Tru Wealth Advisors, LLC Purchases in Q3 2025

Tru Wealth Advisors, LLC

  • $1.8 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
FBND
Fidelity Merrimack Str Tr Tota

ETFs
606K
+ 29.16%
$45.26 - $46.63 $27.4M - $28.3M
2.69M $124M
GS
Goldman Sachs Group Inc

Financial Services
27K
New
$696.56 - $806.32 $18.8M - $21.8M
27K $21.5M
NVDA
Nvidia Corp

Technology
84.8K
+ 193.97%
$153.3 - $186.58 $13M - $15.8M
129K $24M
AAPL
Apple Inc.

Technology
3.03K
+ 1.53%
$202.38 - $256.87 $613K - $778K
200K $51M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
30.8K
+ 84.52%
$224.68 - $282.71 $6.92M - $8.71M
67.3K $18.8M
CAT
Caterpillar Inc

Industrials
17K
+ 62.32%
$390.92 - $477.15 $6.63M - $8.09M
44.2K $21.1M
BSCU
Invesco Exc Self Ind Tr

ETFs
548K
+ 14.1%
$16.67 - $17.03 $9.13M - $9.32M
4.43M $74.9M
GD
General Dynamics Corp

Industrials
21.7K
+ 82.38%
$293.92 - $341.0 $6.38M - $7.4M
48K $16.4M
ABBV
Abb Vie Inc.

Healthcare
5.32K
+ 3.73%
$184.85 - $231.54 $983K - $1.23M
148K $34.2M
PWR
Quanta Services, Inc.

Industrials
12.4K
+ 24.49%
$372.29 - $421.68 $4.63M - $5.25M
63.2K $26.2M
FLMI
Franklin Dynamic Municipal Bon

ETFs
214K
+ 97.29%
$23.96 - $24.81 $5.13M - $5.32M
435K $10.8M
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
90.4K
New
$50.9 - $52.37 $4.6M - $4.73M
90.4K $4.73M
WPC
W. P. Carey Inc.

Real Estate
39.3K
+ 15.49%
$61.29 - $68.7 $2.41M - $2.7M
293K $19.8M
JPM
Jpmorgan Chase & CO

Financial Services
576
+ 0.49%
$282.78 - $316.06 $163K - $182K
117K $36.9M
IDMO
Invesco ETF Tr Ii S&P Intl Dev

ETFs
52.8K
+ 690.18%
$50.32 - $54.01 $2.66M - $2.85M
60.5K $3.27M
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
5.37K
+ 1.77%
$98.53 - $107.1 $529K - $575K
309K $32.4M
META
Meta Platforms, Inc.

Communication Services
3.6K
+ 18.29%
$695.21 - $791.73 $2.5M - $2.85M
23.3K $17.1M
IAU
Ishares Gold Trust

ETFs
13.9K
+ 11.27%
$61.62 - $72.77 $854K - $1.01M
137K $9.96M
MSFT
Microsoft Corp

Technology
514
+ 0.54%
$491.09 - $535.64 $252K - $275K
95.6K $49.5M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
618
+ 1.7%
$567.77 - $614.76 $351K - $380K
37K $22.7M
FANG
Diamondback Energy, Inc.

Energy
5.12K
+ 3.25%
$134.53 - $152.5 $688K - $780K
162K $23.2M
DFIV
Dimensional ETF Tr

ETFs
9.96K
+ 2.91%
$42.66 - $46.53 $425K - $463K
352K $16.2M
XMMO
Invesco Exchange Traded Fd Tr

ETFs
10.6K
+ 68.57%
$128.6 - $136.01 $1.36M - $1.44M
26K $3.52M
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
44.1K
+ 1.02%
$20.41 - $20.67 $900K - $911K
4.39M $90.2M
GOOGL
Alphabet Inc.

Communication Services
658
+ 4.35%
$174.36 - $254.72 $115K - $168K
15.8K $3.83M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
7.24K
+ 184.94%
$108.46 - $120.63 $786K - $874K
11.2K $1.33M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
5.36K
+ 4.66%
$97.75 - $100.75 $524K - $540K
120K $12.1M
QUAL
Ishares Msci Usa Quality Facto

ETFs
1.69K
+ 5.68%
$182.33 - $194.5 $308K - $329K
31.4K $6.11M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
1.63K
+ 1.04%
$62.09 - $66.51 $101K - $108K
158K $10.3M
DUK
Duke Energy Corp

Utilities
4.78K
New
$116.31 - $125.93 $556K - $602K
4.78K $591K
FSMB
First Tr Et Fd Iii Short Durat

ETFs
19.2K
+ 3.08%
$19.85 - $20.2 $381K - $388K
642K $12.9M
LLY
Eli Lilly & CO

Healthcare
1.44K
+ 4.29%
$625.65 - $812.69 $899K - $1.17M
34.9K $26.6M
SPY
Spdr S&P 500 ETF Trust

ETFs
237
+ 3.0%
$617.65 - $666.84 $146K - $158K
8.15K $5.43M
APH
Amphenol Corp

Technology
4.36K
New
$97.39 - $125.4 $425K - $547K
4.36K $539K
VST
Vistra Corp.

Utilities
2.52K
New
$182.0 - $217.92 $458K - $548K
2.52K $492K
PLTR
Palantir Technologies Inc.

Technology
2.58K
New
$130.68 - $186.97 $337K - $482K
2.58K $469K
COF
Capital One Financial Corp

Financial Services
1.9K
+ 87.71%
$207.29 - $229.74 $393K - $436K
4.06K $863K
RDVY
First Trust Rising Dividend Ac

ETFs
244
+ 0.32%
$62.38 - $67.29 $15.2K - $16.4K
75.8K $5.1M
AMZN
Amazon Com Inc

Consumer Cyclical
1.44K
+ 0.79%
$211.65 - $238.24 $304K - $342K
184K $40.3M
HD
Home Depot, Inc.

Consumer Cyclical
197
+ 2.89%
$357.4 - $423.42 $70.4K - $83.4K
7.02K $2.84M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
3.86K
+ 11.64%
$78.96 - $80.04 $305K - $309K
37K $2.96M
SMMU
Pimco ETF Tr Sht Term Mun Bd A

ETFs
5.97K
+ 118.12%
$50.09 - $50.73 $299K - $303K
11K $559K
MUST
Columbia ETF Tr I Multi Sector

ETFs
9.6K
+ 3.89%
$19.87 - $20.65 $191K - $198K
256K $5.27M
VNLA
Janus Henderson Short Duration

ETFs
5.66K
+ 30.94%
$48.99 - $49.29 $277K - $279K
24K $1.18M
GSY
Invesco Actively Mngd ETF Tr U

ETFs
5.04K
+ 6.6%
$50.08 - $50.37 $252K - $254K
81.4K $4.09M
UNH
Unitedhealth Group Inc

Healthcare
725
New
$237.77 - $353.61 $172K - $256K
725 $250K
BX
Blackstone Inc.

Financial Services
469
+ 6.22%
$152.77 - $188.68 $71.6K - $88.5K
8K $1.37M
VLO
Valero Energy Corp

Energy
1.39K
New
$131.77 - $175.63 $183K - $244K
1.39K $236K
IDXX
Idexx Laboratories Inc

Healthcare
368
New
$514.61 - $682.78 $189K - $251K
368 $235K
Activity Summary
Buys All Purchases 108 New Holdings 14 Increased Positions 94 Sells All Sells 46 Reductions 46 Sold out 0 Options Calls 0 Puts 0
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