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
NSP
Insperity, Inc.

Industrials
92
New
$69.6 - $94.21 $6.4K - $8.67K
92 $8.21M
KURA
Kura Oncology, Inc.

Healthcare
1.24K
+ 13811.11%
$6.6 - $9.05 $8.2K - $11.2K
1.25K $8.26M
KHC
Kraft Heinz CO

Consumer Defensive
269
+ 727.03%
$28.51 - $32.22 $7.67K - $8.67K
306 $9.31M
AME
Ametek Inc

Industrials
49
+ 106.52%
$170.39 - $190.43 $8.35K - $9.33K
95 $16.4M
SNOW
Snowflake Inc.

Technology
81
+ 17.53%
$146.16 - $192.78 $11.8K - $15.6K
543 $79.3M
KBR
Kbr, Inc.

Industrials
163
+ 1086.67%
$47.88 - $60.47 $7.8K - $9.86K
178 $8.87M
MS
Morgan Stanley

Financial Services
76
+ 76.0%
$111.68 - $141.08 $8.49K - $10.7K
176 $20.5M
FMC
Fmc Corp

Basic Materials
191
+ 1123.53%
$34.54 - $56.38 $6.6K - $10.8K
208 $8.78M
AVY
Avery Dennison Corp

Industrials
45
+ 642.86%
$174.58 - $195.91 $7.86K - $8.82K
52 $9.26M
CRL
Charles River Laboratories International, Inc.

Healthcare
53
+ 2650.0%
$150.52 - $190.14 $7.98K - $10.1K
55 $8.28M
IFF
International Flavors & Fragrances Inc

Basic Materials
102
+ 1133.33%
$76.48 - $87.72 $7.8K - $8.95K
111 $8.62M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
5
+ 166.67%
$1187.71 - $1432.58 $5.94K - $7.16K
8 $11.2M
ELV
Elevance Health, Inc.

Healthcare
17
+ 283.33%
$365.9 - $436.25 $6.22K - $7.42K
23 $10.1M
PTON
Peloton Interactive, Inc.

Consumer Cyclical
1.24K
+ 3447.22%
$5.62 - $10.15 $6.97K - $12.6K
1.28K $8.07M
CTRA
Coterra Energy Inc.

Energy
94
+ 6.36%
$25.51 - $29.83 $2.4K - $2.8K
1.57K $45.4M
MAT
Mattel Inc

Consumer Cyclical
376
+ 205.46%
$17.73 - $21.94 $6.67K - $8.25K
559 $10.9M
INGR
Ingredion Inc

Consumer Defensive
56
New
$125.6 - $137.36 $7.03K - $7.69K
56 $7.57M
Kiniksa Pharmaceuticals Intl
317
+ 149.53%
N/A
529 $11.8M
MAA
Mid America Apartment Communities Inc.

Real Estate
45
New
$146.9 - $170.92 $6.61K - $7.69K
45 $7.54M
AWK
American Water Works Company, Inc.

Utilities
50
+ 1000.0%
$121.01 - $149.31 $6.05K - $7.47K
55 $8.11M
DUK
Duke Energy Corp

Utilities
58
+ 207.14%
$105.87 - $121.97 $6.14K - $7.07K
86 $10.5M
SSNC
Ss&C Technologies Holdings Inc

Technology
38
+ 6.9%
$74.75 - $89.13 $2.84K - $3.39K
589 $49.2M
VMI
Valmont Industries Inc

Industrials
26
New
$285.37 - $376.98 $7.42K - $9.8K
26 $7.44M
IBM
International Business Machines Corp

Technology
25
+ 59.52%
$217.4 - $264.74 $5.44K - $6.62K
67 $16.7M
ACT
Enact Holdings, Inc.

Financial Services
187
+ 56.84%
$31.15 - $35.03 $5.83K - $6.55K
516 $17.9M
CUBE
Cube Smart

Real Estate
170
New
$40.23 - $43.23 $6.84K - $7.35K
170 $7.26M
EGP
Eastgroup Properties Inc

Real Estate
41
New
$155.63 - $187.46 $6.38K - $7.69K
41 $7.22M
BCRX
Biocryst Pharmaceuticals Inc

Healthcare
961
+ 334.84%
$7.06 - $9.39 $6.78K - $9.02K
1.25K $9.36M
NWSA
News Corp

Communication Services
266
+ 142.25%
$26.29 - $30.49 $6.99K - $8.11K
453 $12.3M
CABO
Cable One, Inc.

Communication Services
27
New
$226.48 - $373.32 $6.11K - $10.1K
27 $7.18M
ACN
Accenture PLC

Technology
26
+ 108.33%
$300.91 - $398.25 $7.82K - $10.4K
50 $15.7M
KLAC
Kla Corp

Technology
10
+ 142.86%
$636.62 - $777.63 $6.37K - $7.78K
17 $11.2M
ED
Consolidated Edison Inc

Utilities
62
+ 516.67%
$88.0 - $110.59 $5.46K - $6.86K
74 $8.18M
CPT
Camden Property Trust

Real Estate
58
New
$109.16 - $125.53 $6.33K - $7.28K
58 $7.09M
TROX
Tronox Holdings PLC

Basic Materials
1.01K
New
$6.82 - $10.37 $6.85K - $10.4K
1.01K $7.08M
EPR
Epr Properties

Real Estate
134
New
$43.98 - $53.81 $5.89K - $7.21K
134 $7.05M
Nextracker Inc
167
New
N/A
167 $7.04M
PK
Park Hotels & Resorts Inc.

Real Estate
1.16K
+ 73.34%
$10.68 - $14.19 $12.4K - $16.4K
2.74K $29.2M
SCHN
Schnitzer Steel Industries, Inc.

Basic Materials
239
New
N/A
239 $6.9M
PYCR
Paycor Hcm, Inc.

Technology
72
+ 5.31%
$18.34 - $22.86 $1.32K - $1.65K
1.43K $32.1M
MTG
Mgic Investment Corp

Financial Services
277
New
$22.56 - $25.71 $6.25K - $7.12K
277 $6.87M
GD
General Dynamics Corp

Industrials
25
+ 833.33%
$241.94 - $272.58 $6.05K - $6.81K
28 $7.57M
PINS
Pinterest, Inc.

Communication Services
75
+ 3.34%
$29.79 - $40.0 $2.23K - $3K
2.32K $71.9M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
216
+ 53.47%
$47.79 - $59.89 $10.3K - $12.9K
620 $31.1M
CB
Chubb LTD

Financial Services
20
+ 71.43%
$257.71 - $301.99 $5.15K - $6.04K
48 $14.5M
EMN
Eastman Chemical CO

Basic Materials
77
+ 700.0%
$87.05 - $103.47 $6.7K - $7.97K
88 $7.75M
PEN
Penumbra Inc

Healthcare
9
+ 6.25%
$237.28 - $303.76 $2.14K - $2.73K
153 $40.9M
SF
Stifel Financial Corp

Financial Services
71
New
$91.62 - $117.6 $6.51K - $8.35K
71 $6.69M
APPN
Appian Corp

Technology
232
New
$28.81 - $37.23 $6.68K - $8.64K
232 $6.68M
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