Tru Wealth Advisors, LLC Reduced Holdings in Q3 2024

Tru Wealth Advisors, LLC

  • $1.61 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SHEL
Shell PLC

Energy
-5.67K
- 1.33%
$65.65 - $73.28 $372K - $416K
421K $27.8M
CVX
Chevron Corp

Energy
-390
- 0.36%
$137.88 - $161.97 $53.8K - $63.2K
108K $15.8M
LLY
Eli Lilly & CO

Healthcare
-220
- 0.66%
$772.14 - $960.02 $170K - $211K
32.9K $29.1M
IHI
Ishares Tr Dow Jones Us Medica

ETFs
-7.51K
- 29.2%
$54.38 - $59.77 $408K - $449K
18.2K $1.08M
IEF
Ishares Barclays

ETFs
-2.54K
- 49.24%
$92.67 - $99.14 $235K - $251K
2.61K $256K
XOM
Exxon Mobil Corp

Energy
-1.44K
- 5.85%
$109.72 - $119.0 $158K - $171K
23.1K $2.71M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-1.3K
- 27.22%
$81.31 - $83.29 $106K - $108K
3.47K $288K
SUB
Ishares Short Term National Mu

ETFs
-788
- 20.42%
$104.3 - $106.3 $82.2K - $83.8K
3.07K $326K
VLO
Valero Energy Corp

Energy
-195
- 9.15%
$132.81 - $163.48 $25.9K - $31.9K
1.94K $261K
F
Ford Motor CO

Consumer Cyclical
-2.84K
- 19.85%
$9.71 - $14.55 $27.6K - $41.3K
11.5K $121K
COF
Capital One Financial Corp

Financial Services
-400
- 20.1%
$131.42 - $153.05 $52.6K - $61.2K
1.59K $238K
CRM
Salesforce, Inc.

Technology
-115
- 13.56%
$238.42 - $276.53 $27.4K - $31.8K
733 $200K
FDN
First Tr Fd Dow Jones

ETFs
-255
- 3.85%
$183.68 - $212.48 $46.8K - $54.2K
6.37K $1.35M
NFLX
Netflix Inc

Communication Services
-40
- 7.18%
$598.55 - $722.26 $23.9K - $28.9K
517 $366K
PEP
Pepsico Inc

Consumer Defensive
-92
- 6.22%
$161.9 - $179.3 $14.9K - $16.5K
1.39K $235K
VIG
Vanguard Dividend Appreciation

ETFs
-4
- 0.08%
$182.15 - $182.15 $729 - $729
4.81K $876K
FXL
First Tr Exchange Traded Fd Fi

ETFs
-119
- 2.06%
$122.48 - $142.51 $14.6K - $17K
5.66K $784K
VZ
Verizon Communications Inc

Communication Services
-429
- 6.78%
$38.89 - $45.0 $16.7K - $19.3K
5.9K $265K
PHO
Invesco Exchange Traded Fd Tr

ETFs
-259
- 5.94%
$63.82 - $70.54 $16.5K - $18.3K
4.1K $289K
UNH
Unitedhealth Group Inc

Healthcare
-51
- 8.29%
$488.01 - $604.18 $24.9K - $30.8K
564 $329K
XLF
Financial Sector Spdr

ETFs
-798
- 6.44%
$40.84 - $45.74 $32.6K - $36.5K
11.6K $525K
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
-83
- 2.38%
$80.13 - $88.89 $6.65K - $7.38K
3.4K $300K
VB
Vanguard Small Cap ETF

ETFs
-71
- 3.98%
$214.77 - $237.72 $15.2K - $16.9K
1.71K $406K
T
At&T Inc.

Communication Services
-1.19K
- 7.64%
$18.21 - $22.28 $21.7K - $26.6K
14.4K $317K
IJT
Ishares S&P Small Cap 600 Grow

ETFs
-133
- 3.71%
$127.29 - $141.5 $16.9K - $18.8K
3.45K $480K
MA
Mastercard Inc

Financial Services
-75
- 6.25%
$429.6 - $500.99 $32.2K - $37.6K
1.13K $555K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-200
- 2.8%
$117.9 - $128.2 $23.6K - $25.6K
6.93K $888K
PM
Philip Morris International Inc.

Consumer Defensive
-5
- 0.23%
$101.25 - $127.45 $506 - $637
2.16K $262K
SO
Southern CO

Utilities
-204
- 3.75%
$77.0 - $90.52 $15.7K - $18.5K
5.23K $471K
VXF
Vanguard Extended Market ETF

ETFs
-334
- 3.83%
$163.98 - $182.92 $54.8K - $61.1K
8.4K $1.53M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-43
- 1.86%
$523.84 - $572.02 $22.5K - $24.6K
2.27K $1.29M
LOW
Lowes Companies Inc

Consumer Cyclical
-1
- 0.06%
$213.3 - $270.78 $213 - $271
1.54K $416K
SPY
Spdr S&P 500 ETF Trust

ETFs
-230
- 2.82%
$517.38 - $573.86 $119K - $132K
7.93K $4.55M
BX
Blackstone Inc.

Financial Services
-69
- 1.36%
$120.77 - $159.66 $8.33K - $11K
4.99K $764K
QQQ
Invesco Qqq Trust, Series 1

ETFs
-250
- 0.57%
$434.77 - $502.96 $109K - $126K
43.2K $21.1M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-111
- 1.85%
$405.19 - $478.57 $45K - $53.1K
5.9K $2.72M
RDVY
First Trust Rising Dividend Ac

ETFs
-143
- 0.2%
$53.68 - $59.24 $7.68K - $8.47K
70.4K $4.17M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-243
- 0.16%
$59.93 - $66.52 $14.6K - $16.2K
149K $9.92M
VO
Vanguard Mid Cap ETF

ETFs
-11
- 0.04%
$237.84 - $263.83 $2.62K - $2.9K
28.1K $7.42M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-1.25K
- 1.16%
$77.02 - $85.06 $96.1K - $106K
106K $8.99M
COST
Costco Wholesale Corp

Consumer Defensive
-551
- 1.31%
$801.83 - $917.05 $442K - $505K
41.6K $36.9M
Activity Summary
Buys All Purchases 98 New Holdings 11 Increased Positions 87 Sells All Sells 42 Reductions 42 Sold out 0 Options Calls 0 Puts 0
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