True Wealth Design, LLC Incresed Positions in Q4 2024

True Wealth Design, LLC

  • $258 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
TTC
Toro CO

Industrials
206
+ 127.16%
$80.1 - $88.44 $16.5K - $18.2K
368 $29.5M
FTI
Technip Fmc PLC

Energy
311
+ 14.42%
$25.16 - $31.95 $7.82K - $9.94K
2.47K $71.4M
ETSY
Etsy Inc

Consumer Cyclical
292
+ 112.74%
$47.48 - $61.61 $13.9K - $18K
551 $29.1M
W
Wayfair Inc.

Consumer Cyclical
381
+ 207.07%
$37.77 - $56.94 $14.4K - $21.7K
565 $25M
EME
Emcor Group, Inc.

Industrials
26
+ 24.3%
$427.96 - $526.95 $11.1K - $13.7K
133 $60.4M
CWT
California Water Service Group

Utilities
325
+ 590.91%
$45.33 - $54.6 $14.7K - $17.7K
380 $17.2M
IQV
Iqvia Holdings Inc.

Healthcare
74
+ 822.22%
$190.97 - $236.63 $14.1K - $17.5K
83 $16.3M
CF
Cf Industries Holdings, Inc.

Basic Materials
165
+ 970.59%
$81.39 - $94.14 $13.4K - $15.5K
182 $15.5M
HUM
Humana Inc

Healthcare
59
+ 347.06%
$233.89 - $304.18 $13.8K - $17.9K
76 $19.3M
WAB
Westinghouse Air Brake Technologies Corp

Industrials
60
+ 20.41%
$180.39 - $205.43 $10.8K - $12.3K
354 $67.1M
VEEV
Veeva Systems Inc

Healthcare
64
+ 46.04%
$201.81 - $250.45 $12.9K - $16K
203 $42.7M
BBWI
Bath & Body Works, Inc.

Consumer Cyclical
142
+ 13.22%
$28.38 - $39.27 $4.03K - $5.58K
1.22K $47.1M
WHR
Whirlpool Corp

Consumer Cyclical
89
+ 25.07%
$99.28 - $124.45 $8.84K - $11.1K
444 $50.8M
JPM
Jpmorgan Chase & CO

Financial Services
25
+ 10.68%
$205.18 - $250.29 $5.13K - $6.26K
259 $62.1M
FHN
First Horizon Corp

Financial Services
103
+ 4.46%
$14.91 - $21.42 $1.54K - $2.21K
2.41K $48.6M
FIX
Comfort Systems Usa Inc

Industrials
19
+ 13.87%
$370.68 - $504.12 $7.04K - $9.58K
156 $66.2M
MTZ
Mastec Inc

Industrials
48
+ 10.41%
$119.94 - $147.94 $5.76K - $7.1K
509 $69.3M
PNC
Pnc Financial Services Group, Inc.

Financial Services
59
+ 41.55%
$178.39 - $215.0 $10.5K - $12.7K
201 $38.7M
CMA
Comerica Inc

Financial Services
200
+ 645.16%
$57.88 - $72.73 $11.6K - $14.5K
231 $14.3M
HWM
Howmet Aerospace Inc.

Industrials
35
+ 3.73%
$99.72 - $120.09 $3.49K - $4.2K
973 $106M
BOKF
Bok Financial Corp

Financial Services
113
+ 66.86%
$101.23 - $119.67 $11.4K - $13.5K
282 $30M
PANW
Palo Alto Networks Inc

Technology
147
+ 161.54%
$181.96 - $405.9 $26.7K - $59.7K
238 $43.3M
CMCSA
Comcast Corp

Communication Services
699
+ 20.61%
$37.39 - $45.14 $26.1K - $31.6K
4.09K $154M
TRMB
Trimble Inc.

Technology
12
+ 0.94%
$60.21 - $75.4 $723 - $905
1.29K $91.3M
AXS
Axis Capital Holdings LTD

Financial Services
82
+ 16.5%
$78.26 - $94.05 $6.42K - $7.71K
579 $51.3M
VRT
Vertiv Holdings CO

Industrials
56
+ 15.3%
N/A
422 $48M
NTNX
Nutanix, Inc.

Technology
146
+ 13.24%
$56.46 - $73.18 $8.24K - $10.7K
1.25K $76.4M
DV
Double Verify Holdings, Inc.

Technology
354
+ 20.43%
$16.24 - $21.06 $5.75K - $7.46K
2.09K $40.1M
TMUS
T Mobile Us, Inc.

Communication Services
47
+ 223.81%
$206.1 - $246.94 $9.69K - $11.6K
68 $15.1M
MTDR
Matador Resources CO

Energy
99
+ 13.22%
$50.33 - $60.91 $4.98K - $6.03K
848 $47.7M
ACT
Enact Holdings, Inc.

Financial Services
326
+ 10866.67%
$32.36 - $36.93 $10.5K - $12K
329 $10.7M
BIIB
Biogen Inc.

Healthcare
70
+ 1750.0%
$146.47 - $191.55 $10.3K - $13.4K
74 $11.3M
WCC
Wesco International Inc

Industrials
57
+ 407.14%
$164.11 - $213.19 $9.35K - $12.2K
71 $12.8M
TOL
Toll Brothers, Inc.

Consumer Cyclical
84
+ 1400.0%
$123.8 - $167.8 $10.4K - $14.1K
90 $11.3M
Howard Hughes Holdings Inc
136
+ 116.24%
N/A
253 $19.5M
DTE
Dte Energy CO

Utilities
85
+ 1214.29%
$117.04 - $129.77 $9.95K - $11K
92 $11.1M
AAP
Advance Auto Parts Inc

Consumer Cyclical
108
+ 18.37%
$35.69 - $47.44 $3.85K - $5.12K
696 $32.9M
PATH
Ui Path, Inc.

Technology
801
+ 18.36%
$11.95 - $15.5 $9.57K - $12.4K
5.16K $65.6M
APLS
Apellis Pharmaceuticals, Inc.

Healthcare
214
+ 22.46%
$26.18 - $35.42 $5.6K - $7.58K
1.17K $37.2M
DUOL
Duolingo, Inc.

Technology
18
+ 19.57%
$278.75 - $373.03 $5.02K - $6.71K
110 $35.7M
AGO
Assured Guaranty LTD

Financial Services
50
+ 10.44%
$79.0 - $94.69 $3.95K - $4.73K
529 $47.6M
SQ
Block, Inc.

Technology
8
+ 1.62%
$65.06 - $98.92 $520 - $791
502 $42.6M
BMY
Bristol Myers Squibb CO

Healthcare
58
+ 4.6%
$51.92 - $59.94 $3.01K - $3.48K
1.32K $74.5M
EVR
Evercore Inc.

Financial Services
22
+ 16.79%
$247.66 - $315.67 $5.45K - $6.94K
153 $42.4M
Corpay Inc
27
+ 900.0%
N/A
30 $10.2M
DDOG
Datadog, Inc.

Technology
17
+ 7.02%
$113.98 - $168.65 $1.94K - $2.87K
259 $37.1M
NFLX
Netflix Inc

Communication Services
6
+ 28.57%
$687.65 - $936.56 $4.13K - $5.62K
27 $24.1M
TAP
Molson Coors Beverage CO

Consumer Defensive
163
+ 15.76%
$53.97 - $63.88 $8.8K - $10.4K
1.2K $68.6M
TXG
10x Genomics, Inc.

Healthcare
672
+ 896.0%
$13.18 - $21.31 $8.86K - $14.3K
747 $10.7M
Activity Summary
Buys All Purchases 833 New Holdings 278 Increased Positions 555 Sells All Sells 322 Reductions 322 Sold out 0 Options Calls 0 Puts 0
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