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
VFC
V F Corp

Consumer Cyclical
57
New
$16.7 - $22.59 $952 - $1.29K
57 $1.22M
RNGR
Ranger Energy Services, Inc.

Energy
78
New
$11.95 - $16.97 $932 - $1.32K
78 $1.21M
Star Hldgs
124
New
N/A
124 $1.21M
CCRN
Cross Country Healthcare Inc

Healthcare
66
New
$9.81 - $18.16 $647 - $1.2K
66 $1.2M
Forrester Resh Inc
76
New
N/A
76 $1.19M
SCHW
Schwab Charles Corp

Financial Services
16
New
$63.31 - $82.85 $1.01K - $1.33K
16 $1.18M
CLAR
Clarus Corp

Consumer Cyclical
256
New
$4.05 - $5.18 $1.04K - $1.33K
256 $1.16M
ACAD
Acadia Pharmaceuticals Inc

Healthcare
62
New
$14.29 - $18.76 $886 - $1.16K
62 $1.14M
CASS
Cass Information Systems Inc

Industrials
27
New
$39.91 - $46.17 $1.08K - $1.25K
27 $1.11M
KELYA
Kelly Services Inc

Industrials
79
New
$12.84 - $22.25 $1.01K - $1.76K
79 $1.1M
Amalgamated Financial Corp
32
New
N/A
32 $1.07M
MG
Mistras Group, Inc.

Industrials
117
New
$8.4 - $12.31 $983 - $1.44K
117 $1.06M
AJG
Arthur J. Gallagher & Co.

Financial Services
4
New
$278.49 - $315.16 $1.11K - $1.26K
4 $1.04M
EQIX
Equinix Inc

Real Estate
1
New
$865.69 - $985.0 $866 - $985
1 $1.04M
ICE
Intercontinental Exchange, Inc.

Financial Services
7
New
$148.29 - $166.93 $1.04K - $1.17K
7 $1.04M
SANA
Sana Biotechnology, Inc.

Healthcare
626
New
$1.6 - $4.36 $1K - $2.73K
626 $1.02M
PKE
Park Aerospace Corp

Industrials
69
New
$12.72 - $15.39 $878 - $1.06K
69 $1.01M
MERC
Mercer International Inc.

Basic Materials
155
New
$6.0 - $7.38 $930 - $1.14K
155 $1.01M
CERS
Cerus Corp

Healthcare
639
New
$1.52 - $2.03 $971 - $1.3K
639 $985K
ZION
Zions Bancorporation, National Association

Financial Services
18
New
$45.62 - $61.73 $821 - $1.11K
18 $977K
SNBR
Sleep Number Corp

Consumer Cyclical
62
New
$11.67 - $20.41 $724 - $1.27K
62 $945K
SHAK
Shake Shack Inc.

Consumer Cyclical
7
New
$101.73 - $138.76 $712 - $971
7 $909K
PRU
Prudential Financial Inc

Financial Services
7
New
$114.59 - $129.52 $802 - $907
7 $869K
JAZZ
Jazz Pharmaceuticals PLC

Healthcare
7
New
$107.32 - $127.74 $751 - $894
7 $863K
MAX
Media Alpha, Inc.

Communication Services
76
New
$10.71 - $20.73 $814 - $1.58K
76 $859K
EPM
Evolution Petroleum Corp

Energy
163
New
$4.88 - $6.11 $795 - $996
163 $853K
AXSM
Axsome Therapeutics, Inc.

Healthcare
10
New
$83.08 - $100.49 $831 - $1K
10 $847K
MET
Metlife Inc

Financial Services
10
New
$78.15 - $88.25 $782 - $883
10 $841K
DC
Dakota Gold Corp.

Basic Materials
381
New
$2.08 - $2.51 $792 - $956
381 $839K
CMCL
Caledonia Mining Corp PLC

Basic Materials
88
New
$9.18 - $16.82 $808 - $1.48K
88 $829K
FRPH
Frp Holdings, Inc.

Real Estate
26
New
$29.0 - $32.48 $754 - $844
26 $797K
WELL
Welltower Inc.

Real Estate
6
New
$123.11 - $139.3 $739 - $836
6 $778K
DHIL
Diamond Hill Investment Group Inc

Financial Services
5
New
$150.15 - $171.89 $751 - $859
5 $776K
WSBF
Waterstone Financial, Inc.

Financial Services
56
New
$13.28 - $16.53 $744 - $926
56 $753K
O
Realty Income Corp

Real Estate
14
New
$51.76 - $64.71 $725 - $906
14 $749K
ALL
Allstate Corp

Financial Services
4
New
$181.25 - $208.2 $725 - $833
4 $714K
AON
Aon PLC

Financial Services
2
New
$344.14 - $393.31 $688 - $787
2 $697K
BROS
Dutch Bros Inc.

Consumer Cyclical
13
New
$30.72 - $55.82 $399 - $726
13 $681K
DLR
Digital Realty Trust, Inc.

Real Estate
4
New
$156.46 - $195.69 $626 - $783
4 $669K
EQH
Equitable Holdings, Inc.

Financial Services
14
New
$41.59 - $50.4 $582 - $706
14 $661K
IDA
Idacorp Inc

Utilities
6
New
$100.11 - $118.96 $601 - $714
6 $656K
LPLA
Lpl Financial Holdings Inc.

Financial Services
2
New
$229.85 - $335.91 $460 - $672
2 $654K
PEAK
Healthpeak Properties, Inc.

Real Estate
32
New
N/A
32 $645K
CCI
Crown Castle International Corp

Real Estate
7
New
$89.78 - $119.11 $628 - $834
7 $645K
VITL
Vital Farms, Inc.

Consumer Defensive
17
New
$28.13 - $40.91 $478 - $695
17 $641K
PSA
Public Storage

Real Estate
2
New
$289.33 - $360.21 $579 - $720
2 $629K
CNMD
Conmed Corp

Healthcare
9
New
$61.81 - $77.54 $556 - $698
9 $616K
Curbline Pptys Corp
26
New
N/A
26 $604K
M
Macy'S, Inc.

Consumer Cyclical
34
New
$14.56 - $18.1 $495 - $615
34 $576K
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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