True Wealth Design, LLC Reduced Holdings in Q3 2024

True Wealth Design, LLC

  • $256 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
EXEL
Exelixis, Inc.

Healthcare
-36.2K
- 98.1%
$21.96 - $27.6 $794K - $998K
699 $18.1M
NTES
Net Ease, Inc.

Communication Services
-8.42K
- 99.52%
$76.41 - $96.46 $644K - $813K
41 $3.83M
TTE
Total Energies Se

Energy
-12K
- 99.26%
$68.61 - $68.61 $826K - $826K
90 $5.82M
DOX
Amdocs LTD

Technology
-10.1K
- 99.51%
$78.13 - $87.85 $788K - $886K
50 $4.37M
SKM
Sk Telecom CO LTD

Communication Services
-38K
- 99.5%
$20.68 - $24.47 $785K - $929K
192 $4.56M
RIO
Rio Tinto PLC

Basic Materials
-12K
- 99.1%
$59.71 - $71.21 $719K - $858K
110 $7.83M
JNJ
Johnson & Johnson

Healthcare
-5.52K
- 87.32%
$145.48 - $167.38 $802K - $923K
801 $130M
MSM
Msc Industrial Direct CO Inc

Industrials
-9.98K
- 98.89%
$75.8 - $89.13 $756K - $889K
112 $9.64M
G
Genpact LTD

Technology
-24.5K
- 99.6%
$30.96 - $39.45 $759K - $968K
99 $3.88M
GILD
Gilead Sciences, Inc.

Healthcare
-11.6K
- 94.82%
$66.59 - $83.99 $775K - $977K
635 $53.2M
Gsk PLC
-20.5K
- 99.1%
N/A
186 $7.6M
LYB
Lyondell Basell Industries N.V.

Basic Materials
-8.23K
- 99.06%
$92.56 - $99.46 $761K - $818K
78 $7.48M
LKQ
Lkq Corp

Consumer Cyclical
-18.8K
- 99.45%
$38.47 - $46.03 $725K - $867K
105 $4.19M
OLN
Olin Corp

Basic Materials
-16.6K
- 99.48%
$40.38 - $50.21 $670K - $833K
87 $4.18M
GIB
Cgi Inc

Technology
-7.85K
- 99.42%
$99.02 - $116.4 $777K - $914K
46 $5.29M
UI
Ubiquiti Inc.

Technology
-5.39K
- 99.17%
$147.13 - $221.72 $794K - $1.2M
45 $9.98M
WFG
West Fraser Timber Co., LTD

Basic Materials
-10.2K
- 99.56%
$74.68 - $97.37 $758K - $988K
45 $4.38M
CTRA
Coterra Energy Inc.

Energy
-29K
- 94.72%
$22.62 - $27.37 $656K - $794K
1.62K $38.7M
BNS
Bank Of Nova Scotia

Financial Services
-17K
- 99.54%
$44.71 - $54.78 $761K - $932K
79 $4.31M
SNA
Snap On Inc

Industrials
-2.96K
- 99.43%
$255.35 - $289.77 $757K - $859K
17 $4.93M
LMT
Lockheed Martin Corp

Industrials
-1.79K
- 77.47%
$460.3 - $584.56 $823K - $1.05M
520 $304M
KOF
Coca Cola Femsa Sab De Cv

Consumer Defensive
-8.94K
- 99.54%
$81.14 - $92.39 $725K - $826K
41 $3.64M
SBS
Companhia De Saneamento Basico Do Estado De Sao Paulo Sabesp

Utilities
-56.7K
- 99.58%
$13.75 - $18.24 $779K - $1.03M
239 $3.95M
DINO
Hf Sinclair Corp

Energy
-14.1K
- 95.99%
$44.42 - $53.6 $628K - $757K
590 $26.3M
TIMB
Tim S.A.

Communication Services
-52.8K
- 99.59%
$14.05 - $17.31 $741K - $913K
219 $3.77M
IVV
Ishares Core S&P 500 ETF

ETFs
-1.35K
- 54.95%
$520.18 - $576.82 $701K - $778K
1.11K $637M
VIPS
Vipshop Holdings LTD

Consumer Cyclical
-50.3K
- 99.46%
$11.56 - $15.77 $581K - $793K
274 $4.31M
AAPL
Apple Inc.

Technology
-3.59K
- 36.57%
$207.23 - $234.82 $744K - $843K
6.23K $1.45B
MSFT
Microsoft Corp

Technology
-744
- 57.59%
$395.15 - $467.56 $294K - $348K
548 $236M
FQAL
Fidelity Covington Tr Quality

ETFs
-3.86K
- 46.9%
$58.92 - $64.9 $228K - $251K
4.37K $284M
IDHQ
Invesco ETF Tf Ii S&P Intl Dev

ETFs
-6.26K
- 32.61%
$29.28 - $32.18 $183K - $201K
12.9K $411M
MRK
Merck & Co., Inc.

Healthcare
-1.24K
- 80.58%
$111.15 - $128.97 $138K - $160K
299 $33.9M
DFSV
Dimensional ETF Tr Dimensional

ETFs
-10.6K
- 11.79%
$28.25 - $31.7 $298K - $335K
79K $2.43B
CVS
Cvs Health Corp

Healthcare
-2.05K
- 67.68%
$55.81 - $63.18 $114K - $129K
978 $61.5M
XOM
Exxon Mobil Corp

Energy
-679
- 80.36%
$109.72 - $119.0 $74.5K - $80.8K
166 $19.5M
AMD
Advanced Micro Devices Inc

Technology
-389
- 92.62%
$128.67 - $183.96 $50.1K - $71.6K
31 $5.09M
LUV
Southwest Airlines CO

Industrials
-1.99K
- 93.81%
$23.7 - $29.93 $47.1K - $59.5K
131 $3.88M
LOW
Lowes Companies Inc

Consumer Cyclical
-249
- 93.96%
$213.3 - $270.78 $53.1K - $67.4K
16 $4.33M
F
Ford Motor CO

Consumer Cyclical
-3.01K
- 94.21%
$9.71 - $14.55 $29.2K - $43.8K
185 $1.95M
LLY
Eli Lilly & CO

Healthcare
-34
- 22.67%
$772.14 - $960.02 $26.3K - $32.6K
116 $103M
NVO
Novo Nordisk A S

Healthcare
-203
- 57.83%
$119.07 - $145.42 $24.2K - $29.5K
148 $17.6M
DIS
Walt Disney CO

Communication Services
-295
- 23.77%
$85.6 - $98.61 $25.3K - $29.1K
946 $91M
HON
Honeywell International Inc

Industrials
-127
- 47.04%
$196.73 - $220.21 $25K - $28K
143 $29.6M
TSCO
Tractor Supply CO

Consumer Cyclical
-96
- 93.2%
$251.95 - $290.93 $24.2K - $27.9K
7 $2.04M
AFL
Aflac Inc

Financial Services
-300
- 85.23%
$88.52 - $111.8 $26.6K - $33.5K
52 $5.78M
ZBRA
Zebra Technologies Corp

Technology
-84
- 92.31%
$306.21 - $371.02 $25.7K - $31.2K
7 $2.59M
DE
Deere & CO

Industrials
-59
- 85.51%
$344.84 - $418.0 $20.3K - $24.7K
10 $4.17M
VZ
Verizon Communications Inc

Communication Services
-504
- 70.1%
$38.89 - $45.0 $19.6K - $22.7K
215 $9.66M
DUK
Duke Energy Corp

Utilities
-202
- 92.24%
$99.35 - $117.71 $20.1K - $23.8K
17 $1.96M
Activity Summary
Buys All Purchases 845 New Holdings 550 Increased Positions 295 Sells All Sells 240 Reductions 240 Sold out 0 Options Calls 0 Puts 0
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