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
DRI
Darden Restaurants Inc

Consumer Cyclical
1
+ 16.67%
$138.06 - $172.74 $138 - $173
7 $1.15M
ERIC
Ericsson Lm Telephone CO

Technology
24
+ 60.0%
$6.19 - $7.77 $149 - $186
64 $486K
WEC
Wec Energy Group, Inc.

Utilities
1
+ 12.5%
$77.68 - $96.19 $77.7 - $96.2
9 $866K
SBSW
Sibanye Stillwater LTD

Basic Materials
62
+ 84.93%
$3.18 - $4.96 $197 - $308
135 $555K
MKC
Mccormick & CO Inc

Consumer Defensive
2
+ 33.33%
$69.44 - $84.76 $139 - $170
8 $659K
Liberty Media Corp Del
2
+ 16.67%
N/A
14 $1.09M
NI
Nisource Inc.

Utilities
3
+ 15.0%
$28.54 - $34.64 $85.6 - $104
23 $797K
TTD
Trade Desk, Inc.

Technology
1
+ 12.5%
$83.08 - $110.79 $83.1 - $111
9 $987K
HMY
Harmony Gold Mining CO LTD

Basic Materials
9
+ 8.11%
$8.48 - $11.22 $76.3 - $101
120 $1.22M
TECH
Bio Techne Corp

Healthcare
2
+ 40.0%
$70.96 - $82.35 $142 - $165
7 $560K
Tko Group Holdings Inc
1
+ 33.33%
N/A
4 $495K
AES
Aes Corp

Utilities
5
+ 20.0%
$16.18 - $20.07 $80.9 - $100
30 $602K
GPC
Genuine Parts CO

Consumer Cyclical
1
+ 12.5%
$131.04 - $147.11 $131 - $147
9 $1.26M
NOK
Nokia Corp

Technology
26
+ 42.62%
$3.62 - $4.48 $94.1 - $116
87 $381K
MNST
Monster Beverage Corp

Consumer Defensive
2
+ 11.11%
$45.01 - $52.47 $90 - $105
20 $1.04M
FNV
Franco Nevada Corp

Basic Materials
1
+ 33.33%
$116.95 - $131.12 $117 - $131
4 $497K
WSM
Williams Sonoma Inc

Consumer Cyclical
5
+ 100.0%
$128.47 - $280.94 $642 - $1.4K
10 $1.55M
IPG
Interpublic Group Of Companies, Inc.

Communication Services
2
+ 6.9%
$28.08 - $32.61 $56.2 - $65.2
31 $981K
FTV
Fortive Corp

Technology
1
+ 8.33%
$67.01 - $79.2 $67 - $79.2
13 $1.03M
WTRG
Essential Utilities, Inc.

Utilities
3
+ 25.0%
$36.74 - $41.49 $110 - $124
15 $579K
DSGX
Descartes Systems Group Inc

Technology
1
+ 33.33%
$93.79 - $104.9 $93.8 - $105
4 $412K
EQT
Eqt Corp

Energy
3
+ 21.43%
$30.21 - $37.21 $90.6 - $112
17 $623K
GFL
Gfl Environmental Inc.

Industrials
2
+ 25.0%
$37.64 - $43.49 $75.3 - $87
10 $399K
ENIC
Enel Chile S.A.

Utilities
30
+ 100.0%
$2.54 - $2.95 $76.2 - $88.5
60 $168K
SID
National Steel CO

Basic Materials
29
+ 40.85%
$1.99 - $2.47 $57.7 - $71.6
100 $239K
CLDT
Chatham Lodging Trust

Real Estate
7
+ 0.77%
$7.72 - $9.14 $54 - $64
914 $7.79M
Celestica Inc
2
+ 25.0%
N/A
10 $512K
EW
Edwards Lifesciences Corp

Healthcare
5
+ 45.45%
$59.7 - $93.78 $299 - $469
16 $1.06M
ELP
Energy CO Of Parana

Utilities
4
+ 50.0%
$6.66 - $7.91 $26.6 - $31.6
12 $90K
WMG
Warner Music Group Corp.

Communication Services
1
+ 16.67%
$27.51 - $32.17 $27.5 - $32.2
7 $220K
NTR
Nutrien Ltd.

Basic Materials
2
+ 8.7%
$45.26 - $52.2 $90.5 - $104
25 $1.2M
ACI
Albertsons Companies, Inc.

Consumer Defensive
4
+ 11.11%
$17.94 - $20.93 $71.8 - $83.7
40 $740K
SRPT
Sarepta Therapeutics, Inc.

Healthcare
1
+ 33.33%
$124.33 - $156.75 $124 - $157
4 $500K
CX
Cemex Sab De Cv

Basic Materials
2
+ 2.06%
$5.6 - $6.88 $11.2 - $13.8
99 $604K
AHH
Armada Hoffler Properties, Inc.

Real Estate
18
+ 1.84%
$10.8 - $12.31 $194 - $222
994 $10.8M
DG
Dollar General Corp

Consumer Defensive
2
+ 40.0%
$80.41 - $132.42 $161 - $265
7 $592K
MCHP
Microchip Technology Inc

Technology
2
+ 7.69%
$72.0 - $95.98 $144 - $192
28 $2.25M
CVE
Cenovus Energy Inc.

Energy
4
+ 5.0%
$16.17 - $20.65 $64.7 - $82.6
84 $1.41M
PEB
Pebblebrook Hotel Trust

Real Estate
1
+ 0.16%
$11.82 - $14.31 $11.8 - $14.3
616 $8.15M
MRNA
Moderna, Inc.

Healthcare
1
+ 11.11%
$63.64 - $125.14 $63.6 - $125
10 $669K
STLA
Stellantis N.V.

Consumer Cyclical
3
+ 1.97%
$14.05 - $20.71 $42.2 - $62.1
155 $2.18M
DECK
Deckers Outdoor Corp

Consumer Cyclical
9
+ 300.0%
$150.73 - $974.56 $1.36K - $8.77K
12 $1.91M
GOOG
Alphabet Inc.

Communication Services
5
+ 2.24%
$149.54 - $192.66 $748 - $963
228 $38.1M
LRCX
Lam Research Corp

Technology
4
+ 12.12%
$731.56 - $1127.3 $2.93K - $4.51K
37 $30.2M
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
Track This Portfolio

Track True Wealth Design, LLC Portfolio

Follow True Wealth Design, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of True Wealth Design, LLC, based on Form 13F filings with the SEC.

News

Stay updated on True Wealth Design, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email