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
VIACA
Paramount Global

Communication Services
2
New
N/A
2 $46K
TCRX
T Scan Therapeutics, Inc.

Healthcare
33
New
$1.35 - $3.12 $44.6 - $103
33 $46K
BTBT
Bit Digital, Inc

Financial Services
22
New
$2.02 - $3.88 $44.4 - $85.4
22 $45K
BHR
Braemar Hotels & Resorts Inc.

Real Estate
18
New
$2.48 - $3.03 $44.6 - $54.5
18 $45K
DNB
Dun & Bradstreet Holdings, Inc.

Financial Services
5
New
$7.89 - $12.48 $39.4 - $62.4
5 $45K
SWIM
Latham Group, Inc.

Industrials
8
+ 61.54%
$5.46 - $7.53 $43.7 - $60.2
21 $136K
Site Ctrs Corp
6
+ 46.15%
N/A
19 $244K
WLY
John Wiley & Sons, Inc.

Communication Services
1
New
$37.91 - $46.73 $37.9 - $46.7
1 $45K
AEHR
Aehr Test Systems

Technology
6
New
$7.29 - $17.78 $43.7 - $107
6 $44K
CRDF
Cardiff Oncology, Inc.

Healthcare
14
New
$3.14 - $4.75 $44 - $66.5
14 $44K
LILAK
Liberty Latin Amer LTD Cl C (B

Communication Services
7
New
$6.0 - $7.54 $42 - $52.8
7 $44K
LCTX
Lineage Cell Therapeutics, Inc.

Healthcare
96
New
$0.45 - $0.72 $43.2 - $69.1
96 $44K
MNTK
Montauk Renewables, Inc.

Utilities
21
New
$2.07 - $4.94 $43.5 - $104
21 $44K
ALCC
Alt C Acquisition Corp.

Financial Services
2
New
N/A
2 $44K
PKOH
Park Ohio Holdings Corp

Industrials
2
New
$21.28 - $25.7 $42.6 - $51.4
2 $44K
UAA
Under Armour, Inc.

Consumer Cyclical
7
New
$6.25 - $8.66 $43.8 - $60.6
7 $44K
LNDC
Landec Corp \Ca\

Healthcare
6
New
N/A
6 $43K
MEG
Montrose Environmental Group, Inc.

Industrials
3
New
$14.26 - $24.01 $42.8 - $72
3 $43K
PGRE
Paramount Group, Inc.

Real Estate
10
New
$3.99 - $5.04 $39.9 - $50.4
10 $43K
BDTX
Black Diamond Therapeutics, Inc.

Healthcare
27
New
$1.55 - $2.73 $41.9 - $73.7
27 $42K
FIZZ
National Beverage Corp

Consumer Defensive
1
New
$38.95 - $43.68 $39 - $43.7
1 $42K
PCYO
Pure Cycle Corp

Utilities
4
New
$10.47 - $12.57 $41.9 - $50.3
4 $42K
SFNC
Simmons First National Corp

Financial Services
2
New
$19.68 - $23.3 $39.4 - $46.6
2 $42K
SLDP
Solid Power, Inc.

Industrials
40
New
$1.05 - $2.21 $42 - $88.4
40 $42K
AMTX
Aemetis, Inc

Energy
23
New
$1.59 - $2.99 $36.6 - $68.8
23 $41K
CYTK
Cytokinetics Inc

Healthcare
1
New
$40.19 - $51.12 $40.2 - $51.1
1 $41K
FHI
Federated Hermes, Inc.

Financial Services
1
New
$37.58 - $41.51 $37.6 - $41.5
1 $41K
NAMS
Newamsterdam Pharma CO Nv Shs
2
New
N/A
2 $41K
TLS
Telos Corp

Technology
17
New
$2.38 - $3.66 $40.5 - $62.2
17 $41K
COOK
Traeger, Inc.

Consumer Cyclical
24
New
$1.68 - $2.56 $40.3 - $61.4
24 $41K
HFFG
Hf Foods Group Inc.

Consumer Defensive
8
New
$1.7 - $4.9 $13.6 - $39.2
8 $40K
LZB
La Z Boy Inc

Consumer Cyclical
1
New
$38.0 - $48.02 $38 - $48
1 $40K
Sitio Royalties Corp
2
New
N/A
2 $40K
SYY
Sysco Corp

Consumer Defensive
1
+ 4.0%
$70.0 - $77.13 $70 - $77.1
26 $1.95M
EGAN
Egain Corp

Technology
8
New
$4.7 - $7.15 $37.6 - $57.2
8 $39K
Fs Bancorp Inc
1
New
N/A
1 $39K
TDUP
Thred Up Inc.

Consumer Cyclical
16
New
$1.28 - $2.97 $20.5 - $47.5
16 $39K
Apogee Therapeutics Inc
1
New
N/A
1 $38K
CMPX
Compass Therapeutics, Inc.

Healthcare
20
New
$1.4 - $3.9 $28 - $78
20 $38K
HGV
Hilton Grand Vacations Inc.

Consumer Cyclical
1
New
$33.7 - $43.19 $33.7 - $43.2
1 $38K
Lifezone Metals Limited
9
New
N/A
9 $38K
PACK
Ranpak Holdings Corp.

Consumer Cyclical
7
New
$5.39 - $8.43 $37.7 - $59
7 $38K
SHO
Sunstone Hotel Investors, Inc.

Real Estate
4
New
N/A
4 $38K
TKC
Turkcell Iletisim Hizmetleri A S

Communication Services
12
+ 9.68%
$5.83 - $7.58 $70 - $91
136 $846K
WFG
West Fraser Timber Co., LTD

Basic Materials
1
+ 25.0%
$75.63 - $92.16 $75.6 - $92.2
5 $385K
Bgc Group Inc
4
New
N/A
4 $37K
Cervomed Inc
4
New
N/A
4 $37K
CVBF
Cvb Financial Corp

Financial Services
2
New
$18.42 - $21.2 $36.8 - $42.4
2 $37K
CVRX
Cv Rx, Inc.

Healthcare
3
New
$11.05 - $18.4 $33.2 - $55.2
3 $37K
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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