True Wealth Design, LLC Incresed Positions in Q3 2025

True Wealth Design, LLC

  • $327 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
AXON
Axon Enterprise, Inc.

Industrials
8
+ 72.73%
$698.02 - $870.97 $5.58K - $6.97K
19 $13.6M
Canadian Pacific Kansas City
62
+ 187.88%
N/A
95 $7.08M
WFC
Wells Fargo & Company

Financial Services
30
+ 5.78%
$77.05 - $85.16 $2.31K - $2.55K
549 $46M
NVCR
Novo Cure LTD

Healthcare
506
+ 117.13%
$10.9 - $18.46 $5.52K - $9.34K
938 $12.1M
HLN
Haleon PLC

Healthcare
510
+ 451.33%
$8.72 - $10.35 $4.45K - $5.28K
623 $5.59M
CRC
California Resources Corp

Energy
33
+ 9.32%
$46.11 - $57.82 $1.52K - $1.91K
387 $20.6M
AXSM
Axsome Therapeutics, Inc.

Healthcare
30
+ 66.67%
$100.39 - $129.29 $3.01K - $3.88K
75 $9.11M
ATR
Aptargroup, Inc.

Healthcare
37
+ 154.17%
$130.82 - $161.82 $4.84K - $5.99K
61 $8.15M
VZ
Verizon Communications Inc

Communication Services
92
+ 18.07%
$40.84 - $45.06 $3.76K - $4.15K
601 $26.4M
STLA
Stellantis N.V.

Consumer Cyclical
472
+ 813.79%
$8.74 - $10.37 $4.13K - $4.89K
530 $4.95M
YUM
Yum Brands Inc

Consumer Cyclical
25
+ 17.24%
$139.5 - $153.94 $3.49K - $3.85K
170 $25.8M
VFC
V F Corp

Consumer Cyclical
285
+ 445.31%
$11.66 - $15.56 $3.32K - $4.43K
349 $5.04M
MATV
Schweitzer Mauduit International Inc

Basic Materials
68
+ 8.71%
$6.26 - $12.74 $426 - $866
849 $9.6M
DLTR
Dollar Tree, Inc.

Consumer Defensive
64
+ 16.93%
$94.03 - $117.16 $6.02K - $7.5K
442 $41.7M
FMS
Fresenius Medical Care Ag & Co. K Ga A

Healthcare
165
+ 471.43%
$23.52 - $28.77 $3.88K - $4.75K
200 $5.27M
ARGX
Argenx Se

Healthcare
5
+ 166.67%
$538.64 - $768.0 $2.69K - $3.84K
8 $5.9M
CASY
Caseys General Stores Inc

Consumer Cyclical
7
+ 140.0%
$494.52 - $565.32 $3.46K - $3.96K
12 $6.78M
Paysafe Limited
327
+ 8175.0%
N/A
331 $4.28M
AXL
American Axle & Manufacturing Holdings Inc

Consumer Cyclical
380
+ 38.54%
$4.25 - $6.31 $1.62K - $2.4K
1.37K $8.21M
VC
Visteon Corp

Consumer Cyclical
2
+ 1.36%
$98.77 - $128.76 $198 - $258
149 $17.9M
WABC
Westamerica Bancorporation

Financial Services
80
+ 94.12%
$47.32 - $51.89 $3.79K - $4.15K
165 $8.25M
SAFT
Safety Insurance Group Inc

Financial Services
59
+ 842.86%
$69.3 - $79.05 $4.09K - $4.66K
66 $4.67M
MXL
Maxlinear Inc

Technology
106
+ 8.28%
$14.2 - $17.31 $1.51K - $1.83K
1.39K $22.3M
BY
Byline Bancorp, Inc.

Financial Services
147
+ 816.67%
$25.49 - $29.44 $3.75K - $4.33K
165 $4.58M
AAL
American Airlines Group Inc.

Industrials
359
+ 4487.5%
N/A
367 $4.13M
MRVL
Marvell Technology, Inc.

Technology
3
+ 0.53%
$62.31 - $84.07 $187 - $252
569 $47.8M
PLNT
Planet Fitness, Inc.

Consumer Cyclical
39
+ 325.0%
$98.64 - $113.55 $3.85K - $4.43K
51 $5.29M
VOD
Vodafone Group Public LTD CO

Communication Services
340
+ 1360.0%
$10.67 - $12.06 $3.63K - $4.1K
365 $4.23M
DUK
Duke Energy Corp

Utilities
27
+ 25.23%
$116.31 - $125.93 $3.14K - $3.4K
134 $16.6M
CPA
Copa Holdings, S.A.

Industrials
33
+ 3300.0%
$107.44 - $122.34 $3.55K - $4.04K
34 $4.04M
JKHY
Henry Jack & Associates Inc

Technology
27
+ 900.0%
$148.45 - $182.09 $4.01K - $4.92K
30 $4.47M
Cooper Cos Inc
58
+ 276.19%
N/A
79 $5.42M
R
Ryder System Inc

Industrials
20
+ 400.0%
$168.66 - $189.57 $3.37K - $3.79K
25 $4.72M
ROL
Rollins Inc

Consumer Cyclical
60
+ 35.29%
$55.05 - $58.74 $3.3K - $3.52K
230 $13.5M
PRU
Prudential Financial Inc

Financial Services
39
+ 108.33%
$100.68 - $109.89 $3.93K - $4.29K
75 $7.82M
TRMK
Trustmark Corp

Financial Services
96
+ 282.35%
$36.46 - $41.06 $3.5K - $3.94K
130 $5.15M
BALL
Ball Corp

Consumer Cyclical
215
+ 17.58%
$48.47 - $59.71 $10.4K - $12.8K
1.44K $72.5M
NTR
Nutrien Ltd.

Basic Materials
66
+ 220.0%
$55.69 - $62.11 $3.68K - $4.1K
96 $5.64M
EQNR
Equinor Asa

Energy
162
+ 188.37%
$23.7 - $27.1 $3.84K - $4.39K
248 $6.05M
TT
Trane Technologies PLC

Industrials
12
+ 15.38%
$398.96 - $472.54 $4.79K - $5.67K
90 $37.9M
PTC
Ptc Inc.

Technology
17
+ 130.77%
$173.07 - $216.53 $2.94K - $3.68K
30 $6.09M
ERIC
Ericsson Lm Telephone CO

Technology
466
+ 751.61%
$7.2 - $8.55 $3.36K - $3.98K
528 $4.37M
K
Kellogg CO

Consumer Defensive
45
+ 77.59%
$76.96 - $82.02 $3.46K - $3.69K
103 $8.45M
LAUR
Laureate Education, Inc.

Consumer Defensive
117
+ 1170.0%
$22.6 - $31.57 $2.64K - $3.69K
127 $4.01M
AMWD
American Woodmark Corp

Consumer Cyclical
55
+ 1375.0%
$52.29 - $69.64 $2.88K - $3.83K
59 $3.97M
CMS
Cms Energy Corp

Utilities
47
+ 59.49%
$69.37 - $74.67 $3.26K - $3.51K
126 $9.23M
XERS
Xeris Biopharma Holdings, Inc.

Healthcare
44
+ 4.55%
$4.68 - $8.3 $206 - $365
1.01K $8.23M
BA
Boeing CO

Industrials
11
+ 5.45%
$209.79 - $237.38 $2.31K - $2.61K
213 $45.9M
WBD
Warner Bros. Discovery, Inc.

Communication Services
58
+ 18.71%
$10.78 - $19.82 $625 - $1.15K
368 $7.19M
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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