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
MS
Morgan Stanley

Financial Services
1.98K
New
$92.07 - $106.96 $183K - $212K
1.98K $206K
FXD
First Tr Exchange Traded Fd

ETFs
3.27K
New
$56.55 - $63.72 $185K - $208K
3.27K $206K
DIVB
Ishares Tr U S Divid & Buyback

ETFs
4.24K
New
$43.97 - $48.45 $186K - $205K
4.24K $205K
IWL
Ishares Tr Russell 200 ETF

ETFs
1.45K
New
$126.32 - $140.44 $184K - $204K
1.45K $204K
LNG
Cheniere Energy, Inc.

Energy
1.14K
New
$172.24 - $186.09 $196K - $212K
1.14K $204K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
610
+ 2.75%
$460.0 - $505.78 $281K - $309K
22.8K $10.6M
IAU
Ishares Gold Trust

ETFs
4.07K
New
$44.06 - $50.5 $179K - $205K
4.07K $202K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
1.77K
+ 7.52%
$76.94 - $79.54 $136K - $141K
25.3K $2.01M
FTNT
Fortinet, Inc.

Technology
487
+ 6.02%
$55.39 - $77.55 $27K - $37.8K
8.57K $664K
FDVV
Fidelity High Dividend ETF

ETFs
2.71K
+ 28.65%
$46.26 - $50.65 $125K - $137K
12.2K $615K
SHV
Ishares Tr

ETFs
1.25K
+ 10.64%
$110.05 - $110.63 $137K - $138K
12.9K $1.43M
JNJ
Johnson & Johnson

Healthcare
129
+ 2.41%
$145.48 - $167.38 $18.8K - $21.6K
5.49K $889K
HUBB
Hubbell Inc

Industrials
118
+ 15.49%
$355.55 - $428.48 $42K - $50.6K
880 $376K
XSVM
Invesco S&P Smallcap Value Wit

ETFs
1.03K
+ 8.6%
$51.3 - $59.04 $52.7K - $60.6K
13K $712K
DVY
Ishares Tr

ETFs
15
+ 0.25%
$119.99 - $135.74 $1.8K - $2.04K
5.96K $805K
IWY
Ishares Tr Russell 200 Growth

ETFs
309
+ 11.06%
$194.66 - $225.97 $60.1K - $69.8K
3.1K $682K
FCX
Freeport Mcmoran Inc

Basic Materials
1.25K
+ 8.09%
$39.52 - $51.92 $49.2K - $64.7K
16.7K $831K
TSLA
Tesla, Inc.

Consumer Cyclical
6
+ 0.49%
$191.76 - $263.26 $1.15K - $1.58K
1.23K $322K
SYK
Stryker Corp

Healthcare
83
+ 4.84%
$315.94 - $371.96 $26.2K - $30.9K
1.8K $649K
VGT
Vanguard Information Technolog

ETFs
49
+ 1.33%
$514.43 - $606.85 $25.2K - $29.7K
3.73K $2.18M
IGV
Ishares Expanded Tech Software

ETFs
479
+ 7.3%
$77.94 - $89.37 $37.3K - $42.8K
7.04K $628K
RSP
Invesco S&P 500 Equal Weight E

ETFs
1
+ 0.03%
$162.83 - $179.16 $163 - $179
3.9K $698K
ORCL
Oracle Corp

Technology
26
+ 1.59%
$125.9 - $170.35 $3.27K - $4.43K
1.66K $282K
PG
Procter & Gamble CO

Consumer Defensive
2
+ 0.04%
$160.76 - $177.82 $322 - $356
4.96K $857K
PFE
Pfizer Inc

Healthcare
1
+ 0.0%
$27.7 - $31.39 $27.7 - $31.4
39.6K $1.15M
KO
Coca Cola CO

Consumer Defensive
45
+ 1.09%
$62.69 - $73.01 $2.82K - $3.29K
4.16K $298K
IVV
Ishares Core S&P 500 ETF

ETFs
18
+ 1.98%
$520.18 - $576.82 $9.36K - $10.4K
925 $533K
FIW
First Trust Water ETF

ETFs
5
+ 0.13%
$98.0 - $109.33 $490 - $547
3.81K $416K
NVDA
Nvidia Corp

Technology
950
+ 2.49%
$98.91 - $134.91 $94K - $128K
39.1K $4.75M
XLI
Industrial Sector Spdr

ETFs
1
+ 0.05%
$120.56 - $135.44 $121 - $135
2.18K $295K
ADBE
Adobe Inc.

Technology
142
+ 11.77%
$508.13 - $586.55 $72.2K - $83.3K
1.35K $697K
VV
Vanguard Large Cap ETF

ETFs
2
+ 0.1%
$236.92 - $263.4 $474 - $527
2.01K $529K
VUG
Vanguard Growth ETF

ETFs
2
+ 0.11%
$341.08 - $391.94 $682 - $784
1.84K $706K
AMD
Advanced Micro Devices Inc

Technology
39
+ 2.31%
$128.67 - $183.96 $5.02K - $7.17K
1.72K $282K
SMMU
Pimco ETF Tr Sht Term Mun Bd A

ETFs
7
+ 0.14%
$49.69 - $50.5 $348 - $354
5.04K $254K
CGMS
Capital Grp Core Plus Income E
65.2K
+ 22.24%
N/A
359K $0
VUSB
Vanguard Bd Index Fds
35.9K
+ 32.93%
N/A
145K $0
XLK
Technology Sector Spdr

ETFs
1
+ 0.05%
$197.34 - $237.68 $197 - $238
1.83K $412K
MCK
Mckesson Corp

Healthcare
75
+ 8.26%
$479.06 - $630.38 $35.9K - $47.3K
983 $485K
MRK
Merck & Co., Inc.

Healthcare
294
+ 3.3%
$111.15 - $128.97 $32.7K - $37.9K
9.2K $1.04M
GOOGL
Alphabet Inc.

Communication Services
81
+ 0.56%
$148.65 - $191.18 $12K - $15.5K
14.6K $2.42M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
4.78K
+ 5.15%
$211.47 - $281.27 $1.01M - $1.34M
97.5K $23.9M
MPC
Marathon Petroleum Corp

Energy
2.5K
+ 3.44%
$158.61 - $180.75 $396K - $452K
75.2K $12.2M
MSFT
Microsoft Corp

Technology
1.21K
+ 1.4%
$395.15 - $467.56 $477K - $564K
87.2K $37.5M
AMZN
Amazon Com Inc

Consumer Cyclical
1.08K
+ 0.59%
$161.02 - $200.0 $174K - $216K
184K $34.3M
FANG
Diamondback Energy, Inc.

Energy
3.12K
+ 3.37%
$168.46 - $210.94 $525K - $658K
95.5K $16.5M
GOOG
Alphabet Inc.

Communication Services
2.44K
+ 1.22%
$149.54 - $192.66 $364K - $469K
202K $33.7M
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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