True Wealth Design, LLC Incresed Positions in Q1 2025

True Wealth Design, LLC

  • $263 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
GFI
Gold Fields LTD

Basic Materials
8
+ 8.0%
$13.84 - $22.09 $111 - $177
108 $2.39M
O
Realty Income Corp

Real Estate
17
+ 121.43%
$51.67 - $58.49 $878 - $994
31 $1.8M
NRC
National Research Corp

Healthcare
125
+ 108.7%
$12.8 - $18.73 $1.6K - $2.34K
240 $3.07M
CAG
Conagra Brands Inc.

Consumer Defensive
40
+ 133.33%
$23.9 - $27.67 $956 - $1.11K
70 $1.87M
SSTK
Shutterstock, Inc.

Communication Services
56
+ 5600.0%
$17.79 - $34.5 $996 - $1.93K
57 $1.06M
TTE
Total Energies Se

Energy
12
+ 48.0%
N/A
37 $2.39M
UTMD
Utah Medical Products Inc

Healthcare
23
+ 47.92%
$56.04 - $64.17 $1.29K - $1.48K
71 $3.98M
CPB
Campbell Soup CO

Consumer Defensive
27
+ 103.85%
$37.29 - $42.04 $1.01K - $1.14K
53 $2.12M
PCAR
Paccar Inc

Industrials
20
+ 14.39%
$96.91 - $112.51 $1.94K - $2.25K
159 $15.5M
URBN
Urban Outfitters Inc

Consumer Cyclical
29
+ 14.29%
$48.81 - $60.44 $1.42K - $1.75K
232 $12.2M
AZN
Astrazeneca PLC

Healthcare
1
+ 0.85%
$65.37 - $77.96 $65.4 - $78
119 $8.75M
NUE
Nucor Corp

Basic Materials
8
+ 66.67%
$114.48 - $142.52 $916 - $1.14K
20 $2.41M
SAP
Sap Se

Technology
2
+ 9.52%
$241.4 - $293.69 $483 - $587
23 $6.18M
IT
Gartner Inc

Technology
3
+ 75.0%
$418.25 - $548.38 $1.25K - $1.65K
7 $2.94M
OMI
Owens & Minor Inc

Healthcare
125
+ 378.79%
$6.22 - $15.07 $778 - $1.88K
158 $1.43M
CASY
Caseys General Stores Inc

Consumer Cyclical
2
+ 66.67%
$378.71 - $442.54 $757 - $885
5 $2.17M
HUBB
Hubbell Inc

Industrials
4
+ 100.0%
$330.91 - $456.86 $1.32K - $1.83K
8 $2.65M
UHAL
Amerco

Industrials
15
+ 500.0%
$62.22 - $74.71 $933 - $1.12K
18 $1.18M
RS
Reliance Steel & Aluminum CO

Basic Materials
3
+ 60.0%
$266.61 - $302.66 $800 - $908
8 $2.31M
DOV
Dover Corp

Industrials
6
+ 66.67%
$174.65 - $206.43 $1.05K - $1.24K
15 $2.64M
VICR
Vicor Corp

Technology
23
+ 27.38%
$46.78 - $64.71 $1.08K - $1.49K
107 $5.01M
VEL
Velocity Financial, Inc.

Financial Services
55
+ 53.4%
$18.39 - $20.48 $1.01K - $1.13K
158 $2.96M
APD
Air Products & Chemicals, Inc.

Basic Materials
3
+ 27.27%
$283.24 - $338.07 $850 - $1.01K
14 $4.27M
RMBS
Rambus Inc

Technology
21
+ 15.11%
$51.55 - $68.59 $1.08K - $1.44K
160 $8.28M
VTYX
Ventyx Biosciences, Inc.

Healthcare
814
+ 4522.22%
$1.15 - $2.52 $936 - $2.05K
832 $957K
VALE
Vale S.A.

Basic Materials
74
+ 46.25%
$8.5 - $10.19 $629 - $754
234 $2.34M
FAST
Fastenal CO

Industrials
9
+ 23.68%
$71.11 - $79.98 $640 - $720
47 $3.65M
CHRW
C. H. Robinson Worldwide, Inc.

Industrials
9
+ 90.0%
$96.18 - $109.82 $866 - $988
19 $1.95M
BBIO
Bridge Bio Pharma, Inc.

Healthcare
9
+ 10.71%
$28.12 - $37.59 $253 - $338
93 $3.22M
ATO
Atmos Energy Corp

Utilities
5
+ 55.56%
$136.51 - $154.58 $683 - $773
14 $2.17M
CTSH
Cognizant Technology Solutions Corp

Technology
12
+ 57.14%
$75.32 - $90.7 $904 - $1.09K
33 $2.53M
WYNN
Wynn Resorts LTD

Consumer Cyclical
11
+ 275.0%
$77.0 - $93.47 $847 - $1.03K
15 $1.25M
CDW
Cdw Corp

Technology
6
+ 150.0%
$160.26 - $206.13 $962 - $1.24K
10 $1.6M
AMCR
Amcor PLC

Consumer Cyclical
89
+ 60.96%
$9.33 - $10.39 $830 - $925
235 $2.28M
PWR
Quanta Services, Inc.

Industrials
5
+ 83.33%
$236.71 - $358.03 $1.18K - $1.79K
11 $2.8M
CERS
Cerus Corp

Healthcare
715
+ 111.89%
$1.39 - $2.15 $994 - $1.54K
1.35K $1.88M
OLN
Olin Corp

Basic Materials
61
+ 100.0%
$23.36 - $34.41 $1.42K - $2.1K
122 $2.96M
HONE
Harbor One Bancorp, Inc.

Financial Services
87
+ 1740.0%
$10.37 - $12.54 $902 - $1.09K
92 $955K
POOL
Pool Corp

Industrials
3
+ 100.0%
$314.92 - $364.31 $945 - $1.09K
6 $1.91M
IHRT
I Heart Media, Inc.

Communication Services
535
+ 2431.82%
$1.47 - $2.42 $786 - $1.29K
557 $920K
ALHC
Alignment Healthcare, Inc.

Healthcare
39
+ 195.0%
$11.32 - $18.62 $441 - $726
59 $1.1M
ROK
Rockwell Automation, Inc

Industrials
4
+ 66.67%
$255.29 - $303.75 $1.02K - $1.22K
10 $2.58M
BAX
Baxter International Inc

Healthcare
23
+ 143.75%
$29.26 - $36.57 $673 - $841
39 $1.34M
IPG
Interpublic Group Of Companies, Inc.

Communication Services
33
+ 97.06%
$25.93 - $29.28 $856 - $966
67 $1.82M
MSTR
Microstrategy Inc

Technology
3
+ 150.0%
$239.27 - $396.5 $718 - $1.19K
5 $1.3M
PRIM
Primoris Services Corp

Industrials
17
+ 283.33%
$57.27 - $89.03 $974 - $1.51K
23 $1.32M
OSTK
Overstock.Com, Inc

Consumer Cyclical
145
+ 2900.0%
N/A
150 $870K
CWCO
Consolidated Water Co. Ltd.

Utilities
41
+ 35.34%
$23.77 - $29.18 $975 - $1.2K
157 $3.85M
CCS
Century Communities, Inc.

Consumer Cyclical
18
+ 30.51%
$66.87 - $78.83 $1.2K - $1.42K
77 $5.17M
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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