True Wealth Design, LLC Software—Application

True Wealth Design, LLC

  • $327 Billion
  • Q3 2025

Stock List

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$2.38B
$1.81 Million 0.0% of portfolio
42
Q2 2025 Added 5.0%
$1.23B
$1.67 Million 0.0% of portfolio
216
Q3 2025 Reduced 67.62%
$19.3B
$1.57 Million 0.0% of portfolio
3
Q3 2025 Reduced 62.5%
$1.41B
$1.55 Million 0.0% of portfolio
181
Q3 2025 Added 503.33%
$663M
$1.33 Million 0.0% of portfolio
124
Q3 2025 Added 65.33%
$9.2B
$1.2 Million 0.0% of portfolio
32
Q3 2025 Added 28.0%
$7.88B
$1.16 Million 0.0% of portfolio
8
Q3 2025 New
$3.16B
$1.16 Million 0.0% of portfolio
11
Q1 2025 New
$840M
$1.07 Million 0.0% of portfolio
139
Q3 2025 Reduced 30.85%
$387M
$1.03 Million 0.0% of portfolio
159
Q3 2025 Reduced 15.87%
$1.67B
$1 Million 0.0% of portfolio
75
Q2 2025 Reduced 89.3%
$2.28B
$995,000 0.0% of portfolio
14
Q3 2025 Added 100.0%
$3.34B
$994,000 0.0% of portfolio
50
Q2 2025 New
$545M
$931,000 0.0% of portfolio
2
Q1 2025 New
$1.63B
$930,000 0.0% of portfolio
79
Q3 2025 Added 49.06%
$3.04B
$901,000 0.0% of portfolio
14
Q3 2025 Added 1,300.0%
$12B
$841,000 0.0% of portfolio
21
Q2 2025 Reduced 97.2%
$5.08B
$827,000 0.0% of portfolio
3
Q2 2025 Reduced 98.42%
$20.7B
$825,000 0.0% of portfolio
137
Q3 2025 New
$407M
$723,000 0.0% of portfolio
74
Q3 2025 Added 29.82%
$8.29B
$582,000 0.0% of portfolio
3
Q3 2025 New
$2.98B
$501,000 0.0% of portfolio
15
Q3 2025 New
$3.52B
$434,000 0.0% of portfolio
54
Q3 2025 New
$4.19B
$430,000 0.0% of portfolio
7
Q2 2025 New
$3.19B
$425,000 0.0% of portfolio
8
Q1 2025 New
$7.15B
$377,000 0.0% of portfolio
4
Q1 2025 Reduced 20.0%
$592M
$372,000 0.0% of portfolio
58
Q3 2025 Reduced 63.52%
$314M
$298,000 0.0% of portfolio
42
Q3 2025 Reduced 64.1%
$227M
$279,000 0.0% of portfolio
38
Q3 2025 Reduced 63.81%
$1.09B
$272,000 0.0% of portfolio
24
Q2 2025 Added 300.0%
$83.7M
$268,000 0.0% of portfolio
231
Q3 2025 Added 8.96%
$153M
$139,000 0.0% of portfolio
10
Q2 2025 Reduced 87.95%
$202M
$135,000 0.0% of portfolio
5
Q3 2025 New
$287M
$134,000 0.0% of portfolio
95
Q3 2025 Reduced 67.24%
$620M
$132,000 0.0% of portfolio
36
Q3 2025 Reduced 92.9%
$423M
$105,000 0.0% of portfolio
12
Q3 2025 Added 20.0%
$235M
$81,000 0.0% of portfolio
14
Q3 2025 Added 100.0%
$122M
$70,000 0.0% of portfolio
8
Q3 2025 Reduced 82.61%
$93.5M
$65,000 0.0% of portfolio
35
Q3 2025 New
$2.84B
$58,000 0.0% of portfolio
3
Q3 2025 New
$1.65B
$58,000 0.0% of portfolio
8
Q3 2025 Reduced 27.27%
$4.82B
$53,000 0.0% of portfolio
1
Q2 2025 Reduced 66.67%
$326M
$44,000 0.0% of portfolio
10
Q3 2025 New
$469M
$39,000 0.0% of portfolio
3
Q3 2025 Reduced 94.92%
$2.89B
$28,000 0.0% of portfolio
1
Q2 2025 New
$76.5M
$19,000 0.0% of portfolio
15
Q3 2025 Reduced 66.67%
$96.3M
$13,000 0.0% of portfolio
1
Q3 2025 Reduced 95.0%
$1.09B
$10,000 0.0% of portfolio
3
Q3 2025 Reduced 99.36%
$453M
$9,000 0.0% of portfolio
1
Q1 2025 New
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