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
SYK
Stryker Corp

Healthcare
62
+ 563.64%
$355.18 - $399.9 $22K - $24.8K
73 $27.1M
WAT
Waters Corp

Healthcare
60
+ 600.0%
$362.16 - $417.28 $21.7K - $25K
70 $25.8M
AMKR
Amkor Technology, Inc.

Technology
1.24K
+ 3337.84%
$18.06 - $26.73 $22.3K - $33K
1.27K $23M
FIX
Comfort Systems Usa Inc

Industrials
117
+ 75.0%
$313.26 - $550.27 $36.7K - $64.4K
273 $88M
TSLA
Tesla, Inc.

Consumer Cyclical
121
+ 172.86%
$222.15 - $428.22 $26.9K - $51.8K
191 $49.5M
NTNX
Nutanix, Inc.

Technology
147
+ 11.77%
$61.28 - $77.44 $9.01K - $11.4K
1.4K $97.5M
HBAN
Huntington Bancshares Inc

Financial Services
1.58K
+ 69.34%
$14.28 - $17.39 $22.6K - $27.5K
3.87K $58M
WEN
Wendy'S CO

Consumer Cyclical
1.58K
+ 94.05%
$14.17 - $16.17 $22.4K - $25.6K
3.26K $47.8M
TPR
Tapestry, Inc.

Consumer Cyclical
160
+ 9.06%
$65.63 - $89.21 $10.5K - $14.3K
1.93K $136M
MRVL
Marvell Technology, Inc.

Technology
565
+ 188.96%
$61.57 - $126.06 $34.8K - $71.2K
864 $53.2M
DFSI
Dimensional ETF Tr Dimen Intl
371
+ 10.67%
N/A
3.85K $134M
RGLD
Royal Gold Inc

Basic Materials
33
+ 7.16%
$132.55 - $163.51 $4.37K - $5.4K
494 $80.8M
OMC
Omnicom Group Inc.

Communication Services
241
+ 1268.42%
$79.43 - $88.34 $19.1K - $21.3K
260 $21.6M
FCX
Freeport Mcmoran Inc

Basic Materials
526
+ 431.15%
$34.5 - $43.01 $18.1K - $22.6K
648 $24.5M
MPWR
Monolithic Power Systems Inc

Technology
34
+ 3400.0%
$565.7 - $720.25 $19.2K - $24.5K
35 $20.2M
GILD
Gilead Sciences, Inc.

Healthcare
69
+ 11.39%
$89.14 - $117.41 $6.15K - $8.1K
675 $75.7M
RL
Ralph Lauren Corp

Consumer Cyclical
104
+ 29.97%
$215.68 - $286.74 $22.4K - $29.8K
451 $99.6M
QDEL
Quidel Ortho Corp

Healthcare
827
+ 77.0%
$34.78 - $47.61 $28.8K - $39.4K
1.9K $66.5M
CI
Cigna Corp

Healthcare
55
+ 1833.33%
$274.49 - $329.0 $15.1K - $18.1K
58 $19.2M
MAN
Manpower Group Inc.

Industrials
313
+ 154.19%
$53.77 - $62.66 $16.8K - $19.6K
516 $29.9M
MA
Mastercard Inc

Financial Services
32
+ 320.0%
$504.67 - $576.31 $16.1K - $18.4K
42 $23.2M
STLD
Steel Dynamics Inc

Basic Materials
134
+ 1030.77%
N/A
147 $18.4M
PG
Procter & Gamble CO

Consumer Defensive
82
+ 8.3%
$158.56 - $176.26 $13K - $14.5K
1.07K $182M
CLF
Cleveland Cliffs Inc.

Basic Materials
2.05K
+ 821.2%
$8.22 - $12.02 $16.9K - $24.7K
2.3K $18.9M
VST
Vistra Corp.

Utilities
142
+ 568.0%
$108.49 - $191.89 $15.4K - $27.2K
167 $19.6M
GRMN
Garmin LTD

Technology
58
+ 17.85%
$204.55 - $241.93 $11.9K - $14K
383 $83.2M
CVX
Chevron Corp

Energy
71
+ 38.8%
$146.71 - $167.97 $10.4K - $11.9K
254 $42.5M
INCY
Incyte Corp

Healthcare
509
+ 28.84%
$60.0 - $75.26 $30.5K - $38.3K
2.27K $138M
TRV
Travelers Companies, Inc.

Financial Services
48
+ 39.67%
$232.43 - $265.13 $11.2K - $12.7K
169 $44.8M
AMGN
Amgen Inc

Healthcare
27
+ 19.42%
$258.59 - $327.36 $6.98K - $8.84K
166 $51.9M
AMZN
Amazon Com Inc

Consumer Cyclical
334
+ 20.06%
$190.26 - $242.06 $63.5K - $80.8K
2K $380M
PLTR
Palantir Technologies Inc.

Technology
123
+ 24.45%
$64.98 - $124.62 $7.99K - $15.3K
626 $52.9M
U
Unity Software Inc.

Technology
748
+ 74800.0%
$19.44 - $28.34 $14.5K - $21.2K
749 $14.7M
TCBI
Texas Capital Bancshares Inc

Financial Services
196
+ 6533.33%
$70.86 - $83.85 $13.9K - $16.4K
199 $14.9M
TWST
Twist Bioscience Corp

Healthcare
374
+ 4675.0%
$36.71 - $54.07 $13.7K - $20.2K
382 $15M
CCK
Crown Holdings Inc

Consumer Cyclical
147
+ 151.55%
$78.77 - $91.74 $11.6K - $13.5K
244 $21.8M
LLY
Eli Lilly & CO

Healthcare
8
+ 6.11%
$725.72 - $929.72 $5.81K - $7.44K
139 $115M
AXS
Axis Capital Holdings LTD

Financial Services
69
+ 11.92%
$85.54 - $100.24 $5.9K - $6.92K
648 $65M
BSX
Boston Scientific Corp

Healthcare
130
+ 309.52%
$89.38 - $106.18 $11.6K - $13.8K
172 $17.3M
ADT
Adt Inc.

Industrials
853
+ 16.2%
$6.87 - $8.23 $5.86K - $7.02K
6.12K $49.8M
CSCO
Cisco Systems, Inc.

Technology
203
+ 81.85%
$58.74 - $64.87 $11.9K - $13.2K
451 $27.8M
GS
Goldman Sachs Group Inc

Financial Services
24
+ 800.0%
$524.81 - $672.19 $12.6K - $16.1K
27 $15M
BMY
Bristol Myers Squibb CO

Healthcare
117
+ 8.88%
$53.9 - $63.11 $6.31K - $7.38K
1.44K $87.5M
BRZE
Braze, Inc.

Technology
366
+ 677.78%
$32.44 - $47.22 $11.9K - $17.3K
420 $15.2M
MMM
3 M CO

Industrials
33
+ 7.35%
$129.7 - $155.12 $4.28K - $5.12K
482 $70.8M
PGR
Progressive Corp

Financial Services
13
+ 6.16%
$235.61 - $291.22 $3.06K - $3.79K
224 $63.3M
INTC
Intel Corp

Technology
214
+ 7.5%
$19.1 - $27.39 $4.09K - $5.86K
3.07K $69.6M
CTAS
Cintas Corp

Industrials
58
+ 276.19%
$182.09 - $208.14 $10.6K - $12.1K
79 $16.2M
ADBE
Adobe Inc.

Technology
68
+ 30.22%
$377.84 - $464.11 $25.7K - $31.6K
293 $112M
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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