Tru Wealth Advisors, LLC Sells in Q2 2025

Tru Wealth Advisors, LLC

  • $1.7 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
LQD
Ishares Iboxx $ Investment Gra

ETFs
-442K
- 99.38%
$105.23 - $109.61 $46.6M - $48.5M
2.74K $300K
VTI
Vanguard Total Stock Market Et

ETFs
-121K
- 25.21%
$243.75 - $303.93 $29.4M - $36.7M
358K $109M
CVX
Chevron Corp

Energy
-85K
- 75.22%
$133.73 - $168.51 $11.4M - $14.3M
28K $4.01M
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
-15.3K
- 11.56%
$48.46 - $50.2 $741K - $767K
117K $5.8M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-10.7K
- 3.23%
$24.32 - $27.87 $260K - $298K
320K $8.49M
MRK
Merck & Co., Inc.

Healthcare
-5.95K
- 60.51%
$73.47 - $87.12 $437K - $518K
3.88K $307K
SHV
Ishares Tr

ETFs
-3.83K
- 66.67%
$110.06 - $110.46 $421K - $423K
1.91K $211K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-6.76K
- 14.91%
$47.46 - $55.3 $321K - $374K
38.6K $2.13M
VHT
Vanguard Health Care ETF

ETFs
-385
- 4.06%
$236.71 - $261.92 $91.1K - $101K
9.1K $2.26M
VXF
Vanguard Extended Market ETF

ETFs
-1.56K
- 20.98%
$150.43 - $192.71 $234K - $300K
5.86K $1.13M
XLE
Energy Sector Spdr

ETFs
-71
- 2.62%
$76.44 - $94.13 $5.43K - $6.68K
2.64K $223K
KO
Coca Cola CO

Consumer Defensive
-47
- 1.16%
$68.37 - $73.9 $3.21K - $3.47K
4.02K $284K
VIG
Vanguard Dividend Appreciation

ETFs
-18
- 0.38%
N/A
4.76K $867K
MA
Mastercard Inc

Financial Services
-30
- 2.66%
$479.92 - $590.74 $14.4K - $17.7K
1.1K $617K
SO
Southern CO

Utilities
-1
- 0.02%
$84.91 - $92.56 $84.9 - $92.6
5.37K $493K
TBIL
Rbb Fd Inc Us Treas 3 Month Bi
-762
- 3.27%
N/A
22.5K $0
SUB
Ishares Short Term National Mu

ETFs
-1
- 0.04%
$104.77 - $106.34 $105 - $106
2.46K $261K
XSVM
Invesco S&P Smallcap Value Wit

ETFs
-107
- 2.5%
$44.22 - $52.08 $4.73K - $5.57K
4.18K $217K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-260
- 3.86%
$114.78 - $133.31 $29.8K - $34.7K
6.48K $863K
DIVB
Ishares Tr U S Divid & Buyback

ETFs
-98
- 1.94%
$42.56 - $50.32 $4.17K - $4.93K
4.95K $249K
F
Ford Motor CO

Consumer Cyclical
-1
- 0.01%
$8.69 - $10.85 $8.69 - $10.9
10.2K $110K
VB
Vanguard Small Cap ETF

ETFs
-15
- 0.87%
$193.73 - $237.37 $2.91K - $3.56K
1.71K $404K
IHI
Ishares Tr Dow Jones Us Medica

ETFs
-120
- 0.74%
$54.27 - $63.01 $6.51K - $7.56K
16.1K $1.01M
MS
Morgan Stanley

Financial Services
-1
- 0.05%
$99.83 - $140.86 $99.8 - $141
1.99K $279K
IVV
Ishares Core S&P 500 ETF

ETFs
-1
- 0.11%
$498.8 - $620.9 $499 - $621
925 $574K
BAC
Bank Of America Corp

Financial Services
-345
- 1.51%
$34.39 - $47.46 $11.9K - $16.4K
22.5K $1.06M
AMP
Ameriprise Financial Inc

Financial Services
-134
- 3.2%
$422.19 - $533.73 $56.6K - $71.5K
4.06K $2.17M
VGT
Vanguard Information Technolog

ETFs
-17
- 0.45%
$470.37 - $663.28 $8K - $11.3K
3.76K $2.49M
VO
Vanguard Mid Cap ETF

ETFs
-329
- 1.19%
$228.54 - $279.83 $75.2K - $92.1K
27.3K $7.64M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
-980
- 0.38%
$59.24 - $71.39 $58.1K - $70K
260K $18.5M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
-287
- 0.17%
$171.4 - $227.1 $49.2K - $65.2K
171K $38.9M
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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