True Wealth Design, LLC Utilities—Regulated Electric

True Wealth Design, LLC

  • $284 Billion
  • Q2 2025

Stock List

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$40.1B
$64.8 Million 0.02% of portfolio
952
Q2 2025 Reduced 53.26%
$139B
$44.2 Million 0.02% of portfolio
637
Q2 2025 Added 4.08%
$22.7B
$38.7 Million 0.01% of portfolio
608
Q2 2025 Added 540.0%
$16.8B
$33.1 Million 0.01% of portfolio
480
Q2 2025 Added 4.8%
$27B
$16.7 Million 0.01% of portfolio
126
Q2 2025 Added 5.88%
$20.9B
$14.6 Million 0.01% of portfolio
283
Q2 2025 Reduced 85.07%
$96.4B
$12.6 Million 0.0% of portfolio
107
Q2 2025 Added 24.42%
$50.8B
$12.3 Million 0.0% of portfolio
218
Q2 2025 Added 31.33%
$44.8B
$10.6 Million 0.0% of portfolio
244
Q2 2025 Added 33.33%
$36.9B
$10.1 Million 0.0% of portfolio
101
Q2 2025 Added 36.49%
$103B
$9.37 Million 0.0% of portfolio
102
Q2 2025 Added 12.09%
$10.5B
$7.25 Million 0.0% of portfolio
81
Q2 2025 Added 10.96%
$58.3B
$6.82 Million 0.0% of portfolio
66
Q2 2025 Added 17.86%
$24.8B
$5.84 Million 0.0% of portfolio
145
Q2 2025 Added 38.1%
$21.5B
$5.47 Million 0.0% of portfolio
79
Q2 2025 Reduced 23.3%
$34.6B
$4.9 Million 0.0% of portfolio
47
Q2 2025 Reduced 16.07%
$26.3B
$4.13 Million 0.0% of portfolio
43
Q2 2025 Reduced 15.69%
$42.8B
$3.54 Million 0.0% of portfolio
42
Q2 2025 Reduced 26.32%
$26.6B
$3.15 Million 0.0% of portfolio
93
Q2 2025 Reduced 11.43%
$24.3B
$3.09 Million 0.0% of portfolio
84
Q2 2025 Added 82.61%
$16.5B
$2.84 Million 0.0% of portfolio
47
Q2 2025 Reduced 25.4%
$52.9B
$2.61 Million 0.0% of portfolio
35
Q2 2025 Added 6.06%
$9.13B
$1.6 Million 0.0% of portfolio
36
Q2 2025 Added 12.5%
$19B
$1.47 Million 0.0% of portfolio
103
Q1 2025 Added 3.0%
$24.1B
$1.19 Million 0.0% of portfolio
25
Q2 2025 Added 4.17%
$30.1B
$1.06 Million 0.0% of portfolio
76
Q2 2025 Reduced 98.9%
$6.32B
$578,000 0.0% of portfolio
5
Q2 2025 Reduced 28.57%
$16.4B
$402,000 0.0% of portfolio
54
Q2 2025 Reduced 12.9%
$4.54B
$302,000 0.0% of portfolio
83
Q2 2025 Added 36.07%
$4.18B
$41,000 0.0% of portfolio
1
Q1 2025 Reduced 99.84%
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