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
PEP
Pepsico Inc

Consumer Defensive
197
+ 12.6%
$138.84 - $153.71 $27.4K - $30.3K
1.76K $260K
HUBB
Hubbell Inc

Industrials
73
+ 7.19%
$408.46 - $472.57 $29.8K - $34.5K
1.09K $470K
DUK
Duke Energy Corp

Utilities
147
+ 3.07%
$121.57 - $129.03 $17.9K - $19K
4.93K $617K
JCPB
J P Morgan Exchange Traded Fd

ETFs
882
+ 0.89%
$47.34 - $48.01 $41.8K - $42.3K
101K $4.76M
PHO
Invesco Exchange Traded Fd Tr

ETFs
292
+ 6.87%
$71.1 - $74.61 $20.8K - $21.8K
4.54K $324K
SPY
Spdr S&P 500 ETF Trust

ETFs
36
+ 0.44%
$653.02 - $687.39 $23.5K - $24.7K
8.18K $5.45M
IWY
Ishares Tr Russell 200 Growth

ETFs
18
+ 0.36%
$268.43 - $288.26 $4.83K - $5.19K
5.02K $1.39M
COP
Conocophillips

Energy
270
+ 12.39%
$85.66 - $95.46 $23.1K - $25.8K
2.45K $217K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
121
+ 4.47%
$82.69 - $83.12 $10K - $10.1K
2.83K $234K
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
14
+ 0.53%
$88.45 - $91.41 $1.24K - $1.28K
2.66K $240K
Pimco ETF Tr
214K
+ 5.56%
N/A
4.07M $0
VUSB
Vanguard Bd Index Fds
16.6K
+ 6.26%
N/A
283K $0
Fidelity Covington Trust
16.6K
+ 4.99%
N/A
349K $0
CGMS
Capital Grp Core Plus Income E
44.2K
+ 6.04%
N/A
776K $0
Gsk PLC
4.52K
+ 1.73%
N/A
266K $0
TBIL
Rbb Fd Inc Us Treas 3 Month Bi
3
+ 0.02%
N/A
18.6K $0
SUB
Ishares Short Term National Mu

ETFs
2
+ 0.08%
$106.22 - $106.81 $212 - $214
2.52K $268K
XLI
Industrial Sector Spdr

ETFs
28
+ 1.25%
$149.9 - $155.79 $4.2K - $4.36K
2.27K $344K
WMT
Walmart Inc.

Consumer Defensive
8
+ 0.02%
$101.18 - $109.03 $809 - $872
32.7K $3.36M
SMMU
Pimco ETF Tr Sht Term Mun Bd A

ETFs
8
+ 0.07%
$50.37 - $50.58 $403 - $405
11K $556K
XLF
Financial Sector Spdr

ETFs
234
+ 1.9%
$51.76 - $53.77 $12.1K - $12.6K
12.5K $656K
VB
Vanguard Small Cap ETF

ETFs
6
+ 0.4%
$248.1 - $260.08 $1.49K - $1.56K
1.5K $375K
FIW
First Trust Water ETF

ETFs
7
+ 0.18%
$110.5 - $115.7 $774 - $810
3.84K $424K
DVY
Ishares Tr

ETFs
11
+ 0.17%
$138.1 - $143.11 $1.52K - $1.57K
6.37K $896K
XSMO
Invesco S&P Smallcap Momentum

ETFs
1
+ 0.03%
$70.77 - $74.04 $70.8 - $74
3.14K $222K
VST
Vistra Corp.

Utilities
172
+ 6.84%
$171.56 - $210.85 $29.5K - $36.3K
2.69K $469K
T
At&T Inc.

Communication Services
1.05K
+ 5.85%
$24.44 - $27.55 $25.7K - $29K
19.1K $485K
COF
Capital One Financial Corp

Financial Services
31
+ 0.76%
$201.01 - $225.01 $6.23K - $6.98K
4.09K $822K
GS
Goldman Sachs Group Inc

Financial Services
640
+ 2.37%
$744.6 - $838.97 $477K - $537K
27.6K $21.4M
NFLX
Netflix Inc

Communication Services
4.62K
+ 873.72%
$110.29 - $1241.35 $510K - $5.74M
5.15K $568K
BX
Blackstone Inc.

Financial Services
379
+ 4.74%
$138.42 - $168.45 $52.5K - $63.8K
8.38K $1.16M
V
Visa Inc.

Financial Services
2.48K
+ 3.57%
$325.75 - $352.42 $809K - $875K
72.1K $23.5M
HD
Home Depot, Inc.

Consumer Cyclical
93
+ 1.33%
$358.03 - $397.02 $33.3K - $36.9K
7.11K $2.55M
MSFT
Microsoft Corp

Technology
1.21K
+ 1.26%
$496.82 - $542.07 $600K - $654K
96.8K $49.1M
JPM
Jpmorgan Chase & CO

Financial Services
1.16K
+ 0.99%
$294.11 - $320.41 $340K - $370K
118K $35.5M
META
Meta Platforms, Inc.

Communication Services
737
+ 3.17%
$609.01 - $751.67 $449K - $554K
24K $14.6M
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
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