True Wealth Design, LLC Sells in Q1 2025

True Wealth Design, LLC

  • $263 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-22.8K
- 1.54%
$32.42 - $36.13 $739K - $824K
1.46M $48.1B
AVUV
American Centy ETF Tr Avantis

ETFs
-1.2K
- 1.28%
$84.95 - $100.62 $102K - $121K
92.6K $8.07B
DUHP
Dimensional ETF Tr Dimensional

ETFs
-7.45K
- 0.97%
$32.57 - $35.82 $243K - $267K
763K $25.3B
DFAT
Dimensional ETF Tr U S Target

ETFs
-4.87K
- 8.43%
$50.44 - $58.1 $246K - $283K
52.9K $2.72B
VTI
Vanguard Total Stock Market Et

ETFs
-433
- 6.61%
$271.18 - $303.12 $117K - $131K
6.12K $1.68B
DFUS
Dimensional ETF Tr U S Equity

ETFs
-1.21K
- 2.84%
$59.61 - $66.71 $72K - $80.6K
41.4K $2.5B
CMCSA
Comcast Corp

Communication Services
-3.27K
- 79.9%
$33.19 - $38.23 $108K - $125K
822 $30.3M
HPE
Hewlett Packard Enterprise CO

Technology
-4.48K
- 98.22%
$14.77 - $24.42 $66.1K - $109K
81 $1.25M
APPF
Appfolio Inc

Technology
-362
- 65.58%
$206.66 - $260.64 $74.8K - $94.4K
190 $41.8M
KMX
Carmax Inc

Consumer Cyclical
-915
- 91.87%
$69.25 - $89.19 $63.4K - $81.6K
81 $6.31M
MRK
Merck & Co., Inc.

Healthcare
-683
- 79.6%
$83.01 - $101.02 $56.7K - $69K
175 $15.7M
SAM
Boston Beer CO Inc

Consumer Defensive
-225
- 96.98%
$219.16 - $301.26 $49.3K - $67.8K
7 $1.67M
PNR
Pentair PLC

Industrials
-664
- 94.59%
$84.0 - $105.35 $55.8K - $70K
38 $3.33M
VMC
Vulcan Materials CO

Basic Materials
-251
- 81.76%
$220.9 - $277.54 $55.4K - $69.7K
56 $13.1M
ILMN
Illumina, Inc.

Healthcare
-458
- 84.5%
$79.34 - $144.22 $36.3K - $66.1K
84 $6.66M
CCL
Carnival Corp

Consumer Cyclical
-2.21K
- 68.67%
$19.08 - $28.49 $42.1K - $62.9K
1.01K $19.7M
EME
Emcor Group, Inc.

Industrials
-127
- 95.49%
$361.16 - $535.99 $45.9K - $68.1K
6 $2.22M
NBIX
Neurocrine Biosciences Inc

Healthcare
-418
- 94.14%
$107.22 - $153.29 $44.8K - $64.1K
26 $2.88M
IVZ
Invesco Ltd.

Financial Services
-2.99K
- 57.67%
$14.82 - $19.34 $44.3K - $57.8K
2.19K $33.3M
UTHR
United Therapeutics Corp

Healthcare
-151
- 94.97%
$304.42 - $380.78 $46K - $57.5K
8 $2.47M
RHI
Robert Half International Inc.

Industrials
-713
- 78.52%
$51.96 - $71.3 $37K - $50.8K
195 $10.6M
BEN
Franklin Resources Inc

Financial Services
-2.58K
- 97.8%
$18.92 - $22.24 $48.9K - $57.4K
58 $1.12M
ETN
Eaton Corp PLC

Industrials
-146
- 80.66%
$271.83 - $371.23 $39.7K - $54.2K
35 $9.47M
WHR
Whirlpool Corp

Consumer Cyclical
-430
- 96.85%
$88.58 - $133.14 $38.1K - $57.3K
14 $1.26M
DINO
Hf Sinclair Corp

Energy
-1.37K
- 79.21%
$30.66 - $38.48 $42.1K - $52.8K
360 $11.8M
TFC
Truist Financial Corp

Financial Services
-1.11K
- 90.1%
$39.48 - $48.15 $43.8K - $53.4K
122 $5M
TFX
Teleflex Inc

Healthcare
-268
- 98.89%
$130.79 - $183.66 $35.1K - $49.2K
3 $415K
RMD
Resmed Inc

Healthcare
-206
- 80.78%
$219.7 - $257.65 $45.3K - $53.1K
49 $10.9M
MTDR
Matador Resources CO

Energy
-826
- 97.41%
$44.79 - $63.77 $37K - $52.7K
22 $1.12M
A
Agilent Technologies, Inc.

Healthcare
-336
- 94.65%
$116.69 - $152.6 $39.2K - $51.3K
19 $2.26M
MEDP
Medpace Holdings, Inc.

Healthcare
-120
- 46.51%
$304.69 - $360.97 $36.6K - $43.3K
138 $42M
TAP
Molson Coors Beverage CO

Consumer Defensive
-778
- 65.0%
$52.44 - $62.91 $40.8K - $48.9K
419 $25.5M
BBY
Best Buy CO Inc

Consumer Cyclical
-476
- 86.7%
$70.3 - $91.1 $33.5K - $43.4K
73 $5.37M
SQ
Block, Inc.

Technology
-484
- 96.41%
$54.04 - $92.95 $26.2K - $45K
18 $951K
BRBR
Bellring Brands, Inc.

Consumer Defensive
-541
- 35.18%
$65.4 - $79.39 $35.4K - $42.9K
997 $74.2M
BRKR
Bruker Corp

Healthcare
-706
- 99.16%
$41.74 - $62.95 $29.5K - $44.4K
6 $251K
EVR
Evercore Inc.

Financial Services
-133
- 86.93%
$190.28 - $291.27 $25.3K - $38.7K
20 $4M
SAIC
Science Applications International Corp

Technology
-343
- 80.33%
$95.77 - $119.82 $32.8K - $41.1K
84 $9.43M
AYI
Acuity Brands Inc

Industrials
-129
- 89.58%
$257.8 - $337.07 $33.3K - $43.5K
15 $3.95M
GWRE
Guidewire Software, Inc.

Technology
-269
- 39.73%
$166.74 - $218.22 $44.9K - $58.7K
408 $76.4M
FICO
Fair Isaac Corp

Technology
-18
- 85.71%
$1695.35 - $2030.47 $30.5K - $36.5K
3 $5.53M
INSP
Inspire Medical Systems, Inc.

Healthcare
-194
- 98.98%
$157.24 - $215.42 $30.5K - $41.8K
2 $319K
BAH
Booz Allen Hamilton Holding Corp

Industrials
-274
- 94.48%
$102.72 - $143.06 $28.1K - $39.2K
16 $1.67M
PNC
Pnc Financial Services Group, Inc.

Financial Services
-183
- 91.04%
$168.84 - $202.89 $30.9K - $37.1K
18 $3.15M
WING
Wingstop Inc.

Consumer Cyclical
-120
- 85.11%
$207.0 - $311.93 $24.8K - $37.4K
21 $4.74M
POST
Post Holdings, Inc.

Consumer Defensive
-304
- 78.96%
$104.57 - $116.92 $31.8K - $35.5K
81 $9.43M
TROW
Price T Rowe Group Inc

Financial Services
-298
- 87.13%
$91.57 - $116.93 $27.3K - $34.8K
44 $4.01M
TT
Trane Technologies PLC

Industrials
-88
- 59.06%
$332.0 - $400.86 $29.2K - $35.3K
61 $20.5M
CAT
Caterpillar Inc

Industrials
-20
- 2.4%
$326.75 - $407.63 $6.54K - $8.15K
815 $269M
Activity Summary
Buys All Purchases 2154 New Holdings 1347 Increased Positions 807 Sells All Sells 381 Reductions 381 Sold out 0 Options Calls 0 Puts 0
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