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
SHEL
Shell PLC

Energy
117
+ 128.57%
$60.63 - $70.23 $7.09K - $8.22K
208 $13M
DCI
Donaldson CO Inc

Industrials
104
New
$67.28 - $78.27 $7K - $8.14K
104 $7.01M
CRNC
Cerence Inc.

Technology
11
+ 0.75%
$2.64 - $8.95 $29 - $98.4
1.47K $11.5M
TFX
Teleflex Inc

Healthcare
104
+ 62.28%
$172.66 - $245.13 $18K - $25.5K
271 $48.2M
KMI
Kinder Morgan, Inc.

Energy
11
+ 0.9%
$22.59 - $28.54 $248 - $314
1.23K $33.7M
VREX
Varex Imaging Corp

Healthcare
359
+ 65.63%
$11.23 - $16.68 $4.03K - $5.99K
906 $13.2M
INSP
Inspire Medical Systems, Inc.

Healthcare
55
+ 39.01%
$172.7 - $214.93 $9.5K - $11.8K
196 $36.3M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
95
+ 30.74%
$55.73 - $66.16 $5.29K - $6.29K
404 $24.4M
NET
Cloudflare, Inc.

Technology
4
+ 1.81%
$78.11 - $117.56 $312 - $470
225 $24.3M
Jacobs Solutions Inc
41
+ 12.28%
N/A
375 $50.1M
ILMN
Illumina, Inc.

Healthcare
33
+ 6.48%
$128.99 - $155.15 $4.26K - $5.12K
542 $72.4M
URBN
Urban Outfitters Inc

Consumer Cyclical
69
+ 51.49%
$34.96 - $55.81 $2.41K - $3.85K
203 $11.1M
PPG
Ppg Industries Inc

Basic Materials
69
+ 38.98%
$119.09 - $131.37 $8.22K - $9.06K
246 $29.4M
BKR
Baker Hughes CO

Energy
41
+ 4.73%
$35.98 - $44.88 $1.48K - $1.84K
908 $37.2M
GNK
Genco Shipping & Trading LTD

Industrials
419
New
$13.64 - $19.17 $5.72K - $8.03K
419 $5.84M
GWRE
Guidewire Software, Inc.

Technology
85
+ 14.36%
$168.58 - $207.12 $14.3K - $17.6K
677 $114M
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
13
+ 433.33%
$338.38 - $446.21 $4.4K - $5.8K
16 $6.96M
WEX
Wex Inc.

Technology
33
New
$167.45 - $216.67 $5.53K - $7.15K
33 $5.79M
ISRG
Intuitive Surgical Inc

Healthcare
3
+ 2.31%
$471.27 - $550.62 $1.41K - $1.65K
133 $69.7M
BRKR
Bruker Corp

Healthcare
191
+ 36.66%
$48.25 - $67.46 $9.22K - $12.9K
712 $41.7M
TDOC
Teladoc Health, Inc.

Healthcare
625
New
$8.57 - $12.02 $5.36K - $7.51K
625 $5.68M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
16
+ 6.84%
$442.29 - $483.08 $7.08K - $7.73K
250 $113M
EHC
Encompass Health Corp

Healthcare
64
+ 76.19%
$92.35 - $103.77 $5.91K - $6.64K
148 $13.7M
ALKS
Alkermes Plc.

Healthcare
178
+ 32.07%
$25.7 - $31.46 $4.57K - $5.6K
733 $21.1M
ORI
Old Republic International Corp

Financial Services
153
New
$34.4 - $38.98 $5.26K - $5.96K
153 $5.54M
MA
Mastercard Inc

Financial Services
10
New
$491.3 - $536.15 $4.91K - $5.36K
10 $5.43M
AWR
American States Water CO

Utilities
69
New
$77.72 - $87.27 $5.36K - $6.02K
69 $5.36M
ITT
Itt Inc.

Industrials
38
+ 237.5%
$140.12 - $159.62 $5.32K - $6.07K
54 $7.72M
UNM
Unum Group

Financial Services
21
+ 7.58%
$58.88 - $77.07 $1.24K - $1.62K
298 $21.8M
XEL
Xcel Energy Inc

Utilities
14
+ 0.71%
$62.16 - $72.92 $870 - $1.02K
1.99K $134M
NOW
Service Now, Inc.

Technology
4
+ 57.14%
$867.18 - $1148.42 $3.47K - $4.59K
11 $11.5M
VSCO
Victoria'S Secret & Co.

Consumer Cyclical
105
+ 198.11%
$24.08 - $48.71 $2.53K - $5.11K
158 $6.55M
APP
App Lovin Corp

Technology
4
+ 20.0%
$130.67 - $401.5 $523 - $1.61K
24 $7.77M
XPRO
Expro Group Holdings N.V.

Energy
404
New
$11.05 - $17.83 $4.46K - $7.2K
404 $5.04M
CPRT
Copart Inc

Consumer Cyclical
31
+ 4.82%
$51.36 - $63.8 $1.59K - $1.98K
674 $38.7M
TXRH
Texas Roadhouse, Inc.

Consumer Cyclical
24
+ 14.29%
$174.04 - $205.27 $4.18K - $4.93K
192 $34.6M
RGP
Resources Connection, Inc.

Industrials
567
New
$7.96 - $9.47 $4.51K - $5.37K
567 $4.84M
AMP
Ameriprise Financial Inc

Financial Services
9
New
$473.15 - $574.01 $4.26K - $5.17K
9 $4.79M
BIO
Bio Rad Laboratories, Inc.

Healthcare
14
New
$313.15 - $374.28 $4.38K - $5.24K
14 $4.6M
IIIN
Insteel Industries Inc

Industrials
169
New
$26.8 - $30.95 $4.53K - $5.23K
169 $4.57M
AXP
American Express CO

Financial Services
6
+ 5.56%
$267.35 - $305.57 $1.6K - $1.83K
114 $33.9M
RELY
Remitly Global, Inc.

Technology
199
New
$12.69 - $23.07 $2.53K - $4.59K
199 $4.49M
TRIP
Trip Advisor, Inc.

Consumer Cyclical
268
+ 14.41%
$12.95 - $17.41 $3.47K - $4.67K
2.13K $31.4M
HAE
Haemonetics Corp

Healthcare
57
New
$71.16 - $93.38 $4.06K - $5.32K
57 $4.45M
GRNT
Granite Ridge Resources, Inc.
684
New
$5.65 - $6.78 $3.86K - $4.64K
684 $4.42M
COF
Capital One Financial Corp

Financial Services
7
+ 6.42%
$145.19 - $192.01 $1.02K - $1.34K
116 $20.7M
CCS
Century Communities, Inc.

Consumer Cyclical
59
New
$72.88 - $103.59 $4.3K - $6.11K
59 $4.33M
Dave Inc
3
+ 3.49%
N/A
89 $7.74M
HON
Honeywell International Inc

Industrials
7
+ 4.9%
$202.84 - $236.0 $1.42K - $1.65K
150 $33.8M
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
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