Tru Wealth Advisors, LLC Purchases and Sells in Q2 2025

Tru Wealth Advisors, LLC

$1.7 Billion
Q2 2025

Top Buys

Incresed Positions

100 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AVGO	313 + 0.2%	$146.29 - $275.65 $45.8K - $86.3K	156K $43M
IWF	4.15K + 2.25%	$320.42 - $424.58 $1.33M - $1.76M	189K $79.6M
MSFT	2.89K + 3.14%	$354.56 - $497.45 $1.03M - $1.44M	95.1K $47.3M
FBND	260K + 14.29%	$44.68 - $45.96 $11.6M - $11.9M	2.08M $95.1M
SNV	186K + 70.59%	$38.27 - $51.75 $7.13M - $9.64M	450K $23.3M
BSCU	489K + 14.39%	$16.31 - $16.78 $7.97M - $8.2M	3.88M $65.2M

New Holdings

21 operations

Stock	Shares change	Price Range	Shares Held	Trade History
DFIV	342K New	$34.67 - $43.21 $11.9M - $14.8M	342K $14.7M
VEU	151K New	$54.19 - $67.22 $8.2M - $10.2M	151K $10.2M
TSM	36.5K New	$141.37 - $228.57 $5.16M - $8.34M	36.5K $8.26M
GD	26.3K New	$247.68 - $291.66 $6.52M - $7.68M	26.3K $7.68M
IAU	123K New	$56.1 - $64.74 $6.9M - $7.96M	123K $7.67M
COF	2.16K New	$150.57 - $212.76 $326K - $460K	2.16K $460K

Top Sells

Reduced Positions

32 operations

Stock	Shares change	Price Range	Shares Held	Trade History
LQD	-442K - 99.38%	$105.23 - $109.61 $46.6M - $48.5M	2.74K $300K
VTI	-121K - 25.21%	$243.75 - $303.93 $29.4M - $36.7M	358K $109M
CVX	-85K - 75.22%	$133.73 - $168.51 $11.4M - $14.3M	28K $4.01M
JMUB	-15.3K - 11.56%	$48.46 - $50.2 $741K - $767K	117K $5.8M
SCHD	-10.7K - 3.23%	$24.32 - $27.87 $260K - $298K	320K $8.49M
MRK	-5.95K - 60.51%	$73.47 - $87.12 $437K - $518K	3.88K $307K

Activity Summary All Purchases 121 New Holdings 21 Increased Positions 100 All Sells 32 Reductions 32 Sold out 0 Calls 0 Puts 0

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