - $958K
V
Visa Inc.

Financial Services
Q4 2021 Filed on Jan 20, 2022
6,222
$190.16 - $233.88 $1.18M - $1.46M
MDT
Medtronic PLC

Healthcare
Q4 2021 Filed on Jan 20, 2022
15,123
$99.53 - $127.75 $1.51M - $1.93M
MRK
Merck & Co., Inc.

Healthcare
Q4 2021 Filed on Jan 20, 2022
2,953
$72.28 - $90.54 $213K - $267K
XLI
Industrial Sector Spdr

ETFs
Q4 2021 Filed on Jan 20, 2022
2,307
$98.64 - $107.12 $228K - $247K
TQQQ
Proshares Ultrapro Qqq

ETFs
Q4 2021 Filed on Jan 20, 2022
1,720
$59.52 - $88.57 $102K - $152K
NXPI
Nxp Semiconductors N.V.

Technology
Q4 2021 Filed on Jan 20, 2022
1,350
$183.1 - $238.9 $247K - $323K
SYF
Synchrony Financial

Financial Services
Q4 2021 Filed on Jan 20, 2022
5,033
$43.76 - $52.36 $220K - $264K
BA
Boeing CO

Industrials
Q4 2021 Filed on Jan 20, 2022
976
$188.19 - $233.09 $184K - $227K
SE
Sea LTD

Consumer Cyclical
Q4 2021 Filed on Jan 20, 2022
670
$205.68 - $366.99 $138K - $246K
DHI
Horton D R Inc

Consumer Cyclical
Q3 2021 Filed on Nov 05, 2021
4,743
$83.97 - $98.45 $398K - $467K
TDY
Teledyne Technologies Inc

Technology
Q3 2021 Filed on Nov 05, 2021
1,414
$418.06 - $463.38 $591K - $655K
LVS
Las Vegas Sands Corp

Consumer Cyclical
Q3 2021 Filed on Nov 05, 2021
11,182
$35.59 - $53.13 $398K - $594K
WIX
Wix.Com Ltd.

Technology
Q3 2021 Filed on Nov 05, 2021
1,395
$193.88 - $304.71 $270K - $425K
JD
Jd.Com, Inc.

Consumer Cyclical
Q3 2021 Filed on Nov 05, 2021
6,065
$62.19 - $83.24 $377K - $505K
WDC
Western Digital Corp

Technology
Q3 2021 Filed on Nov 05, 2021
2,834
$55.47 - $70.89 $157K - $201K
EBAY
Ebay Inc

Consumer Cyclical
Q3 2021 Filed on Nov 05, 2021
6,465
$65.35 - $77.55 $422K - $501K
XLB
Select Sector Spdr Fd Material

ETFs
Q3 2021 Filed on Nov 05, 2021
22,800
$79.11 - $86.51 $1.8M - $1.97M
EMR
Emerson Electric CO

Industrials
Q3 2021 Filed on Nov 05, 2021
4,666
$93.71 - $105.7 $437K - $493K
BST
Black Rock Science & Technology Trust

Financial Services
Q3 2021 Filed on Nov 05, 2021
3,450
$51.84 - $59.51 $179K - $205K
TDG
Trans Digm Group Inc

Industrials
Q3 2021 Filed on Nov 05, 2021
887
$585.02 - $661.44 $519K - $587K
General Electric CO
Q3 2021 Filed on Nov 05, 2021
57,062
N/A
TEL
Te Connectivity Ltd.

Technology
Q3 2021 Filed on Nov 05, 2021
3,481
$132.38 - $153.44 $461K - $534K
NCR
Ncr Corp

Technology
Q3 2021 Filed on Nov 05, 2021
17,173
$37.53 - $47.59 $645K - $817K
CI
Cigna Corp

Healthcare
Q3 2021 Filed on Nov 05, 2021
2,787
$200.16 - $238.3 $558K - $664K
RLGT
Radiant Logistics, Inc

Industrials
Q3 2021 Filed on Nov 05, 2021
114,461
$6.06 - $7.02 $694K - $804K
SYY
Sysco Corp

Consumer Defensive
Q3 2021 Filed on Nov 05, 2021
7,704
$70.47 - $81.66 $543K - $629K
XLC
Select Sector Spdr Tr Communic

ETFs
Q3 2021 Filed on Nov 05, 2021
28,498
$79.63 - $86.05 $2.27M - $2.45M
C
Citigroup Inc

Financial Services
Q3 2021 Filed on Nov 05, 2021
8,692
$65.08 - $74.3 $566K - $646K
BMEZ
Black Rock Health Sciences Trust Ii

ETFs
Q3 2021 Filed on Nov 05, 2021
42,639
$26.65 - $29.87 $1.14M - $1.27M
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