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
BDX
Becton Dickinson & CO

Healthcare
162
+ 65.32%
$172.41 - $199.66 $27.9K - $32.3K
410 $76.7M
CCK
Crown Holdings Inc

Consumer Cyclical
391
+ 59.06%
$92.19 - $108.12 $36K - $42.3K
1.05K $102M
UL
Unilever PLC

Consumer Defensive
565
+ 548.54%
$58.43 - $65.01 $33K - $36.7K
668 $39.6M
LDOS
Leidos Holdings, Inc.

Technology
143
+ 71.5%
$159.2 - $188.96 $22.8K - $27K
343 $64.8M
FFIV
F5, Inc.

Technology
85
+ 45.95%
$290.76 - $334.59 $24.7K - $28.4K
270 $87.3M
TMUS
T Mobile Us, Inc.

Communication Services
136
+ 191.55%
$226.02 - $259.01 $30.7K - $35.2K
207 $49.7M
QRVO
Qorvo, Inc.

Technology
353
+ 560.32%
$83.6 - $96.31 $29.5K - $34K
416 $37.9M
META
Meta Platforms, Inc.

Communication Services
45
+ 19.31%
$695.21 - $791.73 $31.3K - $35.6K
278 $204M
HCA
Hca Healthcare, Inc.

Healthcare
70
+ 179.49%
$334.32 - $426.2 $23.4K - $29.8K
109 $46.6M
Te Connectivity PLC
42
+ 9.46%
N/A
486 $107M
KRC
Kilroy Realty Corp

Real Estate
688
+ 213.66%
$34.55 - $44.44 $23.8K - $30.6K
1.01K $42.7M
V
Visa Inc.

Financial Services
98
+ 64.05%
$332.09 - $358.86 $32.5K - $35.2K
251 $85.6M
WDAY
Workday, Inc.

Technology
130
+ 209.68%
$213.69 - $247.69 $27.8K - $32.2K
192 $46.3M
SWKS
Skyworks Solutions, Inc.

Technology
399
+ 204.62%
$67.52 - $82.97 $26.9K - $33.1K
594 $45.7M
Veralto Corp
290
+ 852.94%
N/A
324 $34.5M
BHP
Bhp Group LTD

Basic Materials
526
+ 229.69%
$48.67 - $56.22 $25.6K - $29.6K
755 $42.1M
TNL
Travel & Leisure Co.

Consumer Cyclical
363
+ 31.62%
$53.72 - $63.45 $19.5K - $23K
1.51K $89.9M
UNP
Union Pacific Corp

Industrials
127
+ 173.97%
$214.91 - $237.16 $27.3K - $30.1K
200 $47.3M
SCHW
Schwab Charles Corp

Financial Services
311
+ 178.74%
$91.03 - $98.69 $28.3K - $30.7K
485 $46.3M
BYD
Boyd Gaming Corp

Consumer Cyclical
329
+ 162.07%
$79.66 - $87.38 $26.2K - $28.7K
532 $46M
LECO
Lincoln Electric Holdings Inc

Industrials
78
+ 19.02%
$210.22 - $247.76 $16.4K - $19.3K
488 $115M
HQY
Healthequity, Inc.

Healthcare
317
+ 3522.22%
$87.42 - $103.12 $27.7K - $32.7K
326 $30.9M
MET
Metlife Inc

Financial Services
361
+ 564.06%
$73.82 - $82.37 $26.6K - $29.7K
425 $35M
WTRG
Essential Utilities, Inc.

Utilities
710
+ 141.15%
$36.73 - $39.9 $26.1K - $28.3K
1.21K $48.4M
IFF
International Flavors & Fragrances Inc

Basic Materials
493
+ 896.36%
$60.3 - $77.46 $29.7K - $38.2K
548 $33.7M
TCBI
Texas Capital Bancshares Inc

Financial Services
332
+ 106.75%
$79.46 - $89.73 $26.4K - $29.8K
643 $54.4M
COKE
Coca Cola Consolidated, Inc.

Consumer Defensive
252
+ 25200.0%
$109.55 - $124.15 $27.6K - $31.3K
253 $29.6M
ELV
Elevance Health, Inc.

Healthcare
95
+ 431.82%
$274.66 - $395.76 $26.1K - $37.6K
117 $37.9M
MDT
Medtronic PLC

Healthcare
270
+ 64.13%
$87.67 - $95.74 $23.7K - $25.8K
691 $65.8M
CACI
Caci International Inc

Technology
58
+ 2900.0%
N/A
60 $29.9M
ZBRA
Zebra Technologies Corp

Technology
110
+ 32.45%
$296.92 - $341.36 $32.7K - $37.5K
449 $133M
AKAM
Akamai Technologies Inc

Technology
382
+ 1469.23%
N/A
408 $30.9M
FISV
Fiserv Inc

Technology
225
+ 3750.0%
N/A
231 $29.8M
HST
Host Hotels & Resorts, Inc.

Real Estate
1.6K
+ 207.24%
$15.27 - $17.68 $24.5K - $28.4K
2.38K $40.5M
AL
Air Lease Corp

Industrials
447
+ 2980.0%
$54.35 - $64.28 $24.3K - $28.7K
462 $29.4M
VTR
Ventas, Inc.

Real Estate
405
+ 1557.69%
$62.76 - $69.99 $25.4K - $28.3K
431 $30.2M
CFG
Citizens Financial Group Inc

Financial Services
526
+ 891.53%
$46.1 - $53.65 $24.2K - $28.2K
585 $31.1M
FCX
Freeport Mcmoran Inc

Basic Materials
882
+ 58.57%
$35.34 - $47.21 $31.2K - $41.6K
2.39K $93.7M
CVX
Chevron Corp

Energy
165
+ 79.33%
$145.57 - $161.83 $24K - $26.7K
373 $57.9M
A
Agilent Technologies, Inc.

Healthcare
165
+ 24.77%
$112.04 - $128.75 $18.5K - $21.2K
831 $107M
ITW
Illinois Tool Works Inc

Industrials
106
+ 341.94%
$252.31 - $269.41 $26.7K - $28.6K
137 $35.6M
FIVE
Five Below, Inc

Consumer Cyclical
113
+ 25.17%
$128.78 - $155.44 $14.6K - $17.6K
562 $86.9M
EPAM
Epam Systems, Inc.

Technology
187
+ 1870.0%
N/A
197 $29.7M
SONY
Sony Group Corp

Technology
927
+ 210.68%
$23.92 - $30.07 $22.2K - $27.9K
1.37K $39.4M
CF
Cf Industries Holdings, Inc.

Basic Materials
309
+ 396.15%
$80.91 - $98.75 $25K - $30.5K
387 $34.7M
SAP
Sap Se

Technology
106
+ 424.0%
$252.42 - $311.93 $26.8K - $33.1K
131 $35M
HAL
Halliburton CO

Energy
911
+ 82.82%
$20.5 - $25.11 $18.7K - $22.9K
2.01K $49.5M
Gsk PLC
605
+ 565.42%
N/A
712 $30.7M
RHI
Robert Half International Inc.

Industrials
979
+ 101.66%
$33.49 - $43.03 $32.8K - $42.1K
1.94K $66M
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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