True Wealth Design, LLC Incresed Positions in Q3 2024

True Wealth Design, LLC

  • $256 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
19
+ 118.75%
$31.95 - $38.02 $607 - $722
35 $1.31M
K
Kellogg CO

Consumer Defensive
2
+ 9.09%
$56.19 - $80.81 $112 - $162
24 $1.94M
ARGX
Argenx Se

Healthcare
1
+ 100.0%
$434.22 - $551.9 $434 - $552
2 $1.09M
OKE
Oneok Inc

Energy
5
+ 27.78%
$78.62 - $95.27 $393 - $476
23 $2.1M
AXON
Axon Enterprise, Inc.

Industrials
1
+ 50.0%
$286.16 - $399.6 $286 - $400
3 $1.2M
WAT
Waters Corp

Healthcare
1
+ 33.33%
$282.7 - $359.89 $283 - $360
4 $1.44M
LEN
Lennar Corp

Consumer Cyclical
1
+ 10.0%
$142.5 - $192.45 $143 - $192
11 $2.06M
LYV
Live Nation Entertainment, Inc.

Communication Services
4
+ 50.0%
$88.06 - $109.5 $352 - $438
12 $1.31M
NEM
Newmont Corp

Basic Materials
6
+ 30.0%
$41.65 - $55.85 $250 - $335
26 $1.39M
JCI
Johnson Controls International PLC

Industrials
4
+ 19.05%
$65.52 - $77.61 $262 - $310
25 $1.94M
ODFL
Old Dominion Freight Line, Inc.

Industrials
2
+ 33.33%
$178.41 - $210.18 $357 - $420
8 $1.59M
AEE
Ameren Corp

Utilities
5
+ 100.0%
$70.45 - $87.46 $352 - $437
10 $875K
FAST
Fastenal CO

Industrials
4
+ 18.18%
$62.09 - $71.83 $248 - $287
26 $1.86M
BSY
Bentley Systems Inc

Technology
9
+ 225.0%
$44.79 - $51.95 $403 - $468
13 $661K
BLD
Top Build Corp

Industrials
1
+ 50.0%
$360.4 - $479.09 $360 - $479
3 $1.22M
A
Agilent Technologies, Inc.

Healthcare
2
+ 25.0%
$125.42 - $148.48 $251 - $297
10 $1.49M
IQV
Iqvia Holdings Inc.

Healthcare
1
+ 12.5%
$206.81 - $251.55 $207 - $252
9 $2.13M
TECK
Teck Resources LTD

Basic Materials
6
+ 28.57%
$43.48 - $53.4 $261 - $320
27 $1.41M
GIS
General Mills Inc

Consumer Defensive
2
+ 8.33%
$62.5 - $75.15 $125 - $150
26 $1.92M
CPB
Campbell Soup CO

Consumer Defensive
7
+ 46.67%
$45.01 - $51.89 $315 - $363
22 $1.08M
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
1
+ 50.0%
$320.55 - $412.94 $321 - $413
3 $1.17M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
1
+ 8.33%
$138.85 - $182.81 $139 - $183
13 $2.31M
TRGP
Targa Resources Corp.

Energy
1
+ 8.33%
$127.86 - $156.46 $128 - $156
13 $1.93M
CHTR
Charter Communications, Inc.

Communication Services
1
+ 50.0%
$290.56 - $383.07 $291 - $383
3 $973K
CASY
Caseys General Stores Inc

Consumer Cyclical
1
+ 50.0%
$354.52 - $391.16 $355 - $391
3 $1.13M
INCY
Incyte Corp

Healthcare
5
+ 100.0%
$57.33 - $68.61 $287 - $343
10 $661K
PTC
Ptc Inc.

Technology
2
+ 40.0%
$164.85 - $187.32 $330 - $375
7 $1.27M
PEG
Public Service Enterprise Group Inc

Utilities
1
+ 5.88%
$73.58 - $89.21 $73.6 - $89.2
18 $1.61M
NRG
Nrg Energy, Inc.

Utilities
1
+ 5.26%
$68.89 - $91.22 $68.9 - $91.2
20 $1.82M
FLEX
Flex Ltd.

Technology
6
+ 17.14%
$28.1 - $34.0 $169 - $204
41 $1.37M
STE
Steris PLC

Healthcare
1
+ 25.0%
$213.51 - $247.14 $214 - $247
5 $1.21M
AZPN
Aspen Technology, Inc.

Technology
1
+ 50.0%
$172.9 - $239.26 $173 - $239
3 $717K
AZN
Astrazeneca PLC

Healthcare
4
+ 4.0%
$76.67 - $87.62 $307 - $350
104 $8.1M
KT
Kt Corp

Communication Services
6
+ 4.92%
$13.14 - $15.8 $78.8 - $94.8
128 $1.97M
CHRW
C. H. Robinson Worldwide, Inc.

Industrials
1
+ 12.5%
$85.44 - $110.36 $85.4 - $110
9 $994K
CMS
Cms Energy Corp

Utilities
2
+ 15.38%
$58.7 - $70.62 $117 - $141
15 $1.06M
CAG
Conagra Brands Inc.

Consumer Defensive
6
+ 27.27%
$28.13 - $32.83 $169 - $197
28 $911K
AVTR
Avantor, Inc.

Basic Materials
4
+ 10.53%
$20.58 - $27.7 $82.3 - $111
42 $1.09M
CE
Celanese Corp

Basic Materials
2
+ 28.57%
$119.16 - $147.51 $238 - $295
9 $1.22M
RPM
Rpm International Inc

Basic Materials
1
+ 9.09%
$103.91 - $125.03 $104 - $125
12 $1.45M
ASR
Southeast Airport Group

Industrials
1
+ 100.0%
$258.1 - $317.47 $258 - $317
2 $566K
LNT
Alliant Energy Corp

Utilities
2
+ 14.29%
$50.74 - $60.74 $101 - $121
16 $972K
PPL
Ppl Corp

Utilities
4
+ 17.39%
$27.36 - $33.08 $109 - $132
27 $894K
ETR
Entergy Corp

Utilities
1
+ 20.0%
$104.75 - $131.61 $105 - $132
6 $790K
ENPH
Enphase Energy, Inc.

Technology
2
+ 100.0%
$95.77 - $123.65 $192 - $247
4 $453K
RELX
Relx PLC

Communication Services
5
+ 50.0%
$44.1 - $48.86 $221 - $244
15 $712K
EXC
Exelon Corp

Utilities
3
+ 13.64%
$34.24 - $40.55 $103 - $122
25 $1.01M
FOX
Fox Corp Cl B (De)

Communication Services
4
+ 28.57%
$31.8 - $38.86 $127 - $155
18 $699K
AOS
Smith A O Corp

Industrials
2
+ 25.0%
$76.95 - $91.98 $154 - $184
10 $899K
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
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