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
BR
Broadridge Financial Solutions, Inc.

Technology
1
+ 0.67%
$209.64 - $236.44 $210 - $236
150 $33.9M
VC
Visteon Corp

Consumer Cyclical
21
New
$85.49 - $96.16 $1.8K - $2.02K
21 $1.86M
ALTG
Alta Equipment Group Inc.

Industrials
284
+ 1775.0%
$5.76 - $8.46 $1.64K - $2.4K
300 $1.96M
HMN
Horace Mann Educators Corp

Financial Services
44
+ 157.14%
$34.36 - $42.64 $1.51K - $1.88K
72 $2.83M
APH
Amphenol Corp

Technology
19
+ 15.7%
$62.07 - $75.35 $1.18K - $1.43K
140 $9.73M
TVTX
Travere Therapeutics, Inc.

Healthcare
60
+ 26.32%
$13.65 - $19.85 $819 - $1.19K
288 $5.02M
MTCH
Match Group, Inc.

Communication Services
56
+ 2800.0%
$30.29 - $38.64 $1.7K - $2.16K
58 $1.9M
JOUT
Johnson Outdoors Inc

Consumer Cyclical
55
New
$31.62 - $38.2 $1.74K - $2.1K
55 $1.82M
JWN
Nordstrom Inc

Consumer Cyclical
75
New
$21.42 - $24.9 $1.61K - $1.87K
75 $1.81M
SONY
Sony Group Corp

Technology
367
+ 464.56%
$17.53 - $96.8 $6.43K - $35.5K
446 $9.44M
HXL
Hexcel Corp

Industrials
22
+ 4.55%
$58.56 - $65.31 $1.29K - $1.44K
505 $31.7M
BSX
Boston Scientific Corp

Healthcare
19
+ 82.61%
$83.62 - $91.5 $1.59K - $1.74K
42 $3.71M
TJX
Tjx Companies Inc

Consumer Cyclical
12
+ 12.63%
$112.15 - $127.2 $1.35K - $1.53K
107 $12.9M
OKE
Oneok Inc

Energy
15
+ 65.22%
$92.28 - $117.05 $1.38K - $1.76K
38 $3.8M
ITW
Illinois Tool Works Inc

Industrials
11
+ 9.48%
$253.56 - $278.5 $2.79K - $3.06K
127 $32.1M
RMBS
Rambus Inc

Technology
5
+ 3.73%
$40.13 - $59.14 $201 - $296
139 $7.35M
SNPS
Synopsys Inc

Technology
4
+ 133.33%
$485.36 - $588.0 $1.94K - $2.35K
7 $3.19M
INTU
Intuit Inc

Technology
3
+ 60.0%
$602.01 - $706.25 $1.81K - $2.12K
8 $4.76M
MO
Altria Group, Inc.

Consumer Defensive
18
+ 3.15%
$49.06 - $57.74 $883 - $1.04K
590 $30.8M
ITRI
Itron, Inc.

Technology
14
+ 21.54%
$101.26 - $124.45 $1.42K - $1.74K
79 $8.58M
MAR
Marriott International Inc

Consumer Cyclical
5
+ 71.43%
$246.06 - $292.59 $1.23K - $1.46K
12 $3.36M
SKYW
Skywest Inc

Industrials
5
+ 6.76%
$83.51 - $115.11 $418 - $576
79 $7.91M
MYGN
Myriad Genetics Inc

Healthcare
118
New
$13.17 - $27.03 $1.55K - $3.19K
118 $1.62M
TRDA
Entrada Therapeutics, Inc.

Healthcare
93
New
$15.82 - $21.59 $1.47K - $2.01K
93 $1.61M
ADSK
Autodesk, Inc.

Technology
5
+ 71.43%
N/A
12 $3.52M
SITE
Site One Landscape Supply, Inc.

Industrials
12
New
$131.3 - $156.31 $1.58K - $1.88K
12 $1.58M
VPG
Vishay Precision Group, Inc.

Technology
67
New
$21.09 - $25.3 $1.41K - $1.7K
67 $1.57M
SPGI
S&P Global Inc.

Financial Services
3
New
$480.36 - $529.17 $1.44K - $1.59K
3 $1.57M
CORT
Corcept Therapeutics Inc

Healthcare
15
+ 7.77%
$44.66 - $60.85 $670 - $913
208 $10.5M
DTM
Dt Midstream, Inc.

Energy
15
New
$78.85 - $108.56 $1.18K - $1.63K
15 $1.52M
BFH
Bread Financial Holdings, Inc.

Financial Services
11
+ 17.74%
$46.5 - $66.38 $512 - $730
73 $4.46M
MSI
Motorola Solutions, Inc.

Technology
3
+ 60.0%
$449.08 - $504.6 $1.35K - $1.51K
8 $3.75M
PSTG
Pure Storage, Inc.

Technology
6
+ 5.94%
$48.19 - $66.6 $289 - $400
107 $6.57M
Linde PLC
5
+ 38.46%
N/A
18 $7.7M
BDX
Becton Dickinson & CO

Healthcare
20
+ 9.35%
$220.02 - $243.75 $4.4K - $4.88K
234 $53.1M
PANL
Pangaea Logistics Solutions Ltd.

Industrials
271
New
$4.84 - $7.2 $1.31K - $1.95K
271 $1.45M
VBTX
Veritex Holdings, Inc.

Financial Services
43
+ 13.65%
$24.85 - $31.26 $1.07K - $1.34K
358 $9.72M
MRC
Mrc Global Inc.

Energy
111
New
$12.11 - $14.44 $1.34K - $1.6K
111 $1.42M
FISV
Fiserv Inc

Technology
7
New
N/A
7 $1.41M
DOCS
Doximity, Inc.

Healthcare
26
New
$41.25 - $61.25 $1.07K - $1.59K
26 $1.39M
Perimeter Solutions Inc
108
New
N/A
108 $1.38M
BRY
Berry Corp (Bry)

Energy
333
New
$3.79 - $5.58 $1.26K - $1.86K
333 $1.38M
INFA
Informatica Inc.

Technology
52
New
$23.96 - $27.39 $1.25K - $1.42K
52 $1.35M
DE
Deere & CO

Industrials
3
+ 30.0%
$389.45 - $466.0 $1.17K - $1.4K
13 $5.52M
POWL
Powell Industries Inc

Industrials
6
+ 14.29%
$221.65 - $352.37 $1.33K - $2.11K
48 $10.6M
CSTM
Constellium Se

Basic Materials
126
New
$9.97 - $16.45 $1.26K - $2.07K
126 $1.3M
Kenvue Inc
60
New
N/A
60 $1.28M
BX
Blackstone Inc.

Financial Services
7
New
$148.45 - $199.05 $1.04K - $1.39K
7 $1.28M
VZ
Verizon Communications Inc

Communication Services
58
+ 26.98%
$39.6 - $45.21 $2.3K - $2.62K
273 $10.9M
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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