True Wealth Design, LLC Utilities—Regulated Electric

True Wealth Design, LLC

  • $327 Billion
  • Q3 2025

Stock List

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$32.8B
$157 Million 0.05% of portfolio
10,435
Q3 2025 Added 13,630.26%
$21.8B
$130 Million 0.04% of portfolio
2,353
Q3 2025 Added 731.45%
$25.3B
$78.7 Million 0.02% of portfolio
1,106
Q3 2025 Added 81.91%
$44.3B
$77.8 Million 0.02% of portfolio
965
Q3 2025 Added 1.37%
$34.9B
$50 Million 0.02% of portfolio
497
Q3 2025 Added 392.08%
$62.4B
$49.4 Million 0.02% of portfolio
439
Q3 2025 Added 565.15%
$165B
$47.2 Million 0.01% of portfolio
625
Q3 2025 Reduced 1.88%
$17.3B
$41.7 Million 0.01% of portfolio
548
Q3 2025 Added 14.17%
$26.5B
$22.6 Million 0.01% of portfolio
160
Q3 2025 Added 26.98%
$56.9B
$21.4 Million 0.01% of portfolio
294
Q3 2025 Added 740.0%
$95.2B
$16.6 Million 0.01% of portfolio
134
Q3 2025 Added 25.23%
$45.9B
$15.4 Million 0.0% of portfolio
343
Q3 2025 Added 40.57%
$51.3B
$13.3 Million 0.0% of portfolio
218
Q2 2025 Added 31.33%
$35.6B
$10.2 Million 0.0% of portfolio
89
Q3 2025 Added 89.36%
$99.5B
$10.1 Million 0.0% of portfolio
107
Q3 2025 Added 4.9%
$9.94B
$9.59 Million 0.0% of portfolio
107
Q3 2025 Added 32.1%
$26.2B
$8.02 Million 0.0% of portfolio
175
Q3 2025 Added 20.69%
$24.6B
$6.95 Million 0.0% of portfolio
137
Q3 2025 Added 448.0%
$26.9B
$5.84 Million 0.0% of portfolio
157
Q3 2025 Added 68.82%
$27B
$5.64 Million 0.0% of portfolio
54
Q3 2025 Added 25.58%
$19.8B
$5.5 Million 0.0% of portfolio
59
Q3 2025 Added 1.72%
$41.6B
$4.84 Million 0.0% of portfolio
58
Q3 2025 Added 38.1%
$8.87B
$4.54 Million 0.0% of portfolio
98
Q3 2025 Added 172.22%
$0
$3.55 Million 0.0% of portfolio
74
Q3 2025 New
$24.8B
$3.38 Million 0.0% of portfolio
87
Q3 2025 Added 3.57%
$16.9B
$3.17 Million 0.0% of portfolio
47
Q2 2025 Reduced 25.4%
$19.6B
$2.17 Million 0.0% of portfolio
166
Q3 2025 Added 61.17%
$6.54B
$1.42 Million 0.0% of portfolio
11
Q3 2025 Added 120.0%
$4.75B
$660,000 0.0% of portfolio
15
Q3 2025 Added 1,400.0%
$25.4B
$536,000 0.0% of portfolio
54
Q2 2025 Reduced 12.9%
$5.31B
$281,000 0.0% of portfolio
72
Q3 2025 Reduced 13.25%
$362M
$45,000 0.0% of portfolio
3
Q3 2025 New
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