Tru Independence LLC Portfolio Holdings
Tru Independence LLC
- $309 Million
- Q1 2025
Tru Independence LLC has filed its 13F form on April 30, 2025 for Q1 2025 where it was disclosed a total value porftolio of $309 Million distributed in 111 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr U S Core Eq with a value of $14.9M, Fidelity Merrimack Str Tr Tota with a value of $13.9M, First Trust Capital Strength E with a value of $13.5M, First Trust Rising Dividend Ac with a value of $12.4M, and Dimensional ETF Tr with a value of $11.2M.
Examining the 13F form we can see an decrease of $388K in the current position value, from $310M to 309M.
Below you can find more details about Tru Independence LLC portfolio as well as his latest detailed transactions.
Portfolio value
$309 Million
ETFs: $110 Million
Financial Services: $34.9 Million
Industrials: $27.5 Million
Technology: $23.6 Million
Consumer Cyclical: $22.3 Million
Healthcare: $17.7 Million
Communication Services: $15 Million
Energy: $15 Million
Other: $38.8 Million
Stock Holdings Table Market Cap. of Under $50 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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