True Wealth Design, LLC Software—Application

True Wealth Design, LLC

  • $327 Billion
  • Q3 2025

Stock List

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$2.38B
$1.81 Million 0.0% of portfolio
42
Q2 2025 Added 5.0%
$1.23B
$1.67 Million 0.0% of portfolio
216
Q3 2025 Reduced 67.62%
$19.5B
$1.57 Million 0.0% of portfolio
3
Q3 2025 Reduced 62.5%
$1.37B
$1.55 Million 0.0% of portfolio
181
Q3 2025 Added 503.33%
$711M
$1.33 Million 0.0% of portfolio
124
Q3 2025 Added 65.33%
$8.96B
$1.2 Million 0.0% of portfolio
32
Q3 2025 Added 28.0%
$8.47B
$1.16 Million 0.0% of portfolio
8
Q3 2025 New
$3.25B
$1.16 Million 0.0% of portfolio
11
Q1 2025 New
$825M
$1.07 Million 0.0% of portfolio
139
Q3 2025 Reduced 30.85%
$403M
$1.03 Million 0.0% of portfolio
159
Q3 2025 Reduced 15.87%
$1.59B
$1 Million 0.0% of portfolio
75
Q2 2025 Reduced 89.3%
$2.43B
$995,000 0.0% of portfolio
14
Q3 2025 Added 100.0%
$3.16B
$994,000 0.0% of portfolio
50
Q2 2025 New
$551M
$931,000 0.0% of portfolio
2
Q1 2025 New
$1.71B
$930,000 0.0% of portfolio
79
Q3 2025 Added 49.06%
$3.25B
$901,000 0.0% of portfolio
14
Q3 2025 Added 1,300.0%
$11B
$841,000 0.0% of portfolio
21
Q2 2025 Reduced 97.2%
$5B
$827,000 0.0% of portfolio
3
Q2 2025 Reduced 98.42%
$20.1B
$825,000 0.0% of portfolio
137
Q3 2025 New
$401M
$723,000 0.0% of portfolio
74
Q3 2025 Added 29.82%
$7.02B
$582,000 0.0% of portfolio
3
Q3 2025 New
$3.03B
$501,000 0.0% of portfolio
15
Q3 2025 New
$3.88B
$434,000 0.0% of portfolio
54
Q3 2025 New
$3.84B
$430,000 0.0% of portfolio
7
Q2 2025 New
$3.26B
$425,000 0.0% of portfolio
8
Q1 2025 New
$7.07B
$377,000 0.0% of portfolio
4
Q1 2025 Reduced 20.0%
$499M
$372,000 0.0% of portfolio
58
Q3 2025 Reduced 63.52%
$292M
$298,000 0.0% of portfolio
42
Q3 2025 Reduced 64.1%
$213M
$279,000 0.0% of portfolio
38
Q3 2025 Reduced 63.81%
$1.08B
$272,000 0.0% of portfolio
24
Q2 2025 Added 300.0%
$81M
$268,000 0.0% of portfolio
231
Q3 2025 Added 8.96%
$137M
$139,000 0.0% of portfolio
10
Q2 2025 Reduced 87.95%
$202M
$135,000 0.0% of portfolio
5
Q3 2025 New
$285M
$134,000 0.0% of portfolio
95
Q3 2025 Reduced 67.24%
$667M
$132,000 0.0% of portfolio
36
Q3 2025 Reduced 92.9%
$360M
$105,000 0.0% of portfolio
12
Q3 2025 Added 20.0%
$266M
$81,000 0.0% of portfolio
14
Q3 2025 Added 100.0%
$148M
$70,000 0.0% of portfolio
8
Q3 2025 Reduced 82.61%
$104M
$65,000 0.0% of portfolio
35
Q3 2025 New
$2.33B
$58,000 0.0% of portfolio
3
Q3 2025 New
$1.58B
$58,000 0.0% of portfolio
8
Q3 2025 Reduced 27.27%
$5.32B
$53,000 0.0% of portfolio
1
Q2 2025 Reduced 66.67%
$333M
$44,000 0.0% of portfolio
10
Q3 2025 New
$471M
$39,000 0.0% of portfolio
3
Q3 2025 Reduced 94.92%
$2.83B
$28,000 0.0% of portfolio
1
Q2 2025 New
$80.2M
$19,000 0.0% of portfolio
15
Q3 2025 Reduced 66.67%
$83.3M
$13,000 0.0% of portfolio
1
Q3 2025 Reduced 95.0%
$1.06B
$10,000 0.0% of portfolio
3
Q3 2025 Reduced 99.36%
$409M
$9,000 0.0% of portfolio
1
Q1 2025 New
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