True Wealth Design, LLC New Holdings in Q4 2024

True Wealth Design, LLC

  • $258 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
AZO
Autozone Inc

Consumer Cyclical
1
New
$2981.19 - $3370.27 $2.98K - $3.37K
1 $3.94M
ZEUS
Olympic Steel Inc

Basic Materials
115
New
$32.46 - $43.02 $3.73K - $4.95K
115 $3.77M
HDSN
Hudson Technologies Inc

Basic Materials
644
New
$5.25 - $8.29 $3.38K - $5.34K
644 $3.59M
NVCR
Novo Cure LTD

Healthcare
115
New
$14.54 - $33.41 $1.67K - $3.84K
115 $3.43M
CHGG
Chegg, Inc

Consumer Defensive
2.09K
New
$1.5 - $2.65 $3.13K - $5.53K
2.09K $3.36M
MAT
Mattel Inc

Consumer Cyclical
183
New
$17.68 - $20.38 $3.24K - $3.73K
183 $3.25M
PLOW
Douglas Dynamics, Inc

Consumer Cyclical
135
New
$22.65 - $27.63 $3.06K - $3.73K
135 $3.19M
Blackrock Inc
3
New
N/A
3 $3.14M
PVH
Pvh Corp.

Consumer Cyclical
29
New
$92.92 - $112.86 $2.69K - $3.27K
29 $3.07M
NMIH
Nmi Holdings, Inc.

Financial Services
82
New
$36.32 - $41.53 $2.98K - $3.41K
82 $3.02M
YORW
York Water CO

Utilities
85
New
$32.72 - $38.15 $2.78K - $3.24K
85 $2.78M
NTGR
Netgear, Inc.

Technology
97
New
$19.06 - $29.03 $1.85K - $2.82K
97 $2.7M
STZ
Constellation Brands, Inc.

Consumer Defensive
12
New
$219.66 - $257.62 $2.64K - $3.09K
12 $2.65M
RJF
Raymond James Financial Inc

Financial Services
17
New
$123.0 - $170.1 $2.09K - $2.89K
17 $2.64M
LTH
Life Time Group Holdings, Inc.

Consumer Cyclical
111
New
$21.88 - $26.03 $2.43K - $2.89K
111 $2.46M
MTD
Mettler Toledo International Inc

Healthcare
2
New
$1160.67 - $1498.12 $2.32K - $3K
2 $2.45M
AMT
American Tower Corp

Real Estate
13
New
$179.4 - $232.01 $2.33K - $3.02K
13 $2.36M
BRZE
Braze, Inc.

Technology
54
New
$29.93 - $44.78 $1.62K - $2.42K
54 $2.26M
AVD
American Vanguard Corp

Basic Materials
484
New
$4.35 - $6.43 $2.11K - $3.11K
484 $2.24M
SAFT
Safety Insurance Group Inc

Financial Services
27
New
$78.13 - $88.3 $2.11K - $2.38K
27 $2.23M
HTLD
Heartland Express Inc

Industrials
187
New
$10.81 - $12.77 $2.02K - $2.39K
187 $2.1M
NRC
National Research Corp

Healthcare
115
New
$17.07 - $21.78 $1.96K - $2.5K
115 $2.03M
VEL
Velocity Financial, Inc.

Financial Services
103
New
$19.05 - $20.76 $1.96K - $2.14K
103 $2.02M
Noble Corp PLC
64
New
N/A
64 $2.01M
DGICA
Donegal Group Inc

Financial Services
129
New
$14.19 - $16.78 $1.83K - $2.16K
129 $2M
GS
Goldman Sachs Group Inc

Financial Services
3
New
$486.1 - $608.57 $1.46K - $1.83K
3 $1.94M
INGN
Inogen Inc

Healthcare
211
New
$8.31 - $11.09 $1.75K - $2.34K
211 $1.94M
VC
Visteon Corp

Consumer Cyclical
21
New
$85.49 - $96.16 $1.8K - $2.02K
21 $1.86M
JOUT
Johnson Outdoors Inc

Consumer Cyclical
55
New
$31.62 - $38.2 $1.74K - $2.1K
55 $1.82M
JWN
Nordstrom Inc

Consumer Cyclical
75
New
$21.42 - $24.9 $1.61K - $1.87K
75 $1.81M
IMKTA
Ingles Markets Inc

Consumer Defensive
28
New
$60.85 - $75.3 $1.7K - $2.11K
28 $1.81M
MYGN
Myriad Genetics Inc

Healthcare
118
New
$13.17 - $27.03 $1.55K - $3.19K
118 $1.62M
TRDA
Entrada Therapeutics, Inc.

Healthcare
93
New
$15.82 - $21.59 $1.47K - $2.01K
93 $1.61M
SITE
Site One Landscape Supply, Inc.

Industrials
12
New
$131.3 - $156.31 $1.58K - $1.88K
12 $1.58M
VPG
Vishay Precision Group, Inc.

Technology
67
New
$21.09 - $25.3 $1.41K - $1.7K
67 $1.57M
SPGI
S&P Global Inc.

Financial Services
3
New
$480.36 - $529.17 $1.44K - $1.59K
3 $1.57M
DTM
Dt Midstream, Inc.

Energy
15
New
$78.85 - $108.56 $1.18K - $1.63K
15 $1.52M
PANL
Pangaea Logistics Solutions Ltd.

Industrials
271
New
$4.84 - $7.2 $1.31K - $1.95K
271 $1.45M
MRC
Mrc Global Inc.

Energy
111
New
$12.11 - $14.44 $1.34K - $1.6K
111 $1.42M
FISV
Fiserv Inc

Technology
7
New
N/A
7 $1.41M
DOCS
Doximity, Inc.

Healthcare
26
New
$41.25 - $61.25 $1.07K - $1.59K
26 $1.39M
Perimeter Solutions Inc
108
New
N/A
108 $1.38M
BRY
Berry Corp (Bry)

Energy
333
New
$3.79 - $5.58 $1.26K - $1.86K
333 $1.38M
INFA
Informatica Inc.

Technology
52
New
$23.96 - $27.39 $1.25K - $1.42K
52 $1.35M
CSTM
Constellium Se

Basic Materials
126
New
$9.97 - $16.45 $1.26K - $2.07K
126 $1.3M
Kenvue Inc
60
New
N/A
60 $1.28M
BX
Blackstone Inc.

Financial Services
7
New
$148.45 - $199.05 $1.04K - $1.39K
7 $1.28M
KKR
Kkr & Co. Inc.

Financial Services
8
New
$129.87 - $162.87 $1.04K - $1.3K
8 $1.26M
FAF
First American Financial Corp

Financial Services
20
New
$61.55 - $70.63 $1.23K - $1.41K
20 $1.25M
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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