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
MAS
Masco Corp

Industrials
579
+ 66.94%
$64.44 - $76.07 $37.3K - $44K
1.44K $102M
QCOM
Qualcomm Inc

Technology
270
+ 194.24%
$145.84 - $173.55 $39.4K - $46.9K
409 $68M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
74
+ 822.22%
$567.77 - $614.76 $42K - $45.5K
83 $50.8M
ESTC
Elastic N.V.

Technology
536
+ 391.24%
$72.54 - $92.3 $38.9K - $49.5K
673 $56.9M
JPM
Jpmorgan Chase & CO

Financial Services
110
+ 26.51%
$282.78 - $316.06 $31.1K - $34.8K
525 $166M
DD
Du Pont De Nemours, Inc.

Basic Materials
432
+ 34.75%
$69.9 - $78.26 $30.2K - $33.8K
1.68K $130M
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
48
+ 20.43%
$473.44 - $553.71 $22.7K - $26.6K
283 $155M
RL
Ralph Lauren Corp

Consumer Cyclical
81
+ 16.74%
$272.1 - $320.75 $22K - $26K
565 $177M
INGR
Ingredion Inc

Consumer Defensive
370
+ 500.0%
$121.01 - $138.21 $44.8K - $51.1K
444 $54.2M
NFG
National Fuel Gas CO

Energy
466
+ 3883.33%
$82.19 - $93.72 $38.3K - $43.7K
478 $44.2M
BRBR
Bellring Brands, Inc.

Consumer Defensive
1.19K
+ 4110.34%
$35.51 - $58.78 $42.3K - $70.1K
1.22K $44.4M
AEP
American Electric Power CO Inc

Utilities
373
+ 565.15%
$103.26 - $115.0 $38.5K - $42.9K
439 $49.4M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
565
+ 298.94%
$68.24 - $73.73 $38.6K - $41.7K
754 $55.4M
BMY
Bristol Myers Squibb CO

Healthcare
936
+ 678.26%
$43.31 - $48.98 $40.5K - $45.8K
1.07K $48.4M
UTHR
United Therapeutics Corp

Healthcare
96
+ 738.46%
$274.7 - $438.75 $26.4K - $42.1K
109 $45.7M
OC
Owens Corning

Industrials
286
+ 183.33%
$136.56 - $157.69 $39.1K - $45.1K
442 $62.5M
UHS
Universal Health Services Inc

Healthcare
197
+ 679.31%
$154.95 - $204.44 $30.5K - $40.3K
226 $46.2M
NTNX
Nutanix, Inc.

Technology
589
+ 36.52%
$66.06 - $81.12 $38.9K - $47.8K
2.2K $164M
IVZ
Invesco Ltd.

Financial Services
1.63K
+ 367.27%
$16.17 - $23.0 $26.3K - $37.4K
2.07K $47.5M
MTG
Mgic Investment Corp

Financial Services
1.41K
+ 140.24%
$25.06 - $28.92 $35.3K - $40.7K
2.41K $68.4M
HII
Huntington Ingalls Industries, Inc.

Industrials
139
+ 6950.0%
$246.31 - $287.91 $34.2K - $40K
141 $40.6M
SNV
Synovus Financial Corp

Financial Services
818
+ 1817.78%
$46.55 - $59.6 $38.1K - $48.8K
863 $42.4M
ES
Eversource Energy

Utilities
498
+ 81.91%
$62.86 - $71.14 $31.3K - $35.4K
1.11K $78.7M
ED
Consolidated Edison Inc

Utilities
396
+ 392.08%
$95.57 - $105.36 $37.8K - $41.7K
497 $50M
CVLT
Commvault Systems Inc

Technology
203
+ 244.58%
$163.43 - $195.41 $33.2K - $39.7K
286 $54M
CCL
Carnival Corp

Consumer Cyclical
1.34K
+ 193.35%
$28.37 - $32.49 $38K - $43.5K
2.03K $58.7M
Sandisk Corp
325
+ 1083.33%
N/A
355 $39.8M
MA
Mastercard Inc

Financial Services
67
+ 109.84%
$550.18 - $598.96 $36.9K - $40.1K
128 $72.7M
GWRE
Guidewire Software, Inc.

Technology
176
+ 42.72%
$207.82 - $261.88 $36.6K - $46.1K
588 $135M
ILMN
Illumina, Inc.

Healthcare
406
+ 27.83%
$91.69 - $109.88 $37.2K - $44.6K
1.87K $177M
DELL
Dell Technologies Inc.

Technology
179
+ 28.06%
$120.96 - $141.77 $21.7K - $25.4K
817 $116M
AME
Ametek Inc

Industrials
195
+ 147.73%
$176.44 - $192.03 $34.4K - $37.4K
327 $61.5M
AN
Autonation, Inc.

Consumer Cyclical
145
+ 54.1%
$189.27 - $227.18 $27.4K - $32.9K
413 $90.4M
UAL
United Airlines Holdings, Inc.

Industrials
203
+ 19.59%
$80.05 - $109.36 $16.3K - $22.2K
1.24K $120M
MO
Altria Group, Inc.

Consumer Defensive
519
+ 138.03%
$57.75 - $67.68 $30K - $35.1K
895 $59.1M
IT
Gartner Inc

Technology
147
+ 1130.77%
$225.98 - $406.7 $33.2K - $59.8K
160 $42.1M
VMI
Valmont Industries Inc

Industrials
89
+ 254.29%
$328.58 - $387.73 $29.2K - $34.5K
124 $48.1M
TAK
Takeda Pharmaceutical CO LTD

Healthcare
2.51K
+ 1262.31%
$13.6 - $15.52 $34.2K - $39K
2.71K $39.7M
PM
Philip Morris International Inc.

Consumer Defensive
310
+ 44.54%
$157.77 - $183.27 $48.9K - $56.8K
1.01K $163M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
79
+ 28.94%
$224.68 - $282.71 $17.7K - $22.3K
352 $98.3M
IQV
Iqvia Holdings Inc.

Healthcare
95
+ 17.03%
$157.68 - $200.82 $15K - $19.1K
653 $124M
OHI
Omega Healthcare Investors Inc

Real Estate
815
+ 273.49%
$36.29 - $43.34 $29.6K - $35.3K
1.11K $47M
AYI
Acuity Brands Inc

Industrials
104
+ 5200.0%
$287.07 - $344.52 $29.9K - $35.8K
106 $36.5M
PHM
Pultegroup Inc

Consumer Cyclical
248
+ 229.63%
$108.0 - $141.42 $26.8K - $35.1K
356 $47M
WDC
Western Digital Corp

Technology
219
+ 131.93%
$63.84 - $120.06 $14K - $26.3K
385 $46.2M
WWD
Woodward, Inc.

Industrials
138
+ 627.27%
$237.33 - $266.1 $32.8K - $36.7K
160 $40.4M
BKNG
Booking Holdings Inc.

Consumer Cyclical
8
+ 38.1%
$5364.25 - $5815.92 $42.9K - $46.5K
29 $159M
PPC
Pilgrims Pride Corp

Consumer Defensive
849
+ 1248.53%
$40.22 - $50.41 $34.1K - $42.8K
917 $37.3M
BPOP
Popular, Inc.

Financial Services
255
+ 262.89%
$111.3 - $128.04 $28.4K - $32.7K
352 $44.7M
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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