Tru Wealth Advisors, LLC Incresed Positions 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
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
AVUV
American Centy ETF Tr Avantis

ETFs
11.1K
+ 2.76%
$88.24 - $99.7 $978K - $1.11M
413K $39.6M
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
XLV
Select Sector Spdr Fund Health

ETFs
231
+ 0.99%
$143.3 - $157.24 $33.1K - $36.3K
23.5K $3.62M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
610
+ 2.75%
$460.0 - $505.78 $281K - $309K
22.8K $10.6M
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
VNLA
Janus Henderson Short Duration

ETFs
3.31K
+ 47.54%
$48.34 - $49.08 $160K - $162K
10.3K $503K
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
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