True Wealth Design, LLC Incresed Positions in Q3 2025

True Wealth Design, LLC

  • $327 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
FTS
Fortis Inc.

Utilities
112
+ 448.0%
$46.83 - $50.85 $5.24K - $5.7K
137 $6.95M
AGCO
Agco Corp

Industrials
53
+ 481.82%
$106.41 - $117.97 $5.64K - $6.25K
64 $6.85M
ACM
Aecom

Industrials
41
+ 195.24%
$111.08 - $132.99 $4.55K - $5.45K
62 $8.08M
CIVI
Civitas Resources, Inc.

Energy
161
+ 187.21%
$27.85 - $37.37 $4.48K - $6.02K
247 $8.03M
RPAY
Repay Holdings Corp

Technology
1.04K
+ 179.1%
$4.64 - $5.96 $4.81K - $6.18K
1.62K $8.45M
SCHL
Scholastic Corp

Communication Services
151
+ 64.81%
$21.03 - $27.56 $3.18K - $4.16K
384 $10.5M
HTH
Hilltop Holdings Inc.

Financial Services
140
+ 47.95%
$29.57 - $35.74 $4.14K - $5K
432 $14.4M
SHC
Sotera Health CO

Healthcare
345
+ 1189.66%
$11.01 - $16.5 $3.8K - $5.69K
374 $5.88M
WAT
Waters Corp

Healthcare
20
+ 222.22%
$277.72 - $357.04 $5.55K - $7.14K
29 $8.7M
RDN
Radian Group Inc

Financial Services
153
+ 318.75%
$32.61 - $37.23 $4.99K - $5.7K
201 $7.28M
LNG
Cheniere Energy, Inc.

Energy
33
+ 12.31%
$222.68 - $244.28 $7.35K - $8.06K
301 $70.7M
MKSI
Mks Instruments Inc

Technology
35
+ 79.55%
$89.62 - $129.92 $3.14K - $4.55K
79 $9.78M
WEC
Wec Energy Group, Inc.

Utilities
42
+ 89.36%
$103.66 - $114.59 $4.35K - $4.81K
89 $10.2M
SIG
Signet Jewelers LTD

Consumer Cyclical
1
+ 0.32%
$74.31 - $96.87 $74.3 - $96.9
316 $30.3M
UHAL
Amerco

Industrials
92
+ 1533.33%
$55.87 - $63.85 $5.14K - $5.87K
98 $5.59M
CSTM
Constellium Se

Basic Materials
297
+ 59.28%
$13.08 - $16.36 $3.88K - $4.86K
798 $11.9M
LPG
Dorian Lpg Ltd.

Energy
80
+ 15.69%
$24.6 - $32.7 $1.97K - $2.62K
590 $17.6M
CDNS
Cadence Design Systems Inc

Technology
5
+ 6.41%
$309.46 - $373.37 $1.55K - $1.87K
83 $29.1M
STLD
Steel Dynamics Inc

Basic Materials
10
+ 3.09%
N/A
334 $46.6M
COUR
Coursera, Inc.

Consumer Defensive
7
+ 0.41%
$8.09 - $12.7 $56.6 - $88.9
1.7K $19.9M
AES
Aes Corp

Utilities
372
+ 563.64%
$10.77 - $13.94 $4.01K - $5.19K
438 $5.77M
EHC
Encompass Health Corp

Healthcare
35
+ 25.18%
$107.13 - $127.02 $3.75K - $4.45K
174 $22.1M
Linde PLC
10
+ 21.74%
N/A
56 $26.8M
WTFC
Wintrust Financial Corp

Financial Services
35
+ 77.78%
$122.55 - $139.81 $4.29K - $4.89K
80 $10.6M
TNET
Trinet Group, Inc.

Industrials
76
+ 475.0%
$62.83 - $75.19 $4.78K - $5.71K
92 $6.15M
CCS
Century Communities, Inc.

Consumer Cyclical
71
+ 104.41%
$56.29 - $69.8 $4K - $4.96K
139 $8.81M
PKX
Posco Holdings Inc.

Basic Materials
100
+ 263.16%
$48.73 - $61.15 $4.87K - $6.12K
138 $6.79M
AMD
Advanced Micro Devices Inc

Technology
21
+ 26.92%
$134.8 - $184.42 $2.83K - $3.87K
99 $16M
PTCT
Ptc Therapeutics, Inc.

Healthcare
41
+ 21.81%
$43.3 - $62.88 $1.78K - $2.58K
229 $14.1M
RRX
Regal Rexnord Corp

Industrials
34
+ 425.0%
$137.95 - $159.91 $4.69K - $5.44K
42 $6.03M
WPM
Wheaton Precious Metals Corp.

Basic Materials
41
+ 341.67%
$86.72 - $111.84 $3.56K - $4.59K
53 $5.93M
EXC
Exelon Corp

Utilities
99
+ 40.57%
$42.73 - $45.54 $4.23K - $4.51K
343 $15.4M
TKR
Timken CO

Industrials
63
+ 370.59%
$73.5 - $81.69 $4.63K - $5.15K
80 $6.02M
WTS
Watts Water Technologies Inc

Industrials
14
+ 53.85%
$247.02 - $285.86 $3.46K - $4K
40 $11.2M
BHLB
Berkshire Hills Bancorp Inc

Financial Services
212
+ 111.58%
$24.04 - $27.04 $5.1K - $5.73K
402 $9.53M
KIM
Kimco Realty Corp

Real Estate
217
+ 571.05%
$20.74 - $22.79 $4.5K - $4.95K
255 $5.57M
DINO
Hf Sinclair Corp

Energy
30
+ 10.56%
$42.11 - $54.01 $1.26K - $1.62K
314 $16.4M
CTRA
Coterra Energy Inc.

Energy
292
+ 23.23%
$23.09 - $25.45 $6.74K - $7.43K
1.55K $36.6M
CNQ
Canadian Natural Resources LTD

Energy
146
+ 131.53%
$29.31 - $32.93 $4.28K - $4.81K
257 $8.21M
FNV
Franco Nevada Corp

Basic Materials
19
+ 237.5%
$154.4 - $222.91 $2.93K - $4.24K
27 $6.02M
TRP
Tc Energy Corp

Energy
82
+ 190.7%
$46.58 - $54.41 $3.82K - $4.46K
125 $6.8M
BEN
Franklin Resources Inc

Financial Services
206
+ 239.53%
$23.13 - $26.03 $4.76K - $5.36K
292 $6.75M
MTX
Minerals Technologies Inc

Basic Materials
71
+ 191.89%
$56.48 - $65.45 $4.01K - $4.65K
108 $6.71M
VRTS
Virtus Investment Partners, Inc.

Financial Services
23
+ 76.67%
$187.14 - $213.98 $4.3K - $4.92K
53 $10.1M
NDSN
Nordson Corp

Industrials
20
+ 333.33%
$209.25 - $227.98 $4.19K - $4.56K
26 $5.9M
JEF
Jefferies Financial Group Inc.

Financial Services
57
+ 70.37%
$54.67 - $70.36 $3.12K - $4.01K
138 $9.03M
CMC
Commercial Metals CO

Basic Materials
12
+ 2.58%
$50.28 - $59.79 $603 - $717
477 $27.3M
PSO
Pearson PLC

Communication Services
323
+ 1041.94%
$13.86 - $15.1 $4.48K - $4.88K
354 $5.01M
FOR
Forestar Group Inc.

Real Estate
6
+ 0.9%
$20.87 - $28.72 $125 - $172
671 $17.8M
Activity Summary
Buys All Purchases 1682 New Holdings 361 Increased Positions 1321 Sells All Sells 447 Reductions 447 Sold out 0 Options Calls 0 Puts 0
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