True Wealth Design, LLC Purchases in Q3 2024

True Wealth Design, LLC

  • $256 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
DFEV
Dimensional ETF Tr Emerging Mk

ETFs
19.5K
+ 2.54%
$25.73 - $28.81 $501K - $561K
786K $22.4B
TFLR
T Rowe Price Exchange Traded F
6.68K
+ 17.2%
N/A
45.5K $2.35B
PEP
Pepsico Inc

Consumer Defensive
952
+ 233.33%
$161.9 - $179.3 $154K - $171K
1.36K $231M
NVDA
Nvidia Corp

Technology
1.32K
+ 74.79%
$98.91 - $134.91 $131K - $178K
3.09K $375M
CMCSA
Comcast Corp

Communication Services
3.21K
+ 1783.89%
$37.33 - $41.78 $120K - $134K
3.39K $142M
XEL
Xcel Energy Inc

Utilities
1.96K
+ 17836.36%
$52.11 - $65.3 $102K - $128K
1.97K $129M
CME
Cme Group Inc.

Financial Services
579
New
$193.43 - $220.62 $112K - $128K
579 $128M
FTNT
Fortinet, Inc.

Technology
1.55K
+ 7054.55%
$55.39 - $77.55 $86K - $120K
1.57K $122M
T
At&T Inc.

Communication Services
5.25K
+ 1936.9%
$18.21 - $22.28 $95.6K - $117K
5.52K $121M
GWRE
Guidewire Software, Inc.

Technology
592
New
$137.04 - $182.94 $81.1K - $108K
592 $108M
WEN
Wendy'S CO

Consumer Cyclical
5.79K
New
$15.83 - $18.24 $91.7K - $106K
5.79K $101M
DAL
Delta Air Lines, Inc.

Industrials
1.94K
+ 7748.0%
$37.32 - $51.8 $72.3K - $100K
1.96K $99.7M
VRSN
Verisign Inc

Technology
509
+ 16966.67%
$174.18 - $190.64 $88.7K - $97K
512 $97.3M
UNH
Unitedhealth Group Inc

Healthcare
157
+ 314.0%
$488.01 - $604.18 $76.6K - $94.9K
207 $121M
ROST
Ross Stores, Inc.

Consumer Cyclical
628
+ 4186.67%
$136.06 - $155.24 $85.4K - $97.5K
643 $96.8M
HWM
Howmet Aerospace Inc.

Industrials
919
+ 4836.84%
$77.3 - $100.22 $71K - $92.1K
938 $94M
HPE
Hewlett Packard Enterprise CO

Technology
4.35K
+ 8369.23%
$16.1 - $21.44 $70.1K - $93.3K
4.4K $90.1M
V
Visa Inc.

Financial Services
318
+ 1325.0%
$253.74 - $291.56 $80.7K - $92.7K
342 $94M
BAC
Bank Of America Corp

Financial Services
2.17K
+ 722.33%
$36.65 - $44.13 $79.4K - $95.6K
2.47K $97.9M
TPR
Tapestry, Inc.

Consumer Cyclical
1.77K
New
$36.29 - $47.94 $64.1K - $84.7K
1.77K $83M
ZM
Zoom Video Communications, Inc.

Technology
1.18K
+ 10763.64%
$55.32 - $71.9 $65.5K - $85.1K
1.2K $83.3M
AVGO
Broadcom Inc.

Technology
643
+ 3061.9%
$136.27 - $1745.86 $87.6K - $1.12M
664 $115M
APPF
Appfolio Inc

Technology
336
New
$204.33 - $270.02 $68.7K - $90.7K
336 $79.1M
TRMB
Trimble Inc.

Technology
1.27K
+ 9042.86%
$49.82 - $62.06 $63.1K - $78.6K
1.28K $79.5M
PGR
Progressive Corp

Financial Services
273
+ 142.93%
$209.46 - $259.24 $57.2K - $70.8K
464 $118M
IVZ
Invesco Ltd.

Financial Services
4.38K
New
$14.85 - $17.74 $65.1K - $77.7K
4.38K $76.9M
VMC
Vulcan Materials CO

Basic Materials
302
+ 6040.0%
$231.83 - $274.51 $70K - $82.9K
307 $76.9M
GO
Grocery Outlet Holding Corp.

Consumer Defensive
4.29K
New
$15.97 - $22.05 $68.6K - $94.7K
4.29K $75.3M
COST
Costco Wholesale Corp

Consumer Defensive
83
+ 176.6%
$801.83 - $917.05 $66.6K - $76.1K
130 $115M
ABNB
Airbnb, Inc.

Consumer Cyclical
583
+ 11660.0%
$113.01 - $154.34 $65.9K - $90K
588 $74.6M
PAG
Penske Automotive Group, Inc.

Consumer Cyclical
445
+ 14833.33%
$143.74 - $174.11 $64K - $77.5K
448 $72.8M
CL
Colgate Palmolive CO

Consumer Defensive
672
+ 1460.87%
$95.54 - $108.77 $64.2K - $73.1K
718 $74.5M
FMC
Fmc Corp

Basic Materials
1.04K
New
$54.54 - $66.06 $56.5K - $68.4K
1.04K $68.3M
NBIX
Neurocrine Biosciences Inc

Healthcare
587
+ 11740.0%
$114.58 - $153.15 $67.3K - $89.9K
592 $68.2M
C
Citigroup Inc

Financial Services
1.08K
New
$56.11 - $67.61 $60.4K - $72.7K
1.08K $67.4M
CNC
Centene Corp

Healthcare
881
New
$64.89 - $80.23 $57.2K - $70.7K
881 $66.3M
ILMN
Illumina, Inc.

Healthcare
507
+ 25350.0%
$105.28 - $135.9 $53.4K - $68.9K
509 $66.4M
CCK
Crown Holdings Inc

Consumer Cyclical
685
+ 6850.0%
$71.52 - $95.86 $49K - $65.7K
695 $66.6M
NTNX
Nutanix, Inc.

Technology
1.09K
+ 10930.0%
$46.0 - $63.19 $50.3K - $69.1K
1.1K $65.4M
CTAS
Cintas Corp

Industrials
314
+ 7850.0%
$201.38 - $819.83 $63.2K - $257K
318 $65.5M
ED
Consolidated Edison Inc

Utilities
598
+ 4983.33%
$88.42 - $104.97 $52.9K - $62.8K
610 $63.5M
HUBS
Hubspot Inc

Technology
117
New
$450.09 - $592.58 $52.7K - $69.3K
117 $62.2M
HUN
Huntsman Corp

Basic Materials
2.57K
New
$20.02 - $24.78 $51.4K - $63.6K
2.57K $62.1M
D
Dominion Energy, Inc

Utilities
1.06K
+ 8138.46%
$48.01 - $58.53 $50.8K - $61.9K
1.07K $61.9M
PNR
Pentair PLC

Industrials
623
+ 4450.0%
$74.39 - $97.79 $46.3K - $60.9K
637 $62.3M
MHK
Mohawk Industries Inc

Consumer Cyclical
379
New
$108.83 - $162.7 $41.2K - $61.7K
379 $60.9M
RGLD
Royal Gold Inc

Basic Materials
431
New
$125.01 - $146.5 $53.9K - $63.1K
431 $60.5M
RHI
Robert Half International Inc.

Industrials
896
New
$59.34 - $68.28 $53.2K - $61.2K
896 $60.4M
ECL
Ecolab Inc.

Basic Materials
235
+ 3916.67%
$228.86 - $255.76 $53.8K - $60.1K
241 $61.5M
Activity Summary
Buys All Purchases 845 New Holdings 550 Increased Positions 295 Sells All Sells 240 Reductions 240 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track True Wealth Design, LLC Portfolio

Follow True Wealth Design, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of True Wealth Design, LLC, based on Form 13F filings with the SEC.

News

Stay updated on True Wealth Design, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email