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
V
Visa Inc.

Financial Services
71
+ 151.06%
$306.92 - $362.71 $21.8K - $25.8K
118 $41.3M
C
Citigroup Inc

Financial Services
362
+ 30.29%
$67.23 - $84.63 $24.3K - $30.6K
1.56K $111M
UNH
Unitedhealth Group Inc

Healthcare
45
+ 31.69%
$461.52 - $548.18 $20.8K - $24.7K
187 $98M
BROS
Dutch Bros Inc.

Consumer Cyclical
419
+ 3223.08%
$55.77 - $85.37 $23.4K - $35.8K
432 $26.7M
WBA
Walgreens Boots Alliance, Inc.

Healthcare
2.32K
New
$9.19 - $12.93 $21.3K - $30K
2.32K $25.9M
NWL
Newell Brands Inc.

Consumer Defensive
4.83K
+ 389.28%
$6.2 - $10.66 $30K - $51.5K
6.07K $37.6M
CRUS
Cirrus Logic, Inc.

Technology
249
+ 377.27%
$97.89 - $111.4 $24.4K - $27.7K
315 $31.4M
NFLX
Netflix Inc

Communication Services
25
+ 92.59%
$828.4 - $1058.6 $20.7K - $26.5K
52 $48.5M
DGRO
Ishares Core Dividend Growth E

ETFs
393
New
$60.46 - $64.42 $23.8K - $25.3K
393 $24.3M
BBWI
Bath & Body Works, Inc.

Consumer Cyclical
1.14K
+ 93.42%
$28.45 - $41.08 $32.3K - $46.7K
2.35K $71.3M
VXF
Vanguard Extended Market ETF

ETFs
137
New
$170.36 - $201.04 $23.3K - $27.5K
137 $23.6M
ITCI
Intra Cellular Therapies, Inc.

Healthcare
2
+ 0.41%
$81.78 - $131.92 $164 - $264
484 $63.9M
PCTY
Paylocity Holding Corp

Technology
125
+ 12500.0%
$183.21 - $217.86 $22.9K - $27.2K
126 $23.6M
CNC
Centene Corp

Healthcare
379
+ 14.39%
$55.93 - $65.89 $21.2K - $25K
3.01K $183M
EEFT
Euronet Worldwide, Inc.

Technology
217
+ 21700.0%
$94.42 - $110.06 $20.5K - $23.9K
218 $23.3M
RTX
Raytheon Technologies Corp

Industrials
124
+ 30.92%
$114.1 - $135.66 $14.1K - $16.8K
525 $69.5M
S
Sentinel One, Inc.

Technology
1.29K
+ 1375.53%
$18.17 - $24.97 $23.5K - $32.3K
1.39K $25.2M
SYK
Stryker Corp

Healthcare
62
+ 563.64%
$355.18 - $399.9 $22K - $24.8K
73 $27.1M
WAT
Waters Corp

Healthcare
60
+ 600.0%
$362.16 - $417.28 $21.7K - $25K
70 $25.8M
AMKR
Amkor Technology, Inc.

Technology
1.24K
+ 3337.84%
$18.06 - $26.73 $22.3K - $33K
1.27K $23M
FIX
Comfort Systems Usa Inc

Industrials
117
+ 75.0%
$313.26 - $550.27 $36.7K - $64.4K
273 $88M
TSLA
Tesla, Inc.

Consumer Cyclical
121
+ 172.86%
$222.15 - $428.22 $26.9K - $51.8K
191 $49.5M
NTNX
Nutanix, Inc.

Technology
147
+ 11.77%
$61.28 - $77.44 $9.01K - $11.4K
1.4K $97.5M
HBAN
Huntington Bancshares Inc

Financial Services
1.58K
+ 69.34%
$14.28 - $17.39 $22.6K - $27.5K
3.87K $58M
REG
Regency Centers Corp

Real Estate
280
New
$68.83 - $77.74 $19.3K - $21.8K
280 $20.7M
WEN
Wendy'S CO

Consumer Cyclical
1.58K
+ 94.05%
$14.17 - $16.17 $22.4K - $25.6K
3.26K $47.8M
TPR
Tapestry, Inc.

Consumer Cyclical
160
+ 9.06%
$65.63 - $89.21 $10.5K - $14.3K
1.93K $136M
MRVL
Marvell Technology, Inc.

Technology
565
+ 188.96%
$61.57 - $126.06 $34.8K - $71.2K
864 $53.2M
GOOG
Alphabet Inc.

Communication Services
193
+ 65.87%
$156.06 - $207.71 $30.1K - $40.1K
486 $76M
DFSI
Dimensional ETF Tr Dimen Intl
371
+ 10.67%
N/A
3.85K $134M
RGLD
Royal Gold Inc

Basic Materials
33
+ 7.16%
$132.55 - $163.51 $4.37K - $5.4K
494 $80.8M
OMC
Omnicom Group Inc.

Communication Services
241
+ 1268.42%
$79.43 - $88.34 $19.1K - $21.3K
260 $21.6M
FCX
Freeport Mcmoran Inc

Basic Materials
526
+ 431.15%
$34.5 - $43.01 $18.1K - $22.6K
648 $24.5M
MPWR
Monolithic Power Systems Inc

Technology
34
+ 3400.0%
$565.7 - $720.25 $19.2K - $24.5K
35 $20.2M
GILD
Gilead Sciences, Inc.

Healthcare
69
+ 11.39%
$89.14 - $117.41 $6.15K - $8.1K
675 $75.7M
RL
Ralph Lauren Corp

Consumer Cyclical
104
+ 29.97%
$215.68 - $286.74 $22.4K - $29.8K
451 $99.6M
ATKR
Atkore Inc.

Industrials
316
New
$58.89 - $88.18 $18.6K - $27.9K
316 $19M
QDEL
Quidel Ortho Corp

Healthcare
827
+ 77.0%
$34.78 - $47.61 $28.8K - $39.4K
1.9K $66.5M
CI
Cigna Corp

Healthcare
55
+ 1833.33%
$274.49 - $329.0 $15.1K - $18.1K
58 $19.2M
MAN
Manpower Group Inc.

Industrials
313
+ 154.19%
$53.77 - $62.66 $16.8K - $19.6K
516 $29.9M
MA
Mastercard Inc

Financial Services
32
+ 320.0%
$504.67 - $576.31 $16.1K - $18.4K
42 $23.2M
SIG
Signet Jewelers LTD

Consumer Cyclical
301
New
$46.42 - $78.03 $14K - $23.5K
301 $17.5M
STLD
Steel Dynamics Inc

Basic Materials
134
+ 1030.77%
N/A
147 $18.4M
PG
Procter & Gamble CO

Consumer Defensive
82
+ 8.3%
$158.56 - $176.26 $13K - $14.5K
1.07K $182M
CLF
Cleveland Cliffs Inc.

Basic Materials
2.05K
+ 821.2%
$8.22 - $12.02 $16.9K - $24.7K
2.3K $18.9M
VST
Vistra Corp.

Utilities
142
+ 568.0%
$108.49 - $191.89 $15.4K - $27.2K
167 $19.6M
GRMN
Garmin LTD

Technology
58
+ 17.85%
$204.55 - $241.93 $11.9K - $14K
383 $83.2M
CVX
Chevron Corp

Energy
71
+ 38.8%
$146.71 - $167.97 $10.4K - $11.9K
254 $42.5M
INCY
Incyte Corp

Healthcare
509
+ 28.84%
$60.0 - $75.26 $30.5K - $38.3K
2.27K $138M
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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