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
TAK
Takeda Pharmaceutical CO LTD

Healthcare
35
+ 21.74%
$13.01 - $14.43 $455 - $505
196 $2.6M
DRS
Leonardo Drs, Inc.
3
+ 5.88%
N/A
54 $1.75M
CIFR
Cipher Mining Inc.

Financial Services
11
+ 3.4%
$3.58 - $7.43 $39.4 - $81.7
335 $1.56M
YUM
Yum Brands Inc

Consumer Cyclical
7
+ 6.42%
$130.36 - $139.54 $913 - $977
116 $15.5M
WBD
Warner Bros. Discovery, Inc.

Communication Services
17
+ 36.96%
$7.33 - $12.37 $125 - $210
63 $666K
AEE
Ameren Corp

Utilities
3
+ 30.0%
$85.81 - $94.98 $257 - $285
13 $1.16M
ATO
Atmos Energy Corp

Utilities
2
+ 28.57%
$136.41 - $151.43 $273 - $303
9 $1.25M
EQNR
Equinor Asa

Energy
17
+ 22.37%
$21.88 - $27.12 $372 - $461
93 $2.2M
ALB
Albemarle Corp

Basic Materials
3
+ 100.0%
$86.08 - $111.3 $258 - $334
6 $557K
ETR
Entergy Corp

Utilities
8
+ 133.33%
$73.19 - $156.4 $586 - $1.25K
14 $1.06M
CNP
Centerpoint Energy Inc

Utilities
6
+ 20.0%
$28.58 - $32.66 $171 - $196
36 $1.14M
PBFS
Pioneer Bancorp, Inc.

Financial Services
22
+ 440.0%
$10.73 - $11.9 $236 - $262
27 $312K
IHG
Intercontinental Hotels Group PLC

Consumer Cyclical
1
+ 11.11%
$109.13 - $130.93 $109 - $131
10 $1.25M
NWSA
News Corp

Communication Services
3
+ 1.63%
$25.68 - $29.86 $77 - $89.6
187 $5.15M
Rb Global Inc
2
+ 28.57%
N/A
9 $812K
E
Eni Spa

Energy
17
+ 22.97%
$26.32 - $31.82 $447 - $541
91 $2.49M
IP
International Paper CO

Consumer Cyclical
2
+ 7.41%
$46.64 - $59.57 $93.3 - $119
29 $1.56M
CHK
Chesapeake Energy Corp

Energy
1
+ 12.5%
$81.46 - $87.57 $81.5 - $87.6
9 $896K
SSP
E.W. Scripps CO

Communication Services
128
+ 8.65%
$1.73 - $3.52 $221 - $451
1.61K $3.55M
RSG
Republic Services, Inc.

Industrials
1
+ 1.32%
$198.0 - $218.75 $198 - $219
77 $15.5M
KLAC
Kla Corp

Technology
2
+ 40.0%
$614.46 - $829.55 $1.23K - $1.66K
7 $4.1M
ZG
Zillow Group, Inc.

Communication Services
3
+ 300.0%
$56.08 - $82.33 $168 - $247
4 $284K
ABC
Amerisourcebergen Corp

Healthcare
1
+ 14.29%
N/A
8 $1.8M
FMS
Fresenius Medical Care Ag & Co. K Ga A

Healthcare
8
+ 29.63%
$19.11 - $24.18 $153 - $193
35 $793K
HIMS
Hims & Hers Health, Inc.

Consumer Defensive
2
+ 7.14%
$17.13 - $34.23 $34.3 - $68.5
30 $726K
EVRG
Evergy, Inc.

Utilities
6
+ 1.71%
$59.06 - $65.0 $354 - $390
357 $22M
ASR
Southeast Airport Group

Industrials
1
+ 50.0%
$255.48 - $282.16 $255 - $282
3 $773K
ERIC
Ericsson Lm Telephone CO

Technology
21
+ 32.81%
$7.36 - $8.59 $155 - $180
85 $686K
GEOS
Geospace Technologies Corp

Energy
20
+ 2000.0%
N/A
21 $211K
CSGP
Costar Group, Inc.

Real Estate
3
+ 25.0%
$69.7 - $81.97 $209 - $246
15 $1.1M
PSX
Phillips 66

Energy
5
+ 26.32%
$110.35 - $138.93 $552 - $695
24 $2.69M
PSO
Pearson PLC

Communication Services
5
+ 11.63%
$13.3 - $16.28 $66.5 - $81.4
48 $774K
DHR
Danaher Corp

Healthcare
4
+ 26.67%
$226.16 - $274.52 $905 - $1.1K
19 $4.36M
IEX
Idex Corp

Industrials
1
+ 25.0%
$202.75 - $236.06 $203 - $236
5 $1.05M
KALU
Kaiser Aluminum Corp

Basic Materials
3
+ 21.43%
$67.31 - $86.2 $202 - $259
17 $1.2M
PPL
Ppl Corp

Utilities
6
+ 22.22%
$31.47 - $35.0 $189 - $210
33 $1.07M
ODFL
Old Dominion Freight Line, Inc.

Industrials
2
+ 25.0%
$176.4 - $231.84 $353 - $464
10 $1.76M
Qiagen Nv
4
+ 40.0%
N/A
14 $624K
KIND
Nextdoor Holdings, Inc.

Communication Services
76
+ 69.72%
$2.28 - $2.84 $173 - $216
185 $439K
RYAM
Rayonier Advanced Materials Inc.

Basic Materials
26
+ 16.56%
$7.25 - $10.0 $189 - $260
183 $1.51M
IOT
Samsara Inc.

Technology
4
+ 133.33%
$42.67 - $56.35 $171 - $225
7 $306K
WM
Waste Management Inc

Industrials
5
+ 3.18%
$201.79 - $228.46 $1.01K - $1.14K
162 $32.7M
NI
Nisource Inc.

Utilities
3
+ 13.04%
$33.74 - $38.25 $101 - $115
26 $956K
WPP
Wpp PLC

Communication Services
3
+ 27.27%
$49.35 - $56.55 $148 - $170
14 $720K
DSGX
Descartes Systems Group Inc

Technology
1
+ 25.0%
$100.21 - $121.37 $100 - $121
5 $568K
TS
Tenaris Sa

Energy
2
+ 16.67%
$31.3 - $39.08 $62.6 - $78.2
14 $530K
MGA
Magna International Inc

Consumer Cyclical
3
+ 16.67%
$39.47 - $46.46 $118 - $139
21 $878K
GFL
Gfl Environmental Inc.

Industrials
2
+ 20.0%
$39.53 - $47.1 $79.1 - $94.2
12 $535K
ICLR
Icon PLC

Healthcare
1
+ 100.0%
$187.22 - $297.57 $187 - $298
2 $420K
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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