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
MSBI
Midland States Bancorp, Inc.

Financial Services
141
+ 195.83%
$15.14 - $18.77 $2.13K - $2.65K
213 $3.69M
CNHI
Cnh Industrial N.V.

Industrials
110
+ 7.28%
N/A
1.62K $21M
NRDS
Nerdwallet, Inc.

Financial Services
195
+ 121.12%
$7.8 - $11.85 $1.52K - $2.31K
356 $3.91M
MOV
Movado Group Inc

Consumer Cyclical
162
+ 771.43%
$13.07 - $17.42 $2.12K - $2.82K
183 $2.79M
ALIT
Alight, Inc.

Technology
432
+ 1107.69%
$4.69 - $5.89 $2.03K - $2.54K
471 $2.67M
MBWM
Mercantile Bank Corp

Financial Services
52
+ 742.86%
$38.53 - $46.41 $2K - $2.41K
59 $2.74M
SBH
Sally Beauty Holdings, Inc.

Consumer Cyclical
262
+ 1048.0%
$7.79 - $9.98 $2.04K - $2.61K
287 $2.66M
CCI
Crown Castle International Corp

Real Estate
24
+ 100.0%
$94.83 - $107.06 $2.28K - $2.57K
48 $4.94M
ALSN
Allison Transmission Holdings Inc

Consumer Cyclical
27
+ 13.04%
$84.41 - $106.28 $2.28K - $2.87K
234 $22.2M
REZI
Resideo Technologies, Inc.

Industrials
107
+ 764.29%
$14.69 - $22.46 $1.57K - $2.4K
121 $2.67M
MUR
Murphy Oil Corp

Energy
105
+ 3500.0%
$19.62 - $29.21 $2.06K - $3.07K
108 $2.43M
EQIX
Equinix Inc

Real Estate
3
+ 100.0%
$740.07 - $914.43 $2.22K - $2.74K
6 $4.85M
AWI
Armstrong World Industries Inc

Industrials
9
+ 22.5%
$126.1 - $163.12 $1.13K - $1.47K
49 $7.96M
IT
Gartner Inc

Technology
6
+ 85.71%
$377.5 - $449.52 $2.27K - $2.7K
13 $5.26M
NVS
Novartis Ag

Healthcare
9
+ 7.09%
$101.96 - $121.01 $918 - $1.09K
136 $16.5M
ATUS
Altice Usa, Inc.

Communication Services
1.09K
+ 1785.25%
$1.99 - $2.83 $2.17K - $3.08K
1.15K $2.46M
NAT
Nordic American Tankers LTD

Industrials
864
+ 714.05%
N/A
985 $2.59M
SYY
Sysco Corp

Consumer Defensive
30
+ 115.38%
$68.0 - $75.91 $2.04K - $2.28K
56 $4.24M
BLZE
Backblaze, Inc.

Technology
389
+ 176.02%
$4.26 - $5.98 $1.66K - $2.33K
610 $3.36M
AMT
American Tower Corp

Real Estate
10
+ 45.45%
$203.96 - $228.19 $2.04K - $2.28K
32 $7.04M
NCLH
Norwegian Cruise Line Holdings Ltd.

Consumer Cyclical
112
+ 1244.44%
$15.5 - $20.28 $1.74K - $2.27K
121 $2.45M
SHAK
Shake Shack Inc.

Consumer Cyclical
14
+ 233.33%
$75.85 - $140.6 $1.06K - $1.97K
20 $2.81M
Fortrea Hldgs Inc
1.05K
+ 94.49%
N/A
2.15K $10.6M
KMB
Kimberly Clark Corp

Consumer Defensive
23
+ 43.4%
$126.84 - $145.22 $2.92K - $3.34K
76 $9.77M
FOXA
Fox Corp

Communication Services
42
+ 21.54%
$47.21 - $57.04 $1.98K - $2.4K
237 $13.3M
ODFL
Old Dominion Freight Line, Inc.

Industrials
14
+ 107.69%
$146.74 - $176.07 $2.05K - $2.46K
27 $4.38M
FL
Foot Locker, Inc.

Consumer Cyclical
88
+ 1257.14%
$11.12 - $24.5 $979 - $2.16K
95 $2.33M
INVH
Invitation Homes Inc.

Real Estate
68
+ 1360.0%
$30.53 - $35.47 $2.08K - $2.41K
73 $2.4M
EW
Edwards Lifesciences Corp

Healthcare
22
+ 27.16%
$67.07 - $78.22 $1.48K - $1.72K
103 $8.06M
RMD
Resmed Inc

Healthcare
2
+ 4.08%
$204.54 - $258.0 $409 - $516
51 $13.1M
EXC
Exelon Corp

Utilities
61
+ 33.33%
$42.2 - $47.37 $2.57K - $2.89K
244 $10.6M
CHCT
Community Healthcare Trust Inc

Real Estate
133
+ 391.18%
$14.97 - $18.3 $1.99K - $2.43K
167 $2.78M
RDVT
Red Violet, Inc.

Technology
42
+ 525.0%
$34.9 - $50.36 $1.47K - $2.12K
50 $2.46M
PRGO
Perrigo CO PLC

Healthcare
87
+ 66.92%
$24.36 - $27.91 $2.12K - $2.43K
217 $5.8M
K
Kellogg CO

Consumer Defensive
28
+ 93.33%
$77.85 - $82.88 $2.18K - $2.32K
58 $4.61M
PAYX
Paychex Inc

Industrials
17
+ 44.74%
$137.01 - $159.78 $2.33K - $2.72K
55 $8.02M
DUK
Duke Energy Corp

Utilities
21
+ 24.42%
$112.46 - $124.05 $2.36K - $2.61K
107 $12.6M
ETR
Entergy Corp

Utilities
26
+ 81.25%
$79.01 - $86.61 $2.05K - $2.25K
58 $4.82M
ACGL
Arch Capital Group Ltd.

Financial Services
23
+ 328.57%
$84.99 - $96.82 $1.95K - $2.23K
30 $2.73M
QNST
Quinstreet, Inc

Communication Services
134
+ 174.03%
$14.71 - $18.96 $1.97K - $2.54K
211 $3.4M
HAIN
Hain Celestial Group Inc

Consumer Defensive
1.55K
+ 1217.32%
$1.45 - $4.16 $2.24K - $6.43K
1.67K $2.54M
PHR
Phreesia, Inc.

Healthcare
68
+ 323.81%
$23.25 - $28.49 $1.58K - $1.94K
89 $2.53M
INFA
Informatica Inc.

Technology
72
+ 205.71%
$15.86 - $24.35 $1.14K - $1.75K
107 $2.61M
VNDA
Vanda Pharmaceuticals Inc.

Healthcare
420
+ 5250.0%
$3.92 - $4.82 $1.65K - $2.02K
428 $2.02M
FAST
Fastenal CO

Industrials
87
+ 185.11%
$40.65 - $83.16 $3.54K - $7.23K
134 $5.63M
MYRG
Myr Group Inc.

Industrials
6
+ 46.15%
$101.85 - $182.61 $611 - $1.1K
19 $3.45M
MTX
Minerals Technologies Inc

Basic Materials
36
+ 3600.0%
$50.93 - $63.06 $1.83K - $2.27K
37 $2.04M
DNUT
Krispy Kreme, Inc.

Consumer Defensive
688
+ 4300.0%
$2.57 - $4.95 $1.77K - $3.41K
704 $2.05M
INSW
International Seaways, Inc.

Energy
53
+ 481.82%
$28.76 - $40.96 $1.52K - $2.17K
64 $2.34M
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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