HoldingsChannel.com
| Entity | Amount | Change
06/30/2022 to 09/30/2022 |
Position Size ($ in 1000's) |
|---|---|---|---|
 ISHARES TR (SGOV) |
114,701 | +9,605 | $11,501 |
| SGOV | 114,701 | +9,605 | $11,501 |
| ISHARES TR (SHV) |
94,068 | +79,598 | $10,348 |
| SHV | 94,068 | +79,598 | $10,348 |
| J P MORGAN EXCHANGE TRADED F (JPST) |
171,972 | -129,016 | $8,626 |
| JPST | 171,972 | -129,016 | $8,626 |
| ISHARES TR (ICSH) |
164,890 | -48,060 | $8,246 |
| ICSH | 164,890 | -48,060 | $8,246 |
| VANGUARD INDEX FDS (VOO) |
17,522 | +17,522 | $5,753 |
| VOO | 17,522 | +17,522 | $5,753 |
| DIREXION SHS ETF TR (SPXS) |
179,238 | +112,572 | $5,295 |
| SPXS | 179,238 | +112,572 | $5,295 |
| APPLE INC |
24,349 | +4,427 | $3,365 |
| AAPL | 24,349 | +4,427 | $3,365 |
| PAYCHEX INC |
27,151 | +96 | $3,047 |
| PAYX | 27,151 | +96 | $3,047 |
| ISHARES TR (SHY) |
34,661 | -520 | $2,815 |
| SHY | 34,661 | -520 | $2,815 |
| MICROSOFT CORP |
12,018 | +790 | $2,799 |
| MSFT | 12,018 | +790 | $2,799 |
 BERKSHIRE HATHAWAY INC DEL |
$2,366 | ||
| BRK.B | 8,864 | +1,109 | $2,366 |
| AMAZON COM INC |
18,236 | +2,796 | $2,060 |
| AMZN | 18,236 | +2,796 | $2,060 |
| LILLY ELI & CO |
5,134 | +5,134 | $1,660 |
| LLY | 5,134 | +5,134 | $1,660 |
| ISHARES TR (IEF) |
16,529 | +221 | $1,587 |
| IEF | 16,529 | +221 | $1,587 |
| ISHARES GOLD TR (IAU) |
48,203 | -5,507 | $1,519 |
| IAU | 48,203 | -5,507 | $1,519 |
| SPDR GOLD TR (GLD) |
8,255 | -30,895 | $1,277 |
| GLD | 8,255 | -30,895 | $1,277 |
| ISHARES TR (IVV) |
3,346 | +574 | $1,200 |
| IVV | 3,346 | +574 | $1,200 |
| ALPHABET INC |
11,290 | +10,789 | $1,080 |
| GOOGL | 11,290 | +10,789 | $1,080 |
| ISHARES TR (SUB) |
9,300 | UNCH | $955 |
| SUB | 9,300 | UNCH | $955 |
| THERMO FISHER SCIENTIFIC INC |
1,584 | +458 | $804 |
| TMO | 1,584 | +458 | $804 |
| ASTRAZENECA PLC |
13,651 | +9,732 | $749 |
| AZN | 13,651 | +9,732 | $749 |
| INVESCO QQQ TR |
2,799 | +25 | $748 |
| QQQ | 2,799 | +25 | $748 |
| UNITEDHEALTH GROUP INC |
1,305 | +1,305 | $659 |
| UNH | 1,305 | +1,305 | $659 |
| SPDR S&P 500 ETF TR (SPY) |
1,689 | -261 | $603 |
| SPY | 1,689 | -261 | $603 |
| ISHARES TR (ITB) |
11,125 | UNCH | $579 |
| ITB | 11,125 | UNCH | $579 |
| DISNEY WALT CO |
5,971 | +373 | $563 |
| DIS | 5,971 | +373 | $563 |
| TESLA INC |
2,092 | +1,742 | $555 |
| TSLA | 2,092 | +1,742 | $555 |
| PROGRESSIVE CORP |
4,749 | +4,749 | $552 |
| PGR | 4,749 | +4,749 | $552 |
| KRANESHARES TR (KBA) |
17,000 | UNCH | $516 |
| KBA | 17,000 | UNCH | $516 |
| M & T BK CORP |
2,911 | +2,911 | $513 |
| MTB | 2,911 | +2,911 | $513 |
| ISHARES TR (NYF) |
9,918 | -398 | $502 |
| NYF | 9,918 | -398 | $502 |
| HESS CORP |
4,560 | +4,560 | $497 |
| HES | 4,560 | +4,560 | $497 |
| PIMCO ETF TR (MINT) |
5,000 | -17 | $494 |
| MINT | 5,000 | -17 | $494 |
| ISHARES TR (IJH) |
2,182 | +725 | $478 |
| IJH | 2,182 | +725 | $478 |
| ALBEMARLE CORP |
1,801 | +1,801 | $476 |
| ALB | 1,801 | +1,801 | $476 |
| PEPSICO INC |
2,763 | -240 | $451 |
| PEP | 2,763 | -240 | $451 |
| EXXON MOBIL CORP |
5,071 | -42 | $443 |
| XOM | 5,071 | -42 | $443 |
| ISHARES TR (TIP) |
4,198 | +198 | $440 |
| TIP | 4,198 | +198 | $440 |
| DIAMONDBACK ENERGY INC |
3,545 | +3,545 | $427 |
| FANG | 3,545 | +3,545 | $427 |
| LOCKHEED MARTIN CORP |
1,090 | +29 | $421 |
| LMT | 1,090 | +29 | $421 |
| ISHARES TR (CMF) |
7,252 | UNCH | $393 |
| CMF | 7,252 | UNCH | $393 |
| META PLATFORMS INC |
2,760 | +805 | $374 |
| FB | 2,760 | +805 | $374 |
| ISHARES TR (TLT) |
3,487 | +39 | $357 |
| TLT | 3,487 | +39 | $357 |
| JOHNSON & JOHNSON |
1,924 | +225 | $315 |
| JNJ | 1,924 | +225 | $315 |
| ZOOM VIDEO COMMUNICATIONS IN |
4,005 | +405 | $295 |
| ZM | 4,005 | +405 | $295 |
| CONSTELLATION BRANDS INC |
1,279 | +1,279 | $294 |
| STZ | 1,279 | +1,279 | $294 |
| BROADCOM INC |
657 | -47 | $292 |
| AVGO | 657 | -47 | $292 |
| ISHARES TR (IJR) |
3,317 | +1,120 | $289 |
| IJR | 3,317 | +1,120 | $289 |
| ORACLE CORP |
4,403 | -82 | $269 |
| ORCL | 4,403 | -82 | $269 |
| ISHARES TR (AGG) |
2,736 | +2,736 | $264 |
| AGG | 2,736 | +2,736 | $264 |
See Full List: All Stocks Held By TRU Independence Asset Management 2 LLC
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By TRU Independence Asset Management 2 LLC
|
Size ($ in 1000's)
At 09/30/2022: $94,116 At 06/30/2022: $121,506 TRU Independence Asset Management 2 LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from TRU Independence Asset Management 2 LLC 13F filings. Link to 13F filings: SEC filings |
