Tru Wealth Advisors, LLC Purchases in Q4 2024

Tru Wealth Advisors, LLC

  • $1.59 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
BSCU
Invesco Exc Self Ind Tr

ETFs
2.6M
+ 380.78%
$16.32 - $16.99 $42.4M - $44.1M
3.28M $53.7M
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
1.42M
+ 51.77%
$20.08 - $20.61 $28.6M - $29.3M
4.17M $83.9M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
537K
+ 44.58%
$44.87 - $46.86 $24.1M - $25.1M
1.74M $78.1M
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
132K
+ 193.69%
$98.47 - $109.35 $13M - $14.4M
200K $19.7M
SNV
Synovus Financial Corp

Financial Services
241K
New
$42.5 - $58.73 $10.2M - $14.2M
241K $12.3M
AVUV
American Centy ETF Tr Avantis

ETFs
111K
+ 26.95%
$94.37 - $106.41 $10.5M - $11.8M
525K $50.6M
FCX
Freeport Mcmoran Inc

Basic Materials
252K
+ 1513.45%
$38.08 - $50.82 $9.6M - $12.8M
269K $10.2M
AAPL
Apple Inc.

Technology
2.61K
+ 1.44%
$221.69 - $259.02 $579K - $676K
184K $46.1M
CSCO
Cisco Systems, Inc.

Technology
2.17K
+ 0.51%
$52.45 - $60.02 $114K - $130K
427K $25.3M
V
Visa Inc.

Financial Services
909
+ 1.66%
$273.87 - $320.91 $249K - $292K
55.5K $17.6M
PWR
Quanta Services, Inc.

Industrials
583
+ 1.3%
$296.05 - $346.6 $173K - $202K
45.6K $14.4M
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
20.8K
+ 17.48%
$50.02 - $51.24 $1.04M - $1.07M
140K $7.01M
META
Meta Platforms, Inc.

Communication Services
781
+ 4.56%
$554.08 - $632.68 $433K - $494K
17.9K $10.6M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
483
+ 1.4%
$521.84 - $558.82 $252K - $270K
35.1K $18.9M
ORCC
Owl Rock Capital Corp

Financial Services
42.8K
New
N/A
42.8K $573K
NVDA
Nvidia Corp

Technology
445
+ 1.14%
$117.0 - $148.88 $52.1K - $66.3K
39.5K $5.31M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
8.03K
+ 10.4%
$96.64 - $101.23 $776K - $813K
85.3K $8.26M
WMT
Walmart Inc.

Consumer Defensive
923
+ 2.84%
$79.1 - $95.7 $73K - $88.3K
33.4K $3.02M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
305K
+ 204.69%
$22.01 - $66.82 $6.72M - $20.4M
454K $10.3M
TLT
Ishares Barclays 20+ Year Trea

ETFs
4.43K
New
$87.1 - $98.49 $386K - $436K
4.43K $386K
BX
Blackstone Inc.

Financial Services
1.62K
+ 32.44%
$148.45 - $199.05 $240K - $322K
6.61K $1.14M
GOOGL
Alphabet Inc.

Communication Services
92
+ 0.63%
$161.86 - $196.66 $14.9K - $18.1K
14.7K $2.78M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
2.8K
+ 2.87%
$238.25 - $261.28 $666K - $731K
100K $24.3M
ATO
Atmos Energy Corp

Utilities
2.19K
New
$136.41 - $151.43 $299K - $332K
2.19K $305K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
4.43K
+ 3.17%
$61.68 - $67.87 $273K - $301K
144K $8.99M
RTX
Raytheon Technologies Corp

Industrials
2.02K
New
$114.45 - $127.21 $232K - $257K
2.02K $234K
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
10.8K
+ 1.16%
$20.6 - $20.71 $222K - $223K
938K $19.4M
SCHA
Schwab Strategic Tr Us Small C

ETFs
8.25K
New
$25.33 - $51.16 $209K - $422K
8.25K $213K
FDN
First Tr Fd Dow Jones

ETFs
44
+ 0.69%
$210.5 - $257.24 $9.26K - $11.3K
6.41K $1.56M
DIS
Walt Disney CO

Communication Services
1.87K
New
$92.39 - $117.6 $173K - $220K
1.87K $208K
PNQI
Invesco Nasdaq Internet ETF

ETFs
4.33K
New
$42.94 - $49.52 $186K - $214K
4.33K $201K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
4.4K
+ 12.18%
$56.06 - $61.35 $247K - $270K
40.5K $2.29M
IWY
Ishares Tr Russell 200 Growth

ETFs
640
+ 20.63%
$216.72 - $244.71 $139K - $157K
3.74K $880K
FTNT
Fortinet, Inc.

Technology
346
+ 4.04%
$76.49 - $99.21 $26.5K - $34.3K
8.92K $842K
VGT
Vanguard Information Technolog

ETFs
43
+ 1.15%
$571.78 - $647.97 $24.6K - $27.9K
3.77K $2.34M
QUAL
Ishares Msci Usa Quality Facto

ETFs
1.03K
+ 4.5%
$176.42 - $186.91 $181K - $192K
23.9K $4.25M
MCK
Mckesson Corp

Healthcare
90
+ 9.16%
$482.27 - $628.5 $43.4K - $56.6K
1.07K $611K
BAC
Bank Of America Corp

Financial Services
404
+ 1.65%
$39.22 - $47.77 $15.8K - $19.3K
24.8K $1.09M
IGV
Ishares Expanded Tech Software

ETFs
419
+ 5.95%
$87.5 - $110.17 $36.7K - $46.2K
7.46K $746K
NFLX
Netflix Inc

Communication Services
1
+ 0.19%
$687.65 - $936.56 $688 - $937
518 $461K
FDVV
Fidelity High Dividend ETF

ETFs
1.95K
+ 16.03%
$49.66 - $52.63 $96.7K - $103K
14.1K $704K
ABT
Abbott Laboratories

Healthcare
1.57K
+ 1.27%
$111.93 - $119.39 $176K - $188K
125K $14.1M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
1.8K
+ 0.7%
$65.67 - $69.79 $118K - $125K
258K $17.3M
VUG
Vanguard Growth ETF

ETFs
4
+ 0.22%
$378.79 - $428.11 $1.52K - $1.71K
1.84K $756K
CRM
Salesforce, Inc.

Technology
3
+ 0.41%
$270.87 - $367.87 $813 - $1.1K
736 $246K
MA
Mastercard Inc

Financial Services
16
+ 1.42%
$491.3 - $536.15 $7.86K - $8.58K
1.14K $600K
SYK
Stryker Corp

Healthcare
128
+ 7.12%
$345.14 - $392.15 $44.2K - $50.2K
1.93K $693K
LNG
Cheniere Energy, Inc.

Energy
1
+ 0.09%
$181.07 - $225.92 $181 - $226
1.14K $244K
RDVY
First Trust Rising Dividend Ac

ETFs
706
+ 1.0%
$58.65 - $64.37 $41.4K - $45.4K
71.1K $4.21M
Activity Summary
Buys All Purchases 92 New Holdings 10 Increased Positions 82 Sells All Sells 51 Reductions 51 Sold out 0 Options Calls 0 Puts 0
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