True Wealth Design, LLC Purchases in Q3 2024

True Wealth Design, LLC

  • $256 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
UPS
United Parcel Service Inc

Industrials
171
+ 397.67%
$123.32 - $147.38 $21.1K - $25.2K
214 $29.2M
JHG
Janus Henderson Group PLC

Financial Services
611
New
$33.55 - $38.68 $20.5K - $23.6K
611 $23.3M
SNOW
Snowflake Inc.

Technology
201
+ 5025.0%
$108.56 - $143.02 $21.8K - $28.7K
205 $23.5M
CFR
Cullen/Frost Bankers, Inc.

Financial Services
205
New
$97.66 - $119.74 $20K - $24.5K
205 $22.9M
AAP
Advance Auto Parts Inc

Consumer Cyclical
588
New
$38.53 - $64.44 $22.7K - $37.9K
588 $22.9M
VLO
Valero Energy Corp

Energy
183
+ 196.77%
$132.81 - $163.48 $24.3K - $29.9K
276 $37.3M
NSC
Norfolk Southern Corp

Industrials
88
+ 1257.14%
$213.75 - $259.69 $18.8K - $22.9K
95 $23.6M
LDOS
Leidos Holdings, Inc.

Technology
135
New
$142.66 - $163.02 $19.3K - $22K
135 $22M
ALLE
Allegion PLC

Industrials
149
+ 2128.57%
$114.67 - $145.7 $17.1K - $21.7K
156 $22.7M
AMKR
Amkor Technology, Inc.

Technology
711
New
$28.09 - $44.68 $20K - $31.8K
711 $21.8M
WFC
Wells Fargo & Company

Financial Services
380
New
$51.58 - $60.97 $19.6K - $23.2K
380 $21.5M
IRM
Iron Mountain Inc

Real Estate
5
+ 0.7%
$89.69 - $119.32 $448 - $597
719 $85.4M
CRI
Carters Inc

Consumer Cyclical
330
New
$57.26 - $71.06 $18.9K - $23.4K
330 $21.4M
EVRG
Evergy, Inc.

Utilities
342
+ 3800.0%
$52.46 - $62.01 $17.9K - $21.2K
351 $21.8M
Six Flags Entertainment Corp
516
New
N/A
516 $20.8M
NTRS
Northern Trust Corp

Financial Services
231
New
$82.48 - $92.62 $19.1K - $21.4K
231 $20.8M
PECO
Phillips Edison & Company, Inc.

Real Estate
551
New
$32.1 - $38.93 $17.7K - $21.5K
551 $20.8M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
20
+ 9.35%
$405.19 - $478.57 $8.1K - $9.57K
234 $108M
ZTS
Zoetis Inc.

Healthcare
103
+ 686.67%
$172.58 - $196.48 $17.8K - $20.2K
118 $23.1M
ONTO
Onto Innovation Inc.

Technology
97
New
$158.45 - $238.04 $15.4K - $23.1K
97 $20.1M
OZK
Bank Ozk

Financial Services
466
New
$39.66 - $47.08 $18.5K - $21.9K
466 $20M
DGX
Quest Diagnostics Inc

Healthcare
124
+ 1771.43%
$137.09 - $137.09 $17K - $17K
131 $20.3M
IRDM
Iridium Communications Inc.

Communication Services
635
New
$25.17 - $31.03 $16K - $19.7K
635 $19.3M
TER
Teradyne, Inc

Technology
145
+ 1611.11%
$114.25 - $163.0 $16.6K - $23.6K
154 $20.6M
HRL
Hormel Foods Corp

Consumer Defensive
601
New
$30.04 - $33.14 $18.1K - $19.9K
601 $19.1M
DASH
Door Dash, Inc.

Communication Services
130
+ 1857.14%
$100.28 - $143.99 $13K - $18.7K
137 $19.6M
SEE
Sealed Air Corp

Consumer Cyclical
493
New
$32.27 - $38.05 $15.9K - $18.8K
493 $17.9M
FRPT
Freshpet, Inc.

Consumer Defensive
130
New
$115.58 - $142.2 $15K - $18.5K
130 $17.8M
EPAM
Epam Systems, Inc.

Technology
89
+ 2966.67%
$185.58 - $185.58 $16.5K - $16.5K
92 $18.3M
BOKF
Bok Financial Corp

Financial Services
169
New
$87.91 - $107.34 $14.9K - $18.1K
169 $17.7M
NET
Cloudflare, Inc.

Technology
218
+ 7266.67%
$74.4 - $86.96 $16.2K - $19K
221 $17.9M
S
Sentinel One, Inc.

Technology
714
New
$19.76 - $25.26 $14.1K - $18K
714 $17.1M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
297
+ 2475.0%
$49.83 - $62.75 $14.8K - $18.6K
309 $17.8M
TNL
Travel & Leisure Co.

Consumer Cyclical
370
New
$40.55 - $49.87 $15K - $18.5K
370 $17.1M
CGNX
Cognex Corp

Technology
417
New
$36.85 - $52.91 $15.4K - $22.1K
417 $16.9M
ADBE
Adobe Inc.

Technology
34
+ 141.67%
$508.13 - $586.55 $17.3K - $19.9K
58 $30M
KSS
Kohls Corp

Consumer Cyclical
787
New
$18.62 - $22.79 $14.7K - $17.9K
787 $16.6M
UNM
Unum Group

Financial Services
277
New
$49.81 - $59.44 $13.8K - $16.5K
277 $16.5M
COF
Capital One Financial Corp

Financial Services
109
New
$131.42 - $153.05 $14.3K - $16.7K
109 $16.3M
CNHI
Cnh Industrial N.V.

Industrials
1.43K
New
$9.47 - $10.66 $13.6K - $15.3K
1.43K $15.9M
EPR
Epr Properties

Real Estate
324
New
$41.26 - $49.58 $13.4K - $16.1K
324 $15.9M
Cooper Cos Inc
141
+ 1566.67%
N/A
150 $16.6M
MKL
Markel Corp

Financial Services
10
New
$1494.55 - $1645.69 $14.9K - $16.5K
10 $15.7M
ANF
Abercrombie & Fitch CO

Consumer Cyclical
112
New
$129.86 - $184.59 $14.5K - $20.7K
112 $15.7M
ALKS
Alkermes Plc.

Healthcare
555
New
$23.01 - $28.55 $12.8K - $15.8K
555 $15.5M
OMF
One Main Holdings, Inc.

Financial Services
325
New
$43.27 - $53.14 $14.1K - $17.3K
325 $15.3M
TDC
Teradata Corp

Technology
494
New
$24.51 - $34.97 $12.1K - $17.3K
494 $15M
PKG
Packaging Corp Of America

Consumer Cyclical
68
+ 755.56%
$176.32 - $215.7 $12K - $14.7K
77 $16.6M
KMPR
Kemper Corp

Financial Services
241
New
$57.86 - $65.76 $13.9K - $15.8K
241 $14.8M
Activity Summary
Buys All Purchases 845 New Holdings 550 Increased Positions 295 Sells All Sells 240 Reductions 240 Sold out 0 Options Calls 0 Puts 0
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