Tru Wealth Advisors, LLC Portfolio Holdings
Tru Wealth Advisors, LLC
- $1.59 Billion
- Q4 2024
Tru Wealth Advisors, LLC has filed its 13F form on January 15, 2025 for Q4 2024 where it was disclosed a total value porftolio of $1.59 Billion distributed in 163 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Total Stock Market Et with a value of $154M, Janus Detroit Str Tr Janus Hen with a value of $113M, Invesco ETF Fd Tr Invesco Bull with a value of $83.9M, Fidelity Merrimack Str Tr Tota with a value of $78.1M, and Ishares Russell 1000 Gr ETF with a value of $72.6M.
Examining the 13F form we can see an decrease of $26.2M in the current position value, from $1.61B to 1.59B.
Below you can find more details about Tru Wealth Advisors, LLC portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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