True Wealth Design, LLC Purchases in Q1 2025

True Wealth Design, LLC

  • $263 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
UFPT
Ufp Technologies Inc

Healthcare
1
New
$198.85 - $285.04 $199 - $285
1 $202K
CUBI
Customers Bancorp, Inc.

Financial Services
4
New
$45.61 - $58.42 $182 - $234
4 $201K
RWT
Redwood Trust Inc

Real Estate
33
New
$6.01 - $6.72 $198 - $222
33 $201K
BORR
Borr Drilling LTD

Energy
104
+ 650.0%
$2.13 - $4.06 $222 - $422
120 $263K
CVLG
Covenant Logistics Group, Inc.

Industrials
9
New
$22.2 - $29.12 $200 - $262
9 $200K
IP
International Paper CO

Consumer Cyclical
4
+ 13.79%
$49.38 - $60.09 $198 - $240
33 $1.76M
Maplebear Inc
5
New
N/A
5 $200K
PBI
Pitney Bowes Inc

Industrials
22
New
$7.03 - $10.86 $155 - $239
22 $200K
PGC
Peapack Gladstone Financial Corp

Financial Services
7
New
$28.38 - $35.17 $199 - $246
7 $199K
RDNT
Rad Net, Inc.

Healthcare
4
New
$45.92 - $72.75 $184 - $291
4 $199K
CLH
Clean Harbors Inc

Industrials
1
New
$188.14 - $246.1 $188 - $246
1 $198K
KIDS
Orthopediatrics Corp

Healthcare
8
New
$22.87 - $27.24 $183 - $218
8 $198K
CLVT
Clarivate PLC

Technology
50
New
$3.93 - $5.66 $197 - $283
50 $197K
GKOS
Glaukos Corp

Healthcare
2
New
$96.6 - $161.22 $193 - $322
2 $197K
NSA
National Storage Affiliates Trust

Real Estate
5
New
$35.92 - $39.59 $180 - $198
5 $197K
ESRT
Empire State Realty Trust, Inc.

Real Estate
25
New
$7.82 - $10.26 $196 - $257
25 $196K
CWK
Cushman & Wakefield PLC

Real Estate
19
New
$10.19 - $13.87 $194 - $264
19 $195K
CTOS
Custom Truck One Source, Inc.

Industrials
46
New
$4.02 - $5.42 $185 - $249
46 $195K
DGII
Digi International Inc

Technology
7
New
$27.83 - $35.68 $195 - $250
7 $195K
ARHS
Arhaus, Inc.

Consumer Cyclical
22
New
$8.57 - $12.98 $189 - $286
22 $192K
GAMB
Gambling.Com Group LTD

Consumer Cyclical
15
New
$11.67 - $16.75 $175 - $251
15 $190K
Armour Residential Reit Inc
11
New
N/A
11 $189K
ELF
E.L.F. Beauty, Inc.

Consumer Defensive
3
New
$62.41 - $133.91 $187 - $402
3 $189K
RC
Ready Capital Corp

Real Estate
37
New
$4.9 - $7.05 $181 - $261
37 $189K
TRC
Tejon Ranch CO

Industrials
12
+ 38.71%
$15.02 - $16.47 $180 - $198
43 $682K
TMP
Tompkins Financial Corp

Financial Services
3
New
$62.44 - $72.73 $187 - $218
3 $189K
FND
Floor & Decor Holdings, Inc.

Consumer Cyclical
4
+ 57.14%
$80.4 - $106.5 $322 - $426
11 $886K
THRM
Gentherm Inc

Consumer Cyclical
7
New
$26.74 - $40.76 $187 - $285
7 $188K
ZD
Ziff Davis, Inc.

Communication Services
5
New
$37.58 - $55.5 $188 - $278
5 $188K
CTLP
Cantaloupe, Inc.

Technology
24
+ 2400.0%
$7.52 - $11.15 $180 - $268
25 $197K
Kodiak Gas Svcs Inc
5
New
N/A
5 $187K
SHYF
Shyft Group, Inc.

Industrials
23
New
$8.09 - $12.59 $186 - $290
23 $187K
Alerus Finl Corp
11
+ 52.38%
N/A
32 $591K
RRX
Regal Rexnord Corp

Industrials
2
+ 200.0%
$113.85 - $167.1 $228 - $334
3 $342K
ZG
Zillow Group, Inc.

Communication Services
3
+ 75.0%
$66.41 - $85.29 $199 - $256
7 $469K
DVA
Davita Inc.

Healthcare
1
+ 11.11%
$140.0 - $177.35 $140 - $177
10 $1.53M
TSHA
Taysha Gene Therapies, Inc.

Healthcare
132
New
$1.39 - $2.05 $183 - $271
132 $184K
EBR
Brazilian Electric Power CO

Utilities
17
+ 37.78%
$5.56 - $7.41 $94.5 - $126
62 $441K
JKHY
Henry Jack & Associates Inc

Technology
1
New
$166.47 - $191.28 $166 - $191
1 $183K
FMX
Mexican Economic Development Inc

Consumer Defensive
1
+ 14.29%
$81.23 - $100.59 $81.2 - $101
8 $781K
MPB
Mid Penn Bancorp Inc

Financial Services
7
New
$25.28 - $30.86 $177 - $216
7 $182K
RARE
Ultragenyx Pharmaceutical Inc.

Healthcare
5
New
$36.21 - $45.78 $181 - $229
5 $182K
MIRM
Mirum Pharmaceuticals, Inc.

Healthcare
4
New
$41.32 - $53.16 $165 - $213
4 $181K
TSBK
Timberland Bancorp Inc

Financial Services
6
New
$28.5 - $32.04 $171 - $192
6 $181K
VABK
Virginia National Bankshares Corp

Financial Services
5
New
$33.66 - $37.75 $168 - $189
5 $181K
CLBK
Columbia Financial, Inc.

Financial Services
12
New
$14.76 - $16.27 $177 - $195
12 $180K
ALG
Alamo Group Inc

Industrials
1
New
$172.9 - $190.49 $173 - $190
1 $179K
Bridger Aerospace Grp Hldgs
158
New
N/A
158 $179K
CELH
Celsius Holdings, Inc.

Consumer Defensive
5
New
$21.28 - $35.62 $106 - $178
5 $179K
Activity Summary
Buys All Purchases 2154 New Holdings 1347 Increased Positions 807 Sells All Sells 381 Reductions 381 Sold out 0 Options Calls 0 Puts 0
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