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
Sitio Royalties Corp
22
+ 1100.0%
N/A
24 $442K
Proficient Auto Logistics In
55
New
N/A
55 $400K
STRO
Sutro Biopharma, Inc.

Healthcare
559
New
$0.52 - $1.3 $291 - $727
559 $400K
Primo Brands Corporation
14
+ 466.67%
N/A
17 $504K
TPX
Tempur Sealy International, Inc.

Consumer Cyclical
5
+ 83.33%
N/A
11 $749K
HRB
H&R Block Inc

Consumer Cyclical
7
+ 233.33%
$54.32 - $63.04 $380 - $441
10 $549K
GOLF
Acushnet Holdings Corp.

Consumer Cyclical
5
+ 125.0%
$56.27 - $73.32 $281 - $367
9 $656K
Kyverna Therapeutics Inc
66
+ 42.86%
N/A
220 $676K
INBK
First Internet Bancorp

Financial Services
14
+ 466.67%
$20.26 - $27.75 $284 - $389
17 $458K
Everus Constr Group
3
+ 42.86%
N/A
10 $636K
OLO
Olo Inc.

Technology
19
+ 26.76%
$5.84 - $9.7 $111 - $184
90 $801K
EPC
Edgewell Personal Care CO

Consumer Defensive
18
+ 257.14%
$22.79 - $31.7 $410 - $571
25 $586K
SKIN
Beauty Health CO

Consumer Defensive
187
+ 1335.71%
$0.82 - $1.95 $153 - $365
201 $384K
PLAY
Dave & Buster'S Entertainment, Inc.

Communication Services
10
+ 200.0%
$16.06 - $32.77 $161 - $328
15 $452K
JYNT
Joint Corp

Healthcare
32
+ 640.0%
$9.7 - $12.51 $310 - $400
37 $427K
PAC
Pacific Airport Group

Industrials
1
+ 33.33%
$175.11 - $238.95 $175 - $239
4 $919K
JKHY
Henry Jack & Associates Inc

Technology
2
+ 200.0%
$163.54 - $186.02 $327 - $372
3 $541K
Rocket Lab Corp
10
New
N/A
10 $358K
NTR
Nutrien Ltd.

Basic Materials
2
+ 7.14%
$46.88 - $62.89 $93.8 - $126
30 $1.75M
RMR
Rmr Group Inc.

Real Estate
23
+ 32.86%
$13.89 - $16.68 $319 - $384
93 $1.52M
AVTR
Avantor, Inc.

Basic Materials
53
+ 40.46%
$11.94 - $16.29 $633 - $863
184 $2.48M
Forward Air Corp
14
New
N/A
14 $344K
NUVL
Nuvalent, Inc.

Healthcare
4
+ 57.14%
$59.32 - $79.68 $237 - $319
11 $840K
CRNX
Crinetics Pharmaceuticals, Inc.

Healthcare
12
+ 1200.0%
$25.56 - $33.76 $307 - $405
13 $374K
NAMS
Newamsterdam Pharma CO Nv Shs
19
+ 950.0%
N/A
21 $381K
CNI
Canadian National Railway CO

Industrials
2
+ 10.0%
$92.66 - $108.13 $185 - $216
22 $2.29M
NRZ
New Residential Investment Corp.

Real Estate
30
New
N/A
30 $339K
LCTX
Lineage Cell Therapeutics, Inc.

Healthcare
322
+ 335.42%
$0.39 - $1.13 $126 - $364
418 $380K
Astera Labs Inc
3
+ 150.0%
N/A
5 $453K
DOCN
Digital Ocean Holdings, Inc.

Technology
13
+ 162.5%
$25.91 - $35.19 $337 - $457
21 $600K
TGLS
Tecnoglass Inc.

Basic Materials
4
+ 100.0%
$62.7 - $88.42 $251 - $354
8 $619K
Bioage Labs Inc
80
New
N/A
80 $331K
RBB
Rbb Bancorp

Financial Services
19
New
N/A
19 $327K
STAG
Stag Industrial, Inc.

Real Estate
9
+ 450.0%
$30.08 - $37.02 $271 - $333
11 $400K
ELY
Callaway Golf CO

Consumer Cyclical
40
+ 1333.33%
N/A
43 $347K
BFB
Brown Forman Corp Cl B
28
+ 45.9%
N/A
89 $2.4M
FCN
Fti Consulting, Inc

Industrials
2
New
$152.87 - $168.51 $306 - $337
2 $323K
HLX
Helix Energy Solutions Group Inc

Energy
51
New
$5.98 - $8.5 $305 - $434
51 $319K
MBUU
Malibu Boats, Inc.

Consumer Cyclical
10
+ 111.11%
$25.17 - $33.43 $252 - $334
19 $596K
KAI
Kadant Inc

Industrials
1
New
$286.24 - $350.17 $286 - $350
1 $318K
OMAB
Central North Airport Group

Industrials
3
New
$72.48 - $106.35 $217 - $319
3 $317K
MOD
Modine Manufacturing CO

Consumer Cyclical
1
+ 10.0%
$69.3 - $105.57 $69.3 - $106
11 $1.08M
STN
Stantec Inc

Industrials
1
+ 12.5%
$78.92 - $109.58 $78.9 - $110
9 $979K
Veralto Corp
2
+ 6.25%
N/A
34 $3.43M
HBI
Hanesbrands Inc.

Consumer Cyclical
80
+ 173.91%
$4.32 - $5.95 $346 - $476
126 $578K
SOI
Solaris Oilfield Infrastructure, Inc.

Energy
11
New
N/A
11 $312K
PRAA
Pra Group Inc

Financial Services
21
New
$13.28 - $21.96 $279 - $461
21 $310K
MERC
Mercer International Inc.

Basic Materials
222
+ 125.42%
$3.37 - $5.96 $748 - $1.32K
399 $1.4M
SMMT
Summit Therapeutics Inc.

Healthcare
14
+ 350.0%
$16.64 - $36.7 $233 - $514
18 $384K
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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