True Wealth Design, LLC Specialty Industrial Machinery

True Wealth Design, LLC

  • $284 Billion
  • Q2 2025

Stock List

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$306B
$268 Million 0.09% of portfolio
1,042
Q2 2025 Added 51.01%
$78.6B
$268 Million 0.09% of portfolio
2,012
Q2 2025 Reduced 6.55%
$96.6B
$251 Million 0.09% of portfolio
360
Q2 2025 Reduced 7.69%
$8.29B
$34.8 Million 0.01% of portfolio
485
Q2 2025 Added 63.85%
$9.05B
$29.2 Million 0.01% of portfolio
445
Q2 2025 Added 44,400.0%
$42.5B
$23.9 Million 0.01% of portfolio
132
Q2 2025 Added 38.95%
$145B
$23.9 Million 0.01% of portfolio
67
Q2 2025 Added 91.43%
$56.3B
$17.7 Million 0.01% of portfolio
54
Q2 2025 Reduced 77.69%
$7.29B
$17.3 Million 0.01% of portfolio
105
Q2 2025 Added 1,650.0%
$55.1B
$16.4 Million 0.01% of portfolio
29
Q2 2025 Added 16.0%
$4.46B
$14.6 Million 0.01% of portfolio
678
Q2 2025 Added 5,550.0%
$25B
$12.6 Million 0.0% of portfolio
69
Q2 2025 Added 360.0%
$6.9B
$11.5 Million 0.0% of portfolio
80
Q2 2025 Reduced 11.11%
$6.9B
$11.5 Million 0.0% of portfolio
500
Q2 2025 Added 40.85%
$4.46B
$11 Million 0.0% of portfolio
123
Q2 2025 New
$36.7B
$10.5 Million 0.0% of portfolio
106
Q2 2025 Added 9.28%
$17.5B
$8.83 Million 0.0% of portfolio
86
Q2 2025 Added 126.32%
$14B
$8.16 Million 0.0% of portfolio
52
Q2 2025 Reduced 25.71%
$80B
$7.56 Million 0.0% of portfolio
31
Q2 2025 Reduced 80.98%
$9.01B
$7.42 Million 0.0% of portfolio
107
Q2 2025 Added 48.61%
$14.4B
$6.79 Million 0.0% of portfolio
79
Q2 2025 Added 119.44%
$7.45B
$6.39 Million 0.0% of portfolio
26
Q2 2025 Added 420.0%
$1.63B
$5.66 Million 0.0% of portfolio
282
Q2 2025 Added 154.05%
$1.55B
$4.88 Million 0.0% of portfolio
63
Q2 2025 New
$1.62B
$3.89 Million 0.0% of portfolio
124
Q2 2025 Added 416.67%
$39.2B
$3.32 Million 0.0% of portfolio
10
Q1 2025 Added 66.67%
$6.95B
$2.25 Million 0.0% of portfolio
43
Q2 2025 Reduced 95.07%
$861M
$2.16 Million 0.0% of portfolio
77
Q2 2025 New
$12.3B
$1.93 Million 0.0% of portfolio
11
Q2 2025 Added 37.5%
$8.64B
$1.68 Million 0.0% of portfolio
10
Q2 2025 Added 11.11%
$31.6B
$1.66 Million 0.0% of portfolio
20
Q1 2025 Added 17.65%
$12.3B
$1.29 Million 0.0% of portfolio
6
Q2 2025 Reduced 25.0%
$9.51B
$1.16 Million 0.0% of portfolio
8
Q2 2025 Added 166.67%
$4.52B
$1.15 Million 0.0% of portfolio
4
Q2 2025 Reduced 20.0%
$4.01B
$842,000 0.0% of portfolio
7
Q2 2025 Added 133.33%
$533M
$793,000 0.0% of portfolio
16
Q2 2025 Reduced 51.52%
$340M
$778,000 0.0% of portfolio
24
Q2 2025 Added 14.29%
$1.64B
$468,000 0.0% of portfolio
14
Q2 2025 Added 75.0%
$1.11B
$331,000 0.0% of portfolio
9
Q2 2025 Added 28.57%
$3.97B
$318,000 0.0% of portfolio
1
Q2 2025 New
$6.71M
$287,000 0.0% of portfolio
333
Q2 2025 New
$1.6B
$257,000 0.0% of portfolio
7
Q2 2025 New
$12.7B
$144,000 0.0% of portfolio
1
Q2 2025 Reduced 66.67%
$4.22B
$97,000 0.0% of portfolio
4
Q2 2025 Added 100.0%
$336M
$61,000 0.0% of portfolio
5
Q2 2025 New
$11.1B
$54,000 0.0% of portfolio
1
Q1 2025 New
$123M
$9,000 0.0% of portfolio
1
Q2 2025 Reduced 75.0%
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