Tru Wealth Advisors, LLC Reduced Holdings in Q4 2024

Tru Wealth Advisors, LLC

  • $1.59 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
LQD
Ishares Iboxx $ Investment Gra

ETFs
-296K
- 40.67%
$106.56 - $113.11 $31.6M - $33.5M
432K $46.2M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
-256K
- 10.29%
$50.62 - $50.97 $13M - $13.1M
2.24M $113M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-39.5K
- 17.92%
$370.24 - $418.94 $14.6M - $16.5M
181K $72.6M
SHEL
Shell PLC

Energy
-98.2K
- 23.34%
$60.63 - $70.23 $5.96M - $6.9M
323K $20.2M
LLY
Eli Lilly & CO

Healthcare
-1.65K
- 5.0%
$727.2 - $932.06 $1.2M - $1.53M
31.2K $24.1M
COST
Costco Wholesale Corp

Consumer Defensive
-4.87K
- 11.71%
$873.59 - $994.69 $4.26M - $4.85M
36.7K $33.6M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-556
- 2.44%
$396.64 - $516.74 $221K - $287K
22.2K $8.96M
CAT
Caterpillar Inc

Industrials
-19
- 0.08%
$360.37 - $416.88 $6.85K - $7.92K
23.2K $8.42M
IBM
International Business Machines Corp

Technology
-1.82K
- 1.44%
$204.9 - $238.04 $372K - $433K
124K $27.3M
SHV
Ishares Tr

ETFs
-4.49K
- 34.71%
$109.92 - $110.57 $494K - $497K
8.45K $930K
XOM
Exxon Mobil Corp

Energy
-913
- 3.95%
$105.51 - $125.37 $96.3K - $114K
22.2K $2.39M
MCD
Mcdonalds Corp

Consumer Cyclical
-720
- 9.96%
$288.47 - $316.54 $208K - $228K
6.51K $1.89M
GSY
Invesco Actively Mngd ETF Tr U

ETFs
-4.88K
- 6.82%
$50.0 - $50.27 $244K - $245K
66.6K $3.34M
MRK
Merck & Co., Inc.

Healthcare
-124
- 1.35%
$96.31 - $114.76 $11.9K - $14.2K
9.08K $903K
IHI
Ishares Tr Dow Jones Us Medica

ETFs
-1.99K
- 10.93%
$57.38 - $61.11 $114K - $122K
16.2K $946K
VXF
Vanguard Extended Market ETF

ETFs
-969
- 11.54%
$179.17 - $207.15 $174K - $201K
7.43K $1.41M
ADBE
Adobe Inc.

Technology
-19
- 1.41%
$437.39 - $552.96 $8.31K - $10.5K
1.33K $590K
PFE
Pfizer Inc

Healthcare
-308
- 0.78%
$24.8 - $30.19 $7.64K - $9.3K
39.3K $1.04M
WPM
Wheaton Precious Metals Corp.

Basic Materials
-1.22K
- 19.38%
$56.08 - $68.53 $68.5K - $83.7K
5.08K $285K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-165
- 7.28%
$563.99 - $620.12 $93.1K - $102K
2.1K $1.2M
COP
Conocophillips

Energy
-638
- 21.42%
$95.12 - $114.72 $60.7K - $73.2K
2.34K $232K
AMD
Advanced Micro Devices Inc

Technology
-6
- 0.35%
$118.88 - $172.8 $713 - $1.04K
1.72K $207K
UNH
Unitedhealth Group Inc

Healthcare
-58
- 10.28%
$485.52 - $625.25 $28.2K - $36.3K
506 $255K
KLAC
Kla Corp

Technology
-5
- 1.05%
$614.46 - $829.55 $3.07K - $4.15K
469 $295K
VNLA
Janus Henderson Short Duration

ETFs
-1.02K
- 9.95%
$48.82 - $49.11 $49.8K - $50.1K
9.24K $452K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-13
- 0.22%
$442.29 - $483.08 $5.75K - $6.28K
5.89K $2.67M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-504
- 14.51%
$81.68 - $82.93 $41.2K - $41.8K
2.97K $243K
IEF
Ishares Barclays

ETFs
-299
- 11.44%
$92.08 - $98.18 $27.5K - $29.4K
2.32K $214K
VZ
Verizon Communications Inc

Communication Services
-226
- 3.83%
$39.6 - $45.21 $8.95K - $10.2K
5.68K $226K
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
-123
- 3.62%
$79.93 - $88.06 $9.83K - $10.8K
3.28K $262K
PG
Procter & Gamble CO

Consumer Defensive
-54
- 1.09%
$161.05 - $179.7 $8.7K - $9.7K
4.9K $821K
ALL
Allstate Corp

Financial Services
-205
- 13.44%
$181.25 - $208.2 $37.2K - $42.7K
1.32K $254K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-197
- 2.84%
$126.68 - $134.74 $25K - $26.5K
6.73K $859K
VO
Vanguard Mid Cap ETF

ETFs
-145
- 0.52%
$261.5 - $284.63 $37.9K - $41.3K
28K $7.39M
SUB
Ishares Short Term National Mu

ETFs
-202
- 6.58%
$104.94 - $106.2 $21.2K - $21.5K
2.87K $302K
XLE
Energy Sector Spdr

ETFs
-202
- 6.96%
$83.32 - $97.27 $16.8K - $19.6K
2.7K $231K
PM
Philip Morris International Inc.

Consumer Defensive
-119
- 5.51%
$118.38 - $133.06 $14.1K - $15.8K
2.04K $245K
XSVM
Invesco S&P Smallcap Value Wit

ETFs
-200
- 1.54%
$53.38 - $60.64 $10.7K - $12.1K
12.8K $695K
T
At&T Inc.

Communication Services
-388
- 2.69%
$21.22 - $23.88 $8.23K - $9.27K
14K $319K
ISRG
Intuitive Surgical Inc

Healthcare
-2
- 0.47%
$471.27 - $550.62 $943 - $1.1K
424 $221K
FXL
First Tr Exchange Traded Fd Fi

ETFs
-93
- 1.64%
$136.18 - $158.26 $12.7K - $14.7K
5.56K $826K
SPY
Spdr S&P 500 ETF Trust

ETFs
-44
- 0.55%
$567.81 - $607.81 $25K - $26.7K
7.89K $4.62M
TSLA
Tesla, Inc.

Consumer Cyclical
-28
- 2.27%
$213.65 - $479.86 $5.98K - $13.4K
1.21K $486K
AMP
Ameriprise Financial Inc

Financial Services
-95
- 2.21%
$473.15 - $574.01 $44.9K - $54.5K
4.19K $2.23M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-53
- 0.12%
$481.22 - $538.17 $25.5K - $28.5K
43.2K $22.1M
VTI
Vanguard Total Stock Market Et

ETFs
-5.58K
- 1.04%
$280.04 - $302.45 $1.56M - $1.69M
530K $154M
JPM
Jpmorgan Chase & CO

Financial Services
-2.75K
- 2.12%
$205.18 - $250.29 $563K - $687K
127K $30.4M
AMZN
Amazon Com Inc

Consumer Cyclical
-7.82K
- 4.24%
$180.88 - $232.93 $1.41M - $1.82M
176K $38.7M
GOOG
Alphabet Inc.

Communication Services
-943
- 0.47%
$163.08 - $198.16 $154K - $187K
201K $38.2M
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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