True Wealth Design, LLC Incresed Positions in Q4 2024

True Wealth Design, LLC

  • $258 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
CRWD
Crowd Strike Holdings, Inc.

Technology
2
+ 7.41%
$275.15 - $388.2 $550 - $776
29 $10.1M
UTMD
Utah Medical Products Inc

Healthcare
41
+ 585.71%
$60.9 - $68.52 $2.5K - $2.81K
48 $2.95M
PCRX
Pacira Bio Sciences, Inc.

Healthcare
78
+ 29.66%
$15.3 - $20.33 $1.19K - $1.59K
341 $6.43M
SBAC
Sba Communications Corp

Real Estate
17
+ 56.67%
$198.24 - $249.31 $3.37K - $4.24K
47 $9.67M
IBM
International Business Machines Corp

Technology
11
+ 35.48%
$204.9 - $238.04 $2.25K - $2.62K
42 $9.26M
RSI
Rush Street Interactive, Inc.

Consumer Cyclical
166
+ 592.86%
$10.17 - $14.73 $1.69K - $2.45K
194 $2.66M
Ge Healthcare Technologies I
37
+ 105.71%
N/A
72 $5.62M
PKG
Packaging Corp Of America

Consumer Cyclical
7
+ 9.09%
$211.98 - $248.85 $1.48K - $1.74K
84 $18.9M
WAT
Waters Corp

Healthcare
6
+ 150.0%
$323.11 - $392.01 $1.94K - $2.35K
10 $3.71M
SCS
Steelcase Inc

Industrials
195
+ 847.83%
$11.65 - $13.72 $2.27K - $2.68K
218 $2.58M
MSBI
Midland States Bancorp, Inc.

Financial Services
88
+ 1100.0%
$21.42 - $27.96 $1.88K - $2.46K
96 $2.34M
MCY
Mercury General Corp

Financial Services
26
+ 22.81%
$62.82 - $78.96 $1.63K - $2.05K
140 $9.31M
MEI
Methode Electronics Inc

Technology
184
+ 60.73%
$8.72 - $14.02 $1.6K - $2.58K
487 $5.74M
PTCT
Ptc Therapeutics, Inc.

Healthcare
17
+ 10.18%
$34.99 - $52.07 $595 - $885
184 $8.31M
TFC
Truist Financial Corp

Financial Services
32
+ 2.67%
$41.51 - $48.1 $1.33K - $1.54K
1.23K $53.4M
ADP
Automatic Data Processing Inc

Industrials
6
+ 40.0%
$280.08 - $307.97 $1.68K - $1.85K
21 $6.2M
TROW
Price T Rowe Group Inc

Financial Services
6
+ 1.79%
$106.48 - $124.69 $639 - $748
342 $38.6M
PCAR
Paccar Inc

Industrials
12
+ 9.45%
$97.92 - $118.41 $1.18K - $1.42K
139 $14.5M
GDDY
Go Daddy Inc.

Technology
8
+ 80.0%
$153.16 - $209.03 $1.23K - $1.67K
18 $3.49M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
5
+ 38.46%
$173.13 - $258.09 $866 - $1.29K
18 $4.23M
SYK
Stryker Corp

Healthcare
5
+ 83.33%
$345.14 - $392.15 $1.73K - $1.96K
11 $4.06M
BR
Broadridge Financial Solutions, Inc.

Technology
1
+ 0.67%
$209.64 - $236.44 $210 - $236
150 $33.9M
ALTG
Alta Equipment Group Inc.

Industrials
284
+ 1775.0%
$5.76 - $8.46 $1.64K - $2.4K
300 $1.96M
HMN
Horace Mann Educators Corp

Financial Services
44
+ 157.14%
$34.36 - $42.64 $1.51K - $1.88K
72 $2.83M
APH
Amphenol Corp

Technology
19
+ 15.7%
$62.07 - $75.35 $1.18K - $1.43K
140 $9.73M
TVTX
Travere Therapeutics, Inc.

Healthcare
60
+ 26.32%
$13.65 - $19.85 $819 - $1.19K
288 $5.02M
MTCH
Match Group, Inc.

Communication Services
56
+ 2800.0%
$30.29 - $38.64 $1.7K - $2.16K
58 $1.9M
SONY
Sony Group Corp

Technology
367
+ 464.56%
$17.53 - $96.8 $6.43K - $35.5K
446 $9.44M
HXL
Hexcel Corp

Industrials
22
+ 4.55%
$58.56 - $65.31 $1.29K - $1.44K
505 $31.7M
BSX
Boston Scientific Corp

Healthcare
19
+ 82.61%
$83.62 - $91.5 $1.59K - $1.74K
42 $3.71M
TJX
Tjx Companies Inc

Consumer Cyclical
12
+ 12.63%
$112.15 - $127.2 $1.35K - $1.53K
107 $12.9M
OKE
Oneok Inc

Energy
15
+ 65.22%
$92.28 - $117.05 $1.38K - $1.76K
38 $3.8M
ITW
Illinois Tool Works Inc

Industrials
11
+ 9.48%
$253.56 - $278.5 $2.79K - $3.06K
127 $32.1M
RMBS
Rambus Inc

Technology
5
+ 3.73%
$40.13 - $59.14 $201 - $296
139 $7.35M
SNPS
Synopsys Inc

Technology
4
+ 133.33%
$485.36 - $588.0 $1.94K - $2.35K
7 $3.19M
INTU
Intuit Inc

Technology
3
+ 60.0%
$602.01 - $706.25 $1.81K - $2.12K
8 $4.76M
MO
Altria Group, Inc.

Consumer Defensive
18
+ 3.15%
$49.06 - $57.74 $883 - $1.04K
590 $30.8M
ITRI
Itron, Inc.

Technology
14
+ 21.54%
$101.26 - $124.45 $1.42K - $1.74K
79 $8.58M
MAR
Marriott International Inc

Consumer Cyclical
5
+ 71.43%
$246.06 - $292.59 $1.23K - $1.46K
12 $3.36M
SKYW
Skywest Inc

Industrials
5
+ 6.76%
$83.51 - $115.11 $418 - $576
79 $7.91M
ADSK
Autodesk, Inc.

Technology
5
+ 71.43%
N/A
12 $3.52M
CORT
Corcept Therapeutics Inc

Healthcare
15
+ 7.77%
$44.66 - $60.85 $670 - $913
208 $10.5M
BFH
Bread Financial Holdings, Inc.

Financial Services
11
+ 17.74%
$46.5 - $66.38 $512 - $730
73 $4.46M
MSI
Motorola Solutions, Inc.

Technology
3
+ 60.0%
$449.08 - $504.6 $1.35K - $1.51K
8 $3.75M
PSTG
Pure Storage, Inc.

Technology
6
+ 5.94%
$48.19 - $66.6 $289 - $400
107 $6.57M
Linde PLC
5
+ 38.46%
N/A
18 $7.7M
BDX
Becton Dickinson & CO

Healthcare
20
+ 9.35%
$220.02 - $243.75 $4.4K - $4.88K
234 $53.1M
VBTX
Veritex Holdings, Inc.

Financial Services
43
+ 13.65%
$24.85 - $31.26 $1.07K - $1.34K
358 $9.72M
DE
Deere & CO

Industrials
3
+ 30.0%
$389.45 - $466.0 $1.17K - $1.4K
13 $5.52M
Activity Summary
Buys All Purchases 833 New Holdings 278 Increased Positions 555 Sells All Sells 322 Reductions 322 Sold out 0 Options Calls 0 Puts 0
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