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
KIM
Kimco Realty Corp

Real Estate
38
New
$18.7 - $21.69 $711 - $824
38 $799K
HSY
Hershey CO

Consumer Defensive
7
+ 9.72%
$151.29 - $173.13 $1.06K - $1.21K
79 $13.1M
ACM
Aecom

Industrials
4
+ 23.53%
$87.19 - $113.06 $349 - $452
21 $2.37M
GLOB
Globant S.A.

Technology
9
+ 900.0%
$87.63 - $140.36 $789 - $1.26K
10 $909K
SHO
Sunstone Hotel Investors, Inc.

Real Estate
91
+ 2275.0%
N/A
95 $825K
DNLI
Denali Therapeutics Inc.

Healthcare
56
New
$11.47 - $16.65 $642 - $932
56 $784K
TPB
Turning Point Brands, Inc.

Consumer Defensive
9
+ 150.0%
$54.53 - $81.0 $491 - $729
15 $1.14M
SMBC
Southern Missouri Bancorp, Inc.

Financial Services
14
+ 466.67%
$47.3 - $55.4 $662 - $776
17 $932K
ZETA
Zeta Global Holdings Corp.

Technology
50
New
$11.02 - $16.81 $551 - $840
50 $775K
PEAK
Healthpeak Properties, Inc.

Real Estate
48
+ 184.62%
N/A
74 $1.29M
TOST
Toast, Inc.

Technology
9
+ 27.27%
$30.03 - $45.23 $270 - $407
42 $1.86M
BBCP
Concrete Pumping Holdings, Inc.

Industrials
122
+ 642.11%
$5.21 - $7.3 $636 - $891
141 $868K
LAD
Lithia Motors Inc

Consumer Cyclical
2
+ 100.0%
$271.94 - $339.35 $544 - $679
4 $1.35M
INGN
Inogen Inc

Healthcare
107
+ 891.67%
$5.75 - $7.32 $615 - $783
119 $837K
Super Micro Computer Inc
12
+ 109.09%
N/A
23 $1.13M
MOFG
Mid West One Financial Group, Inc.

Financial Services
26
New
$25.39 - $29.92 $660 - $778
26 $749K
MDLZ
Mondelez International, Inc.

Consumer Defensive
12
+ 7.64%
$63.54 - $68.5 $762 - $822
169 $11.4M
Xperi Inc
94
New
N/A
94 $744K
PHAT
Phathom Pharmaceuticals, Inc.

Healthcare
72
+ 450.0%
$2.29 - $10.9 $165 - $785
88 $844K
STWD
Starwood Property Trust, Inc.

Real Estate
37
New
$17.28 - $20.41 $639 - $755
37 $743K
JBSS
Sanfilippo John B & Son Inc

Consumer Defensive
13
+ 118.18%
$58.92 - $70.55 $766 - $917
24 $1.52M
FIGS
Figs, Inc.

Consumer Cyclical
129
+ 1612.5%
$3.62 - $5.89 $467 - $760
137 $773K
Labcorp Holdings Inc
2
+ 28.57%
N/A
9 $2.36M
AEP
American Electric Power CO Inc

Utilities
10
+ 17.86%
$98.59 - $109.11 $986 - $1.09K
66 $6.82M
Canadian Pacific Kansas City
6
+ 22.22%
N/A
33 $2.62M
CMCL
Caledonia Mining Corp PLC

Basic Materials
1
+ 0.98%
$11.31 - $19.98 $11.3 - $20
103 $1.99M
SMTC
Semtech Corp

Technology
10
+ 41.67%
$24.34 - $45.62 $243 - $456
34 $1.54M
VOYA
Voya Financial, Inc.

Financial Services
9
+ 42.86%
$54.27 - $71.0 $488 - $639
30 $2.13M
FLO
Flowers Foods Inc

Consumer Defensive
53
+ 112.77%
$15.86 - $19.21 $841 - $1.02K
100 $1.6M
JAZZ
Jazz Pharmaceuticals PLC

Healthcare
8
+ 100.0%
$97.78 - $126.44 $782 - $1.01K
16 $1.7M
RJF
Raymond James Financial Inc

Financial Services
4
+ 80.0%
$123.65 - $153.88 $495 - $616
9 $1.38M
PK
Park Hotels & Resorts Inc.

Real Estate
187
+ 6.83%
$8.85 - $11.18 $1.65K - $2.09K
2.92K $29.9M
STE
Steris PLC

Healthcare
2
+ 13.33%
$208.55 - $252.55 $417 - $505
17 $4.08M
DGX
Quest Diagnostics Inc

Healthcare
2
+ 6.45%
N/A
33 $5.93M
ADM
Archer Daniels Midland CO

Consumer Defensive
12
+ 120.0%
$41.79 - $54.16 $501 - $650
22 $1.15M
YELP
Yelp Inc

Communication Services
21
+ 140.0%
$32.56 - $40.93 $684 - $860
36 $1.23M
HQY
Healthequity, Inc.

Healthcare
6
+ 200.0%
$76.77 - $113.06 $461 - $678
9 $943K
ANSS
Ansys Inc

Technology
1
+ 11.11%
$284.19 - $351.22 $284 - $351
10 $3.64M
RPD
Rapid7, Inc.

Technology
31
+ 258.33%
$21.9 - $27.44 $679 - $851
43 $995K
PLTK
Playtika Holding Corp.

Communication Services
143
+ 7150.0%
$4.51 - $5.44 $645 - $778
145 $686K
AMH
American Homes 4 Rent

Real Estate
27
+ 15.7%
$32.8 - $39.31 $886 - $1.06K
199 $7.18M
CZR
Caesars Entertainment, Inc.

Consumer Cyclical
23
+ 460.0%
$23.18 - $30.7 $533 - $706
28 $795K
ACRE
Ares Commercial Real Estate Corp

Real Estate
138
+ 179.22%
$3.5 - $5.07 $483 - $700
215 $1.03M
BBW
Build A Bear Workshop Inc

Consumer Cyclical
6
+ 24.0%
$33.46 - $53.52 $201 - $321
31 $1.6M
RBBN
Ribbon Communications Inc.

Communication Services
166
+ 503.03%
$3.05 - $4.05 $506 - $672
199 $798K
PFS
Provident Financial Services Inc

Financial Services
38
New
$14.69 - $17.98 $558 - $683
38 $667K
FRT
Federal Realty Investment Trust

Real Estate
7
New
$83.56 - $99.08 $585 - $694
7 $665K
KFY
Korn Ferry

Industrials
9
New
$59.48 - $74.54 $535 - $671
9 $660K
HRTX
Heron Therapeutics, Inc.

Healthcare
319
+ 2900.0%
$1.72 - $2.42 $549 - $772
330 $684K
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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