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
RKLB
Rocket Lab Usa, Inc.

Industrials
10
New
$17.12 - $31.57 $171 - $316
10 $179K
IRWD
Ironwood Pharmaceuticals Inc

Healthcare
121
New
$1.41 - $4.58 $171 - $554
121 $178K
Knife River Corp
4
+ 25.0%
N/A
20 $1.81M
QIPT
Quipt Home Medical Corp.

Healthcare
108
+ 105.88%
$2.28 - $3.26 $246 - $352
210 $490K
MYFW
First Western Financial Inc

Financial Services
9
New
$17.54 - $21.83 $158 - $196
9 $177K
RXST
Rx Sight, Inc.

Healthcare
7
New
$24.37 - $35.84 $171 - $251
7 $177K
Atlanta Braves Hldgs Inc
4
New
N/A
4 $176K
CHCT
Community Healthcare Trust Inc

Real Estate
11
+ 47.83%
$17.91 - $20.4 $197 - $224
34 $618K
MKTW
Marketwise, Inc.

Technology
356
New
$0.49 - $0.83 $174 - $295
356 $176K
ASML
Asml Holding Nv

Technology
1
+ 6.25%
$662.63 - $776.99 $663 - $777
17 $11.3M
INVH
Invitation Homes Inc.

Real Estate
5
New
$30.28 - $34.85 $151 - $174
5 $175K
MEC
Mayville Engineering Company, Inc.

Industrials
13
New
$13.43 - $16.37 $175 - $213
13 $175K
MFA
Mfa Financial, Inc.

Real Estate
17
New
$9.53 - $11.0 $162 - $187
17 $175K
SXC
Sun Coke Energy, Inc.

Basic Materials
19
New
$8.95 - $10.57 $170 - $201
19 $175K
MIR
Mirion Technologies, Inc.

Industrials
12
New
$13.51 - $18.28 $162 - $219
12 $174K
KRO
Kronos Worldwide Inc

Basic Materials
23
New
$7.38 - $10.03 $170 - $231
23 $173K
BMEA
Biomea Fusion, Inc.

Healthcare
80
New
$2.13 - $4.48 $170 - $358
80 $171K
MP
Mp Materials Corp.

Basic Materials
7
New
$16.39 - $26.93 $115 - $189
7 $171K
NCLH
Norwegian Cruise Line Holdings Ltd.

Consumer Cyclical
9
New
$18.53 - $29.07 $167 - $262
9 $171K
HQY
Healthequity, Inc.

Healthcare
2
+ 200.0%
$84.32 - $114.51 $169 - $229
3 $266K
NWFL
Norwood Financial Corp

Financial Services
7
New
$24.13 - $26.73 $169 - $187
7 $170K
FDBC
Fidelity D & D Bancorp Inc

Financial Services
4
New
$41.61 - $47.59 $166 - $190
4 $167K
BCPC
Balchem Corp

Basic Materials
1
New
$154.22 - $176.16 $154 - $176
1 $166K
ACNB
Acnb Corp

Financial Services
4
New
$36.69 - $43.26 $147 - $173
4 $165K
Ge Vernova Inc
11
+ 8.15%
N/A
146 $44.6M
KYMR
Kymera Therapeutics, Inc.

Healthcare
6
New
$27.37 - $44.36 $164 - $266
6 $165K
EPRT
Essential Properties Realty Trust, Inc.

Real Estate
5
New
$30.51 - $32.85 $153 - $164
5 $164K
PEBK
Peoples Bancorp Of North Carolina Inc

Financial Services
6
New
$26.32 - $31.08 $158 - $186
6 $164K
ATUS
Altice Usa, Inc.

Communication Services
61
New
$2.27 - $3.11 $138 - $190
61 $163K
CPF
Central Pacific Financial Corp

Financial Services
6
New
$26.39 - $30.61 $158 - $184
6 $163K
Mac Copper Limited
17
New
N/A
17 $163K
ARVN
Arvinas, Inc.

Healthcare
23
New
$7.02 - $20.5 $161 - $472
23 $162K
BOC
Boston Omaha Corp

Communication Services
11
New
$13.42 - $15.41 $148 - $170
11 $161K
GNL
Global Net Lease, Inc.

Real Estate
20
New
$6.91 - $8.26 $138 - $165
20 $161K
ESE
Esco Technologies Inc

Technology
1
New
$128.92 - $169.65 $129 - $170
1 $160K
LW
Lamb Weston Holdings, Inc.

Consumer Defensive
3
New
$48.65 - $66.04 $146 - $198
3 $160K
Standardaero Inc
6
New
N/A
6 $160K
FFNW
First Financial Northwest, Inc.

Financial Services
7
New
$19.14 - $22.77 $134 - $159
7 $159K
IDA
Idacorp Inc

Utilities
1
+ 16.67%
$105.58 - $119.04 $106 - $119
7 $814K
OLP
One Liberty Properties Inc

Real Estate
6
New
$25.14 - $27.51 $151 - $165
6 $158K
STGW
Stagwell Inc

Communication Services
26
New
$5.93 - $6.75 $154 - $176
26 $158K
Latam Airlines Group Sa
5
New
N/A
5 $157K
MLTX
Moon Lake Immunotherapeutics

Healthcare
4
New
$36.75 - $54.34 $147 - $217
4 $157K
Net Lease Office Properties
5
New
N/A
5 $157K
SMBC
Southern Missouri Bancorp, Inc.

Financial Services
3
New
$52.02 - $61.53 $156 - $185
3 $157K
AKAM
Akamai Technologies Inc

Technology
4
+ 36.36%
N/A
15 $1.21M
MCFT
Master Craft Boat Holdings, Inc.

Consumer Cyclical
9
New
$16.68 - $21.18 $150 - $191
9 $155K
OLMA
Olema Pharmaceuticals, Inc.

Healthcare
41
New
$3.76 - $6.39 $154 - $262
41 $155K
MITT
Ag Mortgage Investment Trust, Inc.

Real Estate
21
New
$6.16 - $7.85 $129 - $165
21 $154K
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
Track This Portfolio

Track True Wealth Design, LLC Portfolio

Follow True Wealth Design, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of True Wealth Design, LLC, based on Form 13F filings with the SEC.

News

Stay updated on True Wealth Design, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email