True Wealth Design, LLC Incresed Positions in Q3 2024

True Wealth Design, LLC

  • $256 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
DFEV
Dimensional ETF Tr Emerging Mk

ETFs
19.5K
+ 2.54%
$25.73 - $28.81 $501K - $561K
786K $22.4B
TFLR
T Rowe Price Exchange Traded F
6.68K
+ 17.2%
N/A
45.5K $2.35B
PEP
Pepsico Inc

Consumer Defensive
952
+ 233.33%
$161.9 - $179.3 $154K - $171K
1.36K $231M
NVDA
Nvidia Corp

Technology
1.32K
+ 74.79%
$98.91 - $134.91 $131K - $178K
3.09K $375M
CMCSA
Comcast Corp

Communication Services
3.21K
+ 1783.89%
$37.33 - $41.78 $120K - $134K
3.39K $142M
XEL
Xcel Energy Inc

Utilities
1.96K
+ 17836.36%
$52.11 - $65.3 $102K - $128K
1.97K $129M
FTNT
Fortinet, Inc.

Technology
1.55K
+ 7054.55%
$55.39 - $77.55 $86K - $120K
1.57K $122M
T
At&T Inc.

Communication Services
5.25K
+ 1936.9%
$18.21 - $22.28 $95.6K - $117K
5.52K $121M
DAL
Delta Air Lines, Inc.

Industrials
1.94K
+ 7748.0%
$37.32 - $51.8 $72.3K - $100K
1.96K $99.7M
VRSN
Verisign Inc

Technology
509
+ 16966.67%
$174.18 - $190.64 $88.7K - $97K
512 $97.3M
ROST
Ross Stores, Inc.

Consumer Cyclical
628
+ 4186.67%
$136.06 - $155.24 $85.4K - $97.5K
643 $96.8M
HWM
Howmet Aerospace Inc.

Industrials
919
+ 4836.84%
$77.3 - $100.22 $71K - $92.1K
938 $94M
HPE
Hewlett Packard Enterprise CO

Technology
4.35K
+ 8369.23%
$16.1 - $21.44 $70.1K - $93.3K
4.4K $90.1M
V
Visa Inc.

Financial Services
318
+ 1325.0%
$253.74 - $291.56 $80.7K - $92.7K
342 $94M
BAC
Bank Of America Corp

Financial Services
2.17K
+ 722.33%
$36.65 - $44.13 $79.4K - $95.6K
2.47K $97.9M
ZM
Zoom Video Communications, Inc.

Technology
1.18K
+ 10763.64%
$55.32 - $71.9 $65.5K - $85.1K
1.2K $83.3M
AVGO
Broadcom Inc.

Technology
643
+ 3061.9%
$136.27 - $1745.86 $87.6K - $1.12M
664 $115M
TRMB
Trimble Inc.

Technology
1.27K
+ 9042.86%
$49.82 - $62.06 $63.1K - $78.6K
1.28K $79.5M
PGR
Progressive Corp

Financial Services
273
+ 142.93%
$209.46 - $259.24 $57.2K - $70.8K
464 $118M
VMC
Vulcan Materials CO

Basic Materials
302
+ 6040.0%
$231.83 - $274.51 $70K - $82.9K
307 $76.9M
COST
Costco Wholesale Corp

Consumer Defensive
83
+ 176.6%
$801.83 - $917.05 $66.6K - $76.1K
130 $115M
ABNB
Airbnb, Inc.

Consumer Cyclical
583
+ 11660.0%
$113.01 - $154.34 $65.9K - $90K
588 $74.6M
PAG
Penske Automotive Group, Inc.

Consumer Cyclical
445
+ 14833.33%
$143.74 - $174.11 $64K - $77.5K
448 $72.8M
CL
Colgate Palmolive CO

Consumer Defensive
672
+ 1460.87%
$95.54 - $108.77 $64.2K - $73.1K
718 $74.5M
NBIX
Neurocrine Biosciences Inc

Healthcare
587
+ 11740.0%
$114.58 - $153.15 $67.3K - $89.9K
592 $68.2M
ILMN
Illumina, Inc.

Healthcare
507
+ 25350.0%
$105.28 - $135.9 $53.4K - $68.9K
509 $66.4M
CCK
Crown Holdings Inc

Consumer Cyclical
685
+ 6850.0%
$71.52 - $95.86 $49K - $65.7K
695 $66.6M
NTNX
Nutanix, Inc.

Technology
1.09K
+ 10930.0%
$46.0 - $63.19 $50.3K - $69.1K
1.1K $65.4M
CTAS
Cintas Corp

Industrials
314
+ 7850.0%
$201.38 - $819.83 $63.2K - $257K
318 $65.5M
ED
Consolidated Edison Inc

Utilities
598
+ 4983.33%
$88.42 - $104.97 $52.9K - $62.8K
610 $63.5M
D
Dominion Energy, Inc

Utilities
1.06K
+ 8138.46%
$48.01 - $58.53 $50.8K - $61.9K
1.07K $61.9M
PNR
Pentair PLC

Industrials
623
+ 4450.0%
$74.39 - $97.79 $46.3K - $60.9K
637 $62.3M
ECL
Ecolab Inc.

Basic Materials
235
+ 3916.67%
$228.86 - $255.76 $53.8K - $60.1K
241 $61.5M
RBLX
Roblox Corp

Communication Services
1.36K
+ 33875.0%
$36.18 - $47.64 $49K - $64.6K
1.36K $60.2M
BMRN
Biomarin Pharmaceutical Inc

Healthcare
804
+ 13400.0%
$69.02 - $93.84 $55.5K - $75.4K
810 $56.9M
MEDP
Medpace Holdings, Inc.

Healthcare
168
+ 16800.0%
$320.58 - $457.29 $53.9K - $76.8K
169 $56.4M
PATH
Ui Path, Inc.

Technology
4.34K
+ 21710.0%
$10.75 - $13.24 $46.7K - $57.5K
4.36K $55.8M
BKNG
Booking Holdings Inc.

Consumer Cyclical
13
+ 1300.0%
$3305.62 - $4268.05 $43K - $55.5K
14 $59M
EIX
Edison International

Utilities
619
+ 5158.33%
$71.19 - $87.72 $44.1K - $54.3K
631 $55M
ES
Eversource Energy

Utilities
767
+ 10957.14%
$56.52 - $68.38 $43.4K - $52.4K
774 $52.7M
RL
Ralph Lauren Corp

Consumer Cyclical
268
+ 8933.33%
$158.53 - $197.61 $42.5K - $53K
271 $52.5M
BMY
Bristol Myers Squibb CO

Healthcare
942
+ 296.23%
$39.66 - $51.75 $37.4K - $48.7K
1.26K $65.2M
WAB
Westinghouse Air Brake Technologies Corp

Industrials
283
+ 2572.73%
$150.01 - $182.29 $42.5K - $51.6K
294 $53.4M
ANET
Arista Networks, Inc.

Technology
128
+ 2133.33%
$311.42 - $388.21 $39.9K - $49.7K
134 $51.4M
MDT
Medtronic PLC

Healthcare
538
+ 1793.33%
$76.84 - $91.03 $41.3K - $49K
568 $51.1M
TT
Trane Technologies PLC

Industrials
124
+ 1771.43%
$314.21 - $388.71 $39K - $48.2K
131 $50.9M
ETN
Eaton Corp PLC

Industrials
146
+ 1622.22%
$272.52 - $333.02 $39.8K - $48.6K
155 $51.4M
TRU
Trans Union

Industrials
459
+ 4590.0%
$72.72 - $106.05 $33.4K - $48.7K
469 $49.1M
PINS
Pinterest, Inc.

Communication Services
1.49K
+ 8261.11%
$28.66 - $43.51 $42.6K - $64.7K
1.51K $48.7M
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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