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
BAX
Baxter International Inc

Healthcare
1
+ 6.67%
$28.63 - $37.84 $28.6 - $37.8
16 $467K
Canadian Pacific Kansas City
2
+ 10.0%
N/A
22 $1.59M
OMC
Omnicom Group Inc.

Communication Services
2
+ 11.76%
$85.82 - $105.47 $172 - $211
19 $1.64M
DHI
Horton D R Inc

Consumer Cyclical
5
+ 31.25%
$137.24 - $194.56 $686 - $973
21 $2.89M
JHX
James Hardie Industries PLC

Basic Materials
3
+ 10.34%
$30.81 - $38.63 $92.4 - $116
32 $986K
TSCO
Tractor Supply CO

Consumer Cyclical
28
+ 400.0%
$52.59 - $303.74 $1.47K - $8.5K
35 $1.86M
TECK
Teck Resources LTD

Basic Materials
3
+ 11.11%
$39.99 - $52.38 $120 - $157
30 $1.22M
PHG
Koninklijke Philips Nv

Healthcare
4
+ 9.3%
$24.71 - $32.66 $98.8 - $131
47 $1.19M
GOLD
Barrick Gold Corp

Basic Materials
5
+ 7.46%
$15.23 - $21.19 $76.2 - $106
72 $1.12M
PBR
Petrobras Petroleo Brasileiro Sa

Energy
1
+ 0.61%
$12.61 - $15.33 $12.6 - $15.3
164 $2.11M
PG
Procter & Gamble CO

Consumer Defensive
30
+ 3.13%
$161.05 - $179.7 $4.83K - $5.39K
988 $166M
AHH
Armada Hoffler Properties, Inc.

Real Estate
18
+ 1.81%
$10.06 - $11.26 $181 - $203
1.01K $10.4M
IRDM
Iridium Communications Inc.

Communication Services
17
+ 2.68%
$27.32 - $33.54 $464 - $570
652 $18.9M
RTX
Raytheon Technologies Corp

Industrials
14
+ 3.62%
$114.45 - $127.21 $1.6K - $1.78K
401 $46.4M
KO
Coca Cola CO

Consumer Defensive
46
+ 12.92%
$61.74 - $71.71 $2.84K - $3.3K
402 $25M
BHP
Bhp Group LTD

Basic Materials
23
+ 13.29%
$48.78 - $62.43 $1.12K - $1.44K
196 $9.57M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
1.06K
+ 200.76%
$26.93 - $84.95 $28.5K - $89.9K
1.59K $43.3M
CDNA
Care Dx, Inc.

Healthcare
79
+ 26.25%
$20.4 - $32.2 $1.61K - $2.54K
380 $8.14M
LLY
Eli Lilly & CO

Healthcare
15
+ 12.93%
$727.2 - $932.06 $10.9K - $14K
131 $101M
ABBV
Abb Vie Inc.

Healthcare
18
+ 6.79%
$164.99 - $203.87 $2.97K - $3.67K
283 $50.3M
FE
Firstenergy Corp

Utilities
4
+ 0.61%
$39.14 - $44.52 $157 - $178
658 $26.2M
CEG
Constellation Energy Corp

Utilities
4
+ 3.88%
$224.28 - $285.52 $897 - $1.14K
107 $23.8M
NVO
Novo Nordisk A S

Healthcare
2
+ 1.35%
$85.0 - $120.04 $170 - $240
150 $12.9M
UHS
Universal Health Services Inc

Healthcare
18
+ 10.53%
$175.8 - $236.9 $3.16K - $4.26K
189 $33.9M
NEE
Nextera Energy Inc

Utilities
25
+ 4.54%
$69.77 - $85.43 $1.74K - $2.14K
576 $41.3M
MU
Micron Technology Inc

Technology
10
+ 3.1%
$84.16 - $113.41 $842 - $1.13K
333 $28M
AVES
American Centy ETF Tr Avantis

ETFs
205
+ 7.75%
$46.2 - $53.09 $9.47K - $10.9K
2.85K $132M
MCD
Mcdonalds Corp

Consumer Cyclical
8
+ 1.03%
$288.47 - $316.54 $2.31K - $2.53K
784 $227M
BALL
Ball Corp

Consumer Cyclical
3
+ 0.27%
$54.84 - $67.94 $165 - $204
1.12K $61.9M
DIHP
Dimensional ETF Tr Dimensional

ETFs
26.1K
+ 5.83%
$25.15 - $27.57 $657K - $721K
474K $12B
DFEV
Dimensional ETF Tr Emerging Mk

ETFs
21.1K
+ 2.68%
$26.16 - $29.13 $551K - $613K
808K $21.2B
DFIC
Dimensional ETF Tr Dimensional

ETFs
11.6K
+ 0.98%
$25.61 - $28.0 $296K - $324K
1.2M $30.9B
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
Track This Portfolio

Track True Wealth Design, LLC Portfolio

Follow True Wealth Design, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of True Wealth Design, LLC, based on Form 13F filings with the SEC.

News

Stay updated on True Wealth Design, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email