True Wealth Design, LLC Purchases in Q4 2024

True Wealth Design, LLC

  • $258 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
CHT
Chunghwa Telecom CO LTD

Communication Services
14
+ 26.92%
$37.24 - $39.29 $521 - $550
66 $2.49M
HBB
Hamilton Beach Brands Holding CO

Consumer Cyclical
25
New
$16.21 - $31.36 $405 - $784
25 $421K
LPX
Louisiana Pacific Corp

Industrials
4
New
$98.02 - $120.27 $392 - $481
4 $415K
MKC
Mccormick & CO Inc

Consumer Defensive
6
+ 75.0%
$73.97 - $84.09 $444 - $505
14 $1.07M
GLW
Corning Inc

Technology
7
+ 21.88%
$44.11 - $49.76 $309 - $348
39 $1.85M
Alerus Finl Corp
21
New
N/A
21 $405K
III
Information Services Group Inc.

Technology
119
New
$3.07 - $3.8 $365 - $452
119 $398K
CENTA
Central Garden & Pet Company C

Consumer Defensive
12
New
$28.13 - $36.73 $338 - $441
12 $397K
FLEX
Flex Ltd.

Technology
5
+ 12.2%
$32.52 - $41.3 $163 - $207
46 $1.77M
BK
Bank Of New York Mellon Corp

Financial Services
5
New
$70.82 - $81.87 $354 - $409
5 $385K
GLRE
Greenlight Capital Re, Ltd.

Financial Services
27
New
$13.23 - $15.48 $357 - $418
27 $378K
FFIV
F5, Inc.

Technology
1
+ 25.0%
$213.56 - $263.36 $214 - $263
5 $1.26M
ROP
Roper Technologies Inc

Industrials
1
+ 25.0%
$519.85 - $575.95 $520 - $576
5 $2.6M
EML
Eastern CO

Industrials
14
New
$26.35 - $34.36 $369 - $481
14 $372K
GIII
G Iii Apparel Group LTD

Consumer Cyclical
6
+ 7.41%
$28.49 - $36.1 $171 - $217
87 $2.84M
LCUT
Lifetime Brands, Inc

Consumer Cyclical
61
New
$5.29 - $6.87 $323 - $419
61 $361K
Tko Group Holdings Inc
2
+ 50.0%
N/A
6 $853K
NEM
Newmont Corp

Basic Materials
21
+ 80.77%
$37.0 - $58.68 $777 - $1.23K
47 $1.74M
ITOS
I Teos Therapeutics, Inc.

Healthcare
45
New
$7.22 - $10.02 $325 - $451
45 $346K
WYNN
Wynn Resorts LTD

Consumer Cyclical
4
New
$84.3 - $106.41 $337 - $426
4 $345K
NRG
Nrg Energy, Inc.

Utilities
4
+ 20.0%
$85.3 - $101.61 $341 - $406
24 $2.17M
PRO
Pros Holdings, Inc.

Technology
4
+ 5.41%
$17.69 - $25.4 $70.8 - $102
78 $1.71M
Biohaven LTD
9
New
N/A
9 $337K
ACIW
Aci Worldwide, Inc.

Technology
6
+ 28.57%
$48.81 - $59.2 $293 - $355
27 $1.4M
LEN
Lennar Corp

Consumer Cyclical
7
+ 63.64%
$136.2 - $188.96 $953 - $1.32K
18 $2.39M
DT
Dynatrace, Inc.

Technology
2
+ 0.79%
$51.09 - $59.6 $102 - $119
254 $13.8M
KFS
Kingsway Financial Services Inc

Consumer Cyclical
39
New
$8.17 - $9.55 $319 - $372
39 $327K
CVNA
Carvana Co.

Consumer Cyclical
1
+ 25.0%
$175.8 - $260.8 $176 - $261
5 $1.02M
YEXT
Yext, Inc.

Technology
70
+ 30.57%
$6.21 - $8.6 $435 - $602
299 $1.9M
NATH
Nathans Famous, Inc.

Consumer Cyclical
4
New
$78.61 - $93.6 $314 - $374
4 $315K
Ni Hldgs Inc
20
New
N/A
20 $314K
PTON
Peloton Interactive, Inc.

Consumer Cyclical
36
New
$4.34 - $10.57 $156 - $381
36 $314K
RGLD
Royal Gold Inc

Basic Materials
30
+ 6.96%
$131.05 - $154.26 $3.93K - $4.63K
461 $60.8M
CYRX
Cryoport, Inc.

Industrials
40
New
$6.52 - $8.42 $261 - $337
40 $312K
QIPT
Quipt Home Medical Corp.

Healthcare
102
New
$2.36 - $3.07 $241 - $313
102 $312K
VIST
Vista Energy, S.A.B. De C.V.

Energy
5
+ 125.0%
$45.39 - $58.41 $227 - $292
9 $487K
FET
Forum Energy Technologies, Inc.

Energy
20
New
$13.94 - $16.44 $279 - $329
20 $310K
TPB
Turning Point Brands, Inc.

Consumer Defensive
4
+ 100.0%
$40.84 - $64.22 $163 - $257
8 $481K
FOX
Fox Corp Cl B (De)

Communication Services
4
+ 22.22%
$38.0 - $47.15 $152 - $189
22 $1.01M
REAL
The Real Real, Inc.

Consumer Cyclical
28
New
$2.89 - $11.18 $80.9 - $313
28 $307K
TAK
Takeda Pharmaceutical CO LTD

Healthcare
35
+ 21.74%
$13.01 - $14.43 $455 - $505
196 $2.6M
DRS
Leonardo Drs, Inc.
3
+ 5.88%
N/A
54 $1.75M
CIFR
Cipher Mining Inc.

Financial Services
11
+ 3.4%
$3.58 - $7.43 $39.4 - $81.7
335 $1.56M
NVRO
Nevro Corp

Healthcare
79
New
$3.59 - $5.78 $284 - $457
79 $294K
YUM
Yum Brands Inc

Consumer Cyclical
7
+ 6.42%
$130.36 - $139.54 $913 - $977
116 $15.5M
WBD
Warner Bros. Discovery, Inc.

Communication Services
17
+ 36.96%
$7.33 - $12.37 $125 - $210
63 $666K
National Cinemedia Inc
43
New
N/A
43 $286K
OSK
Oshkosh Corp

Industrials
3
New
$93.84 - $115.52 $282 - $347
3 $286K
AEE
Ameren Corp

Utilities
3
+ 30.0%
$85.81 - $94.98 $257 - $285
13 $1.16M
Activity Summary
Buys All Purchases 833 New Holdings 278 Increased Positions 555 Sells All Sells 322 Reductions 322 Sold out 0 Options Calls 0 Puts 0
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