True Mark Investments, LLC Purchases in Q1 2025

True Mark Investments, LLC

  • $382 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
JNJ
Johnson & Johnson

Healthcare
3.74K
+ 10.73%
$142.06 - $167.7 $531K - $626K
38.5K $6.39B
TTE
Total Energies Se

Energy
20.8K
New
N/A
20.8K $1.34B
Elevation Series Trust
53.2K
New
N/A
53.2K $1.32B
PFFA
Etfis Ser Tr I

ETFs
62.2K
New
$21.21 - $22.3 $1.32M - $1.39M
62.2K $1.32B
GS
Goldman Sachs Group Inc

Financial Services
2.68K
+ 46.76%
$524.81 - $672.19 $1.41M - $1.8M
8.42K $4.6B
ENB
Enbridge Inc

Energy
19.9K
+ 10.74%
$41.54 - $45.45 $828K - $906K
206K $9.11B
Listed Fd Tr
41.6K
New
N/A
41.6K $1.19B
AEP
American Electric Power CO Inc

Utilities
4.18K
+ 9.77%
$90.32 - $109.27 $377K - $456K
46.9K $5.13B
UL
Unilever PLC

Consumer Defensive
19.8K
New
$54.72 - $60.29 $1.08M - $1.19M
19.8K $1.18B
CL
Colgate Palmolive CO

Consumer Defensive
12.1K
+ 264.72%
$85.68 - $97.5 $1.04M - $1.18M
16.7K $1.57B
SU
Suncor Energy Inc

Energy
27.5K
New
$34.27 - $40.63 $941K - $1.12M
27.5K $1.06B
CVX
Chevron Corp

Energy
2.66K
+ 10.74%
$146.71 - $167.97 $390K - $446K
27.4K $4.58B
JULZ
Listed Fds Tr Trueshares Struc

Technology
24.7K
New
N/A
24.7K $992M
Kenvue Inc
20.4K
+ 10.72%
N/A
211K $5.06B
DX
Dynex Capital Inc

Real Estate
68.8K
+ 60.12%
$12.18 - $14.42 $839K - $993K
183K $2.39B
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
37.4K
New
$23.32 - $23.84 $872K - $892K
37.4K $876M
NTRA
Natera, Inc.

Healthcare
6.04K
New
$132.63 - $177.0 $801K - $1.07M
6.04K $854M
HYS
Pimco ETF Tr 1 5 Yr High Yield

ETFs
7.82K
New
$93.32 - $95.35 $730K - $746K
7.82K $732M
JCPB
J P Morgan Exchange Traded Fd

ETFs
15.4K
New
$45.56 - $47.23 $703K - $729K
15.4K $726M
Arm Holdings PLC
6.64K
New
N/A
6.64K $710M
BCS
Barclays PLC

Financial Services
45.7K
New
$12.69 - $16.25 $580K - $742K
45.7K $702M
NVS
Novartis Ag

Healthcare
6.28K
New
$97.14 - $115.57 $610K - $725K
6.28K $700M
HRZN
Horizon Technology Finance Corp

Financial Services
63.1K
+ 30.15%
$8.65 - $9.86 $546K - $623K
273K $2.57B
PULS
Pgim ETF Tr

ETFs
13.7K
+ 219.08%
$49.56 - $49.78 $679K - $682K
20K $993M
FMS
Fresenius Medical Care Ag & Co. K Ga A

Healthcare
27.1K
New
$22.15 - $24.94 $600K - $676K
27.1K $675M
D
Dominion Energy, Inc

Utilities
8.77K
+ 12.23%
$52.85 - $57.43 $463K - $503K
80.4K $4.51B
RY
Royal Bank Of Canada

Financial Services
5.27K
New
$108.81 - $123.4 $573K - $650K
5.27K $594M
C
Citigroup Inc

Financial Services
7.56K
+ 10.69%
$67.23 - $84.63 $508K - $640K
78.3K $5.56B
CCOI
Cogent Communications Holdings, Inc.

Communication Services
8.98K
New
$61.31 - $83.44 $551K - $749K
8.98K $551M
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
5.77K
New
$89.18 - $104.04 $514K - $600K
5.77K $528M
APD
Air Products & Chemicals, Inc.

Basic Materials
1.53K
+ 10.63%
$283.24 - $338.07 $433K - $517K
15.9K $4.7B
KMI
Kinder Morgan, Inc.

Energy
13.3K
+ 10.63%
$26.1 - $31.22 $348K - $416K
139K $3.95B
PPH
Vaneck ETF Tr Vaneck Pharmaceu

ETFs
5.58K
New
$85.24 - $94.86 $476K - $529K
5.58K $508M
VDE
Vanguard Energy ETF

ETFs
3.92K
New
$119.14 - $132.76 $467K - $520K
3.92K $508M
WINA
Winmark Corp

Consumer Cyclical
1.53K
New
$304.11 - $396.66 $466K - $608K
1.53K $487M
XLE
Energy Sector Spdr

ETFs
5.14K
New
$85.7 - $93.96 $441K - $483K
5.14K $481M
PEP
Pepsico Inc

Consumer Defensive
3.54K
+ 11.48%
$142.64 - $156.42 $505K - $554K
34.4K $5.15B
DVN
Devon Energy Corp

Energy
12.2K
New
$33.15 - $38.55 $406K - $472K
12.2K $458M
AMGN
Amgen Inc

Healthcare
1.33K
New
$258.59 - $327.36 $343K - $435K
1.33K $414M
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
9.23K
New
$39.61 - $42.65 $366K - $394K
9.23K $376M
VFMO
Vanguard Wellington Fd U S Mom

ETFs
2.44K
New
$147.38 - $176.39 $359K - $430K
2.44K $370M
WTW
Willis Towers Watson PLC

Financial Services
1.08K
New
$306.61 - $340.78 $331K - $367K
1.08K $364M
HSY
Hershey CO

Consumer Defensive
1.88K
+ 8.43%
$144.74 - $186.36 $272K - $350K
24.2K $4.13B
SAP
Sap Se

Technology
1.28K
New
$241.4 - $293.69 $309K - $376K
1.28K $344M
AOA
Ishares Tr Core Aggressive All

ETFs
4.38K
New
$75.7 - $80.01 $332K - $351K
4.38K $335M
GPC
Genuine Parts CO

Consumer Cyclical
2.3K
+ 10.55%
$115.91 - $129.02 $266K - $296K
24K $2.86B
NOC
Northrop Grumman Corp

Industrials
621
New
$433.45 - $513.82 $269K - $319K
621 $318M
BCC
Boise Cascade CO

Basic Materials
3.09K
New
$96.38 - $129.12 $298K - $399K
3.09K $303M
CE
Celanese Corp

Basic Materials
5.16K
New
$47.02 - $74.12 $243K - $383K
5.16K $293M
Activity Summary
Buys All Purchases 130 New Holdings 89 Increased Positions 41 Sells All Sells 37 Reductions 37 Sold out 0 Options Calls 0 Puts 0
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