True Wealth Design, LLC Incresed Positions in Q3 2025

True Wealth Design, LLC

  • $327 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
EW
Edwards Lifesciences Corp

Healthcare
259
+ 251.46%
$73.75 - $81.83 $19.1K - $21.2K
362 $28.2M
LFUS
Littelfuse Inc

Technology
76
+ 1085.71%
$228.23 - $271.17 $17.3K - $20.6K
83 $21.5M
HWM
Howmet Aerospace Inc.

Industrials
45
+ 4.12%
$171.0 - $196.23 $7.7K - $8.83K
1.14K $223M
SNOW
Snowflake Inc.

Technology
81
+ 9.24%
$191.73 - $241.0 $15.5K - $19.5K
958 $216M
EXLS
Exl Service Holdings, Inc.

Technology
446
+ 14866.67%
$41.4 - $45.43 $18.5K - $20.3K
449 $19.8M
KMPR
Kemper Corp

Financial Services
384
+ 1536.0%
$48.42 - $64.74 $18.6K - $24.9K
409 $21.1M
MT
Arcelor Mittal

Basic Materials
532
+ 1612.12%
$30.39 - $36.94 $16.2K - $19.7K
565 $20.4M
WCC
Wesco International Inc

Industrials
85
+ 173.47%
$189.22 - $227.19 $16.1K - $19.3K
134 $28.4M
HEI
Heico Corp

Industrials
60
+ 285.71%
$304.5 - $337.56 $18.3K - $20.3K
81 $26.1M
STT
State Street Corp

Financial Services
158
+ 166.32%
$102.01 - $117.25 $16.1K - $18.5K
253 $29.4M
SLAB
Silicon Laboratories Inc.

Technology
148
+ 616.67%
$123.76 - $153.48 $18.3K - $22.7K
172 $22.6M
RRC
Range Resources Corp

Energy
541
+ 116.34%
$32.79 - $39.33 $17.7K - $21.3K
1.01K $37.9M
MS
Morgan Stanley

Financial Services
98
+ 55.06%
$139.09 - $161.16 $13.6K - $15.8K
276 $43.9M
SPG
Simon Property Group Inc

Real Estate
96
+ 342.86%
$159.93 - $187.67 $15.4K - $18K
124 $23.2M
NGG
National Grid PLC

Utilities
259
+ 740.0%
$67.98 - $74.38 $17.6K - $19.3K
294 $21.4M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
152
+ 127.73%
$89.32 - $107.82 $13.6K - $16.4K
271 $29.2M
DKS
Dick'S Sporting Goods, Inc.

Consumer Cyclical
82
+ 911.11%
$201.83 - $230.93 $16.6K - $18.9K
91 $20.2M
PII
Polaris Inc.

Consumer Cyclical
293
+ 375.64%
$44.87 - $59.95 $13.1K - $17.6K
371 $21.6M
LOPE
Grand Canyon Education, Inc.

Consumer Defensive
64
+ 46.04%
$167.19 - $219.52 $10.7K - $14K
203 $44.6M
Ge Healthcare Technologies I
241
+ 463.46%
N/A
293 $22M
OZK
Bank Ozk

Financial Services
338
+ 146.96%
$47.4 - $53.14 $16K - $18K
568 $29M
Aptiv PLC
125
+ 31.49%
N/A
522 $45M
GPS
Gap Inc

Consumer Cyclical
863
+ 62.99%
N/A
2.23K $47.8M
YETI
Yeti Holdings, Inc.

Consumer Cyclical
518
+ 141.14%
$31.86 - $39.7 $16.5K - $20.6K
885 $29.4M
SJM
J M Smucker CO

Consumer Defensive
157
+ 230.88%
$102.24 - $113.2 $16.1K - $17.8K
225 $24.4M
STM
St Microelectronics N.V.

Technology
628
+ 3140.0%
$24.77 - $33.41 $15.6K - $21K
648 $18.3M
TFC
Truist Financial Corp

Financial Services
380
+ 333.33%
$42.83 - $47.07 $16.3K - $17.9K
494 $22.6M
BSX
Boston Scientific Corp

Healthcare
202
+ 95.73%
$97.03 - $108.14 $19.6K - $21.8K
413 $40.3M
PB
Prosperity Bancshares Inc

Financial Services
269
+ 389.86%
$65.12 - $74.71 $17.5K - $20.1K
338 $22.4M
RNG
Ring Central, Inc.

Technology
619
+ 435.92%
$23.62 - $32.44 $14.6K - $20.1K
761 $21.6M
GTES
Gates Industrial Corp PLC

Industrials
666
+ 133.2%
$23.38 - $26.14 $15.6K - $17.4K
1.17K $28.9M
AMAT
Applied Materials Inc

Technology
73
+ 68.87%
$156.25 - $204.95 $11.4K - $15K
179 $36.7M
CLH
Clean Harbors Inc

Industrials
74
+ 7400.0%
$225.84 - $250.43 $16.7K - $18.5K
75 $17.4M
AFRM
Affirm Holdings, Inc.

Technology
232
+ 662.86%
$64.05 - $92.18 $14.9K - $21.4K
267 $19.5M
WSM
Williams Sonoma Inc

Consumer Cyclical
76
+ 111.76%
$163.62 - $210.2 $12.4K - $16K
144 $28.1M
CTVA
Corteva, Inc.

Basic Materials
264
+ 209.52%
$67.08 - $77.12 $17.7K - $20.4K
390 $26.4M
AFL
Aflac Inc

Financial Services
147
+ 188.46%
$98.09 - $111.7 $14.4K - $16.4K
225 $25.1M
EGP
Eastgroup Properties Inc

Real Estate
99
+ 159.68%
$159.46 - $169.88 $15.8K - $16.8K
161 $27.3M
NTRS
Northern Trust Corp

Financial Services
123
+ 351.43%
$123.6 - $134.6 $15.2K - $16.6K
158 $21.3M
ZI
Zoom Info Technologies Inc.

Technology
1.04K
+ 15.09%
N/A
7.95K $86.7M
SF
Stifel Financial Corp

Financial Services
145
+ 391.89%
$105.26 - $116.4 $15.3K - $16.9K
182 $20.7M
GDDY
Go Daddy Inc.

Technology
129
+ 537.5%
$133.35 - $178.59 $17.2K - $23K
153 $20.9M
NSC
Norfolk Southern Corp

Industrials
39
+ 35.45%
$259.49 - $300.41 $10.1K - $11.7K
149 $44.8M
KMB
Kimberly Clark Corp

Consumer Defensive
135
+ 177.63%
$121.72 - $136.77 $16.4K - $18.5K
211 $26.2M
ALSN
Allison Transmission Holdings Inc

Consumer Cyclical
218
+ 93.16%
$84.43 - $97.93 $18.4K - $21.3K
452 $38.4M
Crane Company
88
+ 628.57%
N/A
102 $18.8M
NEU
Newmarket Corp

Basic Materials
19
+ 950.0%
$680.5 - $848.94 $12.9K - $16.1K
21 $17.4M
SNA
Snap On Inc

Industrials
44
+ 231.58%
$313.01 - $346.53 $13.8K - $15.2K
63 $21.8M
TREX
Trex CO Inc

Industrials
307
+ 3070.0%
$50.48 - $68.49 $15.5K - $21K
317 $16.4M
Activity Summary
Buys All Purchases 1682 New Holdings 361 Increased Positions 1321 Sells All Sells 447 Reductions 447 Sold out 0 Options Calls 0 Puts 0
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