True Wealth Design, LLC Credit Services

True Wealth Design, LLC

  • $341 Billion
  • Q4 2025

Stock List

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$77.2B
$264 Million 0.08% of portfolio
1,089
Q4 2025 Added 13.79%
$71.6B
$121 Million 0.04% of portfolio
2,077
Q4 2025 Added 296.37%
$32.9B
$90.8 Million 0.03% of portfolio
1,088
Q4 2025 Reduced 3.89%
$512B
$57.3 Million 0.02% of portfolio
100
Q4 2025 Reduced 21.88%
$533B
$34.4 Million 0.01% of portfolio
98
Q4 2025 Reduced 60.96%
$22.2B
$33.7 Million 0.01% of portfolio
1,286
Q4 2025 Reduced 1.15%
$4.02B
$24.8 Million 0.01% of portfolio
158
Q3 2025 Added 0.64%
$7.32B
$23.6 Million 0.01% of portfolio
349
Q4 2025 Added 63.08%
$255B
$16.4 Million 0.0% of portfolio
44
Q4 2025 Reduced 8.33%
$6.2B
$15.1 Million 0.0% of portfolio
516
Q4 2025 Added 45.35%
$6.91B
$10.3 Million 0.0% of portfolio
380
Q4 2025 Reduced 71.94%
$11.8B
$9.06 Million 0.0% of portfolio
200
Q4 2025 Added 36.05%
$7.49B
$6.85 Million 0.0% of portfolio
43
Q4 2025 Reduced 2.27%
$193M
$5.04 Million 0.0% of portfolio
3,250
Q4 2025 Reduced 12.85%
$588M
$4.66 Million 0.0% of portfolio
344
Q3 2025 Reduced 3.37%
$3.15B
$3.02 Million 0.0% of portfolio
69
Q4 2025 Reduced 15.85%
$3.09B
$2.07 Million 0.0% of portfolio
28
Q4 2025 Added 27.27%
$3.41B
$1.55 Million 0.0% of portfolio
166
Q4 2025 Added 4,050.0%
$1.81B
$1.52 Million 0.0% of portfolio
80
Q2 2025 Reduced 18.37%
$3.48B
$1.48 Million 0.0% of portfolio
77
Q4 2025 Added 50.98%
$636M
$1.47 Million 0.0% of portfolio
83
Q4 2025 Reduced 6.74%
$3.43B
$798,000 0.0% of portfolio
6
Q4 2025 Reduced 14.29%
$583M
$731,000 0.0% of portfolio
57
Q2 2025 Added 18.75%
$773M
$335,000 0.0% of portfolio
5
Q1 2025 New
$360M
$233,000 0.0% of portfolio
6
Q3 2025 Added 20.0%
$953M
$175,000 0.0% of portfolio
9
Q3 2025 Reduced 64.0%
$150M
$147,000 0.0% of portfolio
10
Q4 2025 New
$1.64B
$91,000 0.0% of portfolio
7
Q4 2025 Reduced 63.16%
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