True Wealth Design, LLC Capital Markets

True Wealth Design, LLC

  • $327 Billion
  • Q3 2025

Stock List

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$11.6B
$85.3 Million 0.03% of portfolio
253
Q3 2025 Added 175.0%
$167B
$46.3 Million 0.01% of portfolio
485
Q3 2025 Added 178.74%
$270B
$43.9 Million 0.01% of portfolio
276
Q3 2025 Added 55.06%
$265B
$36.1 Million 0.01% of portfolio
45
Q3 2025 Added 114.29%
$12.8B
$20.7 Million 0.01% of portfolio
182
Q3 2025 Added 391.89%
$22.2B
$14.2 Million 0.0% of portfolio
1,956
Q3 2025 New
$12B
$9.03 Million 0.0% of portfolio
138
Q3 2025 Added 70.37%
$6.59B
$8.02 Million 0.0% of portfolio
46
Q3 2025 Reduced 69.93%
$6B
$5.8 Million 0.0% of portfolio
84
Q3 2025 Added 13.51%
$12.2B
$3.89 Million 0.0% of portfolio
35
Q3 2025 Added 250.0%
$29.6B
$3.66 Million 0.0% of portfolio
11
Q3 2025 Reduced 8.33%
$34.1B
$3.45 Million 0.0% of portfolio
20
Q3 2025 Added 122.22%
$8.94B
$2.88 Million 0.0% of portfolio
14
Q3 2025 Added 27.27%
$24.4B
$2.26 Million 0.0% of portfolio
13
Q3 2025 New
$4.04B
$1.6 Million 0.0% of portfolio
9
Q3 2025 Added 12.5%
$4.5B
$1.04 Million 0.0% of portfolio
3
Q1 2025 New
$800M
$789,000 0.0% of portfolio
37
Q2 2025 Added 131.25%
$8.35B
$696,000 0.0% of portfolio
37
Q3 2025 Added 94.74%
$1.37B
$566,000 0.0% of portfolio
11
Q1 2025 New
$8.38B
$345,000 0.0% of portfolio
2
Q1 2025 New
$578M
$337,000 0.0% of portfolio
13
Q2 2025 Reduced 81.16%
$3.63B
$107,000 0.0% of portfolio
3
Q3 2025 Reduced 57.14%
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