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  Name: TRU INDEPENDENCE ASSET MANAGEMENT 2 LLC
  City: PORTLAND
  State: OR
  Zip: 97224
   
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Portfolio Summary View Filing
  Filing Report Date : 2023-03-31
  Total Value : $99,498,000
  Total Value Change : $5,382,000
  Securities Held Change : 5
   
All Securities Held : 73
  New Positions : 24
  Closed Positions : 22
  Increased Positions : 20
  Unchanged Positions : 10
  Decreased Positions : 19

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 20     View All Holdings Currently Viewing:  Increased Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (MSFT)1 Year Chart         MSFT Microsoft Corp 1 - $432.53 $7,855,000 27,245 7.89% 5,056,000 15,227 0    Application Software
   (AMZN)1 Year Chart         AMZN Amazon.com Inc 3 - $192.73 $5,056,000 48,945 5.08% 2,996,000 30,709 0    Internet Software & S...
   (TMO)1 Year Chart         TMO Thermo Fisher Scientific 5 - $550.62 $3,302,000 5,729 3.32% 2,498,000 4,145 0.001    Medical Laboratories ...
   (GOOG)1 Year Chart         GOOG Alphabet Inc 6 - $176.14 $3,264,000 31,385 3.28% 3,030,000 28,955 0.001    Search Engines & Info...
   (ISRG)1 Year Chart         ISRG Intuitive Surgical Inc 10 - $372.63 $2,770,000 10,843 2.78% 2,566,000 9,756 0.003    Medical Appliances & ...
   (GOOGL)1 Year Chart         GOOGL Alphabet Inc 25 - $174.46 $1,412,000 13,615 1.42% 332,000 2,325 0    Search Engines & Info...
   (QQQ)1 Year Chart         QQQ Invesco QQQ Trust Series I 29 - $496.38 $953,000 2,969 0.96% 205,000 170 0.001    Closed - End Fund - Debt
   (META)1 Year Chart         META Meta Platforms Inc 32 - $591.80 $694,000 3,276 0.7% 320,000 516 0    Internet Service Prov...
   (CMF)1 Year Chart         CMF iShares S&P CA AMT-Free Mun... 33 - $57.15 $691,000 12,026 0.69% 298,000 4,774 0.047    N/A
   (DIS)1 Year Chart         DIS Walt Disney Co 34 - $95.08 $627,000 6,265 0.63% 64,000 294 0    Entertainment - Diver...
   (XOM)1 Year Chart         XOM Exxon Mobil Corp 36 - $116.69 $576,000 5,253 0.58% 133,000 182 0    Integrated Oil & Gas
   (ORCL)1 Year Chart         ORCL Oracle Corp 46 - $174.56 $412,000 4,438 0.41% 143,000 35 0    Application Software
   (TLT)1 Year Chart         TLT iShares Tr Lehman 20+yr Tres 50 - $92.30 $377,000 3,540 0.38% 20,000 53 0    Closed - End Fund - E...
   (AGG)1 Year Chart         AGG iShares Barclays Agency Bond 51 - $98.44 $333,000 3,343 0.33% 69,000 607 0    Closed - End Fund - E...
   (SLQD)1 Year Chart         SLQD iShares 0-5 Year Investment... 52 - $49.94 $331,000 6,827 0.33% 94,000 1,827 0.017    N/A
   (ZM)1 Year Chart         ZM Zoom Video Communications, ... 53 - $74.78 $319,000 4,323 0.32% 24,000 318 0.002    N/A
   (IEUR)1 Year Chart         IEUR iShares Core MSCI Europe 55 - $57.84 $316,000 6,032 0.32% 316,000 6,032 0.008    N/A
   (VZ)1 Year Chart         VZ Verizon Communications Inc 58 - $41.28 $269,000 6,925 0.27% 269,000 6,925 0    Telecom Services - Do...
   (NEE)1 Year Chart         NEE NextEra Energy 63 - $79.09 $243,000 3,147 0.24% 19,000 297 0    Electric Utilities
   (IEMG)1 Year Chart         IEMG Ishares Core Msci Emerging ... 64 - $55.87 $227,000 4,662 0.23% 227,000 4,662 0    N/A

      20 Records Found
  1    
Page 1 of 1
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