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
NOW
Service Now, Inc.

Technology
13
+ 52.0%
$850.86 - $1044.69 $11.1K - $13.6K
38 $34.9M
IX
Orix Corp

Financial Services
355
New
$22.28 - $27.06 $7.91K - $9.61K
355 $9.27M
MUR
Murphy Oil Corp

Energy
303
+ 280.56%
$22.13 - $30.03 $6.71K - $9.1K
411 $11.7M
IDXX
Idexx Laboratories Inc

Healthcare
12
+ 80.0%
$514.61 - $682.78 $6.18K - $8.19K
27 $17.4M
DT
Dynatrace, Inc.

Technology
222
+ 97.8%
$46.04 - $56.64 $10.2K - $12.6K
449 $21.8M
FHB
First Hawaiian, Inc.

Financial Services
371
+ 299.19%
$23.66 - $26.43 $8.78K - $9.81K
495 $12.3M
ICUI
Icu Medical Inc

Healthcare
78
+ 458.82%
$108.1 - $137.26 $8.43K - $10.7K
95 $11.4M
BKR
Baker Hughes CO

Energy
23
+ 2.98%
$38.68 - $50.55 $890 - $1.16K
795 $38.7M
NXST
Nexstar Media Group, Inc.

Communication Services
42
+ 150.0%
$176.71 - $211.31 $7.42K - $8.88K
70 $13.8M
CWT
California Water Service Group

Utilities
192
+ 50.39%
$44.32 - $47.59 $8.51K - $9.14K
573 $26.3M
Ferrovial Se
150
+ 652.17%
N/A
173 $10.1M
TGT
Target Corp

Consumer Defensive
102
+ 340.0%
$86.56 - $107.43 $8.83K - $11K
132 $11.8M
KR
Kroger CO

Consumer Defensive
141
+ 85.98%
$64.52 - $74.35 $9.1K - $10.5K
305 $20.6M
RF
Regions Financial Corp

Financial Services
315
+ 185.29%
$24.03 - $27.41 $7.57K - $8.63K
485 $12.8M
MCY
Mercury General Corp

Financial Services
46
+ 16.49%
$65.82 - $84.78 $3.03K - $3.9K
325 $27.6M
OMF
One Main Holdings, Inc.

Financial Services
155
+ 262.71%
$55.61 - $62.61 $8.62K - $9.7K
214 $12.1M
RIO
Rio Tinto PLC

Basic Materials
127
+ 270.21%
$57.66 - $66.01 $7.32K - $8.38K
174 $11.5M
PK
Park Hotels & Resorts Inc.

Real Estate
565
+ 19.32%
$10.17 - $12.13 $5.75K - $6.85K
3.49K $38.7M
CPB
Campbell Soup CO

Consumer Defensive
275
+ 387.32%
$30.41 - $34.03 $8.36K - $9.36K
346 $10.9M
PRI
Primerica, Inc.

Financial Services
31
+ 775.0%
$255.46 - $285.58 $7.92K - $8.85K
35 $9.72M
TER
Teradyne, Inc

Technology
21
+ 17.5%
$90.15 - $137.64 $1.89K - $2.89K
141 $19.4M
EVRG
Evergy, Inc.

Utilities
68
+ 14.17%
$67.73 - $76.02 $4.61K - $5.17K
548 $41.7M
SEE
Sealed Air Corp

Consumer Cyclical
235
+ 385.25%
$28.47 - $35.35 $6.69K - $8.31K
296 $10.5M
BBWI
Bath & Body Works, Inc.

Consumer Cyclical
364
+ 184.77%
$25.09 - $33.65 $9.13K - $12.2K
561 $14.5M
GGG
Graco Inc

Industrials
101
+ 127.85%
$82.58 - $88.81 $8.34K - $8.97K
180 $15.3M
CHT
Chunghwa Telecom CO LTD

Communication Services
198
+ 404.08%
$43.4 - $46.95 $8.59K - $9.3K
247 $10.8M
HRB
H&R Block Inc

Consumer Cyclical
168
+ 1680.0%
$49.28 - $56.76 $8.28K - $9.54K
178 $9M
HALO
Halozyme Therapeutics, Inc.

Healthcare
108
+ 490.91%
$52.92 - $78.28 $5.72K - $8.45K
130 $9.54M
HPE
Hewlett Packard Enterprise CO

Technology
273
+ 67.41%
$19.81 - $25.24 $5.41K - $6.89K
678 $16.7M
PBA
Pembina Pipeline Corp

Energy
203
+ 634.38%
$35.5 - $40.58 $7.21K - $8.24K
235 $9.51M
IHG
Intercontinental Hotels Group PLC

Consumer Cyclical
68
+ 755.56%
$114.67 - $124.98 $7.8K - $8.5K
77 $9.34M
ADP
Automatic Data Processing Inc

Industrials
30
+ 88.24%
$288.69 - $310.94 $8.66K - $9.33K
64 $18.8M
DVA
Davita Inc.

Healthcare
63
+ 572.73%
$127.69 - $151.32 $8.04K - $9.53K
74 $9.83M
ESS
Essex Property Trust, Inc.

Real Estate
33
+ 70.21%
N/A
80 $21.4M
VLO
Valero Energy Corp

Energy
33
+ 50.0%
$131.77 - $175.63 $4.35K - $5.8K
99 $16.9M
Liberty Global LTD
698
+ 34900.0%
N/A
700 $8.02M
GMAB
Genmab A/S

Healthcare
243
+ 486.0%
$20.3 - $30.67 $4.93K - $7.45K
293 $8.99M
PAAS
Pan American Silver Corp

Basic Materials
196
+ 560.0%
$27.02 - $38.81 $5.3K - $7.61K
231 $8.95M
OMC
Omnicom Group Inc.

Communication Services
71
+ 31.56%
$70.41 - $81.53 $5K - $5.79K
296 $24.1M
UEC
Uranium Energy Corp

Energy
7
+ 0.59%
$5.92 - $13.89 $41.4 - $97.2
1.2K $16M
GLPI
Gaming & Leisure Properties, Inc.

Real Estate
169
+ 194.25%
$45.54 - $48.43 $7.7K - $8.18K
256 $11.9M
HSY
Hershey CO

Consumer Defensive
33
+ 41.77%
$161.95 - $193.45 $5.34K - $6.38K
112 $21M
FLO
Flowers Foods Inc

Consumer Defensive
622
+ 622.0%
$12.68 - $16.76 $7.89K - $10.4K
722 $9.42M
WM
Waste Management Inc

Industrials
43
+ 20.19%
$213.88 - $237.1 $9.2K - $10.2K
256 $56.6M
PUK
Prudential PLC

Financial Services
277
New
$24.27 - $28.15 $6.72K - $7.8K
277 $7.75M
FITB
Fifth Third Bancorp

Financial Services
168
+ 247.06%
$40.91 - $46.28 $6.87K - $7.78K
236 $10.5M
INVH
Invitation Homes Inc.

Real Estate
270
+ 369.86%
$28.9 - $32.78 $7.8K - $8.85K
343 $10.1M
CELH
Celsius Holdings, Inc.

Consumer Defensive
91
+ 42.52%
$42.74 - $62.88 $3.89K - $5.72K
305 $17.5M
NVST
Envista Holdings Corp

Healthcare
371
+ 951.28%
$18.89 - $21.72 $7.01K - $8.06K
410 $8.35M
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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