Tru Independence LLC Incresed Positions in Q4 2024

Tru Independence LLC

  • $310 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
LYB
Lyondell Basell Industries N.V.

Basic Materials
23.9K
+ 46.71%
$72.97 - $96.75 $1.74M - $2.31M
75.1K $5.58M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
8.6K
+ 2.8%
$33.92 - $36.6 $292K - $315K
316K $10.9M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
16.7K
+ 6.73%
$44.87 - $46.86 $750K - $783K
265K $11.9M
FTGC
First Trust Global Tactical CO

ETFs
8.2K
+ 7.01%
$23.23 - $24.25 $190K - $199K
125K $2.99M
HISF
First Tr Exc Traded Fd Iv High

ETFs
4.13K
+ 7.87%
$43.73 - $45.64 $181K - $189K
56.6K $2.48M
GOOGL
Alphabet Inc.

Communication Services
316
+ 22.87%
$161.86 - $196.66 $51.1K - $62.1K
1.7K $321K
COF
Capital One Financial Corp

Financial Services
4
+ 0.13%
$145.19 - $192.01 $581 - $768
3.11K $554K
GOOG
Alphabet Inc.

Communication Services
141
+ 5.44%
$163.08 - $198.16 $23K - $27.9K
2.74K $520K
XLY
Select Sector Spdr Consumer Di

ETFs
5
+ 0.17%
$194.8 - $239.43 $974 - $1.2K
3.01K $675K
SPY
Spdr S&P 500 ETF Trust

ETFs
76
+ 3.89%
$567.81 - $607.81 $43.2K - $46.2K
2.03K $1.19M
IVW
Ishares S&P 500 Growth ETF

ETFs
4
+ 0.07%
$94.43 - $105.47 $378 - $422
6.11K $620K
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
324
+ 7.86%
$73.49 - $86.09 $23.8K - $27.9K
4.45K $342K
VFH
Vanguard Financial ETF

ETFs
37
+ 1.03%
$108.87 - $126.2 $4.03K - $4.67K
3.64K $430K
VUG
Vanguard Growth ETF

ETFs
1
+ 0.11%
$378.79 - $428.11 $379 - $428
922 $378K
CGUS
Capital Group Core Equity ETF
277
+ 2.22%
$33.96 - $36.24 $9.41K - $10K
12.8K $445K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
3
+ 0.08%
$58.39 - $67.04 $175 - $201
3.63K $230K
DFAU
Dimensional ETF Tr

ETFs
31
+ 0.31%
$39.27 - $42.38 $1.22K - $1.31K
9.9K $400K
TFC
Truist Financial Corp

Financial Services
46
+ 0.63%
$41.51 - $48.1 $1.91K - $2.21K
7.31K $317K
VIG
Vanguard Dividend Appreciation

ETFs
6
+ 0.33%
N/A
1.84K $334K
Capital Group Core Balanced
46
+ 0.65%
N/A
7.13K $0
DFAT
Dimensional ETF Tr U S Target

ETFs
9
+ 0.2%
$54.54 - $61.04 $491 - $549
4.5K $250K
Wisdomtree Tr
1.11K
+ 0.72%
N/A
155K $0
QQEW
First Tr Nasdaq 100 Equal Weig

ETFs
3
+ 0.09%
$123.69 - $133.68 $371 - $401
3.39K $423K
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
362
+ 1.18%
$35.45 - $40.33 $12.8K - $14.6K
31K $1.11M
VDC
Vanguard Consumer Staples ETF

ETFs
14
+ 1.08%
$210.96 - $223.62 $2.95K - $3.13K
1.31K $276K
CGDV
Capital Group Divid Value ETF

ETFs
40
+ 0.46%
$35.16 - $37.12 $1.41K - $1.48K
8.81K $310K
DUK
Duke Energy Corp

Utilities
17
+ 0.89%
$105.76 - $120.76 $1.8K - $2.05K
1.93K $208K
VTV
Vanguard Value ETF

ETFs
10
+ 0.24%
$168.32 - $181.87 $1.68K - $1.82K
4.2K $711K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
9
+ 0.26%
$442.29 - $483.08 $3.98K - $4.35K
3.53K $1.6M
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
5
+ 0.15%
$79.93 - $88.06 $400 - $440
3.35K $267K
MCD
Mcdonalds Corp

Consumer Cyclical
17
+ 0.71%
$288.47 - $316.54 $4.9K - $5.38K
2.4K $694K
FDL
First Tr Morningstar Dividend

ETFs
53
+ 0.28%
$39.59 - $43.95 $2.1K - $2.33K
19K $764K
CGXU
Capital Group Intl Focus Equit

ETFs
43
+ 0.22%
$24.67 - $26.94 $1.06K - $1.16K
19.6K $483K
XLV
Select Sector Spdr Fund Health

ETFs
18
+ 0.41%
$136.28 - $154.74 $2.45K - $2.79K
4.45K $612K
IEFA
Ishares Tr

ETFs
65
+ 0.66%
$70.06 - $77.43 $4.55K - $5.03K
9.87K $693K
LMT
Lockheed Martin Corp

Industrials
6
+ 0.7%
$479.66 - $614.62 $2.88K - $3.69K
858 $416K
FTCS
First Trust Capital Strength E

ETFs
2.46K
+ 1.81%
$87.62 - $94.03 $215K - $231K
138K $12.1M
DFAE
Dimensional ETF Tr

ETFs
9.72K
+ 4.18%
$25.36 - $28.15 $246K - $273K
242K $6.14M
FMC
Fmc Corp

Basic Materials
23.4K
+ 28.94%
$47.86 - $66.62 $1.12M - $1.56M
104K $5.06M
DFAI
Dimensional ETF Tr

ETFs
23.6K
+ 5.17%
$29.0 - $31.6 $686K - $747K
481K $14M
Activity Summary
Buys All Purchases 47 New Holdings 6 Increased Positions 41 Sells All Sells 64 Reductions 64 Sold out 0 Options Calls 0 Puts 0
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