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
MOS
Mosaic CO

Basic Materials
764
+ 1819.05%
$30.93 - $37.81 $23.6K - $28.9K
806 $28M
ROST
Ross Stores, Inc.

Consumer Cyclical
155
+ 151.96%
$127.59 - $152.81 $19.8K - $23.7K
257 $39.2M
CAG
Conagra Brands Inc.

Consumer Defensive
1.43K
+ 844.38%
$18.04 - $21.14 $25.7K - $30.2K
1.6K $29.2M
ENB
Enbridge Inc

Energy
500
+ 588.24%
$43.79 - $50.46 $21.9K - $25.2K
585 $29.5M
MLM
Martin Marietta Materials Inc

Basic Materials
1
+ 0.33%
$546.36 - $631.12 $546 - $631
308 $194M
PEN
Penumbra Inc

Healthcare
103
+ 68.67%
$227.15 - $287.09 $23.4K - $29.6K
253 $64.1M
PCTY
Paylocity Holding Corp

Technology
174
+ 155.36%
$159.27 - $190.36 $27.7K - $33.1K
286 $45.6M
CLX
Clorox CO

Consumer Defensive
204
+ 1020.0%
$117.67 - $131.43 $24K - $26.8K
224 $27.6M
PFE
Pfizer Inc

Healthcare
974
+ 302.48%
$23.29 - $25.88 $22.7K - $25.2K
1.3K $33M
HD
Home Depot, Inc.

Consumer Cyclical
42
+ 20.0%
$357.4 - $423.42 $15K - $17.8K
252 $102M
USB
Us Bancorp \De\

Financial Services
505
+ 216.74%
$43.94 - $50.41 $22.2K - $25.5K
738 $35.7M
PYPL
Pay Pal Holdings, Inc.

Financial Services
388
+ 285.29%
$65.64 - $78.22 $25.5K - $30.3K
524 $35.1M
FR
First Industrial Realty Trust Inc

Real Estate
403
+ 32.19%
$47.58 - $52.64 $19.2K - $21.2K
1.66K $85.2M
DECK
Deckers Outdoor Corp

Consumer Cyclical
244
+ 2440.0%
$95.32 - $123.91 $23.3K - $30.2K
254 $25.7M
Ge Vernova Inc
19
+ 12.58%
N/A
170 $105M
ZS
Zscaler, Inc.

Technology
100
+ 25.51%
$267.68 - $316.5 $26.8K - $31.7K
492 $147M
W
Wayfair Inc.

Consumer Cyclical
233
+ 250.54%
$51.99 - $90.17 $12.1K - $21K
326 $29.1M
DFSI
Dimensional ETF Tr Dimen Intl
286
+ 3.49%
N/A
8.47K $347M
OKTA
Okta, Inc.

Technology
326
+ 45.4%
$88.51 - $101.1 $28.9K - $33K
1.04K $95.7M
FOXA
Fox Corp

Communication Services
350
+ 147.68%
$53.87 - $63.06 $18.9K - $22.1K
587 $37M
DGX
Quest Diagnostics Inc

Healthcare
122
+ 369.7%
N/A
155 $29.5M
CPT
Camden Property Trust

Real Estate
225
+ 234.38%
$104.05 - $115.69 $23.4K - $26K
321 $34.3M
ECL
Ecolab Inc.

Basic Materials
80
+ 22.86%
$259.39 - $285.47 $20.8K - $22.8K
430 $118M
MMM
3 M CO

Industrials
140
+ 26.12%
$144.41 - $160.2 $20.2K - $22.4K
676 $105M
CHDN
Churchill Downs Inc

Consumer Cyclical
239
+ 23900.0%
$95.3 - $113.75 $22.8K - $27.2K
240 $23.3M
VEA
Vanguard Ftse Developed Market

ETFs
182
+ 4.33%
$56.02 - $60.3 $10.2K - $11K
4.38K $263M
GL
Globe Life Inc.

Financial Services
105
+ 24.42%
$117.6 - $146.55 $12.3K - $15.4K
535 $76.4M
TTEK
Tetra Tech Inc

Industrials
704
+ 228.57%
$33.1 - $38.34 $23.3K - $27K
1.01K $33.8M
MCD
Mcdonalds Corp

Consumer Cyclical
43
+ 5.2%
$291.67 - $316.99 $12.5K - $13.6K
870 $264M
COLB
Columbia Banking System, Inc.

Financial Services
864
+ 612.77%
$23.26 - $27.31 $20.1K - $23.6K
1.01K $25.9M
ANF
Abercrombie & Fitch CO

Consumer Cyclical
261
+ 2900.0%
$84.77 - $103.36 $22.1K - $27K
270 $23.1M
PODD
Insulet Corp

Healthcare
72
+ 288.0%
$277.3 - $352.82 $20K - $25.4K
97 $30M
AEM
Agnico Eagle Mines LTD

Basic Materials
122
+ 381.25%
$116.14 - $168.56 $14.2K - $20.6K
154 $26M
REYN
Reynolds Consumer Products Inc.

Consumer Cyclical
891
+ 1188.0%
$21.49 - $24.47 $19.1K - $21.8K
966 $23.6M
PANW
Palo Alto Networks Inc

Technology
110
+ 24.12%
$167.06 - $208.19 $18.4K - $22.9K
566 $115M
JBL
Jabil Inc

Technology
100
+ 250.0%
$202.08 - $234.45 $20.2K - $23.4K
140 $30.4M
KEYS
Keysight Technologies, Inc.

Technology
113
+ 68.48%
$158.51 - $178.15 $17.9K - $20.1K
278 $48.6M
DDOG
Datadog, Inc.

Technology
122
+ 23.37%
$124.52 - $155.15 $15.2K - $18.9K
644 $91.8M
ITT
Itt Inc.

Industrials
114
+ 219.23%
$155.93 - $182.88 $17.8K - $20.8K
166 $29.7M
SHW
Sherwin Williams CO

Basic Materials
61
+ 129.79%
$330.88 - $375.23 $20.2K - $22.9K
108 $37.3M
GNRC
Generac Holdings Inc.

Industrials
126
+ 12600.0%
$146.61 - $202.85 $18.5K - $25.6K
127 $21.3M
WPC
W. P. Carey Inc.

Real Estate
282
+ 74.41%
$61.29 - $68.7 $17.3K - $19.4K
661 $44.7M
GS
Goldman Sachs Group Inc

Financial Services
24
+ 114.29%
$696.56 - $806.32 $16.7K - $19.4K
45 $36.1M
EFX
Equifax Inc

Industrials
81
+ 900.0%
$234.03 - $265.73 $19K - $21.5K
90 $23.1M
HPQ
Hp Inc

Technology
748
+ 1968.42%
$24.45 - $29.35 $18.3K - $22K
786 $21.4M
Atlassian Corporation
210
+ 69.31%
N/A
513 $81.9M
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
172
+ 36.75%
$90.62 - $107.71 $15.6K - $18.5K
640 $63M
TXT
Textron Inc

Industrials
237
+ 388.52%
$77.02 - $87.21 $18.3K - $20.7K
298 $25.2M
SON
Sonoco Products CO

Consumer Cyclical
471
+ 172.53%
$42.77 - $48.68 $20.1K - $22.9K
744 $32.1M
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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