TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC Portfolio Holdings
Q3 2025•86 long positions•$152.1M portfolio value
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Holding96 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
ETF ETF | $16.6M 10.89% | -$217.7K Sold | — 429.4K shares | 435.0K → 429.4K −$217.7K | -1.3% | — — | Q3 2024 Held for 1y 2m | |
ETF ETF | $6.7M 4.42% | +$233.1K Bought | — 139.4K shares | 134.6K → 139.4K +$233.1K | +3.59% | — — | Q3 2024 Held for 1y 2m | |
ETF ETF | $6.2M 4.05% | +$528.6K Bought | — 111.0K shares | 101.4K → 111.0K +$528.6K | +9.38% | — — | Q3 2024 Held for 1y 2m | |
ETF ETF | $5.8M 3.8% | +$245.8K Bought | — 135.1K shares | 129.3K → 135.1K +$245.8K | +4.44% | — — | Q3 2024 Held for 1y 2m | |
ETF ETF | $5.7M 3.77% | -$46.8K Sold | — 47.9K shares | 48.3K → 47.9K −$46.8K | -0.81% | — — | Q3 2024 Held for 1y 2m | |
ETF ETF | $5.4M 3.57% | -$46.9K Sold | — 56.3K shares | 56.7K → 56.3K −$46.9K | -0.86% | — — | Q3 2024 Held for 1y 2m | |
ETF ETF | $5.3M 3.51% | +$988.9K Bought | — 105.5K shares | 85.9K → 105.5K +$988.9K | +22.72% | — — | Q2 2025 Held for 5 months | |
ETF ETF | $5.3M 3.5% | +$15.6K Bought | — 8.9K shares | 8.8K → 8.9K +$15.6K | +0.29% | — — | Q3 2024 Held for 1y 2m | |
Insurance - Diversified Financial Services | $5.0M 3.29% | -$35.2K Sold | 0.0% 10.0K shares | 10.0K → 10.0K −$35.2K | -0.7% | $1.08T Mega Cap | Q3 2024 Held for 1y 2m | |
ETF ETF | $4.8M 3.19% | -$678.0K Sold | — 7.2K shares | 8.3K → 7.2K −$678.0K | -12.27% | — — | Q3 2024 Held for 1y 2m | |
Internet Content & Information Communication Services | $4.7M 3.08% | -$82.9K Sold | 0.0% 19.3K shares | 19.6K → 19.3K −$82.9K | -1.74% | $2.95T Mega Cap | Q3 2024 Held for 1y 2m | |
ETF ETF | $4.1M 2.69% | +$389.0K Bought | — 75.9K shares | 68.7K → 75.9K +$389.0K | +10.49% | — — | Q3 2024 Held for 1y 2m | |
ETF ETF | $3.5M 2.28% | +$192.8K Bought | — 91.9K shares | 86.8K → 91.9K +$192.8K | +5.88% | — — | Q3 2024 Held for 1y 2m | |
ETF ETF | $3.4M 2.23% | +$230.6K Bought | — 103.5K shares | 96.4K → 103.5K +$230.6K | +7.3% | — — | Q3 2024 Held for 1y 2m | |
Specialty Retail Consumer Cyclical | $3.3M 2.2% | -$54.9K Sold | 0.0% 15.2K shares | 15.5K → 15.2K −$54.9K | -1.62% | $2.34T Mega Cap | Q3 2024 Held for 1y 2m | |
ETF ETF | $3.1M 2.05% | -$188.9K Sold | — 56.1K shares | 59.5K → 56.1K −$188.9K | -5.73% | — — | Q3 2024 Held for 1y 2m | |
ETF ETF | $3.1M 2.03% | -$35.1K Sold | — 30.8K shares | 31.2K → 30.8K −$35.1K | -1.12% | — — | Q3 2024 Held for 1y 2m | |
ETF ETF | $2.7M 1.79% | -$345.7K Sold | — 85.6K shares | 96.5K → 85.6K −$345.7K | -11.26% | — — | Q3 2024 Held for 1y 2m | |
ETF ETF | $2.7M 1.79% | +$2.3K Bought | — 32.8K shares | 32.8K → 32.8K +$2.3K | +0.09% | — — | Q3 2024 Held for 1y 2m | |
ETF ETF | $2.7M 1.75% | -$59.7K Sold | — 24.0K shares | 24.6K → 24.0K −$59.7K | -2.2% | — — | Q3 2024 Held for 1y 2m | |
ETF ETF | $2.5M 1.67% | +$7.0K Bought | — 28.4K shares | 28.4K → 28.4K +$7.0K | +0.28% | — — | Q3 2024 Held for 1y 2m | |
Consumer Electronics Technology | $2.1M 1.38% | -$50.9K Sold | 0.0% 8.2K shares | 8.4K → 8.2K −$50.9K | -2.37% | $3.78T Mega Cap | Q3 2024 Held for 1y 2m | |
Internet Content & Information Communication Services | $2.0M 1.34% | -$18.4K Sold | 0.0% 2.8K shares | 2.8K → 2.8K −$18.4K | -0.89% | $1.84T Mega Cap | Q3 2024 Held for 1y 2m | |
Software - Infrastructure Technology | $1.9M 1.28% | -$10.4K Sold | 0.0% 3.7K shares | 3.8K → 3.7K −$10.4K | -0.53% | $3.85T Mega Cap | Q3 2024 Held for 1y 2m | |
Semiconductors Technology | $1.8M 1.22% | +$27.2K Bought | 0.0% 9.9K shares | 9.8K → 9.9K +$27.2K | +1.5% | $4.54T Mega Cap | Q1 2025 Held for 8 months | |
ETF ETF | $1.8M 1.17% | +$11.4K Bought | — 26.1K shares | 25.9K → 26.1K +$11.4K | +0.64% | — — | Q3 2024 Held for 1y 2m | |
ETF ETF | $1.6M 1.02% | +$7.4K Bought | — 23.6K shares | 23.5K → 23.6K +$7.4K | +0.48% | — — | Q3 2024 Held for 1y 2m | |
ETF ETF | $1.5M 1.0% | +$8.4K Bought | — 23.4K shares | 23.2K → 23.4K +$8.4K | +0.56% | — — | Q3 2024 Held for 1y 2m | |
ETF ETF | $1.5M 0.982% | +$640.3 Bought | — 25.7K shares | 25.7K → 25.7K +$640.3 | +0.04% | — — | Q3 2024 Held for 1y 2m | |
ETF ETF | $1.5M 0.957% | -$693.2K Sold | — 40.8K shares | 60.2K → 40.8K −$693.2K | -32.26% | — — | Q3 2024 Held for 1y 2m | |
ETF ETF | $1.4M 0.921% | -$265.2K Sold | — 44.4K shares | 52.8K → 44.4K −$265.2K | -15.92% | — — | Q3 2024 Held for 1y 2m | |
ETF ETF | $1.2M 0.803% | -$41.9K Sold | — 27.3K shares | 28.3K → 27.3K −$41.9K | -3.31% | — — | Q3 2024 Held for 1y 2m | |
Asset Management Financial Services | $1.2M 0.794% | -$4.7K Sold | — 35.3K shares | 35.4K → 35.3K −$4.7K | -0.39% | — — | Q3 2024 Held for 1y 2m | |
ETF ETF | $1.1M 0.734% | +$43.1K Bought | — 35.0K shares | 33.6K → 35.0K +$43.1K | +4.02% | — — | Q3 2024 Held for 1y 2m | |
ETF ETF | $1.1M 0.722% | +$54.4K Bought | — 34.3K shares | 32.6K → 34.3K +$54.4K | +5.21% | — — | Q3 2024 Held for 1y 2m | |
Specialty Retail Consumer Cyclical | $1.1M 0.702% | -$14.0K Sold | 0.001% 457.0 shares | 463.0 → 457.0 −$14.0K | -1.3% | $118.48B Large Cap | Q2 2025 Held for 5 months | |
ETF ETF | $1.1M 0.701% | -$85.9K Sold | — 10.7K shares | 11.5K → 10.7K −$85.9K | -7.46% | — — | Q3 2024 Held for 1y 2m | |
ETF ETF | $1.1M 0.696% | -$164.6K Sold | — 22.9K shares | 26.5K → 22.9K −$164.6K | -13.46% | — — | Q3 2024 Held for 1y 2m | |
ETF ETF | $1.0M 0.667% | +$77.5K Bought | — 37.2K shares | 34.3K → 37.2K +$77.5K | +8.26% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $998.1K 0.656% | +$68.7K Bought | — 32.8K shares | 30.6K → 32.8K +$68.7K | +7.39% | — — | Q3 2024 Held for 1y 2m | |
Financial - Capital Markets Financial Services | $949.9K 0.625% | — | 0.007% 20.2K shares | — | — | $12.8B Large Cap | Q4 2024 Held for 11 months | |
ETF ETF | $942.6K 0.62% | +$3.7K Bought | — 18.3K shares | 18.2K → 18.3K +$3.7K | +0.39% | — — | Q3 2024 Held for 1y 2m | |
Unknown Unknown | $927.8K 0.61% | +$3.6K Bought | — 31.3K shares | 31.2K → 31.3K +$3.6K | +0.38% | — — | Q1 2025 Held for 8 months | |
Aerospace & Defense Industrials | $904.7K 0.595% | — | 0.001% 1.8K shares | — | — | $116.55B Large Cap | Q3 2024 Held for 1y 2m | |
Oil & Gas Midstream Energy | $888.1K 0.584% | — | 0.001% 28.4K shares | — | — | $67.7B Large Cap | Q3 2024 Held for 1y 2m | |
ETF ETF | $853.4K 0.561% | +$4.3K Bought | — 7.2K shares | 7.1K → 7.2K +$4.3K | +0.5% | — — | Q3 2024 Held for 1y 2m | |
ETF ETF | $817.0K 0.537% | +$69.8K Bought | — 9.2K shares | 8.4K → 9.2K +$69.8K | +9.34% | — — | Q2 2025 Held for 5 months | |
ETF ETF | $786.7K 0.517% | -$264.3K Sold | — 18.4K shares | 24.6K → 18.4K −$264.3K | -25.15% | — — | Q3 2024 Held for 1y 2m | |
ETF ETF | $755.5K 0.497% | — | — 1.1K shares | — | — | — — | Q3 2024 Held for 1y 2m | |
ETF ETF | $750.0K 0.493% | +$3.7K Bought | — 9.4K shares | 9.3K → 9.4K +$3.7K | +0.49% | — — | Q3 2024 Held for 1y 2m |
