True Wealth Design, LLC Purchases in Q4 2024

True Wealth Design, LLC

  • $258 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
AMSC
American Superconductor Corp

Industrials
32
+ 25.2%
$21.33 - $36.81 $683 - $1.18K
159 $3.92M
AMD
Advanced Micro Devices Inc

Technology
19
+ 61.29%
$118.88 - $172.8 $2.26K - $3.28K
50 $6.01M
TTD
Trade Desk, Inc.

Technology
7
+ 77.78%
$108.7 - $139.51 $761 - $977
16 $1.9M
SHAK
Shake Shack Inc.

Consumer Cyclical
7
New
$101.73 - $138.76 $712 - $971
7 $909K
ADI
Analog Devices Inc

Technology
5
+ 41.67%
$206.35 - $236.48 $1.03K - $1.18K
17 $3.67M
FAST
Fastenal CO

Industrials
12
+ 46.15%
$69.99 - $84.35 $840 - $1.01K
38 $2.74M
PRU
Prudential Financial Inc

Financial Services
7
New
$114.59 - $129.52 $802 - $907
7 $869K
JAZZ
Jazz Pharmaceuticals PLC

Healthcare
7
New
$107.32 - $127.74 $751 - $894
7 $863K
MAX
Media Alpha, Inc.

Communication Services
76
New
$10.71 - $20.73 $814 - $1.58K
76 $859K
EPM
Evolution Petroleum Corp

Energy
163
New
$4.88 - $6.11 $795 - $996
163 $853K
AXSM
Axsome Therapeutics, Inc.

Healthcare
10
New
$83.08 - $100.49 $831 - $1K
10 $847K
MET
Metlife Inc

Financial Services
10
New
$78.15 - $88.25 $782 - $883
10 $841K
DC
Dakota Gold Corp.

Basic Materials
381
New
$2.08 - $2.51 $792 - $956
381 $839K
NTCT
Netscout Systems Inc

Technology
40
+ 12.31%
$20.09 - $23.1 $804 - $924
365 $7.91M
F
Ford Motor CO

Consumer Cyclical
97
+ 52.43%
$9.69 - $11.4 $940 - $1.11K
282 $2.79M
CTVA
Corteva, Inc.

Basic Materials
15
+ 57.69%
$55.21 - $64.13 $828 - $962
41 $2.36M
CMCL
Caledonia Mining Corp PLC

Basic Materials
88
New
$9.18 - $16.82 $808 - $1.48K
88 $829K
NVS
Novartis Ag

Healthcare
27
+ 26.47%
$96.78 - $117.18 $2.61K - $3.16K
129 $12.6M
SAP
Sap Se

Technology
2
+ 10.53%
$218.13 - $255.54 $436 - $511
21 $5.17M
FRPH
Frp Holdings, Inc.

Real Estate
26
New
$29.0 - $32.48 $754 - $844
26 $797K
CRAI
Cra International, Inc.

Industrials
1
+ 1.96%
$168.27 - $206.55 $168 - $207
52 $9.74M
ENB
Enbridge Inc

Energy
16
+ 25.4%
$40.4 - $43.92 $646 - $703
79 $3.35M
SHOP
Shopify Inc.

Technology
4
+ 28.57%
$78.14 - $119.49 $313 - $478
18 $1.91M
WELL
Welltower Inc.

Real Estate
6
New
$123.11 - $139.3 $739 - $836
6 $778K
DHIL
Diamond Hill Investment Group Inc

Financial Services
5
New
$150.15 - $171.89 $751 - $859
5 $776K
SUPN
Supernus Pharmaceuticals, Inc.

Healthcare
8
+ 8.25%
$31.89 - $37.83 $255 - $303
105 $3.8M
CRS
Carpenter Technology Corp

Industrials
4
+ 50.0%
$149.5 - $196.14 $598 - $785
12 $2.04M
ARGX
Argenx Se

Healthcare
1
+ 50.0%
$520.52 - $638.33 $521 - $638
3 $1.85M
WSBF
Waterstone Financial, Inc.

Financial Services
56
New
$13.28 - $16.53 $744 - $926
56 $753K
RGA
Reinsurance Group Of America Inc

Financial Services
4
+ 16.67%
$201.26 - $231.95 $805 - $928
28 $5.98M
O
Realty Income Corp

Real Estate
14
New
$51.76 - $64.71 $725 - $906
14 $749K
UWMC
Uwm Holdings Corp

Financial Services
143
+ 397.22%
$5.65 - $8.33 $808 - $1.19K
179 $1.05M
ASX
Ase Technology Holding Co., Ltd.

Technology
66
+ 26.72%
$9.49 - $10.74 $626 - $709
313 $3.15M
ALL
Allstate Corp

Financial Services
4
New
$181.25 - $208.2 $725 - $833
4 $714K
WMB
Williams Companies, Inc.

Energy
4
+ 7.02%
$46.37 - $59.74 $185 - $239
61 $3.3M
AON
Aon PLC

Financial Services
2
New
$344.14 - $393.31 $688 - $787
2 $697K
GIS
General Mills Inc

Consumer Defensive
15
+ 57.69%
$62.78 - $74.62 $942 - $1.12K
41 $2.62M
SU
Suncor Energy Inc

Energy
23
+ 22.55%
$34.5 - $41.53 $794 - $955
125 $4.46M
LUV
Southwest Airlines CO

Industrials
5
+ 3.82%
$28.99 - $34.84 $145 - $174
136 $4.57M
CVLT
Commvault Systems Inc

Technology
6
+ 8.22%
$132.26 - $177.6 $794 - $1.07K
79 $11.9M
OXY
Occidental Petroleum Corp

Energy
16
+ 34.04%
$45.36 - $55.91 $726 - $895
63 $3.11M
Celestica Inc
3
+ 30.0%
N/A
13 $1.2M
BROS
Dutch Bros Inc.

Consumer Cyclical
13
New
$30.72 - $55.82 $399 - $726
13 $681K
CPRX
Catalyst Pharmaceuticals, Inc.

Healthcare
22
+ 10.28%
$19.73 - $23.93 $434 - $526
236 $4.93M
LNG
Cheniere Energy, Inc.

Energy
1
+ 7.69%
$181.07 - $225.92 $181 - $226
14 $3.01M
DLR
Digital Realty Trust, Inc.

Real Estate
4
New
$156.46 - $195.69 $626 - $783
4 $669K
VRSK
Verisk Analytics, Inc.

Industrials
2
+ 25.0%
$262.86 - $294.75 $526 - $590
10 $2.81M
EQH
Equitable Holdings, Inc.

Financial Services
14
New
$41.59 - $50.4 $582 - $706
14 $661K
IDA
Idacorp Inc

Utilities
6
New
$100.11 - $118.96 $601 - $714
6 $656K
Activity Summary
Buys All Purchases 833 New Holdings 278 Increased Positions 555 Sells All Sells 322 Reductions 322 Sold out 0 Options Calls 0 Puts 0
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