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
Millrose Pptys Inc
5
+ 31.25%
N/A
21 $599K
GME
Game Stop Corp.

Consumer Cyclical
4
+ 11.11%
$21.1 - $35.01 $84.4 - $140
40 $976K
CWK
Cushman & Wakefield PLC

Real Estate
14
+ 73.68%
$7.9 - $11.13 $111 - $156
33 $366K
MASS
908 Devices Inc.

Healthcare
12
+ 37.5%
$3.63 - $7.97 $43.6 - $95.6
44 $314K
AMCX
Amc Networks Inc.

Communication Services
32
+ 65.31%
$5.55 - $7.04 $178 - $225
81 $508K
Bgc Group Inc
16
+ 400.0%
N/A
20 $205K
DKS
Dick'S Sporting Goods, Inc.

Consumer Cyclical
1
+ 12.5%
$167.22 - $212.42 $167 - $212
9 $1.78M
BYRN
Byrna Technologies Inc.

Industrials
4
+ 133.33%
$14.96 - $33.14 $59.8 - $133
7 $217K
BCAL
Southern Calif Bancorp Com

Financial Services
8
+ 28.57%
$12.16 - $15.76 $97.3 - $126
36 $568K
WPC
W. P. Carey Inc.

Real Estate
7
+ 1.88%
$56.12 - $64.53 $393 - $452
379 $23.6M
Telix Pharmaceutical LTD
10
New
N/A
10 $161K
MITK
Mitek Systems Inc

Technology
8
+ 16.33%
$7.11 - $10.34 $56.9 - $82.7
57 $565K
CNOB
Connect One Bancorp, Inc.

Financial Services
8
+ 32.0%
$20.95 - $24.78 $168 - $198
33 $765K
SKY
Skyline Champion Corp

Consumer Cyclical
3
+ 300.0%
$60.33 - $94.94 $181 - $285
4 $251K
AGIO
Agios Pharmaceuticals, Inc.

Healthcare
4
+ 80.0%
$24.53 - $35.75 $98.1 - $143
9 $300K
LCUT
Lifetime Brands, Inc

Consumer Cyclical
29
+ 126.09%
$3.0 - $5.1 $87 - $148
52 $266K
MED
Medifast Inc

Consumer Cyclical
9
+ 22.5%
$11.92 - $14.17 $107 - $128
49 $689K
Bridger Aerospace Grp Hldgs
11
+ 6.96%
N/A
169 $327K
ROG
Rogers Corp

Technology
2
+ 22.22%
$52.69 - $71.02 $105 - $142
11 $754K
Airship Ai Hldgs Inc
17
+ 77.27%
N/A
39 $230K
SPNS
Sapiens International Corp N V

Technology
2
+ 5.0%
$23.92 - $30.03 $47.8 - $60.1
42 $1.23M
HLNE
Hamilton Lane Inc

Financial Services
1
New
$126.65 - $175.49 $127 - $175
1 $143K
WLFC
Willis Lease Finance Corp

Industrials
1
New
$130.99 - $160.57 $131 - $161
1 $143K
BY
Byline Bancorp, Inc.

Financial Services
5
+ 38.46%
$23.25 - $27.19 $116 - $136
18 $482K
NBR
Nabors Industries LTD

Energy
6
+ 300.0%
$24.6 - $42.84 $148 - $257
8 $225K
AKBA
Akebia Therapeutics, Inc.

Healthcare
21
+ 56.76%
$1.55 - $3.97 $32.6 - $83.4
58 $212K
PCH
Potlatchdeltic Corp

Real Estate
4
+ 200.0%
$37.16 - $44.86 $149 - $179
6 $231K
Virgin Galactic Holdings Inc
51
New
N/A
51 $140K
ETWO
E2open Parent Holdings, Inc.

Technology
25
+ 55.56%
$1.87 - $3.24 $46.8 - $81
70 $227K
GH
Guardant Health, Inc.

Healthcare
1
+ 11.11%
$37.05 - $52.04 $37.1 - $52
10 $521K
SLDP
Solid Power, Inc.

Industrials
41
+ 102.5%
$0.93 - $2.28 $38.1 - $93.5
81 $178K
AMBC
Ambac Financial Group Inc

Financial Services
22
+ 169.23%
$6.53 - $8.35 $144 - $184
35 $249K
OCGN
Ocugen, Inc.

Healthcare
98
+ 67.12%
$0.58 - $1.2 $56.8 - $118
244 $237K
PKX
Posco Holdings Inc.

Basic Materials
2
+ 5.56%
$41.43 - $49.85 $82.9 - $99.7
38 $1.84M
IBCP
Independent Bank Corp

Financial Services
4
New
$28.08 - $32.78 $112 - $131
4 $130K
NOVT
Novanta Inc

Technology
1
New
N/A
1 $129K
PACB
Pacific Biosciences Of California, Inc.

Healthcare
104
New
$0.91 - $1.45 $94.6 - $151
104 $129K
CNQ
Canadian Natural Resources LTD

Energy
2
+ 1.83%
$25.14 - $34.01 $50.3 - $68
111 $3.49M
Latam Airlines Group Sa
2
+ 40.0%
N/A
7 $285K
CENX
Century Aluminum CO

Basic Materials
7
New
$13.7 - $20.12 $95.9 - $141
7 $127K
OGE
Oge Energy Corp.

Utilities
4
+ 12.5%
$42.23 - $46.38 $169 - $186
36 $1.6M
UTZ
Utz Brands, Inc.

Consumer Defensive
10
New
$11.62 - $14.29 $116 - $143
10 $126K
MAPS
Wm Technology, Inc.

Technology
156
+ 278.57%
$0.88 - $1.29 $137 - $201
212 $190K
TMHC
Taylor Morrison Home Corp

Consumer Cyclical
2
+ 100.0%
$53.93 - $61.5 $108 - $123
4 $246K
EXP
Eagle Materials Inc

Basic Materials
1
+ 25.0%
$193.68 - $241.95 $194 - $242
5 $1.01M
IPSC
Century Therapeutics, Inc.

Healthcare
211
+ 383.64%
$0.39 - $0.63 $82.3 - $133
266 $149K
CMA
Comerica Inc

Financial Services
2
+ 100.0%
$50.42 - $59.65 $101 - $119
4 $239K
ULBI
Ultralife Corp

Industrials
11
+ 183.33%
$4.13 - $8.98 $45.4 - $98.8
17 $153K
AKYA
Akoya Biosciences, Inc.

Healthcare
93
+ 372.0%
$0.95 - $1.36 $88.4 - $126
118 $154K
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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