True Wealth Design, LLC Incresed Positions in Q2 2025

True Wealth Design, LLC

  • $284 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
FULT
Fulton Financial Corp

Financial Services
173
+ 8650.0%
$15.13 - $18.4 $2.62K - $3.18K
175 $3.16M
F
Ford Motor CO

Consumer Cyclical
263
+ 83.49%
$8.69 - $10.85 $2.29K - $2.85K
578 $6.27M
VNT
Vontier Corp

Technology
79
+ 164.58%
$28.04 - $37.3 $2.22K - $2.95K
127 $4.69M
BMI
Badger Meter Inc

Technology
12
+ 400.0%
$170.72 - $254.17 $2.05K - $3.05K
15 $3.68M
AVDX
Avid Xchange Holdings, Inc.

Technology
303
+ 644.68%
$7.21 - $9.8 $2.18K - $2.97K
350 $3.43M
D
Dominion Energy, Inc

Utilities
52
+ 31.33%
$49.66 - $58.0 $2.58K - $3.02K
218 $12.3M
GLDD
Great Lakes Dredge & Dock Corp

Industrials
212
+ 172.36%
$8.04 - $12.35 $1.7K - $2.62K
335 $4.08M
DT
Dynatrace, Inc.

Technology
25
+ 12.38%
$41.21 - $55.9 $1.03K - $1.4K
227 $12.5M
PPC
Pilgrims Pride Corp

Consumer Defensive
67
+ 6700.0%
$44.55 - $56.26 $2.98K - $3.77K
68 $3.06M
WTFC
Wintrust Financial Corp

Financial Services
22
+ 95.65%
$95.17 - $124.21 $2.09K - $2.73K
45 $5.58M
ENOV
Enovis Corp

Industrials
100
+ 416.67%
$29.65 - $37.35 $2.97K - $3.74K
124 $3.89M
DH
Definitive Healthcare Corp.

Healthcare
750
+ 4166.67%
$2.45 - $4.0 $1.84K - $3K
768 $3M
SVC
Service Properties Trust

Real Estate
1.23K
+ 13633.33%
$1.78 - $2.63 $2.18K - $3.23K
1.24K $2.96M
WOOF
Petco Health & Wellness Company, Inc.

Consumer Cyclical
1.03K
+ 10310.0%
N/A
1.04K $2.95M
LBRT
Liberty Energy Inc.

Energy
253
+ 12650.0%
$10.0 - $16.08 $2.53K - $4.07K
255 $2.93M
Sharkninja Inc
28
+ 350.0%
N/A
36 $3.56M
PWR
Quanta Services, Inc.

Industrials
4
+ 36.36%
$239.47 - $381.26 $958 - $1.53K
15 $5.67M
STX
Seagate Technology Holdings PLC

Technology
9
+ 34.62%
$66.54 - $144.33 $599 - $1.3K
35 $5.05M
SQ
Block, Inc.

Technology
38
+ 211.11%
N/A
56 $3.77M
FDX
Fedex Corp

Industrials
14
+ 63.64%
$198.07 - $245.17 $2.77K - $3.43K
36 $8.22M
QCRH
Qcr Holdings Inc

Financial Services
42
+ 420.0%
$63.6 - $71.9 $2.67K - $3.02K
52 $3.53M
AUB
Atlantic Union Bankshares Corp

Financial Services
89
+ 8900.0%
$23.85 - $32.24 $2.12K - $2.87K
90 $2.82M
OMF
One Main Holdings, Inc.

Financial Services
47
+ 391.67%
$40.42 - $57.0 $1.9K - $2.68K
59 $3.36M
KMI
Kinder Morgan, Inc.

Energy
54
+ 4.06%
$25.21 - $29.4 $1.36K - $1.59K
1.38K $40.7M
CVNA
Carvana Co.

Consumer Cyclical
5
+ 62.5%
$162.57 - $345.64 $813 - $1.73K
13 $4.38M
LBRDK
Liberty Broadband Corp

Communication Services
23
+ 71.88%
$73.65 - $101.29 $1.69K - $2.33K
55 $5.41M
UFCS
United Fire Group Inc

Financial Services
93
+ 930.0%
$25.7 - $29.65 $2.39K - $2.76K
103 $2.96M
CTVA
Corteva, Inc.

Basic Materials
19
+ 17.76%
$55.52 - $74.53 $1.05K - $1.42K
126 $9.42M
NEM
Newmont Corp

Basic Materials
27
+ 25.23%
$44.18 - $59.46 $1.19K - $1.61K
134 $7.8M
LENB
Lennar Corporation Cl B
26
+ 92.86%
N/A
54 $5.68M
PCOR
Procore Technologies, Inc.

Technology
37
+ 90.24%
$56.26 - $72.4 $2.08K - $2.68K
78 $5.34M
XYL
Xylem Inc.

Industrials
16
+ 28.57%
$102.86 - $129.5 $1.65K - $2.07K
72 $9.31M
NEO
Neogenomics Inc

Healthcare
390
+ 364.49%
$6.4 - $10.27 $2.5K - $4.01K
497 $3.63M
DCI
Donaldson CO Inc

Industrials
35
+ 48.61%
$59.18 - $71.02 $2.07K - $2.49K
107 $7.42M
PRCH
Porch Group, Inc.

Technology
218
+ 5450.0%
$4.66 - $11.94 $1.02K - $2.6K
222 $2.62M
UPST
Upstart Holdings, Inc.

Financial Services
23
+ 38.98%
$34.8 - $64.85 $800 - $1.49K
82 $5.3M
VMC
Vulcan Materials CO

Basic Materials
4
+ 7.14%
$226.49 - $276.01 $906 - $1.1K
60 $15.7M
KR
Kroger CO

Consumer Defensive
28
+ 20.59%
$64.62 - $74.0 $1.81K - $2.07K
164 $11.8M
DRH
Diamond Rock Hospitality CO

Real Estate
333
+ 2775.0%
$6.4 - $7.99 $2.13K - $2.66K
345 $2.64M
SKYW
Skywest Inc

Industrials
11
+ 12.22%
$79.41 - $103.84 $874 - $1.14K
101 $10.4M
MAA
Mid America Apartment Communities Inc.

Real Estate
23
+ 51.11%
$145.91 - $168.0 $3.36K - $3.86K
68 $10.1M
SGH
Smart Global Holdings, Inc.

Technology
123
+ 384.38%
N/A
155 $3.07M
RE
Everest Re Group LTD

Financial Services
8
+ 88.89%
N/A
17 $5.78M
RPAY
Repay Holdings Corp

Technology
526
+ 992.45%
$3.71 - $5.77 $1.95K - $3.04K
579 $2.79M
MTSI
Macom Technology Solutions Holdings, Inc.

Technology
15
+ 187.5%
$87.64 - $143.29 $1.31K - $2.15K
23 $3.3M
BPOP
Popular, Inc.

Financial Services
8
+ 8.99%
$81.63 - $110.51 $653 - $884
97 $10.7M
OHI
Omega Healthcare Investors Inc

Real Estate
76
+ 34.23%
$35.55 - $39.05 $2.7K - $2.97K
298 $10.9M
INGR
Ingredion Inc

Consumer Defensive
18
+ 32.14%
$123.22 - $140.95 $2.22K - $2.54K
74 $10M
CUZ
Cousins Properties Inc

Real Estate
80
+ 76.92%
$25.15 - $30.53 $2.01K - $2.44K
184 $5.53M
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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