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
AOS
Smith A O Corp

Industrials
168
+ 37.75%
$67.24 - $74.3 $11.3K - $12.5K
613 $45M
MORN
Morningstar, Inc.

Financial Services
70
+ 875.0%
$231.72 - $311.89 $16.2K - $21.8K
78 $18.1M
LVS
Las Vegas Sands Corp

Consumer Cyclical
288
+ 9600.0%
$47.38 - $57.71 $13.6K - $16.6K
291 $15.7M
SIGI
Selective Insurance Group Inc

Financial Services
195
+ 226.74%
$75.0 - $90.91 $14.6K - $17.7K
281 $22.8M
TMO
Thermo Fisher Scientific Inc.

Healthcare
30
+ 250.0%
$404.94 - $499.99 $12.1K - $15K
42 $20.4M
TECH
Bio Techne Corp

Healthcare
262
+ 149.71%
$49.87 - $58.78 $13.1K - $15.4K
437 $24.3M
TRMB
Trimble Inc.

Technology
93
+ 6.89%
$76.46 - $85.24 $7.11K - $7.93K
1.44K $118M
BLD
Top Build Corp

Industrials
35
+ 152.17%
$343.19 - $443.31 $12K - $15.5K
58 $22.7M
SPB
Spectrum Brands Holdings, Inc.

Consumer Defensive
289
+ 395.89%
$51.82 - $60.27 $15K - $17.4K
362 $19M
Liberty Media Corp Del
145
+ 268.52%
N/A
199 $20.8M
MOH
Molina Healthcare, Inc.

Healthcare
317
+ 73.55%
$152.31 - $306.29 $48.3K - $97.1K
748 $143M
NVO
Novo Nordisk A S

Healthcare
300
+ 209.79%
$45.38 - $71.7 $13.6K - $21.5K
443 $24.6M
BIIB
Biogen Inc.

Healthcare
90
+ 62.94%
$122.68 - $148.84 $11K - $13.4K
233 $32.6M
AXS
Axis Capital Holdings LTD

Financial Services
209
+ 31.05%
$93.33 - $102.44 $19.5K - $21.4K
882 $84.5M
KD
Kyndryl Holdings, Inc.

Technology
785
+ 103.02%
$28.94 - $43.41 $22.7K - $34.1K
1.55K $46.5M
NLOK
Norton Life Lock Inc.

Technology
529
+ 92.0%
N/A
1.1K $31.3M
PBF
Pbf Energy Inc.

Energy
452
+ 486.02%
$21.68 - $33.56 $9.8K - $15.2K
545 $16.4M
NDAQ
Nasdaq, Inc.

Financial Services
168
+ 28.19%
$86.73 - $96.94 $14.6K - $16.3K
764 $67.6M
KLAC
Kla Corp

Technology
8
+ 25.81%
$843.9 - $1078.6 $6.75K - $8.63K
39 $41.5M
ARMK
Aramark

Industrials
366
+ 12200.0%
$37.46 - $44.15 $13.7K - $16.2K
369 $14.2M
TTWO
Take Two Interactive Software Inc

Communication Services
53
+ 252.38%
$217.37 - $259.96 $11.5K - $13.8K
74 $19.1M
VNT
Vontier Corp

Technology
317
+ 249.61%
$37.48 - $43.71 $11.9K - $13.9K
444 $18.6M
TTE
Total Energies Se

Energy
232
+ 662.86%
N/A
267 $15.9M
RELX
Relx PLC

Communication Services
290
+ 1526.32%
$45.13 - $54.19 $13.1K - $15.7K
309 $14.8M
FRT
Federal Realty Investment Trust

Real Estate
135
+ 1928.57%
$90.61 - $102.67 $12.2K - $13.9K
142 $14.3M
ST
Sensata Technologies Holding PLC

Technology
437
+ 62.61%
$29.37 - $33.52 $12.8K - $14.6K
1.14K $34.7M
MPWR
Monolithic Power Systems Inc

Technology
11
+ 61.11%
$711.24 - $922.81 $7.82K - $10.2K
29 $26.5M
CHK
Chesapeake Energy Corp

Energy
130
+ 371.43%
N/A
165 $17.5M
FND
Floor & Decor Holdings, Inc.

Consumer Cyclical
182
+ 3640.0%
$73.7 - $90.42 $13.4K - $16.5K
187 $13.8M
SHEL
Shell PLC

Energy
184
+ 100.55%
$69.82 - $73.93 $12.8K - $13.6K
367 $26.3M
EPR
Epr Properties

Real Estate
230
+ 99.57%
$52.58 - $61.21 $12.1K - $14.1K
461 $26.7M
LOW
Lowes Companies Inc

Consumer Cyclical
49
+ 168.97%
$215.01 - $273.02 $10.5K - $13.4K
78 $19.7M
DRS
Leonardo Drs, Inc.
298
+ 122.63%
N/A
541 $24.6M
PLD
Prologis, Inc.

Real Estate
113
+ 418.52%
$104.08 - $115.35 $11.8K - $13K
140 $16M
BR
Broadridge Financial Solutions, Inc.

Technology
59
+ 32.42%
$233.75 - $266.89 $13.8K - $15.7K
241 $57.4M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
450
+ 42.86%
$26.38 - $27.95 $11.9K - $12.6K
1.5K $41M
VRT
Vertiv Holdings CO

Industrials
68
+ 53.97%
N/A
194 $29.3M
EQR
Equity Residential

Real Estate
202
+ 2244.44%
$62.3 - $68.34 $12.6K - $13.8K
211 $13.7M
UBER
Uber Technologies, Inc

Technology
118
+ 38.56%
$86.91 - $99.57 $10.3K - $11.7K
424 $41.6M
XEL
Xcel Energy Inc

Utilities
13
+ 1.37%
$67.56 - $80.65 $878 - $1.05K
965 $77.8M
MSM
Msc Industrial Direct CO Inc

Industrials
132
+ 157.14%
$84.9 - $92.9 $11.2K - $12.3K
216 $19.9M
CHRD
Oasis Petroleum Inc.

Energy
127
+ 309.76%
$99.37 - $114.13 $12.6K - $14.5K
168 $16.7M
COLM
Columbia Sportswear CO

Consumer Cyclical
242
+ 24200.0%
$49.3 - $64.28 $11.9K - $15.6K
243 $12.7M
WSBC
Wesbanco Inc

Financial Services
384
+ 77.89%
$29.44 - $33.7 $11.3K - $12.9K
877 $28M
TFLR
T Rowe Price Exchange Traded F
218
+ 0.53%
N/A
41.3K $2.13B
ESI
Element Solutions Inc

Basic Materials
446
+ 133.13%
$23.13 - $26.99 $10.3K - $12K
781 $19.7M
AZN
Astrazeneca PLC

Healthcare
146
+ 118.7%
$68.72 - $82.11 $10K - $12K
269 $20.6M
CRDO
Credo Technology Group Holding LTD

Technology
14
+ 7.49%
$87.59 - $172.31 $1.23K - $2.41K
201 $29.3M
ALK
Alaska Air Group, Inc.

Industrials
232
+ 19.91%
$49.73 - $63.86 $11.5K - $14.8K
1.4K $69.5M
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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