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
COF
Capital One Financial Corp

Financial Services
7
+ 6.42%
$145.19 - $192.01 $1.02K - $1.34K
116 $20.7M
Dave Inc
3
+ 3.49%
N/A
89 $7.74M
HON
Honeywell International Inc

Industrials
7
+ 4.9%
$202.84 - $236.0 $1.42K - $1.65K
150 $33.8M
CRM
Salesforce, Inc.

Technology
10
+ 58.82%
$270.87 - $367.87 $2.71K - $3.68K
27 $8.89M
DLTR
Dollar Tree, Inc.

Consumer Defensive
55
+ 687.5%
$61.21 - $76.19 $3.37K - $4.19K
63 $4.72M
MDLZ
Mondelez International, Inc.

Consumer Defensive
71
+ 645.45%
$59.25 - $72.99 $4.21K - $5.18K
82 $4.91M
TT
Trane Technologies PLC

Industrials
18
+ 13.74%
$369.35 - $419.14 $6.65K - $7.54K
149 $55M
JBHT
Hunt J B Transport Services Inc

Industrials
25
+ 16.78%
$164.22 - $197.19 $4.11K - $4.93K
174 $29.7M
WING
Wingstop Inc.

Consumer Cyclical
54
+ 62.07%
$281.09 - $422.95 $15.2K - $22.8K
141 $40.1M
OMF
One Main Holdings, Inc.

Financial Services
42
+ 12.92%
$45.27 - $57.43 $1.9K - $2.41K
367 $19.1M
CINF
Cincinnati Financial Corp

Financial Services
10
+ 3.28%
$132.86 - $160.16 $1.33K - $1.6K
315 $45.3M
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
40
+ 17.7%
$101.77 - $113.02 $4.07K - $4.52K
266 $28.1M
WWD
Woodward, Inc.

Industrials
27
+ 16.36%
$159.67 - $187.29 $4.31K - $5.06K
192 $32M
AGX
Argan Inc

Industrials
6
+ 7.59%
$100.91 - $160.81 $605 - $965
85 $11.6M
ESI
Element Solutions Inc

Basic Materials
204
+ 22.52%
$24.64 - $29.33 $5.03K - $5.98K
1.11K $28.2M
TRGP
Targa Resources Corp.

Energy
18
+ 138.46%
$150.58 - $207.69 $2.71K - $3.74K
31 $5.53M
RHI
Robert Half International Inc.

Industrials
12
+ 1.34%
$65.55 - $76.8 $787 - $922
908 $64M
MAN
Manpower Group Inc.

Industrials
92
+ 82.88%
$56.82 - $74.28 $5.23K - $6.83K
203 $11.7M
MS
Morgan Stanley

Financial Services
13
+ 14.94%
$104.42 - $134.99 $1.36K - $1.75K
100 $12.6M
FIVE
Five Below, Inc

Consumer Cyclical
33
+ 3300.0%
$83.0 - $115.97 $2.74K - $3.83K
34 $3.57M
CHRS
Coherus Bio Sciences, Inc.

Healthcare
1.73K
+ 67.26%
$0.67 - $1.71 $1.16K - $2.95K
4.3K $5.93M
EOG
Eog Resources Inc

Energy
27
+ 103.85%
$118.22 - $136.54 $3.19K - $3.69K
53 $6.44M
CDNS
Cadence Design Systems Inc

Technology
4
+ 5.71%
$249.1 - $324.54 $996 - $1.3K
74 $22.2M
PNW
Pinnacle West Capital Corp

Utilities
38
+ 1266.67%
$84.03 - $94.52 $3.19K - $3.59K
41 $3.48M
XOM
Exxon Mobil Corp

Energy
43
+ 25.9%
$105.51 - $125.37 $4.54K - $5.39K
209 $22.5M
COUR
Coursera, Inc.

Consumer Defensive
354
+ 459.74%
$6.84 - $8.85 $2.42K - $3.13K
431 $3.66M
ABT
Abbott Laboratories

Healthcare
30
+ 8.85%
$111.93 - $119.39 $3.36K - $3.58K
369 $41.7M
BA
Boeing CO

Industrials
3
+ 3.0%
$138.14 - $180.72 $414 - $542
103 $18.2M
FICO
Fair Isaac Corp

Technology
1
+ 5.0%
$1911.01 - $2382.4 $1.91K - $2.38K
21 $41.8M
Z
Zillow Group Inc Cl C Cap Stk

Communication Services
38
+ 475.0%
$58.32 - $85.45 $2.22K - $3.25K
46 $3.41M
Genedx Holdings Corp
3
+ 3.9%
N/A
80 $6.15M
CLX
Clorox CO

Consumer Defensive
18
+ 20.69%
$156.51 - $169.74 $2.82K - $3.06K
105 $17.1M
EYE
National Vision Holdings, Inc.

Consumer Cyclical
287
+ 123.71%
$9.69 - $12.45 $2.78K - $3.57K
519 $5.41M
HD
Home Depot, Inc.

Consumer Cyclical
13
+ 9.63%
$385.02 - $431.37 $5.01K - $5.61K
148 $57.5M
PH
Parker Hannifin Corp

Industrials
2
+ 0.52%
$621.74 - $709.46 $1.24K - $1.42K
389 $247M
MCS
Marcus Corp

Communication Services
125
+ 2500.0%
$15.15 - $23.15 $1.89K - $2.89K
130 $2.8M
FCX
Freeport Mcmoran Inc

Basic Materials
83
+ 212.82%
$38.08 - $50.82 $3.16K - $4.22K
122 $4.66M
TPL
Texas Pacific Land Corp

Energy
1
+ 14.29%
$915.49 - $1730.0 $915 - $1.73K
8 $8.85M
STRL
Sterling Construction CO Inc

Industrials
5
+ 6.49%
$142.94 - $199.03 $715 - $995
82 $13.8M
UAL
United Airlines Holdings, Inc.

Industrials
9
+ 20.45%
$55.62 - $102.44 $501 - $922
53 $5.15M
EGHT
8 X8 Inc

Technology
818
+ 115.7%
$1.85 - $3.19 $1.51K - $2.61K
1.53K $4.07M
EBF
Ennis, Inc.

Industrials
125
+ 1136.36%
$20.19 - $24.55 $2.52K - $3.07K
136 $2.87M
CSX
Csx Corp

Industrials
86
+ 117.81%
$31.58 - $36.88 $2.72K - $3.17K
159 $5.12M
ACN
Accenture PLC

Technology
7
+ 41.18%
$343.9 - $376.86 $2.41K - $2.64K
24 $8.6M
ANF
Abercrombie & Fitch CO

Consumer Cyclical
10
+ 8.93%
$131.26 - $163.78 $1.31K - $1.64K
122 $18.2M
CRDO
Credo Technology Group Holding LTD

Technology
4
+ 6.35%
$30.16 - $77.25 $121 - $309
67 $4.5M
WRB
Berkley W R Corp

Financial Services
31
+ 7.52%
$56.48 - $64.94 $1.75K - $2.01K
443 $25.9M
CWCO
Consolidated Water Co. Ltd.

Utilities
98
+ 544.44%
$23.65 - $27.44 $2.32K - $2.69K
116 $3M
AMSF
Amerisafe Inc

Financial Services
47
+ 156.67%
N/A
77 $3.97M
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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