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
WLK
Westlake Corp

Basic Materials
48
+ 1200.0%
$99.12 - $119.16 $4.76K - $5.72K
52 $5.2M
TRGP
Targa Resources Corp.

Energy
20
+ 64.52%
$178.44 - $217.22 $3.57K - $4.34K
51 $10.2M
PTCT
Ptc Therapeutics, Inc.

Healthcare
70
+ 38.04%
$41.81 - $57.17 $2.93K - $4K
254 $12.9M
MKC
Mccormick & CO Inc

Consumer Defensive
55
+ 392.86%
$71.24 - $84.73 $3.92K - $4.66K
69 $5.68M
RSG
Republic Services, Inc.

Industrials
6
+ 7.79%
$200.09 - $242.16 $1.2K - $1.45K
83 $20.1M
SPGI
S&P Global Inc.

Financial Services
9
+ 300.0%
$478.26 - $543.77 $4.3K - $4.89K
12 $6.17M
LHX
L3 Harris Technologies, Inc.

Industrials
22
+ 733.33%
$194.65 - $222.86 $4.28K - $4.9K
25 $5.16M
MET
Metlife Inc

Financial Services
57
+ 570.0%
$77.7 - $87.0 $4.43K - $4.96K
67 $5.4M
ES
Eversource Energy

Utilities
71
+ 295.83%
$55.63 - $63.8 $3.95K - $4.53K
95 $5.89M
NYT
New York Times CO

Communication Services
91
+ 9100.0%
$46.9 - $55.89 $4.27K - $5.09K
92 $4.56M
Corpay Inc
12
+ 40.0%
N/A
42 $14.6M
ORI
Old Republic International Corp

Financial Services
102
+ 66.67%
$33.46 - $39.22 $3.41K - $4K
255 $10M
BERY
Berry Global Group, Inc.

Consumer Cyclical
49
+ 24.26%
$64.35 - $73.03 $3.15K - $3.58K
251 $17.5M
DXCM
Dexcom Inc

Healthcare
104
+ 36.88%
$67.74 - $90.75 $7.04K - $9.44K
386 $26.4M
DOCU
Docusign, Inc.

Technology
55
+ 687.5%
$74.7 - $97.7 $4.11K - $5.37K
63 $5.13M
TREE
Lending Tree, Inc.

Financial Services
83
+ 415.0%
$36.27 - $55.58 $3.01K - $4.61K
103 $5.18M
CTVA
Corteva, Inc.

Basic Materials
66
+ 160.98%
$55.94 - $66.15 $3.69K - $4.37K
107 $6.76M
EW
Edwards Lifesciences Corp

Healthcare
61
+ 305.0%
$67.95 - $76.19 $4.14K - $4.65K
81 $5.87M
PFE
Pfizer Inc

Healthcare
199
+ 33.67%
$25.01 - $27.13 $4.98K - $5.4K
790 $20M
AFL
Aflac Inc

Financial Services
35
+ 67.31%
$100.99 - $111.19 $3.53K - $3.89K
87 $9.64M
TSCO
Tractor Supply CO

Consumer Cyclical
76
+ 217.14%
$51.66 - $57.94 $3.93K - $4.4K
111 $6.12M
WPC
W. P. Carey Inc.

Real Estate
19
+ 5.38%
$53.5 - $65.05 $1.02K - $1.24K
372 $23.5M
TRMB
Trimble Inc.

Technology
163
+ 12.62%
$65.52 - $77.49 $10.7K - $12.6K
1.46K $95.5M
AR
Antero Resources Corp

Energy
18
+ 2.78%
$33.64 - $41.42 $606 - $746
666 $26.9M
ROKU
Roku, Inc

Communication Services
60
+ 3000.0%
$67.36 - $99.07 $4.04K - $5.94K
62 $4.37M
KMI
Kinder Morgan, Inc.

Energy
99
+ 8.04%
$26.1 - $31.22 $2.58K - $3.09K
1.33K $37.9M
PRO
Pros Holdings, Inc.

Technology
233
+ 298.72%
$19.03 - $27.39 $4.43K - $6.38K
311 $5.92M
WWD
Woodward, Inc.

Industrials
6
+ 3.13%
$171.38 - $195.22 $1.03K - $1.17K
198 $36.1M
JWN
Nordstrom Inc

Consumer Cyclical
168
+ 224.0%
$24.01 - $24.46 $4.03K - $4.11K
243 $5.94M
KEYS
Keysight Technologies, Inc.

Technology
28
+ 350.0%
$148.16 - $185.11 $4.15K - $5.18K
36 $5.39M
TYL
Tyler Technologies Inc

Technology
7
+ 233.33%
$553.41 - $646.74 $3.87K - $4.53K
10 $5.81M
WTW
Willis Towers Watson PLC

Financial Services
6
+ 7.23%
$306.61 - $340.78 $1.84K - $2.04K
89 $30.1M
WK
Workiva Inc

Technology
59
+ 491.67%
$75.91 - $114.09 $4.48K - $6.73K
71 $5.39M
EVER
Ever Quote, Inc.

Communication Services
145
+ 353.66%
$17.84 - $29.71 $2.59K - $4.31K
186 $4.87M
CSTL
Castle Biosciences Inc

Healthcare
200
+ 20000.0%
$18.76 - $32.72 $3.75K - $6.54K
201 $4.03M
GOOGL
Alphabet Inc.

Communication Services
287
+ 24.64%
$154.33 - $206.19 $44.3K - $59.2K
1.45K $225M
AEE
Ameren Corp

Utilities
38
+ 292.31%
$86.87 - $103.67 $3.3K - $3.94K
51 $5.12M
TMUS
T Mobile Us, Inc.

Communication Services
3
+ 4.41%
$211.3 - $272.83 $634 - $818
71 $19.1M
LNG
Cheniere Energy, Inc.

Energy
16
+ 114.29%
$209.32 - $253.66 $3.35K - $4.06K
30 $6.94M
PLAB
Photronics Inc

Technology
203
+ 193.33%
$19.89 - $24.57 $4.04K - $4.99K
308 $6.4M
NRG
Nrg Energy, Inc.

Utilities
39
+ 162.5%
$84.82 - $113.33 $3.31K - $4.42K
63 $6.01M
PHM
Pultegroup Inc

Consumer Cyclical
38
+ 237.5%
$101.09 - $118.51 $3.84K - $4.5K
54 $5.55M
REAL
The Real Real, Inc.

Consumer Cyclical
730
+ 2607.14%
$5.11 - $9.93 $3.73K - $7.25K
758 $4.09M
DUOL
Duolingo, Inc.

Technology
17
+ 15.45%
$272.49 - $441.39 $4.63K - $7.5K
127 $39.4M
FLR
Fluor Corp

Industrials
106
+ 3533.33%
$34.29 - $55.28 $3.63K - $5.86K
109 $3.91M
HCA
Hca Healthcare, Inc.

Healthcare
10
+ 142.86%
$296.7 - $345.55 $2.97K - $3.46K
17 $5.71M
DRI
Darden Restaurants Inc

Consumer Cyclical
17
+ 188.89%
$180.02 - $208.56 $3.06K - $3.55K
26 $5.4M
MYGN
Myriad Genetics Inc

Healthcare
480
+ 406.78%
$8.87 - $14.98 $4.26K - $7.19K
598 $5.31M
HEIA
Heico Crp Cl A
17
+ 566.67%
N/A
20 $4.22M
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
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