Tru Wealth Advisors, LLC Reduced Holdings in Q3 2025

Tru Wealth Advisors, LLC

  • $1.8 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
-94K
- 87.39%
$275.84 - $326.36 $25.9M - $30.7M
13.6K $4.42M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
-443K
- 17.87%
$50.53 - $50.82 $22.4M - $22.5M
2.04M $103M
ABT
Abbott Laboratories

Healthcare
-109K
- 97.65%
$120.51 - $136.62 $13.2M - $14.9M
2.64K $353K
IWF
Ishares Russell 1000 Gr ETF

ETFs
-43.2K
- 22.91%
$420.11 - $472.68 $18.2M - $20.4M
145K $66.9M
MMIT
Indexiq Active ETF Tr Iq Macka

ETFs
-191K
- 27.65%
$23.69 - $24.32 $4.53M - $4.65M
500K $12.2M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-56.7K
- 17.7%
$26.38 - $27.95 $1.5M - $1.58M
264K $7.2M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-14.8K
- 38.48%
$55.15 - $58.11 $818K - $862K
23.7K $1.36M
BMY
Bristol Myers Squibb CO

Healthcare
-8.01K
- 3.21%
$43.31 - $48.98 $347K - $393K
242K $10.9M
XLV
Select Sector Spdr Fund Health

ETFs
-4.11K
- 15.99%
$129.01 - $139.72 $530K - $574K
21.6K $3M
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
-7.74K
- 6.62%
$49.09 - $50.58 $380K - $391K
109K $5.51M
TLT
Ishares Barclays 20+ Year Trea

ETFs
-2.08K
- 47.12%
$85.01 - $90.35 $177K - $188K
2.33K $208K
VHT
Vanguard Health Care ETF

ETFs
-972
- 10.68%
$239.12 - $259.95 $232K - $253K
8.13K $2.11M
SHEL
Shell PLC

Energy
-7.27K
- 2.19%
$69.82 - $73.93 $507K - $537K
325K $23.3M
PM
Philip Morris International Inc.

Consumer Defensive
-398
- 18.84%
$157.77 - $183.27 $62.8K - $72.9K
1.71K $278K
NFLX
Netflix Inc

Communication Services
-17
- 3.11%
$1147.87 - $1297.18 $19.5K - $22.1K
529 $634K
PG
Procter & Gamble CO

Consumer Defensive
-209
- 4.61%
$150.47 - $161.22 $31.4K - $33.7K
4.32K $664K
ADP
Automatic Data Processing Inc

Industrials
-106
- 12.86%
$288.69 - $310.94 $30.6K - $33K
718 $210K
IHI
Ishares Tr Dow Jones Us Medica

ETFs
-23
- 0.14%
$59.29 - $62.87 $1.36K - $1.45K
16.1K $966K
LQD
Ishares Iboxx $ Investment Gra

ETFs
-390
- 14.23%
$107.66 - $112.36 $42K - $43.8K
2.35K $262K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
-101
- 12.05%
$301.44 - $365.84 $30.4K - $36.9K
737 $238K
VB
Vanguard Small Cap ETF

ETFs
-211
- 12.35%
$237.58 - $259.17 $50.1K - $54.7K
1.5K $380K
T
At&T Inc.

Communication Services
-352
- 1.92%
$26.94 - $29.62 $9.48K - $10.4K
18K $508K
COP
Conocophillips

Energy
-251
- 10.33%
$91.0 - $98.99 $22.8K - $24.8K
2.18K $206K
XLE
Energy Sector Spdr

ETFs
-172
- 6.53%
$84.25 - $91.99 $14.5K - $15.8K
2.46K $220K
TBIL
Rbb Fd Inc Us Treas 3 Month Bi
-3.9K
- 17.31%
N/A
18.6K $0
CEG
Constellation Energy Corp

Utilities
-3
- 0.36%
$298.82 - $354.89 $896 - $1.06K
828 $272K
PEP
Pepsico Inc

Consumer Defensive
-70
- 4.29%
$133.81 - $152.16 $9.37K - $10.7K
1.56K $219K
PFE
Pfizer Inc

Healthcare
-1.49K
- 3.79%
$23.29 - $25.88 $34.7K - $38.5K
37.8K $962K
MRK
Merck & Co., Inc.

Healthcare
-55
- 1.42%
$77.6 - $87.37 $4.27K - $4.81K
3.83K $321K
RSP
Invesco S&P 500 Equal Weight E

ETFs
-51
- 1.5%
$181.56 - $190.33 $9.26K - $9.71K
3.35K $636K
RTX
Raytheon Technologies Corp

Industrials
-78
- 4.7%
$144.19 - $167.33 $11.2K - $13.1K
1.58K $264K
IJT
Ishares S&P Small Cap 600 Grow

ETFs
-59
- 1.56%
$131.47 - $143.64 $7.76K - $8.47K
3.74K $528K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-89
- 1.37%
$132.9 - $142.03 $11.8K - $12.6K
6.39K $900K
XOM
Exxon Mobil Corp

Energy
-531
- 2.49%
$105.83 - $117.22 $56.2K - $62.2K
20.8K $2.35M
VO
Vanguard Mid Cap ETF

ETFs
-675
- 2.47%
$279.83 - $293.74 $189K - $198K
26.6K $7.82M
CVX
Chevron Corp

Energy
-369
- 1.32%
$145.57 - $161.83 $53.7K - $59.7K
27.6K $4.29M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
-1.6K
- 0.62%
$70.77 - $73.59 $113K - $118K
258K $18.9M
IWD
Ishares Russell 1000 Val ETF

ETFs
-2.94K
- 2.37%
$192.76 - $203.86 $567K - $600K
121K $24.5M
VEU
Vanguard Ftse All World Ex Us

ETFs
-671
- 0.44%
$66.38 - $71.68 $44.5K - $48.1K
151K $10.8M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-465
- 0.1%
$23.82 - $25.84 $11.1K - $12K
472K $12.1M
VTI
Vanguard Total Stock Market Et

ETFs
-22.1K
- 6.16%
$303.93 - $329.86 $6.71M - $7.28M
336K $110M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-250
- 0.58%
$546.99 - $602.2 $137K - $151K
42.7K $25.6M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
-3.79K
- 2.21%
$225.11 - $247.9 $852K - $939K
168K $41.4M
AVGO
Broadcom Inc.

Technology
-9.2K
- 5.9%
$264.74 - $369.57 $2.44M - $3.4M
147K $48.4M
GOOG
Alphabet Inc.

Communication Services
-127
- 0.06%
$175.16 - $255.24 $22.2K - $32.4K
212K $51.7M
Activity Summary
Buys All Purchases 108 New Holdings 14 Increased Positions 94 Sells All Sells 46 Reductions 46 Sold out 0 Options Calls 0 Puts 0
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