True Wealth Design, LLC Purchases in Q4 2024

True Wealth Design, LLC

  • $258 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
LPLA
Lpl Financial Holdings Inc.

Financial Services
2
New
$229.85 - $335.91 $460 - $672
2 $654K
PEAK
Healthpeak Properties, Inc.

Real Estate
32
New
N/A
32 $645K
CCI
Crown Castle International Corp

Real Estate
7
New
$89.78 - $119.11 $628 - $834
7 $645K
VITL
Vital Farms, Inc.

Consumer Defensive
17
New
$28.13 - $40.91 $478 - $695
17 $641K
ROK
Rockwell Automation, Inc

Industrials
2
+ 50.0%
$264.65 - $302.92 $529 - $606
6 $1.72M
PSA
Public Storage

Real Estate
2
New
$289.33 - $360.21 $579 - $720
2 $629K
REPL
Replimune Group, Inc.

Healthcare
46
+ 77.97%
$10.54 - $14.93 $485 - $687
105 $1.27M
CNMD
Conmed Corp

Healthcare
9
New
$61.81 - $77.54 $556 - $698
9 $616K
HEAR
Turtle Beach Corp

Technology
17
+ 10.56%
$14.65 - $18.56 $249 - $316
178 $3.08M
IESC
Ies Holdings, Inc.

Industrials
3
+ 150.0%
$196.89 - $309.86 $591 - $930
5 $1.01M
TTMI
Ttm Technologies Inc

Technology
6
+ 8.57%
$18.06 - $26.66 $108 - $160
76 $1.88M
BPMC
Blueprint Medicines Corp

Healthcare
15
+ 11.11%
$82.48 - $101.39 $1.24K - $1.52K
150 $13.1M
CHMG
Chemung Financial Corp

Financial Services
12
+ 150.0%
$46.3 - $55.1 $556 - $661
20 $977K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
3
+ 42.86%
$396.64 - $516.74 $1.19K - $1.55K
10 $3.83M
M
Macy'S, Inc.

Consumer Cyclical
34
New
$14.56 - $18.1 $495 - $615
34 $576K
Coherent Corp
6
New
N/A
6 $569K
GXO
Gxo Logistics, Inc.

Industrials
13
New
$41.93 - $63.02 $545 - $819
13 $561K
TDG
Trans Digm Group Inc

Industrials
1
+ 33.33%
$1239.0 - $1442.53 $1.24K - $1.44K
4 $4.84M
LHX
L3 Harris Technologies, Inc.

Industrials
3
New
$208.94 - $264.22 $627 - $793
3 $558K
FYBR
Frontier Communications Parent, Inc.

Communication Services
16
New
$34.15 - $36.14 $546 - $578
16 $556K
PODD
Insulet Corp

Healthcare
2
+ 200.0%
$227.79 - $275.7 $456 - $551
3 $784K
Ferrovial Se
13
New
N/A
13 $547K
ATLO
Ames National Corp

Financial Services
33
New
$15.93 - $18.69 $526 - $617
33 $543K
HELE
Helen Of Troy LTD

Consumer Defensive
9
New
$59.46 - $73.79 $535 - $664
9 $539K
DRI
Darden Restaurants Inc

Consumer Cyclical
2
+ 28.57%
$155.96 - $188.66 $312 - $377
9 $1.68M
AZPN
Aspen Technology, Inc.

Technology
2
+ 66.67%
$231.19 - $253.16 $462 - $506
5 $1.25M
XERS
Xeris Biopharma Holdings, Inc.

Healthcare
5
+ 0.55%
$2.78 - $3.73 $13.9 - $18.7
921 $3.12M
CPNG
Coupang, Inc.

Consumer Cyclical
23
New
$21.98 - $26.89 $506 - $618
23 $506K
DLHC
Dlh Holdings Corp.

Industrials
63
New
$7.35 - $9.53 $463 - $600
63 $506K
DXPE
Dxp Enterprises Inc

Industrials
6
New
$48.51 - $83.32 $291 - $500
6 $496K
MPX
Marine Products Corp

Consumer Cyclical
54
New
$8.99 - $10.21 $485 - $551
54 $496K
GWRS
Global Water Resources, Inc.

Utilities
43
New
$11.32 - $13.5 $487 - $581
43 $495K
TRC
Tejon Ranch CO

Industrials
31
New
$14.82 - $17.5 $459 - $543
31 $493K
Smurfit Westrock PLC
9
New
N/A
9 $485K
UHT
Universal Health Realty Income Trust

Real Estate
13
New
$36.47 - $45.19 $474 - $587
13 $484K
ANIK
Anika Therapeutics, Inc.

Healthcare
29
New
$16.04 - $25.53 $465 - $740
29 $478K
MLM
Martin Marietta Materials Inc

Basic Materials
1
+ 50.0%
$516.5 - $619.58 $517 - $620
3 $1.55M
REPX
Riley Exploration Permian, Inc.

Energy
5
+ 8.77%
$25.96 - $36.88 $130 - $184
62 $1.98M
BEN
Franklin Resources Inc

Financial Services
5
+ 0.19%
$19.35 - $22.76 $96.8 - $114
2.64K $53.6M
EA
Electronic Arts Inc.

Communication Services
3
+ 33.33%
$140.69 - $167.97 $422 - $504
12 $1.76M
PRIM
Primoris Services Corp

Industrials
6
New
$57.06 - $84.91 $342 - $509
6 $459K
MD
Mednax, Inc.

Healthcare
15
+ 8.88%
$11.83 - $16.08 $177 - $241
184 $2.42M
FNV
Franco Nevada Corp

Basic Materials
4
+ 100.0%
$113.26 - $137.22 $453 - $549
8 $941K
CHCT
Community Healthcare Trust Inc

Real Estate
23
New
$16.06 - $19.35 $369 - $445
23 $442K
NVT
N Vent Electric PLC

Industrials
9
+ 10.98%
$67.69 - $79.19 $609 - $713
91 $6.2M
MSTR
Microstrategy Inc

Technology
2
New
$162.69 - $473.83 $325 - $948
2 $435K
OMI
Owens & Minor Inc

Healthcare
33
New
$11.8 - $14.78 $389 - $488
33 $432K
MNST
Monster Beverage Corp

Consumer Defensive
8
+ 40.0%
$49.24 - $56.38 $394 - $451
28 $1.47M
EW
Edwards Lifesciences Corp

Healthcare
4
+ 25.0%
$64.54 - $75.92 $258 - $304
20 $1.48M
Activity Summary
Buys All Purchases 833 New Holdings 278 Increased Positions 555 Sells All Sells 322 Reductions 322 Sold out 0 Options Calls 0 Puts 0
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