True Wealth Design, LLC Purchases in Q3 2025

True Wealth Design, LLC

  • $327 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
J P Morgan Exchange Traded F
658
New
N/A
658 $35.6M
WDC
Western Digital Corp

Technology
219
+ 131.93%
$63.84 - $120.06 $14K - $26.3K
385 $46.2M
WWD
Woodward, Inc.

Industrials
138
+ 627.27%
$237.33 - $266.1 $32.8K - $36.7K
160 $40.4M
BKNG
Booking Holdings Inc.

Consumer Cyclical
8
+ 38.1%
$5364.25 - $5815.92 $42.9K - $46.5K
29 $159M
PPC
Pilgrims Pride Corp

Consumer Defensive
849
+ 1248.53%
$40.22 - $50.41 $34.1K - $42.8K
917 $37.3M
BPOP
Popular, Inc.

Financial Services
255
+ 262.89%
$111.3 - $128.04 $28.4K - $32.7K
352 $44.7M
BDX
Becton Dickinson & CO

Healthcare
162
+ 65.32%
$172.41 - $199.66 $27.9K - $32.3K
410 $76.7M
CCK
Crown Holdings Inc

Consumer Cyclical
391
+ 59.06%
$92.19 - $108.12 $36K - $42.3K
1.05K $102M
UL
Unilever PLC

Consumer Defensive
565
+ 548.54%
$58.43 - $65.01 $33K - $36.7K
668 $39.6M
LDOS
Leidos Holdings, Inc.

Technology
143
+ 71.5%
$159.2 - $188.96 $22.8K - $27K
343 $64.8M
TMUS
T Mobile Us, Inc.

Communication Services
136
+ 191.55%
$226.02 - $259.01 $30.7K - $35.2K
207 $49.7M
QRVO
Qorvo, Inc.

Technology
353
+ 560.32%
$83.6 - $96.31 $29.5K - $34K
416 $37.9M
META
Meta Platforms, Inc.

Communication Services
45
+ 19.31%
$695.21 - $791.73 $31.3K - $35.6K
278 $204M
HCA
Hca Healthcare, Inc.

Healthcare
70
+ 179.49%
$334.32 - $426.2 $23.4K - $29.8K
109 $46.6M
Te Connectivity PLC
42
+ 9.46%
N/A
486 $107M
RTX
Raytheon Technologies Corp

Industrials
122
+ 22.93%
$144.19 - $167.33 $17.6K - $20.4K
654 $109M
KRC
Kilroy Realty Corp

Real Estate
688
+ 213.66%
$34.55 - $44.44 $23.8K - $30.6K
1.01K $42.7M
V
Visa Inc.

Financial Services
98
+ 64.05%
$332.09 - $358.86 $32.5K - $35.2K
251 $85.6M
WDAY
Workday, Inc.

Technology
130
+ 209.68%
$213.69 - $247.69 $27.8K - $32.2K
192 $46.3M
SWKS
Skyworks Solutions, Inc.

Technology
399
+ 204.62%
$67.52 - $82.97 $26.9K - $33.1K
594 $45.7M
BCS
Barclays PLC

Financial Services
1.51K
New
$17.88 - $21.05 $26.9K - $31.7K
1.51K $31.2M
Veralto Corp
290
+ 852.94%
N/A
324 $34.5M
BHP
Bhp Group LTD

Basic Materials
526
+ 229.69%
$48.67 - $56.22 $25.6K - $29.6K
755 $42.1M
RY
Royal Bank Of Canada

Financial Services
210
New
$128.46 - $148.6 $27K - $31.2K
210 $30.9M
TNL
Travel & Leisure Co.

Consumer Cyclical
363
+ 31.62%
$53.72 - $63.45 $19.5K - $23K
1.51K $89.9M
UNP
Union Pacific Corp

Industrials
127
+ 173.97%
$214.91 - $237.16 $27.3K - $30.1K
200 $47.3M
SCHW
Schwab Charles Corp

Financial Services
311
+ 178.74%
$91.03 - $98.69 $28.3K - $30.7K
485 $46.3M
BYD
Boyd Gaming Corp

Consumer Cyclical
329
+ 162.07%
$79.66 - $87.38 $26.2K - $28.7K
532 $46M
LECO
Lincoln Electric Holdings Inc

Industrials
78
+ 19.02%
$210.22 - $247.76 $16.4K - $19.3K
488 $115M
HQY
Healthequity, Inc.

Healthcare
317
+ 3522.22%
$87.42 - $103.12 $27.7K - $32.7K
326 $30.9M
MET
Metlife Inc

Financial Services
361
+ 564.06%
$73.82 - $82.37 $26.6K - $29.7K
425 $35M
WTRG
Essential Utilities, Inc.

Utilities
710
+ 141.15%
$36.73 - $39.9 $26.1K - $28.3K
1.21K $48.4M
IFF
International Flavors & Fragrances Inc

Basic Materials
493
+ 896.36%
$60.3 - $77.46 $29.7K - $38.2K
548 $33.7M
TCBI
Texas Capital Bancshares Inc

Financial Services
332
+ 106.75%
$79.46 - $89.73 $26.4K - $29.8K
643 $54.4M
COKE
Coca Cola Consolidated, Inc.

Consumer Defensive
252
+ 25200.0%
$109.55 - $124.15 $27.6K - $31.3K
253 $29.6M
ELV
Elevance Health, Inc.

Healthcare
95
+ 431.82%
$274.66 - $395.76 $26.1K - $37.6K
117 $37.9M
GTO
Invesco Actively Managed ETF T

ETFs
615
New
$46.43 - $47.91 $28.6K - $29.5K
615 $29.2M
MDT
Medtronic PLC

Healthcare
270
+ 64.13%
$87.67 - $95.74 $23.7K - $25.8K
691 $65.8M
CACI
Caci International Inc

Technology
58
+ 2900.0%
N/A
60 $29.9M
ZBRA
Zebra Technologies Corp

Technology
110
+ 32.45%
$296.92 - $341.36 $32.7K - $37.5K
449 $133M
AKAM
Akamai Technologies Inc

Technology
382
+ 1469.23%
N/A
408 $30.9M
FISV
Fiserv Inc

Technology
225
+ 3750.0%
N/A
231 $29.8M
BTI
British American Tobacco P.L.C.

Consumer Defensive
540
New
$46.69 - $59.27 $25.2K - $32K
540 $28.7M
HST
Host Hotels & Resorts, Inc.

Real Estate
1.6K
+ 207.24%
$15.27 - $17.68 $24.5K - $28.4K
2.38K $40.5M
AL
Air Lease Corp

Industrials
447
+ 2980.0%
$54.35 - $64.28 $24.3K - $28.7K
462 $29.4M
VTR
Ventas, Inc.

Real Estate
405
+ 1557.69%
$62.76 - $69.99 $25.4K - $28.3K
431 $30.2M
CFG
Citizens Financial Group Inc

Financial Services
526
+ 891.53%
$46.1 - $53.65 $24.2K - $28.2K
585 $31.1M
FCX
Freeport Mcmoran Inc

Basic Materials
882
+ 58.57%
$35.34 - $47.21 $31.2K - $41.6K
2.39K $93.7M
CVX
Chevron Corp

Energy
165
+ 79.33%
$145.57 - $161.83 $24K - $26.7K
373 $57.9M
Activity Summary
Buys All Purchases 1682 New Holdings 361 Increased Positions 1321 Sells All Sells 447 Reductions 447 Sold out 0 Options Calls 0 Puts 0
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