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
PCOR
Procore Technologies, Inc.

Technology
39
+ 1950.0%
$65.21 - $88.33 $2.54K - $3.44K
41 $2.71M
CHK
Chesapeake Energy Corp

Energy
22
+ 244.44%
N/A
31 $3.45M
CPRT
Copart Inc

Consumer Cyclical
54
+ 8.01%
$52.3 - $59.83 $2.82K - $3.23K
728 $41.2M
DVN
Devon Energy Corp

Energy
51
+ 39.23%
$33.15 - $38.55 $1.69K - $1.97K
181 $6.77M
DE
Deere & CO

Industrials
4
+ 30.77%
$408.57 - $509.27 $1.63K - $2.04K
17 $7.99M
AON
Aon PLC

Financial Services
6
+ 300.0%
$348.44 - $409.32 $2.09K - $2.46K
8 $3.17M
BLND
Blend Labs, Inc.

Technology
750
+ 1500.0%
$2.96 - $4.05 $2.22K - $3.04K
800 $2.68M
CW
Curtiss Wright Corp

Industrials
8
+ 400.0%
$304.82 - $384.07 $2.44K - $3.07K
10 $3.17M
APPS
Digital Turbine, Inc.

Technology
846
+ 532.08%
$1.7 - $6.52 $1.44K - $5.52K
1.01K $2.73M
RUN
Sunrun Inc.

Technology
423
+ 7050.0%
$5.86 - $11.37 $2.48K - $4.81K
429 $2.51M
DG
Dollar General Corp

Consumer Defensive
26
+ 520.0%
$68.44 - $87.93 $1.78K - $2.29K
31 $2.73M
LUV
Southwest Airlines CO

Industrials
70
+ 51.47%
$28.18 - $34.84 $1.97K - $2.44K
206 $6.92M
UGI
Ugi Corp

Utilities
2
+ 0.43%
$28.0 - $34.16 $56 - $68.3
471 $15.6M
CNHI
Cnh Industrial N.V.

Industrials
78
+ 5.45%
N/A
1.51K $18.5M
VRSK
Verisk Analytics, Inc.

Industrials
7
+ 70.0%
$268.63 - $301.33 $1.88K - $2.11K
17 $5.12M
LPLA
Lpl Financial Holdings Inc.

Financial Services
7
+ 350.0%
$308.87 - $383.33 $2.16K - $2.68K
9 $2.95M
CPNG
Coupang, Inc.

Consumer Cyclical
104
+ 452.17%
$21.34 - $25.52 $2.22K - $2.65K
127 $2.79M
LKQ
Lkq Corp

Consumer Cyclical
4
+ 1.12%
$36.24 - $44.05 $145 - $176
361 $15.4M
PLD
Prologis, Inc.

Real Estate
12
+ 8.45%
$103.59 - $124.04 $1.24K - $1.49K
154 $17.2M
AXSM
Axsome Therapeutics, Inc.

Healthcare
16
+ 160.0%
$80.05 - $137.75 $1.28K - $2.2K
26 $3.03M
HLIT
Harmonic Inc

Technology
230
+ 3833.33%
$9.42 - $13.55 $2.17K - $3.12K
236 $2.26M
STE
Steris PLC

Healthcare
9
+ 150.0%
$202.46 - $232.74 $1.82K - $2.09K
15 $3.4M
GGG
Graco Inc

Industrials
26
+ 260.0%
$80.53 - $87.54 $2.09K - $2.28K
36 $3.01M
CBSH
Commerce Bancshares Inc

Financial Services
35
+ 8.84%
$58.85 - $68.59 $2.06K - $2.4K
431 $26.8M
OKE
Oneok Inc

Energy
22
+ 57.89%
$89.57 - $109.85 $1.97K - $2.42K
60 $5.94M
AUPH
Aurinia Pharmaceuticals Inc.

Healthcare
274
+ 334.15%
$7.55 - $8.77 $2.07K - $2.4K
356 $2.86M
NEE
Nextera Energy Inc

Utilities
36
+ 6.25%
$66.96 - $76.16 $2.41K - $2.74K
612 $43.4M
TJX
Tjx Companies Inc

Consumer Cyclical
16
+ 14.95%
$112.81 - $126.16 $1.8K - $2.02K
123 $15M
TXRH
Texas Roadhouse, Inc.

Consumer Cyclical
28
+ 14.58%
$166.63 - $185.86 $4.67K - $5.2K
220 $36.7M
GIS
General Mills Inc

Consumer Defensive
35
+ 85.37%
$57.56 - $65.3 $2.01K - $2.29K
76 $4.55M
NOW
Service Now, Inc.

Technology
6
+ 54.55%
$783.83 - $1170.39 $4.7K - $7.02K
17 $13.4M
MIDD
Middleby Corp

Industrials
3
+ 3.45%
$133.93 - $172.89 $402 - $519
90 $13.7M
CYRX
Cryoport, Inc.

Industrials
322
+ 805.0%
$4.7 - $8.82 $1.51K - $2.84K
362 $2.2M
FANG
Diamondback Energy, Inc.

Energy
12
+ 150.0%
$139.9 - $180.18 $1.68K - $2.16K
20 $3.2M
AMAT
Applied Materials Inc

Technology
17
+ 50.0%
$145.06 - $195.51 $2.47K - $3.32K
51 $7.45M
CCI
Crown Castle International Corp

Real Estate
17
+ 242.86%
$84.33 - $106.39 $1.43K - $1.81K
24 $2.51M
DOW
Dow Inc.

Basic Materials
58
+ 181.25%
$34.36 - $41.92 $1.99K - $2.43K
90 $3.13M
CSGP
Costar Group, Inc.

Real Estate
22
+ 146.67%
$69.29 - $80.37 $1.52K - $1.77K
37 $2.96M
LOW
Lowes Companies Inc

Consumer Cyclical
9
+ 40.91%
$222.66 - $268.42 $2K - $2.42K
31 $7.2M
BP
Bp PLC

Energy
36
+ 26.09%
$29.93 - $35.31 $1.08K - $1.27K
174 $5.88M
WBD
Warner Bros. Discovery, Inc.

Communication Services
166
+ 263.49%
$9.47 - $11.46 $1.57K - $1.9K
229 $2.46M
SCCO
Southern Copper Corp

Basic Materials
19
+ 475.0%
$85.92 - $101.48 $1.63K - $1.93K
23 $2.15M
HVT
Haverty Furniture Companies Inc

Consumer Cyclical
111
+ 60.33%
$19.72 - $23.56 $2.19K - $2.62K
295 $5.82M
CAH
Cardinal Health Inc

Healthcare
11
+ 110.0%
$118.02 - $137.77 $1.3K - $1.52K
21 $2.89M
WELL
Welltower Inc.

Real Estate
10
+ 166.67%
$124.05 - $156.86 $1.24K - $1.57K
16 $2.48M
MTRX
Matrix Service CO

Industrials
124
+ 40.26%
$11.72 - $15.37 $1.45K - $1.91K
432 $5.37M
ETR
Entergy Corp

Utilities
18
+ 128.57%
$75.26 - $87.89 $1.35K - $1.58K
32 $2.74M
UMC
United Microelectronics Corp

Technology
188
+ 40.6%
$5.69 - $7.15 $1.07K - $1.34K
651 $4.66M
BHP
Bhp Group LTD

Basic Materials
35
+ 17.86%
$48.18 - $52.11 $1.69K - $1.82K
231 $11.2M
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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