True Wealth Design, LLC Purchases in Q3 2025

True Wealth Design, LLC

  • $327 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
A
Agilent Technologies, Inc.

Healthcare
165
+ 24.77%
$112.04 - $128.75 $18.5K - $21.2K
831 $107M
ITW
Illinois Tool Works Inc

Industrials
106
+ 341.94%
$252.31 - $269.41 $26.7K - $28.6K
137 $35.6M
FIVE
Five Below, Inc

Consumer Cyclical
113
+ 25.17%
$128.78 - $155.44 $14.6K - $17.6K
562 $86.9M
BMO
Bank Of Montreal

Financial Services
215
New
$110.44 - $130.66 $23.7K - $28.1K
215 $28M
EPAM
Epam Systems, Inc.

Technology
187
+ 1870.0%
N/A
197 $29.7M
SONY
Sony Group Corp

Technology
927
+ 210.68%
$23.92 - $30.07 $22.2K - $27.9K
1.37K $39.4M
MFG
Mizuho Financial Group Inc

Financial Services
4.13K
New
$5.42 - $6.85 $22.4K - $28.3K
4.13K $27.7M
CF
Cf Industries Holdings, Inc.

Basic Materials
309
+ 396.15%
$80.91 - $98.75 $25K - $30.5K
387 $34.7M
SAN
Banco Santander, S.A.

Financial Services
2.62K
New
$8.27 - $10.48 $21.7K - $27.5K
2.62K $27.5M
SAP
Sap Se

Technology
106
+ 424.0%
$252.42 - $311.93 $26.8K - $33.1K
131 $35M
Gsk PLC
605
+ 565.42%
N/A
712 $30.7M
TD
Toronto Dominion Bank

Financial Services
332
New
$72.55 - $79.95 $24.1K - $26.5K
332 $26.5M
SMFG
Sumitomo Mitsui Financial Group, Inc.

Financial Services
1.58K
New
$14.53 - $17.13 $23K - $27.1K
1.58K $26.5M
RHI
Robert Half International Inc.

Industrials
979
+ 101.66%
$33.49 - $43.03 $32.8K - $42.1K
1.94K $66M
MOS
Mosaic CO

Basic Materials
764
+ 1819.05%
$30.93 - $37.81 $23.6K - $28.9K
806 $28M
ROST
Ross Stores, Inc.

Consumer Cyclical
155
+ 151.96%
$127.59 - $152.81 $19.8K - $23.7K
257 $39.2M
T Rowe Price ETF Inc
684
New
N/A
684 $25.8M
CAG
Conagra Brands Inc.

Consumer Defensive
1.43K
+ 844.38%
$18.04 - $21.14 $25.7K - $30.2K
1.6K $29.2M
ENB
Enbridge Inc

Energy
500
+ 588.24%
$43.79 - $50.46 $21.9K - $25.2K
585 $29.5M
MLM
Martin Marietta Materials Inc

Basic Materials
1
+ 0.33%
$546.36 - $631.12 $546 - $631
308 $194M
PEN
Penumbra Inc

Healthcare
103
+ 68.67%
$227.15 - $287.09 $23.4K - $29.6K
253 $64.1M
LYG
Lloyds Banking Group PLC

Financial Services
5.57K
New
$4.03 - $4.63 $22.4K - $25.8K
5.57K $25.3M
PCTY
Paylocity Holding Corp

Technology
174
+ 155.36%
$159.27 - $190.36 $27.7K - $33.1K
286 $45.6M
CLX
Clorox CO

Consumer Defensive
204
+ 1020.0%
$117.67 - $131.43 $24K - $26.8K
224 $27.6M
PFE
Pfizer Inc

Healthcare
974
+ 302.48%
$23.29 - $25.88 $22.7K - $25.2K
1.3K $33M
HD
Home Depot, Inc.

Consumer Cyclical
42
+ 20.0%
$357.4 - $423.42 $15K - $17.8K
252 $102M
CHD
Church & Dwight CO Inc

Consumer Defensive
290
+ 935.48%
$85.84 - $99.09 $24.9K - $28.7K
321 $28.1M
USB
Us Bancorp \De\

Financial Services
505
+ 216.74%
$43.94 - $50.41 $22.2K - $25.5K
738 $35.7M
PYPL
Pay Pal Holdings, Inc.

Financial Services
388
+ 285.29%
$65.64 - $78.22 $25.5K - $30.3K
524 $35.1M
FR
First Industrial Realty Trust Inc

Real Estate
403
+ 32.19%
$47.58 - $52.64 $19.2K - $21.2K
1.66K $85.2M
DECK
Deckers Outdoor Corp

Consumer Cyclical
244
+ 2440.0%
$95.32 - $123.91 $23.3K - $30.2K
254 $25.7M
Ge Vernova Inc
19
+ 12.58%
N/A
170 $105M
ZS
Zscaler, Inc.

Technology
100
+ 25.51%
$267.68 - $316.5 $26.8K - $31.7K
492 $147M
W
Wayfair Inc.

Consumer Cyclical
233
+ 250.54%
$51.99 - $90.17 $12.1K - $21K
326 $29.1M
DFSI
Dimensional ETF Tr Dimen Intl
286
+ 3.49%
N/A
8.47K $347M
DB
Deutsche Bank Aktiengesellschaft

Financial Services
679
New
$28.71 - $37.46 $19.5K - $25.4K
679 $24M
OKTA
Okta, Inc.

Technology
326
+ 45.4%
$88.51 - $101.1 $28.9K - $33K
1.04K $95.7M
UBS
Ubs Group Ag

Financial Services
584
New
$33.77 - $42.38 $19.7K - $24.7K
584 $23.9M
FOXA
Fox Corp

Communication Services
350
+ 147.68%
$53.87 - $63.06 $18.9K - $22.1K
587 $37M
DGX
Quest Diagnostics Inc

Healthcare
122
+ 369.7%
N/A
155 $29.5M
CPT
Camden Property Trust

Real Estate
225
+ 234.38%
$104.05 - $115.69 $23.4K - $26K
321 $34.3M
ECL
Ecolab Inc.

Basic Materials
80
+ 22.86%
$259.39 - $285.47 $20.8K - $22.8K
430 $118M
MELI
Mercadolibre Inc

Consumer Cyclical
10
New
$2292.04 - $2514.05 $22.9K - $25.1K
10 $23.4M
MMM
3 M CO

Industrials
140
+ 26.12%
$144.41 - $160.2 $20.2K - $22.4K
676 $105M
CHDN
Churchill Downs Inc

Consumer Cyclical
239
+ 23900.0%
$95.3 - $113.75 $22.8K - $27.2K
240 $23.3M
VEA
Vanguard Ftse Developed Market

ETFs
182
+ 4.33%
$56.02 - $60.3 $10.2K - $11K
4.38K $263M
GL
Globe Life Inc.

Financial Services
105
+ 24.42%
$117.6 - $146.55 $12.3K - $15.4K
535 $76.4M
TTEK
Tetra Tech Inc

Industrials
704
+ 228.57%
$33.1 - $38.34 $23.3K - $27K
1.01K $33.8M
MCD
Mcdonalds Corp

Consumer Cyclical
43
+ 5.2%
$291.67 - $316.99 $12.5K - $13.6K
870 $264M
Activity Summary
Buys All Purchases 1682 New Holdings 361 Increased Positions 1321 Sells All Sells 447 Reductions 447 Sold out 0 Options Calls 0 Puts 0
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