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
ALL
Allstate Corp

Financial Services
32
+ 800.0%
$180.99 - $210.18 $5.79K - $6.73K
36 $7.39M
LECO
Lincoln Electric Holdings Inc

Industrials
35
+ 159.09%
$180.51 - $216.81 $6.32K - $7.59K
57 $10.8M
VEEV
Veeva Systems Inc

Healthcare
10
+ 4.93%
$210.58 - $246.8 $2.11K - $2.47K
213 $49.3M
CMS
Cms Energy Corp

Utilities
86
+ 505.88%
$64.99 - $75.11 $5.59K - $6.46K
103 $7.74M
BAC
Bank Of America Corp

Financial Services
295
+ 11.42%
$39.61 - $47.74 $11.7K - $14.1K
2.88K $120M
NSSC
Napco Security Technologies, Inc

Industrials
288
+ 4800.0%
$23.02 - $37.2 $6.63K - $10.7K
294 $6.77M
WDC
Western Digital Corp

Technology
181
+ 452.5%
$40.43 - $72.03 $7.32K - $13K
221 $8.94M
EXC
Exelon Corp

Utilities
133
+ 266.0%
$37.3 - $46.08 $4.96K - $6.13K
183 $8.41M
OVV
Ovintiv Inc.

Energy
48
+ 2.46%
$37.84 - $45.91 $1.82K - $2.2K
2K $85.6M
GTES
Gates Industrial Corp PLC

Industrials
355
New
$18.41 - $23.51 $6.54K - $8.35K
355 $6.54M
BKR
Baker Hughes CO

Energy
87
+ 9.58%
$41.16 - $48.85 $3.58K - $4.25K
995 $43.7M
EXPD
Expeditors International Of Washington Inc

Industrials
53
+ 530.0%
$109.09 - $126.48 $5.78K - $6.7K
63 $7.58M
EXPE
Expedia Group, Inc.

Consumer Cyclical
75
+ 22.19%
$157.11 - $206.52 $11.8K - $15.5K
413 $69.4M
FOR
Forestar Group Inc.

Real Estate
306
+ 3825.0%
$21.07 - $27.26 $6.45K - $8.34K
314 $6.64M
Blackrock Inc
7
+ 233.33%
N/A
10 $9.52M
GES
Guess Inc

Consumer Cyclical
570
New
$9.27 - $14.23 $5.28K - $8.11K
570 $6.31M
MAS
Masco Corp

Industrials
91
+ 606.67%
$68.67 - $81.85 $6.25K - $7.45K
106 $7.37M
FR
First Industrial Realty Trust Inc

Real Estate
115
New
$48.46 - $57.99 $5.57K - $6.67K
115 $6.21M
VTRS
Viatris Inc

Healthcare
711
New
$8.68 - $12.42 $6.17K - $8.83K
711 $6.19M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
10
+ 500.0%
$634.14 - $744.83 $6.34K - $7.45K
12 $7.61M
ROL
Rollins Inc

Consumer Cyclical
107
+ 214.0%
$45.65 - $54.03 $4.88K - $5.78K
157 $8.48M
BPOP
Popular, Inc.

Financial Services
67
+ 304.55%
$87.14 - $106.33 $5.84K - $7.12K
89 $8.22M
SPG
Simon Property Group Inc

Real Estate
40
+ 47.06%
$159.48 - $187.78 $6.38K - $7.51K
125 $20.7M
AMBA
Ambarella Inc

Technology
120
New
$48.94 - $82.94 $5.87K - $9.95K
120 $6.04M
DOCS
Doximity, Inc.

Healthcare
102
+ 392.31%
$49.71 - $83.14 $5.07K - $8.48K
128 $7.43M
CRM
Salesforce, Inc.

Technology
29
+ 107.41%
$268.36 - $359.95 $7.78K - $10.4K
56 $14.9M
SAGE
Sage Therapeutics, Inc.

Healthcare
745
+ 2069.44%
$5.55 - $8.66 $4.13K - $6.45K
781 $6.21M
MCY
Mercury General Corp

Financial Services
134
+ 95.71%
$47.18 - $65.75 $6.32K - $8.81K
274 $15.3M
YUM
Yum Brands Inc

Consumer Cyclical
21
+ 18.1%
$123.25 - $162.53 $2.59K - $3.41K
137 $21.5M
OXY
Occidental Petroleum Corp

Energy
121
+ 192.06%
$45.45 - $52.7 $5.5K - $6.38K
184 $9.08M
CHD
Church & Dwight CO Inc

Consumer Defensive
15
+ 1.89%
$101.42 - $113.2 $1.52K - $1.7K
810 $89.2M
WMB
Williams Companies, Inc.

Energy
93
+ 152.46%
$54.02 - $61.09 $5.02K - $5.68K
154 $9.2M
RPRX
Royalty Pharma PLC

Healthcare
45
+ 5.63%
$25.75 - $33.86 $1.16K - $1.52K
844 $26.3M
HSIC
Henry Schein Inc

Healthcare
86
+ 4300.0%
$68.49 - $81.91 $5.89K - $7.04K
88 $6.03M
RGR
Sturm Ruger & CO Inc

Industrials
149
New
N/A
149 $5.86M
FISV
Fiserv Inc

Technology
26
+ 371.43%
N/A
33 $7.26M
FNF
Fidelity National Financial, Inc.

Financial Services
54
+ 21.43%
$54.25 - $65.27 $2.93K - $3.52K
306 $19.9M
MDLZ
Mondelez International, Inc.

Consumer Defensive
75
+ 91.46%
$56.12 - $68.15 $4.21K - $5.11K
157 $10.7M
AGCO
Agco Corp

Industrials
62
New
$88.82 - $106.69 $5.51K - $6.61K
62 $5.74M
CHH
Choice Hotels International Inc

Consumer Cyclical
43
New
$127.89 - $155.97 $5.5K - $6.71K
43 $5.71M
Biohaven LTD
241
+ 2677.78%
N/A
250 $6.01M
NNN
National Retail Properties, Inc.

Real Estate
133
New
$38.0 - $43.19 $5.05K - $5.74K
133 $5.67M
XYL
Xylem Inc.

Industrials
47
+ 522.22%
$114.02 - $132.04 $5.36K - $6.21K
56 $6.69M
AWI
Armstrong World Industries Inc

Industrials
40
New
$136.0 - $154.19 $5.44K - $6.17K
40 $5.64M
QRVO
Qorvo, Inc.

Technology
77
+ 3850.0%
$69.12 - $90.57 $5.32K - $6.97K
79 $5.72M
EOG
Eog Resources Inc

Energy
41
+ 77.36%
$120.54 - $138.05 $4.94K - $5.66K
94 $12M
D
Dominion Energy, Inc

Utilities
96
+ 137.14%
$52.85 - $57.43 $5.07K - $5.51K
166 $9.29M
NXPI
Nxp Semiconductors N.V.

Technology
30
+ 272.73%
$189.99 - $245.86 $5.7K - $7.38K
41 $7.79M
TNL
Travel & Leisure Co.

Consumer Cyclical
152
+ 41.08%
$46.29 - $57.86 $7.04K - $8.79K
522 $24.2M
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
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