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
TRV
Travelers Companies, Inc.

Financial Services
48
+ 39.67%
$232.43 - $265.13 $11.2K - $12.7K
169 $44.8M
AMGN
Amgen Inc

Healthcare
27
+ 19.42%
$258.59 - $327.36 $6.98K - $8.84K
166 $51.9M
DAR
Darling Ingredients Inc.

Consumer Defensive
489
New
$28.51 - $41.85 $13.9K - $20.5K
489 $15.3M
AMZN
Amazon Com Inc

Consumer Cyclical
334
+ 20.06%
$190.26 - $242.06 $63.5K - $80.8K
2K $380M
PLTR
Palantir Technologies Inc.

Technology
123
+ 24.45%
$64.98 - $124.62 $7.99K - $15.3K
626 $52.9M
NVST
Envista Holdings Corp

Healthcare
857
New
$16.25 - $22.15 $13.9K - $19K
857 $14.8M
MHO
M/I Homes, Inc.

Consumer Cyclical
129
New
$113.46 - $138.33 $14.6K - $17.8K
129 $14.7M
U
Unity Software Inc.

Technology
748
+ 74800.0%
$19.44 - $28.34 $14.5K - $21.2K
749 $14.7M
TCBI
Texas Capital Bancshares Inc

Financial Services
196
+ 6533.33%
$70.86 - $83.85 $13.9K - $16.4K
199 $14.9M
TWST
Twist Bioscience Corp

Healthcare
374
+ 4675.0%
$36.71 - $54.07 $13.7K - $20.2K
382 $15M
TPH
Tri Pointe Homes, Inc.

Consumer Cyclical
443
New
$30.79 - $38.48 $13.6K - $17K
443 $14.1M
CCK
Crown Holdings Inc

Consumer Cyclical
147
+ 151.55%
$78.77 - $91.74 $11.6K - $13.5K
244 $21.8M
LLY
Eli Lilly & CO

Healthcare
8
+ 6.11%
$725.72 - $929.72 $5.81K - $7.44K
139 $115M
AXS
Axis Capital Holdings LTD

Financial Services
69
+ 11.92%
$85.54 - $100.24 $5.9K - $6.92K
648 $65M
BSX
Boston Scientific Corp

Healthcare
130
+ 309.52%
$89.38 - $106.18 $11.6K - $13.8K
172 $17.3M
ADT
Adt Inc.

Industrials
853
+ 16.2%
$6.87 - $8.23 $5.86K - $7.02K
6.12K $49.8M
CSCO
Cisco Systems, Inc.

Technology
203
+ 81.85%
$58.74 - $64.87 $11.9K - $13.2K
451 $27.8M
G
Genpact LTD

Technology
259
New
$42.88 - $55.54 $11.1K - $14.4K
259 $13M
GS
Goldman Sachs Group Inc

Financial Services
24
+ 800.0%
$524.81 - $672.19 $12.6K - $16.1K
27 $15M
BMY
Bristol Myers Squibb CO

Healthcare
117
+ 8.88%
$53.9 - $63.11 $6.31K - $7.38K
1.44K $87.5M
BRZE
Braze, Inc.

Technology
366
+ 677.78%
$32.44 - $47.22 $11.9K - $17.3K
420 $15.2M
MMM
3 M CO

Industrials
33
+ 7.35%
$129.7 - $155.12 $4.28K - $5.12K
482 $70.8M
PGR
Progressive Corp

Financial Services
13
+ 6.16%
$235.61 - $291.22 $3.06K - $3.79K
224 $63.3M
AX
Axos Financial, Inc.

Financial Services
196
New
$61.63 - $73.1 $12.1K - $14.3K
196 $12.6M
INTC
Intel Corp

Technology
214
+ 7.5%
$19.1 - $27.39 $4.09K - $5.86K
3.07K $69.6M
CTAS
Cintas Corp

Industrials
58
+ 276.19%
$182.09 - $208.14 $10.6K - $12.1K
79 $16.2M
ADBE
Adobe Inc.

Technology
68
+ 30.22%
$377.84 - $464.11 $25.7K - $31.6K
293 $112M
HSY
Hershey CO

Consumer Defensive
72
New
$144.74 - $186.36 $10.4K - $13.4K
72 $12.3M
ROP
Roper Technologies Inc

Industrials
20
+ 400.0%
$502.71 - $593.81 $10.1K - $11.9K
25 $14.7M
WFC
Wells Fargo & Company

Financial Services
160
+ 38.46%
$66.78 - $81.42 $10.7K - $13K
576 $41.3M
YETI
Yeti Holdings, Inc.

Consumer Cyclical
365
New
$31.92 - $38.83 $11.7K - $14.2K
365 $12.1M
FFIV
F5, Inc.

Technology
45
+ 900.0%
$251.75 - $310.6 $11.3K - $14K
50 $13.3M
ESTC
Elastic N.V.

Technology
135
New
$89.1 - $117.76 $12K - $15.9K
135 $12M
MDT
Medtronic PLC

Healthcare
115
+ 69.28%
$79.84 - $94.5 $9.18K - $10.9K
281 $25.3M
MKSI
Mks Instruments Inc

Technology
149
New
$78.89 - $122.69 $11.8K - $18.3K
149 $11.9M
LZ
Legalzoom.Com, Inc.

Industrials
1.37K
New
$7.52 - $10.26 $10.3K - $14.1K
1.37K $11.8M
FTI
Technip Fmc PLC

Energy
152
+ 6.16%
$25.3 - $32.57 $3.85K - $4.95K
2.62K $83M
IRBO
Ishares Robotics & Artificial

ETFs
368
New
N/A
368 $11.6M
MC
Moelis & CO

Financial Services
198
+ 6600.0%
$57.91 - $81.2 $11.5K - $16.1K
201 $11.7M
GL
Globe Life Inc.

Financial Services
28
+ 7.27%
$111.2 - $131.72 $3.11K - $3.69K
413 $54.4M
Grail Inc
376
+ 167.11%
N/A
601 $15.4M
ESI
Element Solutions Inc

Basic Materials
638
+ 57.48%
$22.61 - $27.55 $14.4K - $17.6K
1.75K $39.5M
LOPE
Grand Canyon Education, Inc.

Consumer Defensive
59
+ 89.39%
$160.89 - $187.27 $9.49K - $11K
125 $21.6M
UHS
Universal Health Services Inc

Healthcare
49
+ 25.93%
$163.99 - $193.27 $8.04K - $9.47K
238 $44.7M
SNA
Snap On Inc

Industrials
32
+ 640.0%
$324.09 - $358.62 $10.4K - $11.5K
37 $12.5M
UNP
Union Pacific Corp

Industrials
44
+ 169.23%
$225.21 - $254.42 $9.91K - $11.2K
70 $16.6M
Lam Research Corp
145
+ 120.83%
N/A
265 $19.2M
SCHW
Schwab Charles Corp

Financial Services
133
+ 831.25%
$71.24 - $83.64 $9.47K - $11.1K
149 $11.7M
ROCK
Gibraltar Industries, Inc.

Industrials
177
New
$56.2 - $67.05 $9.95K - $11.9K
177 $10.4M
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
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