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
FOR
Forestar Group Inc.

Real Estate
306
+ 3825.0%
$21.07 - $27.26 $6.45K - $8.34K
314 $6.64M
Blackrock Inc
7
+ 233.33%
N/A
10 $9.52M
MAS
Masco Corp

Industrials
91
+ 606.67%
$68.67 - $81.85 $6.25K - $7.45K
106 $7.37M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
10
+ 500.0%
$634.14 - $744.83 $6.34K - $7.45K
12 $7.61M
ROL
Rollins Inc

Consumer Cyclical
107
+ 214.0%
$45.65 - $54.03 $4.88K - $5.78K
157 $8.48M
BPOP
Popular, Inc.

Financial Services
67
+ 304.55%
$87.14 - $106.33 $5.84K - $7.12K
89 $8.22M
SPG
Simon Property Group Inc

Real Estate
40
+ 47.06%
$159.48 - $187.78 $6.38K - $7.51K
125 $20.7M
DOCS
Doximity, Inc.

Healthcare
102
+ 392.31%
$49.71 - $83.14 $5.07K - $8.48K
128 $7.43M
CRM
Salesforce, Inc.

Technology
29
+ 107.41%
$268.36 - $359.95 $7.78K - $10.4K
56 $14.9M
SAGE
Sage Therapeutics, Inc.

Healthcare
745
+ 2069.44%
$5.55 - $8.66 $4.13K - $6.45K
781 $6.21M
YUM
Yum Brands Inc

Consumer Cyclical
21
+ 18.1%
$123.25 - $162.53 $2.59K - $3.41K
137 $21.5M
OXY
Occidental Petroleum Corp

Energy
121
+ 192.06%
$45.45 - $52.7 $5.5K - $6.38K
184 $9.08M
CHD
Church & Dwight CO Inc

Consumer Defensive
15
+ 1.89%
$101.42 - $113.2 $1.52K - $1.7K
810 $89.2M
WMB
Williams Companies, Inc.

Energy
93
+ 152.46%
$54.02 - $61.09 $5.02K - $5.68K
154 $9.2M
RPRX
Royalty Pharma PLC

Healthcare
45
+ 5.63%
$25.75 - $33.86 $1.16K - $1.52K
844 $26.3M
HSIC
Henry Schein Inc

Healthcare
86
+ 4300.0%
$68.49 - $81.91 $5.89K - $7.04K
88 $6.03M
FISV
Fiserv Inc

Technology
26
+ 371.43%
N/A
33 $7.26M
FNF
Fidelity National Financial, Inc.

Financial Services
54
+ 21.43%
$54.25 - $65.27 $2.93K - $3.52K
306 $19.9M
MDLZ
Mondelez International, Inc.

Consumer Defensive
75
+ 91.46%
$56.12 - $68.15 $4.21K - $5.11K
157 $10.7M
Biohaven LTD
241
+ 2677.78%
N/A
250 $6.01M
XYL
Xylem Inc.

Industrials
47
+ 522.22%
$114.02 - $132.04 $5.36K - $6.21K
56 $6.69M
QRVO
Qorvo, Inc.

Technology
77
+ 3850.0%
$69.12 - $90.57 $5.32K - $6.97K
79 $5.72M
EOG
Eog Resources Inc

Energy
41
+ 77.36%
$120.54 - $138.05 $4.94K - $5.66K
94 $12M
D
Dominion Energy, Inc

Utilities
96
+ 137.14%
$52.85 - $57.43 $5.07K - $5.51K
166 $9.29M
NXPI
Nxp Semiconductors N.V.

Technology
30
+ 272.73%
$189.99 - $245.86 $5.7K - $7.38K
41 $7.79M
TNL
Travel & Leisure Co.

Consumer Cyclical
152
+ 41.08%
$46.29 - $57.86 $7.04K - $8.79K
522 $24.2M
SBUX
Starbucks Corp

Consumer Cyclical
53
+ 147.22%
$91.75 - $115.81 $4.86K - $6.14K
89 $8.76M
THC
Tenet Healthcare Corp

Healthcare
38
+ 100.0%
$119.51 - $144.98 $4.54K - $5.51K
76 $10.2M
FOX
Fox Corp Cl B (De)

Communication Services
100
+ 454.55%
$45.64 - $54.23 $4.56K - $5.42K
122 $6.43M
DTE
Dte Energy CO

Utilities
27
+ 29.35%
$117.6 - $138.27 $3.18K - $3.73K
119 $16.5M
UCTT
Ultra Clean Holdings, Inc.

Technology
251
+ 2788.89%
$21.41 - $39.15 $5.37K - $9.83K
260 $5.57M
EQT
Eqt Corp

Energy
95
+ 558.82%
$46.16 - $54.25 $4.39K - $5.15K
112 $5.99M
KR
Kroger CO

Consumer Defensive
70
+ 106.06%
$58.36 - $67.72 $4.09K - $4.74K
136 $9.21M
WEC
Wec Energy Group, Inc.

Utilities
46
+ 460.0%
$92.12 - $108.98 $4.24K - $5.01K
56 $6.1M
PSA
Public Storage

Real Estate
17
+ 850.0%
$288.99 - $313.98 $4.91K - $5.34K
19 $5.72M
MYE
Myers Industries Inc

Consumer Cyclical
425
+ 2361.11%
$9.74 - $13.12 $4.14K - $5.58K
443 $5.29M
MTB
M&T Bank Corp

Financial Services
32
+ 40.51%
$170.47 - $201.98 $5.46K - $6.46K
111 $19.8M
PRI
Primerica, Inc.

Financial Services
13
+ 13.27%
$271.41 - $296.43 $3.53K - $3.85K
111 $31.6M
AMD
Advanced Micro Devices Inc

Technology
57
+ 114.0%
$96.63 - $129.55 $5.51K - $7.38K
107 $11M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
17
+ 68.0%
$208.48 - $244.03 $3.54K - $4.15K
42 $10.3M
SEMR
Se Mrush Holdings, Inc.

Technology
530
+ 26500.0%
$9.27 - $18.37 $4.91K - $9.74K
532 $4.96M
MPC
Marathon Petroleum Corp

Energy
11
+ 2.05%
$134.72 - $159.03 $1.48K - $1.75K
547 $79.6M
KMB
Kimberly Clark Corp

Consumer Defensive
33
+ 165.0%
$124.46 - $147.4 $4.11K - $4.86K
53 $7.51M
SO
Southern CO

Utilities
49
+ 116.67%
$80.96 - $92.96 $3.97K - $4.56K
91 $8.37M
HON
Honeywell International Inc

Industrials
33
+ 22.0%
$202.75 - $226.52 $6.69K - $7.48K
183 $38.7M
KEX
Kirby Corp

Industrials
49
+ 288.24%
$95.1 - $112.81 $4.66K - $5.53K
66 $6.67M
ATEC
Alphatec Holdings, Inc.

Healthcare
453
+ 199.56%
$9.06 - $12.53 $4.1K - $5.68K
680 $6.9M
BA
Boeing CO

Industrials
32
+ 31.07%
$148.15 - $186.25 $4.74K - $5.96K
135 $23M
LEN
Lennar Corp

Consumer Cyclical
45
+ 250.0%
$113.93 - $141.54 $5.13K - $6.37K
63 $7.18M
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