True Wealth Design, LLC Specialty Industrial Machinery

True Wealth Design, LLC

  • $263 Billion
  • Q1 2025

Stock List

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$87.4B
$237 Million 0.09% of portfolio
390
Q1 2025 Added 0.26%
$71.3B
$236 Million 0.09% of portfolio
2,153
Q1 2025 Added 91.72%
$253B
$138 Million 0.05% of portfolio
690
Q1 2025 Added 7.14%
$47.2B
$75.9 Million 0.03% of portfolio
242
Q1 2025 Added 195.12%
$6.68B
$42.6 Million 0.02% of portfolio
873
Q1 2025 Reduced 1.47%
$77.2B
$40.3 Million 0.02% of portfolio
163
Q1 2025 Added 28.35%
$7.07B
$17.5 Million 0.01% of portfolio
296
Q1 2025 Added 43.69%
$42B
$16.4 Million 0.01% of portfolio
95
Q1 2025 Added 106.52%
$61.8B
$14.7 Million 0.01% of portfolio
25
Q1 2025 Added 400.0%
$8.16B
$13.7 Million 0.01% of portfolio
90
Q1 2025 Added 3.45%
$41.2B
$10 Million 0.0% of portfolio
97
Q1 2025 Added 708.33%
$131B
$9.47 Million 0.0% of portfolio
35
Q1 2025 Reduced 80.66%
$12.4B
$9.04 Million 0.0% of portfolio
70
Q1 2025 Added 29.63%
$23.1B
$6.69 Million 0.0% of portfolio
56
Q1 2025 Added 522.22%
$6.25B
$6.54 Million 0.0% of portfolio
355
Q1 2025 New
$8.58B
$4.83 Million 0.0% of portfolio
72
Q1 2025 Reduced 30.77%
$14.7B
$3.01 Million 0.0% of portfolio
36
Q1 2025 Added 260.0%
$1.5B
$2.68 Million 0.0% of portfolio
111
Q1 2025 New
$26.2B
$2.64 Million 0.0% of portfolio
15
Q1 2025 Added 66.67%
$35.7B
$2.58 Million 0.0% of portfolio
10
Q1 2025 Added 66.67%
$11.7B
$1.61 Million 0.0% of portfolio
8
Q1 2025 Added 100.0%
$33.9B
$1.6 Million 0.0% of portfolio
20
Q1 2025 Added 17.65%
$5.05B
$1.46 Million 0.0% of portfolio
5
Q1 2025 New
$14.4B
$1.45 Million 0.0% of portfolio
8
Q1 2025 Added 60.0%
$6.98B
$1.16 Million 0.0% of portfolio
9
Q1 2025 New
$6.58B
$1.02 Million 0.0% of portfolio
5
Q1 2025 New
$398M
$952,000 0.0% of portfolio
33
Q1 2025 New
$1.95B
$918,000 0.0% of portfolio
24
Q1 2025 New
$6.24B
$867,000 0.0% of portfolio
6
Q1 2025 New
$350M
$731,000 0.0% of portfolio
21
Q1 2025 Reduced 19.23%
$1.86B
$646,000 0.0% of portfolio
4
Q1 2025 New
$8.26B
$380,000 0.0% of portfolio
3
Q1 2025 New
$4.01B
$367,000 0.0% of portfolio
3
Q1 2025 New
$9.4B
$342,000 0.0% of portfolio
3
Q1 2025 Added 200.0%
$1.07B
$257,000 0.0% of portfolio
8
Q1 2025 New
$1.01B
$246,000 0.0% of portfolio
7
Q1 2025 New
$3.42B
$174,000 0.0% of portfolio
12
Q1 2025 New
$1.48B
$100,000 0.0% of portfolio
4
Q1 2025 New
$8.95B
$66,000 0.0% of portfolio
1
Q1 2025 Reduced 85.71%
$9.88B
$52,000 0.0% of portfolio
1
Q1 2025 New
$3.95B
$51,000 0.0% of portfolio
2
Q1 2025 New
$249M
$44,000 0.0% of portfolio
2
Q1 2025 New
$105M
$31,000 0.0% of portfolio
4
Q1 2025 New
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