True Wealth Design, LLC Purchases in Q3 2025

True Wealth Design, LLC

  • $327 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
CNI
Canadian National Railway CO

Industrials
125
+ 568.18%
$92.01 - $106.6 $11.5K - $13.3K
147 $13.9M
Aegon LTD
1.45K
New
N/A
1.45K $11.6M
TXG
10x Genomics, Inc.

Healthcare
948
+ 26.44%
$11.34 - $14.64 $10.8K - $13.9K
4.53K $53M
WBS
Webster Financial Corp

Financial Services
186
+ 221.43%
$55.19 - $62.92 $10.3K - $11.7K
270 $16M
KHC
Kraft Heinz CO

Consumer Defensive
439
+ 562.82%
$25.63 - $28.94 $11.3K - $12.7K
517 $13.5M
MPW
Medical Properties Trust Inc

Real Estate
2.22K
+ 6000.0%
$3.98 - $5.13 $8.84K - $11.4K
2.26K $11.4M
KBR
Kbr, Inc.

Industrials
238
+ 23800.0%
$45.52 - $51.61 $10.8K - $12.3K
239 $11.3M
SOFI
So Fi Technologies, Inc.

Financial Services
32
+ 2.52%
$17.64 - $29.81 $564 - $954
1.3K $34.4M
XYL
Xylem Inc.

Industrials
67
+ 93.06%
$129.67 - $147.5 $8.69K - $9.88K
139 $20.5M
TMHC
Taylor Morrison Home Corp

Consumer Cyclical
169
+ 4225.0%
$59.28 - $71.9 $10K - $12.2K
173 $11.4M
FNB
Fnb Corp

Financial Services
522
+ 29.26%
$14.75 - $16.79 $7.7K - $8.76K
2.31K $37.2M
SU
Suncor Energy Inc

Energy
253
+ 214.41%
$37.83 - $43.02 $9.57K - $10.9K
371 $15.5M
CRL
Charles River Laboratories International, Inc.

Healthcare
69
+ 113.11%
$145.57 - $178.99 $10K - $12.4K
130 $20.3M
GIS
General Mills Inc

Consumer Defensive
221
+ 409.26%
$48.44 - $53.83 $10.7K - $11.9K
275 $13.9M
DBX
Dropbox, Inc.

Technology
330
+ 49.77%
$26.13 - $32.17 $8.62K - $10.6K
993 $30M
ENR
Energizer Holdings, Inc.

Industrials
376
+ 107.12%
$21.07 - $29.86 $7.92K - $11.2K
727 $18.1M
ENS
Ener Sys

Industrials
68
+ 55.74%
$86.09 - $112.96 $5.85K - $7.68K
190 $21.5M
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
250
New
$39.37 - $44.24 $9.84K - $11.1K
250 $10.9M
LOGI
Logitech International S.A.

Technology
98
+ 1088.89%
$89.67 - $113.08 $8.79K - $11.1K
107 $11.7M
GEF
Greif, Inc

Consumer Cyclical
190
+ 197.92%
$58.87 - $69.85 $11.2K - $13.3K
286 $17.1M
UNM
Unum Group

Financial Services
156
+ 36.19%
$68.55 - $82.12 $10.7K - $12.8K
587 $45.7M
LNW
Light & Wonder, Inc.

Consumer Cyclical
133
+ 341.03%
$77.87 - $101.11 $10.4K - $13.4K
172 $14.4M
JCI
Johnson Controls International PLC

Industrials
36
+ 2.32%
$103.24 - $111.73 $3.72K - $4.02K
1.59K $174M
GPN
Global Payments Inc

Industrials
127
+ 508.0%
$77.61 - $90.01 $9.86K - $11.4K
152 $12.6M
NUE
Nucor Corp

Basic Materials
78
+ 780.0%
$133.3 - $150.33 $10.4K - $11.7K
88 $11.9M
CBSH
Commerce Bancshares Inc

Financial Services
179
+ 511.43%
$58.61 - $66.11 $10.5K - $11.8K
214 $12.8M
GHC
Graham Holdings CO

Consumer Defensive
9
New
$882.65 - $1184.8 $7.94K - $10.7K
9 $10.6M
MMS
Maximus, Inc.

Industrials
77
+ 47.24%
$69.89 - $91.37 $5.38K - $7.04K
240 $21.9M
NRZ
New Residential Investment Corp.

Real Estate
919
+ 3063.33%
N/A
949 $10.8M
CDW
Cdw Corp

Technology
69
+ 237.93%
$156.97 - $182.84 $10.8K - $12.6K
98 $15.6M
NFLX
Netflix Inc

Communication Services
16
+ 25.4%
$1147.87 - $1297.18 $18.4K - $20.8K
79 $94.8M
E
Eni Spa

Energy
289
+ 310.75%
$32.55 - $35.93 $9.41K - $10.4K
382 $13.4M
VMC
Vulcan Materials CO

Basic Materials
24
+ 40.0%
$260.62 - $307.62 $6.25K - $7.38K
84 $26M
FAF
First American Financial Corp

Financial Services
157
+ 392.5%
$54.73 - $68.13 $8.59K - $10.7K
197 $12.7M
ALLE
Allegion PLC

Industrials
4
+ 1.44%
$145.55 - $179.33 $582 - $717
282 $50.1M
EA
Electronic Arts Inc.

Communication Services
30
+ 31.91%
$147.79 - $202.05 $4.43K - $6.06K
124 $25M
HE
Hawaiian Electric Industries Inc

Utilities
896
+ 389.57%
$10.46 - $12.96 $9.37K - $11.6K
1.13K $12.4M
IPGP
Ipg Photonics Corp

Technology
73
+ 18.43%
$71.05 - $84.98 $5.19K - $6.2K
469 $37.1M
ZION
Zions Bancorporation, National Association

Financial Services
161
+ 89.44%
$51.2 - $59.15 $8.24K - $9.52K
341 $19.3M
SLF
Sun Life Financial Inc

Financial Services
164
New
$56.54 - $66.41 $9.27K - $10.9K
164 $9.85M
RMD
Resmed Inc

Healthcare
33
+ 64.71%
$252.01 - $293.73 $8.32K - $9.69K
84 $22.9M
BC
Brunswick Corp

Consumer Cyclical
145
+ 181.25%
$56.64 - $66.85 $8.21K - $9.69K
225 $14.2M
HMC
Honda Motor CO LTD

Consumer Cyclical
309
+ 391.14%
$29.11 - $34.85 $8.99K - $10.8K
388 $12M
VICI
Vici Properties Inc.

Real Estate
294
+ 247.06%
$31.43 - $33.93 $9.24K - $9.98K
413 $13.5M
DOCU
Docusign, Inc.

Technology
138
+ 189.04%
$67.14 - $85.01 $9.27K - $11.7K
211 $15.2M
CHKP
Check Point Software Technologies LTD

Technology
46
New
$180.73 - $231.23 $8.31K - $10.6K
46 $9.52M
CORT
Corcept Therapeutics Inc

Healthcare
90
+ 44.78%
$67.17 - $83.9 $6.05K - $7.55K
291 $24.2M
CCEP
Coca Cola Europacific Partners PLC

Consumer Defensive
104
New
$86.67 - $100.17 $9.01K - $10.4K
104 $9.4M
NOC
Northrop Grumman Corp

Industrials
5
+ 8.33%
$498.9 - $609.32 $2.49K - $3.05K
65 $39.4M
Activity Summary
Buys All Purchases 1682 New Holdings 361 Increased Positions 1321 Sells All Sells 447 Reductions 447 Sold out 0 Options Calls 0 Puts 0
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