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
NI
Nisource Inc.

Utilities
89
+ 342.31%
$35.57 - $41.23 $3.17K - $3.67K
115 $4.61M
AEP
American Electric Power CO Inc

Utilities
29
+ 107.41%
$90.32 - $109.27 $2.62K - $3.17K
56 $6.09M
EQH
Equitable Holdings, Inc.

Financial Services
67
+ 478.57%
$47.64 - $55.68 $3.19K - $3.73K
81 $4.22M
ENTG
Entegris Inc

Technology
41
+ 512.5%
$87.48 - $109.53 $3.59K - $4.49K
49 $4.29M
XERS
Xeris Biopharma Holdings, Inc.

Healthcare
284
+ 30.84%
$3.2 - $5.95 $909 - $1.69K
1.21K $6.62M
PNW
Pinnacle West Capital Corp

Utilities
32
+ 78.05%
$81.76 - $95.25 $2.62K - $3.05K
73 $6.95M
AXON
Axon Enterprise, Inc.

Industrials
7
+ 233.33%
$496.65 - $710.01 $3.48K - $4.97K
10 $5.26M
NEM
Newmont Corp

Basic Materials
60
+ 127.66%
$37.79 - $48.39 $2.27K - $2.9K
107 $5.16M
PRU
Prudential Financial Inc

Financial Services
31
+ 442.86%
$105.04 - $122.33 $3.26K - $3.79K
38 $4.28M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
56
+ 44.44%
$283.06 - $421.16 $15.9K - $23.6K
182 $51.4M
ADP
Automatic Data Processing Inc

Industrials
10
+ 47.62%
$286.85 - $318.64 $2.87K - $3.19K
31 $9.52M
MKL
Markel Corp

Financial Services
1
+ 10.0%
$1660.14 - $2059.83 $1.66K - $2.06K
11 $20.6M
NVCR
Novo Cure LTD

Healthcare
262
+ 227.83%
$17.82 - $30.19 $4.67K - $7.91K
377 $6.72M
MASI
Masimo Corp

Healthcare
19
+ 27.14%
$163.55 - $190.63 $3.11K - $3.62K
89 $14.8M
HES
Hess Corp

Energy
16
+ 64.0%
$135.42 - $160.52 $2.17K - $2.57K
41 $6.52M
PAYX
Paychex Inc

Industrials
19
+ 100.0%
$136.06 - $154.52 $2.59K - $2.94K
38 $5.88M
Ouster Inc
358
+ 2386.67%
N/A
373 $3.35M
DLB
Dolby Laboratories, Inc.

Industrials
31
+ 10.13%
$76.37 - $87.32 $2.37K - $2.71K
337 $27.1M
NET
Cloudflare, Inc.

Technology
18
+ 8.0%
$110.71 - $176.5 $1.99K - $3.18K
243 $27.4M
ALKS
Alkermes Plc.

Healthcare
1
+ 0.14%
$28.08 - $36.0 $28.1 - $36
734 $24.2M
LAMR
Lamar Advertising CO

Real Estate
28
+ 350.0%
$110.65 - $132.9 $3.1K - $3.72K
36 $4.1M
Liberty Media Corp Del
35
+ 250.0%
N/A
49 $4.41M
PEG
Public Service Enterprise Group Inc

Utilities
38
+ 200.0%
$78.2 - $90.39 $2.97K - $3.43K
57 $4.69M
TPL
Texas Pacific Land Corp

Energy
1
+ 12.5%
$1180.08 - $1431.01 $1.18K - $1.43K
9 $11.9M
STT
State Street Corp

Financial Services
37
+ 127.59%
$84.47 - $102.23 $3.13K - $3.78K
66 $5.91M
LNT
Alliant Energy Corp

Utilities
46
+ 270.59%
$56.66 - $66.04 $2.61K - $3.04K
63 $4.06M
SLM
Slm Corp

Financial Services
20
+ 1.48%
$26.95 - $32.54 $539 - $651
1.37K $40.1M
COUR
Coursera, Inc.

Consumer Defensive
568
+ 131.79%
$6.66 - $9.69 $3.78K - $5.5K
999 $6.65M
Siriusxm Holdings Inc
143
+ 15.05%
N/A
1.09K $24.6M
SHW
Sherwin Williams CO

Basic Materials
8
+ 53.33%
$330.16 - $365.55 $2.64K - $2.92K
23 $7.98M
Bunge Global Sa
38
+ 292.31%
N/A
51 $3.9M
NSC
Norfolk Southern Corp

Industrials
12
+ 133.33%
$227.69 - $259.76 $2.73K - $3.12K
21 $4.97M
EB
Eventbrite, Inc.

Technology
1.44K
+ 1010.56%
$2.11 - $3.68 $3.03K - $5.28K
1.58K $3.33M
DTM
Dt Midstream, Inc.

Energy
30
+ 200.0%
$86.95 - $113.75 $2.61K - $3.41K
45 $4.37M
FTV
Fortive Corp

Technology
39
+ 300.0%
$71.82 - $82.98 $2.8K - $3.24K
52 $3.81M
Te Connectivity PLC
20
+ 111.11%
N/A
38 $5.44M
IESC
Ies Holdings, Inc.

Industrials
18
+ 360.0%
$162.26 - $316.26 $2.92K - $5.69K
23 $3.8M
KRNY
Kearny Financial Corp.

Financial Services
460
+ 425.93%
$6.18 - $7.55 $2.84K - $3.47K
568 $3.56M
LENB
Lennar Corporation Cl B
26
+ 1300.0%
N/A
28 $3.05M
Ferguson Enterprises Inc
20
+ 60.61%
N/A
53 $8.45M
CBOE
Cboe Global Markets, Inc.

Financial Services
8
+ 25.81%
$190.84 - $226.29 $1.53K - $1.81K
39 $8.83M
GWW
W.W. Grainger, Inc.

Industrials
3
+ 100.0%
$953.54 - $1132.42 $2.86K - $3.4K
6 $5.93M
HDSN
Hudson Technologies Inc

Basic Materials
386
+ 59.94%
$5.47 - $6.34 $2.11K - $2.45K
1.03K $6.36M
HEI
Heico Corp

Industrials
10
+ 500.0%
$219.6 - $270.85 $2.2K - $2.71K
12 $3.21M
BLD
Top Build Corp

Industrials
9
+ 300.0%
$295.17 - $354.82 $2.66K - $3.19K
12 $3.66M
PPL
Ppl Corp

Utilities
72
+ 218.18%
$31.68 - $36.11 $2.28K - $2.6K
105 $3.79M
ABC
Amerisourcebergen Corp

Healthcare
8
+ 100.0%
N/A
16 $4.45M
Kenvue Inc
102
+ 170.0%
N/A
162 $3.89M
MDB
Mongo Db, Inc.

Technology
15
+ 1500.0%
$175.4 - $298.52 $2.63K - $4.48K
16 $2.81M
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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