$308 Million is the total value of tru Independence LLC's 120 reported holdings in Q4 2022. The portfolio turnover from Q3 2022 to Q4 2022 was 41.4% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| FTCS | Buy | FIRST TR EXCHANGE-TRADED FDcap strength etf | $7,834,697 | +14.2% | 104,532 | +1.2% | 2.54% | +4.7% |
| DFAI | Buy | DIMENSIONAL ETF TRUSTintl core eqt mk | $7,577,066 | +19.1% | 302,598 | +2.6% | 2.46% | +9.3% |
| BA | Sell | BOEING CO | $7,071,381 | +57.0% | 37,122 | -0.2% | 2.29% | +44.1% |
| BAC | Buy | BK OF AMERICA CORP | $6,934,635 | +12.3% | 209,379 | +2.4% | 2.25% | +3.0% |
| Sell | SHELL PLCspon ads | $6,745,870 | +5.8% | 118,453 | -7.6% | 2.19% | -3.0% | |
| MRK | Sell | MERCK & CO INC | $6,559,919 | +12.3% | 59,125 | -12.9% | 2.13% | +3.0% |
| ALL | Sell | ALLSTATE CORP | $6,530,496 | +8.1% | 48,160 | -0.7% | 2.12% | -0.8% |
| ENR | Sell | ENERGIZER HLDGS INC NEW | $6,425,999 | +29.0% | 191,535 | -3.3% | 2.08% | +18.3% |
| OI | Sell | O-I GLASS INC | $6,344,860 | +27.9% | 382,913 | -0.0% | 2.06% | +17.4% |
| GLW | Buy | CORNING INC | $6,279,564 | +11.3% | 196,605 | +1.1% | 2.04% | +2.2% |
| GPK | Buy | GRAPHIC PACKAGING HLDG CO | $6,220,544 | +12.9% | 279,575 | +0.2% | 2.02% | +3.6% |
| TRV | New | TRAVELERS COMPANIES INC | $6,208,544 | – | 33,114 | +100.0% | 2.01% | – |
| CVS | Sell | CVS HEALTH CORP | $6,191,777 | -12.1% | 66,443 | -10.1% | 2.01% | -19.4% |
| UPS | Buy | UNITED PARCEL SERVICE INCcl b | $6,187,053 | +8.5% | 35,591 | +0.8% | 2.01% | -0.4% |
| KIM | Buy | KIMCO RLTY CORP | $5,957,659 | +17.6% | 281,287 | +2.2% | 1.93% | +7.9% |
| T | Sell | AT&T INC | $5,948,648 | +18.2% | 323,121 | -1.5% | 1.93% | +8.4% |
| BERY | Sell | BERRY GLOBAL GROUP INC | $5,833,912 | +22.6% | 96,540 | -5.6% | 1.89% | +12.5% |
| SPG | Buy | SIMON PPTY GROUP INC NEW | $5,831,707 | +31.6% | 49,640 | +0.5% | 1.89% | +20.8% |
| TTE | Sell | TOTALENERGIES SEsponsored ads | $5,744,573 | +23.5% | 92,535 | -7.5% | 1.86% | +13.3% |
| KBH | Buy | KB HOME | $5,669,300 | +23.8% | 178,000 | +0.8% | 1.84% | +13.6% |
| UL | Sell | UNILEVER PLCspon adr new | $5,627,368 | +8.5% | 111,765 | -5.5% | 1.82% | -0.4% |
| WFC | Buy | WELLS FARGO CO NEW | $5,622,947 | +3.8% | 136,182 | +1.1% | 1.82% | -4.8% |
| LUV | Buy | SOUTHWEST AIRLS CO | $5,539,372 | +39.0% | 164,520 | +27.3% | 1.80% | +27.5% |
| AAPL | Sell | APPLE INC | $5,468,756 | -7.9% | 42,090 | -2.1% | 1.77% | -15.5% |
| KMB | Sell | KIMBERLY-CLARK CORP | $5,412,896 | +15.3% | 39,874 | -4.4% | 1.76% | +5.8% |
| LYB | Sell | LYONDELLBASELL INDUSTRIES N | $5,397,822 | +8.2% | 65,011 | -1.9% | 1.75% | -0.7% |
| JPM | Buy | JPMORGAN CHASE & CO | $5,355,489 | +30.2% | 39,937 | +1.4% | 1.74% | +19.4% |
| FVD | Sell | FIRST TR VALUE LINE DIVID IN | $5,342,007 | +10.9% | 133,851 | -0.5% | 1.73% | +1.8% |
| CLF | Buy | CLEVELAND-CLIFFS INC NEW | $5,260,277 | +22.1% | 326,523 | +2.1% | 1.70% | +12.0% |
| DOW | Sell | DOW INC | $5,232,296 | +12.9% | 103,836 | -1.6% | 1.70% | +3.6% |
| TFC | Buy | TRUIST FINL CORP | $5,005,173 | +7.0% | 116,318 | +8.3% | 1.62% | -1.8% |
| VZ | Buy | VERIZON COMMUNICATIONS INC | $4,952,777 | +5.8% | 125,705 | +1.9% | 1.61% | -3.0% |
| IVV | Sell | ISHARES TRcore s&p500 etf | $4,934,104 | +6.9% | 12,842 | -0.2% | 1.60% | -1.9% |
| GM | Buy | GENERAL MTRS CO | $4,748,454 | +8.0% | 141,155 | +3.0% | 1.54% | -0.9% |
| JNJ | Sell | JOHNSON & JOHNSON | $4,707,281 | +3.6% | 26,648 | -4.2% | 1.53% | -4.9% |
| IP | Sell | INTERNATIONAL PAPER CO | $4,570,485 | -7.7% | 131,981 | -15.5% | 1.48% | -15.3% |
| WBA | Buy | WALGREENS BOOTS ALLIANCE INC | $4,566,139 | +21.6% | 122,220 | +2.2% | 1.48% | +11.5% |
| CMA | Buy | COMERICA INC | $4,429,982 | +2.0% | 66,268 | +8.5% | 1.44% | -6.4% |
| TSN | Buy | TYSON FOODS INCcl a | $4,303,031 | -5.1% | 69,125 | +0.5% | 1.40% | -12.9% |
| CSCO | Sell | CISCO SYS INC | $4,266,877 | +14.5% | 89,565 | -3.8% | 1.38% | +5.1% |
| FDX | Sell | FEDEX CORP | $4,181,914 | +13.1% | 24,145 | -3.0% | 1.36% | +3.8% |
| F | Buy | FORD MTR CO DEL | $4,106,553 | +5.0% | 353,100 | +1.2% | 1.33% | -3.7% |
| BP | Sell | BP PLCsponsored adr | $4,092,329 | +18.4% | 117,158 | -3.2% | 1.33% | +8.7% |
| ACI | Buy | ALBERTSONS COS INC | $4,075,203 | -12.4% | 196,490 | +5.0% | 1.32% | -19.7% |
| MAXN | Buy | MAXEON SOLAR TECHNOLOGIES LT | $3,442,060 | -31.2% | 214,325 | +1.9% | 1.12% | -36.8% |
| WRK | Sell | WESTROCK CO | $3,393,124 | -17.7% | 96,505 | -27.7% | 1.10% | -24.6% |
| NWL | Buy | NEWELL BRANDS INC | $3,148,193 | -4.0% | 240,688 | +1.9% | 1.02% | -11.9% |
| MSFT | Sell | MICROSOFT CORP | $3,056,080 | +2.8% | 12,743 | -0.2% | 0.99% | -5.7% |
| DFAT | Sell | DIMENSIONAL ETF TRUSTus targeted vlu | $2,801,535 | +11.7% | 63,744 | -1.0% | 0.91% | +2.4% |
| TGI | Buy | TRIUMPH GROUP INC NEW | $2,636,391 | +23.4% | 250,608 | +0.8% | 0.86% | +13.2% |
| IEFA | Sell | ISHARES TRcore msci eafe | $2,489,972 | +13.4% | 40,395 | -3.1% | 0.81% | +4.0% |
| VGT | Sell | VANGUARD WORLD FDSinf tech etf | $2,478,212 | +3.3% | 7,759 | -0.6% | 0.80% | -5.2% |
| VYM | Buy | VANGUARD WHITEHALL FDShigh div yld | $2,475,304 | +24.6% | 22,875 | +9.2% | 0.80% | +14.4% |
| IEMG | Sell | ISHARES INCcore msci emkt | $2,307,210 | +7.5% | 49,405 | -1.1% | 0.75% | -1.4% |
| XLV | Buy | SELECT SECTOR SPDR TRsbi healthcare | $1,583,808 | +19.2% | 11,659 | +6.3% | 0.51% | +9.4% |
| INTC | Sell | INTEL CORP | $1,365,863 | -47.8% | 51,679 | -49.1% | 0.44% | -52.1% |
| FIXD | Sell | FIRST TR EXCHNG TRADED FD VItcw opportunis | $1,358,475 | -2.4% | 30,931 | -3.2% | 0.44% | -10.6% |
| BDN | Sell | BRANDYWINE RLTY TRsh ben int new | $1,328,861 | -10.3% | 216,075 | -1.6% | 0.43% | -17.7% |
| ASB | Sell | ASSOCIATED BANC CORP | $1,284,959 | +12.9% | 55,650 | -1.8% | 0.42% | +3.7% |
| AGG | Sell | ISHARES TRcore us aggbd et | $1,217,691 | -5.8% | 12,555 | -6.5% | 0.40% | -13.6% |
| XLF | Buy | SELECT SECTOR SPDR TRfinancial | $1,108,721 | +13.3% | 32,419 | +0.6% | 0.36% | +3.8% |
| VIS | Buy | VANGUARD WORLD FDSindustrial etf | $1,058,039 | +16.9% | 5,793 | +0.9% | 0.34% | +7.2% |
| XLY | Buy | SELECT SECTOR SPDR TRsbi cons discr | $995,550 | -9.2% | 7,708 | +0.1% | 0.32% | -16.8% |
| BRX | Buy | BRIXMOR PPTY GROUP INC | $985,238 | +41.4% | 43,460 | +15.1% | 0.32% | +29.7% |
| FTGC | Buy | FIRST TR EXCHANGE TRAD FD VIfst tr glb fd | $978,469 | +2.6% | 39,954 | +6.1% | 0.32% | -5.9% |
| BRKB | Sell | BERKSHIRE HATHAWAY INC DELcl b new | $962,224 | +15.5% | 3,115 | -0.2% | 0.31% | +6.1% |
| MBB | Sell | ISHARES TRmbs etf | $947,268 | -11.3% | 10,213 | -12.4% | 0.31% | -18.6% |
| Sell | DIMENSIONAL ETF TRUSTus mktwide value | $935,532 | +13.1% | 27,943 | -0.0% | 0.30% | +3.8% | |
| FDL | Sell | FIRST TR MORNINGSTAR DIVID L | $832,900 | +13.0% | 22,782 | -0.7% | 0.27% | +3.8% |
| EFA | Buy | ISHARES TRmsci eafe etf | $773,261 | +17.3% | 11,780 | +0.1% | 0.25% | +7.7% |
| VDC | Buy | VANGUARD WORLD FDSconsum stp etf | $756,319 | +12.7% | 3,948 | +1.1% | 0.24% | +3.4% |
| XLE | Buy | SELECT SECTOR SPDR TRenergy | $712,331 | +109.5% | 8,144 | +72.5% | 0.23% | +92.5% |
| REGL | Sell | PROSHARES TRs&p mdcp 400 div | $656,322 | +9.6% | 9,173 | -1.4% | 0.21% | +0.5% |
| TSLA | Buy | TESLA INC | $642,507 | -53.5% | 5,216 | +0.1% | 0.21% | -57.4% |
| LQD | Sell | ISHARES TRiboxx inv cp etf | $630,837 | -2.3% | 5,983 | -5.1% | 0.20% | -10.1% |
| VFH | Sell | VANGUARD WORLD FDSfinancials etf | $622,245 | +9.4% | 7,521 | -1.7% | 0.20% | +0.5% |
| VTI | Sell | VANGUARD INDEX FDStotal stk mkt | $600,826 | -9.2% | 3,143 | -14.7% | 0.20% | -16.7% |
| FDN | Sell | FIRST TR EXCHANGE-TRADED FDdj internt idx | $595,553 | -7.8% | 4,836 | -5.5% | 0.19% | -15.4% |
| RDVY | Buy | FIRST TR EXCHANGE-TRADED FDrisng divd achiv | $592,144 | +16.8% | 13,482 | +3.5% | 0.19% | +7.3% |
| XLI | Sell | SELECT SECTOR SPDR TRsbi int-inds | $587,763 | +11.5% | 5,985 | -5.9% | 0.19% | +2.7% |
| MCD | Buy | MCDONALDS CORP | $583,101 | +14.8% | 2,213 | +0.5% | 0.19% | +5.0% |
| DFAC | New | DIMENSIONAL ETF TRUSTus core equity 2 | $516,094 | – | 21,256 | +100.0% | 0.17% | – |
| BSV | Sell | VANGUARD BD INDEX FDSshort trm bond | $503,957 | -3.6% | 6,694 | -4.2% | 0.16% | -11.9% |
| BIV | Sell | VANGUARD BD INDEX FDSintermed term | $480,056 | -21.7% | 6,459 | -22.6% | 0.16% | -28.1% |
| VAW | Buy | VANGUARD WORLD FDSmaterials etf | $462,085 | +15.8% | 2,715 | +1.0% | 0.15% | +6.4% |
| IBB | Sell | ISHARES TRishares biotech | $450,443 | +10.7% | 3,431 | -1.4% | 0.15% | +1.4% |
| IVW | Sell | ISHARES TRs&p 500 grwt etf | $450,421 | -7.5% | 7,699 | -8.6% | 0.15% | -15.1% |
| VTV | Buy | VANGUARD INDEX FDSvalue etf | $440,354 | +14.4% | 3,137 | +0.5% | 0.14% | +5.1% |
| XLRE | Buy | SELECT SECTOR SPDR TRrl est sel sec | $412,351 | +3.6% | 11,166 | +0.9% | 0.13% | -5.0% |
| VOO | Sell | VANGUARD INDEX FDS | $357,401 | -9.3% | 1,017 | -15.2% | 0.12% | -16.5% |
| SMDV | Sell | PROSHARES TRruss 2000 divd | $332,665 | +7.0% | 5,421 | -3.4% | 0.11% | -1.8% |
| XLP | Sell | SELECT SECTOR SPDR TRsbi cons stpls | $308,498 | -2.4% | 4,138 | -12.6% | 0.10% | -10.7% |
| IEI | Sell | ISHARES TR3 7 yr treas bd | $292,849 | -4.3% | 2,549 | -4.8% | 0.10% | -12.0% |
| SDVY | Sell | FIRST TR EXCHANGE-TRADED FDsmid risng etf | $290,910 | -1.4% | 11,167 | -12.5% | 0.09% | -9.6% |
| COF | Buy | CAPITAL ONE FINL CORP | $282,894 | +1.0% | 3,043 | +0.2% | 0.09% | -7.1% |
| VIG | Buy | VANGUARD SPECIALIZED FUNDSdiv app etf | $283,146 | +12.4% | 1,865 | +0.2% | 0.09% | +3.4% |
| XLC | Buy | SELECT SECTOR SPDR TR | $282,075 | +0.4% | 5,878 | +0.2% | 0.09% | -8.1% |
| DFAU | Buy | DIMENSIONAL ETF TRUSTus core eqt mkt | $261,222 | +7.9% | 9,668 | +0.4% | 0.08% | -1.2% |
| IUSB | Sell | ISHARES TRcore total usd | $251,907 | -11.6% | 5,607 | -12.3% | 0.08% | -18.8% |
| LOW | Sell | LOWES COS INC | $246,840 | -24.3% | 1,239 | -28.5% | 0.08% | -30.4% |
| VUG | Sell | VANGUARD INDEX FDSgrowth etf | $243,619 | -2.9% | 1,143 | -2.6% | 0.08% | -11.2% |
| GTO | Sell | INVESCO ACTIVELY MANAGED ETFtotal return | $234,568 | -6.2% | 5,048 | -7.9% | 0.08% | -13.6% |
| DUK | Sell | DUKE ENERGY CORP NEW | $231,542 | +2.0% | 2,248 | -7.8% | 0.08% | -6.2% |
| VIGI | Buy | VANGUARD WHITEHALL FDSintl dvd etf | $229,051 | +12.8% | 3,290 | +0.3% | 0.07% | +2.8% |
| NKE | New | NIKE INCcl b | $228,170 | – | 1,950 | +100.0% | 0.07% | – |
| TIP | Sell | ISHARES TRtips bd etf | $225,976 | -3.8% | 2,123 | -5.4% | 0.07% | -12.0% |
| GOOG | Sell | ALPHABET INCcap stk cl c | $223,600 | -40.4% | 2,520 | -35.4% | 0.07% | -45.9% |
| WST | Sell | WEST PHARMACEUTICAL SVSC INC | $221,700 | -4.4% | 942 | -0.2% | 0.07% | -12.2% |
| PEP | New | PEPSICO INC | $218,823 | – | 1,211 | +100.0% | 0.07% | – |
| AMZN | Sell | AMAZON COM INC | $219,324 | -28.8% | 2,611 | -4.4% | 0.07% | -34.9% |
| FXN | Sell | FIRST TR EXCHANGE TRADED FDenergy alphadx | $208,596 | +9.2% | 12,206 | -0.4% | 0.07% | +1.5% |
| TGT | Sell | TARGET CORP | $209,807 | -4.2% | 1,408 | -4.9% | 0.07% | -11.7% |
| UMAY | New | INNOVATOR ETFS TRus eqt ultra bf | $206,442 | – | 7,899 | +100.0% | 0.07% | – |
| QQEW | New | FIRST TR NAS100 EQ WEIGHTED | $201,841 | – | 2,273 | +100.0% | 0.06% | – |
| New | CAPITAL GROUP DIVIDEND VALUE | $200,230 | – | 8,488 | +100.0% | 0.06% | – | |
| Exit | AETHER CATALYST SOLUTIONS ORD | $0 | – | -60,000 | -100.0% | 0.00% | – | |
| LUKOY | Exit | PJSC Lukoil | $0 | – | -10,650 | -100.0% | 0.00% | – |
| BRAXF | Exit | BRAXIA SCIENTIFIC ORD | $0 | – | -18,560 | -100.0% | 0.00% | – |
| Exit | SBERBANK ADR OFAC ESCROWother assets | $0 | – | -41,000 | -100.0% | 0.00% | – | |
| GRSLF | Exit | GR SILVER MNG ORD | $0 | – | -20,000 | -100.0% | -0.00% | – |
| LKYSF | Exit | Numinus Wellness Inc | $0 | – | -25,000 | -100.0% | -0.00% | – |
| Exit | Nico Resources Limited Npv Isin #au0000189284 4 Sedol #bp9scd6 | $0 | – | -20,102 | -100.0% | -0.00% | – | |
| Exit | CHESSER RESOURCES ORD | $0 | – | -100,000 | -100.0% | -0.00% | – | |
| Exit | Meridian Mining UK Societas | $0 | – | -18,800 | -100.0% | -0.00% | – | |
| ULTHF | Exit | United Lithium Corp | $0 | – | -43,000 | -100.0% | -0.00% | – |
| Exit | VOLCANIC GOLD MINES ORD | $0 | – | -60,000 | -100.0% | -0.00% | – | |
| AAGFF | Exit | Aftermath Silver Ltd | $0 | – | -58,000 | -100.0% | -0.00% | – |
| Exit | Toro Energy Ltd | $0 | – | -900,000 | -100.0% | -0.00% | – | |
| Exit | Appia Rare Earths & Uranium Corp | $0 | – | -34,000 | -100.0% | -0.00% | – | |
| BLAGF | Exit | BLUE LAGOON RESOURCES ORD | $0 | – | -57,800 | -100.0% | -0.00% | – |
| EQTRF | Exit | Altamira Gold Corp | $0 | – | -85,000 | -100.0% | -0.00% | – |
| Exit | GOLDSHORE RESOURCES ORD | $0 | – | -73,000 | -100.0% | -0.00% | – | |
| Exit | Kootenay Silver Inc | $0 | – | -100,000 | -100.0% | -0.00% | – | |
| CGXEF | Exit | CGX Energy Inc | $0 | – | -15,000 | -100.0% | -0.00% | – |
| Exit | Grande Portage Resources Ltd | $0 | – | -50,000 | -100.0% | -0.00% | – | |
| Exit | Strikepoint Gold Inc | $0 | – | -158,999 | -100.0% | -0.00% | – | |
| HSTXF | Exit | Heliostar Metals Ltd | $0 | – | -55,000 | -100.0% | -0.00% | – |
| GASXF | Exit | NG Energy International Corp | $0 | – | -19,000 | -100.0% | -0.00% | – |
| GMTNF | Exit | GOLD MTN MNG ORD | $0 | – | -100,000 | -100.0% | -0.00% | – |
| Exit | Stelmine Canada Ltd | $0 | – | -100,000 | -100.0% | -0.00% | – | |
| SBLRF | Exit | Sable Resources Ltd | $0 | – | -190,000 | -100.0% | -0.01% | – |
| Exit | CMC Metals Ltd | $0 | – | -120,000 | -100.0% | -0.01% | – | |
| Exit | Southern Silver Exploration Corp | $0 | – | -130,000 | -100.0% | -0.01% | – | |
| DSVSF | Exit | Discovery Silver Corp | $0 | – | -26,690 | -100.0% | -0.01% | – |
| CVVUF | Exit | CanAlaska Uranium Ltd | $0 | – | -52,500 | -100.0% | -0.01% | – |
| BSENF | Exit | BASELODE ENERGY ORD | $0 | – | -33,000 | -100.0% | -0.01% | – |
| VIPRF | Exit | Silver Viper Minerals Corp | $0 | – | -123,000 | -100.0% | -0.01% | – |
| Exit | Cabral Gold Inc | $0 | – | -89,000 | -100.0% | -0.01% | – | |
| KUYAF | Exit | Kuya Silver Corp | $0 | – | -70,000 | -100.0% | -0.01% | – |
| GLGDF | Exit | GoGold Resources Inc | $0 | – | -20,000 | -100.0% | -0.01% | – |
| VEON | Exit | VEON Ltd | $0 | – | -80,000 | -100.0% | -0.01% | – |
| GTAGF | Exit | Golden Tag Resources Ltd | $0 | – | -245,542 | -100.0% | -0.01% | – |
| Exit | Polymetal International PLC | $0 | – | -12,500 | -100.0% | -0.01% | – | |
| MMRGF | Exit | Minaurum Gold Inc | $0 | – | -188,000 | -100.0% | -0.01% | – |
| Exit | BRUNSWICK EXPL ORD | $0 | – | -80,000 | -100.0% | -0.01% | – | |
| Exit | SILVER HAMMER MNG ORD | $0 | – | -135,000 | -100.0% | -0.01% | – | |
| CGLCF | Exit | Cassiar Gold Corp | $0 | – | -85,000 | -100.0% | -0.01% | – |
| Exit | Galantas Gold Corp | $0 | – | -107,500 | -100.0% | -0.01% | – | |
| Exit | Santacruz Silver Mining Ltd | $0 | – | -145,000 | -100.0% | -0.01% | – | |
| Exit | Guanajuato Silver Co Ltd | $0 | – | -133,350 | -100.0% | -0.01% | – | |
| PALAF | Exit | Paladin Energy Ltd | $0 | – | -82,000 | -100.0% | -0.01% | – |
| PLG | Exit | Platinum Group Metals Ltd | $0 | – | -24,533 | -100.0% | -0.01% | – |
| ESKYF | Exit | Eskay Mining Corp | $0 | – | -39,047 | -100.0% | -0.02% | – |
| FOSYF | Exit | Forsys Metals Corp | $0 | – | -125,000 | -100.0% | -0.02% | – |
| ISSFF | Exit | CopAur Minerals Inc | $0 | – | -156,800 | -100.0% | -0.02% | – |
| Exit | LOTUS RES ORD | $0 | – | -350,000 | -100.0% | -0.02% | – | |
| Exit | BANNERMAN ENERGY LTD | $0 | – | -48,147 | -100.0% | -0.02% | – | |
| ELRRF | Exit | Eloro Resources Ltd | $0 | – | -27,495 | -100.0% | -0.02% | – |
| DNN | Exit | Denison Mines Corp | $0 | – | -60,000 | -100.0% | -0.02% | – |
| EMOTF | Exit | EMERITA RESOURCES ORD | $0 | – | -126,600 | -100.0% | -0.03% | – |
| GLATF | Exit | GLOBAL ATOMIC ORD | $0 | – | -31,400 | -100.0% | -0.03% | – |
| GOTRF | Exit | Goliath Resources Ltd | $0 | – | -97,800 | -100.0% | -0.03% | – |
| PSLV | Exit | Sprott Physical Silver Trustclosed end funds | $0 | – | -14,000 | -100.0% | -0.03% | – |
| Exit | Grayscale Bitcoin Trust (BTC)exchange traded fund | $0 | – | -11,322 | -100.0% | -0.05% | – | |
| FPX | Exit | FIRST TR EXCHANGE TRADED FDus eqty oppt etf | $0 | – | -2,564 | -100.0% | -0.07% | – |
| ABBRF | Exit | Abrasilver Resource Corp | $0 | – | -762,043 | -100.0% | -0.08% | – |
| GLD | Exit | SPDR Gold Sharesexchange traded fund | $0 | – | -2,631 | -100.0% | -0.14% | – |
| TAPA | Exit | TRAVELERS COMPANIES INC | $0 | – | -33,528 | -100.0% | -1.82% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-01-30
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| CORNING INC | 16 | Q3 2023 | 2.3% |
| CVS HEALTH CORPORATION | 16 | Q3 2023 | 2.5% |
| United Parcel Service Inc Class B | 16 | Q3 2023 | 2.3% |
| BOEING COMPANY | 16 | Q3 2023 | 2.5% |
| BK OF AMERICA CORP | 16 | Q3 2023 | 2.2% |
| APPLE INC | 16 | Q3 2023 | 2.7% |
| MERCK& COMPANY INC | 16 | Q3 2023 | 2.1% |
| LYONDELLBASELL INDUSTRIES N | 16 | Q3 2023 | 2.1% |
| GENERAL MTRS CO | 16 | Q3 2023 | 2.2% |
| ENERGIZER HLDGS INC NEW | 16 | Q3 2023 | 2.1% |
View tru Independence LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-18 |
| 13F-HR | 2024-01-10 |
| 13F-HR | 2023-11-08 |
| 13F-HR | 2023-08-14 |
| 13F-HR | 2023-04-25 |
| 13F-HR | 2023-01-30 |
| 13F-HR | 2022-11-03 |
| 13F-HR | 2022-08-04 |
| 13F-HR | 2022-04-28 |
| 13F-HR | 2022-01-21 |
View tru Independence LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.