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tru Independence LLC Buys iShares Core S&P U.S. Value ETF, Schwab International Equity, SPDR Select Sector Fund - Energy Select Sector, Sells Bristol-Myers Squibb Company, iShares Nasdaq Biotechnology Index Fund, The Kroger Co

Investment company tru Independence LLC (Current Portfolio) buys iShares Core S&P U.S. Value ETF, Schwab International Equity, SPDR Select Sector Fund - Energy Select Sector, SPDR Series Trust S&P Biotech, First Trust Amex Biotech Index Fund, sells Bristol-Myers Squibb Company, iShares Nasdaq Biotechnology Index Fund, The Kroger Co, SPDR Nuveen Bloomberg Barclays Municipal Bond, SPDR Select Sector Fund - Financial during the 3-months ended 2020Q1, according to the most recent filings of the investment company, tru Independence LLC. As of 2020Q1, tru Independence LLC owns 730 stocks with a total value of $610 million. These are the details of the buys and sells.

For the details of tru Independence LLC's stock buys and sells, go to https://www.gurufocus.com/guru/tru+independence+llc/current-portfolio/portfolio

These are the top 5 holdings of tru Independence LLC
  1. Columbia Emerging Markets Consumer (ECON) - 195 shares, 12.13% of the total portfolio.
  2. Bristol-Myers Squibb Company RIGHTS (BMY.R) - 1,081,698 shares, 8.08% of the total portfolio. Shares added by 1966623.64%
  3. iShares Core S&P U.S. Value ETF (IUSV) - 329,917 shares, 4.88% of the total portfolio. Shares added by 12904.22%
  4. Schwab International Equity (SCHF) - 576,704 shares, 3.95% of the total portfolio. Shares added by 420.75%
  5. SPDR Series Trust S&P Biotech (XBI) - 378,743 shares, 3.52% of the total portfolio. Shares added by 234.63%
New Purchase: UnitedHealth Group Inc (UNH)

tru Independence LLC initiated holding in UnitedHealth Group Inc. The purchase prices were between $194.86 and $305.31, with an estimated average price of $276.19. The stock is now traded at around $289.05. The impact to a portfolio due to this purchase was 0.52%. The holding were 12,615 shares as of .

New Purchase: Norbord Inc (OSB)

tru Independence LLC initiated holding in Norbord Inc. The purchase prices were between $10.22 and $33.55, with an estimated average price of $25.45. The stock is now traded at around $18.42. The impact to a portfolio due to this purchase was 0.49%. The holding were 254,795 shares as of .

New Purchase: SunPower Corp (SPWR)

tru Independence LLC initiated holding in SunPower Corp. The purchase prices were between $4.49 and $10.94, with an estimated average price of $8.05. The stock is now traded at around $7.47. The impact to a portfolio due to this purchase was 0.33%. The holding were 295,125 shares as of .

Added: iShares Core S&P U.S. Value ETF (IUSV)

tru Independence LLC added to a holding in iShares Core S&P U.S. Value ETF by 12904.22%. The purchase prices were between $39.5 and $63.24, with an estimated average price of $57.01. The stock is now traded at around $50.22. The impact to a portfolio due to this purchase was 4.84%. The holding were 329,917 shares as of .

Added: Schwab International Equity (SCHF)

tru Independence LLC added to a holding in Schwab International Equity by 420.75%. The purchase prices were between $22.3 and $34.12, with an estimated average price of $31.02. The stock is now traded at around $27.51. The impact to a portfolio due to this purchase was 3.19%. The holding were 576,704 shares as of .

Added: SPDR Select Sector Fund - Energy Select Sector (XLE)

tru Independence LLC added to a holding in SPDR Select Sector Fund - Energy Select Sector by 338.85%. The purchase prices were between $23.57 and $60.87, with an estimated average price of $48.26. The stock is now traded at around $37.84. The impact to a portfolio due to this purchase was 2.66%. The holding were 618,348 shares as of .

Added: SPDR Series Trust S&P Biotech (XBI)

tru Independence LLC added to a holding in SPDR Series Trust S&P Biotech by 234.63%. The purchase prices were between $65.95 and $98.35, with an estimated average price of $89.21. The stock is now traded at around $102.65. The impact to a portfolio due to this purchase was 2.47%. The holding were 378,743 shares as of .

Added: First Trust Amex Biotech Index Fund (FBT)

tru Independence LLC added to a holding in First Trust Amex Biotech Index Fund by 28319.02%. The purchase prices were between $114.56 and $156.02, with an estimated average price of $142.48. The stock is now traded at around $161.80. The impact to a portfolio due to this purchase was 0.92%. The holding were 98,614 shares as of .

Added: Vanguard Industrials (VIS)

tru Independence LLC added to a holding in Vanguard Industrials by 384.65%. The purchase prices were between $91.89 and $160.43, with an estimated average price of $143.29. The stock is now traded at around $118.29. The impact to a portfolio due to this purchase was 0.77%. The holding were 47,292 shares as of .

Sold Out: Bristol-Myers Squibb Company (BMY)

tru Independence LLC sold out a holding in Bristol-Myers Squibb Company. The sale prices were between $46.4 and $67.43, with an estimated average price of $61.34.

Sold Out: iShares Nasdaq Biotechnology Index Fund (IBB)

tru Independence LLC sold out a holding in iShares Nasdaq Biotechnology Index Fund. The sale prices were between $94.39 and $123.48, with an estimated average price of $115.7.

Sold Out: SPDR Select Sector Fund - Financial (XLF)

tru Independence LLC sold out a holding in SPDR Select Sector Fund - Financial. The sale prices were between $17.66 and $31.17, with an estimated average price of $27.83.

Sold Out: SPDR Nuveen Bloomberg Barclays Municipal Bond (TFI)

tru Independence LLC sold out a holding in SPDR Nuveen Bloomberg Barclays Municipal Bond. The sale prices were between $44.31 and $52.43, with an estimated average price of $50.89.

Sold Out: Schwab Intermediate-Term U.S. Treasury (SCHR)

tru Independence LLC sold out a holding in Schwab Intermediate-Term U.S. Treasury. The sale prices were between $54.93 and $58.78, with an estimated average price of $56.42.

Sold Out: Schwab U.S. Large-Cap (SCHX)

tru Independence LLC sold out a holding in Schwab U.S. Large-Cap. The sale prices were between $53.21 and $81.03, with an estimated average price of $73.44.

Reduced: The Kroger Co (KR)

tru Independence LLC reduced to a holding in The Kroger Co by 62.12%. The sale prices were between $26.86 and $34.18, with an estimated average price of $29.31. The stock is now traded at around $31.76. The impact to a portfolio due to this sale was -1.09%. tru Independence LLC still held 156,358 shares as of .

Reduced: AT&T Inc (T)

tru Independence LLC reduced to a holding in AT&T Inc by 48.35%. The sale prices were between $26.77 and $39.37, with an estimated average price of $36.28. The stock is now traded at around $28.96. The impact to a portfolio due to this sale was -0.9%. tru Independence LLC still held 195,245 shares as of .

Reduced: General Motors Co (GM)

tru Independence LLC reduced to a holding in General Motors Co by 50.67%. The sale prices were between $16.8 and $37.38, with an estimated average price of $30.77. The stock is now traded at around $24.69. The impact to a portfolio due to this sale was -0.87%. tru Independence LLC still held 202,190 shares as of .

Reduced: Merck & Co Inc (MRK)

tru Independence LLC reduced to a holding in Merck & Co Inc by 60.48%. The sale prices were between $66.4 and $92.04, with an estimated average price of $82.63. The stock is now traded at around $77.55. The impact to a portfolio due to this sale was -0.84%. tru Independence LLC still held 33,718 shares as of .

Reduced: Corning Inc (GLW)

tru Independence LLC reduced to a holding in Corning Inc by 50.76%. The sale prices were between $17.75 and $30.4, with an estimated average price of $26.23. The stock is now traded at around $20.84. The impact to a portfolio due to this sale was -0.8%. tru Independence LLC still held 214,252 shares as of .

Reduced: LyondellBasell Industries NV (LYB)

tru Independence LLC reduced to a holding in LyondellBasell Industries NV by 50.58%. The sale prices were between $34.9 and $94.48, with an estimated average price of $74.29. The stock is now traded at around $58.07. The impact to a portfolio due to this sale was -0.77%. tru Independence LLC still held 71,745 shares as of .



Here is the complete portfolio of tru Independence LLC. Also check out:

1. tru Independence LLC's Undervalued Stocks
2. tru Independence LLC's Top Growth Companies, and
3. tru Independence LLC's High Yield stocks
4. Stocks that tru Independence LLC keeps buying

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