Tru Independence LLC Portfolio Holdings by Sector
Tru Independence LLC
- $330 Million
- Q2 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
DFAC FBND FTCS RDVY DFAI CGGR VYM AIRR 53 stocks |
$121,995
37.59% of portfolio
|
32
|
19
|
5
|
- |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
BAC JPM C WFC 4 stocks |
$22,343
6.88% of portfolio
|
1
|
3
|
1
|
- |
0
Calls
0
Puts
|
|
Oil & Gas Integrated | Energy
SHEL CVX BP XOM 4 stocks |
$13,871
4.27% of portfolio
|
4
|
- | - | - |
0
Calls
0
Puts
|
|
Auto Manufacturers | Consumer Cyclical
GM F TSLA 3 stocks |
$12,891
3.97% of portfolio
|
1
|
2
|
- | - |
0
Calls
0
Puts
|
|
REIT—Retail | Real Estate
KIM SPG BRX 3 stocks |
$12,442
3.83% of portfolio
|
2
|
1
|
- | - |
0
Calls
0
Puts
|
|
Telecom Services | Communication Services
T VZ 2 stocks |
$11,984
3.69% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
MRK JNJ ABBV LLY 4 stocks |
$11,530
3.55% of portfolio
|
2
|
2
|
- | - |
0
Calls
0
Puts
|
|
Insurance—Property & Casualty | Financial Services
ALL TRV 2 stocks |
$11,465
3.53% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Packaging & Containers | Consumer Cyclical
OI GPK BALL 3 stocks |
$10,319
3.18% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Airlines | Industrials
ALK UAL 2 stocks |
$9,581
2.95% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$7,800
2.4% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Electronic Components | Technology
GLW 1 stocks |
$7,410
2.28% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Aerospace & Defense | Industrials
BA LMT 2 stocks |
$7,043
2.17% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Electrical Equipment & Parts | Industrials
ENVX ENR 2 stocks |
$6,095
1.88% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT ORCL 2 stocks |
$6,037
1.86% of portfolio
|
2
|
- |
1
|
- |
0
Calls
0
Puts
|
|
$5,725
1.76% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
|
Banks—Regional | Financial Services
CMA TFC 2 stocks |
$5,513
1.7% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Communication Equipment | Technology
CSCO 1 stocks |
$5,315
1.64% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Healthcare Plans | Healthcare
CVS 1 stocks |
$4,872
1.5% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Integrated Freight & Logistics | Industrials
FDX 1 stocks |
$4,792
1.48% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Agricultural Inputs | Basic Materials
FMC 1 stocks |
$4,700
1.45% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Specialty Chemicals | Basic Materials
LYB 1 stocks |
$4,560
1.4% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Farm Products | Consumer Defensive
TSN 1 stocks |
$4,232
1.3% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
META GOOG GOOGL 3 stocks |
$2,667
0.82% of portfolio
|
2
|
1
|
- | - |
0
Calls
0
Puts
|
|
Chemicals | Basic Materials
DOW 1 stocks |
$2,142
0.66% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$1,728
0.53% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Semiconductors | Technology
NVDA AVGO 2 stocks |
$936
0.29% of portfolio
|
2
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
COF V 2 stocks |
$924
0.28% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$906
0.28% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$752
0.23% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Restaurants | Consumer Cyclical
MCD 1 stocks |
$705
0.22% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Building Products & Equipment | Industrials
TT 1 stocks |
$379
0.12% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Specialty Industrial Machinery | Industrials
IR 1 stocks |
$371
0.11% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Engineering & Construction | Industrials
GVA 1 stocks |
$302
0.09% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Utilities—Regulated Electric | Utilities
DUK 1 stocks |
$238
0.07% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|