True Wealth Design, LLC Software—Application

True Wealth Design, LLC

  • $284 Billion
  • Q2 2025

Stock List

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$942M
$1.67 Million 0.0% of portfolio
507
Q2 2025 Reduced 36.63%
$2.68B
$1.26 Million 0.0% of portfolio
11
Q1 2025 New
$674M
$1.23 Million 0.0% of portfolio
59
Q2 2025 Reduced 53.91%
$2.37B
$1.23 Million 0.0% of portfolio
42
Q2 2025 Added 5.0%
$1.67B
$1.1 Million 0.0% of portfolio
39
Q2 2025 Reduced 90.71%
$319M
$1.06 Million 0.0% of portfolio
117
Q2 2025 Reduced 78.01%
$1.72B
$1.01 Million 0.0% of portfolio
75
Q2 2025 Reduced 89.3%
$1.42B
$948,000 0.0% of portfolio
62
Q2 2025 Reduced 3.13%
$513M
$939,000 0.0% of portfolio
159
Q2 2025 Reduced 84.18%
$758M
$930,000 0.0% of portfolio
75
Q2 2025 Reduced 65.44%
$12.9B
$926,000 0.0% of portfolio
4
Q2 2025 Added 100.0%
$14.6B
$918,000 0.0% of portfolio
17
Q2 2025 Reduced 10.53%
$614M
$845,000 0.0% of portfolio
2
Q1 2025 New
$238M
$828,000 0.0% of portfolio
105
Q2 2025 Added 208.82%
$355M
$826,000 0.0% of portfolio
189
Q2 2025 Added 162.5%
$1.05B
$801,000 0.0% of portfolio
90
Q2 2025 Added 26.76%
$3.49B
$775,000 0.0% of portfolio
50
Q2 2025 New
$680M
$737,000 0.0% of portfolio
47
Q2 2025 Reduced 84.89%
$9.77B
$730,000 0.0% of portfolio
25
Q2 2025 Added 127.27%
$5.58B
$691,000 0.0% of portfolio
3
Q2 2025 Reduced 98.42%
$9.88B
$610,000 0.0% of portfolio
11
Q2 2025 Added 57.14%
$133M
$609,000 0.0% of portfolio
46
Q2 2025 New
$445M
$565,000 0.0% of portfolio
57
Q2 2025 Added 16.33%
$1.11B
$549,000 0.0% of portfolio
25
Q2 2025 Added 1,150.0%
$13.7B
$509,000 0.0% of portfolio
21
Q2 2025 Reduced 97.2%
$2.01B
$505,000 0.0% of portfolio
7
Q2 2025 Reduced 87.93%
$3.27B
$453,000 0.0% of portfolio
8
Q1 2025 New
$1.8B
$447,000 0.0% of portfolio
7
Q1 2025 New
$8.48B
$407,000 0.0% of portfolio
4
Q1 2025 Reduced 20.0%
$4.01B
$373,000 0.0% of portfolio
7
Q2 2025 New
$348M
$349,000 0.0% of portfolio
28
Q2 2025 Reduced 12.5%
$1.25B
$336,000 0.0% of portfolio
24
Q2 2025 Added 300.0%
$324M
$288,000 0.0% of portfolio
290
Q2 2025 Added 17.41%
$4.76B
$281,000 0.0% of portfolio
3
Q1 2025 Reduced 50.0%
$1.38B
$276,000 0.0% of portfolio
29
Q2 2025 Reduced 73.64%
$151M
$262,000 0.0% of portfolio
20
Q2 2025 Reduced 31.03%
$997M
$227,000 0.0% of portfolio
70
Q2 2025 Added 55.56%
$1.05B
$212,000 0.0% of portfolio
30
Q2 2025 Reduced 93.58%
$496M
$200,000 0.0% of portfolio
24
Q2 2025 Reduced 88.68%
$113M
$190,000 0.0% of portfolio
212
Q2 2025 Added 278.57%
$154M
$117,000 0.0% of portfolio
10
Q2 2025 Reduced 87.95%
$2.05B
$99,000 0.0% of portfolio
11
Q2 2025 Added 266.67%
$118M
$74,000 0.0% of portfolio
45
Q2 2025 Added 73.08%
$3.67B
$65,000 0.0% of portfolio
1
Q2 2025 New
$285M
$63,000 0.0% of portfolio
10
Q2 2025 Added 25.0%
$5.49B
$47,000 0.0% of portfolio
1
Q2 2025 Reduced 66.67%
$262M
$39,000 0.0% of portfolio
7
Q2 2025 Reduced 87.04%
$1.22B
$36,000 0.0% of portfolio
1
Q2 2025 New
$3.4B
$28,000 0.0% of portfolio
1
Q2 2025 New
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