True Wealth Design, LLC New Holdings in Q3 2025

True Wealth Design, LLC

  • $327 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
HSBC
Hsbc Holdings PLC

Financial Services
780
New
$60.27 - $70.98 $47K - $55.4K
780 $55.4M
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
3.1K
New
$13.29 - $16.05 $41.2K - $49.8K
3.1K $49.4M
Natwest Group PLC
3.44K
New
N/A
3.44K $48.7M
Southstate Bk Corp
378
New
N/A
378 $37.4M
CFLT
Confluent, Inc.

Technology
1.81K
New
$15.91 - $27.35 $28.7K - $49.4K
1.81K $35.8M
J P Morgan Exchange Traded F
658
New
N/A
658 $35.6M
BCS
Barclays PLC

Financial Services
1.51K
New
$17.88 - $21.05 $26.9K - $31.7K
1.51K $31.2M
RY
Royal Bank Of Canada

Financial Services
210
New
$128.46 - $148.6 $27K - $31.2K
210 $30.9M
GTO
Invesco Actively Managed ETF T

ETFs
615
New
$46.43 - $47.91 $28.6K - $29.5K
615 $29.2M
BTI
British American Tobacco P.L.C.

Consumer Defensive
540
New
$46.69 - $59.27 $25.2K - $32K
540 $28.7M
MFG
Mizuho Financial Group Inc

Financial Services
4.13K
New
$5.42 - $6.85 $22.4K - $28.3K
4.13K $27.7M
SAN
Banco Santander, S.A.

Financial Services
2.62K
New
$8.27 - $10.48 $21.7K - $27.5K
2.62K $27.5M
TD
Toronto Dominion Bank

Financial Services
332
New
$72.55 - $79.95 $24.1K - $26.5K
332 $26.5M
SMFG
Sumitomo Mitsui Financial Group, Inc.

Financial Services
1.58K
New
$14.53 - $17.13 $23K - $27.1K
1.58K $26.5M
T Rowe Price ETF Inc
684
New
N/A
684 $25.8M
LYG
Lloyds Banking Group PLC

Financial Services
5.57K
New
$4.03 - $4.63 $22.4K - $25.8K
5.57K $25.3M
DB
Deutsche Bank Aktiengesellschaft

Financial Services
679
New
$28.71 - $37.46 $19.5K - $25.4K
679 $24M
UBS
Ubs Group Ag

Financial Services
584
New
$33.77 - $42.38 $19.7K - $24.7K
584 $23.9M
MELI
Mercadolibre Inc

Consumer Cyclical
10
New
$2292.04 - $2514.05 $22.9K - $25.1K
10 $23.4M
PLW
Invesco 1 30 Laddered Treasury

ETFs
764
New
N/A
764 $21.2M
TM
Toyota Motor Corp

Consumer Cyclical
110
New
$167.86 - $202.79 $18.5K - $22.3K
110 $21M
BSCT
Invesco Index Fd Tr Bulletshar

ETFs
1.1K
New
$18.61 - $18.94 $20.5K - $20.9K
1.1K $20.8M
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
973
New
$20.41 - $20.67 $19.9K - $20.1K
973 $20M
GLD
Spdr Gold Trust

ETFs
56
New
$300.96 - $355.47 $16.9K - $19.9K
56 $19.9M
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
971
New
$19.61 - $19.79 $19K - $19.2K
971 $19.1M
AER
Aer Cap Holdings N.V.

Industrials
156
New
$107.25 - $124.42 $16.7K - $19.4K
156 $18.9M
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
963
New
$19.49 - $19.61 $18.8K - $18.9K
963 $18.8M
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
898
New
$20.66 - $20.74 $18.6K - $18.6K
898 $18.6M
BXP
Boston Properties Inc

Real Estate
221
New
$62.11 - $78.93 $13.7K - $17.4K
221 $16.4M
BNS
Bank Of Nova Scotia

Financial Services
250
New
$54.5 - $64.93 $13.6K - $16.2K
250 $16.2M
NVR
Nvr Inc

Consumer Cyclical
2
New
$7301.0 - $8543.0 $14.6K - $17.1K
2 $16.1M
BBVA
Banco Bilbao Vizcaya Argentaria, S.A.

Financial Services
819
New
$14.73 - $19.31 $12.1K - $15.8K
819 $15.8M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
286
New
$50.53 - $50.82 $14.5K - $14.5K
286 $14.5M
RWL
Invesco Exchange Traded Fd Tr

ETFs
131
New
$102.17 - $110.66 $13.4K - $14.5K
131 $14.5M
SNY
Sanofi

Healthcare
303
New
$45.07 - $51.35 $13.7K - $15.6K
303 $14.3M
NMR
Nomura Holdings Inc

Financial Services
1.96K
New
$6.28 - $7.56 $12.3K - $14.8K
1.96K $14.2M
GSY
Invesco Actively Mngd ETF Tr U

ETFs
278
New
$50.08 - $50.37 $13.9K - $14K
278 $14M
BSCU
Invesco Exc Self Ind Tr

ETFs
760
New
$16.67 - $17.03 $12.7K - $12.9K
760 $12.8M
ONTO
Onto Innovation Inc.

Technology
95
New
$90.0 - $136.73 $8.55K - $13K
95 $12.3M
Reddit Inc
53
New
N/A
53 $12.2M
ING
Ing Groep Nv

Financial Services
455
New
$22.0 - $26.08 $10K - $11.9K
455 $11.9M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
65
New
$103.83 - $179.9 $6.75K - $11.7K
65 $11.6M
Aegon LTD
1.45K
New
N/A
1.45K $11.6M
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
250
New
$39.37 - $44.24 $9.84K - $11.1K
250 $10.9M
GHC
Graham Holdings CO

Consumer Defensive
9
New
$882.65 - $1184.8 $7.94K - $10.7K
9 $10.6M
SLF
Sun Life Financial Inc

Financial Services
164
New
$56.54 - $66.41 $9.27K - $10.9K
164 $9.85M
CHKP
Check Point Software Technologies LTD

Technology
46
New
$180.73 - $231.23 $8.31K - $10.6K
46 $9.52M
CCEP
Coca Cola Europacific Partners PLC

Consumer Defensive
104
New
$86.67 - $100.17 $9.01K - $10.4K
104 $9.4M
IX
Orix Corp

Financial Services
355
New
$22.28 - $27.06 $7.91K - $9.61K
355 $9.27M
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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