tru Independence LLC Buys Maxeon Solar Technologies, Cleveland-Cliffs Inc, Verizon ...
Investment company tru Independence LLC (Current Portfolio) buys Maxeon Solar Technologies, Cleveland-Cliffs Inc, Verizon Communications Inc, Vanguard Value ETF, First Trust NASDAQ-100 Equal Weighted Index Fund, sells Umpqua Holdings Corp, Weyerhaeuser Co, AT&T Inc, iShares 7-10 Year Treasury Bond ETF, First Trust Dow Jones Internet Index Fund during the 3-months ended 2021Q4, according to the most recent filings of the investment company, tru Independence LLC. As of 2021Q4, tru Independence LLC owns 196 stocks with a total value of $367 million. These are the details of the buys and sells.
New Purchases: MAXN, PEP, VTV, QQEW, TSLA, EMOTF, LTSRF, BNNLF, ENCUF, BSENF, UROY, ALTPF, DNN, BQSSF, DMEHF, VLMZF, GASXF, PALAF, KVLQF, GTAGF, GLATF, SBLRF, CVVUF, ATHHF, STTDF, ULTHF, MRRDF, TOEYF,
Added Positions: CLF, VZ, AGG, FVD, IEMG, IVV, DFAI, ABBRF, RDVY, JNJ, MLXEF, GTO, EFA, EMB, GOTRF, IEFA, IUSB, SBWFF, OI, IP, IVW, LQD, REGL, TLT, XLF, XLV, BP, XLY, AFMJF, NWL, TGI, GSVRF, FOSYF, FPX, GLGDF, VIPRF, ORRCF, EQTRF, GPTRF, MMRGF, SMDV, ELRRF, XLB, XLC, XLE, BIV, BSV,
Reduced Positions: T, F, IEF, FDN, GBTC, SHY, AAPL, TFC, CVS, UL, BAC, CMA, UPS, ESKYF, ENR, GM, TTE, WRK, MRK, LOW, WFC, GOOGL, XLI, VGT, VFH, BDN, MBB, DUK, GRSLF, CBGZF, MXTRF, IBB, DSVSF, XLP,
Sold Out: UMPQ, WY, UVXY, SLVM, VNLA, OGN, VTRS, FAUG, DNCVF, KUYAF, STKXF, SSVFF, PTUUF, KLSVF, CNRIF, PLG, ISVLF, KPZIF, MKVNF, NWRCF, GENMF, NKORF, DJIFF, NULGF, EQMEF,
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
iShares Core S&P 500 ETF (IVV) - 19,139 shares, 2.49% of the total portfolio. Shares added by 3.82%
CVS Health Corp (CVS) - 82,698 shares, 2.33% of the total portfolio. Shares reduced by 2.63%
United Parcel Service Inc (UPS) - 36,373 shares, 2.13% of the total portfolio. Shares reduced by 1.47%
First Trust Value Line Dividend Index Fund (FVD) - 180,224 shares, 2.12% of the total portfolio. Shares added by 6.16%
Truist Financial Corp (TFC) - 128,314 shares, 2.05% of the total portfolio. Shares reduced by 3.1%
New Purchase: Maxeon Solar Technologies Ltd (MAXN)
tru Independence LLC initiated holding in Maxeon Solar Technologies Ltd. The purchase prices were between $13.88 and $25.33, with an estimated average price of $18.53. The stock is now traded at around $10.870000. The impact to a portfolio due to this purchase was 0.77%. The holding were 202,725 shares as of 2021-12-31.
New Purchase: First Trust NASDAQ-100 Equal Weighted Index Fund (QQEW)
tru Independence LLC initiated holding in First Trust NASDAQ-100 Equal Weighted Index Fund. The purchase prices were between $109.43 and $120.8, with an estimated average price of $116.42. The stock is now traded at around $107.080000. The impact to a portfolio due to this purchase was 0.06%. The holding were 1,751 shares as of 2021-12-31.
New Purchase: Tesla Inc (TSLA)
tru Independence LLC initiated holding in Tesla Inc. The purchase prices were between $780.59 and $1229.91, with an estimated average price of $1012.35. The stock is now traded at around $961.410000. The impact to a portfolio due to this purchase was 0.06%. The holding were 200 shares as of 2021-12-31.
New Purchase: PepsiCo Inc (PEP)
tru Independence LLC initiated holding in PepsiCo Inc. The purchase prices were between $150.2 and $173.71, with an estimated average price of $163.63. The stock is now traded at around $174.859200. The impact to a portfolio due to this purchase was 0.06%. The holding were 1,207 shares as of 2021-12-31.
New Purchase: Vanguard Value ETF (VTV)
tru Independence LLC initiated holding in Vanguard Value ETF. The purchase prices were between $135.59 and $147.24, with an estimated average price of $142.08. The stock is now traded at around $144.380100. The impact to a portfolio due to this purchase was 0.06%. The holding were 1,480 shares as of 2021-12-31.
New Purchase: Emerita Resources Corp (EMOTF)
tru Independence LLC initiated holding in Emerita Resources Corp. The purchase prices were between $1.1 and $3.3, with an estimated average price of $2.36. The stock is now traded at around $2.630000. The impact to a portfolio due to this purchase was 0.05%. The holding were 70,600 shares as of 2021-12-31.
Added: Cleveland-Cliffs Inc (CLF)
tru Independence LLC added to a holding in Cleveland-Cliffs Inc by 42.41%. The purchase prices were between $19.23 and $25.63, with an estimated average price of $21.57. The stock is now traded at around $17.709900. The impact to a portfolio due to this purchase was 0.55%. The holding were 309,723 shares as of 2021-12-31.
Added: Verizon Communications Inc (VZ)
tru Independence LLC added to a holding in Verizon Communications Inc by 177.50%. The purchase prices were between $49.77 and $54.53, with an estimated average price of $52.14. The stock is now traded at around $53.626000. The impact to a portfolio due to this purchase was 0.15%. The holding were 17,205 shares as of 2021-12-31.
Added: Abrasilver Resource Corp (ABBRF)
tru Independence LLC added to a holding in Abrasilver Resource Corp by 172.49%. The purchase prices were between $0.26 and $0.44, with an estimated average price of $0.34. The stock is now traded at around $0.310000. The impact to a portfolio due to this purchase was 0.05%. The holding were 982,043 shares as of 2021-12-31.
Added: First Trust NASDAQ Rising Dividend Achievers ETF (RDVY)
tru Independence LLC added to a holding in First Trust NASDAQ Rising Dividend Achievers ETF by 64.30%. The purchase prices were between $47.5 and $52.06, with an estimated average price of $50.33. The stock is now traded at around $49.420000. The impact to a portfolio due to this purchase was 0.04%. The holding were 7,972 shares as of 2021-12-31.
Added: Metals X Ltd (MLXEF)
tru Independence LLC added to a holding in Metals X Ltd by 53.90%. The purchase prices were between $0.25 and $0.39, with an estimated average price of $0.3. The stock is now traded at around $0.405000. The impact to a portfolio due to this purchase was 0.03%. The holding were 729,500 shares as of 2021-12-31.
Added: Goliath Resources Ltd (GOTRF)
tru Independence LLC added to a holding in Goliath Resources Ltd by 149.07%. The purchase prices were between $0.55 and $0.78, with an estimated average price of $0.66. The stock is now traded at around $0.734600. The impact to a portfolio due to this purchase was 0.02%. The holding were 186,800 shares as of 2021-12-31.
Sold Out: Umpqua Holdings Corp (UMPQ)
tru Independence LLC sold out a holding in Umpqua Holdings Corp. The sale prices were between $17.93 and $21.94, with an estimated average price of $20.17.
Sold Out: Weyerhaeuser Co (WY)
tru Independence LLC sold out a holding in Weyerhaeuser Co. The sale prices were between $35.71 and $41.18, with an estimated average price of $38.03.
Sold Out: Sylvamo Corp (SLVM)
tru Independence LLC sold out a holding in Sylvamo Corp. The sale prices were between $24.8 and $33.1, with an estimated average price of $29.08.
Sold Out: ProShares Ultra VIX Short-Term Futures ETF (UVXY)
tru Independence LLC sold out a holding in ProShares Ultra VIX Short-Term Futures ETF. The sale prices were between $12.43 and $24.17, with an estimated average price of $17.02.
Sold Out: Janus Henderson Short Duration Income ETF (VNLA)
tru Independence LLC sold out a holding in Janus Henderson Short Duration Income ETF. The sale prices were between $49.4 and $49.67, with an estimated average price of $49.54.
Sold Out: Organon & Co (OGN)
tru Independence LLC sold out a holding in Organon & Co. The sale prices were between $28.67 and $37.13, with an estimated average price of $32.51.
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 buyingThis article first appeared on GuruFocus.
