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
Atlassian Corporation
268
+ 95.04%
N/A
550 $117M
CMI
Cummins Inc

Industrials
160
+ 195.12%
$312.92 - $386.07 $50.1K - $61.8K
242 $75.9M
VEA
Vanguard Ftse Developed Market

ETFs
593
+ 10.7%
$47.4 - $52.99 $28.1K - $31.4K
6.14K $312M
CNXC
Concentrix Corp

Technology
835
New
$42.45 - $65.04 $35.4K - $54.3K
835 $46.5M
VLO
Valero Energy Corp

Energy
344
+ 702.04%
$121.76 - $142.99 $41.9K - $49.2K
393 $51.9M
ALNY
Alnylam Pharmaceuticals, Inc.

Healthcare
147
+ 96.71%
$233.07 - $290.7 $34.3K - $42.7K
299 $80.8M
AN
Autonation, Inc.

Consumer Cyclical
277
New
$156.67 - $195.15 $43.4K - $54.1K
277 $44.9M
EXR
Extra Space Storage Inc.

Real Estate
302
+ 511.86%
$143.8 - $161.28 $43.4K - $48.7K
361 $53.6M
VUG
Vanguard Growth ETF

ETFs
120
New
$369.1 - $427.61 $44.3K - $51.3K
120 $44.5M
HAL
Halliburton CO

Energy
1.75K
+ 6477.78%
$24.15 - $29.9 $42.2K - $52.3K
1.78K $45.1M
ABT
Abbott Laboratories

Healthcare
269
+ 72.9%
$111.1 - $140.22 $29.9K - $37.7K
638 $84.7M
HAS
Hasbro, Inc.

Consumer Cyclical
663
New
$56.16 - $69.06 $37.2K - $45.8K
663 $40.8M
HUN
Huntsman Corp

Basic Materials
2.63K
+ 727.07%
$15.79 - $18.04 $41.6K - $47.5K
2.99K $47.3M
ZTS
Zoetis Inc.

Healthcare
245
+ 1065.22%
$156.48 - $175.67 $38.3K - $43K
268 $44.1M
IAC
Iac/Inter Active Corp

Communication Services
856
+ 14266.67%
$41.0 - $50.0 $35.1K - $42.8K
862 $39.6M
ZION
Zions Bancorporation, National Association

Financial Services
786
+ 4366.67%
$47.0 - $59.03 $36.9K - $46.4K
804 $40.1M
EXEL
Exelixis, Inc.

Healthcare
732
+ 32.49%
$32.38 - $39.16 $23.7K - $28.7K
2.99K $110M
VLY
Valley National Bancorp

Financial Services
3.91K
New
$8.56 - $10.42 $33.5K - $40.7K
3.91K $34.8M
WU
Western Union CO

Financial Services
3.28K
+ 481.76%
$10.24 - $11.62 $33.5K - $38.1K
3.96K $41.9M
HPQ
Hp Inc

Technology
1.25K
+ 2978.57%
$27.69 - $34.72 $34.6K - $43.4K
1.29K $35.8M
JPM
Jpmorgan Chase & CO

Financial Services
133
+ 51.35%
$225.19 - $279.95 $30K - $37.2K
392 $96.1M
BFAM
Bright Horizons Family Solutions Inc.

Consumer Cyclical
259
+ 364.79%
$110.55 - $130.35 $28.6K - $33.8K
330 $41.9M
USFD
Us Foods Holding Corp.

Consumer Defensive
535
+ 108.74%
$63.38 - $72.02 $33.9K - $38.5K
1.03K $67.2M
CSX
Csx Corp

Industrials
1.13K
+ 710.69%
$29.11 - $33.67 $32.9K - $38K
1.29K $37.9M
ALLE
Allegion PLC

Industrials
251
+ 49.31%
$123.79 - $135.5 $31.1K - $34K
760 $99.2M
WBS
Webster Financial Corp

Financial Services
618
New
$47.55 - $61.41 $29.4K - $38K
618 $31.9M
ABNB
Airbnb, Inc.

Consumer Cyclical
359
+ 38.64%
$119.38 - $161.42 $42.9K - $57.9K
1.29K $154M
SNV
Synovus Financial Corp

Financial Services
690
+ 456.95%
$43.7 - $56.87 $30.2K - $39.2K
841 $39.3M
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
895
+ 342.91%
$30.38 - $34.94 $27.2K - $31.3K
1.16K $39.5M
AEO
American Eagle Outfitters Inc

Consumer Cyclical
2.71K
+ 3928.99%
$10.98 - $17.34 $29.8K - $47K
2.78K $32.3M
CRBG
Corebridge Financial, Inc.

Financial Services
936
+ 121.09%
$29.61 - $34.68 $27.7K - $32.5K
1.71K $54M
GE
General Electric CO

Industrials
46
+ 7.14%
$168.59 - $212.13 $7.76K - $9.76K
690 $138M
CME
Cme Group Inc.

Financial Services
31
+ 4.64%
$225.82 - $266.54 $7K - $8.26K
699 $185M
HWM
Howmet Aerospace Inc.

Industrials
80
+ 8.22%
$110.79 - $139.39 $8.86K - $11.2K
1.05K $137M
COTY
Coty Inc.

Consumer Defensive
5.48K
New
$5.43 - $7.61 $29.8K - $41.7K
5.48K $30M
RYN
Rayonier Inc

Real Estate
1.05K
+ 269.41%
$24.95 - $28.24 $26.1K - $29.6K
1.44K $40.1M
M
Macy'S, Inc.

Consumer Cyclical
2.33K
+ 6864.71%
$12.56 - $16.82 $29.3K - $39.3K
2.37K $29.7M
MCD
Mcdonalds Corp

Consumer Cyclical
36
+ 4.59%
$279.74 - $321.29 $10.1K - $11.6K
820 $256M
COST
Costco Wholesale Corp

Consumer Defensive
26
+ 20.8%
$890.62 - $1076.86 $23.2K - $28K
151 $143M
TMO
Thermo Fisher Scientific Inc.

Healthcare
57
+ 475.0%
$497.6 - $606.74 $28.4K - $34.6K
69 $34.6M
ESNT
Essent Group Ltd.

Financial Services
472
+ 200.0%
$53.6 - $59.25 $25.3K - $28K
708 $40.9M
PEP
Pepsico Inc

Consumer Defensive
199
+ 18.39%
$142.64 - $156.42 $28.4K - $31.1K
1.28K $192M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
607
New
$42.5 - $46.71 $25.8K - $28.4K
607 $27.5M
OKTA
Okta, Inc.

Technology
116
+ 20.1%
$78.83 - $116.72 $9.14K - $13.5K
693 $72.9M
BKNG
Booking Holdings Inc.

Consumer Cyclical
7
+ 50.0%
$4295.4 - $5141.88 $30.1K - $36K
21 $98.4M
OC
Owens Corning

Industrials
191
+ 1910.0%
$137.83 - $191.19 $26.3K - $36.5K
201 $28.7M
XOM
Exxon Mobil Corp

Energy
206
+ 98.56%
$105.44 - $118.93 $21.7K - $24.5K
415 $49.4M
ABBV
Abb Vie Inc.

Healthcare
85
+ 30.04%
$169.2 - $216.66 $14.4K - $18.4K
368 $77.1M
ARE
Alexandria Real Estate Equities, Inc.

Real Estate
322
+ 49.61%
$92.51 - $102.81 $29.8K - $33.1K
971 $89.8M
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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