Tru Wealth Advisors, LLC Purchases in Q3 2024

Tru Wealth Advisors, LLC

  • $1.61 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
LQD
Ishares Iboxx $ Investment Gra

ETFs
141K
+ 24.03%
$106.11 - $113.72 $15M - $16.1M
729K $82.3M
LMT
Lockheed Martin Corp

Industrials
16.3K
+ 63.07%
$460.3 - $584.56 $7.5M - $9.52M
42.1K $24.6M
BSCU
Invesco Exc Self Ind Tr

ETFs
682K
New
$16.19 - $17.05 $11M - $11.6M
682K $11.6M
VTI
Vanguard Total Stock Market Et

ETFs
8.08K
+ 1.53%
$255.18 - $283.2 $2.06M - $2.29M
536K $152M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
135K
+ 5.72%
$50.52 - $50.95 $6.82M - $6.87M
2.49M $127M
IBM
International Business Machines Corp

Technology
1.75K
+ 1.41%
$175.1 - $223.38 $306K - $390K
126K $27.8M
ABBV
Abb Vie Inc.

Healthcare
2.17K
+ 1.41%
$163.84 - $199.33 $356K - $433K
156K $30.9M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
49K
+ 4.24%
$44.65 - $47.21 $2.19M - $2.31M
1.2M $56.3M
AAPL
Apple Inc.

Technology
1.44K
+ 0.8%
$207.23 - $234.82 $299K - $338K
182K $42.3M
IWF
Ishares Russell 1000 Gr ETF

ETFs
4.87K
+ 2.26%
$332.02 - $382.76 $1.62M - $1.86M
220K $82.7M
WPC
W. P. Carey Inc.

Real Estate
31.3K
+ 15.03%
$54.63 - $63.96 $1.71M - $2M
240K $14.9M
BSCO
Invesco Et Self Idxd Fd Tr Bul

ETFs
126K
+ 3.21%
$21.05 - $21.17 $2.65M - $2.67M
4.05M $85.5M
CSCO
Cisco Systems, Inc.

Technology
8.39K
+ 2.01%
$44.74 - $53.22 $375K - $446K
425K $22.6M
PWR
Quanta Services, Inc.

Industrials
3.25K
+ 7.78%
$239.58 - $298.23 $777K - $968K
45K $13.4M
ACN
Accenture PLC

Technology
958
+ 2.22%
$295.44 - $355.81 $283K - $341K
44.2K $15.6M
IWD
Ishares Russell 1000 Val ETF

ETFs
4.28K
+ 3.94%
$173.36 - $189.8 $742K - $812K
113K $21.4M
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
33K
+ 1.22%
$19.92 - $20.67 $657K - $682K
2.75M $56.5M
AVGO
Broadcom Inc.

Technology
157K
+ 888.82%
$136.27 - $1745.86 $21.4M - $274M
174K $30.1M
CAT
Caterpillar Inc

Industrials
992
+ 4.46%
$316.8 - $391.12 $314K - $388K
23.2K $9.09M
ABT
Abbott Laboratories

Healthcare
3.05K
+ 2.53%
$100.07 - $118.13 $305K - $360K
124K $14.1M
META
Meta Platforms, Inc.

Communication Services
673
+ 4.09%
$453.41 - $572.44 $305K - $385K
17.1K $9.81M
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
24.9K
+ 26.44%
$50.15 - $51.27 $1.25M - $1.28M
119K $6.1M
MMIT
Indexiq Active ETF Tr Iq Macka

ETFs
44.2K
+ 7.39%
$24.07 - $24.62 $1.06M - $1.09M
643K $15.8M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
725
+ 2.14%
$475.2 - $527.7 $345K - $383K
34.6K $18.2M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
4.12K
+ 1.63%
$61.47 - $67.36 $253K - $278K
256K $17.2M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
8.68K
+ 12.66%
$96.25 - $101.98 $836K - $885K
77.2K $7.82M
JPM
Jpmorgan Chase & CO

Financial Services
115
+ 0.09%
$194.9 - $224.8 $22.4K - $25.9K
130K $27.3M
V
Visa Inc.

Financial Services
1.31K
+ 2.45%
$253.74 - $291.56 $332K - $381K
54.6K $15M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
1.46K
+ 0.84%
$178.94 - $207.0 $261K - $302K
176K $35.3M
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
5.54K
+ 8.86%
$94.31 - $103.26 $522K - $572K
68K $6.98M
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
10.6K
+ 1.5%
$24.39 - $25.28 $258K - $267K
716K $18M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
3.17K
+ 2.32%
$57.32 - $62.65 $182K - $199K
140K $8.72M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
6.07K
+ 19.98%
$64.57 - $71.76 $392K - $436K
36.5K $2.62M
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
19.4K
+ 2.14%
$20.47 - $20.71 $398K - $403K
927K $19.1M
MCD
Mcdonalds Corp

Consumer Cyclical
588
+ 8.86%
$245.82 - $304.51 $145K - $179K
7.23K $2.2M
QUAL
Ishares Msci Usa Quality Facto

ETFs
1.66K
+ 7.86%
$162.64 - $179.3 $271K - $298K
22.8K $4.09M
HD
Home Depot, Inc.

Consumer Cyclical
157
+ 2.47%
$333.64 - $405.2 $52.4K - $63.6K
6.52K $2.64M
MUST
Columbia ETF Tr I Multi Sector

ETFs
13.7K
+ 3.69%
$20.28 - $20.85 $277K - $285K
384K $7.99M
WMT
Walmart Inc.

Consumer Defensive
60
+ 0.19%
$66.91 - $81.4 $4.01K - $4.88K
32.5K $2.62M
HYD
Vaneck High Yield Muni ETF

ETFs
5.89K
+ 10.11%
$51.46 - $53.07 $303K - $313K
64.2K $3.41M
FSMB
First Tr Et Fd Iii Short Durat

ETFs
9.72K
+ 1.82%
$19.74 - $20.07 $192K - $195K
544K $10.9M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
3.65K
+ 11.24%
$53.41 - $57.9 $195K - $211K
36.1K $2.09M
JCPB
J P Morgan Exchange Traded Fd

ETFs
2.95K
+ 3.48%
$45.87 - $48.53 $135K - $143K
87.7K $4.23M
GSY
Invesco Actively Mngd ETF Tr U

ETFs
4.86K
+ 7.29%
$49.9 - $50.37 $243K - $245K
71.5K $3.59M
FLRN
Spdr Bloomberg Investment Grad

ETFs
8.1K
New
$30.55 - $30.85 $247K - $250K
8.1K $249K
XLV
Select Sector Spdr Fund Health

ETFs
231
+ 0.99%
$143.3 - $157.24 $33.1K - $36.3K
23.5K $3.62M
ADP
Automatic Data Processing Inc

Industrials
802
New
$233.44 - $279.45 $187K - $224K
802 $221K
ACM
Aecom

Industrials
2.15K
New
$82.37 - $103.25 $177K - $222K
2.15K $221K
ISRG
Intuitive Surgical Inc

Healthcare
426
New
$416.14 - $494.01 $177K - $210K
426 $209K
Activity Summary
Buys All Purchases 98 New Holdings 11 Increased Positions 87 Sells All Sells 42 Reductions 42 Sold out 0 Options Calls 0 Puts 0
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