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
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
ADBE
Adobe Inc.

Technology
349
+ 24.29%
$340.0 - $420.68 $119K - $147K
1.79K $690K
TLT
Ishares Barclays 20+ Year Trea

ETFs
1.63K
+ 58.58%
$83.97 - $92.85 $137K - $151K
4.41K $389K
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
FLMI
Franklin Dynamic Municipal Bon

ETFs
5.15K
+ 2.39%
$23.57 - $24.6 $121K - $127K
220K $5.34M
TSLA
Tesla, Inc.

Consumer Cyclical
87
+ 7.15%
$221.86 - $362.89 $19.3K - $31.6K
1.3K $414K
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
SMMU
Pimco ETF Tr Sht Term Mun Bd A

ETFs
6
+ 0.12%
$49.18 - $50.17 $295 - $301
5.06K $253K
Fidelity Covington Trust
271K
+ 1360.16%
N/A
290K $0
VUSB
Vanguard Bd Index Fds
36.7K
+ 17.59%
N/A
246K $0
Pimco ETF Tr
202K
+ 8.48%
N/A
2.58M $0
CGMS
Capital Grp Core Plus Income E
86.9K
+ 14.22%
N/A
698K $0
ETR
Entergy Corp

Utilities
56
+ 2.33%
$79.01 - $86.61 $4.42K - $4.85K
2.46K $204K
MCD
Mcdonalds Corp

Consumer Cyclical
439
+ 6.44%
$285.55 - $321.23 $125K - $141K
7.25K $2.12M
COP
Conocophillips

Energy
199
+ 8.92%
$82.66 - $106.1 $16.4K - $21.1K
2.43K $218K
MUSA
Murphy Usa Inc.

Consumer Cyclical
82
+ 7.11%
$388.56 - $520.27 $31.9K - $42.7K
1.24K $502K
PFE
Pfizer Inc

Healthcare
2
+ 0.01%
$21.59 - $24.84 $43.2 - $49.7
39.3K $952K
JNJ
Johnson & Johnson

Healthcare
77
+ 1.53%
$146.36 - $159.82 $11.3K - $12.3K
5.1K $779K
XOM
Exxon Mobil Corp

Energy
907
+ 4.43%
$99.93 - $119.04 $90.6K - $108K
21.4K $2.3M
XLV
Select Sector Spdr Fund Health

ETFs
816
+ 3.28%
$128.77 - $144.3 $105K - $118K
25.7K $3.46M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
143
+ 2.5%
$483.48 - $539.8 $69.1K - $77.2K
5.87K $2.85M
SHEL
Shell PLC

Energy
8.43K
+ 2.6%
$59.75 - $73.05 $504K - $616K
333K $23.4M
LLY
Eli Lilly & CO

Healthcare
1.38K
+ 4.3%
$713.71 - $898.95 $984K - $1.24M
33.5K $26.1M
BMY
Bristol Myers Squibb CO

Healthcare
47.2K
+ 23.3%
$44.12 - $59.6 $2.08M - $2.81M
250K $11.6M
AAPL
Apple Inc.

Technology
8.14K
+ 4.3%
$172.42 - $223.89 $1.4M - $1.82M
197K $40.5M
ABBV
Abb Vie Inc.

Healthcare
7.79K
+ 5.78%
$170.16 - $206.27 $1.33M - $1.61M
143K $26.5M
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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