TruWealth Advisors LLC increased its holdings in Caterpillar Inc. (NYSE:CAT – Free Report) by 62.3% during the third quarter, HoldingsChannel reports. The institutional investor owned 44,173 shares of the industrial products company’s stock after acquiring an additional 16,959 shares during the quarter. TruWealth Advisors LLC’s holdings in Caterpillar were worth $21,077,000 at the end of […]

TruWealth Advisors LLC acquired a new stake in shares of Duke Energy Corporation (NYSE:DUK – Free Report) in the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm acquired 4,783 shares of the utilities provider’s stock, valued at approximately $592,000. Other large investors […]

Westwood Holdings Group Inc. raised its holdings in Caterpillar Inc. (NYSE:CAT – Free Report) by 16.4% during the 2nd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 6,807 shares of the industrial products company’s stock after acquiring an additional 960 shares during the […]

TruWealth Advisors LLC grew its holdings in Diamondback Energy, Inc. (NASDAQ:FANG – Free Report) by 3.3% during the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 162,406 shares of the oil and natural gas company’s stock after purchasing an additional 5,117 shares during […]

TruWealth Advisors LLC acquired a new position in shares of Lam Research Corporation (NASDAQ:LRCX – Free Report) during the 3rd quarter, according to its most recent 13F filing with the SEC. The firm acquired 117,446 shares of the semiconductor company’s stock, valued at approximately $15,726,000. Other hedge funds and other institutional investors have also made […]

TruWealth Advisors LLC lowered its position in VanEck Semiconductor ETF (NASDAQ:SMH – Free Report) by 87.4% during the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 13,557 shares of the company’s stock after selling 93,960 shares during the period. TruWealth Advisors […]

TruWealth Advisors LLC cut its stake in Invesco NASDAQ 100 ETF (NASDAQ:QQQM – Free Report) by 2.2% in the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 167,637 shares of the company’s stock after selling 3,786 shares during the period. Invesco NASDAQ 100 […]

TruWealth Advisors LLC increased its stake in Invesco BulletShares 2028 Corporate Bond ETF (NASDAQ:BSCS – Free Report) by 1.0% in the 3rd quarter, HoldingsChannel reports. The fund owned 4,385,103 shares of the company’s stock after acquiring an additional 44,094 shares during the period. Invesco BulletShares 2028 Corporate Bond ETF accounts for approximately 4.6% of TruWealth […]

TruWealth Advisors LLC boosted its stake in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 4.7% in the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 120,236 shares of the company’s stock after acquiring an additional 5,359 shares during the […]

TruWealth Advisors LLC grew its holdings in International Business Machines Corporation (NYSE:IBM – Free Report) by 4.3% during the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 108,751 shares of the technology company’s stock after purchasing an additional 4,527 shares during the period. […]

TruWealth Advisors LLC boosted its holdings in shares of Franklin Dynamic Municipal Bond ETF (NYSEARCA:FLMI – Free Report) by 97.3% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 434,571 shares of the company’s stock after purchasing an additional 214,306 shares […]

TruWealth Advisors LLC increased its position in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM – Free Report) by 84.5% during the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 67,286 shares of the semiconductor company’s stock after purchasing an additional 30,820 shares during […]

TruWealth Advisors LLC boosted its stake in shares of Invesco S&P International Developed Momentum ETF (NYSEARCA:IDMO – Free Report) by 690.2% in the 3rd quarter, according to its most recent disclosure with the SEC. The institutional investor owned 60,504 shares of the company’s stock after acquiring an additional 52,847 shares during the period. TruWealth Advisors […]