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
NKSH
National Bankshares Inc

Financial Services
5
New
$26.55 - $30.25 $133 - $151
5 $134K
Two Hbrs Invt Corp
10
New
N/A
10 $134K
ADCT
Adc Therapeutics Sa

Healthcare
93
New
$1.39 - $2.02 $129 - $188
93 $132K
HLLY
Holley Inc.

Consumer Cyclical
52
+ 1733.33%
$2.4 - $3.18 $125 - $165
55 $142K
JAZZ
Jazz Pharmaceuticals PLC

Healthcare
1
+ 14.29%
$120.07 - $144.17 $120 - $144
8 $994K
MRCY
Mercury Systems Inc

Industrials
3
New
$39.67 - $49.88 $119 - $150
3 $130K
RBBN
Ribbon Communications Inc.

Communication Services
33
New
$3.78 - $5.14 $125 - $170
33 $130K
CEVA
Ceva Inc

Technology
5
New
$25.61 - $38.44 $128 - $192
5 $129K
DENN
Denny'S Corp

Consumer Cyclical
35
New
$3.67 - $7.04 $128 - $246
35 $129K
KTB
Kontoor Brands, Inc.

Consumer Cyclical
2
New
$59.37 - $95.63 $119 - $191
2 $129K
REFI
Chicago Atlantic Real Estate Finance, Inc.

Real Estate
9
+ 150.0%
$14.7 - $16.24 $132 - $146
15 $221K
HALO
Halozyme Therapeutics, Inc.

Healthcare
2
New
$47.74 - $65.16 $95.5 - $130
2 $128K
NVEC
Nve Corp

Technology
2
New
$63.74 - $86.55 $127 - $173
2 $128K
RBCAA
Republic Bancorp Inc

Financial Services
2
New
$63.57 - $69.14 $127 - $138
2 $128K
CLW
Clearwater Paper Corp

Basic Materials
5
New
$22.98 - $32.73 $115 - $164
5 $127K
Ferrovial Se
2
+ 15.38%
N/A
15 $674K
Fibrobiologics Inc
141
New
N/A
141 $127K
LRN
Stride, Inc.

Consumer Defensive
1
New
$106.34 - $142.28 $106 - $142
1 $127K
ALGM
Allegro Microsystems, Inc.

Technology
5
New
$21.77 - $28.31 $109 - $142
5 $126K
ADES
Advanced Emissions Solutions, Inc.

Industrials
30
New
N/A
30 $126K
RMAX
Re/Max Holdings, Inc.

Real Estate
15
New
$8.34 - $10.61 $125 - $159
15 $126K
AMEH
Apollo Medical Holdings, Inc.

Healthcare
4
New
N/A
4 $125K
CZR
Caesars Entertainment, Inc.

Consumer Cyclical
5
New
$25.0 - $39.76 $125 - $199
5 $125K
ACCO
Acco Brands Corp

Industrials
45
+ 73.77%
$4.19 - $5.65 $189 - $254
106 $445K
GWRS
Global Water Resources, Inc.

Utilities
17
+ 39.53%
$10.08 - $12.2 $171 - $207
60 $619K
MGTX
Meira G Tx Holdings PLC

Healthcare
18
New
$5.71 - $8.25 $103 - $149
18 $123K
Zura Bio LTD
95
New
N/A
95 $123K
SG
Sweetgreen, Inc.

Consumer Cyclical
6
+ 150.0%
$21.47 - $34.94 $129 - $210
10 $251K
EVCM
Ever Commerce Inc.

Technology
12
New
$8.95 - $11.02 $107 - $132
12 $121K
Orchid Is Cap Inc
16
New
N/A
16 $121K
TMHC
Taylor Morrison Home Corp

Consumer Cyclical
2
New
$58.09 - $67.05 $116 - $134
2 $121K
EGY
Vaalco Energy Inc

Energy
32
New
$3.71 - $4.74 $119 - $152
32 $121K
Astera Labs Inc
2
New
N/A
2 $120K
FSTR
Foster L B CO

Industrials
6
New
$19.68 - $28.56 $118 - $171
6 $119K
NGVT
Ingevity Corp

Basic Materials
3
New
$37.74 - $48.87 $113 - $147
3 $119K
MLAB
Mesa Laboratories Inc

Technology
1
New
$118.66 - $154.76 $119 - $155
1 $119K
BHB
Bar Harbor Bankshares

Financial Services
4
New
$29.04 - $33.44 $116 - $134
4 $118K
URG
Ur Energy Inc

Energy
174
New
$0.66 - $1.26 $115 - $219
174 $118K
AFCG
Afc Gamma, Inc.

Real Estate
21
New
$5.57 - $8.74 $117 - $184
21 $117K
ESAB
Esab Corp

Industrials
1
New
$115.08 - $131.54 $115 - $132
1 $117K
KOS
Kosmos Energy Ltd.

Energy
51
New
$2.12 - $3.9 $108 - $199
51 $117K
New York Mtg Tr Inc
18
New
N/A
18 $117K
Life360 Inc
3
New
N/A
3 $116K
TRUP
Trupanion, Inc.

Financial Services
4
+ 133.33%
$32.4 - $49.87 $130 - $199
7 $261K
CLDT
Chatham Lodging Trust

Real Estate
16
New
$7.13 - $8.89 $114 - $142
16 $115K
MOV
Movado Group Inc

Consumer Cyclical
9
+ 75.0%
$16.72 - $20.24 $150 - $182
21 $352K
VLGEA
Village Super Market Inc

Consumer Defensive
3
New
$30.38 - $38.01 $91.1 - $114
3 $115K
AMBC
Ambac Financial Group Inc

Financial Services
13
New
$8.25 - $12.41 $107 - $161
13 $114K
ICHR
Ichor Holdings, Ltd.

Technology
5
New
$22.61 - $35.08 $113 - $175
5 $114K
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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