True Wealth Design, LLC Sells in Q4 2024

True Wealth Design, LLC

  • $258 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
PAG
Penske Automotive Group, Inc.

Consumer Cyclical
-175
- 39.06%
$150.51 - $170.38 $26.3K - $29.8K
273 $41.6M
COP
Conocophillips

Energy
-257
- 39.36%
$95.12 - $114.72 $24.4K - $29.5K
396 $39.3M
NXST
Nexstar Media Group, Inc.

Communication Services
-175
- 95.63%
$157.01 - $188.5 $27.5K - $33K
8 $1.26M
CAT
Caterpillar Inc

Industrials
-12
- 1.42%
$360.37 - $416.88 $4.32K - $5K
835 $303M
DKS
Dick'S Sporting Goods, Inc.

Consumer Cyclical
-136
- 90.67%
$193.7 - $235.05 $26.3K - $32K
14 $3.2M
DFSU
Dimensional ETF Tr Dimen Us Su
-812
- 21.83%
N/A
2.91K $110M
FNF
Fidelity National Financial, Inc.

Financial Services
-416
- 62.28%
$55.19 - $63.83 $23K - $26.6K
252 $14.1M
WDC
Western Digital Corp

Technology
-394
- 90.78%
$59.62 - $73.43 $23.5K - $28.9K
40 $2.39M
ARW
Arrow Electronics Inc

Technology
-200
- 85.47%
$112.44 - $137.23 $22.5K - $27.4K
34 $3.85M
ALGN
Align Technology Inc

Healthcare
-102
- 94.44%
$205.03 - $245.32 $20.9K - $25K
6 $1.25M
FCN
Fti Consulting, Inc

Industrials
-101
- 60.84%
$190.39 - $231.2 $19.2K - $23.4K
65 $12.4M
AXTA
Axalta Coating Systems Ltd.

Basic Materials
-628
- 61.63%
$34.01 - $41.29 $21.4K - $25.9K
391 $13.4M
Ferguson Enterprises Inc
-112
- 77.24%
N/A
33 $5.68M
UPS
United Parcel Service Inc

Industrials
-160
- 74.77%
$122.65 - $138.35 $19.6K - $22.1K
54 $6.75M
MOH
Molina Healthcare, Inc.

Healthcare
-57
- 54.81%
$274.73 - $341.91 $15.7K - $19.5K
47 $13.7M
CBSH
Commerce Bancshares Inc

Financial Services
-388
- 49.49%
$57.04 - $74.36 $22.1K - $28.9K
396 $24.7M
NSC
Norfolk Southern Corp

Industrials
-86
- 90.53%
$230.6 - $277.0 $19.8K - $23.8K
9 $2.11M
AVUS
American Centy ETF Tr Avantis

ETFs
-605
- 2.89%
$94.36 - $102.06 $57.1K - $61.7K
20.3K $1.97B
EIX
Edison International

Utilities
-210
- 33.28%
$77.93 - $88.36 $16.4K - $18.6K
421 $33.6M
AMKR
Amkor Technology, Inc.

Technology
-674
- 94.8%
$25.13 - $31.61 $16.9K - $21.3K
37 $951K
LOPE
Grand Canyon Education, Inc.

Consumer Defensive
-156
- 70.27%
$131.85 - $172.52 $20.6K - $26.9K
66 $10.8M
IRM
Iron Mountain Inc

Real Estate
-97
- 13.49%
$101.62 - $128.14 $9.86K - $12.4K
622 $65.4M
TER
Teradyne, Inc

Technology
-145
- 94.16%
$102.58 - $133.62 $14.9K - $19.4K
9 $1.13M
ZTS
Zoetis Inc.

Healthcare
-95
- 80.51%
$162.24 - $194.42 $15.4K - $18.5K
23 $3.77M
FQAL
Fidelity Covington Tr Quality

ETFs
-313
- 7.16%
$64.43 - $68.47 $20.2K - $21.4K
4.06K $266M
WU
Western Union CO

Financial Services
-1.44K
- 67.91%
$10.52 - $11.94 $15.1K - $17.2K
680 $7.21M
VTV
Vanguard Value ETF

ETFs
-93
- 24.28%
$168.32 - $181.87 $15.7K - $16.9K
290 $49.1M
GL
Globe Life Inc.

Financial Services
-173
- 31.0%
$103.49 - $116.02 $17.9K - $20.1K
385 $42.9M
OLED
Universal Display Corp Pa

Technology
-36
- 21.18%
$146.2 - $213.81 $5.26K - $7.7K
134 $19.6M
REYN
Reynolds Consumer Products Inc.

Consumer Cyclical
-450
- 47.82%
$26.77 - $30.82 $12K - $13.9K
491 $13.3M
EXAS
Exact Sciences Corp

Healthcare
-216
- 80.3%
$49.33 - $71.97 $10.7K - $15.5K
53 $2.98M
Cooper Cos Inc
-136
- 90.67%
N/A
14 $1.29M
LNW
Light & Wonder, Inc.

Consumer Cyclical
-161
- 51.94%
$85.22 - $103.55 $13.7K - $16.7K
149 $12.9M
S
Sentinel One, Inc.

Technology
-620
- 86.83%
$22.05 - $28.68 $13.7K - $17.8K
94 $2.09M
PLTK
Playtika Holding Corp.

Communication Services
-1.7K
- 55.7%
$6.72 - $8.62 $11.5K - $14.7K
1.36K $9.4M
CGNX
Cognex Corp

Technology
-355
- 85.13%
$35.61 - $43.05 $12.6K - $15.3K
62 $2.22M
PLD
Prologis, Inc.

Real Estate
-79
- 35.75%
$101.4 - $126.96 $8.01K - $10K
142 $15M
KHC
Kraft Heinz CO

Consumer Defensive
-347
- 90.36%
$30.1 - $36.02 $10.4K - $12.5K
37 $1.14M
MAS
Masco Corp

Industrials
-145
- 90.63%
$72.52 - $85.73 $10.5K - $12.4K
15 $1.09M
PINC
Premier, Inc.

Healthcare
-609
- 91.17%
$19.08 - $23.34 $11.6K - $14.2K
59 $1.25M
TXT
Textron Inc

Industrials
-104
- 35.37%
$75.82 - $90.32 $7.89K - $9.39K
190 $14.5M
TRV
Travelers Companies, Inc.

Financial Services
-53
- 30.46%
$225.97 - $266.66 $12K - $14.1K
121 $29.2M
FRPT
Freshpet, Inc.

Consumer Defensive
-86
- 66.15%
$132.54 - $156.76 $11.4K - $13.5K
44 $6.52M
NKE
Nike, Inc.

Consumer Cyclical
-97
- 31.7%
$73.36 - $89.13 $7.12K - $8.65K
209 $15.9M
PSN
Parsons Corp

Industrials
-83
- 28.72%
$92.25 - $113.31 $7.66K - $9.4K
206 $19M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-16
- 57.14%
$501.29 - $612.85 $8.02K - $9.81K
12 $6.47M
MPWR
Monolithic Power Systems Inc

Technology
-11
- 91.67%
$560.06 - $942.58 $6.16K - $10.4K
1 $450K
TGT
Target Corp

Consumer Defensive
-60
- 54.55%
$121.59 - $160.69 $7.3K - $9.64K
50 $6.7M
NTAP
Net App, Inc.

Technology
-66
- 18.75%
$115.31 - $131.11 $7.61K - $8.65K
286 $33.2M
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
Track This Portfolio

Track True Wealth Design, LLC Portfolio

Follow True Wealth Design, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of True Wealth Design, LLC, based on Form 13F filings with the SEC.

News

Stay updated on True Wealth Design, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email