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
GE
General Electric CO

Industrials
24
+ 27.27%
$156.66 - $189.66 $3.76K - $4.55K
112 $21.1M
JNPR
Juniper Networks Inc

Technology
181
+ 2585.71%
$36.35 - $39.03 $6.58K - $7.06K
188 $7.33M
ENTG
Entegris Inc

Technology
63
+ 1050.0%
$98.09 - $146.48 $6.18K - $9.23K
69 $7.77M
CRWD
Crowd Strike Holdings, Inc.

Technology
24
+ 800.0%
$217.89 - $392.15 $5.23K - $9.41K
27 $7.57M
CHE
Chemed Corp

Healthcare
10
+ 1000.0%
$527.82 - $600.97 $5.28K - $6.01K
11 $6.61M
SNX
Td Synnex Corp

Technology
47
+ 940.0%
$109.37 - $122.34 $5.14K - $5.75K
52 $6.25M
MCK
Mckesson Corp

Healthcare
12
+ 240.0%
$479.06 - $630.38 $5.75K - $7.56K
17 $8.41M
NVT
N Vent Electric PLC

Industrials
78
+ 1950.0%
$60.72 - $81.19 $4.74K - $6.33K
82 $5.76M
PLD
Prologis, Inc.

Real Estate
21
+ 10.5%
$111.95 - $132.43 $2.35K - $2.78K
221 $27.9M
EXPE
Expedia Group, Inc.

Consumer Cyclical
35
+ 388.89%
$112.12 - $149.09 $3.92K - $5.22K
44 $6.51M
APH
Amphenol Corp

Technology
81
+ 202.5%
$58.39 - $70.41 $4.73K - $5.7K
121 $7.89M
EL
Estee Lauder Companies Inc

Consumer Defensive
79
+ 17.36%
$84.18 - $106.5 $6.65K - $8.41K
534 $53.2M
TPL
Texas Pacific Land Corp

Energy
5
+ 250.0%
$724.86 - $952.13 $3.62K - $4.76K
7 $6.19M
HUM
Humana Inc

Healthcare
15
+ 750.0%
$310.25 - $404.52 $4.65K - $6.07K
17 $5.39M
BURL
Burlington Stores, Inc.

Consumer Cyclical
17
+ 283.33%
$233.02 - $278.99 $3.96K - $4.74K
23 $6.06M
NKE
Nike, Inc.

Consumer Cyclical
7
+ 2.34%
$71.09 - $89.44 $498 - $626
306 $27.1M
PSTG
Pure Storage, Inc.

Technology
91
+ 910.0%
$45.73 - $67.71 $4.16K - $6.16K
101 $5.08M
AMAT
Applied Materials Inc

Technology
26
+ 104.0%
$174.88 - $254.97 $4.55K - $6.63K
51 $10.3M
NWSA
News Corp

Communication Services
159
+ 636.0%
$25.41 - $28.44 $4.04K - $4.52K
184 $4.9M
AGR
Avangrid, Inc.

Utilities
116
+ 11600.0%
$35.27 - $36.04 $4.09K - $4.18K
117 $4.19M
PM
Philip Morris International Inc.

Consumer Defensive
2
+ 1.1%
$101.25 - $127.45 $203 - $255
184 $22.4M
MOS
Mosaic CO

Basic Materials
146
+ 768.42%
$24.54 - $30.61 $3.58K - $4.47K
165 $4.42M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
3
+ 0.57%
$77.02 - $85.06 $231 - $255
527 $44.5M
SPOT
Spotify Technology S.A.

Communication Services
9
+ 225.0%
$290.16 - $384.01 $2.61K - $3.46K
13 $4.79M
BJ
Bj'S Wholesale Club Holdings, Inc.

Consumer Defensive
43
+ 1433.33%
$76.83 - $91.38 $3.3K - $3.93K
46 $3.8M
LECO
Lincoln Electric Holdings Inc

Industrials
17
+ 340.0%
$173.3 - $211.48 $2.95K - $3.6K
22 $4.23M
LII
Lennox International Inc

Industrials
5
+ 166.67%
$523.72 - $620.83 $2.62K - $3.1K
8 $4.84M
KMI
Kinder Morgan, Inc.

Energy
26
+ 2.18%
$19.72 - $22.22 $513 - $578
1.22K $27M
STX
Seagate Technology Holdings PLC

Technology
28
+ 215.38%
$92.1 - $110.76 $2.58K - $3.1K
41 $4.49M
FDX
Fedex Corp

Industrials
12
+ 109.09%
$254.64 - $313.52 $3.06K - $3.76K
23 $6.3M
NVS
Novartis Ag

Healthcare
19
+ 22.89%
$106.13 - $120.89 $2.02K - $2.3K
102 $11.7M
NXPI
Nxp Semiconductors N.V.

Technology
12
+ 150.0%
$225.14 - $290.78 $2.7K - $3.49K
20 $4.8M
APTV
Aptiv PLC

Consumer Cyclical
28
+ 466.67%
$65.39 - $74.24 $1.83K - $2.08K
34 $2.45M
CSCO
Cisco Systems, Inc.

Technology
21
+ 17.95%
$44.74 - $53.22 $940 - $1.12K
138 $7.35M
TDG
Trans Digm Group Inc

Industrials
1
+ 50.0%
$1202.03 - $1427.41 $1.2K - $1.43K
3 $4.28M
APP
App Lovin Corp

Technology
8
+ 66.67%
$67.14 - $130.65 $537 - $1.05K
20 $2.61M
PCG
Pg&E Corp

Utilities
74
+ 117.46%
$17.08 - $20.6 $1.26K - $1.52K
137 $2.71M
CIO
City Office Reit, Inc.

Real Estate
28
+ 1.78%
$4.89 - $6.3 $137 - $176
1.61K $9.37M
SJM
J M Smucker CO

Consumer Defensive
1
+ 0.88%
$109.12 - $122.4 $109 - $122
114 $13.8M
DHI
Horton D R Inc

Consumer Cyclical
3
+ 23.08%
$135.21 - $197.06 $406 - $591
16 $3.05M
ATR
Aptargroup, Inc.

Healthcare
7
+ 140.0%
$138.54 - $160.11 $970 - $1.12K
12 $1.92M
UAL
United Airlines Holdings, Inc.

Industrials
17
+ 62.96%
$37.88 - $58.85 $644 - $1K
44 $2.51M
YUM
Yum Brands Inc

Consumer Cyclical
2
+ 1.87%
$125.95 - $139.96 $252 - $280
109 $15.2M
CBRE
Cbre Group, Inc.

Real Estate
4
+ 30.77%
$85.97 - $124.48 $344 - $498
17 $2.12M
CHT
Chunghwa Telecom CO LTD

Communication Services
21
+ 67.74%
$36.12 - $40.59 $759 - $852
52 $2.06M
SBUX
Starbucks Corp

Consumer Cyclical
5
+ 26.32%
$72.51 - $98.6 $363 - $493
24 $2.34M
CARR
Carrier Global Corp

Industrials
4
+ 13.79%
$61.9 - $80.88 $248 - $324
33 $2.66M
TMUS
T Mobile Us, Inc.

Communication Services
1
+ 5.0%
$175.14 - $206.36 $175 - $206
21 $4.33M
APD
Air Products & Chemicals, Inc.

Basic Materials
2
+ 40.0%
$247.34 - $300.11 $495 - $600
7 $2.09M
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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