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
GLW
Corning Inc

Technology
184
+ 471.79%
$44.91 - $54.25 $8.26K - $9.98K
223 $10.2M
EWBC
East West Bancorp Inc

Financial Services
104
+ 60.12%
$84.35 - $103.91 $8.77K - $10.8K
277 $24.9M
ITW
Illinois Tool Works Inc

Industrials
36
+ 28.35%
$244.9 - $274.48 $8.82K - $9.88K
163 $40.3M
KURA
Kura Oncology, Inc.

Healthcare
1.24K
+ 13811.11%
$6.6 - $9.05 $8.2K - $11.2K
1.25K $8.26M
KHC
Kraft Heinz CO

Consumer Defensive
269
+ 727.03%
$28.51 - $32.22 $7.67K - $8.67K
306 $9.31M
AME
Ametek Inc

Industrials
49
+ 106.52%
$170.39 - $190.43 $8.35K - $9.33K
95 $16.4M
SNOW
Snowflake Inc.

Technology
81
+ 17.53%
$146.16 - $192.78 $11.8K - $15.6K
543 $79.3M
KBR
Kbr, Inc.

Industrials
163
+ 1086.67%
$47.88 - $60.47 $7.8K - $9.86K
178 $8.87M
MS
Morgan Stanley

Financial Services
76
+ 76.0%
$111.68 - $141.08 $8.49K - $10.7K
176 $20.5M
FMC
Fmc Corp

Basic Materials
191
+ 1123.53%
$34.54 - $56.38 $6.6K - $10.8K
208 $8.78M
CRL
Charles River Laboratories International, Inc.

Healthcare
53
+ 2650.0%
$150.52 - $190.14 $7.98K - $10.1K
55 $8.28M
QLYS
Qualys, Inc.

Technology
63
+ 3150.0%
$121.57 - $147.7 $7.66K - $9.31K
65 $8.19M
IFF
International Flavors & Fragrances Inc

Basic Materials
102
+ 1133.33%
$76.48 - $87.72 $7.8K - $8.95K
111 $8.62M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
5
+ 166.67%
$1187.71 - $1432.58 $5.94K - $7.16K
8 $11.2M
ELV
Elevance Health, Inc.

Healthcare
17
+ 283.33%
$365.9 - $436.25 $6.22K - $7.42K
23 $10.1M
PTON
Peloton Interactive, Inc.

Consumer Cyclical
1.24K
+ 3447.22%
$5.62 - $10.15 $6.97K - $12.6K
1.28K $8.07M
CTRA
Coterra Energy Inc.

Energy
94
+ 6.36%
$25.51 - $29.83 $2.4K - $2.8K
1.57K $45.4M
MAT
Mattel Inc

Consumer Cyclical
376
+ 205.46%
$17.73 - $21.94 $6.67K - $8.25K
559 $10.9M
Kiniksa Pharmaceuticals Intl
317
+ 149.53%
N/A
529 $11.8M
AWK
American Water Works Company, Inc.

Utilities
50
+ 1000.0%
$121.01 - $149.31 $6.05K - $7.47K
55 $8.11M
DUK
Duke Energy Corp

Utilities
58
+ 207.14%
$105.87 - $121.97 $6.14K - $7.07K
86 $10.5M
SSNC
Ss&C Technologies Holdings Inc

Technology
38
+ 6.9%
$74.75 - $89.13 $2.84K - $3.39K
589 $49.2M
IBM
International Business Machines Corp

Technology
25
+ 59.52%
$217.4 - $264.74 $5.44K - $6.62K
67 $16.7M
ACT
Enact Holdings, Inc.

Financial Services
187
+ 56.84%
$31.15 - $35.03 $5.83K - $6.55K
516 $17.9M
BCRX
Biocryst Pharmaceuticals Inc

Healthcare
961
+ 334.84%
$7.06 - $9.39 $6.78K - $9.02K
1.25K $9.36M
NWSA
News Corp

Communication Services
266
+ 142.25%
$26.29 - $30.49 $6.99K - $8.11K
453 $12.3M
ACN
Accenture PLC

Technology
26
+ 108.33%
$300.91 - $398.25 $7.82K - $10.4K
50 $15.7M
KLAC
Kla Corp

Technology
10
+ 142.86%
$636.62 - $777.63 $6.37K - $7.78K
17 $11.2M
ED
Consolidated Edison Inc

Utilities
62
+ 516.67%
$88.0 - $110.59 $5.46K - $6.86K
74 $8.18M
PK
Park Hotels & Resorts Inc.

Real Estate
1.16K
+ 73.34%
$10.68 - $14.19 $12.4K - $16.4K
2.74K $29.2M
PYCR
Paycor Hcm, Inc.

Technology
72
+ 5.31%
$18.34 - $22.86 $1.32K - $1.65K
1.43K $32.1M
GD
General Dynamics Corp

Industrials
25
+ 833.33%
$241.94 - $272.58 $6.05K - $6.81K
28 $7.57M
PINS
Pinterest, Inc.

Communication Services
75
+ 3.34%
$29.79 - $40.0 $2.23K - $3K
2.32K $71.9M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
216
+ 53.47%
$47.79 - $59.89 $10.3K - $12.9K
620 $31.1M
CB
Chubb LTD

Financial Services
20
+ 71.43%
$257.71 - $301.99 $5.15K - $6.04K
48 $14.5M
EMN
Eastman Chemical CO

Basic Materials
77
+ 700.0%
$87.05 - $103.47 $6.7K - $7.97K
88 $7.75M
PEN
Penumbra Inc

Healthcare
9
+ 6.25%
$237.28 - $303.76 $2.14K - $2.73K
153 $40.9M
ALL
Allstate Corp

Financial Services
32
+ 800.0%
$180.99 - $210.18 $5.79K - $6.73K
36 $7.39M
LECO
Lincoln Electric Holdings Inc

Industrials
35
+ 159.09%
$180.51 - $216.81 $6.32K - $7.59K
57 $10.8M
VEEV
Veeva Systems Inc

Healthcare
10
+ 4.93%
$210.58 - $246.8 $2.11K - $2.47K
213 $49.3M
CMS
Cms Energy Corp

Utilities
86
+ 505.88%
$64.99 - $75.11 $5.59K - $6.46K
103 $7.74M
BAC
Bank Of America Corp

Financial Services
295
+ 11.42%
$39.61 - $47.74 $11.7K - $14.1K
2.88K $120M
NSSC
Napco Security Technologies, Inc

Industrials
288
+ 4800.0%
$23.02 - $37.2 $6.63K - $10.7K
294 $6.77M
WDC
Western Digital Corp

Technology
181
+ 452.5%
$40.43 - $72.03 $7.32K - $13K
221 $8.94M
EXC
Exelon Corp

Utilities
133
+ 266.0%
$37.3 - $46.08 $4.96K - $6.13K
183 $8.41M
OVV
Ovintiv Inc.

Energy
48
+ 2.46%
$37.84 - $45.91 $1.82K - $2.2K
2K $85.6M
BKR
Baker Hughes CO

Energy
87
+ 9.58%
$41.16 - $48.85 $3.58K - $4.25K
995 $43.7M
EXPD
Expeditors International Of Washington Inc

Industrials
53
+ 530.0%
$109.09 - $126.48 $5.78K - $6.7K
63 $7.58M
EXPE
Expedia Group, Inc.

Consumer Cyclical
75
+ 22.19%
$157.11 - $206.52 $11.8K - $15.5K
413 $69.4M
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
Track This Portfolio

Track True Wealth Design, LLC Portfolio

Follow True Wealth Design, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of True Wealth Design, LLC, based on Form 13F filings with the SEC.

News

Stay updated on True Wealth Design, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email