Tru Wealth Advisors, LLC Purchases in Q2 2025

Tru Wealth Advisors, LLC

  • $1.7 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
GSY
Invesco Actively Mngd ETF Tr U

ETFs
6.79K
+ 9.75%
$49.98 - $50.26 $339K - $341K
76.4K $3.83M
GOOGL
Alphabet Inc.

Communication Services
55
+ 0.37%
$144.7 - $178.6 $7.96K - $9.82K
15.1K $2.66M
WMT
Walmart Inc.

Consumer Defensive
101
+ 0.31%
$81.79 - $99.98 $8.26K - $10.1K
32.5K $3.17M
CEG
Constellation Energy Corp

Utilities
831
New
$170.96 - $322.76 $142K - $268K
831 $268K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
838
New
$177.93 - $313.14 $149K - $262K
838 $262K
NFLX
Netflix Inc

Communication Services
28
+ 5.41%
$855.86 - $1339.13 $24K - $37.5K
546 $731K
DIS
Walt Disney CO

Communication Services
1.98K
New
$81.72 - $124.01 $162K - $246K
1.98K $245K
ACM
Aecom

Industrials
2.15K
New
$87.19 - $113.06 $187K - $243K
2.15K $242K
RTX
Raytheon Technologies Corp

Industrials
1.66K
New
$113.75 - $148.48 $189K - $246K
1.66K $242K
IWL
Ishares Tr Russell 200 ETF

ETFs
1.45K
New
$122.36 - $153.12 $178K - $222K
1.45K $222K
XSMO
Invesco S&P Smallcap Momentum

ETFs
3.13K
New
$55.15 - $68.11 $173K - $213K
3.13K $213K
TMFC
Rbb Rf Inc Motley Fool 100 Ind

ETFs
3.3K
New
$49.85 - $64.51 $165K - $213K
3.3K $213K
CRM
Salesforce, Inc.

Technology
763
New
$236.26 - $291.15 $180K - $222K
763 $208K
IGV
Ishares Expanded Tech Software

ETFs
481
+ 6.11%
$80.15 - $109.5 $38.6K - $52.7K
8.35K $914K
FXD
First Tr Exchange Traded Fd

ETFs
3.27K
New
$50.42 - $63.44 $165K - $207K
3.27K $207K
VUG
Vanguard Growth ETF

ETFs
179
+ 9.53%
$329.49 - $438.4 $59K - $78.5K
2.06K $901K
AMAT
Applied Materials Inc

Technology
1.11K
New
$126.95 - $183.52 $141K - $204K
1.11K $203K
ORCL
Oracle Corp

Technology
234
+ 14.05%
$122.82 - $218.63 $28.7K - $51.2K
1.9K $415K
WPC
W. P. Carey Inc.

Real Estate
5.68K
+ 2.29%
$56.12 - $64.53 $319K - $366K
254K $15.8M
FLRN
Spdr Bloomberg Investment Grad

ETFs
5.39K
+ 58.86%
$30.29 - $30.83 $163K - $166K
14.5K $448K
FTNT
Fortinet, Inc.

Technology
654
+ 7.15%
$84.71 - $108.69 $55.4K - $71.1K
9.8K $1.04M
BX
Blackstone Inc.

Financial Services
572
+ 8.21%
$120.07 - $151.11 $68.7K - $86.4K
7.54K $1.13M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
2.51K
+ 6.27%
$68.13 - $74.77 $171K - $188K
42.6K $3.1M
MMIT
Indexiq Active ETF Tr Iq Macka

ETFs
9.18K
+ 1.35%
$23.36 - $24.11 $214K - $221K
691K $16.5M
TLT
Ishares Barclays 20+ Year Trea

ETFs
1.63K
+ 58.58%
$83.97 - $92.85 $137K - $151K
4.41K $389K
ADBE
Adobe Inc.

Technology
349
+ 24.29%
$340.0 - $420.68 $119K - $147K
1.79K $690K
MCK
Mckesson Corp

Healthcare
68
+ 5.89%
$652.83 - $732.78 $44.4K - $49.8K
1.22K $896K
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
778
+ 0.11%
$24.48 - $24.9 $19K - $19.4K
732K $18.2M
HUBB
Hubbell Inc

Industrials
95
+ 11.49%
$315.94 - $408.41 $30K - $38.8K
922 $376K
TSLA
Tesla, Inc.

Consumer Cyclical
87
+ 7.15%
$221.86 - $362.89 $19.3K - $31.6K
1.3K $414K
FLMI
Franklin Dynamic Municipal Bon

ETFs
5.15K
+ 2.39%
$23.57 - $24.6 $121K - $127K
220K $5.34M
SYK
Stryker Corp

Healthcare
95
+ 4.68%
$337.37 - $395.63 $32.1K - $37.6K
2.13K $841K
PM
Philip Morris International Inc.

Consumer Defensive
211
+ 11.1%
$149.23 - $184.95 $31.5K - $39K
2.11K $384K
GE
General Electric CO

Industrials
82
+ 8.19%
$166.81 - $257.39 $13.7K - $21.1K
1.08K $278K
JCPB
J P Morgan Exchange Traded Fd

ETFs
1.19K
+ 1.24%
$45.9 - $47.2 $54.4K - $56K
96.7K $4.55M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
137
+ 3.75%
$108.87 - $133.04 $14.9K - $18.2K
3.79K $504K
HD
Home Depot, Inc.

Consumer Cyclical
131
+ 1.96%
$335.24 - $380.78 $43.9K - $49.9K
6.82K $2.5M
GLD
Spdr Gold Trust

ETFs
91
+ 11.5%
$273.71 - $316.29 $24.9K - $28.8K
882 $268K
XLI
Industrial Sector Spdr

ETFs
1
+ 0.04%
$116.42 - $147.52 $116 - $148
2.24K $330K
XLF
Financial Sector Spdr

ETFs
3
+ 0.02%
$43.92 - $52.37 $132 - $157
12.3K $643K
RSP
Invesco S&P 500 Equal Weight E

ETFs
2
+ 0.06%
$152.93 - $181.74 $306 - $363
3.4K $618K
FIW
First Trust Water ETF

ETFs
8
+ 0.21%
$90.26 - $108.05 $722 - $864
3.83K $413K
VZ
Verizon Communications Inc

Communication Services
859
+ 16.27%
$41.67 - $45.62 $35.8K - $39.2K
6.14K $265K
PHO
Invesco Exchange Traded Fd Tr

ETFs
1
+ 0.02%
$58.13 - $69.92 $58.1 - $69.9
4.25K $296K
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
10
+ 0.38%
$75.29 - $91.16 $753 - $912
2.64K $237K
LNG
Cheniere Energy, Inc.

Energy
21
+ 1.94%
$197.25 - $244.33 $4.14K - $5.13K
1.1K $268K
T
At&T Inc.

Communication Services
4
+ 0.02%
$26.33 - $28.94 $105 - $116
18.4K $531K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
44
+ 1.74%
$82.21 - $83.12 $3.62K - $3.66K
2.57K $213K
DVY
Ishares Tr

ETFs
13
+ 0.22%
$118.37 - $134.86 $1.54K - $1.75K
6K $796K
Activity Summary
Buys All Purchases 121 New Holdings 21 Increased Positions 100 Sells All Sells 32 Reductions 32 Sold out 0 Options Calls 0 Puts 0
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