True Wealth Design, LLC Banks—Regional

True Wealth Design, LLC

  • $284 Billion
  • Q2 2025

Stock List

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.01B
$482,000 0.0% of portfolio
18
Q2 2025 Added 38.46%
$213M
$458,000 0.0% of portfolio
17
Q2 2025 Added 466.67%
$1.18B
$424,000 0.0% of portfolio
11
Q1 2025 New
$332M
$422,000 0.0% of portfolio
35
Q2 2025 Reduced 30.0%
$1.46B
$418,000 0.0% of portfolio
14
Q2 2025 New
$878M
$391,000 0.0% of portfolio
13
Q2 2025 Added 18.18%
$1.62B
$363,000 0.0% of portfolio
25
Q2 2025 Added 108.33%
$364M
$346,000 0.0% of portfolio
7
Q1 2025 New
$358M
$327,000 0.0% of portfolio
19
Q2 2025 New
$355M
$326,000 0.0% of portfolio
14
Q2 2025 Reduced 6.67%
$960M
$324,000 0.0% of portfolio
11
Q2 2025 Reduced 8.33%
$844M
$318,000 0.0% of portfolio
52
Q2 2025 Reduced 60.61%
$312M
$304,000 0.0% of portfolio
22
Q2 2025 Reduced 78.43%
$665M
$301,000 0.0% of portfolio
9
Q1 2025 New
$255M
$297,000 0.0% of portfolio
31
Q2 2025 Added 520.0%
$520M
$295,000 0.0% of portfolio
9
Q2 2025 New
$598M
$269,000 0.0% of portfolio
23
Q2 2025 Reduced 75.0%
$2.32B
$267,000 0.0% of portfolio
11
Q2 2025 Added 1,000.0%
$794M
$263,000 0.0% of portfolio
7
Q2 2025 Added 16.67%
$697M
$262,000 0.0% of portfolio
17
Q2 2025 New
$8.91B
$239,000 0.0% of portfolio
4
Q2 2025 Added 100.0%
$2.13B
$235,000 0.0% of portfolio
4
Q1 2025 New
$570M
$203,000 0.0% of portfolio
5
Q1 2025 New
$452M
$198,000 0.0% of portfolio
7
Q1 2025 New
$485M
$198,000 0.0% of portfolio
7
Q1 2025 New
$959M
$189,000 0.0% of portfolio
3
Q1 2025 New
$519M
$189,000 0.0% of portfolio
4
Q3 2024 New
$1.72B
$183,000 0.0% of portfolio
7
Q2 2025 Reduced 95.68%
$380M
$172,000 0.0% of portfolio
4
Q1 2025 New
$536M
$172,000 0.0% of portfolio
6
Q2 2025 Reduced 53.85%
$316M
$170,000 0.0% of portfolio
7
Q3 2024 New
$596M
$157,000 0.0% of portfolio
4
Q1 2025 New
$9.01B
$156,000 0.0% of portfolio
2
Q2 2025 Reduced 66.67%
$6.28B
$150,000 0.0% of portfolio
7
Q2 2025 Added 75.0%
$202M
$148,000 0.0% of portfolio
4
Q2 2025 Reduced 20.0%
$1.26B
$147,000 0.0% of portfolio
2
Q1 2025 New
$370M
$139,000 0.0% of portfolio
5
Q2 2025 Added 25.0%
$380M
$131,000 0.0% of portfolio
11
Q2 2025 Reduced 93.64%
$669M
$130,000 0.0% of portfolio
4
Q2 2025 New
$418M
$126,000 0.0% of portfolio
3
Q2 2025 Added 50.0%
$731M
$115,000 0.0% of portfolio
4
Q1 2025 New
$532M
$113,000 0.0% of portfolio
3
Q2 2025 New
$209M
$112,000 0.0% of portfolio
5
Q2 2025 Added 150.0%
$4.99B
$108,000 0.0% of portfolio
3
Q2 2025 Added 200.0%
$475M
$106,000 0.0% of portfolio
4
Q1 2025 New
$437M
$104,000 0.0% of portfolio
2
Q1 2025 New
$602M
$100,000 0.0% of portfolio
10
Q2 2025 Reduced 73.68%
$276M
$94,000 0.0% of portfolio
3
Q2 2025 Reduced 50.0%
$7.19B
$93,000 0.0% of portfolio
1
Q2 2025 Reduced 92.86%
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