True Wealth Design, LLC Incresed Positions in Q2 2025

True Wealth Design, LLC

  • $284 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
AVUS
American Centy ETF Tr Avantis

ETFs
21.6K
+ 89.95%
$81.38 - $100.82 $1.75M - $2.17M
45.5K $4.59B
AVES
American Centy ETF Tr Avantis

ETFs
16.1K
+ 566.08%
$42.02 - $53.63 $678K - $866K
19K $1.02B
AVDE
American Centy ETF Tr Avantis

ETFs
2.64K
+ 4.1%
$59.32 - $74.36 $156K - $196K
66.9K $4.95B
DFSU
Dimensional ETF Tr Dimen Us Su
5.95K
+ 85.37%
N/A
12.9K $507M
MSFT
Microsoft Corp

Technology
143
+ 14.8%
$354.56 - $497.45 $50.7K - $71.1K
1.11K $551M
DFSI
Dimensional ETF Tr Dimen Intl
4.34K
+ 112.68%
N/A
8.18K $323M
RBLX
Roblox Corp

Communication Services
19
+ 0.66%
$51.22 - $105.59 $973 - $2.01K
2.92K $307M
ILMN
Illumina, Inc.

Healthcare
1.38K
+ 1636.9%
$70.3 - $95.41 $96.7K - $131K
1.46K $139M
GE
General Electric CO

Industrials
352
+ 51.01%
$166.81 - $257.39 $58.7K - $90.6K
1.04K $268M
APH
Amphenol Corp

Technology
784
+ 51.41%
$59.09 - $98.75 $46.3K - $77.4K
2.31K $228M
FIX
Comfort Systems Usa Inc

Industrials
112
+ 41.03%
$296.51 - $536.21 $33.2K - $60.1K
385 $206M
SNOW
Snowflake Inc.

Technology
334
+ 61.51%
$130.53 - $223.77 $43.6K - $74.7K
877 $196M
KMX
Carmax Inc

Consumer Cyclical
1.68K
+ 2067.9%
$62.27 - $82.77 $104K - $139K
1.76K $118M
COF
Capital One Financial Corp

Financial Services
479
+ 288.55%
$150.57 - $212.76 $72.1K - $102K
645 $137M
MANH
Manhattan Associates Inc

Technology
534
+ 2053.85%
$143.9 - $197.47 $76.8K - $105K
560 $111M
ADSK
Autodesk, Inc.

Technology
286
+ 89.1%
N/A
607 $188M
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
217
+ 1205.56%
$328.01 - $475.68 $71.2K - $103K
235 $110M
ZBRA
Zebra Technologies Corp

Technology
333
+ 5550.0%
$213.54 - $309.26 $71.1K - $103K
339 $105M
TOL
Toll Brothers, Inc.

Consumer Cyclical
847
+ 1882.22%
$90.5 - $114.3 $76.7K - $96.8K
892 $102M
IVV
Ishares Core S&P 500 ETF

ETFs
50
+ 4.52%
$498.8 - $620.9 $24.9K - $31K
1.16K $717M
JBHT
Hunt J B Transport Services Inc

Industrials
650
+ 2500.0%
$124.73 - $152.78 $81.1K - $99.3K
676 $97.1M
NWSA
News Corp

Communication Services
3K
+ 661.15%
$23.97 - $29.72 $71.8K - $89K
3.45K $102M
ECL
Ecolab Inc.

Basic Materials
306
+ 695.45%
$225.65 - $270.95 $69K - $82.9K
350 $94.3M
MLM
Martin Marietta Materials Inc

Basic Materials
127
+ 70.56%
$452.51 - $568.19 $57.5K - $72.2K
307 $169M
DASH
Door Dash, Inc.

Communication Services
177
+ 29.55%
$163.16 - $246.51 $28.9K - $43.6K
776 $191M
CMCSA
Comcast Corp

Communication Services
2.27K
+ 275.91%
$32.84 - $36.72 $74.5K - $83.3K
3.09K $110M
VEEV
Veeva Systems Inc

Healthcare
230
+ 107.98%
$209.39 - $289.94 $48.2K - $66.7K
443 $128M
UAL
United Airlines Holdings, Inc.

Industrials
969
+ 1446.27%
$56.15 - $84.23 $54.4K - $81.6K
1.04K $82.5M
MNST
Monster Beverage Corp

Consumer Defensive
1.23K
+ 672.13%
$55.01 - $64.24 $67.7K - $79K
1.41K $88.5M
CW
Curtiss Wright Corp

Industrials
154
+ 1540.0%
$283.18 - $488.55 $43.6K - $75.2K
164 $80.1M
DD
Du Pont De Nemours, Inc.

Basic Materials
1.13K
+ 1009.82%
$55.13 - $75.25 $62.4K - $85.1K
1.24K $85.3M
A
Agilent Technologies, Inc.

Healthcare
647
+ 3405.26%
$99.29 - $120.52 $64.2K - $78K
666 $78.6M
C
Citigroup Inc

Financial Services
632
+ 40.59%
$58.13 - $85.12 $36.7K - $53.8K
2.19K $186M
LECO
Lincoln Electric Holdings Inc

Industrials
353
+ 619.3%
$167.18 - $211.38 $59K - $74.6K
410 $85M
ASH
Ashland Global Holdings Inc

Basic Materials
1.48K
+ 3997.3%
$46.53 - $57.87 $68.8K - $85.6K
1.52K $76.2M
SPGI
S&P Global Inc.

Financial Services
139
+ 1158.33%
$438.31 - $527.29 $60.9K - $73.3K
151 $79.7M
TXRH
Texas Roadhouse, Inc.

Consumer Cyclical
364
+ 165.45%
$153.22 - $199.8 $55.8K - $72.7K
584 $109M
DELL
Dell Technologies Inc.

Technology
572
+ 866.67%
$71.63 - $125.98 $41K - $72.1K
638 $78.2M
ORCL
Oracle Corp

Technology
46
+ 6.0%
$122.82 - $218.63 $5.65K - $10.1K
813 $178M
Te Connectivity PLC
406
+ 1068.42%
N/A
444 $75M
JCI
Johnson Controls International PLC

Industrials
348
+ 28.98%
$71.14 - $105.62 $24.8K - $36.8K
1.55K $164M
HWM
Howmet Aerospace Inc.

Industrials
38
+ 3.61%
$112.33 - $186.13 $4.27K - $7.07K
1.09K $203M
ZI
Zoom Info Technologies Inc.

Technology
6.37K
+ 1202.45%
$7.41 - $10.31 $47.2K - $65.7K
6.9K $69.9M
DDOG
Datadog, Inc.

Technology
455
+ 679.1%
$87.0 - $134.33 $39.6K - $61.1K
522 $70.2M
GOOGL
Alphabet Inc.

Communication Services
168
+ 11.57%
$144.7 - $178.6 $24.3K - $30K
1.62K $286M
TSLA
Tesla, Inc.

Consumer Cyclical
154
+ 80.63%
$221.86 - $362.89 $34.2K - $55.9K
345 $110M
FMC
Fmc Corp

Basic Materials
1.41K
+ 679.81%
$33.98 - $44.06 $48K - $62.3K
1.62K $67.7M
LNG
Cheniere Energy, Inc.

Energy
238
+ 793.33%
$197.25 - $244.33 $46.9K - $58.2K
268 $65.3M
FIVE
Five Below, Inc

Consumer Cyclical
427
+ 1940.91%
$55.75 - $131.18 $23.8K - $56K
449 $58.9M
Activity Summary
Buys All Purchases 1446 New Holdings 238 Increased Positions 1208 Sells All Sells 780 Reductions 778 Sold out 2 Options Calls 0 Puts 0
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