True Wealth Design, LLC Purchases in Q2 2025

True Wealth Design, LLC

  • $284 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
APLS
Apellis Pharmaceuticals, Inc.

Healthcare
330
+ 139.24%
$16.36 - $23.0 $5.4K - $7.59K
567 $9.82M
VRTS
Virtus Investment Partners, Inc.

Financial Services
25
+ 500.0%
$143.2 - $185.33 $3.58K - $4.63K
30 $5.44M
BIGC
Big Commerce Holdings, Inc.

Technology
922
+ 1739.62%
$4.77 - $5.91 $4.4K - $5.45K
975 $4.88M
TPH
Tri Pointe Homes, Inc.

Consumer Cyclical
142
+ 32.05%
$28.96 - $32.46 $4.11K - $4.61K
585 $18.7M
MS
Morgan Stanley

Financial Services
2
+ 1.14%
$99.83 - $140.86 $200 - $282
178 $25.1M
IOT
Samsara Inc.

Technology
113
+ 1412.5%
$33.46 - $47.74 $3.78K - $5.39K
121 $4.81M
Techtarget Inc
581
+ 14525.0%
N/A
585 $4.55M
NTB
Bank Of N.T. Butterfield & Son LTD

Financial Services
98
+ 362.96%
$35.46 - $44.91 $3.48K - $4.4K
125 $5.54M
TTWO
Take Two Interactive Software Inc

Communication Services
18
+ 600.0%
$194.58 - $243.05 $3.5K - $4.37K
21 $5.1M
SAM
Boston Beer CO Inc

Consumer Defensive
25
+ 357.14%
$187.06 - $249.73 $4.68K - $6.24K
32 $6.11M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
6
+ 26.09%
$177.93 - $313.14 $1.07K - $1.88K
29 $9.18M
PAX
Patria Investments LTD

Financial Services
304
+ 821.62%
$9.68 - $14.06 $2.94K - $4.27K
341 $4.8M
TXT
Textron Inc

Industrials
52
+ 577.78%
$60.72 - $80.34 $3.16K - $4.18K
61 $4.9M
DLX
Deluxe Corp

Communication Services
266
+ 738.89%
$13.64 - $16.25 $3.63K - $4.32K
302 $4.81M
SCHW
Schwab Charles Corp

Financial Services
25
+ 16.78%
$69.06 - $91.24 $1.73K - $2.28K
174 $15.9M
EB
Eventbrite, Inc.

Technology
1.29K
+ 81.74%
$1.84 - $2.7 $2.37K - $3.48K
2.87K $7.54M
ELS
Equity Lifestyle Properties Inc

Real Estate
68
New
$61.46 - $68.02 $4.18K - $4.63K
68 $4.19M
STT
State Street Corp

Financial Services
29
+ 43.94%
$75.33 - $106.34 $2.18K - $3.08K
95 $10.1M
CRNC
Cerence Inc.

Technology
77
+ 5.24%
$6.88 - $10.21 $530 - $786
1.55K $15.8M
NBHC
National Bank Holdings Corp

Financial Services
111
New
$33.92 - $38.84 $3.77K - $4.31K
111 $4.18M
MNRO
Monro, Inc.

Consumer Cyclical
278
+ 661.9%
$12.22 - $17.26 $3.4K - $4.8K
320 $4.77M
VTYX
Ventyx Biosciences, Inc.

Healthcare
1.55K
+ 186.18%
$0.84 - $2.65 $1.3K - $4.1K
2.38K $5.1M
WABC
Westamerica Bancorporation

Financial Services
85
New
$43.72 - $50.7 $3.72K - $4.31K
85 $4.12M
SRI
Stoneridge Inc

Consumer Cyclical
548
+ 526.92%
$3.61 - $7.04 $1.98K - $3.86K
652 $4.59M
QLYS
Qualys, Inc.

Technology
21
+ 32.31%
$115.21 - $142.87 $2.42K - $3K
86 $12.3M
GIC
Global Industrial CO

Industrials
148
+ 778.95%
$21.07 - $27.56 $3.12K - $4.08K
167 $4.51M
KFRC
Kforce Inc

Industrials
99
New
$36.59 - $49.86 $3.62K - $4.94K
99 $4.07M
COIN
Coinbase Global, Inc.

Technology
10
+ 333.33%
$151.47 - $375.07 $1.51K - $3.75K
13 $4.56M
JOE
St Joe CO

Real Estate
84
+ 233.33%
$40.82 - $49.27 $3.43K - $4.14K
120 $5.72M
EA
Electronic Arts Inc.

Communication Services
18
+ 23.68%
$132.53 - $159.7 $2.39K - $2.87K
94 $15M
OFG
Ofg Bancorp

Financial Services
94
New
$34.78 - $43.28 $3.27K - $4.07K
94 $4.02M
Kindercare Learning Companie
399
+ 6650.0%
N/A
405 $4.09M
MHO
M/I Homes, Inc.

Consumer Cyclical
38
+ 29.46%
$103.9 - $115.72 $3.95K - $4.4K
167 $18.7M
VMI
Valmont Industries Inc

Industrials
9
+ 34.62%
$263.86 - $333.86 $2.37K - $3K
35 $11.4M
BC
Brunswick Corp

Consumer Cyclical
72
+ 900.0%
$41.93 - $58.37 $3.02K - $4.2K
80 $4.42M
ADTN
Adtran Inc

Technology
440
+ 314.29%
$7.18 - $8.97 $3.16K - $3.95K
580 $5.2M
CHRD
Oasis Petroleum Inc.

Energy
41
New
$82.03 - $113.54 $3.36K - $4.66K
41 $3.97M
FANG
Diamondback Energy, Inc.

Energy
32
+ 160.0%
$119.25 - $161.49 $3.82K - $5.17K
52 $7.15M
URI
United Rentals, Inc.

Industrials
4
+ 57.14%
$551.94 - $753.4 $2.21K - $3.01K
11 $8.31M
Linde PLC
8
+ 21.05%
N/A
46 $21.8M
ADT
Adt Inc.

Industrials
220
+ 3.6%
$7.54 - $8.6 $1.66K - $1.89K
6.34K $53.7M
IDXX
Idexx Laboratories Inc

Healthcare
5
+ 50.0%
$361.04 - $536.34 $1.81K - $2.68K
15 $8.2M
DHT
Dht Holdings, Inc.

Energy
357
New
$9.45 - $12.15 $3.37K - $4.34K
357 $3.86M
W
Wayfair Inc.

Consumer Cyclical
65
+ 232.14%
$24.14 - $51.22 $1.57K - $3.33K
93 $4.76M
AXON
Axon Enterprise, Inc.

Industrials
1
+ 10.0%
$497.13 - $827.94 $497 - $828
11 $9.11M
PARR
Par Pacific Holdings, Inc.

Energy
145
New
$12.23 - $27.87 $1.77K - $4.04K
145 $3.85M
SSTK
Shutterstock, Inc.

Communication Services
201
+ 352.63%
$14.55 - $19.81 $2.92K - $3.98K
258 $4.89M
MEI
Methode Electronics Inc

Technology
396
+ 2828.57%
$5.35 - $9.51 $2.12K - $3.77K
410 $3.9M
UUUU
Energy Fuels Inc

Energy
662
New
$3.44 - $5.9 $2.28K - $3.91K
662 $3.81M
Activity Summary
Buys All Purchases 1446 New Holdings 238 Increased Positions 1208 Sells All Sells 780 Reductions 778 Sold out 2 Options Calls 0 Puts 0
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