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
KKR
Kkr & Co. Inc.

Financial Services
8
New
$129.87 - $162.87 $1.04K - $1.3K
8 $1.26M
FAF
First American Financial Corp

Financial Services
20
New
$61.55 - $70.63 $1.23K - $1.41K
20 $1.25M
UPST
Upstart Holdings, Inc.

Financial Services
1
+ 1.82%
$37.78 - $84.46 $37.8 - $84.5
56 $3.45M
APD
Air Products & Chemicals, Inc.

Basic Materials
4
+ 57.14%
$285.5 - $335.62 $1.14K - $1.34K
11 $3.33M
SPG
Simon Property Group Inc

Real Estate
6
+ 7.59%
$167.23 - $183.84 $1K - $1.1K
85 $14.6M
USB
Us Bancorp \De\

Financial Services
19
+ 12.67%
$43.98 - $53.66 $836 - $1.02K
169 $8.09M
VFC
V F Corp

Consumer Cyclical
57
New
$16.7 - $22.59 $952 - $1.29K
57 $1.22M
SRE
Sempra Energy

Utilities
13
+ 68.42%
$80.81 - $94.77 $1.05K - $1.23K
32 $2.81M
CHTR
Charter Communications, Inc.

Communication Services
3
+ 100.0%
$315.38 - $408.02 $946 - $1.22K
6 $2.19M
RNGR
Ranger Energy Services, Inc.

Energy
78
New
$11.95 - $16.97 $932 - $1.32K
78 $1.21M
NLOK
Norton Life Lock Inc.

Technology
46
+ 3.86%
N/A
1.24K $33.9M
CCRN
Cross Country Healthcare Inc

Healthcare
66
New
$9.81 - $18.16 $647 - $1.2K
66 $1.2M
AVSD
American Centy ETF Tr Avantis

ETFs
34
+ 23.78%
$55.57 - $59.89 $1.89K - $2.04K
177 $9.86M
Forrester Resh Inc
76
New
N/A
76 $1.19M
ACM
Aecom

Industrials
1
+ 0.33%
$101.97 - $116.97 $102 - $117
305 $32.6M
SCHW
Schwab Charles Corp

Financial Services
16
New
$63.31 - $82.85 $1.01K - $1.33K
16 $1.18M
ATRC
Atri Cure, Inc.

Healthcare
37
+ 246.67%
$27.02 - $38.2 $1K - $1.41K
52 $1.59M
ANSS
Ansys Inc

Technology
3
+ 300.0%
$313.05 - $361.45 $939 - $1.08K
4 $1.48M
CLAR
Clarus Corp

Consumer Cyclical
256
New
$4.05 - $5.18 $1.04K - $1.33K
256 $1.16M
ACAD
Acadia Pharmaceuticals Inc

Healthcare
62
New
$14.29 - $18.76 $886 - $1.16K
62 $1.14M
Te Connectivity PLC
8
+ 80.0%
N/A
18 $2.64M
WRBY
Warby Parker Inc.

Healthcare
18
+ 20.69%
$15.04 - $25.72 $271 - $463
105 $2.54M
JCI
Johnson Controls International PLC

Industrials
14
+ 56.0%
$74.23 - $86.6 $1.04K - $1.21K
39 $3.06M
CASS
Cass Information Systems Inc

Industrials
27
New
$39.91 - $46.17 $1.08K - $1.25K
27 $1.11M
KELYA
Kelly Services Inc

Industrials
79
New
$12.84 - $22.25 $1.01K - $1.76K
79 $1.1M
OFLX
Omega Flex, Inc.

Industrials
26
New
$40.99 - $56.53 $1.07K - $1.47K
26 $1.09M
Amalgamated Financial Corp
32
New
N/A
32 $1.07M
AVDX
Avid Xchange Holdings, Inc.

Technology
37
+ 12.13%
$7.66 - $11.59 $283 - $429
342 $3.54M
DUK
Duke Energy Corp

Utilities
11
+ 64.71%
$105.76 - $120.76 $1.16K - $1.33K
28 $3.02M
MG
Mistras Group, Inc.

Industrials
117
New
$8.4 - $12.31 $983 - $1.44K
117 $1.06M
LOW
Lowes Companies Inc

Consumer Cyclical
6
+ 37.5%
$244.52 - $284.07 $1.47K - $1.7K
22 $5.39M
AJG
Arthur J. Gallagher & Co.

Financial Services
4
New
$278.49 - $315.16 $1.11K - $1.26K
4 $1.04M
EQIX
Equinix Inc

Real Estate
1
New
$865.69 - $985.0 $866 - $985
1 $1.04M
ICE
Intercontinental Exchange, Inc.

Financial Services
7
New
$148.29 - $166.93 $1.04K - $1.17K
7 $1.04M
AEP
American Electric Power CO Inc

Utilities
13
+ 92.86%
$90.91 - $102.21 $1.18K - $1.33K
27 $2.47M
UNP
Union Pacific Corp

Industrials
6
+ 30.0%
$223.15 - $249.32 $1.34K - $1.5K
26 $5.96M
SANA
Sana Biotechnology, Inc.

Healthcare
626
New
$1.6 - $4.36 $1K - $2.73K
626 $1.02M
PKE
Park Aerospace Corp

Industrials
69
New
$12.72 - $15.39 $878 - $1.06K
69 $1.01M
MERC
Mercer International Inc.

Basic Materials
155
New
$6.0 - $7.38 $930 - $1.14K
155 $1.01M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
1
+ 50.0%
$1146.59 - $1270.6 $1.15K - $1.27K
3 $3.31M
HES
Hess Corp

Energy
8
+ 47.06%
$127.66 - $148.65 $1.02K - $1.19K
25 $3.3M
IDXX
Idexx Laboratories Inc

Healthcare
3
+ 75.0%
$406.92 - $495.42 $1.22K - $1.49K
7 $3.01M
CERS
Cerus Corp

Healthcare
639
New
$1.52 - $2.03 $971 - $1.3K
639 $985K
ZION
Zions Bancorporation, National Association

Financial Services
18
New
$45.62 - $61.73 $821 - $1.11K
18 $977K
SBUX
Starbucks Corp

Consumer Cyclical
12
+ 50.0%
$87.44 - $102.5 $1.05K - $1.23K
36 $3.31M
SNBR
Sleep Number Corp

Consumer Cyclical
62
New
$11.67 - $20.41 $724 - $1.27K
62 $945K
PAYX
Paychex Inc

Industrials
6
+ 46.15%
$135.86 - $148.73 $815 - $892
19 $2.68M
SAIA
Saia Inc

Industrials
2
+ 200.0%
$411.44 - $569.08 $823 - $1.14K
3 $1.37M
SO
Southern CO

Utilities
14
+ 50.0%
$81.5 - $94.15 $1.14K - $1.32K
42 $3.46M
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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