Truvestments Capital LLC Purchases in Q4 2024

Truvestments Capital LLC

  • $376 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VGIT
Vanguard Intermediate Term Tre

ETFs
5
+ 10.2%
$57.78 - $60.4 $289 - $302
54 $3K
VRT
Vertiv Holdings CO

Industrials
20
New
N/A
20 $1K
SAP
Sap Se

Technology
7
New
$218.13 - $255.54 $1.53K - $1.79K
7 $1K
ASX
Ase Technology Holding Co., Ltd.

Technology
112
New
$9.49 - $10.74 $1.06K - $1.2K
112 $1K
ODFL
Old Dominion Freight Line, Inc.

Industrials
10
New
$176.4 - $231.84 $1.76K - $2.32K
10 $1K
OTIS
Otis Worldwide Corp

Industrials
51
+ 14.57%
$92.57 - $106.01 $4.72K - $5.41K
401 $37K
SNOW
Snowflake Inc.

Technology
12
New
$109.65 - $186.51 $1.32K - $2.24K
12 $1K
CSQ
Calamos Strategic Total Return Fund

Financial Services
41
+ 1.73%
$17.14 - $18.44 $703 - $756
2.41K $42K
AUTL
Autolus Therapeutics PLC

Healthcare
500
New
$2.18 - $4.8 $1.09K - $2.4K
500 $1K
BND
Vanguard Bd Index Fd Inc Total

ETFs
18
+ 2.65%
$71.75 - $75.11 $1.29K - $1.35K
697 $50K
Bluebird Bio Inc
6
New
N/A
6 $0
SCHR
Schwab Intermediate Term Us Tr

ETFs
115
+ 100.0%
$24.19 - $50.58 $2.78K - $5.82K
230 $5K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
69
+ 100.0%
$18.41 - $40.87 $1.27K - $2.82K
138 $2K
First Tr Exchng Traded Fd Vi
75
New
N/A
75 $0
A K A Brands Hldg Corp
700
New
N/A
700 $0
GTX
Garrett Motion Inc.

Consumer Cyclical
3
New
$7.34 - $9.6 $22 - $28.8
3 $0
SCHX
Schwab Strategic Tr Us Large C

ETFs
198
+ 200.0%
$22.4 - $68.28 $4.44K - $13.5K
297 $6K
SCHA
Schwab Strategic Tr Us Small C

ETFs
74
+ 100.0%
$25.33 - $51.16 $1.87K - $3.79K
148 $3K
Serve Robotics Inc
1.13K
New
N/A
1.13K $0
OGN
Organon & Co.

Healthcare
5
+ 9.8%
$14.44 - $18.83 $72.2 - $94.1
56 $0
FNDA
Schwab Fundamental U S Small C

ETFs
96
+ 100.0%
$29.26 - $59.11 $2.81K - $5.67K
192 $5K
REZI
Resideo Technologies, Inc.

Industrials
5
New
$19.3 - $27.75 $96.5 - $139
5 $0
Kiniksa Pharmaceuticals Intl
290
+ 53.8%
N/A
829 $0
Tidal ETF Tr
700
New
N/A
700 $0
FNDX
Schwab Fundamental U S Large C

ETFs
228
+ 200.0%
$23.49 - $71.77 $5.36K - $16.4K
342 $8K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
656
+ 200.0%
$27.54 - $83.04 $18.1K - $54.5K
984 $27K
NLOK
Norton Life Lock Inc.

Technology
4
+ 0.42%
N/A
951 $20K
SOXX
Ishares Semiconductor ETF

ETFs
12
+ 8.0%
$211.27 - $239.8 $2.54K - $2.88K
162 $34K
Grayscale Bitcoin Mini Tr Et
244
New
N/A
244 $0
J P Morgan Exchange Traded F
64
New
N/A
64 $0
Ge Vernova Inc
7
+ 16.28%
N/A
50 $0
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
4
+ 7.55%
$77.86 - $79.27 $311 - $317
57 $4K
GPS
Gap Inc

Consumer Cyclical
1
+ 0.69%
N/A
146 $2K
Fidelity Covington Trust
300
New
N/A
300 $0
Simplify Exchange Traded Fun
47
New
N/A
47 $0
Brookfield Infrastructure CO
76.9K
New
N/A
76.9K $0
Palvella Therapeutics Inc Ne
14
New
N/A
14 $0
SCHG
Schwab Strategic Tr Us Large C

ETFs
2
New
$25.93 - $105.3 $51.9 - $211
2 $0
Te Connectivity PLC
149
+ 15.47%
N/A
1.11K $0
SBSW
Sibanye Stillwater LTD

Basic Materials
119
New
$3.24 - $5.22 $386 - $621
119 $0
CCEP
Coca Cola Europacific Partners PLC

Consumer Defensive
2
+ 1.83%
$74.71 - $79.24 $149 - $158
111 $8K
Amc Entmt Hldgs Inc
6
New
N/A
6 $0
RXT
Rackspace Technology, Inc.

Technology
150
New
$2.17 - $3.03 $326 - $454
150 $0
ORI
Old Republic International Corp

Financial Services
2
+ 0.69%
$34.4 - $38.98 $68.8 - $78
291 $10K
RF
Regions Financial Corp

Financial Services
5
+ 0.31%
$22.45 - $27.47 $112 - $137
1.6K $37K
Luminar Technologies Inc
5
New
N/A
5 $0
LEG
Leggett & Platt Inc

Consumer Cyclical
100
New
$9.5 - $13.67 $950 - $1.37K
100 $0
Ishares Bitcoin Trust ETF
1.25K
+ 2153.45%
N/A
1.31K $0
CHPT
Charge Point Holdings, Inc.

Consumer Cyclical
100
New
$1.07 - $1.47 $107 - $147
100 $0
Activity Summary
Buys All Purchases 489 New Holdings 147 Increased Positions 342 Sells All Sells 151 Reductions 151 Sold out 0 Options Calls 0 Puts 0
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