True Wealth Design, LLC Aerospace & Defense

True Wealth Design, LLC

  • $341 Billion
  • Q4 2025

Stock List

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$16.3B
$535 Million 0.16% of portfolio
3,093
Q4 2025 Reduced 0.03%
$123B
$327 Million 0.1% of portfolio
676
Q4 2025 Added 4.0%
$84.4B
$232 Million 0.07% of portfolio
1,133
Q4 2025 Reduced 0.26%
$94.5B
$157 Million 0.05% of portfolio
466
Q4 2025 Added 29.81%
$21.2B
$152 Million 0.04% of portfolio
276
Q4 2025 Added 1.47%
$258B
$126 Million 0.04% of portfolio
689
Q4 2025 Added 5.35%
$12.5B
$75.2 Million 0.02% of portfolio
221
Q4 2025 Added 56.74%
$17.1B
$71.5 Million 0.02% of portfolio
820
Q4 2025 Added 175.17%
$114B
$64.7 Million 0.02% of portfolio
298
Q4 2025 Added 39.91%
$15.7B
$49.3 Million 0.01% of portfolio
163
Q4 2025 Added 1.88%
$86.7B
$35.1 Million 0.01% of portfolio
61
Q4 2025 Reduced 6.15%
$17.1B
$25.9 Million 0.01% of portfolio
80
Q4 2025 Reduced 1.23%
$55.4B
$16.7 Million 0.0% of portfolio
57
Q4 2025 Added 35.71%
$72.7B
$9.31 Million 0.0% of portfolio
7
Q4 2025 Added 16.67%
$9.12B
$4.35 Million 0.0% of portfolio
57
Q4 2025 Reduced 5.0%
$1.28B
$4.23 Million 0.0% of portfolio
78
Q3 2025 Added 95.0%
$39.4B
$1.7 Million 0.0% of portfolio
3
Q4 2025 Reduced 84.21%
$1.65B
$1.36 Million 0.0% of portfolio
25
Q4 2025 Added 66.67%
$11.5B
$1.22 Million 0.0% of portfolio
19
Q4 2025 Added 46.15%
$2.9B
$828,000 0.0% of portfolio
10
Q1 2025 New
$1.1B
$666,000 0.0% of portfolio
7
Q1 2025 New
$1.09B
$639,000 0.0% of portfolio
160
Q4 2025 Added 6.67%
$21B
$578,000 0.0% of portfolio
1
Q3 2025 New
$732M
$164,000 0.0% of portfolio
5
Q4 2025 Reduced 82.76%
$4.09B
$147,000 0.0% of portfolio
2
Q4 2025 Reduced 33.33%
$394M
$107,000 0.0% of portfolio
5
Q2 2025 Reduced 90.57%
$350M
$107,000 0.0% of portfolio
14
Q4 2025 New
$388M
$79,000 0.0% of portfolio
8
Q3 2025 New
$209M
$47,000 0.0% of portfolio
27
Q4 2025 Reduced 22.86%
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