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
POWL
Powell Industries Inc

Industrials
6
+ 14.29%
$221.65 - $352.37 $1.33K - $2.11K
48 $10.6M
VZ
Verizon Communications Inc

Communication Services
58
+ 26.98%
$39.6 - $45.21 $2.3K - $2.62K
273 $10.9M
UPST
Upstart Holdings, Inc.

Financial Services
1
+ 1.82%
$37.78 - $84.46 $37.8 - $84.5
56 $3.45M
APD
Air Products & Chemicals, Inc.

Basic Materials
4
+ 57.14%
$285.5 - $335.62 $1.14K - $1.34K
11 $3.33M
SPG
Simon Property Group Inc

Real Estate
6
+ 7.59%
$167.23 - $183.84 $1K - $1.1K
85 $14.6M
USB
Us Bancorp \De\

Financial Services
19
+ 12.67%
$43.98 - $53.66 $836 - $1.02K
169 $8.09M
SRE
Sempra Energy

Utilities
13
+ 68.42%
$80.81 - $94.77 $1.05K - $1.23K
32 $2.81M
CHTR
Charter Communications, Inc.

Communication Services
3
+ 100.0%
$315.38 - $408.02 $946 - $1.22K
6 $2.19M
NLOK
Norton Life Lock Inc.

Technology
46
+ 3.86%
N/A
1.24K $33.9M
AVSD
American Centy ETF Tr Avantis

ETFs
34
+ 23.78%
$55.57 - $59.89 $1.89K - $2.04K
177 $9.86M
ATRC
Atri Cure, Inc.

Healthcare
37
+ 246.67%
$27.02 - $38.2 $1K - $1.41K
52 $1.59M
ANSS
Ansys Inc

Technology
3
+ 300.0%
$313.05 - $361.45 $939 - $1.08K
4 $1.48M
Te Connectivity PLC
8
+ 80.0%
N/A
18 $2.64M
WRBY
Warby Parker Inc.

Healthcare
18
+ 20.69%
$15.04 - $25.72 $271 - $463
105 $2.54M
JCI
Johnson Controls International PLC

Industrials
14
+ 56.0%
$74.23 - $86.6 $1.04K - $1.21K
39 $3.06M
AVDX
Avid Xchange Holdings, Inc.

Technology
37
+ 12.13%
$7.66 - $11.59 $283 - $429
342 $3.54M
DUK
Duke Energy Corp

Utilities
11
+ 64.71%
$105.76 - $120.76 $1.16K - $1.33K
28 $3.02M
LOW
Lowes Companies Inc

Consumer Cyclical
6
+ 37.5%
$244.52 - $284.07 $1.47K - $1.7K
22 $5.39M
AEP
American Electric Power CO Inc

Utilities
13
+ 92.86%
$90.91 - $102.21 $1.18K - $1.33K
27 $2.47M
UNP
Union Pacific Corp

Industrials
6
+ 30.0%
$223.15 - $249.32 $1.34K - $1.5K
26 $5.96M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
1
+ 50.0%
$1146.59 - $1270.6 $1.15K - $1.27K
3 $3.31M
HES
Hess Corp

Energy
8
+ 47.06%
$127.66 - $148.65 $1.02K - $1.19K
25 $3.3M
IDXX
Idexx Laboratories Inc

Healthcare
3
+ 75.0%
$406.92 - $495.42 $1.22K - $1.49K
7 $3.01M
SBUX
Starbucks Corp

Consumer Cyclical
12
+ 50.0%
$87.44 - $102.5 $1.05K - $1.23K
36 $3.31M
PAYX
Paychex Inc

Industrials
6
+ 46.15%
$135.86 - $148.73 $815 - $892
19 $2.68M
SO
Southern CO

Utilities
14
+ 50.0%
$81.5 - $94.15 $1.14K - $1.32K
42 $3.46M
SAIA
Saia Inc

Industrials
2
+ 200.0%
$411.44 - $569.08 $823 - $1.14K
3 $1.37M
AMSC
American Superconductor Corp

Industrials
32
+ 25.2%
$21.33 - $36.81 $683 - $1.18K
159 $3.92M
AMD
Advanced Micro Devices Inc

Technology
19
+ 61.29%
$118.88 - $172.8 $2.26K - $3.28K
50 $6.01M
TTD
Trade Desk, Inc.

Technology
7
+ 77.78%
$108.7 - $139.51 $761 - $977
16 $1.9M
ADI
Analog Devices Inc

Technology
5
+ 41.67%
$206.35 - $236.48 $1.03K - $1.18K
17 $3.67M
FAST
Fastenal CO

Industrials
12
+ 46.15%
$69.99 - $84.35 $840 - $1.01K
38 $2.74M
EXC
Exelon Corp

Utilities
25
+ 100.0%
$36.22 - $40.97 $906 - $1.02K
50 $1.87M
NTCT
Netscout Systems Inc

Technology
40
+ 12.31%
$20.09 - $23.1 $804 - $924
365 $7.91M
F
Ford Motor CO

Consumer Cyclical
97
+ 52.43%
$9.69 - $11.4 $940 - $1.11K
282 $2.79M
CTVA
Corteva, Inc.

Basic Materials
15
+ 57.69%
$55.21 - $64.13 $828 - $962
41 $2.36M
NVS
Novartis Ag

Healthcare
27
+ 26.47%
$96.78 - $117.18 $2.61K - $3.16K
129 $12.6M
SAP
Sap Se

Technology
2
+ 10.53%
$218.13 - $255.54 $436 - $511
21 $5.17M
ENB
Enbridge Inc

Energy
16
+ 25.4%
$40.4 - $43.92 $646 - $703
79 $3.35M
CRAI
Cra International, Inc.

Industrials
1
+ 1.96%
$168.27 - $206.55 $168 - $207
52 $9.74M
SHOP
Shopify Inc.

Technology
4
+ 28.57%
$78.14 - $119.49 $313 - $478
18 $1.91M
SUPN
Supernus Pharmaceuticals, Inc.

Healthcare
8
+ 8.25%
$31.89 - $37.83 $255 - $303
105 $3.8M
ARGX
Argenx Se

Healthcare
1
+ 50.0%
$520.52 - $638.33 $521 - $638
3 $1.85M
CRS
Carpenter Technology Corp

Industrials
4
+ 50.0%
$149.5 - $196.14 $598 - $785
12 $2.04M
RGA
Reinsurance Group Of America Inc

Financial Services
4
+ 16.67%
$201.26 - $231.95 $805 - $928
28 $5.98M
UWMC
Uwm Holdings Corp

Financial Services
143
+ 397.22%
$5.65 - $8.33 $808 - $1.19K
179 $1.05M
ASX
Ase Technology Holding Co., Ltd.

Technology
66
+ 26.72%
$9.49 - $10.74 $626 - $709
313 $3.15M
WMB
Williams Companies, Inc.

Energy
4
+ 7.02%
$46.37 - $59.74 $185 - $239
61 $3.3M
GIS
General Mills Inc

Consumer Defensive
15
+ 57.69%
$62.78 - $74.62 $942 - $1.12K
41 $2.62M
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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