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
CVX
Chevron Corp

Energy
2.03K
+ 1.89%
$141.15 - $162.53 $287K - $330K
110K $15.9M
XLF
Financial Sector Spdr

ETFs
3
+ 0.03%
$44.89 - $51.34 $135 - $154
11.6K $560K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
1.22K
+ 3.34%
$69.58 - $74.87 $84.8K - $91.3K
37.7K $2.64M
FLRN
Spdr Bloomberg Investment Grad

ETFs
664
+ 8.2%
$30.67 - $30.84 $20.4K - $20.5K
8.76K $269K
ADP
Automatic Data Processing Inc

Industrials
22
+ 2.74%
$280.08 - $307.97 $6.16K - $6.78K
824 $241K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
696
+ 2.75%
$77.86 - $79.27 $54.2K - $55.2K
26K $2.03M
VV
Vanguard Large Cap ETF

ETFs
2
+ 0.1%
$260.27 - $280.65 $521 - $561
2.01K $542K
XLK
Technology Sector Spdr

ETFs
1
+ 0.05%
$220.26 - $241.44 $220 - $241
1.83K $424K
HUBB
Hubbell Inc

Industrials
36
+ 4.09%
$418.89 - $472.12 $15.1K - $17K
916 $383K
VB
Vanguard Small Cap ETF

ETFs
7
+ 0.41%
$233.76 - $261.58 $1.64K - $1.83K
1.72K $413K
TBIL
Rbb Fd Inc Us Treas 3 Month Bi
13.2K
New
N/A
13.2K $0
Pimco ETF Tr
1.81M
New
N/A
1.81M $0
VUSB
Vanguard Bd Index Fds
18.9K
+ 13.06%
N/A
164K $0
CGMS
Capital Grp Core Plus Income E
154K
+ 42.88%
N/A
512K $0
HYD
Vaneck High Yield Muni ETF

ETFs
1.42K
+ 2.21%
$51.09 - $53.06 $72.5K - $75.3K
65.6K $3.41M
SMMU
Pimco ETF Tr Sht Term Mun Bd A

ETFs
8
+ 0.16%
$49.74 - $50.43 $398 - $403
5.04K $251K
VBR
Vanguard Small Cap Value ETF

ETFs
1
+ 0.07%
$197.36 - $217.3 $197 - $217
1.38K $273K
ORCL
Oracle Corp

Technology
7
+ 0.42%
$165.41 - $192.43 $1.16K - $1.35K
1.67K $277K
XLI
Industrial Sector Spdr

ETFs
1
+ 0.05%
$131.76 - $143.99 $132 - $144
2.18K $287K
PHO
Invesco Exchange Traded Fd Tr

ETFs
144
+ 3.51%
$65.79 - $72.14 $9.47K - $10.4K
4.25K $279K
RSP
Invesco S&P 500 Equal Weight E

ETFs
2
+ 0.05%
$174.22 - $187.62 $348 - $375
3.9K $683K
FSMB
First Tr Et Fd Iii Short Durat

ETFs
3.73K
+ 0.69%
$19.8 - $20.06 $73.8K - $74.8K
548K $10.9M
DVY
Ishares Tr

ETFs
13
+ 0.22%
$129.55 - $143.41 $1.68K - $1.86K
5.98K $784K
SO
Southern CO

Utilities
204
+ 3.9%
$81.5 - $94.15 $16.6K - $19.2K
5.44K $447K
HD
Home Depot, Inc.

Consumer Cyclical
204
+ 3.13%
$385.02 - $431.37 $78.5K - $88K
6.72K $2.62M
FIW
First Trust Water ETF

ETFs
10
+ 0.26%
$102.02 - $110.91 $1.02K - $1.11K
3.82K $389K
MSFT
Microsoft Corp

Technology
1.73K
+ 1.99%
$406.35 - $454.46 $705K - $788K
88.9K $37.5M
KO
Coca Cola CO

Consumer Defensive
68
+ 1.64%
$61.74 - $71.71 $4.2K - $4.88K
4.23K $263K
LOW
Lowes Companies Inc

Consumer Cyclical
1
+ 0.06%
$244.52 - $284.07 $245 - $284
1.54K $380K
IWD
Ishares Russell 1000 Val ETF

ETFs
2.57K
+ 2.27%
$183.23 - $199.79 $470K - $513K
116K $21.4M
MMIT
Indexiq Active ETF Tr Iq Macka

ETFs
12.9K
+ 2.01%
$23.99 - $24.55 $310K - $317K
655K $15.7M
JNJ
Johnson & Johnson

Healthcare
161
+ 2.93%
$143.34 - $165.86 $23.1K - $26.7K
5.65K $817K
MUST
Columbia ETF Tr I Multi Sector

ETFs
3.12K
+ 0.81%
$20.25 - $20.87 $63.2K - $65.1K
387K $7.87M
JCPB
J P Morgan Exchange Traded Fd

ETFs
996
+ 1.14%
$46.07 - $48.17 $45.9K - $48K
88.7K $4.09M
FANG
Diamondback Energy, Inc.

Energy
4.02K
+ 4.21%
$153.06 - $199.5 $615K - $802K
99.5K $16.3M
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
5.9K
+ 0.82%
$24.55 - $25.16 $145K - $148K
722K $17.8M
XLV
Select Sector Spdr Fund Health

ETFs
722
+ 3.07%
$136.28 - $154.74 $98.4K - $112K
24.3K $3.34M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
209K
+ 196.22%
$26.93 - $84.95 $5.62M - $17.7M
315K $8.61M
WPC
W. P. Carey Inc.

Real Estate
2.7K
+ 1.13%
$53.44 - $61.33 $144K - $166K
242K $13.2M
ABBV
Abb Vie Inc.

Healthcare
1.16K
+ 0.74%
$164.99 - $203.87 $191K - $236K
158K $28M
LMT
Lockheed Martin Corp

Industrials
895
+ 2.13%
$479.66 - $614.62 $429K - $550K
43K $20.9M
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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