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
FIGS
Figs, Inc.

Consumer Cyclical
8
New
$4.33 - $6.18 $34.6 - $49.4
8 $37K
FULT
Fulton Financial Corp

Financial Services
2
New
$17.24 - $21.11 $34.5 - $42.2
2 $37K
GFS
Globalfoundries Inc.

Technology
1
New
$36.53 - $46.01 $36.5 - $46
1 $37K
KOD
Kodiak Sciences Inc.

Healthcare
13
New
$2.81 - $9.57 $36.5 - $124
13 $37K
NRDY
Nerdy Inc.

Technology
26
New
$1.42 - $1.97 $36.9 - $51.2
26 $37K
RTO
Rentokil Initial PLC

Industrials
3
+ 23.08%
$20.76 - $27.11 $62.3 - $81.3
16 $367K
FFIN
First Financial Bankshares Inc

Financial Services
1
New
$34.78 - $38.52 $34.8 - $38.5
1 $36K
Innovex International Inc
2
New
N/A
2 $36K
Maui Ld & Pineapple Inc
2
New
N/A
2 $36K
STRS
Stratus Properties Inc

Real Estate
2
New
$17.65 - $20.67 $35.3 - $41.3
2 $36K
AKYA
Akoya Biosciences, Inc.

Healthcare
25
New
$1.39 - $3.23 $34.8 - $80.8
25 $35K
AMPX
Amprius Technologies, Inc.

Industrials
13
New
$1.78 - $3.84 $23.1 - $49.9
13 $35K
CDXS
Codexis, Inc.

Healthcare
13
New
$2.53 - $5.43 $32.9 - $70.6
13 $35K
NNOX
Nano X Imaging Ltd.

Healthcare
7
New
$5.0 - $9.97 $35 - $69.8
7 $35K
BRT
Brt Apartments Corp.

Real Estate
2
New
$16.94 - $18.87 $33.9 - $37.7
2 $34K
CRNX
Crinetics Pharmaceuticals, Inc.

Healthcare
1
New
$32.3 - $53.15 $32.3 - $53.2
1 $34K
JMSB
John Marshall Bancorp, Inc.

Financial Services
2
New
$16.52 - $20.07 $33 - $40.1
2 $34K
MVIS
Microvision, Inc.

Technology
27
New
N/A
27 $34K
OSUR
Orasure Technologies Inc

Healthcare
10
New
$3.06 - $4.11 $30.6 - $41.1
10 $34K
RDW
Redwire Corp

Industrials
4
New
$8.29 - $25.66 $33.2 - $103
4 $34K
SEM
Select Medical Holdings Corp

Healthcare
2
New
$16.56 - $20.38 $33.1 - $40.8
2 $34K
ANNX
Annexon, Inc.

Healthcare
17
New
$1.93 - $5.5 $32.8 - $93.5
17 $33K
EBC
Eastern Bankshares, Inc.

Financial Services
2
New
$15.29 - $19.15 $30.6 - $38.3
2 $33K
HYLN
Hyliion Holdings Corp.

Consumer Cyclical
23
New
$1.4 - $2.67 $32.2 - $61.4
23 $33K
KRC
Kilroy Realty Corp

Real Estate
1
New
$32.02 - $40.63 $32 - $40.6
1 $33K
LPL
Lg Display Co., Ltd.

Technology
8
+ 3.7%
$3.08 - $3.49 $24.6 - $27.9
224 $697K
LYEL
Lyell Immunopharma, Inc.

Healthcare
60
New
$0.48 - $0.74 $28.8 - $44.4
60 $33K
PLSE
Pulse Biosciences, Inc.

Healthcare
2
New
$15.61 - $24.56 $31.2 - $49.1
2 $33K
TLYS
Tilly'S, Inc.

Consumer Cyclical
15
New
$2.19 - $4.56 $32.9 - $68.4
15 $33K
ULBI
Ultralife Corp

Industrials
6
New
$5.33 - $8.15 $32 - $48.9
6 $33K
VHI
Valhi Inc

Basic Materials
2
New
$15.91 - $24.39 $31.8 - $48.8
2 $33K
VTSI
Vir Tra, Inc

Industrials
8
New
$4.07 - $7.04 $32.6 - $56.3
8 $33K
ZWS
Zurn Water Solutions Corp

Industrials
1
New
$32.38 - $39.44 $32.4 - $39.4
1 $33K
ABOS
Acumen Pharmaceuticals, Inc.

Healthcare
29
New
$1.1 - $1.9 $31.9 - $55.1
29 $32K
AUB
Atlantic Union Bankshares Corp

Financial Services
1
New
$30.68 - $39.07 $30.7 - $39.1
1 $32K
ESPR
Esperion Therapeutics, Inc.

Healthcare
22
New
$1.44 - $2.34 $31.7 - $51.5
22 $32K
ADGI
Adagio Therapeutics, Inc.

Healthcare
52
New
N/A
52 $32K
LBRT
Liberty Energy Inc.

Energy
2
New
$14.13 - $23.12 $28.3 - $46.2
2 $32K
Perspective Therapeutics Inc
15
New
N/A
15 $32K
SMID
Smith Midland Corp

Basic Materials
1
New
$31.07 - $44.55 $31.1 - $44.6
1 $32K
NOVA
Sunnova Energy International Inc.

Technology
85
New
$0.3 - $4.51 $25.5 - $383
85 $32K
DXLG
Destination Xl Group, Inc.

Consumer Cyclical
21
New
$1.45 - $3.08 $30.5 - $64.7
21 $31K
ULCC
Frontier Group Holdings, Inc.

Industrials
7
New
$4.34 - $10.06 $30.4 - $70.4
7 $31K
GEO
Geo Group Inc

Real Estate
1
+ 100.0%
$22.92 - $35.35 $22.9 - $35.4
2 $59K
KROS
Keros Therapeutics, Inc.

Healthcare
3
New
$10.15 - $16.1 $30.5 - $48.3
3 $31K
Klaviyo Inc
1
New
N/A
1 $31K
Rapport Therapeutics Inc
3
New
N/A
3 $31K
ENOB
Enochian Biosciences Inc

Healthcare
56
New
N/A
56 $31K
RSVR
Reservoir Media, Inc.

Communication Services
4
New
$7.25 - $8.54 $29 - $34.2
4 $31K
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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