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
KD
Kyndryl Holdings, Inc.

Technology
785
+ 103.02%
$28.94 - $43.41 $22.7K - $34.1K
1.55K $46.5M
NLOK
Norton Life Lock Inc.

Technology
529
+ 92.0%
N/A
1.1K $31.3M
PBF
Pbf Energy Inc.

Energy
452
+ 486.02%
$21.68 - $33.56 $9.8K - $15.2K
545 $16.4M
SNY
Sanofi

Healthcare
303
New
$45.07 - $51.35 $13.7K - $15.6K
303 $14.3M
NDAQ
Nasdaq, Inc.

Financial Services
168
+ 28.19%
$86.73 - $96.94 $14.6K - $16.3K
764 $67.6M
NMR
Nomura Holdings Inc

Financial Services
1.96K
New
$6.28 - $7.56 $12.3K - $14.8K
1.96K $14.2M
KLAC
Kla Corp

Technology
8
+ 25.81%
$843.9 - $1078.6 $6.75K - $8.63K
39 $41.5M
ARMK
Aramark

Industrials
366
+ 12200.0%
$37.46 - $44.15 $13.7K - $16.2K
369 $14.2M
TTWO
Take Two Interactive Software Inc

Communication Services
53
+ 252.38%
$217.37 - $259.96 $11.5K - $13.8K
74 $19.1M
GSY
Invesco Actively Mngd ETF Tr U

ETFs
278
New
$50.08 - $50.37 $13.9K - $14K
278 $14M
TTE
Total Energies Se

Energy
232
+ 662.86%
N/A
267 $15.9M
RELX
Relx PLC

Communication Services
290
+ 1526.32%
$45.13 - $54.19 $13.1K - $15.7K
309 $14.8M
FRT
Federal Realty Investment Trust

Real Estate
135
+ 1928.57%
$90.61 - $102.67 $12.2K - $13.9K
142 $14.3M
ST
Sensata Technologies Holding PLC

Technology
437
+ 62.61%
$29.37 - $33.52 $12.8K - $14.6K
1.14K $34.7M
MPWR
Monolithic Power Systems Inc

Technology
11
+ 61.11%
$711.24 - $922.81 $7.82K - $10.2K
29 $26.5M
CHK
Chesapeake Energy Corp

Energy
130
+ 371.43%
N/A
165 $17.5M
FND
Floor & Decor Holdings, Inc.

Consumer Cyclical
182
+ 3640.0%
$73.7 - $90.42 $13.4K - $16.5K
187 $13.8M
SHEL
Shell PLC

Energy
184
+ 100.55%
$69.82 - $73.93 $12.8K - $13.6K
367 $26.3M
EPR
Epr Properties

Real Estate
230
+ 99.57%
$52.58 - $61.21 $12.1K - $14.1K
461 $26.7M
LOW
Lowes Companies Inc

Consumer Cyclical
49
+ 168.97%
$215.01 - $273.02 $10.5K - $13.4K
78 $19.7M
DRS
Leonardo Drs, Inc.
298
+ 122.63%
N/A
541 $24.6M
PLD
Prologis, Inc.

Real Estate
113
+ 418.52%
$104.08 - $115.35 $11.8K - $13K
140 $16M
BR
Broadridge Financial Solutions, Inc.

Technology
59
+ 32.42%
$233.75 - $266.89 $13.8K - $15.7K
241 $57.4M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
450
+ 42.86%
$26.38 - $27.95 $11.9K - $12.6K
1.5K $41M
VRT
Vertiv Holdings CO

Industrials
68
+ 53.97%
N/A
194 $29.3M
EQR
Equity Residential

Real Estate
202
+ 2244.44%
$62.3 - $68.34 $12.6K - $13.8K
211 $13.7M
UBER
Uber Technologies, Inc

Technology
118
+ 38.56%
$86.91 - $99.57 $10.3K - $11.7K
424 $41.6M
XEL
Xcel Energy Inc

Utilities
13
+ 1.37%
$67.56 - $80.65 $878 - $1.05K
965 $77.8M
BSCU
Invesco Exc Self Ind Tr

ETFs
760
New
$16.67 - $17.03 $12.7K - $12.9K
760 $12.8M
MSM
Msc Industrial Direct CO Inc

Industrials
132
+ 157.14%
$84.9 - $92.9 $11.2K - $12.3K
216 $19.9M
CHRD
Oasis Petroleum Inc.

Energy
127
+ 309.76%
$99.37 - $114.13 $12.6K - $14.5K
168 $16.7M
COLM
Columbia Sportswear CO

Consumer Cyclical
242
+ 24200.0%
$49.3 - $64.28 $11.9K - $15.6K
243 $12.7M
WSBC
Wesbanco Inc

Financial Services
384
+ 77.89%
$29.44 - $33.7 $11.3K - $12.9K
877 $28M
ONTO
Onto Innovation Inc.

Technology
95
New
$90.0 - $136.73 $8.55K - $13K
95 $12.3M
TFLR
T Rowe Price Exchange Traded F
218
+ 0.53%
N/A
41.3K $2.13B
Reddit Inc
53
New
N/A
53 $12.2M
ESI
Element Solutions Inc

Basic Materials
446
+ 133.13%
$23.13 - $26.99 $10.3K - $12K
781 $19.7M
AZN
Astrazeneca PLC

Healthcare
146
+ 118.7%
$68.72 - $82.11 $10K - $12K
269 $20.6M
CRDO
Credo Technology Group Holding LTD

Technology
14
+ 7.49%
$87.59 - $172.31 $1.23K - $2.41K
201 $29.3M
ALK
Alaska Air Group, Inc.

Industrials
232
+ 19.91%
$49.73 - $63.86 $11.5K - $14.8K
1.4K $69.5M
ING
Ing Groep Nv

Financial Services
455
New
$22.0 - $26.08 $10K - $11.9K
455 $11.9M
FLS
Flowserve Corp

Industrials
222
+ 516.28%
$51.98 - $57.7 $11.5K - $12.8K
265 $14.1M
EBAY
Ebay Inc

Consumer Cyclical
110
+ 100.0%
$75.33 - $100.77 $8.29K - $11.1K
220 $20M
THG
Hanover Insurance Group, Inc.

Financial Services
43
+ 13.11%
$162.08 - $182.1 $6.97K - $7.83K
371 $67.4M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
65
New
$103.83 - $179.9 $6.75K - $11.7K
65 $11.6M
AEO
American Eagle Outfitters Inc

Consumer Cyclical
132
+ 10.57%
$9.83 - $19.88 $1.3K - $2.62K
1.38K $23.6M
MAN
Manpower Group Inc.

Industrials
337
+ 72.47%
$37.33 - $45.7 $12.6K - $15.4K
802 $30.4M
APLS
Apellis Pharmaceuticals, Inc.

Healthcare
379
+ 66.84%
$17.42 - $28.65 $6.6K - $10.9K
946 $21.4M
DRVN
Driven Brands Holdings Inc.

Consumer Cyclical
719
+ 71900.0%
$16.03 - $19.21 $11.5K - $13.8K
720 $11.6M
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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