Tru Wealth Advisors, LLC has filed its 13F form on January 15, 2025 for Q4 2024 where it was disclosed a total value porftolio of $1.59 Billion distributed in 163 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 $154M, Janus Detroit Str Tr Janus Hen with a value of $113M, Invesco ETF Fd Tr Invesco Bull with a value of $83.9M, Fidelity Merrimack Str Tr Tota with a value of $78.1M, and Ishares Russell 1000 Gr ETF with a value of $72.6M.
Examining the 13F form we can see an decrease of $26.2M in the current position value, from $1.61B to 1.59B.
Below you can find more details about Tru Wealth Advisors, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$1.59 Billion
ETFs: $998 Million
Technology: $180 Million
Healthcare: $79.8 Million
Financial Services: $69.5 Million
Energy: $55.3 Million
Communication Services: $52.8 Million
Industrials: $45.2 Million
Consumer Cyclical: $44.7 Million
Other: $62.5 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
