True Wealth Design, LLC Purchases in Q3 2025

True Wealth Design, LLC

  • $327 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
DINO
Hf Sinclair Corp

Energy
30
+ 10.56%
$42.11 - $54.01 $1.26K - $1.62K
314 $16.4M
GMED
Globus Medical Inc

Healthcare
83
New
$51.89 - $62.79 $4.31K - $5.21K
83 $4.75M
CTRA
Coterra Energy Inc.

Energy
292
+ 23.23%
$23.09 - $25.45 $6.74K - $7.43K
1.55K $36.6M
CNQ
Canadian Natural Resources LTD

Energy
146
+ 131.53%
$29.31 - $32.93 $4.28K - $4.81K
257 $8.21M
FNV
Franco Nevada Corp

Basic Materials
19
+ 237.5%
$154.4 - $222.91 $2.93K - $4.24K
27 $6.02M
TRP
Tc Energy Corp

Energy
82
+ 190.7%
$46.58 - $54.41 $3.82K - $4.46K
125 $6.8M
BEN
Franklin Resources Inc

Financial Services
206
+ 239.53%
$23.13 - $26.03 $4.76K - $5.36K
292 $6.75M
MTX
Minerals Technologies Inc

Basic Materials
71
+ 191.89%
$56.48 - $65.45 $4.01K - $4.65K
108 $6.71M
VRTS
Virtus Investment Partners, Inc.

Financial Services
23
+ 76.67%
$187.14 - $213.98 $4.3K - $4.92K
53 $10.1M
IVR
Invesco Mortgage Capital Inc.

Real Estate
612
New
$7.23 - $8.07 $4.42K - $4.94K
612 $4.63M
JEF
Jefferies Financial Group Inc.

Financial Services
57
+ 70.37%
$54.67 - $70.36 $3.12K - $4.01K
138 $9.03M
CMC
Commercial Metals CO

Basic Materials
12
+ 2.58%
$50.28 - $59.79 $603 - $717
477 $27.3M
PSO
Pearson PLC

Communication Services
323
+ 1041.94%
$13.86 - $15.1 $4.48K - $4.88K
354 $5.01M
FOR
Forestar Group Inc.

Real Estate
6
+ 0.9%
$20.87 - $28.72 $125 - $172
671 $17.8M
ALB
Albemarle Corp

Basic Materials
56
New
$62.9 - $88.1 $3.52K - $4.93K
56 $4.57M
AXON
Axon Enterprise, Inc.

Industrials
8
+ 72.73%
$698.02 - $870.97 $5.58K - $6.97K
19 $13.6M
INFY
Infosys LTD

Technology
276
New
$15.98 - $18.96 $4.41K - $5.23K
276 $4.49M
Canadian Pacific Kansas City
62
+ 187.88%
N/A
95 $7.08M
WFC
Wells Fargo & Company

Financial Services
30
+ 5.78%
$77.05 - $85.16 $2.31K - $2.55K
549 $46M
NVCR
Novo Cure LTD

Healthcare
506
+ 117.13%
$10.9 - $18.46 $5.52K - $9.34K
938 $12.1M
NWE
Northwestern Corp

Utilities
76
New
$51.58 - $58.61 $3.92K - $4.45K
76 $4.43M
HLN
Haleon PLC

Healthcare
510
+ 451.33%
$8.72 - $10.35 $4.45K - $5.28K
623 $5.59M
CRC
California Resources Corp

Energy
33
+ 9.32%
$46.11 - $57.82 $1.52K - $1.91K
387 $20.6M
AXSM
Axsome Therapeutics, Inc.

Healthcare
30
+ 66.67%
$100.39 - $129.29 $3.01K - $3.88K
75 $9.11M
ATR
Aptargroup, Inc.

Healthcare
37
+ 154.17%
$130.82 - $161.82 $4.84K - $5.99K
61 $8.15M
VZ
Verizon Communications Inc

Communication Services
92
+ 18.07%
$40.84 - $45.06 $3.76K - $4.15K
601 $26.4M
STLA
Stellantis N.V.

Consumer Cyclical
472
+ 813.79%
$8.74 - $10.37 $4.13K - $4.89K
530 $4.95M
INTU
Intuit Inc

Technology
12
+ 32.43%
$646.03 - $807.39 $7.75K - $9.69K
49 $33.2M
YUM
Yum Brands Inc

Consumer Cyclical
25
+ 17.24%
$139.5 - $153.94 $3.49K - $3.85K
170 $25.8M
VFC
V F Corp

Consumer Cyclical
285
+ 445.31%
$11.66 - $15.56 $3.32K - $4.43K
349 $5.04M
MATV
Schweitzer Mauduit International Inc

Basic Materials
68
+ 8.71%
$6.26 - $12.74 $426 - $866
849 $9.6M
DLTR
Dollar Tree, Inc.

Consumer Defensive
64
+ 16.93%
$94.03 - $117.16 $6.02K - $7.5K
442 $41.7M
FMS
Fresenius Medical Care Ag & Co. K Ga A

Healthcare
165
+ 471.43%
$23.52 - $28.77 $3.88K - $4.75K
200 $5.27M
ARGX
Argenx Se

Healthcare
5
+ 166.67%
$538.64 - $768.0 $2.69K - $3.84K
8 $5.9M
CASY
Caseys General Stores Inc

Consumer Cyclical
7
+ 140.0%
$494.52 - $565.32 $3.46K - $3.96K
12 $6.78M
Paysafe Limited
327
+ 8175.0%
N/A
331 $4.28M
RDY
Dr Reddys Laboratories LTD

Healthcare
302
New
$13.33 - $15.08 $4.03K - $4.55K
302 $4.22M
AXL
American Axle & Manufacturing Holdings Inc

Consumer Cyclical
380
+ 38.54%
$4.25 - $6.31 $1.62K - $2.4K
1.37K $8.21M
VC
Visteon Corp

Consumer Cyclical
2
+ 1.36%
$98.77 - $128.76 $198 - $258
149 $17.9M
WABC
Westamerica Bancorporation

Financial Services
80
+ 94.12%
$47.32 - $51.89 $3.79K - $4.15K
165 $8.25M
SAFT
Safety Insurance Group Inc

Financial Services
59
+ 842.86%
$69.3 - $79.05 $4.09K - $4.66K
66 $4.67M
MXL
Maxlinear Inc

Technology
106
+ 8.28%
$14.2 - $17.31 $1.51K - $1.83K
1.39K $22.3M
BY
Byline Bancorp, Inc.

Financial Services
147
+ 816.67%
$25.49 - $29.44 $3.75K - $4.33K
165 $4.58M
Penguin Solutions Inc
155
New
N/A
155 $4.07M
AAL
American Airlines Group Inc.

Industrials
359
+ 4487.5%
N/A
367 $4.13M
MRVL
Marvell Technology, Inc.

Technology
3
+ 0.53%
$62.31 - $84.07 $187 - $252
569 $47.8M
PLNT
Planet Fitness, Inc.

Consumer Cyclical
39
+ 325.0%
$98.64 - $113.55 $3.85K - $4.43K
51 $5.29M
VOD
Vodafone Group Public LTD CO

Communication Services
340
+ 1360.0%
$10.67 - $12.06 $3.63K - $4.1K
365 $4.23M
SYNA
Synaptics Inc

Technology
58
New
$59.7 - $74.35 $3.46K - $4.31K
58 $3.96M
Activity Summary
Buys All Purchases 1682 New Holdings 361 Increased Positions 1321 Sells All Sells 447 Reductions 447 Sold out 0 Options Calls 0 Puts 0
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