True Wealth Design, LLC Asset Management

True Wealth Design, LLC

  • $263 Billion
  • Q1 2025

Stock List

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$21.3B
$54 Million 0.02% of portfolio
1,709
Q1 2025 Added 121.09%
$6.69B
$33.3 Million 0.01% of portfolio
2,194
Q1 2025 Reduced 57.67%
$23.1B
$25.6 Million 0.01% of portfolio
260
Q1 2025 Reduced 38.82%
$6.07B
$24 Million 0.01% of portfolio
663
Q1 2025 Reduced 35.0%
$74B
$8.81 Million 0.0% of portfolio
105
Q1 2025 Added 2,000.0%
$18.9B
$8.52 Million 0.0% of portfolio
101
Q1 2025 New
$36.4B
$5.91 Million 0.0% of portfolio
66
Q1 2025 Added 127.59%
$20.8B
$4.01 Million 0.0% of portfolio
44
Q1 2025 Reduced 87.13%
$11.2B
$2.64 Million 0.0% of portfolio
34
Q1 2025 New
$3.47B
$1.9 Million 0.0% of portfolio
40
Q1 2025 New
$97.5B
$1.6 Million 0.0% of portfolio
11
Q1 2025 Added 57.14%
$54B
$1.45 Million 0.0% of portfolio
3
Q1 2025 Reduced 66.67%
$4.29B
$1.39 Million 0.0% of portfolio
24
Q1 2025 New
$79.9B
$1.37 Million 0.0% of portfolio
10
Q1 2025 New
$3.33B
$1.31 Million 0.0% of portfolio
25
Q1 2025 New
$11.3B
$1.12 Million 0.0% of portfolio
58
Q1 2025 Reduced 97.8%
$1.27B
$862,000 0.0% of portfolio
5
Q1 2025 Reduced 44.44%
$2.84B
$704,000 0.0% of portfolio
18
Q1 2025 New
$2.21B
$662,000 0.0% of portfolio
50
Q1 2025 New
$7.05B
$505,000 0.0% of portfolio
3
Q1 2025 New
$28.8B
$440,000 0.0% of portfolio
3
Q1 2025 New
$17B
$436,000 0.0% of portfolio
10
Q1 2025 New
$759M
$418,000 0.0% of portfolio
37
Q1 2025 New
$800M
$331,000 0.0% of portfolio
37
Q1 2025 Added 640.0%
$252M
$276,000 0.0% of portfolio
23
Q1 2025 New
$184M
$209,000 0.0% of portfolio
12
Q1 2025 Added 50.0%
$1.06B
$207,000 0.0% of portfolio
8
Q1 2025 New
$2.05B
$134,000 0.0% of portfolio
5
Q1 2025 New
$8.25B
$81,000 0.0% of portfolio
4
Q1 2025 New
$3.63B
$81,000 0.0% of portfolio
1
Q1 2025 New
$0
$69,000 0.0% of portfolio
18
Q1 2025 New
$3.77B
$41,000 0.0% of portfolio
1
Q1 2025 New
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