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
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-32
- 10.49%
$165.25 - $224.62 $5.29K - $7.19K
273 $45.3M
CMA
Comerica Inc

Financial Services
-229
- 99.13%
$56.11 - $68.38 $12.8K - $15.7K
2 $119K
CLX
Clorox CO

Consumer Defensive
-84
- 80.0%
$141.76 - $162.89 $11.9K - $13.7K
21 $3.09M
TXT
Textron Inc

Industrials
-181
- 95.26%
$70.19 - $81.2 $12.7K - $14.7K
9 $651K
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
-33
- 10.19%
$221.78 - $273.45 $7.32K - $9.02K
291 $66.2M
NTRA
Natera, Inc.

Healthcare
-22
- 3.49%
$132.63 - $177.0 $2.92K - $3.89K
609 $86.1M
MTZ
Mastec Inc

Industrials
-32
- 6.29%
$108.66 - $160.79 $3.48K - $5.15K
477 $55.7M
SWK
Stanley Black & Decker, Inc.

Industrials
-134
- 14.21%
$76.43 - $90.41 $10.2K - $12.1K
809 $62.2M
PKG
Packaging Corp Of America

Consumer Cyclical
-55
- 65.48%
$192.03 - $242.13 $10.6K - $13.3K
29 $5.74M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-496
- 31.29%
$27.01 - $28.54 $13.4K - $14.2K
1.09K $30.4M
PPG
Ppg Industries Inc

Basic Materials
-91
- 36.99%
$107.44 - $124.29 $9.78K - $11.3K
155 $17M
EPAM
Epam Systems, Inc.

Technology
-45
- 67.16%
N/A
22 $3.72M
REYN
Reynolds Consumer Products Inc.

Consumer Cyclical
-427
- 86.97%
$23.24 - $28.11 $9.92K - $12K
64 $1.53M
FIS
Fidelity National Information Services, Inc.

Technology
-143
- 86.14%
$68.12 - $83.42 $9.74K - $11.9K
23 $1.74M
STRL
Sterling Construction CO Inc

Industrials
-63
- 76.83%
$108.65 - $200.56 $6.84K - $12.6K
19 $2.15M
IRDM
Iridium Communications Inc.

Communication Services
-381
- 58.44%
$26.87 - $32.66 $10.2K - $12.4K
271 $7.4M
DGX
Quest Diagnostics Inc

Healthcare
-76
- 71.03%
N/A
31 $5.25M
GPN
Global Payments Inc

Industrials
-54
- 15.3%
$92.18 - $113.03 $4.98K - $6.1K
299 $29.3M
POWL
Powell Industries Inc

Industrials
-43
- 89.58%
$155.56 - $311.38 $6.69K - $13.4K
5 $852K
Howard Hughes Holdings Inc
-122
- 48.22%
N/A
131 $9.71M
PAG
Penske Automotive Group, Inc.

Consumer Cyclical
-51
- 18.68%
$141.31 - $175.89 $7.21K - $8.97K
222 $32M
MGM
Mgm Resorts International

Consumer Cyclical
-159
- 16.53%
$29.64 - $40.37 $4.71K - $6.42K
803 $23.8M
PLTK
Playtika Holding Corp.

Communication Services
-1.35K
- 99.85%
$4.01 - $7.45 $5.43K - $10.1K
2 $11K
TXG
10x Genomics, Inc.

Healthcare
-530
- 70.95%
$8.73 - $16.31 $4.63K - $8.64K
217 $1.9M
Jacobs Solutions Inc
-33
- 8.8%
N/A
342 $41.3M
FLS
Flowserve Corp

Industrials
-13
- 1.47%
$46.47 - $64.75 $604 - $842
873 $42.6M
CWT
California Water Service Group

Utilities
-196
- 51.58%
$41.88 - $48.46 $8.21K - $9.5K
184 $8.92M
BIIB
Biogen Inc.

Healthcare
-49
- 66.22%
$133.43 - $153.27 $6.54K - $7.51K
25 $3.42M
ICFI
Icf International, Inc.

Industrials
-63
- 90.0%
$77.68 - $133.28 $4.89K - $8.4K
7 $595K
ITRI
Itron, Inc.

Technology
-71
- 89.87%
$92.6 - $110.29 $6.57K - $7.83K
8 $839K
FDS
Factset Research Systems Inc

Financial Services
-16
- 94.12%
$427.5 - $476.51 $6.84K - $7.62K
1 $455K
Sharkninja Inc
-77
- 90.59%
N/A
8 $668K
Six Flags Entertainment Corp
-20
- 3.88%
N/A
496 $17.7M
SJW
Sjw Group

Utilities
-143
- 86.67%
$45.47 - $55.8 $6.5K - $7.98K
22 $1.2M
TTC
Toro CO

Industrials
-57
- 15.49%
$71.86 - $87.28 $4.1K - $4.97K
311 $22.6M
AXTA
Axalta Coating Systems Ltd.

Basic Materials
-188
- 48.08%
$32.86 - $38.05 $6.18K - $7.15K
203 $6.73M
SPY
Spdr S&P 500 ETF Trust

ETFs
-7
- 6.93%
$551.42 - $612.93 $3.86K - $4.29K
94 $52.6M
TOL
Toll Brothers, Inc.

Consumer Cyclical
-45
- 50.0%
$103.02 - $140.69 $4.64K - $6.33K
45 $4.75M
MANH
Manhattan Associates Inc

Technology
-15
- 36.59%
$163.5 - $295.1 $2.45K - $4.43K
26 $4.5M
WSM
Williams Sonoma Inc

Consumer Cyclical
-31
- 55.36%
$158.1 - $217.71 $4.9K - $6.75K
25 $3.95M
MO
Altria Group, Inc.

Consumer Defensive
-182
- 30.85%
$50.81 - $60.02 $9.25K - $10.9K
408 $24.5M
FRPT
Freshpet, Inc.

Consumer Defensive
-42
- 95.45%
$83.17 - $162.59 $3.49K - $6.83K
2 $167K
VSCO
Victoria'S Secret & Co.

Consumer Cyclical
-147
- 93.04%
$16.25 - $41.86 $2.39K - $6.15K
11 $205K
NVO
Novo Nordisk A S

Healthcare
-55
- 36.67%
$69.3 - $90.95 $3.81K - $5K
95 $6.6M
CFLT
Confluent, Inc.

Technology
-213
- 78.02%
$23.44 - $37.65 $4.99K - $8.02K
60 $1.41M
WAB
Westinghouse Air Brake Technologies Corp

Industrials
-17
- 4.8%
$175.5 - $209.86 $2.98K - $3.57K
337 $61.1M
VBTX
Veritex Holdings, Inc.

Financial Services
-196
- 54.75%
$23.47 - $27.67 $4.6K - $5.42K
162 $4.05M
MEI
Methode Electronics Inc

Technology
-473
- 97.13%
$6.11 - $13.17 $2.89K - $6.23K
14 $90K
BOKF
Bok Financial Corp

Financial Services
-48
- 17.02%
$98.85 - $114.26 $4.74K - $5.48K
234 $24.4M
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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