Tru Wealth Advisors, LLC Purchases and Sells in Q1 2025

Tru Wealth Advisors, LLC

$1.56 Billion
Q1 2025

Top Buys

Incresed Positions

81 operations

Stock	Shares change	Price Range	Shares Held	Trade History
FCX	190K + 70.7%	$34.5 - $43.01 $6.55M - $8.17M	459K $17.4M
XMHQ	91K + 45.56%	$89.18 - $104.04 $8.11M - $9.47M	291K $26.6M
JAAA	137K + 6.13%	$50.48 - $51.04 $6.92M - $7M	2.37M $120M
FBND	79K + 4.54%	$44.41 - $45.98 $3.51M - $3.63M	1.82M $82.8M
FANG	25.7K + 25.81%	$139.9 - $180.18 $3.59M - $4.63M	125K $20M
SHEL	1.51K + 0.47%	$62.84 - $73.29 $95K - $111K	324K $23.6M

New Holdings

8 operations

Stock	Shares change	Price Range	Shares Held	Trade History
BMY	202K New	$53.9 - $63.11 $10.9M - $12.8M	202K $12.3M
FLMI	215K New	$24.22 - $24.86 $5.21M - $5.35M	215K $5.24M
XMMO	12K New	$110.9 - $132.93 $1.34M - $1.6M	12K $1.36M
AXP	1.09K New	$255.39 - $325.87 $278K - $355K	1.09K $292K
GLD	791 New	$243.19 - $288.14 $192K - $228K	791 $227K
ETR	2.4K New	$75.26 - $87.89 $181K - $211K	2.4K $205K

Top Sells

Reduced Positions

50 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VTI	-51.1K - 9.64%	$271.18 - $303.12 $13.9M - $15.5M	479K $131M
AVGO	-1.77K - 1.13%	$167.43 - $244.7 $297K - $434K	156K $26.1M
LMT	-10.8K - 25.14%	$423.19 - $506.29 $4.58M - $5.47M	32.2K $14.4M
QQQM	-3.95K - 2.25%	$192.82 - $222.1 $762K - $878K	172K $33.2M
MUST	-173K - 44.73%	$20.08 - $20.62 $3.48M - $3.57M	214K $4.31M
CSCO	-69.1K - 16.18%	$58.74 - $64.87 $4.06M - $4.48M	358K $22.1M

Activity Summary All Purchases 89 New Holdings 8 Increased Positions 81 All Sells 50 Reductions 50 Sold out 0 Calls 0 Puts 0

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