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
CIEN
Ciena Corp

Technology
7
+ 175.0%
$53.5 - $83.89 $375 - $587
11 $895K
UMBF
Umb Financial Corp

Financial Services
6
+ 200.0%
$86.4 - $107.99 $518 - $648
9 $947K
CHK
Chesapeake Energy Corp

Energy
4
+ 12.9%
N/A
35 $4.09M
XPRO
Expro Group Holdings N.V.

Energy
74
New
$6.91 - $10.01 $511 - $741
74 $636K
EFX
Equifax Inc

Industrials
2
+ 28.57%
$205.5 - $280.54 $411 - $561
9 $2.34M
JJSF
J&J Snack Foods Corp

Consumer Defensive
6
+ 200.0%
$111.46 - $136.93 $669 - $822
9 $1.02M
SRDX
Surmodics Inc

Healthcare
21
New
$26.76 - $31.1 $562 - $653
21 $624K
ALEC
Alector, Inc.

Healthcare
378
+ 68.48%
$0.9 - $1.63 $340 - $616
930 $1.3M
DSP
Viant Technology Inc.

Technology
46
New
$11.98 - $16.04 $551 - $738
46 $609K
EQR
Equity Residential

Real Estate
9
New
$61.82 - $71.72 $556 - $645
9 $608K
LFUS
Littelfuse Inc

Technology
2
+ 40.0%
$149.72 - $227.31 $299 - $455
7 $1.59M
MTH
Meritage Homes Corp

Consumer Cyclical
9
New
$62.44 - $71.44 $562 - $643
9 $603K
ALL
Allstate Corp

Financial Services
4
+ 11.11%
$180.53 - $212.64 $722 - $851
40 $7.99M
VFC
V F Corp

Consumer Cyclical
54
+ 540.0%
$9.74 - $16.39 $526 - $885
64 $752K
MTDR
Matador Resources CO

Energy
14
+ 63.64%
$36.67 - $52.23 $513 - $731
36 $1.72M
United Homes Group Inc
204
New
N/A
204 $592K
FIBK
First Interstate Bancsystem Inc

Financial Services
20
+ 2000.0%
$23.86 - $29.01 $477 - $580
21 $606K
Viper Energy Inc
16
+ 320.0%
N/A
21 $801K
HLLY
Holley Inc.

Consumer Cyclical
302
+ 549.09%
$1.77 - $2.57 $535 - $776
357 $714K
Aeva Technologies Inc
11
+ 220.0%
N/A
16 $605K
IMMR
Immersion Corp

Technology
71
+ 208.82%
$6.63 - $7.98 $471 - $567
105 $828K
HOG
Harley Davidson, Inc.

Consumer Cyclical
26
+ 92.86%
$20.82 - $25.94 $541 - $674
54 $1.28M
PR
Permian Resources Corporation

Energy
42
+ 155.56%
$10.36 - $14.93 $435 - $627
69 $940K
Qxo Inc
18
+ 81.82%
N/A
40 $862K
AFCG
Afc Gamma, Inc.

Real Estate
130
+ 619.05%
$4.38 - $5.83 $569 - $758
151 $677K
Ferrovial Se
8
+ 53.33%
N/A
23 $1.23M
DOCU
Docusign, Inc.

Technology
10
+ 15.87%
$70.35 - $93.84 $704 - $938
73 $5.69M
Diebold Nixdorf Inc
10
New
N/A
10 $554K
AEM
Agnico Eagle Mines LTD

Basic Materials
2
+ 6.67%
$99.48 - $124.46 $199 - $249
32 $3.81M
OWL
Blue Owl Capital Inc.

Financial Services
29
+ 725.0%
$15.9 - $21.16 $461 - $614
33 $634K
IRWD
Ironwood Pharmaceuticals Inc

Healthcare
897
+ 741.32%
$0.57 - $1.44 $511 - $1.29K
1.02K $731K
NI
Nisource Inc.

Utilities
13
+ 11.3%
$37.11 - $40.64 $482 - $528
128 $5.16M
CHRW
C. H. Robinson Worldwide, Inc.

Industrials
7
+ 36.84%
$86.97 - $102.82 $609 - $720
26 $2.5M
FC
Franklin Covey CO

Industrials
27
+ 192.86%
$19.64 - $28.0 $530 - $756
41 $936K
THO
Thor Industries Inc

Consumer Cyclical
6
+ 600.0%
$64.83 - $89.72 $389 - $538
7 $622K
MGPI
Mgp Ingredients Inc

Consumer Defensive
18
+ 225.0%
$26.51 - $33.56 $477 - $604
26 $780K
Thomson Reuters Corp
2
+ 40.0%
N/A
7 $1.41M
Rb Global Inc
4
+ 21.05%
N/A
23 $2.44M
Marketwise Inc
27
New
N/A
27 $535K
WEST
Westrock Coffee Holdings, LLC
93
New
$5.51 - $7.84 $512 - $729
93 $533K
LAW
Cs Disco, Inc.

Technology
117
+ 162.5%
$3.41 - $4.45 $399 - $521
189 $826K
KW
Kennedy Wilson Holdings, Inc.

Real Estate
78
New
$6.07 - $8.61 $473 - $672
78 $531K
XPO
Xpo Logistics, Inc.

Industrials
3
+ 37.5%
$91.46 - $128.1 $274 - $384
11 $1.39M
LAND
Gladstone Land Corp

Real Estate
53
+ 147.22%
$8.95 - $10.51 $474 - $557
89 $906K
ODP
Odp Corp

Consumer Cyclical
29
New
$12.08 - $19.08 $350 - $553
29 $526K
Rigel Pharmaceuticals Inc
28
New
N/A
28 $525K
HUMA
Humacyte, Inc.

Healthcare
249
+ 2490.0%
$1.15 - $2.77 $286 - $690
259 $542K
NWS
News Corp New Cl B Com Stk (De

Communication Services
1
+ 0.81%
$27.41 - $34.31 $27.4 - $34.3
125 $4.29M
VMEO
Vimeo, Inc.

Technology
254
+ 61.5%
$3.89 - $5.27 $988 - $1.34K
667 $2.7M
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
Track This Portfolio

Track True Wealth Design, LLC Portfolio

Follow True Wealth Design, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of True Wealth Design, LLC, based on Form 13F filings with the SEC.

News

Stay updated on True Wealth Design, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email