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
MT
Arcelor Mittal

Basic Materials
1
+ 3.13%
$23.47 - $31.65 $23.5 - $31.7
33 $1.04M
GIL
Gildan Activewear Inc.

Consumer Cyclical
1
+ 7.14%
$37.68 - $50.22 $37.7 - $50.2
15 $739K
Ramaco Res Inc
9
New
N/A
9 $119K
KOF
Coca Cola Femsa Sab De Cv

Consumer Defensive
1
+ 25.0%
$89.4 - $99.04 $89.4 - $99
5 $484K
GNW
Genworth Financial Inc

Financial Services
12
+ 36.36%
$6.12 - $7.89 $73.4 - $94.7
45 $351K
IAS
Integral Ad Science Holding Corp.

Communication Services
14
New
$6.38 - $8.33 $89.3 - $117
14 $117K
OFC
Corporate Office Properties Trust

Real Estate
4
+ 28.57%
N/A
18 $497K
MMMB
Mama Mancini'S Holdings, Inc.

Consumer Defensive
7
+ 22.58%
N/A
38 $316K
HTBI
Home Trust Bancshares, Inc.

Financial Services
3
New
N/A
3 $113K
EXPO
Exponent Inc

Industrials
2
+ 33.33%
$72.88 - $81.75 $146 - $164
8 $598K
AQST
Aquestive Therapeutics, Inc.

Healthcare
30
+ 107.14%
$2.22 - $3.58 $66.6 - $107
58 $192K
CPA
Copa Holdings, S.A.

Industrials
1
New
$83.12 - $109.97 $83.1 - $110
1 $110K
UIS
Unisys Corp

Technology
25
+ 42.37%
$3.71 - $5.73 $92.8 - $143
84 $381K
Southland Hldgs Inc
16
+ 45.71%
N/A
51 $214K
GNTX
Gentex Corp

Consumer Cyclical
6
+ 33.33%
$20.83 - $23.52 $125 - $141
24 $528K
CLMB
Climb Global Solutions Inc Com
1
New
N/A
1 $107K
Spire Global Inc
8
+ 266.67%
N/A
11 $131K
TASK
Task Us, Inc.

Technology
5
+ 71.43%
$11.57 - $16.88 $57.9 - $84.4
12 $202K
GENC
Gencor Industries Inc

Industrials
7
+ 175.0%
$10.92 - $14.8 $76.4 - $104
11 $154K
HROW
Harrow Health, Inc.

Healthcare
3
+ 100.0%
$22.2 - $31.61 $66.6 - $94.8
6 $184K
OSCR
Oscar Health, Inc.

Healthcare
1
+ 10.0%
$11.6 - $21.44 $11.6 - $21.4
11 $236K
SCI
Service Corp International

Consumer Cyclical
1
+ 5.26%
$73.58 - $81.65 $73.6 - $81.7
20 $1.63M
ENIC
Enel Chile S.A.

Utilities
22
+ 36.07%
$2.89 - $3.97 $63.6 - $87.3
83 $302K
OPRX
Optimize Rx Corp

Healthcare
4
+ 40.0%
$7.44 - $15.44 $29.8 - $61.8
14 $189K
AFG
American Financial Group Inc

Financial Services
1
+ 20.0%
$116.9 - $132.12 $117 - $132
6 $758K
FTS
Fortis Inc.

Utilities
1
+ 4.17%
$44.42 - $49.76 $44.4 - $49.8
25 $1.19M
TGNA
Tegna Inc

Communication Services
6
+ 600.0%
$15.42 - $18.98 $92.5 - $114
7 $118K
TRC
Tejon Ranch CO

Industrials
3
+ 6.98%
$15.16 - $17.3 $45.5 - $51.9
46 $781K
PZZA
Papa Johns International Inc

Consumer Cyclical
2
New
$30.45 - $51.79 $60.9 - $104
2 $98K
ANIK
Anika Therapeutics, Inc.

Healthcare
9
New
$10.58 - $15.05 $95.2 - $135
9 $96K
NAUT
Nautilus Biotechnology, Inc.

Healthcare
135
+ 1125.0%
$0.67 - $0.93 $90.5 - $126
147 $107K
DGICA
Donegal Group Inc

Financial Services
3
+ 3.41%
$17.85 - $20.86 $53.6 - $62.6
91 $1.82M
Amc Entmt Hldgs Inc
30
New
N/A
30 $93K
Two Hbrs Invt Corp
11
+ 110.0%
N/A
21 $227K
FHI
Federated Hermes, Inc.

Financial Services
2
+ 200.0%
$35.85 - $44.32 $71.7 - $88.6
3 $133K
RPM
Rpm International Inc

Basic Materials
2
+ 9.09%
$96.97 - $117.58 $194 - $235
24 $2.64M
Flowco Hldgs Inc
5
New
N/A
5 $90K
LAUR
Laureate Education, Inc.

Consumer Defensive
3
+ 42.86%
$18.34 - $23.38 $55 - $70.1
10 $234K
Q32 Bio Inc
60
+ 857.14%
N/A
67 $100K
FFWM
First Foundation Inc.

Financial Services
17
New
$4.61 - $5.42 $78.4 - $92.1
17 $87K
MCFT
Master Craft Boat Holdings, Inc.

Consumer Cyclical
4
+ 44.44%
$14.71 - $18.89 $58.8 - $75.6
13 $242K
RDNT
Rad Net, Inc.

Healthcare
1
+ 25.0%
$47.36 - $61.14 $47.4 - $61.1
5 $285K
TBK
Triumph Bancorp, Inc.

Financial Services
2
+ 22.22%
N/A
11 $607K
BBUC
Brookfield Business Corp

Financial Services
2
+ 40.0%
$22.01 - $31.32 $44 - $62.6
7 $219K
GRC
Gorman Rupp CO

Industrials
2
+ 28.57%
$31.36 - $39.03 $62.7 - $78.1
9 $331K
Ispire Technology Inc
34
+ 340.0%
N/A
44 $113K
NJR
New Jersey Resources Corp

Utilities
2
+ 200.0%
$44.23 - $49.97 $88.5 - $99.9
3 $135K
OLPX
Olaplex Holdings, Inc.

Consumer Cyclical
58
+ 322.22%
$1.05 - $1.54 $60.9 - $89.3
76 $107K
HL
Hecla Mining CO

Basic Materials
13
+ 100.0%
$4.54 - $6.45 $59 - $83.9
26 $156K
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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