True Wealth Design, LLC Specialty Retail

True Wealth Design, LLC

  • $263 Billion
  • Q1 2025

Stock List

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$7.71B
$71.3 Million 0.03% of portfolio
2,352
Q1 2025 Added 93.42%
$2.11B
$15.8 Million 0.01% of portfolio
403
Q1 2025 Reduced 42.1%
$86.8B
$11.2 Million 0.0% of portfolio
8
Q1 2025 Added 166.67%
$1.47B
$6.65 Million 0.0% of portfolio
520
Q1 2025 Added 0.19%
$21.2B
$6.6 Million 0.0% of portfolio
18
Q1 2025 Added 12.5%
$5.88B
$6.12 Million 0.0% of portfolio
111
Q1 2025 Added 217.14%
$16.6B
$5.37 Million 0.0% of portfolio
73
Q1 2025 Reduced 86.7%
$71.9B
$4.69 Million 0.0% of portfolio
1
Q4 2024 New
$11.6B
$3.95 Million 0.0% of portfolio
25
Q1 2025 Reduced 55.36%
$3.63B
$3.74 Million 0.0% of portfolio
82
Q1 2025 New
$231M
$3.17 Million 0.0% of portfolio
5,234
Q1 2025 New
$1.48B
$2.86 Million 0.0% of portfolio
9
Q1 2025 Added 28.57%
$18.2B
$2.38 Million 0.0% of portfolio
20
Q1 2025 Added 185.71%
$17B
$2.17 Million 0.0% of portfolio
5
Q1 2025 Added 66.67%
$5.86B
$1.65 Million 0.0% of portfolio
22
Q1 2025 Reduced 35.29%
$9.96B
$1.61 Million 0.0% of portfolio
8
Q1 2025 Reduced 42.86%
$177M
$1 Million 0.0% of portfolio
170
Q1 2025 New
$628M
$930,000 0.0% of portfolio
25
Q1 2025 New
$8.66B
$804,000 0.0% of portfolio
36
Q1 2025 New
$635M
$364,000 0.0% of portfolio
92
Q1 2025 New
$509M
$362,000 0.0% of portfolio
77
Q1 2025 Reduced 14.44%
$283M
$344,000 0.0% of portfolio
129
Q1 2025 New
$493M
$344,000 0.0% of portfolio
16
Q1 2025 New
$156M
$230,000 0.0% of portfolio
312
Q1 2025 New
$973M
$226,000 0.0% of portfolio
25
Q1 2025 New
$439M
$112,000 0.0% of portfolio
11
Q1 2025 New
$223M
$105,000 0.0% of portfolio
75
Q1 2025 New
$68.1M
$47,000 0.0% of portfolio
43
Q1 2025 New
$768M
$31,000 0.0% of portfolio
10
Q1 2025 Reduced 54.55%
$837M
$23,000 0.0% of portfolio
18
Q1 2025 New
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