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
TMUS
T Mobile Us, Inc.

Communication Services
47
+ 223.81%
$206.1 - $246.94 $9.69K - $11.6K
68 $15.1M
MTDR
Matador Resources CO

Energy
99
+ 13.22%
$50.33 - $60.91 $4.98K - $6.03K
848 $47.7M
ACT
Enact Holdings, Inc.

Financial Services
326
+ 10866.67%
$32.36 - $36.93 $10.5K - $12K
329 $10.7M
BIIB
Biogen Inc.

Healthcare
70
+ 1750.0%
$146.47 - $191.55 $10.3K - $13.4K
74 $11.3M
WCC
Wesco International Inc

Industrials
57
+ 407.14%
$164.11 - $213.19 $9.35K - $12.2K
71 $12.8M
TOL
Toll Brothers, Inc.

Consumer Cyclical
84
+ 1400.0%
$123.8 - $167.8 $10.4K - $14.1K
90 $11.3M
Howard Hughes Holdings Inc
136
+ 116.24%
N/A
253 $19.5M
DTE
Dte Energy CO

Utilities
85
+ 1214.29%
$117.04 - $129.77 $9.95K - $11K
92 $11.1M
RYN
Rayonier Inc

Real Estate
389
New
$25.89 - $32.34 $10.1K - $12.6K
389 $10.2M
AAP
Advance Auto Parts Inc

Consumer Cyclical
108
+ 18.37%
$35.69 - $47.44 $3.85K - $5.12K
696 $32.9M
APLS
Apellis Pharmaceuticals, Inc.

Healthcare
214
+ 22.46%
$26.18 - $35.42 $5.6K - $7.58K
1.17K $37.2M
DUOL
Duolingo, Inc.

Technology
18
+ 19.57%
$278.75 - $373.03 $5.02K - $6.71K
110 $35.7M
AGO
Assured Guaranty LTD

Financial Services
50
+ 10.44%
$79.0 - $94.69 $3.95K - $4.73K
529 $47.6M
SQ
Block, Inc.

Technology
8
+ 1.62%
$65.06 - $98.92 $520 - $791
502 $42.6M
BMY
Bristol Myers Squibb CO

Healthcare
58
+ 4.6%
$51.92 - $59.94 $3.01K - $3.48K
1.32K $74.5M
EVR
Evercore Inc.

Financial Services
22
+ 16.79%
$247.66 - $315.67 $5.45K - $6.94K
153 $42.4M
Corpay Inc
27
+ 900.0%
N/A
30 $10.2M
DDOG
Datadog, Inc.

Technology
17
+ 7.02%
$113.98 - $168.65 $1.94K - $2.87K
259 $37.1M
NFLX
Netflix Inc

Communication Services
6
+ 28.57%
$687.65 - $936.56 $4.13K - $5.62K
27 $24.1M
TAP
Molson Coors Beverage CO

Consumer Defensive
163
+ 15.76%
$53.97 - $63.88 $8.8K - $10.4K
1.2K $68.6M
TXG
10x Genomics, Inc.

Healthcare
672
+ 896.0%
$13.18 - $21.31 $8.86K - $14.3K
747 $10.7M
LKQ
Lkq Corp

Consumer Cyclical
252
+ 240.0%
$36.0 - $39.99 $9.07K - $10.1K
357 $13.1M
MSCI
Msci Inc.

Financial Services
13
+ 20.0%
$569.09 - $635.99 $7.4K - $8.27K
78 $46.8M
EXR
Extra Space Storage Inc.

Real Estate
59
New
$142.35 - $178.32 $8.4K - $10.5K
59 $8.83M
WSM
Williams Sonoma Inc

Consumer Cyclical
46
+ 460.0%
$129.13 - $198.21 $5.94K - $9.12K
56 $10.4M
UBER
Uber Technologies, Inc

Technology
151
+ 719.05%
$59.93 - $86.34 $9.05K - $13K
172 $10.4M
HAYW
Hayward Holdings, Inc.

Industrials
582
+ 20.36%
$14.5 - $16.6 $8.44K - $9.66K
3.44K $52.6M
ESNT
Essent Group Ltd.

Financial Services
172
+ 268.75%
$52.73 - $64.9 $9.07K - $11.2K
236 $12.8M
ETN
Eaton Corp PLC

Industrials
26
+ 16.77%
$326.96 - $377.52 $8.5K - $9.82K
181 $60M
Lam Research Corp
120
New
N/A
120 $8.64M
ITCI
Intra Cellular Therapies, Inc.

Healthcare
48
+ 11.06%
$71.19 - $91.57 $3.42K - $4.4K
482 $40.3M
PNR
Pentair PLC

Industrials
65
+ 10.2%
$95.0 - $109.21 $6.18K - $7.1K
702 $70.7M
ICFI
Icf International, Inc.

Industrials
70
New
$117.59 - $175.87 $8.23K - $12.3K
70 $8.35M
DASH
Door Dash, Inc.

Communication Services
29
+ 21.17%
$141.93 - $180.48 $4.12K - $5.23K
166 $27.9M
Sharkninja Inc
85
New
N/A
85 $8.28M
ALE
Allete Inc

Utilities
126
New
$63.98 - $65.24 $8.06K - $8.22K
126 $8.17M
SJW
Sjw Group

Utilities
165
New
$49.07 - $60.38 $8.1K - $9.96K
165 $8.12M
ETD
Ethan Allen Interiors Inc

Consumer Cyclical
287
New
$27.67 - $31.93 $7.94K - $9.16K
287 $8.07M
PEGA
Pegasystems Inc

Technology
6
+ 1.62%
$69.42 - $97.28 $417 - $584
376 $35M
PEN
Penumbra Inc

Healthcare
9
+ 6.67%
$190.97 - $253.66 $1.72K - $2.28K
144 $34.2M
DFSI
Dimensional ETF Tr Dimen Intl
503
+ 16.91%
N/A
3.48K $114M
CB
Chubb LTD

Financial Services
28
New
$271.57 - $301.89 $7.6K - $8.45K
28 $7.74M
WFC
Wells Fargo & Company

Financial Services
36
+ 9.47%
$54.98 - $77.35 $1.98K - $2.78K
416 $29.2M
CFLT
Confluent, Inc.

Technology
273
New
$18.9 - $33.66 $5.16K - $9.19K
273 $7.63M
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
556
+ 2527.27%
$9.71 - $15.34 $5.4K - $8.53K
578 $7.69M
CSCO
Cisco Systems, Inc.

Technology
110
+ 79.71%
$52.45 - $60.02 $5.77K - $6.6K
248 $14.7M
HPE
Hewlett Packard Enterprise CO

Technology
153
+ 3.47%
$19.31 - $23.95 $2.95K - $3.66K
4.56K $97.3M
OZK
Bank Ozk

Financial Services
143
+ 30.69%
$41.39 - $50.55 $5.92K - $7.23K
609 $27.1M
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
226
+ 645.71%
$31.24 - $37.15 $7.06K - $8.4K
261 $8.37M
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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