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
RGA
Reinsurance Group Of America Inc

Financial Services
278
+ 1323.81%
$168.32 - $209.71 $46.8K - $58.3K
299 $59.3M
MRK
Merck & Co., Inc.

Healthcare
708
+ 404.57%
$73.47 - $87.12 $52K - $61.7K
883 $69.9M
FR
First Industrial Realty Trust Inc

Real Estate
1.14K
+ 988.7%
$43.07 - $54.05 $49K - $61.5K
1.25K $60.3M
PSA
Public Storage

Real Estate
181
+ 952.63%
$266.31 - $309.77 $48.2K - $56.1K
200 $58.7M
LYFT
Lyft, Inc.

Technology
2.64K
+ 91.3%
$9.97 - $17.21 $26.4K - $45.5K
5.54K $87.3M
NDAQ
Nasdaq, Inc.

Financial Services
585
+ 5318.18%
$66.4 - $89.42 $38.8K - $52.3K
596 $53.3M
META
Meta Platforms, Inc.

Communication Services
22
+ 10.43%
$484.66 - $738.09 $10.7K - $16.2K
233 $172M
MAS
Masco Corp

Industrials
759
+ 716.04%
$58.73 - $71.06 $44.6K - $53.9K
865 $55.7M
ROKU
Roku, Inc

Communication Services
533
+ 859.68%
$55.1 - $87.89 $29.4K - $46.8K
595 $52.3M
ZS
Zscaler, Inc.

Technology
12
+ 3.16%
$174.67 - $315.32 $2.1K - $3.78K
392 $123M
CCK
Crown Holdings Inc

Consumer Cyclical
418
+ 171.31%
$78.47 - $104.45 $32.8K - $43.7K
662 $68.2M
MAT
Mattel Inc

Consumer Cyclical
2.29K
+ 409.12%
$14.55 - $20.12 $33.3K - $46K
2.85K $56.1M
PNFP
Pinnacle Financial Partners Inc

Financial Services
409
+ 1778.26%
$87.19 - $111.51 $35.7K - $45.6K
432 $47.7M
PLTR
Palantir Technologies Inc.

Technology
73
+ 11.66%
$74.01 - $144.25 $5.4K - $10.5K
699 $95.3M
BRKR
Bruker Corp

Healthcare
1K
+ 16716.67%
$35.5 - $42.18 $35.6K - $42.3K
1.01K $41.6M
FFIV
F5, Inc.

Technology
135
+ 270.0%
$239.25 - $295.9 $32.3K - $39.9K
185 $54.5M
FCX
Freeport Mcmoran Inc

Basic Materials
858
+ 132.41%
$29.15 - $44.46 $25K - $38.1K
1.51K $65.3M
MDB
Mongo Db, Inc.

Technology
191
+ 1193.75%
$145.85 - $225.38 $27.9K - $43K
207 $43.5M
NBIX
Neurocrine Biosciences Inc

Healthcare
316
+ 1215.38%
$87.54 - $128.18 $27.7K - $40.5K
342 $43M
TXG
10x Genomics, Inc.

Healthcare
3.37K
+ 1552.53%
$7.14 - $11.73 $24.1K - $39.5K
3.59K $41.5M
CTAS
Cintas Corp

Industrials
167
+ 211.39%
$190.11 - $227.66 $31.7K - $38K
246 $54.8M
PNC
Pnc Financial Services Group, Inc.

Financial Services
204
+ 1133.33%
$149.76 - $186.42 $30.6K - $38K
222 $41.4M
EXPE
Expedia Group, Inc.

Consumer Cyclical
225
+ 54.48%
$136.63 - $176.62 $30.7K - $39.7K
638 $108M
BBY
Best Buy CO Inc

Consumer Cyclical
566
+ 775.34%
$56.17 - $75.73 $31.8K - $42.9K
639 $42.9M
DIS
Walt Disney CO

Communication Services
94
+ 9.26%
$81.72 - $124.01 $7.68K - $11.7K
1.11K $138M
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
420
+ 875.0%
$90.21 - $112.66 $37.9K - $47.3K
468 $42.7M
TFX
Teleflex Inc

Healthcare
310
+ 10333.33%
$117.53 - $141.38 $36.4K - $43.8K
313 $37M
AVSU
American Centy ETF Tr Avantis

ETFs
374
+ 22.2%
$55.22 - $68.6 $20.7K - $25.7K
2.06K $141M
NFLX
Netflix Inc

Communication Services
11
+ 21.15%
$855.86 - $1339.13 $9.41K - $14.7K
63 $84.4M
KEX
Kirby Corp

Industrials
308
+ 466.67%
$87.32 - $114.99 $26.9K - $35.4K
374 $42.4M
Ge Vernova Inc
5
+ 3.42%
N/A
151 $79.9M
TNL
Travel & Leisure Co.

Consumer Cyclical
626
+ 119.92%
$38.78 - $51.89 $24.3K - $32.5K
1.15K $59.2M
THC
Tenet Healthcare Corp

Healthcare
181
+ 238.16%
$110.41 - $176.0 $20K - $31.9K
257 $45.2M
NXPI
Nxp Semiconductors N.V.

Technology
154
+ 375.61%
$153.5 - $218.72 $23.6K - $33.7K
195 $42.6M
PEGA
Pegasystems Inc

Technology
748
+ 196.84%
$49.95 - $103.29 $37.4K - $77.3K
1.13K $61.1M
EWBC
East West Bancorp Inc

Financial Services
310
+ 111.91%
$71.03 - $101.75 $22K - $31.5K
587 $59.3M
RL
Ralph Lauren Corp

Consumer Cyclical
33
+ 7.32%
$182.34 - $286.22 $6.02K - $9.45K
484 $133M
ES
Eversource Energy

Utilities
513
+ 540.0%
$54.25 - $65.89 $27.8K - $33.8K
608 $38.7M
DUOL
Duolingo, Inc.

Technology
49
+ 38.58%
$292.88 - $540.68 $14.4K - $26.5K
176 $72.2M
VRSN
Verisign Inc

Technology
23
+ 3.2%
$234.49 - $288.8 $5.39K - $6.64K
742 $214M
DLTR
Dollar Tree, Inc.

Consumer Defensive
298
+ 372.5%
$67.22 - $100.51 $20K - $30K
378 $37.4M
MKTX
Marketaxess Holdings Inc

Financial Services
139
+ 992.86%
$203.19 - $231.09 $28.2K - $32.1K
153 $34.2M
SYF
Synchrony Financial

Financial Services
463
+ 5787.5%
$43.81 - $66.74 $20.3K - $30.9K
471 $31.4M
NVT
N Vent Electric PLC

Industrials
409
+ 1202.94%
$45.2 - $73.35 $18.5K - $30K
443 $32.5M
ARW
Arrow Electronics Inc

Technology
231
+ 660.0%
$90.32 - $128.28 $20.9K - $29.6K
266 $33.9M
SAIC
Science Applications International Corp

Technology
265
+ 315.48%
$100.22 - $123.41 $26.6K - $32.7K
349 $39.3M
AOS
Smith A O Corp

Industrials
444
+ 44400.0%
$59.63 - $70.52 $26.5K - $31.3K
445 $29.2M
USFD
Us Foods Holding Corp.

Consumer Defensive
223
+ 21.71%
$60.47 - $79.12 $13.5K - $17.6K
1.25K $96.3M
ALGN
Align Technology Inc

Healthcare
153
+ 7650.0%
$144.32 - $190.42 $22.1K - $29.1K
155 $29.3M
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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