True Wealth Design, LLC Utilities—Regulated Electric

True Wealth Design, LLC

  • $263 Billion
  • Q1 2025

Stock List

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$36.3B
$144 Million 0.05% of portfolio
2,037
Q1 2025 Added 2.52%
$28B
$119 Million 0.05% of portfolio
6,933
Q1 2025 Added 279.47%
$19.2B
$112 Million 0.04% of portfolio
1,895
Q1 2025 Added 350.12%
$141B
$43.4 Million 0.02% of portfolio
612
Q1 2025 Added 6.25%
$15.3B
$31.6 Million 0.01% of portfolio
458
Q1 2025 Added 28.29%
$25.5B
$16.5 Million 0.01% of portfolio
119
Q1 2025 Added 29.35%
$88.2B
$10.5 Million 0.0% of portfolio
86
Q1 2025 Added 207.14%
$45.1B
$9.29 Million 0.0% of portfolio
166
Q1 2025 Added 137.14%
$42.1B
$8.41 Million 0.0% of portfolio
183
Q1 2025 Added 266.0%
$96.5B
$8.37 Million 0.0% of portfolio
91
Q1 2025 Added 116.67%
$35.7B
$8.18 Million 0.0% of portfolio
74
Q1 2025 Added 516.67%
$20B
$7.74 Million 0.0% of portfolio
103
Q1 2025 Added 505.88%
$10B
$6.95 Million 0.0% of portfolio
73
Q1 2025 Added 78.05%
$32.8B
$6.1 Million 0.0% of portfolio
56
Q1 2025 Added 460.0%
$52B
$6.09 Million 0.0% of portfolio
56
Q1 2025 Added 107.41%
$21.6B
$5.89 Million 0.0% of portfolio
95
Q1 2025 Added 295.83%
$41B
$4.69 Million 0.0% of portfolio
57
Q1 2025 Added 200.0%
$22.7B
$4.25 Million 0.0% of portfolio
105
Q1 2025 Reduced 84.04%
$15.1B
$4.06 Million 0.0% of portfolio
63
Q1 2025 Added 270.59%
$24.7B
$3.79 Million 0.0% of portfolio
105
Q1 2025 Added 218.18%
$16.5B
$2.74 Million 0.0% of portfolio
32
Q1 2025 Added 128.57%
$52B
$2.17 Million 0.0% of portfolio
33
Q4 2024 Added 17.86%
$22.4B
$1.67 Million 0.0% of portfolio
46
Q1 2025 Added 27.78%
$8.78B
$1.47 Million 0.0% of portfolio
32
Q1 2025 New
$22.7B
$1.09 Million 0.0% of portfolio
24
Q4 2024 Added 14.29%
$5.74B
$814,000 0.0% of portfolio
7
Q1 2025 Added 16.67%
$13.7B
$764,000 0.0% of portfolio
103
Q1 2025 Added 3.0%
$17B
$441,000 0.0% of portfolio
62
Q1 2025 Added 37.78%
$4.98B
$200,000 0.0% of portfolio
61
Q1 2025 Added 32.61%
$3.99B
$45,000 0.0% of portfolio
1
Q1 2025 Reduced 99.84%
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