Tru Wealth Advisors, LLC Purchases and Sells in Q4 2025

Tru Wealth Advisors, LLC

$1.79 Billion
Q4 2025

Top Buys

Incresed Positions

87 operations

Stock	Shares change	Price Range	Shares Held	Trade History
LLY	476 + 1.36%	$799.57 - $1025.28 $381K - $488K	35.4K $36.1M
IAU	99.6K + 72.81%	$72.65 - $82.5 $7.24M - $8.22M	236K $18.2M
FBND	123K + 4.58%	$46.2 - $46.85 $5.68M - $5.76M	2.81M $130M
FLMI	174K + 40.04%	$24.67 - $25.04 $4.29M - $4.36M	609K $15.1M
JAAA	78.4K + 3.85%	$50.55 - $50.74 $3.96M - $3.98M	2.12M $107M
CSCO	4.62K + 1.23%	$67.46 - $78.0 $312K - $361K	381K $29.6M

New Holdings

5 operations

Stock	Shares change	Price Range	Shares Held	Trade History
BSCV	1.28M New	$16.62 - $16.82 $21.2M - $21.5M	1.28M $21.3M
AEP	72.5K New	$112.75 - $122.73 $8.18M - $8.9M	72.5K $8.8M
AMD	1.15K New	$164.01 - $264.33 $189K - $305K	1.15K $277K
AMAT	875 New	$209.95 - $240.89 $184K - $211K	875 $200K
FIDELITY COVINGTON TRUST	904K New	N/A	904K $0

Top Sells

Reduced Positions

65 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AVUV	-271K - 44.75%	$95.19 - $100.66 $25.8M - $27.3M	335K $32.7M
AVGO	-55.3K - 37.7%	$324.63 - $385.98 $18M - $21.4M	91.5K $31.3M
ABBV	-60.6K - 41.01%	$211.96 - $244.38 $12.9M - $14.8M	87.2K $20.4M
GOOG	-47.3K - 22.28%	$237.49 - $291.74 $11.2M - $13.8M	165K $47.1M
QQQM	-18.7K - 11.15%	$242.67 - $261.79 $4.54M - $4.89M	149K $37.3M
FANG	-32.6K - 20.06%	$137.29 - $149.2 $4.47M - $4.86M	130K $19.4M

Activity Summary All Purchases 92 New Holdings 5 Increased Positions 87 All Sells 65 Reductions 65 Sold out 0 Calls 0 Puts 0

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