True Wealth Design, LLC Sells in Q1 2025

True Wealth Design, LLC

  • $263 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VAC
Marriott Vacations Worldwide Corp

Consumer Cyclical
-282
- 47.39%
$64.24 - $90.95 $18.1K - $25.6K
313 $20.1M
APLS
Apellis Pharmaceuticals, Inc.

Healthcare
-930
- 79.69%
$21.87 - $34.63 $20.3K - $32.2K
237 $5.18M
DV
Double Verify Holdings, Inc.

Technology
-1.47K
- 70.63%
$13.34 - $23.07 $19.7K - $34K
613 $8.2M
BDX
Becton Dickinson & CO

Healthcare
-141
- 60.26%
$222.79 - $249.08 $31.4K - $35.1K
93 $21.3M
XRAY
Dentsply Sirona Inc.

Healthcare
-1.54K
- 70.71%
$14.93 - $20.31 $23K - $31.2K
637 $9.52M
NTAP
Net App, Inc.

Technology
-269
- 94.06%
$87.84 - $126.3 $23.6K - $34K
17 $1.49M
BWA
Borgwarner Inc

Consumer Cyclical
-991
- 94.29%
$27.78 - $32.9 $27.5K - $32.6K
60 $1.72M
ROST
Ross Stores, Inc.

Consumer Cyclical
-191
- 66.09%
$123.3 - $154.95 $23.6K - $29.6K
98 $12.6M
ACM
Aecom

Industrials
-288
- 94.43%
$92.54 - $111.05 $26.7K - $32K
17 $1.58M
DDOG
Datadog, Inc.

Technology
-192
- 74.13%
$98.68 - $151.89 $18.9K - $29.2K
67 $6.68M
HXL
Hexcel Corp

Industrials
-458
- 90.69%
$54.76 - $70.69 $25.1K - $32.4K
47 $2.57M
POR
Portland General Electric CO

Utilities
-613
- 99.84%
$40.56 - $45.24 $24.9K - $27.7K
1 $45K
Vestis Corporation
-1.62K
- 86.09%
N/A
262 $2.59M
JBHT
Hunt J B Transport Services Inc

Industrials
-148
- 85.06%
$146.12 - $186.55 $21.6K - $27.6K
26 $3.85M
GPS
Gap Inc

Consumer Cyclical
-1.01K
- 92.6%
N/A
81 $1.67M
W
Wayfair Inc.

Consumer Cyclical
-537
- 95.04%
$30.07 - $50.1 $16.1K - $26.9K
28 $897K
ORCL
Oracle Corp

Technology
-21
- 2.66%
$139.81 - $186.47 $2.94K - $3.92K
767 $107M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
-1.1K
- 6.02%
$25.35 - $27.46 $27.8K - $30.1K
17.1K $453M
EFX
Equifax Inc

Industrials
-94
- 93.07%
$235.63 - $278.34 $22.1K - $26.2K
7 $1.71M
AXP
American Express CO

Financial Services
-77
- 67.54%
$255.39 - $325.87 $19.7K - $25.1K
37 $10M
WMT
Walmart Inc.

Consumer Defensive
-230
- 17.28%
$84.5 - $105.05 $19.4K - $24.2K
1.1K $96.6M
FQAL
Fidelity Covington Tr Quality

ETFs
-274
- 6.75%
$63.12 - $69.13 $17.3K - $18.9K
3.79K $243M
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
-218
- 81.95%
$98.98 - $113.18 $21.6K - $24.7K
48 $5.43M
Healthcare Rlty Tr
-1.33K
- 98.74%
N/A
17 $288K
DFAS
Dimensional ETF Tr U S Small C

ETFs
-180
- 8.34%
$58.81 - $68.2 $10.6K - $12.3K
1.98K $118M
FE
Firstenergy Corp

Utilities
-553
- 84.04%
$37.95 - $43.5 $21K - $24.1K
105 $4.25M
DBX
Dropbox, Inc.

Technology
-667
- 64.38%
$24.55 - $33.27 $16.4K - $22.2K
369 $9.86M
DELL
Dell Technologies Inc.

Technology
-168
- 71.79%
$90.34 - $124.66 $15.2K - $20.9K
66 $5.98M
WDAY
Workday, Inc.

Technology
-77
- 66.96%
$233.53 - $277.82 $18K - $21.4K
38 $8.95M
LYFT
Lyft, Inc.

Technology
-1.37K
- 32.08%
$11.27 - $15.12 $15.4K - $20.7K
2.9K $34.4M
RNG
Ring Central, Inc.

Technology
-580
- 95.87%
$24.76 - $36.77 $14.4K - $21.3K
25 $619K
CEG
Constellation Energy Corp

Utilities
-89
- 83.18%
$201.63 - $347.44 $17.9K - $30.9K
18 $3.54M
JHG
Janus Henderson Group PLC

Financial Services
-357
- 35.0%
$35.98 - $45.94 $12.8K - $16.4K
663 $24M
OLED
Universal Display Corp Pa

Technology
-131
- 97.76%
$139.48 - $161.59 $18.3K - $21.2K
3 $419K
DDS
Dillard'S, Inc.

Consumer Cyclical
-41
- 73.21%
$353.25 - $508.77 $14.5K - $20.9K
15 $5.37M
OMF
One Main Holdings, Inc.

Financial Services
-355
- 96.73%
$45.35 - $58.06 $16.1K - $20.6K
12 $587K
SKX
Skechers Usa Inc

Consumer Cyclical
-273
- 98.2%
$54.98 - $78.24 $15K - $21.4K
5 $284K
CBRE
Cbre Group, Inc.

Real Estate
-140
- 82.84%
$121.79 - $147.13 $17.1K - $20.6K
29 $3.79M
MCK
Mckesson Corp

Healthcare
-53
- 31.18%
$566.21 - $672.99 $30K - $35.7K
117 $79.1M
SON
Sonoco Products CO

Consumer Cyclical
-342
- 31.2%
$44.71 - $49.22 $15.3K - $16.8K
754 $35.6M
NTRS
Northern Trust Corp

Financial Services
-165
- 38.82%
$96.09 - $113.81 $15.9K - $18.8K
260 $25.6M
MKTX
Marketaxess Holdings Inc

Financial Services
-76
- 84.44%
$189.81 - $226.47 $14.4K - $17.2K
14 $3.03M
AAP
Advance Auto Parts Inc

Consumer Cyclical
-293
- 42.1%
$33.63 - $49.79 $9.85K - $14.6K
403 $15.8M
MU
Micron Technology Inc

Technology
-200
- 60.06%
$86.89 - $109.38 $17.4K - $21.9K
133 $11.5M
ZBRA
Zebra Technologies Corp

Technology
-41
- 87.23%
$271.72 - $421.11 $11.1K - $17.3K
6 $1.7M
SEE
Sealed Air Corp

Consumer Cyclical
-474
- 96.15%
$28.9 - $35.65 $13.7K - $16.9K
19 $550K
WRB
Berkley W R Corp

Financial Services
-296
- 66.82%
$56.7 - $71.27 $16.8K - $21.1K
147 $10.5M
MHK
Mohawk Industries Inc

Consumer Cyclical
-127
- 90.71%
$110.92 - $130.83 $14.1K - $16.6K
13 $1.49M
DXC
Dxc Technology CO

Technology
-753
- 94.24%
$16.43 - $22.61 $12.4K - $17K
46 $785K
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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