Tru Wealth Advisors, LLC Incresed Positions in Q1 2025

Tru Wealth Advisors, LLC

  • $1.56 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
FCX
Freeport Mcmoran Inc

Basic Materials
190K
+ 70.7%
$34.5 - $43.01 $6.55M - $8.17M
459K $17.4M
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
91K
+ 45.56%
$89.18 - $104.04 $8.11M - $9.47M
291K $26.6M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
137K
+ 6.13%
$50.48 - $51.04 $6.92M - $7M
2.37M $120M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
79K
+ 4.54%
$44.41 - $45.98 $3.51M - $3.63M
1.82M $82.8M
FANG
Diamondback Energy, Inc.

Energy
25.7K
+ 25.81%
$139.9 - $180.18 $3.59M - $4.63M
125K $20M
SHEL
Shell PLC

Energy
1.51K
+ 0.47%
$62.84 - $73.29 $95K - $111K
324K $23.6M
CVX
Chevron Corp

Energy
3.38K
+ 3.08%
$146.71 - $167.97 $496K - $567K
113K $18.9M
BSCU
Invesco Exc Self Ind Tr

ETFs
117K
+ 3.58%
$16.2 - $16.64 $1.9M - $1.95M
3.4M $56.4M
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
81.2K
+ 1.95%
$20.05 - $20.4 $1.63M - $1.66M
4.25M $86.4M
WPC
W. P. Carey Inc.

Real Estate
6K
+ 2.48%
$53.5 - $65.05 $321K - $391K
248K $15.7M
V
Visa Inc.

Financial Services
1.16K
+ 2.1%
$306.92 - $362.71 $357K - $422K
56.7K $19.9M
LQD
Ishares Iboxx $ Investment Gra

ETFs
12.8K
+ 2.96%
$105.1 - $109.61 $1.35M - $1.41M
445K $48.3M
COST
Costco Wholesale Corp

Consumer Defensive
678
+ 1.85%
$890.62 - $1076.86 $604K - $730K
37.4K $35.4M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
14.5K
+ 17.03%
$95.85 - $99.25 $1.39M - $1.44M
99.8K $9.85M
FSMB
First Tr Et Fd Iii Short Durat

ETFs
43.6K
+ 7.96%
$19.8 - $19.97 $863K - $870K
591K $11.7M
IWD
Ishares Russell 1000 Val ETF

ETFs
3.92K
+ 3.4%
$182.82 - $196.21 $717K - $770K
119K $22.2M
MMIT
Indexiq Active ETF Tr Iq Macka

ETFs
26.6K
+ 4.05%
$23.87 - $24.35 $634K - $647K
682K $16.3M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
15.9K
+ 5.04%
$27.01 - $28.54 $429K - $454K
331K $9.13M
JCPB
J P Morgan Exchange Traded Fd

ETFs
6.84K
+ 7.71%
$45.56 - $47.23 $312K - $323K
95.5K $4.48M
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
9.43K
+ 1.31%
$24.5 - $24.95 $231K - $235K
731K $18.1M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
2.39K
+ 6.33%
$68.32 - $75.06 $163K - $179K
40.1K $2.95M
HYD
Vaneck High Yield Muni ETF

ETFs
6.76K
+ 10.3%
$50.79 - $52.53 $343K - $355K
72.4K $3.69M
XLV
Select Sector Spdr Fund Health

ETFs
627
+ 2.59%
$137.61 - $149.68 $86.3K - $93.8K
24.9K $3.6M
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
11.3K
+ 1.2%
$20.64 - $20.73 $233K - $234K
949K $19.6M
MCD
Mcdonalds Corp

Consumer Cyclical
307
+ 4.72%
$279.74 - $321.29 $85.9K - $98.6K
6.81K $2.13M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
2.32K
+ 8.92%
$77.7 - $78.94 $180K - $183K
28.3K $2.23M
T
At&T Inc.

Communication Services
4.32K
+ 30.78%
$21.56 - $28.28 $93.2K - $122K
18.4K $519K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
4.79K
+ 11.82%
$53.6 - $58.97 $257K - $283K
45.3K $2.46M
MCK
Mckesson Corp

Healthcare
82
+ 7.64%
$566.21 - $672.99 $46.4K - $55.2K
1.16K $777K
QUAL
Ishares Msci Usa Quality Facto

ETFs
2.09K
+ 8.76%
$168.16 - $186.21 $351K - $389K
25.9K $4.4M
GSY
Invesco Actively Mngd ETF Tr U

ETFs
2.95K
+ 4.42%
$50.03 - $50.27 $147K - $148K
69.6K $3.49M
RDVY
First Trust Rising Dividend Ac

ETFs
3.16K
+ 4.44%
$57.22 - $63.39 $181K - $200K
74.3K $4.31M
FDVV
Fidelity High Dividend ETF

ETFs
1.99K
+ 14.09%
$48.86 - $52.28 $97K - $104K
16.1K $790K
META
Meta Platforms, Inc.

Communication Services
523
+ 2.92%
$576.36 - $736.67 $301K - $385K
18.4K $10.6M
SYK
Stryker Corp

Healthcare
105
+ 5.45%
$355.18 - $399.9 $37.3K - $42K
2.03K $756K
XLF
Financial Sector Spdr

ETFs
680
+ 5.86%
$47.32 - $52.19 $32.2K - $35.5K
12.3K $604K
DIVB
Ishares Tr U S Divid & Buyback

ETFs
814
+ 19.22%
$46.86 - $50.66 $38.1K - $41.2K
5.05K $242K
FTNT
Fortinet, Inc.

Technology
224
+ 2.51%
$92.49 - $114.57 $20.7K - $25.7K
9.14K $880K
VNLA
Janus Henderson Short Duration

ETFs
489
+ 5.29%
$48.89 - $49.21 $23.9K - $24.1K
9.73K $478K
XLE
Energy Sector Spdr

ETFs
7
+ 0.26%
$85.7 - $93.96 $600 - $658
2.71K $250K
FLRN
Spdr Bloomberg Investment Grad

ETFs
389
+ 4.44%
$30.71 - $30.87 $11.9K - $12K
9.15K $282K
DVY
Ishares Tr

ETFs
10
+ 0.17%
$128.58 - $138.1 $1.29K - $1.38K
5.99K $794K
XLI
Industrial Sector Spdr

ETFs
53
+ 2.43%
$128.78 - $141.67 $6.83K - $7.51K
2.24K $291K
IWY
Ishares Tr Russell 200 Growth

ETFs
449
+ 12.0%
$210.19 - $243.33 $94.4K - $109K
4.19K $882K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
6
+ 0.09%
$126.11 - $135.06 $757 - $810
6.74K $859K
TBIL
Rbb Fd Inc Us Treas 3 Month Bi
10.1K
+ 76.68%
N/A
23.3K $0
CGMS
Capital Grp Core Plus Income E
98.7K
+ 19.27%
N/A
611K $0
Pimco ETF Tr
568K
+ 31.41%
N/A
2.38M $0
VUSB
Vanguard Bd Index Fds
44.8K
+ 27.33%
N/A
209K $0
Activity Summary
Buys All Purchases 89 New Holdings 8 Increased Positions 81 Sells All Sells 50 Reductions 50 Sold out 0 Options Calls 0 Puts 0
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