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
SBUX
Starbucks Corp

Consumer Cyclical
53
+ 147.22%
$91.75 - $115.81 $4.86K - $6.14K
89 $8.76M
THC
Tenet Healthcare Corp

Healthcare
38
+ 100.0%
$119.51 - $144.98 $4.54K - $5.51K
76 $10.2M
FOX
Fox Corp Cl B (De)

Communication Services
100
+ 454.55%
$45.64 - $54.23 $4.56K - $5.42K
122 $6.43M
XP
Xp Inc.

Financial Services
392
New
$11.05 - $15.69 $4.33K - $6.15K
392 $5.39M
DTE
Dte Energy CO

Utilities
27
+ 29.35%
$117.6 - $138.27 $3.18K - $3.73K
119 $16.5M
ZI
Zoom Info Technologies Inc.

Technology
530
New
$9.43 - $12.01 $5K - $6.37K
530 $5.3M
UCTT
Ultra Clean Holdings, Inc.

Technology
251
+ 2788.89%
$21.41 - $39.15 $5.37K - $9.83K
260 $5.57M
EQT
Eqt Corp

Energy
95
+ 558.82%
$46.16 - $54.25 $4.39K - $5.15K
112 $5.99M
KR
Kroger CO

Consumer Defensive
70
+ 106.06%
$58.36 - $67.72 $4.09K - $4.74K
136 $9.21M
SCVL
Shoe Carnival Inc

Consumer Cyclical
235
New
$21.24 - $32.31 $4.99K - $7.59K
235 $5.17M
PSA
Public Storage

Real Estate
17
+ 850.0%
$288.99 - $313.98 $4.91K - $5.34K
19 $5.72M
MYE
Myers Industries Inc

Consumer Cyclical
425
+ 2361.11%
$9.74 - $13.12 $4.14K - $5.58K
443 $5.29M
HIW
Highwoods Properties, Inc.

Real Estate
170
New
$27.69 - $30.78 $4.71K - $5.23K
170 $5.04M
MTB
M&T Bank Corp

Financial Services
32
+ 40.51%
$170.47 - $201.98 $5.46K - $6.46K
111 $19.8M
PRI
Primerica, Inc.

Financial Services
13
+ 13.27%
$271.41 - $296.43 $3.53K - $3.85K
111 $31.6M
AMD
Advanced Micro Devices Inc

Technology
57
+ 114.0%
$96.63 - $129.55 $5.51K - $7.38K
107 $11M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
17
+ 68.0%
$208.48 - $244.03 $3.54K - $4.15K
42 $10.3M
SEMR
Se Mrush Holdings, Inc.

Technology
530
+ 26500.0%
$9.27 - $18.37 $4.91K - $9.74K
532 $4.96M
MPC
Marathon Petroleum Corp

Energy
11
+ 2.05%
$134.72 - $159.03 $1.48K - $1.75K
547 $79.6M
KMB
Kimberly Clark Corp

Consumer Defensive
33
+ 165.0%
$124.46 - $147.4 $4.11K - $4.86K
53 $7.51M
SO
Southern CO

Utilities
49
+ 116.67%
$80.96 - $92.96 $3.97K - $4.56K
91 $8.37M
HON
Honeywell International Inc

Industrials
33
+ 22.0%
$202.75 - $226.52 $6.69K - $7.48K
183 $38.7M
KEX
Kirby Corp

Industrials
49
+ 288.24%
$95.1 - $112.81 $4.66K - $5.53K
66 $6.67M
ATEC
Alphatec Holdings, Inc.

Healthcare
453
+ 199.56%
$9.06 - $12.53 $4.1K - $5.68K
680 $6.9M
BA
Boeing CO

Industrials
32
+ 31.07%
$148.15 - $186.25 $4.74K - $5.96K
135 $23M
LIVN
Liva Nova PLC

Healthcare
122
New
$37.02 - $50.73 $4.52K - $6.19K
122 $4.79M
LEN
Lennar Corp

Consumer Cyclical
45
+ 250.0%
$113.93 - $141.54 $5.13K - $6.37K
63 $7.18M
WLK
Westlake Corp

Basic Materials
48
+ 1200.0%
$99.12 - $119.16 $4.76K - $5.72K
52 $5.2M
PTEN
Patterson Uti Energy Inc

Energy
576
New
$7.15 - $9.45 $4.12K - $5.44K
576 $4.74M
LDOS
Leidos Holdings, Inc.

Technology
35
New
$126.82 - $161.11 $4.44K - $5.64K
35 $4.72M
VSAT
Viasat Inc

Technology
453
New
$7.51 - $11.81 $3.4K - $5.35K
453 $4.72M
TRGP
Targa Resources Corp.

Energy
20
+ 64.52%
$178.44 - $217.22 $3.57K - $4.34K
51 $10.2M
CTKB
Cytek Biosciences, Inc.

Healthcare
1.16K
New
$4.0 - $7.26 $4.65K - $8.44K
1.16K $4.66M
PTCT
Ptc Therapeutics, Inc.

Healthcare
70
+ 38.04%
$41.81 - $57.17 $2.93K - $4K
254 $12.9M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
9
New
$507.05 - $563.67 $4.56K - $5.07K
9 $4.63M
MKC
Mccormick & CO Inc

Consumer Defensive
55
+ 392.86%
$71.24 - $84.73 $3.92K - $4.66K
69 $5.68M
RSG
Republic Services, Inc.

Industrials
6
+ 7.79%
$200.09 - $242.16 $1.2K - $1.45K
83 $20.1M
SPGI
S&P Global Inc.

Financial Services
9
+ 300.0%
$478.26 - $543.77 $4.3K - $4.89K
12 $6.17M
LHX
L3 Harris Technologies, Inc.

Industrials
22
+ 733.33%
$194.65 - $222.86 $4.28K - $4.9K
25 $5.16M
OI
O I Glass, Inc.

Consumer Cyclical
398
New
$10.17 - $12.26 $4.05K - $4.88K
398 $4.57M
MET
Metlife Inc

Financial Services
57
+ 570.0%
$77.7 - $87.0 $4.43K - $4.96K
67 $5.4M
ES
Eversource Energy

Utilities
71
+ 295.83%
$55.63 - $63.8 $3.95K - $4.53K
95 $5.89M
NYT
New York Times CO

Communication Services
91
+ 9100.0%
$46.9 - $55.89 $4.27K - $5.09K
92 $4.56M
ACMR
Acm Research, Inc.

Technology
176
+ 374.47%
$15.41 - $29.98 $2.71K - $5.28K
223 $5.21M
Corpay Inc
12
+ 40.0%
N/A
42 $14.6M
ORI
Old Republic International Corp

Financial Services
102
+ 66.67%
$33.46 - $39.22 $3.41K - $4K
255 $10M
BERY
Berry Global Group, Inc.

Consumer Cyclical
49
+ 24.26%
$64.35 - $73.03 $3.15K - $3.58K
251 $17.5M
KWR
Quaker Chemical Corp

Basic Materials
36
New
$123.61 - $145.39 $4.45K - $5.23K
36 $4.45M
DXCM
Dexcom Inc

Healthcare
104
+ 36.88%
$67.74 - $90.75 $7.04K - $9.44K
386 $26.4M
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
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