Tru Wealth Advisors, LLC Incresed Positions in Q4 2025

Tru Wealth Advisors, LLC

  • $1.79 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
LLY
Eli Lilly & CO

Healthcare
476
+ 1.36%
$799.57 - $1025.28 $381K - $488K
35.4K $36.1M
IAU
Ishares Gold Trust

ETFs
99.6K
+ 72.81%
$72.65 - $82.5 $7.24M - $8.22M
236K $18.2M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
123K
+ 4.58%
$46.2 - $46.85 $5.68M - $5.76M
2.81M $130M
FLMI
Franklin Dynamic Municipal Bon

ETFs
174K
+ 40.04%
$24.67 - $25.04 $4.29M - $4.36M
609K $15.1M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
78.4K
+ 3.85%
$50.55 - $50.74 $3.96M - $3.98M
2.12M $107M
CSCO
Cisco Systems, Inc.

Technology
4.62K
+ 1.23%
$67.46 - $78.0 $312K - $361K
381K $29.6M
CAT
Caterpillar Inc

Industrials
53
+ 0.12%
$480.82 - $585.49 $25.5K - $31K
44.2K $24.4M
AMZN
Amazon Com Inc

Consumer Cyclical
1.91K
+ 1.04%
$213.04 - $254.0 $406K - $485K
185K $43.5M
AAPL
Apple Inc.

Technology
826
+ 0.41%
$245.27 - $275.25 $203K - $227K
201K $53.8M
IBM
International Business Machines Corp

Technology
2.12K
+ 1.95%
$275.97 - $314.98 $585K - $668K
111K $32.9M
BSCU
Invesco Exc Self Ind Tr

ETFs
117K
+ 2.65%
$16.86 - $17.02 $1.98M - $2M
4.55M $76.7M
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
91.2K
+ 2.08%
$20.53 - $20.66 $1.87M - $1.88M
4.48M $92M
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
63.9K
+ 8.73%
$25.17 - $25.38 $1.61M - $1.62M
796K $20.1M
PWR
Quanta Services, Inc.

Industrials
549
+ 0.87%
$412.21 - $453.83 $226K - $249K
63.8K $27.4M
IVV
Ishares Core S&P 500 ETF

ETFs
1.65K
+ 172.59%
$656.2 - $690.71 $1.08M - $1.14M
2.61K $1.76M
DFIV
Dimensional ETF Tr

ETFs
7.69K
+ 2.18%
$45.13 - $48.25 $347K - $371K
360K $17.2M
FCX
Freeport Mcmoran Inc

Basic Materials
10.7K
+ 1.85%
$38.65 - $43.31 $414K - $463K
590K $23.7M
BMY
Bristol Myers Squibb CO

Healthcare
9.98K
+ 4.13%
$42.6 - $49.08 $425K - $490K
252K $11.8M
MUST
Columbia ETF Tr I Multi Sector

ETFs
34.5K
+ 13.46%
$20.45 - $20.73 $706K - $716K
291K $5.98M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
6.67K
+ 5.55%
$99.87 - $101.27 $666K - $676K
127K $12.7M
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
18.9K
+ 6.12%
$100.68 - $106.15 $1.9M - $2.01M
328K $33M
VNLA
Janus Henderson Short Duration

ETFs
11.6K
+ 48.43%
$49.13 - $49.33 $570K - $573K
35.6K $1.75M
GD
General Dynamics Corp

Industrials
1.2K
+ 2.49%
$330.59 - $353.77 $395K - $423K
49.2K $16.9M
SSO
Proshares Ultra S&P 500

ETFs
4.47K
+ 100.0%
$107.49 - $118.65 $480K - $530K
8.93K $1.01M
XLK
Technology Sector Spdr

ETFs
1.64K
+ 96.14%
$278.39 - $304.13 $457K - $500K
3.35K $965K
WPC
W. P. Carey Inc.

Real Estate
6.72K
+ 2.29%
$65.26 - $69.2 $438K - $465K
300K $20.3M
MMIT
Indexiq Active ETF Tr Iq Macka

ETFs
18.1K
+ 3.62%
$24.18 - $24.45 $438K - $442K
518K $12.6M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
919
+ 1.37%
$280.66 - $305.09 $258K - $280K
68.2K $19.2M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
5.36K
+ 14.48%
$79.55 - $80.13 $426K - $429K
42.4K $3.37M
QUAL
Ishares Msci Usa Quality Facto

ETFs
2.1K
+ 6.68%
$191.01 - $199.18 $401K - $418K
33.5K $6.51M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
312
+ 2.3%
$325.34 - $368.61 $102K - $115K
13.9K $4.78M
NVDA
Nvidia Corp

Technology
1.75K
+ 1.36%
$179.83 - $207.04 $314K - $361K
130K $24.3M
XLE
Energy Sector Spdr

ETFs
2.38K
+ 96.59%
$85.22 - $92.02 $203K - $219K
4.84K $445K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
6.33K
+ 1.34%
$25.2 - $26.46 $159K - $167K
478K $12.4M
GSY
Invesco Actively Mngd ETF Tr U

ETFs
3.18K
+ 3.91%
$50.2 - $50.36 $160K - $160K
84.6K $4.26M
MCD
Mcdonalds Corp

Consumer Cyclical
494
+ 6.53%
$293.81 - $310.11 $145K - $153K
8.06K $2.46M
MCK
Mckesson Corp

Healthcare
73
+ 5.67%
$738.06 - $859.37 $53.9K - $62.7K
1.36K $1.15M
WPM
Wheaton Precious Metals Corp.

Basic Materials
1.5K
+ 31.45%
$94.37 - $113.5 $142K - $170K
6.27K $653K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
2.4K
+ 6.21%
$70.3 - $73.05 $168K - $175K
41K $2.95M
FDVV
Fidelity High Dividend ETF

ETFs
1.78K
+ 6.95%
$54.66 - $56.68 $97.1K - $101K
27.4K $1.53M
XOM
Exxon Mobil Corp

Energy
6
+ 0.03%
$110.64 - $119.78 $664 - $719
20.8K $2.45M
XMMO
Invesco Exchange Traded Fd Tr

ETFs
878
+ 3.37%
$132.67 - $138.39 $116K - $122K
26.9K $3.61M
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
1.26K
+ 1.39%
$52.21 - $52.72 $65.6K - $66.2K
91.6K $4.81M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
3.79K
+ 2.4%
$63.25 - $66.24 $240K - $251K
162K $10.4M
PM
Philip Morris International Inc.

Consumer Defensive
445
+ 25.96%
$144.33 - $160.86 $64.2K - $71.6K
2.16K $329K
APH
Amphenol Corp

Technology
44
+ 1.01%
$121.7 - $143.85 $5.35K - $6.33K
4.4K $588K
MRK
Merck & Co., Inc.

Healthcare
126
+ 3.29%
$82.49 - $92.93 $10.4K - $11.7K
3.95K $367K
SYK
Stryker Corp

Healthcare
184
+ 7.71%
$353.81 - $388.35 $65.1K - $71.5K
2.57K $926K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
548
+ 4.91%
$114.27 - $121.15 $62.6K - $66.4K
11.7K $1.37M
Activity Summary
Buys All Purchases 92 New Holdings 5 Increased Positions 87 Sells All Sells 65 Reductions 65 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Tru Wealth Advisors, LLC Portfolio

Follow Tru Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Tru Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Tru Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email