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
THRM
Gentherm Inc

Consumer Cyclical
18
+ 257.14%
$23.32 - $28.7 $420 - $517
25 $708K
PFGC
Performance Food Group CO

Consumer Defensive
5
+ 55.56%
$71.62 - $89.56 $358 - $448
14 $1.23M
SPXC
Spx Corp

Industrials
1
+ 11.11%
$120.66 - $167.68 $121 - $168
10 $1.68M
MRNA
Moderna, Inc.

Healthcare
20
+ 43.48%
$23.65 - $28.54 $473 - $571
66 $1.82M
Lanzatech Global Inc
1.9K
+ 5742.42%
N/A
1.93K $523K
SBSW
Sibanye Stillwater LTD

Basic Materials
17
+ 11.49%
$3.22 - $7.55 $54.7 - $128
165 $1.19M
AGNC
Agnc Investment Corp.

Real Estate
55
+ 2750.0%
$8.12 - $9.49 $447 - $522
57 $524K
NEWT
Newtek Business Services Corp.

Financial Services
46
+ 200.0%
$9.54 - $12.17 $439 - $560
69 $779K
INFU
Infu System Holdings, Inc

Healthcare
78
+ 458.82%
$4.7 - $6.51 $367 - $508
95 $593K
Anglogold Ashanti PLC
2
+ 4.17%
N/A
50 $2.28M
COMM
Comm Scope Holding Company, Inc.

Technology
59
+ 2950.0%
$3.02 - $8.28 $178 - $489
61 $506K
Contineum Therapeutics Inc
124
New
N/A
124 $493K
ROST
Ross Stores, Inc.

Consumer Cyclical
4
+ 4.08%
$126.62 - $154.26 $506 - $617
102 $13M
PAYC
Paycom Software, Inc.

Technology
2
+ 100.0%
$193.07 - $265.71 $386 - $531
4 $926K
KODK
Eastman Kodak CO

Industrials
86
New
$5.3 - $6.7 $456 - $576
86 $486K
OTIS
Otis Worldwide Corp

Industrials
9
+ 9.28%
$90.88 - $104.3 $818 - $939
106 $10.5M
IEX
Idex Corp

Industrials
3
+ 37.5%
$160.66 - $191.29 $482 - $574
11 $1.93M
ARHS
Arhaus, Inc.

Consumer Cyclical
55
+ 250.0%
$7.06 - $8.98 $388 - $494
77 $668K
JBT
John Bean Technologies Corp

Industrials
4
+ 133.33%
N/A
7 $842K
Rapport Therapeutics Inc
41
+ 1366.67%
N/A
44 $501K
BTMD
Biote Corp.

Healthcare
111
+ 411.11%
$3.25 - $4.28 $361 - $475
138 $555K
AAOI
Applied Optoelectronics, Inc.

Technology
18
New
$10.05 - $27.77 $181 - $500
18 $463K
NX
Quanex Building Products Corp

Industrials
24
+ 96.0%
$15.5 - $20.19 $372 - $485
49 $927K
Ftai Aviation LTD
4
New
N/A
4 $461K
Outfront Media Inc
28
New
N/A
28 $457K
Alto Neuroscience Inc
207
New
N/A
207 $456K
America Movil Sab De Cv
13
+ 22.03%
N/A
72 $1.29M
BCBP
Bcb Bancorp Inc

Financial Services
55
+ 687.5%
$7.7 - $9.91 $424 - $545
63 $531K
OTEX
Open Text Corp

Technology
14
+ 127.27%
$23.04 - $29.2 $323 - $409
25 $730K
CAR
Avis Budget Group, Inc.

Industrials
1
+ 33.33%
$62.86 - $179.3 $62.9 - $179
4 $677K
NXDT
Nexpoint Diversified Real Estate Trust

Financial Services
105
+ 583.33%
$3.37 - $4.33 $354 - $455
123 $516K
SNAP
Snap Inc

Communication Services
51
+ 55.43%
$7.23 - $9.21 $369 - $470
143 $1.24M
UBSI
United Bankshares Inc

Financial Services
12
+ 600.0%
$31.5 - $37.32 $378 - $448
14 $511K
NGG
National Grid PLC

Utilities
2
+ 6.06%
$62.74 - $74.79 $125 - $150
35 $2.61M
RDN
Radian Group Inc

Financial Services
9
+ 23.08%
$30.48 - $36.53 $274 - $329
48 $1.73M
ZYXI
Zynex Inc

Healthcare
167
+ 795.24%
$1.66 - $2.61 $277 - $436
188 $486K
Site Ctrs Corp
41
+ 215.79%
N/A
60 $679K
WCN
Waste Connections, Inc.

Industrials
3
+ 20.0%
$183.26 - $199.95 $550 - $600
18 $3.36M
BOOM
Dmc Global Inc.

Energy
53
New
$6.21 - $8.58 $329 - $455
53 $428K
CVGW
Calavo Growers Inc

Consumer Defensive
14
+ 66.67%
$22.74 - $28.18 $318 - $395
35 $931K
PWP
Perella Weinberg Partners

Financial Services
21
+ 131.25%
$15.45 - $19.88 $324 - $417
37 $719K
LOB
Live Oak Bancshares, Inc.

Financial Services
14
New
$23.17 - $30.04 $324 - $421
14 $418K
MRTN
Marten Transport LTD

Industrials
35
+ 68.63%
$12.69 - $13.95 $444 - $488
86 $1.12M
LXRX
Lexicon Pharmaceuticals, Inc.

Healthcare
124
+ 20.03%
$0.42 - $0.95 $52.1 - $118
743 $703K
TRU
Trans Union

Industrials
3
+ 10.0%
$69.26 - $91.89 $208 - $276
33 $2.9M
TPG
Tpg Inc.

Financial Services
4
+ 10.0%
$39.68 - $53.09 $159 - $212
44 $2.31M
SONY
Sony Group Corp

Technology
5
+ 1.15%
$21.24 - $26.88 $106 - $134
440 $11.5M
GMAB
Genmab A/S

Healthcare
18
+ 56.25%
$17.98 - $23.09 $324 - $416
50 $1.03M
ALGT
Allegiant Travel CO

Industrials
7
+ 116.67%
$40.9 - $59.35 $286 - $415
13 $715K
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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