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
SU
Suncor Energy Inc

Energy
23
+ 22.55%
$34.5 - $41.53 $794 - $955
125 $4.46M
LUV
Southwest Airlines CO

Industrials
5
+ 3.82%
$28.99 - $34.84 $145 - $174
136 $4.57M
CVLT
Commvault Systems Inc

Technology
6
+ 8.22%
$132.26 - $177.6 $794 - $1.07K
79 $11.9M
OXY
Occidental Petroleum Corp

Energy
16
+ 34.04%
$45.36 - $55.91 $726 - $895
63 $3.11M
Celestica Inc
3
+ 30.0%
N/A
13 $1.2M
LNG
Cheniere Energy, Inc.

Energy
1
+ 7.69%
$181.07 - $225.92 $181 - $226
14 $3.01M
CPRX
Catalyst Pharmaceuticals, Inc.

Healthcare
22
+ 10.28%
$19.73 - $23.93 $434 - $526
236 $4.93M
VRSK
Verisk Analytics, Inc.

Industrials
2
+ 25.0%
$262.86 - $294.75 $526 - $590
10 $2.81M
ROK
Rockwell Automation, Inc

Industrials
2
+ 50.0%
$264.65 - $302.92 $529 - $606
6 $1.72M
REPL
Replimune Group, Inc.

Healthcare
46
+ 77.97%
$10.54 - $14.93 $485 - $687
105 $1.27M
IESC
Ies Holdings, Inc.

Industrials
3
+ 150.0%
$196.89 - $309.86 $591 - $930
5 $1.01M
TTMI
Ttm Technologies Inc

Technology
6
+ 8.57%
$18.06 - $26.66 $108 - $160
76 $1.88M
BPMC
Blueprint Medicines Corp

Healthcare
15
+ 11.11%
$82.48 - $101.39 $1.24K - $1.52K
150 $13.1M
CHMG
Chemung Financial Corp

Financial Services
12
+ 150.0%
$46.3 - $55.1 $556 - $661
20 $977K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
3
+ 42.86%
$396.64 - $516.74 $1.19K - $1.55K
10 $3.83M
TDG
Trans Digm Group Inc

Industrials
1
+ 33.33%
$1239.0 - $1442.53 $1.24K - $1.44K
4 $4.84M
PODD
Insulet Corp

Healthcare
2
+ 200.0%
$227.79 - $275.7 $456 - $551
3 $784K
AZPN
Aspen Technology, Inc.

Technology
2
+ 66.67%
$231.19 - $253.16 $462 - $506
5 $1.25M
DRI
Darden Restaurants Inc

Consumer Cyclical
2
+ 28.57%
$155.96 - $188.66 $312 - $377
9 $1.68M
XERS
Xeris Biopharma Holdings, Inc.

Healthcare
5
+ 0.55%
$2.78 - $3.73 $13.9 - $18.7
921 $3.12M
MLM
Martin Marietta Materials Inc

Basic Materials
1
+ 50.0%
$516.5 - $619.58 $517 - $620
3 $1.55M
REPX
Riley Exploration Permian, Inc.

Energy
5
+ 8.77%
$25.96 - $36.88 $130 - $184
62 $1.98M
BEN
Franklin Resources Inc

Financial Services
5
+ 0.19%
$19.35 - $22.76 $96.8 - $114
2.64K $53.6M
EA
Electronic Arts Inc.

Communication Services
3
+ 33.33%
$140.69 - $167.97 $422 - $504
12 $1.76M
MD
Mednax, Inc.

Healthcare
15
+ 8.88%
$11.83 - $16.08 $177 - $241
184 $2.42M
FNV
Franco Nevada Corp

Basic Materials
4
+ 100.0%
$113.26 - $137.22 $453 - $549
8 $941K
NVT
N Vent Electric PLC

Industrials
9
+ 10.98%
$67.69 - $79.19 $609 - $713
91 $6.2M
MNST
Monster Beverage Corp

Consumer Defensive
8
+ 40.0%
$49.24 - $56.38 $394 - $451
28 $1.47M
EW
Edwards Lifesciences Corp

Healthcare
4
+ 25.0%
$64.54 - $75.92 $258 - $304
20 $1.48M
CHT
Chunghwa Telecom CO LTD

Communication Services
14
+ 26.92%
$37.24 - $39.29 $521 - $550
66 $2.49M
MKC
Mccormick & CO Inc

Consumer Defensive
6
+ 75.0%
$73.97 - $84.09 $444 - $505
14 $1.07M
GLW
Corning Inc

Technology
7
+ 21.88%
$44.11 - $49.76 $309 - $348
39 $1.85M
FLEX
Flex Ltd.

Technology
5
+ 12.2%
$32.52 - $41.3 $163 - $207
46 $1.77M
FFIV
F5, Inc.

Technology
1
+ 25.0%
$213.56 - $263.36 $214 - $263
5 $1.26M
ROP
Roper Technologies Inc

Industrials
1
+ 25.0%
$519.85 - $575.95 $520 - $576
5 $2.6M
GIII
G Iii Apparel Group LTD

Consumer Cyclical
6
+ 7.41%
$28.49 - $36.1 $171 - $217
87 $2.84M
Tko Group Holdings Inc
2
+ 50.0%
N/A
6 $853K
NEM
Newmont Corp

Basic Materials
21
+ 80.77%
$37.0 - $58.68 $777 - $1.23K
47 $1.74M
NRG
Nrg Energy, Inc.

Utilities
4
+ 20.0%
$85.3 - $101.61 $341 - $406
24 $2.17M
PRO
Pros Holdings, Inc.

Technology
4
+ 5.41%
$17.69 - $25.4 $70.8 - $102
78 $1.71M
ACIW
Aci Worldwide, Inc.

Technology
6
+ 28.57%
$48.81 - $59.2 $293 - $355
27 $1.4M
LEN
Lennar Corp

Consumer Cyclical
7
+ 63.64%
$136.2 - $188.96 $953 - $1.32K
18 $2.39M
DT
Dynatrace, Inc.

Technology
2
+ 0.79%
$51.09 - $59.6 $102 - $119
254 $13.8M
CVNA
Carvana Co.

Consumer Cyclical
1
+ 25.0%
$175.8 - $260.8 $176 - $261
5 $1.02M
YEXT
Yext, Inc.

Technology
70
+ 30.57%
$6.21 - $8.6 $435 - $602
299 $1.9M
RGLD
Royal Gold Inc

Basic Materials
30
+ 6.96%
$131.05 - $154.26 $3.93K - $4.63K
461 $60.8M
VIST
Vista Energy, S.A.B. De C.V.

Energy
5
+ 125.0%
$45.39 - $58.41 $227 - $292
9 $487K
FOX
Fox Corp Cl B (De)

Communication Services
4
+ 22.22%
$38.0 - $47.15 $152 - $189
22 $1.01M
TPB
Turning Point Brands, Inc.

Consumer Defensive
4
+ 100.0%
$40.84 - $64.22 $163 - $257
8 $481K
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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