True Wealth Design, LLC Incresed Positions in Q3 2024

True Wealth Design, LLC

  • $256 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
OVV
Ovintiv Inc.

Energy
636
+ 3180.0%
$37.0 - $48.89 $23.5K - $31.1K
656 $25.1M
MO
Altria Group, Inc.

Consumer Defensive
462
+ 420.0%
$45.95 - $54.71 $21.2K - $25.3K
572 $29.2M
MPC
Marathon Petroleum Corp

Energy
148
+ 672.73%
$158.61 - $180.75 $23.5K - $26.8K
170 $27.7M
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
219
+ 3128.57%
$104.47 - $116.17 $22.9K - $25.4K
226 $24.4M
MRVL
Marvell Technology, Inc.

Technology
326
+ 1481.82%
$56.15 - $76.24 $18.3K - $24.9K
348 $25.1M
AXP
American Express CO

Financial Services
83
+ 332.0%
$225.92 - $271.17 $18.8K - $22.5K
108 $29.4M
UPS
United Parcel Service Inc

Industrials
171
+ 397.67%
$123.32 - $147.38 $21.1K - $25.2K
214 $29.2M
SNOW
Snowflake Inc.

Technology
201
+ 5025.0%
$108.56 - $143.02 $21.8K - $28.7K
205 $23.5M
VLO
Valero Energy Corp

Energy
183
+ 196.77%
$132.81 - $163.48 $24.3K - $29.9K
276 $37.3M
NSC
Norfolk Southern Corp

Industrials
88
+ 1257.14%
$213.75 - $259.69 $18.8K - $22.9K
95 $23.6M
IRM
Iron Mountain Inc

Real Estate
5
+ 0.7%
$89.69 - $119.32 $448 - $597
719 $85.4M
EVRG
Evergy, Inc.

Utilities
342
+ 3800.0%
$52.46 - $62.01 $17.9K - $21.2K
351 $21.8M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
20
+ 9.35%
$405.19 - $478.57 $8.1K - $9.57K
234 $108M
ZTS
Zoetis Inc.

Healthcare
103
+ 686.67%
$172.58 - $196.48 $17.8K - $20.2K
118 $23.1M
DGX
Quest Diagnostics Inc

Healthcare
124
+ 1771.43%
$137.09 - $137.09 $17K - $17K
131 $20.3M
TER
Teradyne, Inc

Technology
145
+ 1611.11%
$114.25 - $163.0 $16.6K - $23.6K
154 $20.6M
DASH
Door Dash, Inc.

Communication Services
130
+ 1857.14%
$100.28 - $143.99 $13K - $18.7K
137 $19.6M
EPAM
Epam Systems, Inc.

Technology
89
+ 2966.67%
$185.58 - $185.58 $16.5K - $16.5K
92 $18.3M
NET
Cloudflare, Inc.

Technology
218
+ 7266.67%
$74.4 - $86.96 $16.2K - $19K
221 $17.9M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
297
+ 2475.0%
$49.83 - $62.75 $14.8K - $18.6K
309 $17.8M
ADBE
Adobe Inc.

Technology
34
+ 141.67%
$508.13 - $586.55 $17.3K - $19.9K
58 $30M
Cooper Cos Inc
141
+ 1566.67%
N/A
150 $16.6M
PKG
Packaging Corp Of America

Consumer Cyclical
68
+ 755.56%
$176.32 - $215.7 $12K - $14.7K
77 $16.6M
PK
Park Hotels & Resorts Inc.

Real Estate
1.08K
+ 179.2%
$13.63 - $15.7 $14.7K - $16.9K
1.68K $23.7M
Ge Vernova Inc
55
+ 785.71%
N/A
62 $15.8M
SSNC
Ss&C Technologies Holdings Inc

Technology
193
+ 1206.25%
$61.42 - $76.46 $11.9K - $14.8K
209 $15.5M
TGT
Target Corp

Consumer Defensive
90
+ 450.0%
$133.47 - $159.25 $12K - $14.3K
110 $17.1M
SQ
Block, Inc.

Technology
194
+ 64.67%
$57.21 - $72.07 $11.1K - $14K
494 $33.2M
PLTR
Palantir Technologies Inc.

Technology
361
+ 1289.29%
$24.09 - $37.95 $8.7K - $13.7K
389 $14.5M
TTC
Toro CO

Industrials
157
+ 3140.0%
$81.82 - $99.44 $12.8K - $15.6K
162 $14.1M
RSG
Republic Services, Inc.

Industrials
67
+ 744.44%
$189.34 - $208.21 $12.7K - $14K
76 $15.3M
CLX
Clorox CO

Consumer Defensive
82
+ 1640.0%
$131.73 - $166.97 $10.8K - $13.7K
87 $14.2M
DT
Dynatrace, Inc.

Technology
241
+ 2190.91%
$40.49 - $53.47 $9.76K - $12.9K
252 $13.5M
CCL
Carnival Corp

Consumer Cyclical
693
+ 474.66%
$14.01 - $19.18 $9.71K - $13.3K
839 $15.5M
MAS
Masco Corp

Industrials
147
+ 1130.77%
$64.7 - $83.94 $9.51K - $12.3K
160 $13.4M
KHC
Kraft Heinz CO

Consumer Defensive
347
+ 937.84%
$31.86 - $36.13 $11.1K - $12.5K
384 $13.5M
OKTA
Okta, Inc.

Technology
163
+ 2037.5%
$71.0 - $100.39 $11.6K - $16.4K
171 $12.7M
USFD
Us Foods Holding Corp.

Consumer Defensive
178
+ 1112.5%
$50.06 - $62.82 $8.91K - $11.2K
194 $11.9M
PCAR
Paccar Inc

Industrials
111
+ 693.75%
$91.64 - $109.98 $10.2K - $12.2K
127 $12.5M
MANH
Manhattan Associates Inc

Technology
38
+ 1266.67%
$218.59 - $286.0 $8.31K - $10.9K
41 $11.5M
PG
Procter & Gamble CO

Consumer Defensive
14
+ 1.48%
$160.76 - $177.82 $2.25K - $2.49K
958 $166M
NFLX
Netflix Inc

Communication Services
14
+ 200.0%
$598.55 - $722.26 $8.38K - $10.1K
21 $14.9M
BLDR
Builders First Source, Inc.

Industrials
47
+ 427.27%
$132.6 - $201.83 $6.23K - $9.49K
58 $11.2M
PPG
Ppg Industries Inc

Basic Materials
66
+ 59.46%
$118.32 - $134.55 $7.81K - $8.88K
177 $23.5M
MPWR
Monolithic Power Systems Inc

Technology
10
+ 500.0%
$757.04 - $947.16 $7.57K - $9.47K
12 $11.1M
NWL
Newell Brands Inc.

Consumer Defensive
1.22K
+ 6105.0%
$5.73 - $8.91 $7K - $10.9K
1.24K $9.53M
ADM
Archer Daniels Midland CO

Consumer Defensive
157
+ 7850.0%
$57.96 - $65.72 $9.1K - $10.3K
159 $9.5M
DOW
Dow Inc.

Basic Materials
149
+ 413.89%
$50.15 - $55.41 $7.47K - $8.26K
185 $10.1M
NEE
Nextera Energy Inc

Utilities
3
+ 0.55%
$69.9 - $84.97 $210 - $255
551 $46.6M
Activity Summary
Buys All Purchases 845 New Holdings 550 Increased Positions 295 Sells All Sells 240 Reductions 240 Sold out 0 Options Calls 0 Puts 0
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