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
FNF
Fidelity National Financial, Inc.

Financial Services
1.04K
+ 13037.5%
$51.22 - $61.07 $53.4K - $63.7K
1.05K $63.6M
MANH
Manhattan Associates Inc

Technology
286
+ 51.07%
$196.16 - $227.94 $56.1K - $65.2K
846 $173M
G
Genpact LTD

Technology
1.5K
+ 898.8%
$41.06 - $46.13 $61.6K - $69.2K
1.67K $69.9M
ABNB
Airbnb, Inc.

Consumer Cyclical
563
+ 94.78%
$118.3 - $142.16 $66.6K - $80K
1.16K $141M
STE
Steris PLC

Healthcare
248
+ 1458.82%
$221.21 - $252.43 $54.9K - $62.6K
265 $65.6M
EVR
Evercore Inc.

Financial Services
161
+ 175.0%
$276.5 - $362.79 $44.5K - $58.4K
253 $85.3M
AWI
Armstrong World Industries Inc

Industrials
300
+ 612.24%
$163.99 - $199.13 $49.2K - $59.7K
349 $68.4M
CIEN
Ciena Corp

Technology
403
+ 3663.64%
$77.75 - $145.67 $31.3K - $58.7K
414 $60.3M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
104
+ 27.59%
$459.11 - $506.91 $47.7K - $52.7K
481 $242M
STX
Seagate Technology Holdings PLC

Technology
233
+ 665.71%
$142.01 - $236.06 $33.1K - $55K
268 $63.3M
WMB
Williams Companies, Inc.

Energy
908
+ 440.78%
$56.52 - $64.01 $51.3K - $58.1K
1.11K $70.6M
ASML
Asml Holding Nv

Technology
56
+ 329.41%
$689.63 - $968.09 $38.6K - $54.2K
73 $70.7M
DAL
Delta Air Lines, Inc.

Industrials
940
+ 193.42%
$49.0 - $61.97 $46.1K - $58.3K
1.43K $80.9M
PKG
Packaging Corp Of America

Consumer Cyclical
248
+ 375.76%
$191.41 - $220.25 $47.5K - $54.6K
314 $68.4M
WST
West Pharmaceutical Services Inc

Healthcare
212
+ 2650.0%
$210.08 - $279.1 $44.5K - $59.2K
220 $57.7M
Lam Research Corp
300
+ 70.26%
N/A
727 $97.3M
SAM
Boston Beer CO Inc

Consumer Defensive
255
+ 796.88%
$191.38 - $226.97 $48.8K - $57.9K
287 $60.7M
TRV
Travelers Companies, Inc.

Financial Services
182
+ 78.45%
$250.62 - $279.43 $45.6K - $50.9K
414 $116M
ROKU
Roku, Inc

Communication Services
460
+ 77.31%
$79.98 - $101.78 $36.8K - $46.8K
1.06K $106M
DOV
Dover Corp

Industrials
326
+ 472.46%
$165.59 - $190.9 $54K - $62.2K
395 $65.9M
BRO
Brown & Brown, Inc.

Financial Services
568
+ 4369.23%
$90.88 - $108.93 $51.6K - $61.9K
581 $54.5M
BAH
Booz Allen Hamilton Holding Corp

Industrials
526
+ 401.53%
$97.53 - $115.95 $51.3K - $61K
657 $65.7M
CVS
Cvs Health Corp

Healthcare
654
+ 156.83%
$58.75 - $76.5 $38.4K - $50K
1.07K $80.8M
NTAP
Net App, Inc.

Technology
419
+ 226.49%
$101.1 - $126.36 $42.4K - $52.9K
604 $71.6M
MGM
Mgm Resorts International

Consumer Cyclical
1.48K
+ 313.59%
$34.18 - $39.77 $50.5K - $58.7K
1.95K $67.5M
ARE
Alexandria Real Estate Equities, Inc.

Real Estate
445
+ 33.56%
$71.86 - $87.45 $32K - $38.9K
1.77K $148M
ABBV
Abb Vie Inc.

Healthcare
141
+ 35.16%
$184.85 - $231.54 $26.1K - $32.6K
542 $125M
CGNX
Cognex Corp

Technology
905
+ 129.47%
$31.85 - $46.54 $28.8K - $42.1K
1.6K $72.7M
ORI
Old Republic International Corp

Financial Services
1.14K
+ 273.8%
$35.74 - $42.47 $40.7K - $48.4K
1.56K $66M
DFAX
Dimensional ETF Tr
1.27K
+ 24.83%
$29.25 - $31.56 $37K - $39.9K
6.36K $200M
NWSA
News Corp

Communication Services
1.51K
+ 43.85%
$28.38 - $31.03 $42.9K - $46.9K
4.96K $152M
BAC
Bank Of America Corp

Financial Services
915
+ 154.82%
$44.92 - $52.42 $41.1K - $48K
1.51K $77.7M
CPRT
Copart Inc

Consumer Cyclical
1.11K
+ 1249.44%
$44.6 - $49.97 $49.6K - $55.6K
1.2K $54M
DHI
Horton D R Inc

Consumer Cyclical
283
+ 786.11%
$129.82 - $184.04 $36.7K - $52.1K
319 $54.1M
DHR
Danaher Corp

Healthcare
249
+ 389.06%
$181.46 - $212.2 $45.2K - $52.8K
313 $62.1M
CRUS
Cirrus Logic, Inc.

Technology
361
+ 193.05%
$97.25 - $127.45 $35.1K - $46K
548 $68.7M
SYF
Synchrony Financial

Financial Services
661
+ 140.34%
$67.53 - $76.86 $44.6K - $50.8K
1.13K $80.4M
PSTG
Pure Storage, Inc.

Technology
409
+ 74.64%
$54.47 - $88.29 $22.3K - $36.1K
957 $80.2M
HAS
Hasbro, Inc.

Consumer Cyclical
635
+ 477.44%
$73.92 - $81.85 $46.9K - $52K
768 $58.3M
AXTA
Axalta Coating Systems Ltd.

Basic Materials
1.69K
+ 1533.64%
$27.79 - $32.38 $46.9K - $54.6K
1.8K $51.4M
EME
Emcor Group, Inc.

Industrials
70
+ 333.33%
$530.88 - $655.83 $37.2K - $45.9K
91 $59.1M
ARW
Arrow Electronics Inc

Technology
408
+ 153.38%
$114.66 - $133.24 $46.8K - $54.4K
674 $81.6M
NVS
Novartis Ag

Healthcare
362
+ 266.18%
$113.5 - $129.73 $41.1K - $47K
498 $63.9M
DKNG
Draft Kings Inc.

Consumer Cyclical
1.48K
+ 98.27%
$37.4 - $48.23 $55.3K - $71.3K
2.98K $112M
NEM
Newmont Corp

Basic Materials
513
+ 382.84%
$57.35 - $85.25 $29.4K - $43.7K
647 $54.5M
IBM
International Business Machines Corp

Technology
169
+ 222.37%
$234.77 - $292.47 $39.7K - $49.4K
245 $69.2M
PSA
Public Storage

Real Estate
163
+ 81.5%
$271.94 - $298.09 $44.3K - $48.6K
363 $105M
NNN
National Retail Properties, Inc.

Real Estate
1.09K
+ 151.1%
$40.68 - $44.1 $44.5K - $48.2K
1.82K $77.4M
ACN
Accenture PLC

Technology
199
+ 355.36%
$232.56 - $304.78 $46.3K - $60.7K
255 $63M
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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