Tru Independence Asset Management 2, LLC Closed Holding Positions

Tru Independence Asset Management 2, LLC

  • $116 Million
  • Q1 2025
Stock Closed Quarter Shares Sold Price Range Trade History
KMI
Kinder Morgan, Inc.

Energy
Q1 2021 Filed on May 19, 2021
984
$13.56 - $16.8 $13.3K - $16.5K
PPL
Ppl Corp

Utilities
Q1 2021 Filed on May 19, 2021
1,981
$26.19 - $29.69 $51.9K - $58.8K
M
Macy'S, Inc.

Consumer Cyclical
Q1 2021 Filed on May 19, 2021
186
$11.22 - $20.76 $2.09K - $3.86K
EA
Electronic Arts Inc.

Communication Services
Q1 2021 Filed on May 19, 2021
20
$127.21 - $148.97 $2.54K - $2.98K
RSP
Invesco S&P 500 Equal Weight E

ETFs
Q1 2021 Filed on May 19, 2021
539
$125.7 - $142.8 $67.8K - $77K
CB
Chubb LTD

Financial Services
Q1 2021 Filed on May 19, 2021
6
$145.1 - $175.05 $871 - $1.05K
ECL
Ecolab Inc.

Basic Materials
Q1 2021 Filed on May 19, 2021
109
$204.51 - $225.74 $22.3K - $24.6K
AWK
American Water Works Company, Inc.

Utilities
Q1 2021 Filed on May 19, 2021
434
$132.13 - $165.01 $57.3K - $71.6K
ALL
Allstate Corp

Financial Services
Q1 2021 Filed on May 19, 2021
400
$103.21 - $117.27 $41.3K - $46.9K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
Q1 2021 Filed on May 19, 2021
58
$107.6 - $121.88 $6.24K - $7.07K
Maxim Integrated Prods Inc
Q1 2021 Filed on May 19, 2021
35
N/A
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
Q1 2021 Filed on May 19, 2021
360
$299.81 - $331.66 $108K - $119K
WM
Waste Management Inc

Industrials
Q1 2021 Filed on May 19, 2021
721
$109.92 - $130.34 $79.3K - $94K
TXT
Textron Inc

Industrials
Q1 2021 Filed on May 19, 2021
2,936
$45.26 - $56.08 $133K - $165K
OI
O I Glass, Inc.

Consumer Cyclical
Q1 2021 Filed on May 19, 2021
275
$11.48 - $14.85 $3.16K - $4.08K
DUK
Duke Energy Corp

Utilities
Q1 2021 Filed on May 19, 2021
759
$85.59 - $97.58 $65K - $74.1K
CSX
Csx Corp

Industrials
Q1 2021 Filed on May 19, 2021
115
$27.96 - $32.55 $3.22K - $3.74K
TER
Teradyne, Inc

Technology
Q1 2021 Filed on May 19, 2021
80
$104.2 - $143.64 $8.34K - $11.5K
IDU
Ishares Tr U S Utils ETF

ETFs
Q1 2021 Filed on May 19, 2021
886
$72.46 - $79.63 $64.2K - $70.6K
AMGN
Amgen Inc

Healthcare
Q1 2021 Filed on May 19, 2021
256
$221.91 - $258.6 $56.8K - $66.2K
ABT
Abbott Laboratories

Healthcare
Q1 2021 Filed on May 19, 2021
585
$108.84 - $128.23 $63.7K - $75K
AMD
Advanced Micro Devices Inc

Technology
Q1 2021 Filed on May 19, 2021
163
$73.96 - $97.25 $12.1K - $15.9K
CAG
Conagra Brands Inc.

Consumer Defensive
Q1 2021 Filed on May 19, 2021
61
$32.91 - $38.69 $2.01K - $2.36K
MO
Altria Group, Inc.

Consumer Defensive
Q1 2021 Filed on May 19, 2021
600
$40.76 - $52.5 $24.5K - $31.5K
GSK
Gsk PLC

Healthcare
Q1 2021 Filed on May 19, 2021
2,036
$34.27 - $40.01 $69.8K - $81.5K
INTC
Intel Corp

Technology
Q1 2021 Filed on May 19, 2021
2,086
$49.67 - $65.78 $104K - $137K
KEY
Keycorp

Financial Services
Q1 2021 Filed on May 19, 2021
885
$16.29 - $21.54 $14.4K - $19.1K
SHW
Sherwin Williams CO

Basic Materials
Q1 2021 Filed on May 19, 2021
23
$219.85 - $253.01 $5.06K - $5.82K
LSI
Life Storage, Inc.

Real Estate
Q1 2021 Filed on May 19, 2021
80
$76.43 - $88.71 $6.11K - $7.1K
OKE
Oneok Inc

Energy
Q1 2021 Filed on May 19, 2021
520
$37.5 - $51.6 $19.5K - $26.8K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
Q1 2021 Filed on May 19, 2021
400
$84.81 - $105.35 $33.9K - $42.1K
IJK
Ishares S&P Midcap 400 Growth

ETFs
Q1 2021 Filed on May 19, 2021
800
$71.22 - $80.18 $57K - $64.1K
IJS
Ishares S&P Smallcap 600 Value

ETFs
Q1 2021 Filed on May 19, 2021
20
$80.37 - $107.94 $1.61K - $2.16K
IJT
Ishares S&P Small Cap 600 Grow

ETFs
Q1 2021 Filed on May 19, 2021
12
$113.22 - $134.41 $1.36K - $1.61K
IVE
Ishares S&P 500 Value ETF

ETFs
Q1 2021 Filed on May 19, 2021
37
$125.98 - $142.4 $4.66K - $5.27K
IVW
Ishares S&P 500 Growth ETF

ETFs
Q1 2021 Filed on May 19, 2021
72
$61.43 - $67.25 $4.42K - $4.84K
IWM
Ishares Russell 2000 ETF

ETFs
Q1 2021 Filed on May 19, 2021
23
$193.5 - $234.42 $4.45K - $5.39K
XLU
Utilities Sector Spdr

ETFs
Q1 2021 Filed on May 19, 2021
100
$58.36 - $64.15 $5.84K - $6.42K
BMY
Bristol Myers Squibb CO

Healthcare
Q1 2021 Filed on May 19, 2021
989
$59.34 - $66.74 $58.7K - $66K
STM
St Microelectronics N.V.

Technology
Q1 2021 Filed on May 19, 2021
700
$33.3 - $42.79 $23.3K - $30K
EXC
Exelon Corp

Utilities
Q1 2021 Filed on May 19, 2021
121
$27.53 - $31.21 $3.33K - $3.78K
LOW
Lowes Companies Inc

Consumer Cyclical
Q1 2021 Filed on May 19, 2021
34
$153.77 - $191.61 $5.23K - $6.51K
IYC
Ishares U.S. Consumer Discreti

ETFs
Q1 2021 Filed on May 19, 2021
540
$68.94 - $76.22 $37.2K - $41.2K
SCHW
Schwab Charles Corp

Financial Services
Q1 2021 Filed on May 19, 2021
167
$51.54 - $67.65 $8.61K - $11.3K
DE
Deere & CO

Industrials
Q1 2021 Filed on May 19, 2021
300
$267.64 - $380.41 $80.3K - $114K
BAC
Bank Of America Corp

Financial Services
Q1 2021 Filed on May 19, 2021
1,200
$29.65 - $38.99 $35.6K - $46.8K
SBUX
Starbucks Corp

Consumer Cyclical
Q1 2021 Filed on May 19, 2021
554
$96.81 - $111.34 $53.6K - $61.7K
AFL
Aflac Inc

Financial Services
Q1 2021 Filed on May 19, 2021
98
$43.19 - $52.14 $4.23K - $5.11K
WST
West Pharmaceutical Services Inc

Healthcare
Q1 2021 Filed on May 19, 2021
31
$257.29 - $307.53 $7.98K - $9.53K
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