True Wealth Design, LLC Capital Markets

True Wealth Design, LLC

  • $263 Billion
  • Q1 2025

Stock List

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$224B
$20.5 Million 0.01% of portfolio
176
Q1 2025 Added 76.0%
$210B
$15 Million 0.01% of portfolio
27
Q1 2025 Added 800.0%
$3.73B
$11.7 Million 0.0% of portfolio
201
Q1 2025 Added 6,600.0%
$160B
$11.7 Million 0.0% of portfolio
149
Q1 2025 Added 831.25%
$10.4B
$6.69 Million 0.0% of portfolio
71
Q1 2025 New
$8.32B
$5.39 Million 0.0% of portfolio
392
Q1 2025 New
$9.29B
$4 Million 0.0% of portfolio
20
Q1 2025 Reduced 86.93%
$8.04B
$3.03 Million 0.0% of portfolio
14
Q1 2025 Reduced 84.44%
$30.4B
$2.95 Million 0.0% of portfolio
9
Q1 2025 Added 350.0%
$18.8B
$2.65 Million 0.0% of portfolio
16
Q1 2025 New
$8.94B
$1.78 Million 0.0% of portfolio
11
Q1 2025 New
$495M
$1.75 Million 0.0% of portfolio
69
Q1 2025 New
$3.57B
$1.1 Million 0.0% of portfolio
8
Q1 2025 New
$1.75B
$764,000 0.0% of portfolio
10
Q1 2025 New
$874M
$746,000 0.0% of portfolio
324
Q1 2025 Reduced 3.28%
$3.64B
$743,000 0.0% of portfolio
3
Q1 2025 New
$32.9B
$695,000 0.0% of portfolio
5
Q1 2025 Reduced 70.59%
$15.9B
$594,000 0.0% of portfolio
4
Q1 2025 New
$1.64B
$481,000 0.0% of portfolio
11
Q1 2025 New
$4.22B
$305,000 0.0% of portfolio
8
Q1 2025 New
$809M
$295,000 0.0% of portfolio
16
Q1 2025 New
$10.1B
$265,000 0.0% of portfolio
2
Q1 2025 New
$193M
$45,000 0.0% of portfolio
22
Q1 2025 New
$479M
$20,000 0.0% of portfolio
7
Q1 2025 Reduced 89.55%
$422M
$6,000 0.0% of portfolio
1
Q1 2025 New
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