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
SEAT
Vivid Seats Inc.

Communication Services
29
New
$2.68 - $4.85 $77.7 - $141
29 $86K
Airship Ai Hldgs Inc
22
New
N/A
22 $85K
LBRDA
Liberty Broadband Corp

Communication Services
1
New
$72.73 - $88.43 $72.7 - $88.4
1 $85K
ONB
Old National Bancorp

Financial Services
4
New
$20.11 - $24.45 $80.4 - $97.8
4 $85K
PATK
Patrick Industries Inc

Consumer Cyclical
1
New
$82.13 - $97.92 $82.1 - $97.9
1 $85K
SCPH
Sc Pharmaceuticals Inc.

Healthcare
32
New
$2.63 - $3.68 $84.2 - $118
32 $85K
TCX
Tucows Inc

Technology
5
New
$14.67 - $20.27 $73.4 - $101
5 $85K
AVPT
Ave Point, Inc.

Technology
13
+ 26.0%
$13.5 - $19.8 $176 - $257
63 $910K
NBR
Nabors Industries LTD

Energy
2
New
$37.04 - $68.1 $74.1 - $136
2 $84K
QSR
Restaurant Brands International Inc.

Consumer Cyclical
1
+ 8.33%
$60.44 - $69.57 $60.4 - $69.6
13 $867K
SFBS
Servis First Bancshares, Inc.

Financial Services
1
New
$80.8 - $93.58 $80.8 - $93.6
1 $83K
SHLS
Shoals Technologies Group, Inc.

Technology
25
New
$2.81 - $6.24 $70.3 - $156
25 $83K
AQST
Aquestive Therapeutics, Inc.

Healthcare
28
New
$2.54 - $3.75 $71.1 - $105
28 $82K
ESTA
Establishment Labs Holdings Inc.

Healthcare
2
New
$28.51 - $47.28 $57 - $94.6
2 $82K
SWKH
Swk Holdings Corp

Financial Services
4
+ 50.0%
$15.75 - $17.61 $63 - $70.4
12 $209K
Amer Sports Inc
3
New
N/A
3 $81K
OWL
Blue Owl Capital Inc.

Financial Services
4
New
$18.49 - $26.68 $74 - $107
4 $81K
CNS
Cohen & Steers, Inc.

Financial Services
1
New
$75.52 - $92.6 $75.5 - $92.6
1 $81K
CYH
Community Health Systems Inc

Healthcare
30
New
$2.54 - $3.92 $76.2 - $118
30 $81K
INBK
First Internet Bancorp

Financial Services
3
New
$25.97 - $35.9 $77.9 - $108
3 $81K
FRME
First Merchants Corp

Financial Services
2
New
$37.99 - $45.25 $76 - $90.5
2 $81K
MERC
Mercer International Inc.

Basic Materials
22
+ 14.19%
$5.99 - $8.16 $132 - $180
177 $1.09M
STXS
Stereotaxis, Inc.

Healthcare
46
New
$1.76 - $2.64 $81 - $121
46 $81K
HROW
Harrow Health, Inc.

Healthcare
3
New
$22.22 - $36.67 $66.7 - $110
3 $80K
KRT
Karat Packaging Inc.

Consumer Cyclical
3
New
$26.58 - $33.46 $79.7 - $100
3 $80K
LGFA
Lions Gate Entmt Corp Cl A Vtg
9
New
N/A
9 $80K
BCBP
Bcb Bancorp Inc

Financial Services
8
New
$9.52 - $11.89 $76.2 - $95.1
8 $79K
DNUT
Krispy Kreme, Inc.

Consumer Defensive
16
New
$4.92 - $9.82 $78.7 - $157
16 $79K
SR
Spire Inc

Utilities
1
New
$65.62 - $78.25 $65.6 - $78.3
1 $79K
BSVN
Bank7 Corp.

Financial Services
2
New
$38.44 - $45.97 $76.9 - $91.9
2 $78K
HCAT
Health Catalyst, Inc.

Healthcare
17
New
$3.97 - $7.42 $67.5 - $126
17 $78K
MLI
Mueller Industries Inc

Industrials
1
New
$76.14 - $82.67 $76.1 - $82.7
1 $77K
EVC
Entravision Communications Corp

Communication Services
36
New
$1.73 - $2.67 $62.3 - $96.1
36 $76K
GVA
Granite Construction Inc

Industrials
1
New
$70.98 - $94.81 $71 - $94.8
1 $76K
KEP
Korea Electric Power Corp

Utilities
3
+ 3.0%
$6.68 - $8.18 $20 - $24.5
103 $764K
THO
Thor Industries Inc

Consumer Cyclical
1
New
$75.81 - $105.39 $75.8 - $105
1 $76K
YMAB
Y M Abs Therapeutics, Inc.

Healthcare
17
New
$4.43 - $8.17 $75.3 - $139
17 $76K
LPRO
Open Lending Corp

Financial Services
27
New
$2.76 - $6.61 $74.5 - $178
27 $75K
FLXS
Flexsteel Industries Inc

Consumer Cyclical
2
New
$36.51 - $62.3 $73 - $125
2 $74K
NPCE
Neuro Pace Inc

Healthcare
6
New
$10.04 - $14.94 $60.2 - $89.6
6 $74K
XPO
Xpo Logistics, Inc.

Industrials
2
+ 33.33%
$106.12 - $148.16 $212 - $296
8 $861K
BELFA
Bel Fuse Inc

Technology
1
New
$72.06 - $89.82 $72.1 - $89.8
1 $73K
HL
Hecla Mining CO

Basic Materials
13
New
$5.07 - $6.37 $65.9 - $82.8
13 $73K
STAG
Stag Industrial, Inc.

Real Estate
2
New
$32.39 - $37.07 $64.8 - $74.1
2 $73K
AKBA
Akebia Therapeutics, Inc.

Healthcare
37
New
$1.69 - $2.84 $62.5 - $105
37 $72K
CTGO
Contango Ore, Inc.

Basic Materials
7
New
$9.0 - $11.6 $63 - $81.2
7 $72K
FLL
Full House Resorts Inc

Consumer Cyclical
17
New
$4.0 - $5.45 $68 - $92.7
17 $72K
INOD
Innodata Inc

Technology
2
New
$33.19 - $64.17 $66.4 - $128
2 $72K
LGFB
Lions Gate Entmt Corp Cl B Non
9
New
N/A
9 $72K
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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