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STOCK TICKER:

MAJOR GURUS:
David Einhorn
Bill Ackman
Bill Miller
Steven Cohen
Jim Simons

tru Independence LLC INSTITUTION : tru Independence LLC
tru Independence LLC Portfolio (reported on 2020-05-19)
Company (links to holding history) Ticker Value On
2020-03-31
No of Shares % of portfolio
BRISTOL-MYERS SQUIBB CO    (COM) BMY 49,265,000 1,081,698 7.08%
MICROSOFT CORP    (COM) MSFT 14,265,000 90,451 2.05%
AT&T INC    (COM) T 12,834,000 378,005 1.84%
APPLE INC    (COM) AAPL 12,597,000 46,959 1.81%
KROGER COMPANY    (COM) KR 12,144,000 412,788 1.74%
JP MORGAN CHASE & COMPANY    (COM) JPM 11,853,000 106,932 1.70%
GENERAL MOTORS CORP    (COM) GM 11,803,000 409,855 1.69%
INTEL CORP    (COM) INTC 11,739,000 204,615 1.68%
PFIZER INC    (COM) PFE 11,693,000 334,186 1.68%
CORNING INC    (COM) GLW 10,830,000 435,102 1.55%
LYONDELLBASELL INDUSTRIES N    (SHS - A -) LALLF 10,496,000 145,160 1.51%
GILEAD SCIENCES INC    (COM) GILD 10,141,000 135,656 1.45%
WESTROCK CO    (COM) WRK 9,616,000 269,025 1.38%
MERCK & COMPANY INC    (COM) MRK 9,596,000 85,318 1.38%
UNITED PARCEL SERVICE INC    (COM) UPS 9,400,000 89,973 1.35%
GENERAL MILLS INC    (COM) GIS 9,247,000 173,970 1.33%
JOHNSON & JOHNSON    (COM) JNJ 9,065,000 65,613 1.30%
BP PLC ADR    (SPONSORED ADR) BP 8,969,000 294,309 1.29%
CVS HEALTH CORPORATION    (COM) CVS 8,920,000 126,963 1.28%
WEYERHAEUSER COMPANY    (COM) WY 8,870,000 380,230 1.27%
SPDR SER TR    (S&P BIOTECH) XBI 8,765,000 113,184 1.26%
ALLEGHENY TECHNOLOGIES INC    (COM) ATI 8,493,000 466,030 1.22%
ROYAL DUTCH SHELL PLC - B SHS    (SPON ADR B) RDS-B 8,250,000 178,090 1.18%
ISHARES TR    (NASDAQ BIOTECH) IBB 7,934,000 73,642 1.14%
BANK OF AMERICA CORP    (COM) BAC 7,909,000 224,505 1.13%
BOEING COMPANY    (COM) BA 7,817,000 35,020 1.12%
ALLSTATE CORP    (COM) ALL 7,607,000 74,404 1.09%
CISCO SYSTEMS INC    (COM) CSCO 7,422,000 171,049 1.06%
NEWELL RUBBERMAID INC    (COM) NWL 7,291,000 447,821 1.04%
KELLOGG COMPANY    (COM) K 7,286,000 112,765 1.04%
TRUIST FINANCIAL CORPORATION    (COM) 7,107,000 164,786 1.02%
SPDR SER TR    (NUVEEN BRC MUNIC) 7,068,000 141,363 1.01%
NUCOR CORP    (COM) NUE 6,898,000 149,200 0.99%
TOTAL SA-SPON ADR    (SPONSORED ADR) TOT 6,882,000 151,273 0.99%
SCHWAB STRATEGIC TR    (INTRM TRM TRES) SCHR 6,750,000 114,833 0.97%
DOW INC    (COM) 6,647,000 123,275 0.95%
FEDEX CORP    (COM) FDX 6,364,000 47,182 0.91%
KIMCO REALTY CORP REIT    (COM) KIM 6,104,000 294,750 0.87%
DELTA AIR LINES INC    (COM) DAL 5,985,000 136,355 0.86%
SELECT SECTOR SPDR TR    (SBI INT-FINL) XLF 5,905,000 283,642 0.84%
SOUTHWEST AIRLINES COMPANY    (COM) LUV 5,877,000 130,626 0.84%
LENNAR CORP    (COM) LEN 5,866,000 105,145 0.84%
SCHWAB STRATEGIC TR    (US LRG CAP ETF) SCHX 5,847,000 95,464 0.84%
INTERNATIONAL PAPER COMPANY    (COM) IP 5,757,000 149,500 0.82%
FORD MOTOR COMPANY COMMON NEW    (COM) F 5,622,000 800,481 0.80%
PIMCO ETF TR    (INV GRD CRP BD) CORP 5,422,000 51,216 0.78%
CYPRESS SEMICONDUCTOR CORP    (COM) CY 5,263,000 88,700 0.75%
BERRY GLOBAL GROUP    (COM) BERY 5,020,000 105,705 0.72%
UMPQUA HOLDINGS CORP    (COM) UMPQ 4,988,000 281,800 0.71%
THE TRAVELERS COMPANIES INC    (COM) TRV 4,733,000 35,632 0.68%
ENERGIZER HLDGS INC NEW    (COM) 4,690,000 93,395 0.67%
ABERDEEN STD GOLD ETF TR    (PHYSCL GOLD SHS) 4,543,000 299,884 0.65%
BANK NEW YORK MELLON CORP    (COM) BK 4,443,000 209,280 0.63%
FMC CORP    (COM) FMC 4,400,000 44,080 0.63%
BRANDYWINE REALTY TRUST NEW    (COM) BDN 4,307,000 273,442 0.61%
STEEL DYNAMICS INC    (COM) STLD 4,277,000 125,645 0.61%
DTE ENERGY CO    (COM) DTE 4,180,000 142,971 0.60%
SELECT SECTOR SPDR TR    (ENERGY) XLE 3,898,000 134,146 0.56%
NORDSTROM INC    (COM) JWN 3,804,000 92,935 0.54%
SCHWAB STRATEGIC TR    (SHT TM US TRES) SCHO 3,766,000 72,799 0.54%
ISHARES TR    (CORE MSCI EAFE) IEFA 3,620,000 72,555 0.52%
SPDR SER TR    (NUVEEN BLMBRG SR) 3,609,000 73,802 0.51%
BIO RAD LABS INC    (CL A) BIO 3,508,000 104,065 0.50%
ISHARES TR    (CORE S&P500 ETF) IVV 3,490,000 13,506 0.50%
TYSON FOODS INC CL A    (COM) TSN 3,485,000 38,275 0.50%
ISHARES INC    (MSCI CHILE ETF) ECH 3,473,000 87,221 0.49%
MACERICH COMPANY    (COM) MAC 3,343,000 128,905 0.48%
AMAZON COM INC    (COM) AMZN 3,148,000 1,615 0.45%
TRI POINTE HOMES INC    (COM) TPH 3,133,000 201,100 0.45%
ISHARES INC    (CORE MSCI EMKT) IEMG 3,019,000 74,602 0.43%
NORDSON CORP    (COM) NDSN 3,017,000 254,795 0.43%
SCHWAB STRATEGIC TR    (INTL EQTY ETF) SCHF 2,862,000 110,744 0.41%
VANGUARD WORLD FDS    (INF TECH ETF) VGT 2,726,000 12,862 0.39%
FIRST TR EXCHANGE-TRADED FD    (DJ INTERNT IDX) FDN 2,715,000 21,942 0.39%
STARBUCKS CORP    (COM) SBUX 2,702,000 119,855 0.38%
BRIGHTHOUSE FINL INC    (COM) BHF 2,659,000 252,742 0.38%
FIRST TR VALUE LINE DIVID IN    (SHS) FVD 2,538,000 91,700 0.36%
SCHWAB STRATEGIC TR    (EMRG MKTEQ ETF) SCHE 2,426,000 117,237 0.34%
HOME DEPOT INC    (COM) HD 2,407,000 12,892 0.34%
HAWAIIAN HOLDINGS INC (NEW)    (COM) HA 2,380,000 81,265 0.34%
COMERICA INC    (COM) CMA 2,200,000 75,000 0.31%
EXXON MOBIL CORP    (COM) XOM 2,136,000 56,271 0.30%
THERMO FISHER SCIENTIFIC INC    (COM) TMO 2,080,000 7,332 0.29%
KRAFT HEINZ CO    (COM) KHC 1,941,000 78,448 0.27%
ISHARES TR    (MIN VOL EAFE ETF) EFAV 1,887,000 30,405 0.27%
INSULET CORP    (COM) PODD 1,787,000 33,013 0.25%
VANGUARD BD INDEX FDS    (SHORT TRM BOND) BSV 1,784,000 21,711 0.25%
BERKSHIRE HATHAWAY INC DEL    (CL B NEW) BRK/B 1,767,000 9,665 0.25%
SELECT SECTOR SPDR TR    (SBI CONS DISCR) XLY 1,712,000 17,453 0.24%
ISHARES TR    (MBS ETF) MBB 1,700,000 15,389 0.24%
SCHWAB STRATEGIC TR    (US REIT ETF) SCHH 1,699,000 51,888 0.24%
SELECT SECTOR SPDR TR    (SBI HEALTHCARE) XLV 1,679,000 18,953 0.24%
SPDR S&P 500 ETF TR    (TR UNIT) SPY 1,582,000 6,138 0.22%
SPDR SER TR    (S&P 600 SMCP VAL) DSV 1,582,000 38,721 0.22%
ANHEUSER BUSCH INBEV SA/NV    (SPONSORED ADR) BUD 1,487,000 33,700 0.21%
MCDONALDS CORP    (COM) MCD 1,425,000 8,617 0.20%
SELECT SECTOR SPDR TR    (SBI HEALTHCARE) XLV 1,393,000 15,730 0.20%
NEXTERA ENERGY INC    (COM) NEE 1,352,000 5,618 0.19%
SELECT SECTOR SPDR TR    (SBI CONS DISCR) XLY 1,352,000 13,786 0.19%
VANGUARD BD INDEX FDS    (INTERMED TERM) BIV 1,339,000 14,992 0.19%
ALTRIA GROUP INC    (COM) MO 1,298,000 33,578 0.18%
ISHARES TR    (IBOXX INV CP ETF) LQD 1,237,000 10,012 0.17%
VANGUARD BD INDEX FDS    (INTERMED TERM) BIV 1,211,000 13,557 0.17%
CHINA MOBILE LIMITED    (SPONSORED ADR) CHL 1,209,000 32,100 0.17%
ISHARES TR    (CORE US AGGBD ET) AGG 1,144,000 9,918 0.16%
DXC TECHNOLOGY CO    (COM) 1,130,000 33,138 0.16%
AFLAC INC    (COM) AFL 1,109,000 32,391 0.15%
VANGUARD BD INDEX FDS    (SHORT TRM BOND) BSV 1,107,000 13,467 0.15%
SELECT SECTOR SPDR TR    (SBI INT-FINL) XLF 1,104,000 53,007 0.15%
PHILIP MORRIS INTL INC    (COM) PM 1,084,000 14,869 0.15%
ALPHABET INC    (CAP STK CL A) GOOGL 1,083,000 892 0.15%
VANGUARD WORLD FDS    (INDUSTRIAL ETF) VIS 1,076,000 9,758 0.15%
PROCTER & GAMBLE CO    (COM) PG 1,071,000 9,736 0.15%
ABBVIE INC    (COM) ABBV 1,057,000 13,876 0.15%
ADOBE INC    (COM) ADBE 1,050,000 3,296 0.15%
DARDEN RESTAURANTS INC    (COM) DRI 1,035,000 7,480 0.14%
VANGUARD WORLD FDS    (CONSUM STP ETF) VDC 1,007,000 7,303 0.14%
ENTERPRISE PRODS PARTNERS L    (COM) EPD 982,000 68,689 0.14%
CARDINAL HEALTH INC    (COM) CAH 973,000 20,301 0.14%
BRITISH AMERN TOB PLC    (SPONSORED ADR) BTI 964,000 28,174 0.13%
NIKE INC    (CL B) NKE 937,000 11,315 0.13%
HONEYWELL INTL INC    (COM) HON 928,000 6,943 0.13%
FIRST TR EXCH TRADED FD III    (MANAGD MUN ETF) FMB 928,000 17,170 0.13%
BK OF AMERICA CORP    (COM) BAC 873,000 41,194 0.12%
CHEVRON CORP NEW    (COM) CVX 871,000 12,021 0.12%
ABBOTT LABS    (COM) ABT 844,000 10,703 0.12%
FIRST TR EXCHANGE-TRADED FD    (DJ INTERNT IDX) FDN 843,000 6,816 0.12%
FIRST TR EXCHANGE-TRADED FD    (FIRST TR ENH NEW) FTSM 841,000 14,242 0.12%
DISNEY WALT CO    (COM DISNEY) DIS 841,000 8,713 0.12%
CAPITAL ONE FINL CORP    (COM) COF 833,000 16,512 0.11%
SALESFORCE COM INC    (COM) CRM 748,000 5,190 0.10%
BECTON DICKINSON & CO    (COM) BDX 739,000 3,218 0.10%
ACCENTURE PLC IRELAND    (SHS CLASS A) ACN 722,000 4,421 0.10%
NETFLIX INC    (COM) NFLX 713,000 1,898 0.10%
VANGUARD MUN BD FD INC    (TAX EXEMPT BD) 713,000 13,479 0.10%
FISERV INC    (COM) FISV 712,000 7,489 0.10%
AUTOMATIC DATA PROCESSING IN    (COM) ADP 696,000 5,087 0.10%
ALEXION PHARMACEUTICALS INC    (COM) ALXN 694,000 7,725 0.09%
VANGUARD INDEX FDS    (REAL ESTATE ETF) VNQ 693,000 9,919 0.09%
ZIOPHARM ONCOLOGY INC    (COM) ZIOP 686,000 279,912 0.09%
AMERICAN INTL GROUP INC    (COM NEW) AIG 679,000 28,120 0.09%
ISHARES TR    (NASDAQ BIOTECH) IBB 672,000 6,239 0.09%
SCHLUMBERGER LTD    (COM) SLB 664,000 49,268 0.09%
SELECT SECTOR SPDR TR    (SBI INT-INDS) XLI 657,000 11,142 0.09%
ISHARES TR    (MSCI EAFE ETF) EFA 649,000 12,133 0.09%
MACQUARIE INFRASTRUCTURE COR    (COM) MIC 644,000 114,310 0.09%
VANGUARD WORLD FDS    (FINANCIALS ETF) VFH 642,000 12,663 0.09%
FACEBOOK INC    (CL A) FB 638,000 3,824 0.09%
BAXTER INTL INC    (COM) BAX 637,000 7,844 0.09%
RAYMOND JAMES FINANCIAL INC    (COM) RJF 626,000 9,900 0.09%
COSTCO WHSL CORP NEW    (COM) COST 614,000 2,155 0.08%
SELECT SECTOR SPDR TR    (RL EST SEL SEC) 612,000 19,748 0.08%
ISHARES TR    (3 7 YR TREAS BD) IEI 604,000 4,526 0.08%
AMGEN INC    (COM) AMGN 602,000 2,968 0.08%
VANGUARD INDEX FDS    (S&P 500 ETF SHS) VOO 595,000 2,513 0.08%
BAIDU INC    (SPON ADR REP A) BIDU 594,000 5,886 0.08%
SELECT SECTOR SPDR TR    (TECHNOLOGY) XLK 577,000 7,180 0.08%
SPDR S&P MIDCAP 400 ETF TR    (UTSER1 S&PDCRP) MDY 576,000 2,194 0.08%
WELLS FARGO CO NEW    (COM) WFC 573,000 19,914 0.08%
ISHARES TR    (CORE S&P500 ETF) IVV 565,000 2,185 0.08%
MCCORMICK & CO INC    (COM NON VTG) MKC 562,000 3,980 0.08%
VIACOMCBS INC    (CL B) 559,000 39,906 0.08%
MEDTRONIC PLC    (SHS) MDT 554,000 6,154 0.07%
COMCAST CORP NEW    (CL A) CMCSA 549,000 15,965 0.07%
UNITED TECHNOLOGIES CORP    (COM) UTX 543,000 5,754 0.07%
ISHARES GOLD TRUST    (ISHARES) IAU 540,000 35,824 0.07%
ROYAL DUTCH SHELL PLC    (SPONS ADR A) RDS.A 532,000 15,291 0.07%
ISHARES TR    (CORE S&P500 ETF) IVV 530,000 2,050 0.07%
GENERAL ELECTRIC CO    (COM) GE 526,000 66,205 0.07%
FIRST TR EXCHANGE-TRADED FD    (S&P INTL DIVID) 517,000 40,407 0.07%
FIRST REP BK SAN FRANCISCO C    (COM) FRC 513,000 6,240 0.07%
STRYKER CORP    (COM) SYK 509,000 3,057 0.07%
ENERGY TRANSFER LP    (COM UT LTD PTN) ETE 506,000 109,960 0.07%
FIRST TR EXCHANGE-TRADED FD    (CAP STRENGTH ETF) FDV 499,000 10,030 0.07%
FIRST TR EXCHANGE TRADED ALP    (EMERG MKT ALPH) FEM 493,000 28,026 0.07%
ECOLAB INC    (COM) ECL 474,000 3,040 0.06%
VANGUARD INDEX FDS    (SMALL CP ETF) VB 471,000 4,082 0.06%
ALLERGAN PLC    (SHS) AGN 470,000 2,656 0.06%
ISHARES TR    (TIPS BD ETF) TIP 465,000 3,943 0.06%
ALPHABET INC    (CAP STK CL C) GOOG 462,000 378 0.06%
ROPER TECHNOLOGIES INC    (COM) ROP 460,000 1,474 0.06%
SELECT SECTOR SPDR TR    (COMMUNICATION) 457,000 10,320 0.06%
VANGUARD TAX-MANAGED INTL FD    (FTSE DEV MKT ETF) VEA 454,000 13,603 0.06%
SELECT SECTOR SPDR TR    (SBI CONS STPLS) XLP 448,000 8,223 0.06%
RAYTHEON CO    (COM NEW) RTN 442,000 3,372 0.06%
BLACKROCK INC    (COM) BLK 442,000 1,004 0.06%
VERIZON COMMUNICATIONS INC    (COM) VZ 442,000 8,234 0.06%
ISHARES TR    (CORE S&P SCP ETF) IJR 441,000 7,853 0.06%
VANGUARD WORLD FDS    (MATERIALS ETF) VAW 439,000 4,562 0.06%
LOCKHEED MARTIN CORP    (COM) LMT 423,000 1,249 0.06%
BNY MELLON STRATEGIC MUN BD    (COM) 423,000 2,835 0.06%
UNION PAC CORP    (COM) UNP 417,000 2,962 0.06%
TEXAS INSTRS INC    (COM) TXN 413,000 4,132 0.05%
AMETEK INC    (COM) AME 411,000 5,709 0.05%
UBER TECHNOLOGIES INC    (COM) 410,000 14,700 0.05%
FIRST TR EXCHANGE TRADED ALP    (EM SML CP ALPH) FEMS 406,000 16,244 0.05%
CATERPILLAR INC DEL    (COM) CAT 393,000 3,382 0.05%
ISHARES TR    (S&P 500 GRWT ETF) IVW 392,000 2,373 0.05%
ORACLE CORP    (COM) ORCL 389,000 8,034 0.05%
SELECT SECTOR SPDR TR    (TECHNOLOGY) XLK 389,000 4,841 0.05%
1 2 3 4 5 6 Next >Full Portfolio View
Total Value As 2020-03-31: 694,948,000 SEC FILING
* Portfolios do not reflect changes after reporting
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MAJOR GURUS:
Warren Buffett
John Paulson
George Soros

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