True Wealth Design, LLC New Holdings in Q3 2024

True Wealth Design, LLC

  • $256 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
CME
Cme Group Inc.

Financial Services
579
New
$193.43 - $220.62 $112K - $128K
579 $128M
GWRE
Guidewire Software, Inc.

Technology
592
New
$137.04 - $182.94 $81.1K - $108K
592 $108M
CFG
Citizens Financial Group Inc

Financial Services
2.62K
New
$35.24 - $43.24 $92.2K - $113K
2.62K $107M
WEN
Wendy'S CO

Consumer Cyclical
5.79K
New
$15.83 - $18.24 $91.7K - $106K
5.79K $101M
TPR
Tapestry, Inc.

Consumer Cyclical
1.77K
New
$36.29 - $47.94 $64.1K - $84.7K
1.77K $83M
APPF
Appfolio Inc

Technology
336
New
$204.33 - $270.02 $68.7K - $90.7K
336 $79.1M
IVZ
Invesco Ltd.

Financial Services
4.38K
New
$14.85 - $17.74 $65.1K - $77.7K
4.38K $76.9M
GO
Grocery Outlet Holding Corp.

Consumer Defensive
4.29K
New
$15.97 - $22.05 $68.6K - $94.7K
4.29K $75.3M
FMC
Fmc Corp

Basic Materials
1.04K
New
$54.54 - $66.06 $56.5K - $68.4K
1.04K $68.3M
C
Citigroup Inc

Financial Services
1.08K
New
$56.11 - $67.61 $60.4K - $72.7K
1.08K $67.4M
HUBS
Hubspot Inc

Technology
117
New
$450.09 - $592.58 $52.7K - $69.3K
117 $62.2M
HUN
Huntsman Corp

Basic Materials
2.57K
New
$20.02 - $24.78 $51.4K - $63.6K
2.57K $62.1M
MHK
Mohawk Industries Inc

Consumer Cyclical
379
New
$108.83 - $162.7 $41.2K - $61.7K
379 $60.9M
RGLD
Royal Gold Inc

Basic Materials
431
New
$125.01 - $146.5 $53.9K - $63.1K
431 $60.5M
RHI
Robert Half International Inc.

Industrials
896
New
$59.34 - $68.28 $53.2K - $61.2K
896 $60.4M
HII
Huntington Ingalls Industries, Inc.

Industrials
227
New
$241.93 - $282.86 $54.9K - $64.2K
227 $60M
TAP
Molson Coors Beverage CO

Consumer Defensive
1.03K
New
$49.94 - $57.52 $51.6K - $59.5K
1.03K $59.5M
GL
Globe Life Inc.

Financial Services
558
New
$80.92 - $109.6 $45.2K - $61.2K
558 $59.1M
FIS
Fidelity National Information Services, Inc.

Technology
704
New
$72.8 - $85.04 $51.3K - $59.9K
704 $59M
NTRA
Natera, Inc.

Healthcare
452
New
$97.75 - $129.67 $44.2K - $58.6K
452 $57.4M
MTZ
Mastec Inc

Industrials
461
New
$97.3 - $126.14 $44.9K - $58.2K
461 $56.8M
FTI
Technip Fmc PLC

Energy
2.16K
New
$23.46 - $29.5 $50.6K - $63.6K
2.16K $56.6M
GTLB
Gitlab Inc.

Technology
1.08K
New
$40.84 - $56.2 $44.1K - $60.8K
1.08K $55.7M
FIX
Comfort Systems Usa Inc

Industrials
137
New
$292.14 - $396.82 $40K - $54.4K
137 $53.5M
BEN
Franklin Resources Inc

Financial Services
2.64K
New
$19.13 - $23.97 $50.4K - $63.2K
2.64K $53.1M
NOC
Northrop Grumman Corp

Industrials
100
New
$423.73 - $533.14 $42.4K - $53.3K
100 $52.8M
ALK
Alaska Air Group, Inc.

Industrials
1.14K
New
$32.92 - $45.21 $37.6K - $51.6K
1.14K $51.6M
TFC
Truist Financial Corp

Financial Services
1.2K
New
$38.22 - $44.94 $45.9K - $53.9K
1.2K $51.3M
BFAM
Bright Horizons Family Solutions Inc.

Consumer Cyclical
352
New
$107.74 - $140.72 $37.9K - $49.5K
352 $49.3M
PYPL
Pay Pal Holdings, Inc.

Financial Services
601
New
$57.22 - $80.08 $34.4K - $48.1K
601 $46.9M
CBSH
Commerce Bancshares Inc

Financial Services
784
New
$55.02 - $65.08 $43.1K - $51K
784 $46.6M
SAM
Boston Beer CO Inc

Consumer Defensive
161
New
$265.09 - $301.9 $42.7K - $48.6K
161 $46.6M
HAYW
Hayward Holdings, Inc.

Industrials
2.86K
New
$12.04 - $15.32 $34.4K - $43.8K
2.86K $43.8M
Jacobs Solutions Inc
334
New
N/A
334 $43.7M
RARE
Ultragenyx Pharmaceutical Inc.

Healthcare
778
New
$40.21 - $59.36 $31.3K - $46.2K
778 $43.2M
CINF
Cincinnati Financial Corp

Financial Services
305
New
$115.7 - $138.2 $35.3K - $42.2K
305 $41.5M
FNF
Fidelity National Financial, Inc.

Financial Services
668
New
$48.08 - $62.04 $32.1K - $41.4K
668 $41.5M
TRV
Travelers Companies, Inc.

Financial Services
174
New
$201.87 - $242.35 $35.1K - $42.2K
174 $40.7M
SMAR
Smartsheet Inc

Technology
732
New
$42.95 - $55.46 $31.4K - $40.6K
732 $40.5M
AXS
Axis Capital Holdings LTD

Financial Services
497
New
$69.04 - $79.88 $34.3K - $39.7K
497 $39.6M
UHS
Universal Health Services Inc

Healthcare
171
New
$178.68 - $241.52 $30.6K - $41.3K
171 $39.2M
BWA
Borgwarner Inc

Consumer Cyclical
1.05K
New
$31.19 - $36.75 $32.8K - $38.6K
1.05K $38.1M
AGO
Assured Guaranty LTD

Financial Services
479
New
$74.0 - $82.52 $35.4K - $39.5K
479 $38.1M
THC
Tenet Healthcare Corp

Healthcare
229
New
$129.27 - $168.03 $29.6K - $38.5K
229 $38.1M
MSCI
Msci Inc.

Financial Services
65
New
$479.31 - $584.91 $31.2K - $38K
65 $37.9M
FCN
Fti Consulting, Inc

Industrials
166
New
$213.61 - $230.59 $35.5K - $38.3K
166 $37.8M
MTDR
Matador Resources CO

Energy
749
New
$47.4 - $65.22 $35.5K - $48.8K
749 $37M
AXTA
Axalta Coating Systems Ltd.

Basic Materials
1.02K
New
$33.44 - $37.39 $34.1K - $38.1K
1.02K $36.9M
TROW
Price T Rowe Group Inc

Financial Services
336
New
$101.71 - $120.75 $34.2K - $40.6K
336 $36.6M
Activity Summary
Buys All Purchases 845 New Holdings 550 Increased Positions 295 Sells All Sells 240 Reductions 240 Sold out 0 Options Calls 0 Puts 0
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