- New Purchases: XOP, PALL, MINT, IEMG, IEF, GDX, TLT, ZBRA, BIL, DVY, FTSM, VTI, SHV, CDAY, FMB, MLM, SHY, PKI, FEMS, GDDY, J, SSNC, USMV, APH, BRO, EVBG, FXN, ROL, MTN, ESGU, SMH, CSGP, EFAV, ANSS, DSI, TSCO, TGI, WSM, BX, GOVT, EXAS, INFO, JE, IVV, XLF, ENTG, HEI, TFX, TDG, BFST, CLOU, ESGD, QUAL, XME, AAP, ABCB, RGEN, SHAK, OTIS, ESGE, LQD, MJ, SUSC, DPZ, INO, PTC, BSGM, CARR, AMLP, CORN, EWU, EZU, GDXJ, ICLN, IUSG, MBB, MTUM, NEAR, NIB, QYLD, SCHB, SIL, SUSB, TIP, VLUE, VYMI, XLU, AMAT, ARCC, BZH, BIO, BMY, CDNS, DISCA, DHT, EXEL, FRO, HBAN, MGM, TELL, MSB, ORA, PPL, SGEN, WPM, SOHU, STKL, TTWO, TER, TTNP, TRIB, UGI, VTR, WPC, WSO, OPK, DSM, IPGP, LLNW, PSTI, ELRRF, CPHI, COCP, CBWTF, CNRIF, LLIT, GNMK, AMRS, PSLV, SBRA, STAG, SAVE, SII, NSRPF, ENPH, PFPT, GWPH, DSL, HTBX, WIX, KPTI, CARA, ICMB, LMRK, STOR, NEWR, ETSY, BZUN, GKOS, NVCR, EDIT, NTLA, PI, KNSL, FLGT, CRSP, IIPR, INSW, HEXO, OVID, LX, ZS, DBX, ZUO, LASR, DOCU, NIO, CRWD, MMQ, ARNC, DKNG, IGIB, CMBS, EMB, EPP, EWC, EWD, EWL, FIVG, HACK, IYW, ROBO, RWX, SRVR,
- Added Positions: KMI, GLD, VIG, VEA, BSV, CMA, VO, MRK, TFC, VWO, WRK, SGOL, ATI, SLV, CDW, FRC, CINF, SPWR, FVD, HRC, SCI, PAYX, TTC, RTN, CMCSA, STE, BRK.B, FDX, C, EXPD, GOOGL, HD, ULTA, DG, IP, LYV, SHW, TSN, BP, BA, RDS.B, V, PYPL, BNDX, VMBS, CHL, CHD, KO, COST, EL, MET, MU, NUE, PFE, QCOM, RDS.A, GM, SH, ABT, MO, GOLD, CVX, CME, CTSH, CS, DUK, EW, EXPE, TGTX, MKC, MDT, UBS, WBA, WFC, MA, PM, ARKK, RSP, DDD, ACN, AMD, AMG, AMRN, AMX, AXP, AMT, AME, AMGN, ADP, BAX, BASI, DXC, COP, DHR, ETN, FITB, FISV, GS, LHX, PEAK, WELL, HSIC, IBM, IONS, LZB, LVS, LMT, MPW, TAP, VXRT, NOC, NUS, OXY, POWI, ROP, RCL, SO, SWK, SYK, TTEK, UNP, WRI, ZBH, DAL, LULU, AUPH, PACB, BAH, SAND, CLVS, ZNGA, SPLK, NOW, DOC, AAOI, VJET, CGC, ACB, NVTA, SENS, CLLS, CHMA, SILV, CRON, TWLO, IRTC, KRP, APPN, HUYA, TLRY, WORK, DGRW, FYX, IAU,
- Reduced Positions: GIS, FBT, XLE, MSFT, TOT, ENR, GILD, JNJ, LEN, AAPL, INTC, VIS, AMZN, MAC, KHC, ADBE, CAH, CSCO, ALXN, DD, K, DOW, BIDU, UBER, BMRN, NWL, NKE, PG, ZIOP, ABBV, MMM, T, INCY, NVDA, PPG, CRM, UPS, VMW, SPY, ABB, APD, ALB, ABC, BAC, BDN, VIAC, CCJ, CCL, CAT, STZ, EPD, FFIV, FMC, F, KIM, LOW, JWN, PXD, NTR, SPG, LUV, SBUX, TXN, UMPQ, UNH, VLO, WY, BUD, LYB, MPC, FB, PANW, PGEN, BABA, VTEB, VYM, ATVI, AFL, ADS, AEP, AIG, IVZ, BCS, BTI, BAM, COF, CSL, CHKP, CI, TPR, DVA, DEO, EMN, ENIA, M, GD, GE, GSK, HAL, ING, IMMU, TT, INTU, KB, MDLZ, LB, MYL, NFLX, NVS, IX, PAA, BKNG, PRU, O, SKM, SNY, SLB, USB, VZ, VOD, WPP, WAB, WMT, WCN, ANTM, WDC, IRBT, ET, HBI, DFS, UEC, FTI, SRNE, TAK, OAS, TSLA, COR, MOS, TRIP, PSX, NCLH, FSK, BHF, SPCE, DELL, ALC, ZM, CTVA, CSTL, FTC, HYLB, MDY, QQQ,
- Sold Out: IUSV, SCHF, XBI, CORP, ECH, FEM, HA, CXO, CCBG, OIH, VEEV, IAC, TGT, MLPA, COG, XP, DKNG, WYNN, SWAV, GWX, DISCK, WBC, DEI, PETS, CAL, CY, DISH, OVV, ERF, ELS, GPS, HSY, NBL, CGA, RYN, SLG, UAA, URI, WIT, OZK, AUY, S,
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- Kinder Morgan Inc (KMI) - 15,719 shares, 26.55% of the total portfolio. Shares added by 318.95%
- SELECT SECTOR SPDR (XLE) - 531,198 shares, 2.70% of the total portfolio. Shares reduced by 14.09%
- SPDR SERIES TRUST (XOP) - 330,906 shares, 2.28% of the total portfolio. New Position
- ABERDEEN STD PALLA (PALL) - 68 shares, 1.81% of the total portfolio. New Position
- SPDR GOLD TRUST (GLD) - 58,751 shares, 1.43% of the total portfolio. Shares added by 9874.70%
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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