Tru Wealth Advisors, LLC Purchases and Sells in Q3 2025

Tru Wealth Advisors, LLC

$1.8 Billion
Q3 2025

Top Buys

Incresed Positions

94 operations

Stock	Shares change	Price Range	Shares Held	Trade History
FBND	606K + 29.16%	$45.26 - $46.63 $27.4M - $28.3M	2.69M $124M
NVDA	84.8K + 193.97%	$153.3 - $186.58 $13M - $15.8M	129K $24M
AAPL	3.03K + 1.53%	$202.38 - $256.87 $613K - $778K	200K $51M
TSM	30.8K + 84.52%	$224.68 - $282.71 $6.92M - $8.71M	67.3K $18.8M
CAT	17K + 62.32%	$390.92 - $477.15 $6.63M - $8.09M	44.2K $21.1M
BSCU	548K + 14.1%	$16.67 - $17.03 $9.13M - $9.32M	4.43M $74.9M

New Holdings

14 operations

Stock	Shares change	Price Range	Shares Held	Trade History
GS	27K New	$696.56 - $806.32 $18.8M - $21.8M	27K $21.5M
MUNI	90.4K New	$50.9 - $52.37 $4.6M - $4.73M	90.4K $4.73M
DUK	4.78K New	$116.31 - $125.93 $556K - $602K	4.78K $591K
APH	4.36K New	$97.39 - $125.4 $425K - $547K	4.36K $539K
VST	2.52K New	$182.0 - $217.92 $458K - $548K	2.52K $492K
PLTR	2.58K New	$130.68 - $186.97 $337K - $482K	2.58K $469K

Top Sells

Reduced Positions

46 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SMH	-94K - 87.39%	$275.84 - $326.36 $25.9M - $30.7M	13.6K $4.42M
JAAA	-443K - 17.87%	$50.53 - $50.82 $22.4M - $22.5M	2.04M $103M
ABT	-109K - 97.65%	$120.51 - $136.62 $13.2M - $14.9M	2.64K $353K
IWF	-43.2K - 22.91%	$420.11 - $472.68 $18.2M - $20.4M	145K $66.9M
MMIT	-191K - 27.65%	$23.69 - $24.32 $4.53M - $4.65M	500K $12.2M
SCHD	-56.7K - 17.7%	$26.38 - $27.95 $1.5M - $1.58M	264K $7.2M

Activity Summary All Purchases 108 New Holdings 14 Increased Positions 94 All Sells 46 Reductions 46 Sold out 0 Calls 0 Puts 0

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