Tru Wealth Advisors, LLC has filed its 13F form on October 16, 2024 for Q3 2024 where it was disclosed a total value porftolio of $1.61 Billion distributed in 164 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Total Stock Market Et with a value of $152M, Janus Detroit Str Tr Janus Hen with a value of $127M, Invesco Et Self Idxd Fd Tr Bul with a value of $85.5M, Ishares Russell 1000 Gr ETF with a value of $82.7M, and Ishares Iboxx $ Investment Gra with a value of $82.3M.
Examining the 13F form we can see an increase of $124M in the current position value, from $1.49B to 1.61B.
Below you can find more details about Tru Wealth Advisors, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$1.61 Billion
ETFs: $1.02 Billion
Technology: $183 Million
Healthcare: $89.7 Million
Energy: $76.2 Million
Financial Services: $50.4 Million
Industrials: $48.5 Million
Communication Services: $46.9 Million
Consumer Defensive: $41.1 Million
Other: $57.2 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
