Tru Wealth Advisors, LLC Sells in Q1 2025

Tru Wealth Advisors, LLC

  • $1.56 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VTI
Vanguard Total Stock Market Et

ETFs
-51.1K
- 9.64%
$271.18 - $303.12 $13.9M - $15.5M
479K $131M
AVGO
Broadcom Inc.

Technology
-1.77K
- 1.13%
$167.43 - $244.7 $297K - $434K
156K $26.1M
LMT
Lockheed Martin Corp

Industrials
-10.8K
- 25.14%
$423.19 - $506.29 $4.58M - $5.47M
32.2K $14.4M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
-3.95K
- 2.25%
$192.82 - $222.1 $762K - $878K
172K $33.2M
MUST
Columbia ETF Tr I Multi Sector

ETFs
-173K
- 44.73%
$20.08 - $20.62 $3.48M - $3.57M
214K $4.31M
CSCO
Cisco Systems, Inc.

Technology
-69.1K
- 16.18%
$58.74 - $64.87 $4.06M - $4.48M
358K $22.1M
JPM
Jpmorgan Chase & CO

Financial Services
-14.4K
- 11.34%
$225.19 - $279.95 $3.24M - $4.03M
113K $27.6M
IBM
International Business Machines Corp

Technology
-23K
- 18.54%
$217.4 - $264.74 $5M - $6.09M
101K $25.1M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-267
- 0.62%
$468.34 - $539.52 $125K - $144K
42.9K $20.1M
NVDA
Nvidia Corp

Technology
-640
- 1.62%
$106.98 - $149.43 $68.5K - $95.6K
38.9K $4.21M
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
-7.7K
- 5.5%
$49.69 - $50.76 $382K - $391K
132K $6.59M
SHV
Ishares Tr

ETFs
-2.71K
- 32.09%
$110.11 - $110.51 $299K - $300K
5.74K $633K
VO
Vanguard Mid Cap ETF

ETFs
-361
- 1.29%
$251.87 - $277.95 $90.9K - $100K
27.6K $7.1M
SPY
Spdr S&P 500 ETF Trust

ETFs
-55
- 0.7%
$551.42 - $612.93 $30.3K - $33.7K
7.83K $4.38M
WMT
Walmart Inc.

Consumer Defensive
-1.05K
- 3.14%
$84.5 - $105.05 $88.6K - $110K
32.4K $2.84M
HD
Home Depot, Inc.

Consumer Cyclical
-36
- 0.54%
$347.25 - $424.87 $12.5K - $15.3K
6.69K $2.45M
BAC
Bank Of America Corp

Financial Services
-2K
- 8.06%
$39.61 - $47.74 $79.3K - $95.5K
22.8K $952K
TLT
Ishares Barclays 20+ Year Trea

ETFs
-1.65K
- 37.24%
$85.29 - $92.57 $141K - $153K
2.78K $250K
FDN
First Tr Fd Dow Jones

ETFs
-22
- 0.34%
$221.38 - $266.86 $4.87K - $5.87K
6.39K $1.43M
VXF
Vanguard Extended Market ETF

ETFs
-10
- 0.13%
$170.36 - $201.04 $1.7K - $2.01K
7.42K $1.28M
FHN
First Horizon Corp

Financial Services
-5K
- 27.53%
$17.7 - $22.43 $88.5K - $112K
13.2K $255K
HUBB
Hubbell Inc

Industrials
-89
- 9.72%
$330.91 - $456.86 $29.5K - $40.7K
827 $273K
RSP
Invesco S&P 500 Equal Weight E

ETFs
-498
- 12.77%
$169.43 - $182.84 $84.4K - $91.1K
3.4K $584K
XLK
Technology Sector Spdr

ETFs
-119
- 6.51%
$206.38 - $242.18 $24.6K - $28.8K
1.71K $352K
PG
Procter & Gamble CO

Consumer Defensive
-366
- 7.47%
$158.56 - $176.26 $58K - $64.5K
4.54K $772K
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
-648
- 19.77%
$78.97 - $85.82 $51.2K - $55.6K
2.63K $218K
SUB
Ishares Short Term National Mu

ETFs
-411
- 14.33%
$105.3 - $106.24 $43.3K - $43.7K
2.46K $259K
VBR
Vanguard Small Cap Value ETF

ETFs
-111
- 8.04%
$183.02 - $207.75 $20.3K - $23.1K
1.27K $235K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-441
- 14.85%
$81.83 - $82.73 $36.1K - $36.5K
2.53K $209K
IWR
Ishares Russell Mid Cap ETF

ETFs
-241
- 8.3%
$82.81 - $92.93 $20K - $22.4K
2.66K $225K
LOW
Lowes Companies Inc

Consumer Cyclical
-2
- 0.13%
$222.66 - $268.42 $445 - $537
1.54K $358K
F
Ford Motor CO

Consumer Cyclical
-1.3K
- 11.34%
$9.12 - $10.43 $11.9K - $13.6K
10.2K $101K
VIG
Vanguard Dividend Appreciation

ETFs
-36
- 0.75%
N/A
4.78K $870K
COP
Conocophillips

Energy
-110
- 4.7%
$88.6 - $105.85 $9.75K - $11.6K
2.23K $234K
UNH
Unitedhealth Group Inc

Healthcare
-9
- 1.78%
$461.52 - $548.18 $4.15K - $4.93K
497 $260K
LNG
Cheniere Energy, Inc.

Energy
-57
- 5.0%
$209.32 - $253.66 $11.9K - $14.5K
1.08K $250K
VZ
Verizon Communications Inc

Communication Services
-394
- 6.94%
$37.81 - $46.49 $14.9K - $18.3K
5.28K $239K
JNJ
Johnson & Johnson

Healthcare
-629
- 11.13%
$142.06 - $167.7 $89.4K - $105K
5.02K $833K
MA
Mastercard Inc

Financial Services
-13
- 1.14%
$504.67 - $576.31 $6.56K - $7.49K
1.13K $618K
KO
Coca Cola CO

Consumer Defensive
-162
- 3.83%
$60.81 - $72.32 $9.85K - $11.7K
4.07K $291K
ATO
Atmos Energy Corp

Utilities
-7
- 0.32%
$136.51 - $154.58 $956 - $1.08K
2.18K $337K
XOM
Exxon Mobil Corp

Energy
-1.75K
- 7.87%
$105.44 - $118.93 $184K - $208K
20.5K $2.43M
SO
Southern CO

Utilities
-67
- 1.23%
$80.96 - $92.96 $5.42K - $6.23K
5.37K $493K
PM
Philip Morris International Inc.

Consumer Defensive
-140
- 6.86%
$117.15 - $158.79 $16.4K - $22.2K
1.9K $301K
VHT
Vanguard Health Care ETF

ETFs
-92
- 0.96%
$254.06 - $273.83 $23.4K - $25.2K
9.49K $2.49M
WPM
Wheaton Precious Metals Corp.

Basic Materials
-309
- 6.09%
$55.75 - $77.63 $17.2K - $24K
4.77K $370K
ABT
Abbott Laboratories

Healthcare
-16.9K
- 13.49%
$111.1 - $140.22 $1.87M - $2.37M
108K $14.4M
ABBV
Abb Vie Inc.

Healthcare
-22.9K
- 14.51%
$169.2 - $216.66 $3.87M - $4.96M
135K $28.2M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-157
- 2.67%
$442.66 - $534.52 $69.5K - $83.9K
5.73K $3.01M
Activity Summary
Buys All Purchases 89 New Holdings 8 Increased Positions 81 Sells All Sells 50 Reductions 50 Sold out 0 Options Calls 0 Puts 0
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