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
QUIK
Quicklogic Corp

Technology
14
New
$5.11 - $12.0 $71.5 - $168
14 $72K
SWX
Southwest Gas Holdings, Inc.

Utilities
1
New
$68.42 - $78.18 $68.4 - $78.2
1 $72K
TKR
Timken CO

Industrials
1
New
$69.85 - $83.79 $69.9 - $83.8
1 $72K
Neumora Therapeutics Inc.
71
New
N/A
71 $71K
AIN
Albany International Corp

Consumer Cyclical
1
New
$69.04 - $82.96 $69 - $83
1 $70K
Kindercare Learning Companie
6
New
N/A
6 $70K
RCKY
Rocky Brands, Inc.

Consumer Cyclical
4
New
$17.37 - $25.79 $69.5 - $103
4 $70K
UBSI
United Bankshares Inc

Financial Services
2
New
$34.03 - $39.27 $68.1 - $78.5
2 $70K
NXDT
Nexpoint Diversified Real Estate Trust

Financial Services
18
New
$3.77 - $6.08 $67.9 - $109
18 $69K
SLVM
Sylvamo Corp

Basic Materials
1
New
$63.64 - $81.86 $63.6 - $81.9
1 $68K
MRAM
Everspin Technologies Inc

Technology
13
New
$5.06 - $6.82 $65.8 - $88.7
13 $67K
RELL
Richardson Electronics, Ltd.

Technology
6
New
$10.97 - $14.87 $65.8 - $89.2
6 $67K
Centuri Holdings Inc
4
New
N/A
4 $66K
CRDA
Crawford & CO Class A

ETFs
6
+ 35.29%
N/A
23 $263K
Lexeo Therapeutics Inc
19
New
N/A
19 $66K
SGC
Superior Group Of Companies, Inc.

Consumer Cyclical
6
New
$10.75 - $16.2 $64.5 - $97.2
6 $66K
VPG
Vishay Precision Group, Inc.

Technology
1
+ 1.49%
$21.32 - $26.64 $21.3 - $26.6
68 $1.64M
ESCA
Escalade Inc

Consumer Cyclical
3
+ 16.67%
$14.29 - $15.85 $42.9 - $47.6
21 $322K
Ponce Financial Group Inc
5
New
N/A
5 $64K
MAPS
Wm Technology, Inc.

Technology
56
New
$1.13 - $1.48 $63.3 - $82.9
56 $64K
IR
Ingersoll Rand Inc.

Industrials
3
+ 17.65%
$79.44 - $94.23 $238 - $283
20 $1.6M
JYNT
Joint Corp

Healthcare
5
New
$10.03 - $12.82 $50.2 - $64.1
5 $63K
LITE
Lumentum Holdings Inc.

Technology
1
New
$57.41 - $100.38 $57.4 - $100
1 $63K
PLL
Piedmont Lithium Inc.

Basic Materials
10
New
$6.3 - $9.91 $63 - $99.1
10 $63K
VRA
Vera Bradley, Inc.

Consumer Cyclical
28
New
$2.25 - $3.91 $63 - $109
28 $63K
Angi Inc
4
New
N/A
4 $62K
NREF
Nex Point Real Estate Finance, Inc.

Real Estate
4
New
$14.9 - $16.57 $59.6 - $66.3
4 $62K
SMTI
Sanara Med Tech Inc.

Healthcare
2
New
$30.15 - $38.12 $60.3 - $76.2
2 $62K
MCG
Membership Collective Group Inc.

Consumer Cyclical
10
New
N/A
10 $62K
UIS
Unisys Corp

Technology
26
+ 78.79%
$3.9 - $7.15 $101 - $186
59 $271K
Webtoon Entmt Inc
8
New
N/A
8 $62K
AIRS
Airsculpt Technologies, Inc.

Healthcare
26
New
$2.29 - $6.05 $59.5 - $157
26 $61K
BWFG
Bankwell Financial Group, Inc.

Financial Services
2
New
$27.97 - $32.7 $55.9 - $65.4
2 $61K
BKH
Black Hills Corp

Utilities
1
New
$55.74 - $61.86 $55.7 - $61.9
1 $61K
INZY
Inozyme Pharma, Inc.

Healthcare
67
New
$0.91 - $3.07 $61 - $206
67 $61K
Net Power Inc
23
New
N/A
23 $61K
SYM
Symbotic Inc.

Financial Services
3
New
$20.16 - $33.5 $60.5 - $101
3 $61K
Wheels Up Experience Inc
60
New
N/A
60 $61K
GEFB
Greif, Inc. Cl B
1
New
N/A
1 $60K
Techtarget Inc
4
New
N/A
4 $60K
WTBA
West Bancorporation Inc

Financial Services
3
New
$19.94 - $22.62 $59.8 - $67.9
3 $60K
XOMA
Xoma Corp

Healthcare
3
New
$19.93 - $28.12 $59.8 - $84.4
3 $60K
CZFS
Citizens Financial Services Inc

Financial Services
1
New
$55.78 - $65.06 $55.8 - $65.1
1 $59K
SNPS
Synopsys Inc

Technology
1
+ 14.29%
$428.58 - $551.54 $429 - $552
8 $3.25M
ANGO
Angiodynamics Inc

Healthcare
6
New
$8.37 - $12.94 $50.2 - $77.6
6 $57K
BRCC
Brc Inc.

Consumer Defensive
27
New
$1.94 - $3.19 $52.4 - $86.1
27 $57K
CVGI
Commercial Vehicle Group, Inc.

Consumer Cyclical
49
New
$1.15 - $2.33 $56.3 - $114
49 $57K
CBU
Community Bank System, Inc.

Financial Services
1
New
$56.08 - $67.99 $56.1 - $68
1 $57K
EEX
Emerald Holding, Inc.

Communication Services
14
New
$3.65 - $4.83 $51.1 - $67.6
14 $56K
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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