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
CPB
Campbell Soup CO

Consumer Defensive
4
+ 18.18%
$41.42 - $48.71 $166 - $195
26 $1.09M
NGG
National Grid PLC

Utilities
5
+ 17.86%
$57.68 - $70.03 $288 - $350
33 $1.96M
MT
Arcelor Mittal

Basic Materials
4
+ 14.29%
$22.93 - $26.51 $91.7 - $106
32 $741K
UCTT
Ultra Clean Holdings, Inc.

Technology
1
+ 12.5%
$33.45 - $40.93 $33.5 - $40.9
9 $324K
PHI
Pldt Inc.

Communication Services
4
+ 22.22%
$21.06 - $27.58 $84.2 - $110
22 $488K
UHALB
Amerco Com Ser N
2
+ 12.5%
N/A
18 $1.15M
BCE
Bce Inc

Communication Services
2
+ 50.0%
$22.53 - $34.84 $45.1 - $69.7
6 $140K
PEG
Public Service Enterprise Group Inc

Utilities
1
+ 5.56%
$81.87 - $94.51 $81.9 - $94.5
19 $1.61M
BSY
Bentley Systems Inc

Technology
1
+ 7.69%
$46.59 - $51.09 $46.6 - $51.1
14 $654K
AVY
Avery Dennison Corp

Industrials
1
+ 16.67%
$186.26 - $220.48 $186 - $220
7 $1.31M
IPG
Interpublic Group Of Companies, Inc.

Communication Services
3
+ 9.68%
$27.09 - $32.06 $81.3 - $96.2
34 $953K
IR
Ingersoll Rand Inc.

Industrials
1
+ 6.25%
$90.46 - $105.35 $90.5 - $105
17 $1.54M
ALC
Alcon Inc

Healthcare
3
+ 15.79%
$83.87 - $99.15 $252 - $297
22 $1.87M
KEP
Korea Electric Power Corp

Utilities
6
+ 6.38%
$6.81 - $9.0 $40.9 - $54
100 $688K
FND
Floor & Decor Holdings, Inc.

Consumer Cyclical
1
+ 16.67%
$97.45 - $121.28 $97.5 - $121
7 $698K
ON
On Semiconductor Corp

Technology
2
+ 9.09%
$63.05 - $74.7 $126 - $149
24 $1.54M
IMO
Imperial Oil LTD

Energy
1
+ 7.14%
$61.13 - $79.21 $61.1 - $79.2
15 $924K
BASE
Couchbase, Inc.

Technology
1
+ 0.63%
$14.37 - $21.12 $14.4 - $21.1
160 $2.5M
CAG
Conagra Brands Inc.

Consumer Defensive
2
+ 7.14%
$26.48 - $32.72 $53 - $65.4
30 $833K
FSLR
First Solar, Inc.

Technology
2
+ 40.0%
$175.88 - $240.66 $352 - $481
7 $1.17M
Anglogold Ashanti PLC
3
+ 6.67%
N/A
48 $1.11M
BAX
Baxter International Inc

Healthcare
1
+ 6.67%
$28.63 - $37.84 $28.6 - $37.8
16 $467K
Canadian Pacific Kansas City
2
+ 10.0%
N/A
22 $1.59M
OMC
Omnicom Group Inc.

Communication Services
2
+ 11.76%
$85.82 - $105.47 $172 - $211
19 $1.64M
DHI
Horton D R Inc

Consumer Cyclical
5
+ 31.25%
$137.24 - $194.56 $686 - $973
21 $2.89M
JHX
James Hardie Industries PLC

Basic Materials
3
+ 10.34%
$30.81 - $38.63 $92.4 - $116
32 $986K
TSCO
Tractor Supply CO

Consumer Cyclical
28
+ 400.0%
$52.59 - $303.74 $1.47K - $8.5K
35 $1.86M
TECK
Teck Resources LTD

Basic Materials
3
+ 11.11%
$39.99 - $52.38 $120 - $157
30 $1.22M
PHG
Koninklijke Philips Nv

Healthcare
4
+ 9.3%
$24.71 - $32.66 $98.8 - $131
47 $1.19M
GOLD
Barrick Gold Corp

Basic Materials
5
+ 7.46%
$15.23 - $21.19 $76.2 - $106
72 $1.12M
PBR
Petrobras Petroleo Brasileiro Sa

Energy
1
+ 0.61%
$12.61 - $15.33 $12.6 - $15.3
164 $2.11M
AZN
Astrazeneca PLC

Healthcare
14
+ 13.46%
$63.2 - $79.58 $885 - $1.11K
118 $7.73M
PG
Procter & Gamble CO

Consumer Defensive
30
+ 3.13%
$161.05 - $179.7 $4.83K - $5.39K
988 $166M
AHH
Armada Hoffler Properties, Inc.

Real Estate
18
+ 1.81%
$10.06 - $11.26 $181 - $203
1.01K $10.4M
IRDM
Iridium Communications Inc.

Communication Services
17
+ 2.68%
$27.32 - $33.54 $464 - $570
652 $18.9M
RTX
Raytheon Technologies Corp

Industrials
14
+ 3.62%
$114.45 - $127.21 $1.6K - $1.78K
401 $46.4M
KO
Coca Cola CO

Consumer Defensive
46
+ 12.92%
$61.74 - $71.71 $2.84K - $3.3K
402 $25M
BHP
Bhp Group LTD

Basic Materials
23
+ 13.29%
$48.78 - $62.43 $1.12K - $1.44K
196 $9.57M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
1.06K
+ 200.76%
$26.93 - $84.95 $28.5K - $89.9K
1.59K $43.3M
CDNA
Care Dx, Inc.

Healthcare
79
+ 26.25%
$20.4 - $32.2 $1.61K - $2.54K
380 $8.14M
LLY
Eli Lilly & CO

Healthcare
15
+ 12.93%
$727.2 - $932.06 $10.9K - $14K
131 $101M
ABBV
Abb Vie Inc.

Healthcare
18
+ 6.79%
$164.99 - $203.87 $2.97K - $3.67K
283 $50.3M
FE
Firstenergy Corp

Utilities
4
+ 0.61%
$39.14 - $44.52 $157 - $178
658 $26.2M
CEG
Constellation Energy Corp

Utilities
4
+ 3.88%
$224.28 - $285.52 $897 - $1.14K
107 $23.8M
NVO
Novo Nordisk A S

Healthcare
2
+ 1.35%
$85.0 - $120.04 $170 - $240
150 $12.9M
UHS
Universal Health Services Inc

Healthcare
18
+ 10.53%
$175.8 - $236.9 $3.16K - $4.26K
189 $33.9M
NEE
Nextera Energy Inc

Utilities
25
+ 4.54%
$69.77 - $85.43 $1.74K - $2.14K
576 $41.3M
MU
Micron Technology Inc

Technology
10
+ 3.1%
$84.16 - $113.41 $842 - $1.13K
333 $28M
AVES
American Centy ETF Tr Avantis

ETFs
205
+ 7.75%
$46.2 - $53.09 $9.47K - $10.9K
2.85K $132M
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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