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
WAB
Westinghouse Air Brake Technologies Corp

Industrials
Q1 2021 Filed on May 19, 2021
2
$72.06 - $83.7 $144 - $167
UNP
Union Pacific Corp

Industrials
Q1 2021 Filed on May 19, 2021
309
$194.33 - $222.98 $60K - $68.9K
IWS
Ishares Russell Midcap Value E

ETFs
Q1 2021 Filed on May 19, 2021
24
$95.27 - $111.97 $2.29K - $2.69K
IWP
Ishares Russell Mid Cap Growth

ETFs
Q1 2021 Filed on May 19, 2021
30
$96.94 - $112.05 $2.91K - $3.36K
MSI
Motorola Solutions, Inc.

Technology
Q1 2021 Filed on May 19, 2021
5
$166.61 - $189.6 $833 - $948
VOD
Vodafone Group Public LTD CO

Communication Services
Q1 2021 Filed on May 19, 2021
2,300
$16.93 - $19.44 $38.9K - $44.7K
UPS
United Parcel Service Inc

Industrials
Q1 2021 Filed on May 19, 2021
478
$155.0 - $169.99 $74.1K - $81.3K
TFC
Truist Financial Corp

Financial Services
Q1 2021 Filed on May 19, 2021
816
$47.18 - $60.17 $38.5K - $49.1K
CSCO
Cisco Systems, Inc.

Technology
Q1 2021 Filed on May 19, 2021
1,126
$43.96 - $52.57 $49.5K - $59.2K
DNP
Dnp Select Income Fund Inc

Financial Services
Q1 2021 Filed on May 19, 2021
900
$9.8 - $10.62 $8.82K - $9.56K
KO
Coca Cola CO

Consumer Defensive
Q1 2021 Filed on May 19, 2021
2,415
$48.15 - $53.85 $116K - $130K
SYK
Stryker Corp

Healthcare
Q1 2021 Filed on May 19, 2021
9
$221.01 - $248.82 $1.99K - $2.24K
XRX
Xerox Holdings Corp

Technology
Q1 2021 Filed on May 19, 2021
25
$20.75 - $26.91 $519 - $673
TXN
Texas Instruments Inc

Technology
Q1 2021 Filed on May 19, 2021
181
$162.11 - $188.99 $29.3K - $34.2K
MCHP
Microchip Technology Inc

Technology
Q1 2021 Filed on May 19, 2021
448
$66.52 - $81.53 $29.8K - $36.5K
TREX
Trex CO Inc

Industrials
Q1 2021 Filed on May 19, 2021
94
$82.34 - $106.28 $7.74K - $9.99K
Seagate Technology PLC
Q1 2021 Filed on May 19, 2021
700
N/A
ADX
Adams Diversified Equity Fund, Inc.

Financial Services
Q1 2021 Filed on May 19, 2021
5,326
$17.03 - $18.26 $90.7K - $97.3K
MMP
Magellan Midstream Partners, L.P.

Energy
Q1 2021 Filed on May 19, 2021
2,400
$40.34 - $46.52 $96.8K - $112K
NUV
Nuveen Municipal Value Fund Inc

Financial Services
Q1 2021 Filed on May 19, 2021
1,000
$10.93 - $11.76 $10.9K - $11.8K
BIDU
Baidu, Inc.

Communication Services
Q1 2021 Filed on May 19, 2021
100
$203.97 - $339.91 $20.4K - $34K
EGHT
8 X8 Inc

Technology
Q1 2021 Filed on May 19, 2021
900
$30.99 - $38.13 $27.9K - $34.3K
ICE
Intercontinental Exchange, Inc.

Financial Services
Q1 2021 Filed on May 19, 2021
190
$109.35 - $117.86 $20.8K - $22.4K
RSG
Republic Services, Inc.

Industrials
Q1 2021 Filed on May 19, 2021
623
$88.96 - $101.29 $55.4K - $63.1K
NXP
Nuveen Select Tax Free Income Portfolio

Financial Services
Q1 2021 Filed on May 19, 2021
285
$16.5 - $18.49 $4.7K - $5.27K
Marvell Technology Group LTD
Q1 2021 Filed on May 19, 2021
530
N/A
RIO
Rio Tinto PLC

Basic Materials
Q1 2021 Filed on May 19, 2021
156
$74.3 - $91.71 $11.6K - $14.3K
PKG
Packaging Corp Of America

Consumer Cyclical
Q1 2021 Filed on May 19, 2021
14
$128.93 - $147.23 $1.81K - $2.06K
TD
Toronto Dominion Bank

Financial Services
Q1 2021 Filed on May 19, 2021
122
$56.26 - $66.31 $6.86K - $8.09K
SEE
Sealed Air Corp

Consumer Cyclical
Q1 2021 Filed on May 19, 2021
125
$41.9 - $47.36 $5.24K - $5.92K
NGG
National Grid PLC

Utilities
Q1 2021 Filed on May 19, 2021
193
$55.89 - $60.82 $10.8K - $11.7K
PSI
Invesco Exchange Traded Fd Tr

ETFs
Q1 2021 Filed on May 19, 2021
167
$34.98 - $42.83 $5.84K - $7.15K
RDS-A
Shell PLC

Energy
Q1 2021 Filed on May 19, 2021
250
$34.63 - $43.02 $8.66K - $10.8K
EVT
Eaton Vance Tax Advantaged Dividend Income Fund

Financial Services
Q1 2021 Filed on May 19, 2021
1,231
$23.01 - $26.44 $28.3K - $32.5K
Royal Dutch Shell PLC
Q1 2021 Filed on May 19, 2021
9
N/A
VPU
Vanguard Utilities ETF

ETFs
Q1 2021 Filed on May 19, 2021
93
$128.27 - $140.64 $11.9K - $13.1K
PARA
Paramount Global

Communication Services
Q1 2021 Filed on May 19, 2021
842
$36.6 - $100.34 $30.8K - $84.5K
DBC
Invesco Db Commodity Index Tracking Fund

ETFs
Q1 2021 Filed on May 19, 2021
500
$14.62 - $17.5 $7.31K - $8.75K
ZBRA
Zebra Technologies Corp

Technology
Q1 2021 Filed on May 19, 2021
31
$378.13 - $512.69 $11.7K - $15.9K
MPWR
Monolithic Power Systems Inc

Technology
Q1 2021 Filed on May 19, 2021
18
$302.05 - $403.18 $5.44K - $7.26K
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
Q1 2021 Filed on May 19, 2021
125
$129.36 - $173.99 $16.2K - $21.7K
VIS
Vanguard Industrial ETF

ETFs
Q1 2021 Filed on May 19, 2021
110
$164.98 - $189.86 $18.1K - $20.9K
MA
Mastercard Inc

Financial Services
Q1 2021 Filed on May 19, 2021
23
$315.49 - $384.38 $7.26K - $8.84K
BIO
Bio Rad Laboratories, Inc.

Healthcare
Q1 2021 Filed on May 19, 2021
19
$547.01 - $662.35 $10.4K - $12.6K
IHI
Ishares Tr Dow Jones Us Medica

ETFs
Q1 2021 Filed on May 19, 2021
100
$52.97 - $58.45 $5.3K - $5.85K
ICLR
Icon PLC

Healthcare
Q1 2021 Filed on May 19, 2021
29
$171.87 - $220.96 $4.98K - $6.41K
RY
Royal Bank Of Canada

Financial Services
Q1 2021 Filed on May 19, 2021
88
$80.87 - $93.73 $7.12K - $8.25K
ENB
Enbridge Inc

Energy
Q1 2021 Filed on May 19, 2021
1,104
$31.97 - $37.2 $35.3K - $41.1K
ANSS
Ansys Inc

Technology
Q1 2021 Filed on May 19, 2021
19
$293.55 - $403.6 $5.58K - $7.67K
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