Tru Independence LLC Portfolio Holdings by Sector
Tru Independence LLC
- $310 Million
- Q4 2024
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
DFAI FTCS FBND DFAC RDVY DFAE VYM DUHP 47 stocks |
$103,432
33.43% of portfolio
|
28
|
18
|
- | - |
0
Calls
0
Puts
|
|
REIT—Retail | Real Estate
SPG KIM BRX 3 stocks |
$15,758
5.09% of portfolio
|
- |
3
|
- | - |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
BAC JPM WFC 3 stocks |
$15,283
4.94% of portfolio
|
- |
3
|
- | - |
0
Calls
0
Puts
|
|
Aerospace & Defense | Industrials
TGI BA LMT 3 stocks |
$13,737
4.44% of portfolio
|
1
|
2
|
- | - |
0
Calls
0
Puts
|
|
Auto Manufacturers | Consumer Cyclical
GM F TSLA 3 stocks |
$13,166
4.26% of portfolio
|
1
|
2
|
1
|
- |
0
Calls
0
Puts
|
|
Oil & Gas Integrated | Energy
SHEL CVX BP XOM 4 stocks |
$12,590
4.07% of portfolio
|
- |
4
|
- | - |
0
Calls
0
Puts
|
|
Airlines | Industrials
ALK UAL 2 stocks |
$12,121
3.92% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
MRK JNJ ABBV LLY 4 stocks |
$11,929
3.86% of portfolio
|
- |
4
|
- | - |
0
Calls
0
Puts
|
|
Insurance—Property & Casualty | Financial Services
ALL TRV 2 stocks |
$10,849
3.51% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Telecom Services | Communication Services
T VZ 2 stocks |
$10,581
3.42% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$8,710
2.82% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Electrical Equipment & Parts | Industrials
ENR ENVX 2 stocks |
$8,538
2.76% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Packaging & Containers | Consumer Cyclical
GPK OI BALL 3 stocks |
$8,263
2.67% of portfolio
|
- |
3
|
- | - |
0
Calls
0
Puts
|
|
Electronic Components | Technology
GLW 1 stocks |
$6,681
2.16% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Integrated Freight & Logistics | Industrials
FDX 1 stocks |
$5,681
1.84% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Specialty Chemicals | Basic Materials
LYB 1 stocks |
$5,577
1.8% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Banks—Regional | Financial Services
CMA TFC 2 stocks |
$5,283
1.71% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
$5,215
1.69% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
|
Agricultural Inputs | Basic Materials
FMC 1 stocks |
$5,059
1.64% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Communication Equipment | Technology
CSCO 1 stocks |
$4,695
1.52% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$4,394
1.42% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Farm Products | Consumer Defensive
TSN 1 stocks |
$3,878
1.25% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Healthcare Plans | Healthcare
CVS 1 stocks |
$3,066
0.99% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Chemicals | Basic Materials
DOW 1 stocks |
$3,006
0.97% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Grocery Stores | Consumer Defensive
ACI KR 2 stocks |
$2,847
0.92% of portfolio
|
1
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
META GOOG GOOGL 3 stocks |
$2,388
0.77% of portfolio
|
2
|
1
|
- | - |
0
Calls
0
Puts
|
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$1,601
0.52% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
COF PYPL V 3 stocks |
$1,018
0.33% of portfolio
|
2
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$751
0.24% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Semiconductors | Technology
NVDA AVGO 2 stocks |
$744
0.24% of portfolio
|
1
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Restaurants | Consumer Cyclical
MCD 1 stocks |
$694
0.22% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$384
0.12% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Discount Stores | Consumer Defensive
COST 1 stocks |
$370
0.12% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Building Products & Equipment | Industrials
TT 1 stocks |
$318
0.1% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Specialty Industrial Machinery | Industrials
IR 1 stocks |
$290
0.09% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Medical Instruments & Supplies | Healthcare
WST 1 stocks |
$290
0.09% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Utilities—Regulated Electric | Utilities
DUK 1 stocks |
$208
0.07% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|