True Wealth Design, LLC Purchases in Q2 2025

True Wealth Design, LLC

  • $284 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
HOFT
Hooker Furnishings Corp

Consumer Cyclical
93
+ 357.69%
$7.57 - $12.07 $704 - $1.12K
119 $1.26M
ACLS
Axcelis Technologies Inc

Technology
10
+ 66.67%
$42.42 - $70.92 $424 - $709
25 $1.74M
CRBU
Caribou Biosciences, Inc.

Healthcare
788
+ 26266.67%
$0.73 - $1.42 $575 - $1.12K
791 $997K
BUR
Burford Capital LTD

Financial Services
69
New
$10.91 - $14.43 $753 - $996
69 $984K
XHR
Xenia Hotels & Resorts, Inc.

Real Estate
78
+ 3900.0%
$9.22 - $12.79 $719 - $998
80 $1.01M
CRL
Charles River Laboratories International, Inc.

Healthcare
6
+ 10.91%
$99.75 - $151.89 $599 - $911
61 $9.26M
NVCR
Novo Cure LTD

Healthcare
55
+ 14.59%
$15.37 - $19.4 $845 - $1.07K
432 $7.69M
LEA
Lear Corp

Consumer Cyclical
10
+ 333.33%
$75.18 - $95.54 $752 - $955
13 $1.24M
CBOE
Cboe Global Markets, Inc.

Financial Services
3
+ 7.69%
$205.81 - $234.23 $617 - $703
42 $9.8M
O
Realty Income Corp

Real Estate
17
+ 54.84%
$52.27 - $58.52 $889 - $995
48 $2.77M
GPRE
Green Plains Inc.

Basic Materials
158
New
$3.3 - $6.03 $521 - $953
158 $953K
BCPC
Balchem Corp

Basic Materials
6
+ 600.0%
$150.5 - $170.45 $903 - $1.02K
7 $1.12M
BDTX
Black Diamond Therapeutics, Inc.

Healthcare
371
+ 1374.07%
$1.25 - $2.59 $464 - $961
398 $988K
HIG
Hartford Financial Services Group, Inc.

Financial Services
7
+ 41.18%
$109.83 - $131.67 $769 - $922
24 $3.05M
CARE
Carter Bankshares, Inc.

Financial Services
54
New
$13.86 - $17.55 $748 - $948
54 $937K
ATR
Aptargroup, Inc.

Healthcare
5
+ 26.32%
$133.66 - $158.53 $668 - $793
24 $3.76M
BEN
Franklin Resources Inc

Financial Services
28
+ 48.28%
$16.66 - $23.85 $466 - $668
86 $2.05M
DVAX
Dynavax Technologies Corp

Healthcare
94
New
$9.4 - $12.87 $884 - $1.21K
94 $933K
ECVT
Ecovyst Inc.

Basic Materials
101
+ 214.89%
$5.33 - $8.58 $538 - $867
148 $1.22M
RKT
Rocket Companies, Inc.

Financial Services
65
+ 3250.0%
$11.11 - $15.4 $722 - $1K
67 $951K
PLNT
Planet Fitness, Inc.

Consumer Cyclical
8
+ 200.0%
$90.58 - $109.05 $725 - $872
12 $1.31M
IP
International Paper CO

Consumer Cyclical
24
+ 72.73%
$43.89 - $54.46 $1.05K - $1.31K
57 $2.67M
WFRD
Weatherford International PLC

Energy
18
New
$39.17 - $54.26 $705 - $977
18 $906K
GDDY
Go Daddy Inc.

Technology
5
+ 26.32%
$162.11 - $192.36 $811 - $962
24 $4.27M
SRE
Sempra Energy

Utilities
10
+ 31.25%
$63.78 - $78.91 $638 - $789
42 $3.18M
LRMR
Larimar Therapeutics, Inc.

Healthcare
226
+ 72.9%
$1.71 - $3.25 $386 - $735
536 $1.55M
PII
Polaris Inc.

Consumer Cyclical
22
+ 39.29%
$31.97 - $42.61 $703 - $937
78 $3.17M
MLI
Mueller Industries Inc

Industrials
11
+ 1100.0%
$68.45 - $79.6 $753 - $876
12 $954K
ITRI
Itron, Inc.

Technology
5
+ 62.5%
$92.04 - $132.78 $460 - $664
13 $1.71M
TW
Tradeweb Markets Inc.

Financial Services
6
+ 150.0%
$125.37 - $149.02 $752 - $894
10 $1.46M
AKAM
Akamai Technologies Inc

Technology
11
+ 73.33%
N/A
26 $2.07M
Metsera Inc
30
New
N/A
30 $854K
ONL
Orion Office Reit Inc.

Real Estate
401
+ 818.37%
$1.52 - $2.43 $610 - $974
450 $959K
WY
Weyerhaeuser CO

Real Estate
33
New
$24.69 - $29.48 $815 - $973
33 $848K
XPOF
Xponential Fitness, Inc.

Consumer Cyclical
113
New
$7.11 - $9.83 $803 - $1.11K
113 $847K
SMBK
Smartfinancial Inc.

Financial Services
25
New
$27.11 - $33.78 $678 - $845
25 $845K
Klaviyo Inc
25
+ 2500.0%
N/A
26 $874K
NEE
Nextera Energy Inc

Utilities
25
+ 4.08%
$64.11 - $75.0 $1.6K - $1.88K
637 $44.2M
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
5
+ 500.0%
$144.63 - $179.53 $723 - $898
6 $988K
BR
Broadridge Financial Solutions, Inc.

Technology
3
+ 1.68%
$217.22 - $246.25 $652 - $739
182 $44.2M
ARKO
Arko Corp.

Consumer Cyclical
189
+ 205.43%
$3.65 - $5.29 $690 - $1K
281 $1.19M
RRX
Regal Rexnord Corp

Industrials
5
+ 166.67%
$94.06 - $147.0 $470 - $735
8 $1.16M
DGII
Digi International Inc

Technology
22
+ 314.29%
$23.13 - $34.92 $509 - $768
29 $1.01M
NEU
Newmarket Corp

Basic Materials
1
+ 100.0%
$519.95 - $690.86 $520 - $691
2 $1.38M
SES
Ses Ai Corp

Consumer Cyclical
148
+ 7.96%
$0.51 - $1.05 $75.5 - $155
2.01K $1.78M
Annaly Capital Management In
43
New
N/A
43 $810K
CAH
Cardinal Health Inc

Healthcare
1
+ 4.76%
$125.0 - $168.0 $125 - $168
22 $3.7M
Birkenstock Holding PLC
15
+ 78.95%
N/A
34 $1.67M
BLMN
Bloomin' Brands, Inc.

Consumer Cyclical
83
+ 140.68%
$6.26 - $9.51 $520 - $789
142 $1.22M
Activity Summary
Buys All Purchases 1446 New Holdings 238 Increased Positions 1208 Sells All Sells 780 Reductions 778 Sold out 2 Options Calls 0 Puts 0
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