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
LKQ
Lkq Corp

Consumer Cyclical
252
+ 240.0%
$36.0 - $39.99 $9.07K - $10.1K
357 $13.1M
MSCI
Msci Inc.

Financial Services
13
+ 20.0%
$569.09 - $635.99 $7.4K - $8.27K
78 $46.8M
WSM
Williams Sonoma Inc

Consumer Cyclical
46
+ 460.0%
$129.13 - $198.21 $5.94K - $9.12K
56 $10.4M
UBER
Uber Technologies, Inc

Technology
151
+ 719.05%
$59.93 - $86.34 $9.05K - $13K
172 $10.4M
HAYW
Hayward Holdings, Inc.

Industrials
582
+ 20.36%
$14.5 - $16.6 $8.44K - $9.66K
3.44K $52.6M
ESNT
Essent Group Ltd.

Financial Services
172
+ 268.75%
$52.73 - $64.9 $9.07K - $11.2K
236 $12.8M
ETN
Eaton Corp PLC

Industrials
26
+ 16.77%
$326.96 - $377.52 $8.5K - $9.82K
181 $60M
ITCI
Intra Cellular Therapies, Inc.

Healthcare
48
+ 11.06%
$71.19 - $91.57 $3.42K - $4.4K
482 $40.3M
PNR
Pentair PLC

Industrials
65
+ 10.2%
$95.0 - $109.21 $6.18K - $7.1K
702 $70.7M
DASH
Door Dash, Inc.

Communication Services
29
+ 21.17%
$141.93 - $180.48 $4.12K - $5.23K
166 $27.9M
PEN
Penumbra Inc

Healthcare
9
+ 6.67%
$190.97 - $253.66 $1.72K - $2.28K
144 $34.2M
DFSI
Dimensional ETF Tr Dimen Intl
503
+ 16.91%
N/A
3.48K $114M
WFC
Wells Fargo & Company

Financial Services
36
+ 9.47%
$54.98 - $77.35 $1.98K - $2.78K
416 $29.2M
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
556
+ 2527.27%
$9.71 - $15.34 $5.4K - $8.53K
578 $7.69M
CSCO
Cisco Systems, Inc.

Technology
110
+ 79.71%
$52.45 - $60.02 $5.77K - $6.6K
248 $14.7M
HPE
Hewlett Packard Enterprise CO

Technology
153
+ 3.47%
$19.31 - $23.95 $2.95K - $3.66K
4.56K $97.3M
OZK
Bank Ozk

Financial Services
143
+ 30.69%
$41.39 - $50.55 $5.92K - $7.23K
609 $27.1M
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
226
+ 645.71%
$31.24 - $37.15 $7.06K - $8.4K
261 $8.37M
SHEL
Shell PLC

Energy
117
+ 128.57%
$60.63 - $70.23 $7.09K - $8.22K
208 $13M
CRNC
Cerence Inc.

Technology
11
+ 0.75%
$2.64 - $8.95 $29 - $98.4
1.47K $11.5M
TFX
Teleflex Inc

Healthcare
104
+ 62.28%
$172.66 - $245.13 $18K - $25.5K
271 $48.2M
KMI
Kinder Morgan, Inc.

Energy
11
+ 0.9%
$22.59 - $28.54 $248 - $314
1.23K $33.7M
VREX
Varex Imaging Corp

Healthcare
359
+ 65.63%
$11.23 - $16.68 $4.03K - $5.99K
906 $13.2M
INSP
Inspire Medical Systems, Inc.

Healthcare
55
+ 39.01%
$172.7 - $214.93 $9.5K - $11.8K
196 $36.3M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
95
+ 30.74%
$55.73 - $66.16 $5.29K - $6.29K
404 $24.4M
NET
Cloudflare, Inc.

Technology
4
+ 1.81%
$78.11 - $117.56 $312 - $470
225 $24.3M
Jacobs Solutions Inc
41
+ 12.28%
N/A
375 $50.1M
T
At&T Inc.

Communication Services
87
+ 1.58%
$21.22 - $23.88 $1.85K - $2.08K
5.61K $128M
ILMN
Illumina, Inc.

Healthcare
33
+ 6.48%
$128.99 - $155.15 $4.26K - $5.12K
542 $72.4M
URBN
Urban Outfitters Inc

Consumer Cyclical
69
+ 51.49%
$34.96 - $55.81 $2.41K - $3.85K
203 $11.1M
PPG
Ppg Industries Inc

Basic Materials
69
+ 38.98%
$119.09 - $131.37 $8.22K - $9.06K
246 $29.4M
BKR
Baker Hughes CO

Energy
41
+ 4.73%
$35.98 - $44.88 $1.48K - $1.84K
908 $37.2M
GWRE
Guidewire Software, Inc.

Technology
85
+ 14.36%
$168.58 - $207.12 $14.3K - $17.6K
677 $114M
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
13
+ 433.33%
$338.38 - $446.21 $4.4K - $5.8K
16 $6.96M
ISRG
Intuitive Surgical Inc

Healthcare
3
+ 2.31%
$471.27 - $550.62 $1.41K - $1.65K
133 $69.7M
BRKR
Bruker Corp

Healthcare
191
+ 36.66%
$48.25 - $67.46 $9.22K - $12.9K
712 $41.7M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
16
+ 6.84%
$442.29 - $483.08 $7.08K - $7.73K
250 $113M
EHC
Encompass Health Corp

Healthcare
64
+ 76.19%
$92.35 - $103.77 $5.91K - $6.64K
148 $13.7M
ALKS
Alkermes Plc.

Healthcare
178
+ 32.07%
$25.7 - $31.46 $4.57K - $5.6K
733 $21.1M
ITT
Itt Inc.

Industrials
38
+ 237.5%
$140.12 - $159.62 $5.32K - $6.07K
54 $7.72M
UNM
Unum Group

Financial Services
21
+ 7.58%
$58.88 - $77.07 $1.24K - $1.62K
298 $21.8M
XEL
Xcel Energy Inc

Utilities
14
+ 0.71%
$62.16 - $72.92 $870 - $1.02K
1.99K $134M
NOW
Service Now, Inc.

Technology
4
+ 57.14%
$867.18 - $1148.42 $3.47K - $4.59K
11 $11.5M
VSCO
Victoria'S Secret & Co.

Consumer Cyclical
105
+ 198.11%
$24.08 - $48.71 $2.53K - $5.11K
158 $6.55M
APP
App Lovin Corp

Technology
4
+ 20.0%
$130.67 - $401.5 $523 - $1.61K
24 $7.77M
CPRT
Copart Inc

Consumer Cyclical
31
+ 4.82%
$51.36 - $63.8 $1.59K - $1.98K
674 $38.7M
TXRH
Texas Roadhouse, Inc.

Consumer Cyclical
24
+ 14.29%
$174.04 - $205.27 $4.18K - $4.93K
192 $34.6M
AXP
American Express CO

Financial Services
6
+ 5.56%
$267.35 - $305.57 $1.6K - $1.83K
114 $33.9M
TRIP
Trip Advisor, Inc.

Consumer Cyclical
268
+ 14.41%
$12.95 - $17.41 $3.47K - $4.67K
2.13K $31.4M
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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