True Wealth Design, LLC Incresed Positions in Q3 2025

True Wealth Design, LLC

  • $327 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
CRH.L
Crh PLC

Basic Materials
717
+ 1138.1%
N/A
780 $93.5M
AMZN
Amazon Com Inc

Consumer Cyclical
397
+ 21.01%
$211.65 - $238.24 $84K - $94.6K
2.29K $502M
BMRN
Biomarin Pharmaceutical Inc

Healthcare
1.61K
+ 427.93%
$52.62 - $61.93 $84.7K - $99.6K
1.99K $108M
VEEV
Veeva Systems Inc

Healthcare
276
+ 62.3%
$269.2 - $297.91 $74.3K - $82.2K
719 $214M
PSX
Phillips 66

Energy
561
+ 91.07%
$118.37 - $139.46 $66.4K - $78.2K
1.18K $160M
EXR
Extra Space Storage Inc.

Real Estate
619
+ 612.87%
$134.36 - $152.88 $83.2K - $94.6K
720 $101M
FTI
Technip Fmc PLC

Energy
1.89K
+ 84.07%
$32.19 - $40.89 $60.8K - $77.3K
4.14K $163M
CB
Chubb LTD

Financial Services
306
+ 373.17%
$265.99 - $289.59 $81.4K - $88.6K
388 $110M
DG
Dollar General Corp

Consumer Defensive
836
+ 928.89%
$101.86 - $116.32 $85.2K - $97.2K
926 $95.7M
LMT
Lockheed Martin Corp

Industrials
123
+ 23.34%
$410.74 - $499.21 $50.5K - $61.4K
650 $325M
PNFP
Pinnacle Financial Partners Inc

Financial Services
930
+ 215.28%
$86.13 - $119.63 $80.1K - $111K
1.36K $128M
RE
Everest Re Group LTD

Financial Services
224
+ 1317.65%
N/A
241 $84.4M
TTC
Toro CO

Industrials
1.01K
+ 487.02%
$72.64 - $82.54 $73.6K - $83.6K
1.22K $93M
INCY
Incyte Corp

Healthcare
709
+ 65.17%
$67.27 - $86.96 $47.7K - $61.7K
1.8K $152M
HUM
Humana Inc

Healthcare
290
+ 247.86%
$220.41 - $312.0 $63.9K - $90.5K
407 $106M
MU
Micron Technology Inc

Technology
434
+ 504.65%
$104.88 - $168.89 $45.5K - $73.3K
520 $86.9M
CMI
Cummins Inc

Industrials
168
+ 311.11%
$327.85 - $426.39 $55.1K - $71.6K
222 $93.8M
MDB
Mongo Db, Inc.

Technology
176
+ 85.02%
$201.0 - $334.87 $35.4K - $58.9K
383 $119M
TJX
Tjx Companies Inc

Consumer Cyclical
481
+ 176.84%
$121.35 - $144.54 $58.4K - $69.5K
753 $109M
THC
Tenet Healthcare Corp

Healthcare
334
+ 129.96%
$148.38 - $203.04 $49.6K - $67.8K
591 $120M
BWA
Borgwarner Inc

Consumer Cyclical
1.59K
+ 353.78%
$34.53 - $44.44 $55K - $70.7K
2.04K $89.8M
GRMN
Garmin LTD

Technology
285
+ 413.04%
$211.13 - $246.22 $60.2K - $70.2K
354 $87.2M
MSCI
Msci Inc.

Financial Services
128
+ 1066.67%
$526.48 - $588.0 $67.4K - $75.3K
140 $79.4M
LYFT
Lyft, Inc.

Technology
1.68K
+ 30.38%
$13.41 - $22.93 $22.6K - $38.6K
7.22K $159M
ZM
Zoom Video Communications, Inc.

Technology
786
+ 52.54%
$69.77 - $86.83 $54.8K - $68.2K
2.28K $188M
DVN
Devon Energy Corp

Energy
1.65K
+ 39.33%
$31.75 - $36.99 $52.4K - $61K
5.84K $205M
QQQ
Invesco Qqq Trust, Series 1

ETFs
113
+ 154.79%
$546.99 - $602.2 $61.8K - $68K
186 $112M
ADT
Adt Inc.

Industrials
8.02K
+ 126.54%
$8.27 - $8.85 $66.3K - $71K
14.4K $125M
PNR
Pentair PLC

Industrials
627
+ 729.07%
$100.62 - $112.59 $63.1K - $70.6K
713 $79M
MLI
Mueller Industries Inc

Industrials
683
+ 5691.67%
$82.07 - $101.7 $56.1K - $69.5K
695 $70.3M
KMI
Kinder Morgan, Inc.

Energy
2.5K
+ 180.56%
$26.23 - $28.5 $65.5K - $71.2K
3.88K $110M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
954
+ 5.93%
$29.55 - $32.52 $28.2K - $31K
17K $547M
BK
Bank Of New York Mellon Corp

Financial Services
598
+ 442.96%
$90.65 - $109.75 $54.2K - $65.6K
733 $79.9M
CW
Curtiss Wright Corp

Industrials
108
+ 65.85%
$472.43 - $542.94 $51K - $58.6K
272 $148M
OTIS
Otis Worldwide Corp

Industrials
744
+ 701.89%
$84.93 - $101.07 $63.2K - $75.2K
850 $77.7M
JBHT
Hunt J B Transport Services Inc

Industrials
544
+ 80.47%
$130.65 - $154.66 $71.1K - $84.1K
1.22K $164M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
118
+ 1685.71%
$534.91 - $598.71 $63.1K - $70.6K
125 $70.3M
Ferguson Enterprises Inc
292
+ 224.62%
N/A
422 $94.7M
COF
Capital One Financial Corp

Financial Services
312
+ 48.37%
$207.29 - $229.74 $64.7K - $71.7K
957 $203M
LAMR
Lamar Advertising CO

Real Estate
534
+ 261.76%
$114.98 - $128.82 $61.4K - $68.8K
738 $90.3M
TOL
Toll Brothers, Inc.

Consumer Cyclical
318
+ 35.65%
$113.78 - $148.0 $36.2K - $47.1K
1.21K $167M
OVV
Ovintiv Inc.

Energy
1.62K
+ 6215.38%
$38.53 - $43.17 $62.3K - $69.8K
1.64K $66.3M
MTZ
Mastec Inc

Industrials
266
+ 143.78%
$168.23 - $212.81 $44.7K - $56.6K
451 $96M
ADI
Analog Devices Inc

Technology
260
+ 590.91%
$220.68 - $255.63 $57.4K - $66.5K
304 $74.8M
UNH
Unitedhealth Group Inc

Healthcare
150
+ 41.21%
$237.77 - $353.61 $35.7K - $53K
514 $178M
WELL
Welltower Inc.

Real Estate
357
+ 2231.25%
$150.71 - $178.14 $53.8K - $63.6K
373 $66.5M
JHG
Janus Henderson Group PLC

Financial Services
1.42K
+ 1019.42%
$39.46 - $45.37 $55.9K - $64.3K
1.56K $69.3M
ETSY
Etsy Inc

Consumer Cyclical
577
+ 36.7%
$51.36 - $74.34 $29.6K - $42.9K
2.15K $143M
PG
Procter & Gamble CO

Consumer Defensive
455
+ 40.73%
$150.47 - $161.22 $68.5K - $73.4K
1.57K $241M
Activity Summary
Buys All Purchases 1682 New Holdings 361 Increased Positions 1321 Sells All Sells 447 Reductions 447 Sold out 0 Options Calls 0 Puts 0
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