tru Independence LLC
Top Portfolio Positions
41 positions ·
$28,351,374 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
35,352 | $8,971,984 | 31.65% |
| MSFT |
Microsoft Corp
Technology
|
7,376 | $2,730,373 | 9.63% |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
4,200 | $1,235,472 | 4.36% |
| MCD |
Mcdonalds Corp
Consumer Cyclical
|
3,490 | $1,084,657 | 3.83% |
| NVDA |
Nvidia Corp
Technology
|
5,803 | $1,012,043 | 3.57% |
| BAC |
Bank Of America Corp /De/
Financial Services
|
19,175 | $934,781 | 3.30% |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
4,466 | $930,133 | 3.28% |
| GOOGL |
Alphabet Inc.
Communication Services
|
2,267 | $651,898 | 2.30% |
| META |
Meta Platforms, Inc.
Communication Services
|
1,096 | $627,054 | 2.21% |
| COF |
Capital One Financial Corp
Financial Services
|
3,187 | $581,404 | 2.05% |
Portfolio Trend
Holdings in BITW
Shares Held
Position Value (USD)
3 of 3 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $217,236 | 4,870 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $222,347 | 3,784 | Shares | Sole | 2026-01-22 | |
| 2020-12-31 | $24,156 | 400 | Shares | Sole | 2021-03-09 | |
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