True Wealth Design, LLC Incresed Positions in Q4 2024

True Wealth Design, LLC

  • $258 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
Ea Series Trust
43.5K
+ 8.35%
N/A
564K $62.3B
AVDE
American Centy ETF Tr Avantis

ETFs
13.5K
+ 25.36%
$60.9 - $66.69 $822K - $900K
66.7K $4.09B
AAPL
Apple Inc.

Technology
880
+ 14.13%
$221.69 - $259.02 $195K - $228K
7.11K $1.78B
INCY
Incyte Corp

Healthcare
1.76K
+ 17550.0%
$65.08 - $83.38 $114K - $146K
1.77K $122M
BRBR
Bellring Brands, Inc.

Consumer Defensive
1.39K
+ 918.54%
$60.38 - $78.79 $83.7K - $109K
1.54K $116M
HOOD
Robinhood Markets, Inc.

Technology
2.05K
+ 161.48%
$22.33 - $43.2 $45.7K - $88.4K
3.31K $123M
CNC
Centene Corp

Healthcare
1.75K
+ 198.86%
$56.71 - $73.94 $99.4K - $130K
2.63K $159M
MCK
Mckesson Corp

Healthcare
153
+ 900.0%
$482.27 - $628.5 $73.8K - $96.2K
170 $97.2M
GE
General Electric CO

Industrials
532
+ 475.0%
$159.95 - $194.23 $85.1K - $103K
644 $107M
CHD
Church & Dwight CO Inc

Consumer Defensive
786
+ 8733.33%
$99.11 - $112.25 $77.9K - $88.2K
795 $83.2M
NVDA
Nvidia Corp

Technology
262
+ 8.49%
$117.0 - $148.88 $30.7K - $39K
3.35K $450M
ADBE
Adobe Inc.

Technology
167
+ 287.93%
$437.39 - $552.96 $73K - $92.3K
225 $100M
SWK
Stanley Black & Decker, Inc.

Industrials
888
+ 1614.55%
$79.07 - $109.36 $70.2K - $97.1K
943 $75.7M
PM
Philip Morris International Inc.

Consumer Defensive
561
+ 304.89%
$118.38 - $133.06 $66.4K - $74.6K
745 $89.7M
GRMN
Garmin LTD

Technology
316
+ 3511.11%
$161.91 - $220.77 $51.2K - $69.8K
325 $67M
CCL
Carnival Corp

Consumer Cyclical
2.38K
+ 283.43%
$17.34 - $26.8 $41.2K - $63.7K
3.22K $80.2M
APPF
Appfolio Inc

Technology
216
+ 64.29%
$192.07 - $269.26 $41.5K - $58.2K
552 $136M
EXEL
Exelixis, Inc.

Healthcare
1.55K
+ 222.32%
$25.39 - $36.46 $39.5K - $56.7K
2.25K $75M
EXPE
Expedia Group, Inc.

Consumer Cyclical
294
+ 668.18%
$146.47 - $191.01 $43.1K - $56.2K
338 $63M
INTC
Intel Corp

Technology
2.77K
+ 3296.43%
$19.07 - $26.23 $52.8K - $72.6K
2.85K $57.2M
OVV
Ovintiv Inc.

Energy
1.3K
+ 197.71%
$37.74 - $46.71 $48.9K - $60.6K
1.95K $79.1M
ARE
Alexandria Real Estate Equities, Inc.

Real Estate
564
+ 663.53%
$97.29 - $122.68 $54.9K - $69.2K
649 $63.3M
WMT
Walmart Inc.

Consumer Defensive
495
+ 59.21%
$79.1 - $95.7 $39.2K - $47.4K
1.33K $120M
MRK
Merck & Co., Inc.

Healthcare
559
+ 186.96%
$96.31 - $114.76 $53.8K - $64.2K
858 $85.3M
AVGO
Broadcom Inc.

Technology
48
+ 7.23%
$159.67 - $250.0 $7.66K - $12K
712 $165M
SNOW
Snowflake Inc.

Technology
257
+ 125.37%
$109.65 - $186.51 $28.2K - $47.9K
462 $71.3M
ABNB
Airbnb, Inc.

Consumer Cyclical
341
+ 57.99%
$125.36 - $147.37 $42.7K - $50.3K
929 $122M
JNJ
Johnson & Johnson

Healthcare
424
+ 52.93%
$143.34 - $165.86 $60.8K - $70.3K
1.23K $177M
MPC
Marathon Petroleum Corp

Energy
366
+ 215.29%
$131.65 - $174.84 $48.2K - $64K
536 $74.7M
ORCL
Oracle Corp

Technology
293
+ 59.19%
$165.41 - $192.43 $48.5K - $56.4K
788 $131M
KMX
Carmax Inc

Consumer Cyclical
551
+ 123.82%
$71.11 - $87.2 $39.2K - $48K
996 $81.4M
AIG
American International Group, Inc.

Financial Services
640
+ 159.6%
$70.0 - $79.22 $44.8K - $50.7K
1.04K $75.8M
A
Agilent Technologies, Inc.

Healthcare
345
+ 3450.0%
$125.69 - $146.56 $43.4K - $50.6K
355 $47.7M
SON
Sonoco Products CO

Consumer Cyclical
950
+ 650.68%
$48.6 - $54.89 $46.2K - $52.1K
1.1K $53.5M
FTNT
Fortinet, Inc.

Technology
198
+ 12.58%
$76.49 - $99.21 $15.1K - $19.6K
1.77K $167M
JBL
Jabil Inc

Technology
307
+ 3411.11%
$118.97 - $147.77 $36.5K - $45.4K
316 $45.5M
ALLE
Allegion PLC

Industrials
353
+ 226.28%
$130.63 - $153.36 $46.1K - $54.1K
509 $66.5M
PYPL
Pay Pal Holdings, Inc.

Financial Services
451
+ 75.04%
$77.25 - $91.3 $34.8K - $41.2K
1.05K $89.8M
NTRA
Natera, Inc.

Healthcare
179
+ 39.6%
$117.67 - $174.0 $21.1K - $31.1K
631 $99.9M
ZS
Zscaler, Inc.

Technology
224
+ 120.43%
$166.99 - $211.99 $37.4K - $47.5K
410 $74M
CRH.L
Crh PLC

Basic Materials
447
+ 859.62%
N/A
499 $46.2M
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
149
+ 85.14%
$229.83 - $258.46 $34.2K - $38.5K
324 $80.1M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
83
+ 193.02%
$260.53 - $404.79 $21.6K - $33.6K
126 $48M
QDEL
Quidel Ortho Corp

Healthcare
806
+ 300.75%
$36.18 - $44.84 $29.2K - $36.1K
1.07K $47.8M
BAH
Booz Allen Hamilton Holding Corp

Industrials
278
+ 2316.67%
$128.36 - $186.0 $35.7K - $51.7K
290 $37.3M
XRAY
Dentsply Sirona Inc.

Healthcare
1.95K
+ 866.67%
$17.26 - $26.12 $33.7K - $50.9K
2.18K $41.3M
DINO
Hf Sinclair Corp

Energy
1.14K
+ 193.56%
$33.69 - $47.67 $38.5K - $54.4K
1.73K $60.7M
GOOGL
Alphabet Inc.

Communication Services
41
+ 3.65%
$161.86 - $196.66 $6.64K - $8.06K
1.17K $221M
PCG
Pg&E Corp

Utilities
1.69K
+ 1233.58%
$19.2 - $21.63 $32.4K - $36.6K
1.83K $36.9M
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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