True Wealth Design, LLC New Holdings in Q4 2024

True Wealth Design, LLC

  • $258 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
Arista Networks Inc
580
New
N/A
580 $64.1M
SAIC
Science Applications International Corp

Technology
427
New
$110.11 - $154.1 $47K - $65.8K
427 $47.7M
AYI
Acuity Brands Inc

Industrials
144
New
$292.13 - $333.45 $42.1K - $48K
144 $42.1M
GPN
Global Payments Inc

Industrials
353
New
$97.57 - $119.38 $34.4K - $42.1K
353 $39.6M
ADT
Adt Inc.

Industrials
5.27K
New
$6.71 - $8.14 $35.3K - $42.9K
5.27K $36.4M
MGM
Mgm Resorts International

Consumer Cyclical
962
New
$33.44 - $41.99 $32.2K - $40.4K
962 $33.3M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
295
New
$100.16 - $100.7 $29.5K - $29.7K
295 $29.6M
Vestis Corporation
1.88K
New
N/A
1.88K $28.7M
POR
Portland General Electric CO

Utilities
614
New
$43.52 - $48.99 $26.7K - $30.1K
614 $26.8M
PRI
Primerica, Inc.

Financial Services
98
New
$265.71 - $304.93 $26K - $29.9K
98 $26.6M
RNG
Ring Central, Inc.

Technology
605
New
$29.83 - $41.82 $18K - $25.3K
605 $21.2M
RPRX
Royalty Pharma PLC

Healthcare
799
New
$24.28 - $28.39 $19.4K - $22.7K
799 $20.4M
VGIT
Vanguard Intermediate Term Tre

ETFs
348
New
$57.78 - $60.4 $20.1K - $21K
348 $20.2M
PB
Prosperity Bancshares Inc

Financial Services
257
New
$70.04 - $85.07 $18K - $21.9K
257 $19.4M
WPC
W. P. Carey Inc.

Real Estate
353
New
$53.44 - $61.33 $18.9K - $21.6K
353 $19.2M
DXC
Dxc Technology CO

Technology
799
New
$19.59 - $22.83 $15.7K - $18.2K
799 $16M
PFE
Pfizer Inc

Healthcare
591
New
$24.8 - $30.19 $14.7K - $17.8K
591 $15.7M
BHF
Brighthouse Financial, Inc.

Financial Services
296
New
$43.95 - $52.91 $13K - $15.7K
296 $14.2M
Aptiv PLC
221
New
N/A
221 $13.4M
MIDD
Middleby Corp

Industrials
87
New
$129.7 - $146.97 $11.3K - $12.8K
87 $11.8M
RYN
Rayonier Inc

Real Estate
389
New
$25.89 - $32.34 $10.1K - $12.6K
389 $10.2M
EXR
Extra Space Storage Inc.

Real Estate
59
New
$142.35 - $178.32 $8.4K - $10.5K
59 $8.83M
Lam Research Corp
120
New
N/A
120 $8.64M
ICFI
Icf International, Inc.

Industrials
70
New
$117.59 - $175.87 $8.23K - $12.3K
70 $8.35M
Sharkninja Inc
85
New
N/A
85 $8.28M
ALE
Allete Inc

Utilities
126
New
$63.98 - $65.24 $8.06K - $8.22K
126 $8.17M
SJW
Sjw Group

Utilities
165
New
$49.07 - $60.38 $8.1K - $9.96K
165 $8.12M
ETD
Ethan Allen Interiors Inc

Consumer Cyclical
287
New
$27.67 - $31.93 $7.94K - $9.16K
287 $8.07M
CB
Chubb LTD

Financial Services
28
New
$271.57 - $301.89 $7.6K - $8.45K
28 $7.74M
CFLT
Confluent, Inc.

Technology
273
New
$18.9 - $33.66 $5.16K - $9.19K
273 $7.63M
DCI
Donaldson CO Inc

Industrials
104
New
$67.28 - $78.27 $7K - $8.14K
104 $7.01M
GNK
Genco Shipping & Trading LTD

Industrials
419
New
$13.64 - $19.17 $5.72K - $8.03K
419 $5.84M
WEX
Wex Inc.

Technology
33
New
$167.45 - $216.67 $5.53K - $7.15K
33 $5.79M
TDOC
Teladoc Health, Inc.

Healthcare
625
New
$8.57 - $12.02 $5.36K - $7.51K
625 $5.68M
ORI
Old Republic International Corp

Financial Services
153
New
$34.4 - $38.98 $5.26K - $5.96K
153 $5.54M
MA
Mastercard Inc

Financial Services
10
New
$491.3 - $536.15 $4.91K - $5.36K
10 $5.43M
AWR
American States Water CO

Utilities
69
New
$77.72 - $87.27 $5.36K - $6.02K
69 $5.36M
XPRO
Expro Group Holdings N.V.

Energy
404
New
$11.05 - $17.83 $4.46K - $7.2K
404 $5.04M
RGP
Resources Connection, Inc.

Industrials
567
New
$7.96 - $9.47 $4.51K - $5.37K
567 $4.84M
AMP
Ameriprise Financial Inc

Financial Services
9
New
$473.15 - $574.01 $4.26K - $5.17K
9 $4.79M
BIO
Bio Rad Laboratories, Inc.

Healthcare
14
New
$313.15 - $374.28 $4.38K - $5.24K
14 $4.6M
IIIN
Insteel Industries Inc

Industrials
169
New
$26.8 - $30.95 $4.53K - $5.23K
169 $4.57M
RELY
Remitly Global, Inc.

Technology
199
New
$12.69 - $23.07 $2.53K - $4.59K
199 $4.49M
HAE
Haemonetics Corp

Healthcare
57
New
$71.16 - $93.38 $4.06K - $5.32K
57 $4.45M
GRNT
Granite Ridge Resources, Inc.
684
New
$5.65 - $6.78 $3.86K - $4.64K
684 $4.42M
CCS
Century Communities, Inc.

Consumer Cyclical
59
New
$72.88 - $103.59 $4.3K - $6.11K
59 $4.33M
HVT
Haverty Furniture Companies Inc

Consumer Cyclical
184
New
$21.59 - $27.03 $3.97K - $4.97K
184 $4.1M
CVCO
Cavco Industries Inc.

Consumer Cyclical
9
New
$409.8 - $533.17 $3.69K - $4.8K
9 $4.02M
NOV
Nov Inc.

Energy
275
New
$14.06 - $16.79 $3.87K - $4.62K
275 $4.02M
Activity Summary
Buys All Purchases 833 New Holdings 278 Increased Positions 555 Sells All Sells 322 Reductions 322 Sold out 0 Options Calls 0 Puts 0
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