Tru Wealth Advisors, LLC Reduced Holdings in Q4 2025

Tru Wealth Advisors, LLC

  • $1.79 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
AVUV
American Centy ETF Tr Avantis

ETFs
-271K
- 44.75%
$95.19 - $100.66 $25.8M - $27.3M
335K $32.7M
AVGO
Broadcom Inc.

Technology
-55.3K
- 37.7%
$324.63 - $385.98 $18M - $21.4M
91.5K $31.3M
ABBV
Abb Vie Inc.

Healthcare
-60.6K
- 41.01%
$211.96 - $244.38 $12.9M - $14.8M
87.2K $20.4M
GOOG
Alphabet Inc.

Communication Services
-47.3K
- 22.28%
$237.49 - $291.74 $11.2M - $13.8M
165K $47.1M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
-18.7K
- 11.15%
$242.67 - $261.79 $4.54M - $4.89M
149K $37.3M
FANG
Diamondback Energy, Inc.

Energy
-32.6K
- 20.06%
$137.29 - $149.2 $4.47M - $4.86M
130K $19.4M
XLV
Select Sector Spdr Fund Health

ETFs
-17.8K
- 82.39%
$141.95 - $152.82 $2.52M - $2.72M
3.8K $577K
COST
Costco Wholesale Corp

Consumer Defensive
-1.46K
- 3.79%
$910.94 - $954.99 $1.33M - $1.39M
37K $33.8M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-7.07K
- 4.86%
$459.47 - $491.71 $3.25M - $3.47M
138K $65.2M
VTI
Vanguard Total Stock Market Et

ETFs
-4.77K
- 1.42%
$321.8 - $337.95 $1.54M - $1.61M
332K $109M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-18.2K
- 6.9%
$26.44 - $27.53 $481K - $501K
245K $6.68M
FSMB
First Tr Et Fd Iii Short Durat

ETFs
-22.4K
- 3.49%
$20.02 - $20.12 $449K - $451K
620K $12.4M
VO
Vanguard Mid Cap ETF

ETFs
-1.03K
- 3.85%
$286.27 - $296.23 $293K - $304K
25.6K $7.34M
AMP
Ameriprise Financial Inc

Financial Services
-602
- 14.82%
$440.8 - $497.79 $265K - $300K
3.46K $1.52M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-886
- 2.07%
$589.5 - $635.77 $522K - $563K
41.8K $25.2M
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
-5.49K
- 5.03%
$50.33 - $50.81 $276K - $279K
104K $5.24M
ORCL
Oracle Corp

Technology
-183
- 9.13%
$217.57 - $313.0 $39.8K - $57.3K
1.82K $400K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-3.02K
- 12.72%
$55.63 - $58.98 $168K - $178K
20.7K $1.21M
CVX
Chevron Corp

Energy
-822
- 2.98%
$148.9 - $157.72 $122K - $130K
26.8K $4.15M
MA
Mastercard Inc

Financial Services
-125
- 9.1%
$536.85 - $580.45 $67.1K - $72.6K
1.25K $670K
MUSA
Murphy Usa Inc.

Consumer Cyclical
-177
- 14.33%
$356.57 - $396.45 $63.1K - $70.2K
1.06K $377K
VIG
Vanguard Dividend Appreciation

ETFs
-530
- 11.11%
N/A
4.24K $772K
CRM
Salesforce, Inc.

Technology
-361
- 31.72%
$235.69 - $263.41 $85.1K - $95.1K
777 $184K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-561
- 8.78%
$137.47 - $143.13 $77.1K - $80.3K
5.83K $822K
FDN
First Tr Fd Dow Jones

ETFs
-35
- 0.55%
$269.33 - $285.7 $9.43K - $10K
6.36K $1.71M
VUG
Vanguard Growth ETF

ETFs
-173
- 8.25%
$470.44 - $504.26 $81.4K - $87.2K
1.92K $930K
GE
General Electric CO

Industrials
-239
- 21.63%
$291.49 - $314.28 $69.7K - $75.1K
866 $259K
VXF
Vanguard Extended Market ETF

ETFs
-211
- 3.6%
$204.22 - $215.05 $43.1K - $45.4K
5.65K $1.15M
FHN
First Horizon Corp

Financial Services
-1.44K
- 10.91%
$19.94 - $23.43 $28.6K - $33.6K
11.7K $241K
RDVY
First Trust Rising Dividend Ac

ETFs
-456
- 0.6%
$65.02 - $68.31 $29.6K - $31.1K
75.4K $5.04M
TSLA
Tesla, Inc.

Consumer Cyclical
-14
- 1.03%
$401.99 - $468.37 $5.63K - $6.56K
1.34K $549K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-51
- 2.43%
$577.77 - $604.78 $29.5K - $30.8K
2.05K $1.2M
PFE
Pfizer Inc

Healthcare
-1.42K
- 3.76%
$24.23 - $27.37 $34.4K - $38.9K
36.4K $912K
LOW
Lowes Companies Inc

Consumer Cyclical
-16
- 1.01%
$225.0 - $247.99 $3.6K - $3.97K
1.56K $351K
PG
Procter & Gamble CO

Consumer Defensive
-22
- 0.51%
$145.5 - $153.18 $3.2K - $3.37K
4.3K $627K
DIS
Walt Disney CO

Communication Services
-161
- 7.99%
$105.69 - $116.65 $17K - $18.8K
1.85K $195K
IWR
Ishares Russell Mid Cap ETF

ETFs
-232
- 8.65%
$94.02 - $97.61 $21.8K - $22.6K
2.45K $231K
SO
Southern CO

Utilities
-16
- 0.27%
$90.58 - $99.72 $1.45K - $1.6K
5.82K $526K
FXL
First Tr Exchange Traded Fd Fi

ETFs
-100
- 1.8%
$164.35 - $176.31 $16.4K - $17.6K
5.46K $898K
PLTR
Palantir Technologies Inc.

Technology
-8
- 0.31%
$172.14 - $207.18 $1.38K - $1.66K
2.57K $446K
LQD
Ishares Iboxx $ Investment Gra

ETFs
-180
- 7.66%
$110.25 - $112.92 $19.8K - $20.3K
2.17K $239K
BAC
Bank Of America Corp

Financial Services
-339
- 1.51%
$48.65 - $54.11 $16.5K - $18.3K
22.2K $1.14M
RSP
Invesco S&P 500 Equal Weight E

ETFs
-50
- 1.49%
$185.12 - $192.11 $9.26K - $9.61K
3.3K $618K
VBR
Vanguard Small Cap Value ETF

ETFs
-66
- 5.2%
$201.42 - $211.15 $13.3K - $13.9K
1.2K $247K
ABT
Abbott Laboratories

Healthcare
-45
- 1.71%
$123.62 - $134.59 $5.56K - $6.06K
2.59K $336K
VV
Vanguard Large Cap ETF

ETFs
-30
- 1.49%
$301.9 - $317.98 $9.06K - $9.54K
1.98K $615K
TLT
Ishares Barclays 20+ Year Trea

ETFs
-21
- 0.9%
$88.67 - $92.06 $1.86K - $1.93K
2.31K $205K
VLO
Valero Energy Corp

Energy
-104
- 7.49%
$156.39 - $181.76 $16.3K - $18.9K
1.29K $233K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-74
- 1.24%
$475.68 - $513.11 $35.2K - $38K
5.88K $2.99M
Activity Summary
Buys All Purchases 92 New Holdings 5 Increased Positions 87 Sells All Sells 65 Reductions 65 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Tru Wealth Advisors, LLC Portfolio

Follow Tru Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Tru Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Tru Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email