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
COLB
Columbia Banking System, Inc.

Financial Services
864
+ 612.77%
$23.26 - $27.31 $20.1K - $23.6K
1.01K $25.9M
ANF
Abercrombie & Fitch CO

Consumer Cyclical
261
+ 2900.0%
$84.77 - $103.36 $22.1K - $27K
270 $23.1M
PODD
Insulet Corp

Healthcare
72
+ 288.0%
$277.3 - $352.82 $20K - $25.4K
97 $30M
AEM
Agnico Eagle Mines LTD

Basic Materials
122
+ 381.25%
$116.14 - $168.56 $14.2K - $20.6K
154 $26M
REYN
Reynolds Consumer Products Inc.

Consumer Cyclical
891
+ 1188.0%
$21.49 - $24.47 $19.1K - $21.8K
966 $23.6M
PANW
Palo Alto Networks Inc

Technology
110
+ 24.12%
$167.06 - $208.19 $18.4K - $22.9K
566 $115M
JBL
Jabil Inc

Technology
100
+ 250.0%
$202.08 - $234.45 $20.2K - $23.4K
140 $30.4M
KEYS
Keysight Technologies, Inc.

Technology
113
+ 68.48%
$158.51 - $178.15 $17.9K - $20.1K
278 $48.6M
DDOG
Datadog, Inc.

Technology
122
+ 23.37%
$124.52 - $155.15 $15.2K - $18.9K
644 $91.8M
ITT
Itt Inc.

Industrials
114
+ 219.23%
$155.93 - $182.88 $17.8K - $20.8K
166 $29.7M
PLW
Invesco 1 30 Laddered Treasury

ETFs
764
New
N/A
764 $21.2M
GNRC
Generac Holdings Inc.

Industrials
126
+ 12600.0%
$146.61 - $202.85 $18.5K - $25.6K
127 $21.3M
WPC
W. P. Carey Inc.

Real Estate
282
+ 74.41%
$61.29 - $68.7 $17.3K - $19.4K
661 $44.7M
TM
Toyota Motor Corp

Consumer Cyclical
110
New
$167.86 - $202.79 $18.5K - $22.3K
110 $21M
GS
Goldman Sachs Group Inc

Financial Services
24
+ 114.29%
$696.56 - $806.32 $16.7K - $19.4K
45 $36.1M
EFX
Equifax Inc

Industrials
81
+ 900.0%
$234.03 - $265.73 $19K - $21.5K
90 $23.1M
BSCT
Invesco Index Fd Tr Bulletshar

ETFs
1.1K
New
$18.61 - $18.94 $20.5K - $20.9K
1.1K $20.8M
HPQ
Hp Inc

Technology
748
+ 1968.42%
$24.45 - $29.35 $18.3K - $22K
786 $21.4M
Atlassian Corporation
210
+ 69.31%
N/A
513 $81.9M
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
172
+ 36.75%
$90.62 - $107.71 $15.6K - $18.5K
640 $63M
TXT
Textron Inc

Industrials
237
+ 388.52%
$77.02 - $87.21 $18.3K - $20.7K
298 $25.2M
SON
Sonoco Products CO

Consumer Cyclical
471
+ 172.53%
$42.77 - $48.68 $20.1K - $22.9K
744 $32.1M
EW
Edwards Lifesciences Corp

Healthcare
259
+ 251.46%
$73.75 - $81.83 $19.1K - $21.2K
362 $28.2M
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
973
New
$20.41 - $20.67 $19.9K - $20.1K
973 $20M
LFUS
Littelfuse Inc

Technology
76
+ 1085.71%
$228.23 - $271.17 $17.3K - $20.6K
83 $21.5M
GLD
Spdr Gold Trust

ETFs
56
New
$300.96 - $355.47 $16.9K - $19.9K
56 $19.9M
HWM
Howmet Aerospace Inc.

Industrials
45
+ 4.12%
$171.0 - $196.23 $7.7K - $8.83K
1.14K $223M
SNOW
Snowflake Inc.

Technology
81
+ 9.24%
$191.73 - $241.0 $15.5K - $19.5K
958 $216M
EXLS
Exl Service Holdings, Inc.

Technology
446
+ 14866.67%
$41.4 - $45.43 $18.5K - $20.3K
449 $19.8M
KMPR
Kemper Corp

Financial Services
384
+ 1536.0%
$48.42 - $64.74 $18.6K - $24.9K
409 $21.1M
MT
Arcelor Mittal

Basic Materials
532
+ 1612.12%
$30.39 - $36.94 $16.2K - $19.7K
565 $20.4M
WCC
Wesco International Inc

Industrials
85
+ 173.47%
$189.22 - $227.19 $16.1K - $19.3K
134 $28.4M
HEI
Heico Corp

Industrials
60
+ 285.71%
$304.5 - $337.56 $18.3K - $20.3K
81 $26.1M
STT
State Street Corp

Financial Services
158
+ 166.32%
$102.01 - $117.25 $16.1K - $18.5K
253 $29.4M
DCI
Donaldson CO Inc

Industrials
218
+ 203.74%
$69.82 - $82.14 $15.2K - $17.9K
325 $26.6M
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
971
New
$19.61 - $19.79 $19K - $19.2K
971 $19.1M
SLAB
Silicon Laboratories Inc.

Technology
148
+ 616.67%
$123.76 - $153.48 $18.3K - $22.7K
172 $22.6M
RRC
Range Resources Corp

Energy
541
+ 116.34%
$32.79 - $39.33 $17.7K - $21.3K
1.01K $37.9M
AER
Aer Cap Holdings N.V.

Industrials
156
New
$107.25 - $124.42 $16.7K - $19.4K
156 $18.9M
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
963
New
$19.49 - $19.61 $18.8K - $18.9K
963 $18.8M
MS
Morgan Stanley

Financial Services
98
+ 55.06%
$139.09 - $161.16 $13.6K - $15.8K
276 $43.9M
SPG
Simon Property Group Inc

Real Estate
96
+ 342.86%
$159.93 - $187.67 $15.4K - $18K
124 $23.2M
NGG
National Grid PLC

Utilities
259
+ 740.0%
$67.98 - $74.38 $17.6K - $19.3K
294 $21.4M
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
898
New
$20.66 - $20.74 $18.6K - $18.6K
898 $18.6M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
152
+ 127.73%
$89.32 - $107.82 $13.6K - $16.4K
271 $29.2M
DKS
Dick'S Sporting Goods, Inc.

Consumer Cyclical
82
+ 911.11%
$201.83 - $230.93 $16.6K - $18.9K
91 $20.2M
PII
Polaris Inc.

Consumer Cyclical
293
+ 375.64%
$44.87 - $59.95 $13.1K - $17.6K
371 $21.6M
LOPE
Grand Canyon Education, Inc.

Consumer Defensive
64
+ 46.04%
$167.19 - $219.52 $10.7K - $14K
203 $44.6M
Ge Healthcare Technologies I
241
+ 463.46%
N/A
293 $22M
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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