Tru Wealth Advisors, LLC Incresed Positions in Q2 2025

Tru Wealth Advisors, LLC

  • $1.7 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
AVGO
Broadcom Inc.

Technology
313
+ 0.2%
$146.29 - $275.65 $45.8K - $86.3K
156K $43M
IWF
Ishares Russell 1000 Gr ETF

ETFs
4.15K
+ 2.25%
$320.42 - $424.58 $1.33M - $1.76M
189K $79.6M
MSFT
Microsoft Corp

Technology
2.89K
+ 3.14%
$354.56 - $497.45 $1.03M - $1.44M
95.1K $47.3M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
260K
+ 14.29%
$44.68 - $45.96 $11.6M - $11.9M
2.08M $95.1M
SNV
Synovus Financial Corp

Financial Services
186K
+ 70.59%
$38.27 - $51.75 $7.13M - $9.64M
450K $23.3M
BSCU
Invesco Exc Self Ind Tr

ETFs
489K
+ 14.39%
$16.31 - $16.78 $7.97M - $8.2M
3.88M $65.2M
FCX
Freeport Mcmoran Inc

Basic Materials
120K
+ 26.22%
$29.15 - $44.46 $3.5M - $5.34M
579K $25.1M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
2.21K
+ 2.1%
$179.95 - $278.88 $398K - $617K
108K $30M
PWR
Quanta Services, Inc.

Industrials
1.31K
+ 2.66%
$239.47 - $381.26 $315K - $501K
50.8K $19.2M
AMZN
Amazon Com Inc

Consumer Cyclical
4.66K
+ 2.63%
$167.32 - $223.3 $780K - $1.04M
182K $40M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
107K
+ 4.5%
$49.79 - $50.75 $5.32M - $5.42M
2.48M $126M
IBM
International Business Machines Corp

Technology
3.21K
+ 3.18%
$221.03 - $294.78 $710K - $947K
104K $30.7M
GOOG
Alphabet Inc.

Communication Services
7.04K
+ 3.43%
$146.58 - $180.01 $1.03M - $1.27M
212K $37.7M
AVUV
American Centy ETF Tr Avantis

ETFs
32.9K
+ 5.91%
$75.17 - $91.21 $2.48M - $3M
590K $53.8M
META
Meta Platforms, Inc.

Communication Services
1.22K
+ 6.61%
$484.66 - $738.09 $591K - $900K
19.7K $14.5M
V
Visa Inc.

Financial Services
10.2K
+ 17.92%
$308.27 - $373.31 $3.13M - $3.79M
66.9K $23.7M
QQQ
Invesco Qqq Trust, Series 1

ETFs
34
+ 0.08%
$416.06 - $551.64 $14.1K - $18.8K
43K $23.7M
CSCO
Cisco Systems, Inc.

Technology
11K
+ 3.06%
$53.19 - $69.38 $582K - $760K
369K $25.6M
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
13K
+ 4.48%
$82.17 - $99.96 $1.07M - $1.3M
304K $29.8M
NVDA
Nvidia Corp

Technology
4.85K
+ 12.46%
$94.31 - $157.99 $457K - $766K
43.7K $6.91M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1.14K
+ 3.22%
$456.74 - $568.03 $519K - $646K
36.4K $20.7M
CAT
Caterpillar Inc

Industrials
3.08K
+ 12.76%
$273.94 - $388.21 $843K - $1.2M
27.2K $10.6M
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
90.9K
+ 2.14%
$20.16 - $20.49 $1.83M - $1.86M
4.34M $88.9M
COST
Costco Wholesale Corp

Consumer Defensive
516
+ 1.38%
$908.13 - $1056.85 $469K - $545K
37.9K $37.5M
IWD
Ishares Russell 1000 Val ETF

ETFs
4.65K
+ 3.9%
$166.82 - $194.23 $776K - $904K
124K $24.1M
FANG
Diamondback Energy, Inc.

Energy
32.1K
+ 25.62%
$119.25 - $161.49 $3.82M - $5.18M
157K $21.6M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
15.1K
+ 15.11%
$96.84 - $99.46 $1.46M - $1.5M
115K $11.4M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
8.59K
+ 1.85%
$19.1 - $23.83 $164K - $205K
472K $11.3M
QUAL
Ishares Msci Usa Quality Facto

ETFs
3.78K
+ 14.56%
$152.42 - $182.82 $576K - $691K
29.7K $5.43M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
7.22K
+ 4.84%
$51.16 - $62.02 $369K - $447K
156K $9.69M
ABT
Abbott Laboratories

Healthcare
3.77K
+ 3.48%
$123.95 - $138.08 $467K - $520K
112K $15.2M
FSMB
First Tr Et Fd Iii Short Durat

ETFs
31.7K
+ 5.36%
$19.58 - $19.93 $620K - $631K
623K $12.4M
MUST
Columbia ETF Tr I Multi Sector

ETFs
32.7K
+ 15.27%
$19.47 - $20.4 $637K - $667K
247K $4.97M
HYD
Vaneck High Yield Muni ETF

ETFs
13.8K
+ 19.02%
$49.08 - $51.35 $676K - $707K
86.1K $4.32M
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
29.8K
+ 3.14%
$20.66 - $20.74 $616K - $619K
979K $20.2M
XMMO
Invesco Exchange Traded Fd Tr

ETFs
3.39K
+ 28.12%
$101.93 - $128.63 $345K - $436K
15.4K $1.99M
SPY
Spdr S&P 500 ETF Trust

ETFs
81
+ 1.03%
$496.48 - $617.85 $40.2K - $50K
7.91K $4.89M
FDVV
Fidelity High Dividend ETF

ETFs
8.66K
+ 53.86%
$43.6 - $52.02 $378K - $451K
24.7K $1.29M
RDVY
First Trust Rising Dividend Ac

ETFs
1.26K
+ 1.7%
$51.6 - $62.74 $65.2K - $79.2K
75.6K $4.74M
VNLA
Janus Henderson Short Duration

ETFs
8.57K
+ 88.07%
$48.74 - $49.2 $418K - $422K
18.3K $900K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
4.86K
+ 17.16%
$77.94 - $79.5 $378K - $386K
33.1K $2.64M
IWY
Ishares Tr Russell 200 Growth

ETFs
814
+ 19.42%
$187.5 - $246.51 $153K - $201K
5.01K $1.23M
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
NFLX
Netflix Inc

Communication Services
28
+ 5.41%
$855.86 - $1339.13 $24K - $37.5K
546 $731K
IGV
Ishares Expanded Tech Software

ETFs
481
+ 6.11%
$80.15 - $109.5 $38.6K - $52.7K
8.35K $914K
VUG
Vanguard Growth ETF

ETFs
179
+ 9.53%
$329.49 - $438.4 $59K - $78.5K
2.06K $901K
ORCL
Oracle Corp

Technology
234
+ 14.05%
$122.82 - $218.63 $28.7K - $51.2K
1.9K $415K
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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