tru Independence LLC Buys Kinder Morgan Inc, SPDR SERIES TRUST, ABERDEEN STD PALLA, Sells ISHARES TRUST, SCHWAB STRATEGIC T, SPDR SERIES TRUST

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Aug 19, 2020
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Investment company tru Independence LLC (Current Portfolio) buys Kinder Morgan Inc, SPDR SERIES TRUST, ABERDEEN STD PALLA, SPDR GOLD TRUST, VANGUARD SPECIALIZ, sells ISHARES TRUST, SCHWAB STRATEGIC T, SPDR SERIES TRUST, PIMCO ETF TRUST, General Mills Inc during the 3-months ended 2020Q2, according to the most recent filings of the investment company, tru Independence LLC. As of 2020Q2, tru Independence LLC owns 869 stocks with a total value of $686 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. Kinder Morgan Inc (KMI) - 15,719 shares, 26.55% of the total portfolio. Shares added by 318.95%
  2. SELECT SECTOR SPDR (XLE) - 531,198 shares, 2.70% of the total portfolio. Shares reduced by 14.09%
  3. SPDR SERIES TRUST (XOP) - 330,906 shares, 2.28% of the total portfolio. New Position
  4. ABERDEEN STD PALLA (PALL) - 68 shares, 1.81% of the total portfolio. New Position
  5. SPDR GOLD TRUST (GLD) - 58,751 shares, 1.43% of the total portfolio. Shares added by 9874.70%
New Purchase: SPDR SERIES TRUST (XOP)

tru Independence LLC initiated holding in SPDR SERIES TRUST. The purchase prices were between $31.04 and $71.82, with an estimated average price of $50.12. The stock is now traded at around $54.37. The impact to a portfolio due to this purchase was 2.28%. The holding were 330,906 shares as of .

New Purchase: ABERDEEN STD PALLA (PALL)

tru Independence LLC initiated holding in ABERDEEN STD PALLA. The purchase prices were between $168.99 and $222.19, with an estimated average price of $187.13. The stock is now traded at around $202.70. The impact to a portfolio due to this purchase was 1.81%. The holding were 68 shares as of .

New Purchase: PIMCO ETF TRUST (MINT)

tru Independence LLC initiated holding in PIMCO ETF TRUST. The purchase prices were between $98.98 and $101.69, with an estimated average price of $100.71. The stock is now traded at around $101.86. The impact to a portfolio due to this purchase was 0.85%. The holding were 51,715 shares as of .

New Purchase: ISHARES INC (IEMG)

tru Independence LLC initiated holding in ISHARES INC. The purchase prices were between $38.47 and $48.81, with an estimated average price of $44.24. The stock is now traded at around $52.87. The impact to a portfolio due to this purchase was 0.77%. The holding were 113,346 shares as of .

New Purchase: iShares 7-10 Year Treasury Bond ETF (IEF)

tru Independence LLC initiated holding in iShares 7-10 Year Treasury Bond ETF. The purchase prices were between $119.56 and $121.95, with an estimated average price of $121.17. The stock is now traded at around $121.68. The impact to a portfolio due to this purchase was 0.7%. The holding were 39,389 shares as of .

New Purchase: VanEck Vectors Gold Miners (GDX)

tru Independence LLC initiated holding in VanEck Vectors Gold Miners. The purchase prices were between $23.04 and $37.21, with an estimated average price of $32.73. The stock is now traded at around $41.01. The impact to a portfolio due to this purchase was 0.53%. The holding were 98,592 shares as of .

Added: Kinder Morgan Inc (KMI)

tru Independence LLC added to a holding in Kinder Morgan Inc by 318.95%. The purchase prices were between $12.73 and $17.97, with an estimated average price of $15.19. The stock is now traded at around $14.12. The impact to a portfolio due to this purchase was 20.21%. The holding were 15,719 shares as of .

Added: SPDR GOLD TRUST (GLD)

tru Independence LLC added to a holding in SPDR GOLD TRUST by 9874.70%. The purchase prices were between $148.05 and $167.37, with an estimated average price of $161.08. The stock is now traded at around $182.24. The impact to a portfolio due to this purchase was 1.42%. The holding were 58,751 shares as of .

Added: VANGUARD SPECIALIZ (VIG)

tru Independence LLC added to a holding in VANGUARD SPECIALIZ by 3608.65%. The purchase prices were between $99.31 and $123.37, with an estimated average price of $113.64. The stock is now traded at around $127.89. The impact to a portfolio due to this purchase was 0.87%. The holding were 52,292 shares as of .

Added: VANGUARD TAX MANAG (VEA)

tru Independence LLC added to a holding in VANGUARD TAX MANAG by 1077.27%. The purchase prices were between $31.83 and $40.85, with an estimated average price of $36.43. The stock is now traded at around $41.75. The impact to a portfolio due to this purchase was 0.82%. The holding were 160,144 shares as of .

Added: VANGUARD BD IDX FD (BSV)

tru Independence LLC added to a holding in VANGUARD BD IDX FD by 57.54%. The purchase prices were between $81.28 and $82.88, with an estimated average price of $82.32. The stock is now traded at around $83.14. The impact to a portfolio due to this purchase was 0.47%. The holding were 100,398 shares as of .

Added: Comerica Inc (CMA)

tru Independence LLC added to a holding in Comerica Inc by 32188.00%. The purchase prices were between $26.05 and $46.77, with an estimated average price of $34.76. The stock is now traded at around $39.68. The impact to a portfolio due to this purchase was 0.45%. The holding were 80,720 shares as of .

Sold Out: ISHARES TRUST (IUSV)

tru Independence LLC sold out a holding in ISHARES TRUST. The sale prices were between $43.78 and $57.54, with an estimated average price of $50.75.

Sold Out: SCHWAB STRATEGIC T (SCHF)

tru Independence LLC sold out a holding in SCHWAB STRATEGIC T. The sale prices were between $24.62 and $31.42, with an estimated average price of $28.04.

Sold Out: SPDR SERIES TRUST (XBI)

tru Independence LLC sold out a holding in SPDR SERIES TRUST. The sale prices were between $73.26 and $114.17, with an estimated average price of $98.05.

Sold Out: PIMCO ETF TRUST (CORP)

tru Independence LLC sold out a holding in PIMCO ETF TRUST. The sale prices were between $102.68 and $113.74, with an estimated average price of $109.91.

Sold Out: ISHARES INC (ECH)

tru Independence LLC sold out a holding in ISHARES INC. The sale prices were between $20.66 and $28.1, with an estimated average price of $24.36.

Sold Out: First Trust Emerging Markets AlphaDEX Fund (FEM)

tru Independence LLC sold out a holding in First Trust Emerging Markets AlphaDEX Fund. The sale prices were between $16.96 and $21.8, with an estimated average price of $19.8.



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