True Wealth Design, LLC REIT—Mortgage

True Wealth Design, LLC

  • $327 Billion
  • Q3 2025

Stock List

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$605M
$12 Million 0.0% of portfolio
980
Q2 2025 Added 3,669.23%
$5.08B
$10.8 Million 0.0% of portfolio
949
Q3 2025 Added 3,063.33%
$945M
$6.95 Million 0.0% of portfolio
756
Q3 2025 New
$251M
$4.63 Million 0.0% of portfolio
612
Q3 2025 New
$824M
$1.88 Million 0.0% of portfolio
145
Q3 2025 Added 625.0%
$1.39B
$1.86 Million 0.0% of portfolio
184
Q3 2025 New
$574M
$1.86 Million 0.0% of portfolio
207
Q3 2025 Added 1,492.31%
$584M
$1.47 Million 0.0% of portfolio
254
Q3 2025 Added 13.39%
$268M
$1.25 Million 0.0% of portfolio
276
Q3 2025 Added 28.37%
$5.51B
$717,000 0.0% of portfolio
37
Q2 2025 New
$5.6B
$559,000 0.0% of portfolio
57
Q2 2025 Added 2,750.0%
$1.36B
$306,000 0.0% of portfolio
28
Q3 2025 New
$1.12B
$209,000 0.0% of portfolio
17
Q3 2025 New
$224M
$205,000 0.0% of portfolio
16
Q3 2025 Added 23.08%
$173M
$145,000 0.0% of portfolio
20
Q3 2025 Added 300.0%
$222M
$122,000 0.0% of portfolio
13
Q3 2025 Added 44.44%
$66.6M
$94,000 0.0% of portfolio
37
Q3 2025 New
$208M
$71,000 0.0% of portfolio
5
Q3 2025 Added 66.67%
$129M
$42,000 0.0% of portfolio
4
Q3 2025 New
$838M
$33,000 0.0% of portfolio
3
Q3 2025 Reduced 93.62%
$77.8M
$7,000 0.0% of portfolio
3
Q3 2025 New
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