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
ROP
Roper Technologies Inc

Industrials
20
+ 400.0%
$502.71 - $593.81 $10.1K - $11.9K
25 $14.7M
WFC
Wells Fargo & Company

Financial Services
160
+ 38.46%
$66.78 - $81.42 $10.7K - $13K
576 $41.3M
FFIV
F5, Inc.

Technology
45
+ 900.0%
$251.75 - $310.6 $11.3K - $14K
50 $13.3M
MDT
Medtronic PLC

Healthcare
115
+ 69.28%
$79.84 - $94.5 $9.18K - $10.9K
281 $25.3M
FTI
Technip Fmc PLC

Energy
152
+ 6.16%
$25.3 - $32.57 $3.85K - $4.95K
2.62K $83M
MC
Moelis & CO

Financial Services
198
+ 6600.0%
$57.91 - $81.2 $11.5K - $16.1K
201 $11.7M
GL
Globe Life Inc.

Financial Services
28
+ 7.27%
$111.2 - $131.72 $3.11K - $3.69K
413 $54.4M
Grail Inc
376
+ 167.11%
N/A
601 $15.4M
ESI
Element Solutions Inc

Basic Materials
638
+ 57.48%
$22.61 - $27.55 $14.4K - $17.6K
1.75K $39.5M
LOPE
Grand Canyon Education, Inc.

Consumer Defensive
59
+ 89.39%
$160.89 - $187.27 $9.49K - $11K
125 $21.6M
SNA
Snap On Inc

Industrials
32
+ 640.0%
$324.09 - $358.62 $10.4K - $11.5K
37 $12.5M
UNP
Union Pacific Corp

Industrials
44
+ 169.23%
$225.21 - $254.42 $9.91K - $11.2K
70 $16.6M
Lam Research Corp
145
+ 120.83%
N/A
265 $19.2M
SCHW
Schwab Charles Corp

Financial Services
133
+ 831.25%
$71.24 - $83.64 $9.47K - $11.1K
149 $11.7M
WM
Waste Management Inc

Industrials
24
+ 14.81%
$200.54 - $233.78 $4.81K - $5.61K
186 $43.1M
CRWD
Crowd Strike Holdings, Inc.

Technology
28
+ 96.55%
$308.86 - $455.36 $8.65K - $12.8K
57 $20.3M
Linde PLC
20
+ 111.11%
N/A
38 $17.9M
TENB
Tenable Holdings, Inc.

Technology
290
+ 29000.0%
$34.94 - $44.5 $10.1K - $12.9K
291 $10.2M
VZ
Verizon Communications Inc

Communication Services
189
+ 69.23%
$37.81 - $46.49 $7.15K - $8.79K
462 $21M
XEL
Xcel Energy Inc

Utilities
50
+ 2.52%
$63.37 - $72.1 $3.17K - $3.6K
2.04K $144M
CNA
Cna Financial Corp

Financial Services
141
+ 12.09%
$45.86 - $51.0 $6.47K - $7.19K
1.31K $66.4M
SIGI
Selective Insurance Group Inc

Financial Services
109
+ 10900.0%
$78.49 - $95.48 $8.56K - $10.4K
110 $10.1M
NXST
Nexstar Media Group, Inc.

Communication Services
54
+ 675.0%
$146.34 - $182.75 $7.9K - $9.87K
62 $11.1M
BJ
Bj'S Wholesale Club Holdings, Inc.

Consumer Defensive
29
+ 11.11%
$88.0 - $115.5 $2.55K - $3.35K
290 $33.1M
EVRG
Evergy, Inc.

Utilities
101
+ 28.29%
$59.9 - $69.52 $6.05K - $7.02K
458 $31.6M
BR
Broadridge Financial Solutions, Inc.

Technology
29
+ 19.33%
$221.46 - $244.83 $6.42K - $7.1K
179 $43.4M
SPOT
Spotify Technology S.A.

Communication Services
15
+ 125.0%
$457.79 - $648.32 $6.87K - $9.72K
27 $14.9M
UNM
Unum Group

Financial Services
85
+ 28.52%
$71.8 - $83.34 $6.1K - $7.08K
383 $31.2M
UBER
Uber Technologies, Inc

Technology
99
+ 57.56%
$63.17 - $81.49 $6.25K - $8.07K
271 $19.8M
FN
Fabrinet

Technology
48
+ 960.0%
$183.66 - $267.24 $8.82K - $12.8K
53 $10.5M
MTD
Mettler Toledo International Inc

Healthcare
8
+ 400.0%
$1177.09 - $1390.0 $9.42K - $11.1K
10 $11.8M
MNST
Monster Beverage Corp

Consumer Defensive
155
+ 553.57%
$46.16 - $58.58 $7.15K - $9.08K
183 $10.7M
EA
Electronic Arts Inc.

Communication Services
64
+ 533.33%
$116.53 - $146.29 $7.46K - $9.36K
76 $11M
KO
Coca Cola CO

Consumer Defensive
75
+ 18.66%
$60.81 - $72.32 $4.56K - $5.42K
477 $34.2M
COF
Capital One Financial Corp

Financial Services
50
+ 43.1%
$163.87 - $209.82 $8.19K - $10.5K
166 $29.8M
FRSH
Freshworks Inc.

Technology
644
+ 5366.67%
$14.11 - $19.75 $9.09K - $12.7K
656 $9.26M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
17
+ 170.0%
$402.49 - $513.76 $6.84K - $8.73K
27 $12.9M
FOXA
Fox Corp

Communication Services
153
+ 364.29%
$47.9 - $58.0 $7.33K - $8.87K
195 $11M
DPZ
Dominos Pizza Inc

Consumer Cyclical
14
+ 21.88%
$402.33 - $489.71 $5.63K - $6.86K
78 $35.8M
NLOK
Norton Life Lock Inc.

Technology
376
+ 30.35%
N/A
1.62K $42.9M
OTIS
Otis Worldwide Corp

Industrials
85
+ 708.33%
$90.77 - $104.01 $7.72K - $8.84K
97 $10M
THG
Hanover Insurance Group, Inc.

Financial Services
17
+ 5.54%
$147.13 - $174.61 $2.5K - $2.97K
324 $56.4M
ARDX
Ardelyx, Inc.

Healthcare
1.8K
+ 3467.31%
$4.91 - $6.36 $8.85K - $11.5K
1.86K $9.11M
ECL
Ecolab Inc.

Basic Materials
34
+ 340.0%
$229.72 - $269.82 $7.81K - $9.17K
44 $11.1M
ASAN
Asana, Inc.

Technology
625
+ 822.37%
$12.64 - $24.28 $7.9K - $15.2K
701 $10.2M
RAMP
Live Ramp Holdings, Inc.

Technology
326
+ 4075.0%
$25.18 - $35.61 $8.21K - $11.6K
334 $8.73M
FTNT
Fortinet, Inc.

Technology
55
+ 3.1%
$92.49 - $114.57 $5.09K - $6.3K
1.83K $176M
BK
Bank Of New York Mellon Corp

Financial Services
100
+ 2000.0%
$75.42 - $88.95 $7.54K - $8.9K
105 $8.81M
CF
Cf Industries Holdings, Inc.

Basic Materials
124
+ 68.13%
$75.03 - $97.25 $9.3K - $12.1K
306 $23.9M
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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