True Wealth Design, LLC Purchases in Q1 2025

True Wealth Design, LLC

  • $263 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
Ea Series Trust
8.23K
+ 1.46%
N/A
573K $63.9B
COP
Conocophillips

Energy
2.84K
+ 716.41%
$88.6 - $105.85 $251K - $300K
3.23K $340M
WOR
Worthington Industries Inc

Industrials
5.94K
New
$38.95 - $51.6 $231K - $307K
5.94K $298M
AVUS
American Centy ETF Tr Avantis

ETFs
3.64K
+ 17.88%
$90.7 - $101.57 $330K - $369K
24K $2.21B
Worthington Stl Inc
6.3K
New
N/A
6.3K $160M
DFSU
Dimensional ETF Tr Dimen Us Su
4.06K
+ 139.56%
N/A
6.96K $249M
MOH
Molina Healthcare, Inc.

Healthcare
391
+ 831.91%
$266.57 - $333.27 $104K - $130K
438 $144M
AVSU
American Centy ETF Tr Avantis

ETFs
1.69K
New
$61.4 - $69.08 $103K - $116K
1.69K $105M
HUM
Humana Inc

Healthcare
391
+ 514.47%
$249.11 - $303.11 $97.4K - $119K
467 $124M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
5.1K
New
$18.36 - $20.51 $93.6K - $105K
5.1K $101M
PSX
Phillips 66

Energy
785
+ 3270.83%
$113.93 - $131.55 $89.4K - $103K
809 $99.9M
EMR
Emerson Electric CO

Industrials
1.03K
+ 91.72%
$108.64 - $131.17 $112K - $135K
2.15K $236M
MSCI
Msci Inc.

Financial Services
174
+ 223.08%
$541.46 - $628.34 $94.2K - $109K
252 $143M
JCI
Johnson Controls International PLC

Industrials
1.16K
+ 2979.49%
$76.12 - $90.6 $88.5K - $105K
1.2K $96.2M
RBLX
Roblox Corp

Communication Services
1.54K
+ 113.4%
$53.77 - $75.47 $82.8K - $116K
2.9K $169M
APH
Amphenol Corp

Technology
1.39K
+ 989.29%
$61.62 - $78.55 $85.3K - $109K
1.53K $100M
BMRN
Biomarin Pharmaceutical Inc

Healthcare
1.24K
+ 1168.87%
$61.25 - $72.83 $75.9K - $90.2K
1.35K $95.1M
VB
Vanguard Small Cap ETF

ETFs
392
New
$217.89 - $252.64 $85.4K - $99K
392 $86.9M
MLM
Martin Marietta Materials Inc

Basic Materials
177
+ 5900.0%
$460.39 - $552.64 $81.5K - $97.8K
180 $86.1M
Arista Networks Inc
1.32K
+ 227.93%
N/A
1.9K $147M
MUB
Ishares National Muni Bond ETF

ETFs
784
New
$104.71 - $107.69 $82.1K - $84.4K
784 $82.7M
VIG
Vanguard Dividend Appreciation

ETFs
425
+ 425.0%
N/A
525 $102M
PCG
Pg&E Corp

Utilities
5.11K
+ 279.47%
$15.16 - $20.4 $77.4K - $104K
6.93K $119M
AVSD
American Centy ETF Tr Avantis

ETFs
1.36K
+ 766.67%
$54.89 - $62.11 $74.5K - $84.3K
1.53K $92M
DASH
Door Dash, Inc.

Communication Services
433
+ 260.84%
$168.37 - $213.38 $72.9K - $92.4K
599 $110M
ADSK
Autodesk, Inc.

Technology
309
+ 2575.0%
N/A
321 $84M
QCOM
Qualcomm Inc

Technology
515
+ 1119.57%
$151.94 - $175.86 $78.2K - $90.6K
561 $86.1M
TER
Teradyne, Inc

Technology
961
+ 10677.78%
$82.6 - $140.0 $79.4K - $135K
970 $80.1M
EIX
Edison International

Utilities
1.47K
+ 350.12%
$50.06 - $80.01 $73.8K - $118K
1.9K $112M
CVS
Cvs Health Corp

Healthcare
1.04K
+ 2308.89%
$44.22 - $68.64 $45.9K - $71.3K
1.08K $73.5M
ETSY
Etsy Inc

Consumer Cyclical
1.58K
+ 286.21%
$44.4 - $57.29 $70K - $90.3K
2.13K $100M
BWXT
Bwx Technologies, Inc.

Industrials
993
+ 46.95%
$96.59 - $128.46 $95.9K - $128K
3.11K $307M
SBAC
Sba Communications Corp

Real Estate
313
+ 665.96%
$192.76 - $224.91 $60.3K - $70.4K
360 $79.3M
NOC
Northrop Grumman Corp

Industrials
132
+ 694.74%
$433.45 - $513.82 $57.2K - $67.8K
151 $77.4M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
91
+ 36.4%
$442.66 - $534.52 $40.3K - $48.6K
341 $182M
JNJ
Johnson & Johnson

Healthcare
254
+ 20.73%
$142.06 - $167.7 $36.1K - $42.6K
1.48K $245M
AVSE
American Centy ETF Tr Avantis

ETFs
1.29K
+ 77.85%
$48.73 - $53.38 $62.7K - $68.6K
2.94K $151M
AIG
American International Group, Inc.

Financial Services
579
+ 55.62%
$70.5 - $86.94 $40.8K - $50.3K
1.62K $141M
VRSN
Verisign Inc

Technology
146
+ 25.48%
$205.1 - $254.74 $29.9K - $37.2K
719 $183M
NVDA
Nvidia Corp

Technology
1.36K
+ 40.66%
$106.98 - $149.43 $146K - $203K
4.71K $510M
KNX
Knight Swift Transportation Holdings Inc.

Industrials
1.39K
+ 69600.0%
$43.49 - $58.8 $60.5K - $81.8K
1.39K $60.6M
GM
General Motors CO

Consumer Cyclical
1.39K
+ 122.77%
$45.22 - $54.92 $62.9K - $76.4K
2.52K $119M
UPS
United Parcel Service Inc

Industrials
523
+ 968.52%
$109.66 - $136.26 $57.4K - $71.3K
577 $63.4M
DKNG
Draft Kings Inc.

Consumer Cyclical
1.69K
New
$33.21 - $53.49 $56.1K - $90.3K
1.69K $56.1M
IQV
Iqvia Holdings Inc.

Healthcare
325
+ 391.57%
$176.3 - $209.96 $57.3K - $68.2K
408 $71.9M
META
Meta Platforms, Inc.

Communication Services
98
+ 86.73%
$576.36 - $736.67 $56.5K - $72.2K
211 $122M
ACI
Albertsons Companies, Inc.

Consumer Defensive
2.41K
+ 6336.84%
$19.58 - $22.02 $47.1K - $53K
2.45K $53.8M
OSK
Oshkosh Corp

Industrials
526
+ 17533.33%
$89.56 - $116.4 $47.1K - $61.2K
529 $49.8M
LYB
Lyondell Basell Industries N.V.

Basic Materials
688
+ 5292.31%
$69.82 - $78.67 $48K - $54.1K
701 $49.4M
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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