Tru Independence LLC Incresed Positions in Q1 2025

Tru Independence LLC

  • $309 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
136K
+ 42.96%
$32.42 - $36.13 $4.4M - $4.91M
452K $14.9M
RDVY
First Trust Rising Dividend Ac

ETFs
65.7K
+ 44.75%
$57.22 - $63.39 $3.76M - $4.17M
213K $12.4M
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
47.4K
+ 1065.18%
$67.24 - $84.27 $3.19M - $3.99M
51.8K $3.54M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
39.1K
+ 14.75%
$44.41 - $45.98 $1.74M - $1.8M
304K $13.9M
CVS
Cvs Health Corp

Healthcare
2.44K
+ 3.57%
$44.22 - $68.64 $108K - $167K
70.7K $4.79M
T
At&T Inc.

Communication Services
565
+ 0.22%
$21.56 - $28.28 $12.2K - $16K
256K $7.23M
FTCS
First Trust Capital Strength E

ETFs
12.1K
+ 8.76%
$86.39 - $91.35 $1.05M - $1.11M
150K $13.5M
SHEL
Shell PLC

Energy
2.28K
+ 3.01%
$62.84 - $73.29 $143K - $167K
78.2K $5.73M
VZ
Verizon Communications Inc

Communication Services
4.24K
+ 3.55%
$37.81 - $46.49 $160K - $197K
124K $5.6M
TSN
Tyson Foods, Inc.

Consumer Defensive
5.56K
+ 8.24%
$54.27 - $63.81 $302K - $355K
73.1K $4.66M
ABBV
Abb Vie Inc.

Healthcare
799
+ 4.36%
$169.2 - $216.66 $135K - $173K
19.1K $4M
BP
Bp PLC

Energy
6.98K
+ 6.81%
$29.93 - $35.31 $209K - $246K
109K $3.7M
OI
O I Glass, Inc.

Consumer Cyclical
30.1K
+ 9.31%
$10.17 - $12.26 $306K - $369K
354K $4.06M
TRV
Travelers Companies, Inc.

Financial Services
265
+ 1.33%
$232.43 - $265.13 $61.6K - $70.3K
20.2K $5.33M
ALL
Allstate Corp

Financial Services
83
+ 0.26%
$180.99 - $210.18 $15K - $17.4K
31.5K $6.53M
UL
Unilever PLC

Consumer Defensive
2.14K
+ 2.33%
$54.72 - $60.29 $117K - $129K
94.1K $5.6M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
10
+ 0.28%
$442.66 - $534.52 $4.43K - $5.35K
3.54K $1.89M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
1.59K
+ 4.62%
$126.11 - $135.06 $201K - $215K
36K $4.65M
CSCO
Cisco Systems, Inc.

Technology
337
+ 0.42%
$58.74 - $64.87 $19.8K - $21.9K
79.7K $4.92M
BRX
Brixmor Property Group Inc.

Real Estate
5.68K
+ 4.73%
N/A
126K $2.86M
F
Ford Motor CO

Consumer Cyclical
3.89K
+ 0.85%
$9.12 - $10.43 $35.4K - $40.5K
460K $4.61M
IR
Ingersoll Rand Inc.

Industrials
1.26K
+ 39.25%
$79.44 - $94.23 $100K - $119K
4.47K $358K
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
1.24K
+ 3.14%
$50.48 - $51.04 $62.5K - $63.2K
40.7K $2.06M
FDL
First Tr Morningstar Dividend

ETFs
37
+ 0.19%
$39.69 - $43.83 $1.47K - $1.62K
19K $826K
CMA
Comerica Inc

Financial Services
4.77K
+ 5.94%
$56.11 - $68.38 $268K - $326K
85.1K $5.02M
MCD
Mcdonalds Corp

Consumer Cyclical
13
+ 0.54%
$279.74 - $321.29 $3.64K - $4.18K
2.41K $752K
XLV
Select Sector Spdr Fund Health

ETFs
16
+ 0.36%
$137.61 - $149.68 $2.2K - $2.39K
4.47K $652K
XOM
Exxon Mobil Corp

Energy
88
+ 4.44%
$105.44 - $118.93 $9.28K - $10.5K
2.07K $246K
DUK
Duke Energy Corp

Utilities
20
+ 1.04%
$105.87 - $121.97 $2.12K - $2.44K
1.95K $238K
WFC
Wells Fargo & Company

Financial Services
301
+ 7.6%
$66.78 - $81.42 $20.1K - $24.5K
4.26K $305K
V
Visa Inc.

Financial Services
6
+ 0.92%
$306.92 - $362.71 $1.84K - $2.18K
660 $231K
LLY
Eli Lilly & CO

Healthcare
3
+ 0.86%
$725.72 - $929.72 $2.18K - $2.79K
351 $289K
VTV
Vanguard Value ETF

ETFs
10
+ 0.24%
$167.73 - $179.21 $1.68K - $1.79K
4.21K $727K
VDC
Vanguard Consumer Staples ETF

ETFs
7
+ 0.53%
$206.54 - $226.16 $1.45K - $1.58K
1.32K $287K
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
10
+ 0.3%
$78.97 - $85.82 $790 - $858
3.36K $278K
COF
Capital One Financial Corp

Financial Services
38
+ 1.22%
$163.87 - $209.82 $6.23K - $7.97K
3.15K $564K
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
38
+ 0.21%
$39.96 - $43.3 $1.52K - $1.65K
18.3K $754K
VFH
Vanguard Financial ETF

ETFs
15
+ 0.41%
$114.07 - $127.34 $1.71K - $1.91K
3.66K $436K
CGCP
Capital Group Core Plus Income

ETFs
75
+ 0.45%
$21.94 - $22.64 $1.65K - $1.7K
16.7K $374K
VIG
Vanguard Dividend Appreciation

ETFs
3
+ 0.16%
N/A
1.84K $335K
Capital Group Core Balanced
630
+ 8.83%
N/A
7.76K $0
Wisdomtree Tr
22K
+ 14.2%
N/A
177K $0
XLI
Industrial Sector Spdr

ETFs
8
+ 0.32%
$128.78 - $141.67 $1.03K - $1.13K
2.49K $325K
VTI
Vanguard Total Stock Market Et

ETFs
26
+ 1.96%
$271.18 - $303.12 $7.05K - $7.88K
1.35K $371K
QQEW
First Tr Nasdaq 100 Equal Weig

ETFs
5
+ 0.15%
$119.84 - $136.1 $599 - $681
3.4K $410K
VIS
Vanguard Industrial ETF

ETFs
6
+ 0.27%
$243.63 - $273.99 $1.46K - $1.64K
2.26K $559K
TFC
Truist Financial Corp

Financial Services
49
+ 0.67%
$39.48 - $48.15 $1.93K - $2.36K
7.36K $302K
CGUS
Capital Group Core Equity ETF
110
+ 0.86%
$33.08 - $36.62 $3.64K - $4.03K
12.9K $429K
DFAU
Dimensional ETF Tr

ETFs
22
+ 0.22%
$37.84 - $42.29 $832 - $930
9.92K $381K
Activity Summary
Buys All Purchases 80 New Holdings 5 Increased Positions 75 Sells All Sells 23 Reductions 23 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Tru Independence LLC Portfolio

Follow Tru Independence LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Tru Independence LLC, based on Form 13F filings with the SEC.

News

Stay updated on Tru Independence LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email