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
LFMD
Life Md, Inc.

Healthcare
-738
- 84.05%
$4.08 - $7.1 $3.01K - $5.24K
140 $693K
BLBD
Blue Bird Corp

Consumer Cyclical
-78
- 82.11%
$36.37 - $46.1 $2.84K - $3.6K
17 $657K
EBAY
Ebay Inc

Consumer Cyclical
-57
- 58.76%
$57.51 - $67.17 $3.28K - $3.83K
40 $2.46M
BCRX
Biocryst Pharmaceuticals Inc

Healthcare
-502
- 63.62%
$7.03 - $8.43 $3.53K - $4.23K
287 $2.16M
HOV
Hovnanian Enterprises Inc

Consumer Cyclical
-18
- 90.0%
$132.63 - $210.23 $2.39K - $3.78K
2 $268K
YOU
Clear Secure, Inc.

Technology
-108
- 75.52%
$25.61 - $38.45 $2.77K - $4.15K
35 $933K
NTB
Bank Of N.T. Butterfield & Son LTD

Financial Services
-102
- 46.58%
$35.81 - $39.43 $3.65K - $4.02K
117 $4.28M
QRVO
Qorvo, Inc.

Technology
-36
- 94.74%
$65.6 - $104.58 $2.36K - $3.76K
2 $140K
BURL
Burlington Stores, Inc.

Consumer Cyclical
-15
- 65.22%
$242.7 - $295.49 $3.64K - $4.43K
8 $2.28M
INSW
International Seaways, Inc.

Energy
-41
- 27.89%
$32.46 - $54.3 $1.33K - $2.23K
106 $3.81M
TIMB
Tim S.A.

Communication Services
-217
- 99.09%
$11.71 - $17.19 $2.54K - $3.73K
2 $24K
HOLX
Hologic Inc

Healthcare
-43
- 72.88%
$70.76 - $83.72 $3.04K - $3.6K
16 $1.15M
GIB
Cgi Inc

Technology
-31
- 67.39%
$107.0 - $116.25 $3.32K - $3.6K
15 $1.64M
SBS
Companhia De Saneamento Basico Do Estado De Sao Paulo Sabesp

Utilities
-214
- 89.54%
$13.9 - $17.11 $2.97K - $3.66K
25 $359K
COMP
Compass, Inc.

Technology
-583
- 96.36%
$5.4 - $7.33 $3.15K - $4.27K
22 $129K
CTSH
Cognizant Technology Solutions Corp

Technology
-46
- 68.66%
$74.37 - $82.32 $3.42K - $3.79K
21 $1.62M
TREE
Lending Tree, Inc.

Financial Services
-54
- 72.97%
$38.27 - $62.0 $2.07K - $3.35K
20 $775K
STAA
Staar Surgical CO

Healthcare
-93
- 96.88%
$23.93 - $35.89 $2.23K - $3.34K
3 $73K
KR
Kroger CO

Consumer Defensive
-65
- 49.62%
$55.21 - $63.3 $3.59K - $4.11K
66 $4.04M
STX
Seagate Technology Holdings PLC

Technology
-29
- 70.73%
$86.31 - $112.64 $2.5K - $3.27K
12 $1.04M
MXL
Maxlinear Inc

Technology
-239
- 96.76%
$12.73 - $21.01 $3.04K - $5.02K
8 $159K
LOGI
Logitech International S.A.

Technology
-37
- 75.51%
$77.08 - $91.82 $2.85K - $3.4K
12 $989K
MED
Medifast Inc

Consumer Cyclical
-168
- 59.36%
$16.85 - $21.76 $2.83K - $3.66K
115 $2.03M
KOF
Coca Cola Femsa Sab De Cv

Consumer Defensive
-36
- 87.8%
$77.43 - $89.47 $2.79K - $3.22K
5 $390K
FF
Future Fuel Corp.

Basic Materials
-516
- 46.28%
$5.0 - $6.29 $2.58K - $3.25K
599 $3.17M
SNA
Snap On Inc

Industrials
-12
- 70.59%
$285.44 - $371.35 $3.43K - $4.46K
5 $1.7M
LANC
Lancaster Colony Corp

Consumer Defensive
-18
- 72.0%
$172.18 - $200.28 $3.1K - $3.61K
7 $1.21M
ASML
Asml Holding Nv

Technology
-1
- 5.88%
$658.43 - $872.27 $658 - $872
16 $11.1M
TFII
Tfi International Inc.

Industrials
-22
- 81.48%
$131.69 - $153.91 $2.9K - $3.39K
5 $676K
BBIO
Bridge Bio Pharma, Inc.

Healthcare
-124
- 59.62%
$22.35 - $29.5 $2.77K - $3.66K
84 $2.31M
FN
Fabrinet

Technology
-12
- 70.59%
$214.76 - $271.08 $2.58K - $3.25K
5 $1.1M
IAC
Iac/Inter Active Corp

Communication Services
-53
- 89.83%
$41.75 - $55.1 $2.21K - $2.92K
6 $259K
DFAS
Dimensional ETF Tr U S Small C

ETFs
-52
- 2.35%
$63.58 - $71.15 $3.31K - $3.7K
2.16K $140M
GCI
Gannett Co., Inc.

Communication Services
-510
- 93.07%
$4.68 - $5.81 $2.39K - $2.96K
38 $193K
ARDX
Ardelyx, Inc.

Healthcare
-405
- 88.62%
$4.49 - $6.85 $1.82K - $2.77K
52 $264K
KMB
Kimberly Clark Corp

Consumer Defensive
-18
- 47.37%
$130.37 - $146.09 $2.35K - $2.63K
20 $2.59M
AEYE
Audioeye Inc

Technology
-106
- 67.52%
$15.11 - $33.64 $1.6K - $3.57K
51 $776K
UVE
Universal Insurance Holdings, Inc.

Financial Services
-125
- 93.98%
$16.9 - $22.98 $2.11K - $2.87K
8 $169K
EVER
Ever Quote, Inc.

Communication Services
-128
- 75.74%
$16.8 - $21.02 $2.15K - $2.69K
41 $820K
AUPH
Aurinia Pharmaceuticals Inc.

Healthcare
-386
- 82.48%
$6.75 - $10.44 $2.61K - $4.03K
82 $737K
FOXA
Fox Corp

Communication Services
-69
- 62.16%
$41.35 - $49.99 $2.85K - $3.45K
42 $2.03M
EPAM
Epam Systems, Inc.

Technology
-25
- 27.17%
N/A
67 $15.7M
CI
Cigna Corp

Healthcare
-7
- 70.0%
$265.59 - $358.58 $1.86K - $2.51K
3 $895K
LPG
Dorian Lpg Ltd.

Energy
-70
- 86.42%
$22.69 - $36.35 $1.59K - $2.54K
11 $269K
NXPI
Nxp Semiconductors N.V.

Technology
-9
- 45.0%
$207.27 - $255.58 $1.87K - $2.3K
11 $2.29M
ASAN
Asana, Inc.

Technology
-273
- 78.22%
$11.17 - $27.52 $3.05K - $7.51K
76 $1.54M
STNG
Scorpio Tankers Inc.

Energy
-18
- 24.32%
$47.15 - $74.31 $849 - $1.34K
56 $2.78M
BVS
Bioventus Inc.

Healthcare
-206
- 96.26%
$10.5 - $13.71 $2.16K - $2.82K
8 $84K
HNST
Honest Company, Inc.

Consumer Cyclical
-750
- 89.29%
$3.36 - $8.57 $2.52K - $6.43K
90 $624K
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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