True Wealth Design, LLC Reduced Holdings in Q4 2024

True Wealth Design, LLC

  • $258 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
TWST
Twist Bioscience Corp

Healthcare
-226
- 96.58%
$36.89 - $52.7 $8.34K - $11.9K
8 $372K
ATI
Allegheny Technologies Inc

Industrials
-150
- 99.34%
$52.71 - $65.96 $7.91K - $9.89K
1 $56K
AEO
American Eagle Outfitters Inc

Consumer Cyclical
-415
- 85.74%
$16.36 - $22.16 $6.79K - $9.2K
69 $1.15M
NSSC
Napco Security Technologies, Inc

Industrials
-233
- 97.49%
$34.51 - $42.2 $8.04K - $9.83K
6 $214K
IVW
Ishares S&P 500 Growth ETF

ETFs
-126
- 20.1%
$94.43 - $105.47 $11.9K - $13.3K
501 $50.9M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-40
- 61.54%
$209.89 - $233.24 $8.4K - $9.33K
25 $5.35M
ADM
Archer Daniels Midland CO

Consumer Defensive
-149
- 93.71%
$49.38 - $59.52 $7.36K - $8.87K
10 $495K
DOW
Dow Inc.

Basic Materials
-153
- 82.7%
$39.1 - $55.34 $5.98K - $8.47K
32 $1.27M
KEX
Kirby Corp

Industrials
-69
- 80.23%
$104.14 - $130.55 $7.19K - $9.01K
17 $1.8M
BLDR
Builders First Source, Inc.

Industrials
-38
- 65.52%
$142.93 - $198.25 $5.43K - $7.53K
20 $2.86M
REVG
Rev Group, Inc.

Industrials
-300
- 93.46%
$26.35 - $35.23 $7.91K - $10.6K
21 $670K
LAMR
Lamar Advertising CO

Real Estate
-61
- 88.41%
$121.37 - $138.11 $7.4K - $8.42K
8 $974K
Cava Group Inc
-63
- 70.79%
N/A
26 $2.93M
VRNT
Verint Systems Inc

Technology
-313
- 99.05%
N/A
3 $83K
LEG
Leggett & Platt Inc

Consumer Cyclical
-488
- 65.59%
$9.5 - $13.67 $4.64K - $6.67K
256 $2.46M
NBIX
Neurocrine Biosciences Inc

Healthcare
-148
- 25.0%
$111.62 - $139.44 $16.5K - $20.6K
444 $60.6M
VRNS
Varonis Systems Inc

Technology
-124
- 72.94%
$43.91 - $60.0 $5.44K - $7.44K
46 $2.04M
STRA
Strategic Education, Inc.

Consumer Defensive
-81
- 79.41%
$85.85 - $101.62 $6.95K - $8.23K
21 $1.96M
AR
Antero Resources Corp

Energy
-396
- 37.93%
$25.54 - $35.52 $10.1K - $14.1K
648 $22.7M
INDB
Independent Bank Corp

Financial Services
-120
- 98.36%
$56.88 - $74.97 $6.83K - $9K
2 $129K
JNPR
Juniper Networks Inc

Technology
-181
- 96.28%
$35.08 - $39.26 $6.35K - $7.11K
7 $263K
ENTG
Entegris Inc

Technology
-61
- 88.41%
$97.67 - $112.92 $5.96K - $6.89K
8 $793K
REX
Rex American Resources Corp

Basic Materials
-148
- 96.73%
$39.67 - $49.04 $5.87K - $7.26K
5 $209K
JRVR
James River Group Holdings, Ltd.

Financial Services
-1.04K
- 84.36%
$4.42 - $7.17 $4.58K - $7.43K
192 $936K
BPOP
Popular, Inc.

Financial Services
-66
- 75.0%
$88.46 - $102.59 $5.84K - $6.77K
22 $2.07M
ALNY
Alnylam Pharmaceuticals, Inc.

Healthcare
-2
- 1.3%
$232.27 - $300.43 $465 - $601
152 $35.8M
LYB
Lyondell Basell Industries N.V.

Basic Materials
-65
- 83.33%
$72.97 - $96.75 $4.74K - $6.29K
13 $966K
WDAY
Workday, Inc.

Technology
-31
- 21.23%
$233.85 - $279.91 $7.25K - $8.68K
115 $29.8M
ADMA
Adma Biologics, Inc.

Healthcare
-287
- 95.35%
$15.62 - $22.62 $4.48K - $6.49K
14 $241K
ERII
Energy Recovery, Inc.

Industrials
-305
- 97.13%
$14.66 - $19.93 $4.47K - $6.08K
9 $133K
Grail Inc
-440
- 66.17%
N/A
225 $4.02M
RIO
Rio Tinto PLC

Basic Materials
-60
- 54.55%
$58.59 - $71.15 $3.52K - $4.27K
50 $2.94M
AMAT
Applied Materials Inc

Technology
-17
- 33.33%
$161.44 - $213.89 $2.74K - $3.64K
34 $5.58M
QCOM
Qualcomm Inc

Technology
-23
- 33.33%
$150.4 - $178.04 $3.46K - $4.09K
46 $7.02M
VCYT
Veracyte, Inc.

Healthcare
-154
- 60.63%
$31.92 - $44.4 $4.92K - $6.84K
100 $3.96M
UTHR
United Therapeutics Corp

Healthcare
-10
- 5.92%
$348.66 - $410.0 $3.49K - $4.1K
159 $56.1M
TTE
Total Energies Se

Energy
-65
- 72.22%
N/A
25 $1.36M
Gsk PLC
-89
- 47.85%
N/A
97 $3.28M
UMC
United Microelectronics Corp

Technology
-403
- 46.54%
$6.34 - $8.35 $2.56K - $3.37K
463 $3.01M
HOUS
Anywhere Real Estate Inc.

Real Estate
-477
- 31.46%
$3.31 - $5.43 $1.58K - $2.59K
1.04K $3.43M
DELL
Dell Technologies Inc.

Technology
-29
- 11.03%
$111.96 - $144.21 $3.25K - $4.18K
234 $26.9M
DGX
Quest Diagnostics Inc

Healthcare
-24
- 18.32%
N/A
107 $16.1M
UL
Unilever PLC

Consumer Defensive
-49
- 30.82%
$56.7 - $64.64 $2.78K - $3.17K
110 $6.24M
WFG
West Fraser Timber Co., LTD

Basic Materials
-41
- 91.11%
$84.65 - $101.14 $3.47K - $4.15K
4 $347K
TLK
Perusahaan Perseroan Persero Pt Telekomunikasi Indonesia Tbk

Communication Services
-202
- 94.84%
$15.45 - $19.82 $3.12K - $4K
11 $181K
ACMR
Acm Research, Inc.

Technology
-185
- 79.74%
$14.1 - $23.6 $2.61K - $4.37K
47 $710K
SKM
Sk Telecom CO LTD

Communication Services
-163
- 84.9%
$21.04 - $24.27 $3.43K - $3.96K
29 $611K
DOX
Amdocs LTD

Technology
-45
- 90.0%
$82.94 - $92.86 $3.73K - $4.18K
5 $426K
WULF
Terawulf Inc.

Financial Services
-856
- 92.74%
$3.82 - $8.82 $3.27K - $7.55K
67 $380K
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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