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
PAAS
Pan American Silver Corp

Basic Materials
7
+ 35.0%
$19.94 - $25.85 $140 - $181
27 $546K
SNAP
Snap Inc

Communication Services
11
+ 35.48%
$9.98 - $12.86 $110 - $141
42 $453K
ATR
Aptargroup, Inc.

Healthcare
1
+ 8.33%
$156.73 - $176.15 $157 - $176
13 $2.04M
Thomson Reuters Corp
1
+ 25.0%
N/A
5 $802K
PR
Permian Resources Corporation

Energy
7
+ 31.82%
$13.41 - $16.21 $93.9 - $113
29 $418K
SYY
Sysco Corp

Consumer Defensive
2
+ 8.7%
$73.63 - $81.77 $147 - $164
25 $1.91M
OC
Owens Corning

Industrials
1
+ 11.11%
$169.41 - $210.81 $169 - $211
10 $1.7M
SQM
Chemical & Mining CO Of Chile Inc

Basic Materials
4
+ 66.67%
$36.36 - $43.93 $145 - $176
10 $364K
WCN
Waste Connections, Inc.

Industrials
1
+ 11.11%
$171.06 - $193.25 $171 - $193
10 $1.72M
XYL
Xylem Inc.

Industrials
2
+ 28.57%
$116.02 - $137.45 $232 - $275
9 $1.05M
STLD
Steel Dynamics Inc

Basic Materials
2
+ 18.18%
N/A
13 $1.48M
SCI
Service Corp International

Consumer Cyclical
1
+ 5.88%
$73.36 - $88.6 $73.4 - $88.6
18 $1.44M
URI
United Rentals, Inc.

Industrials
1
+ 16.67%
$704.44 - $880.32 $704 - $880
7 $4.95M
CVE
Cenovus Energy Inc.

Energy
15
+ 17.86%
$14.35 - $18.36 $215 - $275
99 $1.5M
HMY
Harmony Gold Mining CO LTD

Basic Materials
40
+ 33.33%
$8.14 - $12.23 $326 - $489
160 $1.31M
GIL
Gildan Activewear Inc.

Consumer Cyclical
2
+ 15.38%
$46.28 - $50.23 $92.6 - $100
15 $706K
Bw Lpg LTD
10
+ 142.86%
N/A
17 $194K
TRP
Tc Energy Corp

Energy
3
+ 6.38%
$44.03 - $50.23 $132 - $151
50 $2.33M
NOK
Nokia Corp

Technology
19
+ 21.84%
$4.13 - $4.95 $78.5 - $94.1
106 $470K
ERJ
Embraer S.A.

Industrials
2
+ 25.0%
$32.46 - $40.0 $64.9 - $80
10 $367K
TXN
Texas Instruments Inc

Technology
7
+ 9.72%
N/A
79 $14.9M
RTO
Rentokil Initial PLC

Industrials
3
+ 30.0%
$22.92 - $26.98 $68.8 - $80.9
13 $330K
WEC
Wec Energy Group, Inc.

Utilities
1
+ 11.11%
$92.94 - $101.82 $92.9 - $102
10 $941K
ROKU
Roku, Inc

Communication Services
1
+ 100.0%
$64.08 - $84.12 $64.1 - $84.1
2 $149K
CMS
Cms Energy Corp

Utilities
2
+ 13.33%
$65.76 - $71.94 $132 - $144
17 $1.13M
KGC
Kinross Gold Corp

Basic Materials
9
+ 6.29%
$9.03 - $10.75 $81.3 - $96.8
152 $1.41M
STN
Stantec Inc

Industrials
1
+ 16.67%
$78.45 - $87.5 $78.5 - $87.5
7 $550K
RELX
Relx PLC

Communication Services
2
+ 13.33%
$44.45 - $48.63 $88.9 - $97.3
17 $773K
WPM
Wheaton Precious Metals Corp.

Basic Materials
2
+ 18.18%
$56.08 - $68.53 $112 - $137
13 $732K
WMG
Warner Music Group Corp.

Communication Services
2
+ 28.57%
$30.73 - $33.67 $61.5 - $67.3
9 $279K
ELP
Energy CO Of Parana

Utilities
13
+ 108.33%
$5.76 - $7.41 $74.9 - $96.3
25 $149K
GGG
Graco Inc

Industrials
1
+ 11.11%
$81.45 - $92.29 $81.5 - $92.3
10 $843K
CARR
Carrier Global Corp

Industrials
7
+ 21.21%
$66.69 - $82.65 $467 - $579
40 $2.71M
Kiniksa Pharmaceuticals Intl
46
+ 27.71%
N/A
212 $4.19M
TKC
Turkcell Iletisim Hizmetleri A S

Communication Services
13
+ 11.71%
$6.08 - $6.83 $79 - $88.8
124 $808K
Bunge Global Sa
3
+ 30.0%
N/A
13 $1.01M
FTS
Fortis Inc.

Utilities
3
+ 14.29%
$41.04 - $45.81 $123 - $137
24 $998K
AKAM
Akamai Technologies Inc

Technology
1
+ 10.0%
N/A
11 $1.05M
CHRW
C. H. Robinson Worldwide, Inc.

Industrials
1
+ 11.11%
$101.82 - $114.06 $102 - $114
10 $1.03M
OTEX
Open Text Corp

Technology
3
+ 30.0%
$27.37 - $34.05 $82.1 - $102
13 $369K
LNT
Alliant Energy Corp

Utilities
1
+ 6.25%
$56.24 - $63.63 $56.2 - $63.6
17 $1.01M
PECO
Phillips Edison & Company, Inc.

Real Estate
4
+ 0.73%
$35.96 - $39.8 $144 - $159
555 $20.8M
SBSW
Sibanye Stillwater LTD

Basic Materials
41
+ 30.37%
$3.24 - $5.22 $133 - $214
176 $581K
EDIT
Editas Medicine, Inc.

Healthcare
223
+ 185.83%
$1.2 - $3.76 $268 - $838
343 $436K
IFF
International Flavors & Fragrances Inc

Basic Materials
2
+ 28.57%
$83.96 - $106.19 $168 - $212
9 $761K
STE
Steris PLC

Healthcare
1
+ 20.0%
$204.34 - $235.7 $204 - $236
6 $1.23M
LPL
Lg Display Co., Ltd.

Technology
57
+ 35.85%
$3.07 - $4.02 $175 - $229
216 $664K
TECH
Bio Techne Corp

Healthcare
1
+ 14.29%
$66.37 - $78.17 $66.4 - $78.2
8 $577K
Cadeler A S
1
+ 100.0%
N/A
2 $45K
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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