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
KMPR
Kemper Corp

Financial Services
476
+ 197.51%
$59.0 - $72.1 $28.1K - $34.3K
717 $47.6M
OKTA
Okta, Inc.

Technology
406
+ 237.43%
$71.81 - $86.11 $29.2K - $35K
577 $45.5M
POST
Post Holdings, Inc.

Consumer Defensive
284
+ 281.19%
$106.14 - $120.72 $30.1K - $34.3K
385 $44.1M
Atlassian Corporation
50
+ 21.55%
N/A
282 $68.6M
SLB
Schlumberger Limited

Energy
842
+ 584.72%
$36.83 - $45.59 $31K - $38.4K
986 $37.8M
RMD
Resmed Inc

Healthcare
140
+ 121.74%
$228.69 - $256.07 $32K - $35.8K
255 $58.2M
META
Meta Platforms, Inc.

Communication Services
49
+ 76.56%
$554.08 - $632.68 $27.1K - $31K
113 $66.3M
MEDP
Medpace Holdings, Inc.

Healthcare
89
+ 52.66%
$308.93 - $363.58 $27.5K - $32.4K
258 $85.7M
MSFT
Microsoft Corp

Technology
81
+ 14.78%
$406.35 - $454.46 $32.9K - $36.8K
629 $265M
Ge Vernova Inc
73
+ 117.74%
N/A
135 $44.4M
LYFT
Lyft, Inc.

Technology
2.12K
+ 98.42%
$12.36 - $18.59 $26.1K - $39.3K
4.26K $55M
CRI
Carters Inc

Consumer Cyclical
571
+ 173.03%
$50.33 - $67.47 $28.7K - $38.5K
901 $48.8M
CME
Cme Group Inc.

Financial Services
89
+ 15.37%
$221.17 - $246.02 $19.7K - $21.9K
668 $155M
HUBS
Hubspot Inc

Technology
10
+ 8.55%
$514.07 - $757.4 $5.14K - $7.57K
127 $88.5M
SSNC
Ss&C Technologies Holdings Inc

Technology
342
+ 163.64%
$69.93 - $77.36 $23.9K - $26.5K
551 $41.8M
FLS
Flowserve Corp

Industrials
394
+ 80.08%
$51.87 - $62.0 $20.4K - $24.4K
886 $51M
EFX
Equifax Inc

Industrials
96
+ 1920.0%
$245.03 - $293.5 $23.5K - $28.2K
101 $25.7M
PLTR
Palantir Technologies Inc.

Technology
114
+ 29.31%
$36.46 - $82.38 $4.16K - $9.39K
503 $38.1M
ZM
Zoom Video Communications, Inc.

Technology
112
+ 9.37%
$67.21 - $89.03 $7.53K - $9.97K
1.31K $107M
SAM
Boston Beer CO Inc

Consumer Defensive
71
+ 44.1%
$270.2 - $323.56 $19.2K - $23K
232 $69.6M
GM
General Motors CO

Consumer Cyclical
295
+ 35.2%
$44.82 - $60.2 $13.2K - $17.8K
1.13K $60.4M
NTRS
Northern Trust Corp

Financial Services
194
+ 83.98%
$88.4 - $111.16 $17.1K - $21.6K
425 $43.6M
THG
Hanover Insurance Group, Inc.

Financial Services
138
+ 81.66%
$144.81 - $165.01 $20K - $22.8K
307 $47.5M
KD
Kyndryl Holdings, Inc.

Technology
524
+ 150.57%
$22.43 - $35.79 $11.8K - $18.8K
872 $30.2M
DBX
Dropbox, Inc.

Technology
680
+ 191.01%
$25.05 - $30.8 $17K - $20.9K
1.04K $31.1M
VRSN
Verisign Inc

Technology
61
+ 11.91%
$176.68 - $206.96 $10.8K - $12.6K
573 $119M
DXCM
Dexcom Inc

Healthcare
273
+ 3033.33%
$65.68 - $81.01 $17.9K - $22.1K
282 $21.9M
Siriusxm Holdings Inc
934
+ 5837.5%
N/A
950 $21.7M
USFD
Us Foods Holding Corp.

Consumer Defensive
298
+ 153.61%
$60.65 - $72.33 $18.1K - $21.6K
492 $33.2M
VAC
Marriott Vacations Worldwide Corp

Consumer Cyclical
155
+ 35.23%
$72.67 - $99.25 $11.3K - $15.4K
595 $53.4M
CNA
Cna Financial Corp

Financial Services
439
+ 60.39%
$46.76 - $50.95 $20.5K - $22.4K
1.17K $56.4M
Healthcare Rlty Tr
1.23K
+ 1004.1%
N/A
1.35K $22.8M
DAL
Delta Air Lines, Inc.

Industrials
24
+ 1.22%
$47.46 - $65.77 $1.14K - $1.58K
1.99K $120M
JHG
Janus Henderson Group PLC

Financial Services
409
+ 66.94%
$37.65 - $45.66 $15.4K - $18.7K
1.02K $43.4M
CBRE
Cbre Group, Inc.

Real Estate
152
+ 894.12%
$119.22 - $140.71 $18.1K - $21.4K
169 $22.2M
MKTX
Marketaxess Holdings Inc

Financial Services
87
+ 2900.0%
$225.3 - $293.66 $19.6K - $25.5K
90 $20.3M
BJ
Bj'S Wholesale Club Holdings, Inc.

Consumer Defensive
215
+ 467.39%
$83.95 - $99.75 $18K - $21.4K
261 $23.3M
CFG
Citizens Financial Group Inc

Financial Services
275
+ 10.52%
$39.92 - $48.46 $11K - $13.3K
2.89K $126M
TSLA
Tesla, Inc.

Consumer Cyclical
31
+ 79.49%
$213.65 - $479.86 $6.62K - $14.9K
70 $28.2M
GOOG
Alphabet Inc.

Communication Services
65
+ 28.51%
$163.08 - $198.16 $10.6K - $12.9K
293 $55.8M
EMR
Emerson Electric CO

Industrials
12
+ 1.08%
$108.13 - $134.33 $1.3K - $1.61K
1.12K $139M
GTLB
Gitlab Inc.

Technology
216
+ 19.98%
$48.76 - $67.19 $10.5K - $14.5K
1.3K $73.1M
SKX
Skechers Usa Inc

Consumer Cyclical
250
+ 892.86%
$59.24 - $72.0 $14.8K - $18K
278 $18.7M
C
Citigroup Inc

Financial Services
119
+ 11.06%
$61.31 - $72.5 $7.3K - $8.63K
1.2K $84.1M
PINS
Pinterest, Inc.

Communication Services
738
+ 49.04%
$28.24 - $34.15 $20.8K - $25.2K
2.24K $65M
MMM
3 M CO

Industrials
141
+ 45.78%
$124.74 - $137.12 $17.6K - $19.3K
449 $58M
PYCR
Paycor Hcm, Inc.

Technology
696
+ 105.3%
$13.11 - $20.35 $9.12K - $14.2K
1.36K $25.2M
BAC
Bank Of America Corp

Financial Services
117
+ 4.74%
$39.22 - $47.77 $4.59K - $5.59K
2.58K $114M
ZBRA
Zebra Technologies Corp

Technology
40
+ 571.43%
$360.09 - $411.94 $14.4K - $16.5K
47 $18.2M
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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