Tru Independence LLC Portfolio Holdings
Tru Independence LLC
- $310 Million
- Q4 2024
Tru Independence LLC has filed its 13F form on January 22, 2025 for Q4 2024 where it was disclosed a total value porftolio of $310 Million distributed in 113 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr with a value of $14M, First Trust Capital Strength E with a value of $12.1M, Fidelity Merrimack Str Tr Tota with a value of $11.9M, Dimensional ETF Tr U S Core Eq with a value of $10.9M, and Apple Inc. with a value of $8.71M.
Examining the 13F form we can see an decrease of $23.7M in the current position value, from $334M to 310M.
Below you can find more details about Tru Independence LLC portfolio as well as his latest detailed transactions.
Portfolio value
$310 Million
ETFs: $104 Million
Industrials: $40.7 Million
Financial Services: $34 Million
Technology: $25.2 Million
Consumer Cyclical: $22.9 Million
Real Estate: $15.8 Million
Healthcare: $15.3 Million
Basic Materials: $13.6 Million
Other: $38.1 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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