True Wealth Design, LLC Software—Application

True Wealth Design, LLC

  • $263 Billion
  • Q1 2025

Stock List

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$804M
$2.21 Million 0.0% of portfolio
217
Q1 2025 New
$741M
$2.17 Million 0.0% of portfolio
413
Q1 2025 New
$20.3B
$2.02 Million 0.0% of portfolio
13
Q1 2025 Added 85.71%
$131B
$1.62 Million 0.0% of portfolio
17
Q1 2025 Reduced 5.56%
$2.52B
$1.53 Million 0.0% of portfolio
175
Q1 2025 Added 695.45%
$1.4B
$1.34 Million 0.0% of portfolio
110
Q1 2025 Added 5,400.0%
$3.71B
$1.3 Million 0.0% of portfolio
5
Q1 2025 Added 150.0%
$1.5B
$1.17 Million 0.0% of portfolio
64
Q1 2025 Reduced 8.57%
$1.57B
$1.08 Million 0.0% of portfolio
40
Q1 2025 New
$157M
$922,000 0.0% of portfolio
83
Q1 2025 Added 62.75%
$2.07B
$798,000 0.0% of portfolio
11
Q1 2025 New
$556M
$796,000 0.0% of portfolio
2
Q1 2025 New
$13.3B
$748,000 0.0% of portfolio
19
Q1 2025 Added 35.71%
$764M
$746,000 0.0% of portfolio
39
Q1 2025 New
$2.92B
$668,000 0.0% of portfolio
12
Q1 2025 Added 1,100.0%
$2.39B
$619,000 0.0% of portfolio
25
Q1 2025 Reduced 95.87%
$1.38B
$501,000 0.0% of portfolio
27
Q1 2025 New
$187M
$492,000 0.0% of portfolio
29
Q1 2025 New
$33.9B
$445,000 0.0% of portfolio
8
Q1 2025 Reduced 50.0%
$15.6B
$437,000 0.0% of portfolio
2
Q1 2025 New
$943M
$429,000 0.0% of portfolio
71
Q1 2025 New
$9.88B
$409,000 0.0% of portfolio
7
Q1 2025 Added 250.0%
$428M
$405,000 0.0% of portfolio
49
Q1 2025 New
$9.56B
$404,000 0.0% of portfolio
4
Q1 2025 Reduced 20.0%
$3.28B
$388,000 0.0% of portfolio
8
Q1 2025 New
$2.69B
$361,000 0.0% of portfolio
7
Q1 2025 New
$1.28B
$331,000 0.0% of portfolio
25
Q1 2025 New
$4.29B
$320,000 0.0% of portfolio
10
Q1 2025 New
$960M
$309,000 0.0% of portfolio
37
Q1 2025 New
$380M
$306,000 0.0% of portfolio
53
Q1 2025 New
$676M
$301,000 0.0% of portfolio
8
Q1 2025 New
$170M
$299,000 0.0% of portfolio
247
Q1 2025 New
$244M
$295,000 0.0% of portfolio
72
Q1 2025 New
$493M
$293,000 0.0% of portfolio
32
Q1 2025 New
$262M
$281,000 0.0% of portfolio
54
Q1 2025 New
$7.49B
$278,000 0.0% of portfolio
11
Q1 2025 Reduced 15.38%
$2.78B
$263,000 0.0% of portfolio
10
Q1 2025 Added 11.11%
$260M
$258,000 0.0% of portfolio
34
Q1 2025 New
$5.17B
$241,000 0.0% of portfolio
3
Q1 2025 Reduced 50.0%
$2.68B
$232,000 0.0% of portfolio
39
Q1 2025 New
$549M
$176,000 0.0% of portfolio
356
Q1 2025 New
$2.46B
$144,000 0.0% of portfolio
256
Q1 2025 New
$4.89B
$138,000 0.0% of portfolio
3
Q1 2025 New
$813M
$90,000 0.0% of portfolio
45
Q1 2025 New
$104M
$64,000 0.0% of portfolio
56
Q1 2025 New
$1.3B
$56,000 0.0% of portfolio
6
Q1 2025 New
$1.38B
$54,000 0.0% of portfolio
2
Q1 2025 New
$164M
$39,000 0.0% of portfolio
8
Q1 2025 New
$155M
$37,000 0.0% of portfolio
26
Q1 2025 New
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