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
WCC
Wesco International Inc

Industrials
291
+ 409.86%
$155.3 - $199.95 $45.2K - $58.2K
362 $56.2M
ABT
Abbott Laboratories

Healthcare
269
+ 72.9%
$111.1 - $140.22 $29.9K - $37.7K
638 $84.7M
HUN
Huntsman Corp

Basic Materials
2.63K
+ 727.07%
$15.79 - $18.04 $41.6K - $47.5K
2.99K $47.3M
ZTS
Zoetis Inc.

Healthcare
245
+ 1065.22%
$156.48 - $175.67 $38.3K - $43K
268 $44.1M
IAC
Iac/Inter Active Corp

Communication Services
856
+ 14266.67%
$41.0 - $50.0 $35.1K - $42.8K
862 $39.6M
ZION
Zions Bancorporation, National Association

Financial Services
786
+ 4366.67%
$47.0 - $59.03 $36.9K - $46.4K
804 $40.1M
EXEL
Exelixis, Inc.

Healthcare
732
+ 32.49%
$32.38 - $39.16 $23.7K - $28.7K
2.99K $110M
WU
Western Union CO

Financial Services
3.28K
+ 481.76%
$10.24 - $11.62 $33.5K - $38.1K
3.96K $41.9M
HPQ
Hp Inc

Technology
1.25K
+ 2978.57%
$27.69 - $34.72 $34.6K - $43.4K
1.29K $35.8M
JPM
Jpmorgan Chase & CO

Financial Services
133
+ 51.35%
$225.19 - $279.95 $30K - $37.2K
392 $96.1M
USFD
Us Foods Holding Corp.

Consumer Defensive
535
+ 108.74%
$63.38 - $72.02 $33.9K - $38.5K
1.03K $67.2M
CSX
Csx Corp

Industrials
1.13K
+ 710.69%
$29.11 - $33.67 $32.9K - $38K
1.29K $37.9M
ALLE
Allegion PLC

Industrials
251
+ 49.31%
$123.79 - $135.5 $31.1K - $34K
760 $99.2M
ABNB
Airbnb, Inc.

Consumer Cyclical
359
+ 38.64%
$119.38 - $161.42 $42.9K - $57.9K
1.29K $154M
SNV
Synovus Financial Corp

Financial Services
690
+ 456.95%
$43.7 - $56.87 $30.2K - $39.2K
841 $39.3M
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
895
+ 342.91%
$30.38 - $34.94 $27.2K - $31.3K
1.16K $39.5M
AEO
American Eagle Outfitters Inc

Consumer Cyclical
2.71K
+ 3928.99%
$10.98 - $17.34 $29.8K - $47K
2.78K $32.3M
CRBG
Corebridge Financial, Inc.

Financial Services
936
+ 121.09%
$29.61 - $34.68 $27.7K - $32.5K
1.71K $54M
GE
General Electric CO

Industrials
46
+ 7.14%
$168.59 - $212.13 $7.76K - $9.76K
690 $138M
CME
Cme Group Inc.

Financial Services
31
+ 4.64%
$225.82 - $266.54 $7K - $8.26K
699 $185M
HWM
Howmet Aerospace Inc.

Industrials
80
+ 8.22%
$110.79 - $139.39 $8.86K - $11.2K
1.05K $137M
RYN
Rayonier Inc

Real Estate
1.05K
+ 269.41%
$24.95 - $28.24 $26.1K - $29.6K
1.44K $40.1M
M
Macy'S, Inc.

Consumer Cyclical
2.33K
+ 6864.71%
$12.56 - $16.82 $29.3K - $39.3K
2.37K $29.7M
MCD
Mcdonalds Corp

Consumer Cyclical
36
+ 4.59%
$279.74 - $321.29 $10.1K - $11.6K
820 $256M
COST
Costco Wholesale Corp

Consumer Defensive
26
+ 20.8%
$890.62 - $1076.86 $23.2K - $28K
151 $143M
TMO
Thermo Fisher Scientific Inc.

Healthcare
57
+ 475.0%
$497.6 - $606.74 $28.4K - $34.6K
69 $34.6M
ESNT
Essent Group Ltd.

Financial Services
472
+ 200.0%
$53.6 - $59.25 $25.3K - $28K
708 $40.9M
PEP
Pepsico Inc

Consumer Defensive
199
+ 18.39%
$142.64 - $156.42 $28.4K - $31.1K
1.28K $192M
OKTA
Okta, Inc.

Technology
116
+ 20.1%
$78.83 - $116.72 $9.14K - $13.5K
693 $72.9M
BKNG
Booking Holdings Inc.

Consumer Cyclical
7
+ 50.0%
$4295.4 - $5141.88 $30.1K - $36K
21 $98.4M
OC
Owens Corning

Industrials
191
+ 1910.0%
$137.83 - $191.19 $26.3K - $36.5K
201 $28.7M
XOM
Exxon Mobil Corp

Energy
206
+ 98.56%
$105.44 - $118.93 $21.7K - $24.5K
415 $49.4M
ABBV
Abb Vie Inc.

Healthcare
85
+ 30.04%
$169.2 - $216.66 $14.4K - $18.4K
368 $77.1M
ARE
Alexandria Real Estate Equities, Inc.

Real Estate
322
+ 49.61%
$92.51 - $102.81 $29.8K - $33.1K
971 $89.8M
V
Visa Inc.

Financial Services
71
+ 151.06%
$306.92 - $362.71 $21.8K - $25.8K
118 $41.3M
C
Citigroup Inc

Financial Services
362
+ 30.29%
$67.23 - $84.63 $24.3K - $30.6K
1.56K $111M
UNH
Unitedhealth Group Inc

Healthcare
45
+ 31.69%
$461.52 - $548.18 $20.8K - $24.7K
187 $98M
BROS
Dutch Bros Inc.

Consumer Cyclical
419
+ 3223.08%
$55.77 - $85.37 $23.4K - $35.8K
432 $26.7M
NWL
Newell Brands Inc.

Consumer Defensive
4.83K
+ 389.28%
$6.2 - $10.66 $30K - $51.5K
6.07K $37.6M
CRUS
Cirrus Logic, Inc.

Technology
249
+ 377.27%
$97.89 - $111.4 $24.4K - $27.7K
315 $31.4M
NFLX
Netflix Inc

Communication Services
25
+ 92.59%
$828.4 - $1058.6 $20.7K - $26.5K
52 $48.5M
BBWI
Bath & Body Works, Inc.

Consumer Cyclical
1.14K
+ 93.42%
$28.45 - $41.08 $32.3K - $46.7K
2.35K $71.3M
PANW
Palo Alto Networks Inc

Technology
157
+ 65.97%
$167.82 - $208.28 $26.3K - $32.7K
395 $67.4M
ITCI
Intra Cellular Therapies, Inc.

Healthcare
2
+ 0.41%
$81.78 - $131.92 $164 - $264
484 $63.9M
PCTY
Paylocity Holding Corp

Technology
125
+ 12500.0%
$183.21 - $217.86 $22.9K - $27.2K
126 $23.6M
CNC
Centene Corp

Healthcare
379
+ 14.39%
$55.93 - $65.89 $21.2K - $25K
3.01K $183M
EEFT
Euronet Worldwide, Inc.

Technology
217
+ 21700.0%
$94.42 - $110.06 $20.5K - $23.9K
218 $23.3M
RTX
Raytheon Technologies Corp

Industrials
124
+ 30.92%
$114.1 - $135.66 $14.1K - $16.8K
525 $69.5M
S
Sentinel One, Inc.

Technology
1.29K
+ 1375.53%
$18.17 - $24.97 $23.5K - $32.3K
1.39K $25.2M
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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