Tru Independence LLC Portfolio Holdings
Tru Independence LLC
- $334 Million
- Q3 2024
Tru Independence LLC has filed its 13F form on November 04, 2024 for Q3 2024 where it was disclosed a total value porftolio of $334 Million distributed in 110 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr with a value of $14.5M, First Trust Capital Strength E with a value of $12.3M, Fidelity Merrimack Str Tr Tota with a value of $11.6M, Dimensional ETF Tr U S Core Eq with a value of $10.5M, and First Trust Rising Dividend Ac with a value of $8.77M.
Examining the 13F form we can see an increase of $8.67M in the current position value, from $325M to 334M.
Below you can find more details about Tru Independence LLC portfolio as well as his latest detailed transactions.
Portfolio value
$334 Million
ETFs: $105 Million
Financial Services: $42.3 Million
Industrials: $41 Million
Technology: $25.1 Million
Consumer Cyclical: $24.2 Million
Healthcare: $18.9 Million
Basic Materials: $17.8 Million
Real Estate: $16.7 Million
Other: $42.4 Million
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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