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
NOK
Nokia Corp

Technology
-12
- 11.32%
$4.43 - $5.42 $53.2 - $65
94 $496K
HLN
Haleon PLC

Healthcare
-6
- 5.04%
$9.02 - $10.67 $54.1 - $64
113 $1.16M
SNN
Smith & Nephew PLC

Healthcare
-1
- 5.56%
$23.89 - $30.34 $23.9 - $30.3
17 $483K
SHEL
Shell PLC

Energy
-29
- 13.94%
$62.84 - $73.29 $1.82K - $2.13K
179 $13.1M
IMO
Imperial Oil LTD

Energy
-1
- 6.67%
$62.41 - $73.34 $62.4 - $73.3
14 $1.01M
MD
Mednax, Inc.

Healthcare
-11
- 5.98%
$12.44 - $17.23 $137 - $190
173 $2.51M
SBSW
Sibanye Stillwater LTD

Basic Materials
-28
- 15.91%
$3.19 - $4.58 $89.3 - $128
148 $678K
BPMC
Blueprint Medicines Corp

Healthcare
-1
- 0.67%
$86.69 - $115.63 $86.7 - $116
149 $13.2M
EHC
Encompass Health Corp

Healthcare
-12
- 8.11%
$91.05 - $102.2 $1.09K - $1.23K
136 $13.8M
UL
Unilever PLC

Consumer Defensive
-3
- 2.73%
$54.72 - $60.29 $164 - $181
107 $6.37M
TAK
Takeda Pharmaceutical CO LTD

Healthcare
-3
- 1.53%
$12.89 - $15.19 $38.7 - $45.6
193 $2.87M
SU
Suncor Energy Inc

Energy
-1
- 0.8%
$34.27 - $40.63 $34.3 - $40.6
124 $4.8M
SSP
E.W. Scripps CO

Communication Services
-244
- 15.18%
$1.41 - $3.36 $344 - $820
1.36K $4.04M
HMY
Harmony Gold Mining CO LTD

Basic Materials
-17
- 10.63%
$8.25 - $14.77 $140 - $251
143 $2.11M
Genedx Holdings Corp
-1
- 1.25%
N/A
79 $7M
ZS
Zscaler, Inc.

Technology
-30
- 7.32%
$181.66 - $216.87 $5.45K - $6.51K
380 $75.4M
NVS
Novartis Ag

Healthcare
-2
- 1.55%
$97.14 - $115.57 $194 - $231
127 $14.2M
SONY
Sony Group Corp

Technology
-11
- 2.47%
$19.88 - $25.64 $219 - $282
435 $11M
BHF
Brighthouse Financial, Inc.

Financial Services
-18
- 6.08%
$45.74 - $62.97 $823 - $1.13K
278 $16.1M
DFAX
Dimensional ETF Tr
-228
- 3.78%
$24.45 - $27.2 $5.57K - $6.2K
5.8K $152M
SLB
Schlumberger Limited

Energy
-15
- 1.52%
$38.4 - $43.74 $576 - $656
971 $40.6M
IDHQ
Invesco ETF Tf Ii S&P Intl Dev

ETFs
-444
- 4.22%
$28.25 - $31.5 $12.5K - $14K
10.1K $302M
HOOD
Robinhood Markets, Inc.

Technology
-79
- 2.38%
$35.63 - $65.28 $2.81K - $5.16K
3.23K $135M
CORT
Corcept Therapeutics Inc

Healthcare
-9
- 4.33%
$49.85 - $114.22 $449 - $1.03K
199 $22.7M
PM
Philip Morris International Inc.

Consumer Defensive
-79
- 10.6%
$117.15 - $158.79 $9.25K - $12.5K
666 $106M
T
At&T Inc.

Communication Services
-18
- 0.32%
$21.56 - $28.28 $388 - $509
5.59K $158M
AVDE
American Centy ETF Tr Avantis

ETFs
-2.42K
- 3.63%
$60.63 - $68.55 $147K - $166K
64.3K $4.26B
DFEV
Dimensional ETF Tr Emerging Mk

ETFs
-1.5K
- 0.19%
$25.44 - $27.95 $38.1K - $41.8K
806K $21.8B
DIHP
Dimensional ETF Tr Dimensional

ETFs
-545
- 0.11%
$25.1 - $27.85 $13.7K - $15.2K
474K $12.8B
DFIC
Dimensional ETF Tr Dimensional

ETFs
-21.9K
- 1.83%
$25.54 - $28.79 $559K - $630K
1.17M $32.6B
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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