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
IVR
Invesco Mortgage Capital Inc.

Real Estate
7
New
$7.6 - $8.96 $53.2 - $62.7
7 $56K
OPFI
Opp Fi Inc.

Technology
6
New
$7.18 - $16.94 $43.1 - $102
6 $56K
Tevogen Bio Hldgs Inc
51
New
N/A
51 $56K
Amentum Holdings Inc
3
New
N/A
3 $55K
Blacksky Technology Inc
7
New
N/A
7 $55K
IIPR
Innovative Industrial Properties Inc

Real Estate
1
New
$54.09 - $74.56 $54.1 - $74.6
1 $55K
PPC
Pilgrims Pride Corp

Consumer Defensive
1
New
$44.52 - $55.93 $44.5 - $55.9
1 $55K
THS
Tree House Foods, Inc.

Consumer Defensive
2
New
$26.2 - $35.54 $52.4 - $71.1
2 $55K
CWAN
Clearwater Analytics Holdings, Inc.

Technology
2
New
$25.9 - $31.26 $51.8 - $62.5
2 $54K
IMNM
Immunome Inc.

Healthcare
8
New
$6.73 - $11.83 $53.8 - $94.6
8 $54K
Solidion Technology Inc
440
New
N/A
440 $54K
VRDN
Viridian Therapeutics, Inc.\De

Healthcare
4
New
$13.48 - $20.91 $53.9 - $83.6
4 $54K
Digitalbridge Group Inc
6
New
N/A
6 $53K
GBIO
Generation Bio Co.

Healthcare
129
New
$0.4 - $1.15 $51.6 - $148
129 $53K
CURV
Torrid Holdings Inc.

Consumer Cyclical
9
+ 60.0%
$4.79 - $7.06 $43.1 - $63.5
24 $132K
Chimera Invt Corp
4
New
N/A
4 $52K
CR
Crane Holdings, Co.

Industrials
1
New
$150.33 - $175.81 $150 - $176
1 $52K
ILPT
Industrial Logistics Properties Trust

Real Estate
15
New
$3.39 - $4.05 $50.9 - $60.8
15 $52K
Achieve Life Sciences Inc
19
New
N/A
19 $51K
BYRN
Byrna Technologies Inc.

Industrials
3
New
$16.84 - $34.19 $50.5 - $103
3 $51K
LILA
Liberty Latin America Ltd.

Communication Services
8
New
$6.06 - $7.55 $48.5 - $60.4
8 $51K
MGY
Magnolia Oil & Gas Corp

Energy
2
New
$22.26 - $26.58 $44.5 - $53.2
2 $51K
MWA
Mueller Water Products, Inc.

Industrials
2
New
$21.65 - $28.24 $43.3 - $56.5
2 $51K
Natures Sunshine Prods Inc
4
New
N/A
4 $51K
Peakstone Realty Trust
4
New
N/A
4 $51K
AOSL
Alpha & Omega Semiconductor LTD

Technology
2
New
$24.86 - $43.33 $49.7 - $86.7
2 $50K
NFE
New Fortress Energy Inc.

Utilities
6
New
$8.31 - $16.3 $49.9 - $97.8
6 $50K
NJR
New Jersey Resources Corp

Utilities
1
New
$45.25 - $49.37 $45.3 - $49.4
1 $50K
NNBR
Nn Inc

Industrials
22
New
$2.26 - $3.48 $49.7 - $76.6
22 $50K
ADV
Advantage Solutions Inc.

Communication Services
32
New
$1.49 - $2.9 $47.7 - $92.8
32 $49K
CCO
Clear Channel Outdoor Holdings, Inc.

Communication Services
44
New
$1.1 - $1.52 $48.4 - $66.9
44 $49K
GENC
Gencor Industries Inc

Industrials
4
New
$12.0 - $17.38 $48 - $69.5
4 $49K
GCBC
Greene County Bancorp Inc

Financial Services
2
New
$22.01 - $27.41 $44 - $54.8
2 $49K
PAYS
Paysign, Inc.

Technology
23
New
$2.12 - $3.25 $48.8 - $74.8
23 $49K
CAPR
Capricor Therapeutics, Inc.

Healthcare
5
New
$9.49 - $16.11 $47.5 - $80.6
5 $48K
FMAO
Farmers & Merchants Bancorp Inc

Financial Services
2
New
$23.31 - $28.35 $46.6 - $56.7
2 $48K
NRIX
Nurix Therapeutics, Inc.

Healthcare
4
New
$11.88 - $20.15 $47.5 - $80.6
4 $48K
PFMT
Performant Financial Corp

Industrials
16
New
$2.38 - $3.03 $38.1 - $48.5
16 $48K
TCI
Transcontinental Realty Investors Inc

Real Estate
2
+ 50.0%
$25.74 - $30.05 $51.5 - $60.1
6 $168K
ATOS
Atossa Therapeutics, Inc.

Healthcare
69
New
$0.67 - $1.01 $46.2 - $69.7
69 $47K
BCML
Bay Com Corp

Financial Services
2
+ 100.0%
$24.39 - $29.09 $48.8 - $58.2
4 $101K
GRWG
Grow Generation Corp.

Consumer Cyclical
43
New
$0.97 - $1.82 $41.7 - $78.3
43 $47K
Gyre Therapeutics Inc
6
New
N/A
6 $47K
OBT
Orange County Bancorp, Inc.

Financial Services
2
New
$23.39 - $54.2 $46.8 - $108
2 $47K
ZYXI
Zynex Inc

Healthcare
21
New
$2.2 - $8.36 $46.2 - $176
21 $47K
BLFY
Blue Foundry Bancorp

Financial Services
5
New
$8.87 - $10.12 $44.3 - $50.6
5 $46K
WHD
Cactus, Inc.

Energy
1
New
$43.48 - $63.78 $43.5 - $63.8
1 $46K
CADL
Candel Therapeutics, Inc.

Healthcare
8
New
$5.65 - $12.21 $45.2 - $97.7
8 $46K
EOSE
Eos Energy Enterprises, Inc.

Industrials
12
New
$3.78 - $6.08 $45.4 - $73
12 $46K
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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