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
FMNB
Farmers National Banc Corp

Financial Services
3
+ 0.12%
$11.92 - $13.89 $35.8 - $41.7
2.59K $35.7M
ED
Consolidated Edison Inc

Utilities
27
+ 36.49%
$98.05 - $113.3 $2.65K - $3.06K
101 $10.1M
EQT
Eqt Corp

Energy
24
+ 21.43%
$46.11 - $60.44 $1.11K - $1.45K
136 $7.93M
TROW
Price T Rowe Group Inc

Financial Services
18
+ 40.91%
$80.27 - $98.06 $1.44K - $1.77K
62 $5.95M
BBIO
Bridge Bio Pharma, Inc.

Healthcare
26
+ 27.96%
$30.14 - $45.12 $784 - $1.17K
119 $5.14M
AVPT
Ave Point, Inc.

Technology
83
+ 131.75%
$13.33 - $19.99 $1.11K - $1.66K
146 $2.82M
LEVI
Levi Strauss & CO

Consumer Cyclical
87
+ 85.29%
$12.42 - $18.62 $1.08K - $1.62K
189 $3.5M
AMTB
Amerant Bancorp Inc.

Financial Services
106
+ 557.89%
$16.58 - $20.89 $1.76K - $2.21K
125 $2.28M
DLR
Digital Realty Trust, Inc.

Real Estate
9
+ 90.0%
$136.11 - $177.69 $1.22K - $1.6K
19 $3.27M
MSGS
Madison Square Garden Sports Corp.

Communication Services
8
+ 57.14%
$175.61 - $208.95 $1.4K - $1.67K
22 $4.6M
GPC
Genuine Parts CO

Consumer Cyclical
15
+ 75.0%
$105.54 - $129.09 $1.58K - $1.94K
35 $4.25M
ASB
Associated Banc Corp

Financial Services
74
+ 246.67%
$18.91 - $24.56 $1.4K - $1.82K
104 $2.54M
FBHS
Fortune Brands Home & Security, Inc.

Industrials
36
+ 3600.0%
N/A
37 $1.91M
WWW
Wolverine World Wide Inc

Consumer Cyclical
98
+ 576.47%
$10.07 - $18.79 $987 - $1.84K
115 $2.08M
CG
Carlyle Group Inc.

Financial Services
34
+ 340.0%
$34.78 - $51.4 $1.18K - $1.75K
44 $2.26M
DNB
Dun & Bradstreet Holdings, Inc.

Financial Services
200
+ 4000.0%
$8.39 - $9.19 $1.68K - $1.84K
205 $1.86M
CROX
Crocs, Inc.

Consumer Cyclical
18
+ 900.0%
$88.67 - $120.26 $1.6K - $2.16K
20 $2.03M
CBRE
Cbre Group, Inc.

Real Estate
11
+ 37.93%
$113.94 - $140.12 $1.25K - $1.54K
40 $5.61M
WASH
Washington Trust Bancorp Inc

Financial Services
73
+ 73.0%
$26.08 - $30.06 $1.9K - $2.19K
173 $4.89M
OBNK
Origin Bancorp, Inc.

Financial Services
50
+ 384.62%
N/A
63 $2.25M
MLKN
Millerknoll, Inc.

Consumer Cyclical
92
+ 613.33%
$15.47 - $19.82 $1.42K - $1.82K
107 $2.08M
JOUT
Johnson Outdoors Inc

Consumer Cyclical
58
+ 1160.0%
$21.71 - $31.51 $1.26K - $1.83K
63 $1.91M
Amer Sports Inc
45
+ 1500.0%
N/A
48 $1.86M
BX
Blackstone Inc.

Financial Services
11
+ 100.0%
$120.07 - $151.11 $1.32K - $1.66K
22 $3.35M
CLDT
Chatham Lodging Trust

Real Estate
250
+ 1562.5%
$6.11 - $7.33 $1.53K - $1.83K
266 $1.86M
DOX
Amdocs LTD

Technology
19
+ 86.36%
$80.46 - $94.08 $1.53K - $1.79K
41 $3.74M
CHGG
Chegg, Inc

Consumer Defensive
1.37K
+ 1852.7%
$0.46 - $1.75 $631 - $2.4K
1.45K $1.75M
HTLD
Heartland Express Inc

Industrials
211
+ 100.48%
$7.37 - $9.3 $1.56K - $1.96K
421 $3.64M
ROP
Roper Technologies Inc

Industrials
4
+ 16.0%
$519.19 - $590.78 $2.08K - $2.36K
29 $16.4M
DENN
Denny'S Corp

Consumer Cyclical
409
+ 1168.57%
$2.91 - $4.64 $1.19K - $1.9K
444 $1.82M
UGI
Ugi Corp

Utilities
3
+ 0.64%
$30.18 - $36.59 $90.5 - $110
474 $17.3M
FAF
First American Financial Corp

Financial Services
28
+ 233.33%
$54.11 - $67.0 $1.52K - $1.88K
40 $2.46M
AXSM
Axsome Therapeutics, Inc.

Healthcare
19
+ 73.08%
$95.65 - $116.49 $1.82K - $2.21K
45 $4.7M
SNPS
Synopsys Inc

Technology
2
+ 25.0%
$380.9 - $517.66 $762 - $1.04K
10 $4.91M
VICI
Vici Properties Inc.

Real Estate
50
+ 72.46%
$29.41 - $32.97 $1.47K - $1.65K
119 $3.88M
CPRI
Capri Holdings LTD

Consumer Cyclical
92
+ 836.36%
$12.48 - $19.63 $1.15K - $1.81K
103 $1.82M
RSG
Republic Services, Inc.

Industrials
5
+ 6.02%
$227.2 - $258.07 $1.14K - $1.29K
88 $21.7M
CAG
Conagra Brands Inc.

Consumer Defensive
99
+ 141.43%
$20.4 - $26.78 $2.02K - $2.65K
169 $3.46M
FE
Firstenergy Corp

Utilities
40
+ 38.1%
$38.31 - $43.17 $1.53K - $1.73K
145 $5.84M
LEG
Leggett & Platt Inc

Consumer Cyclical
175
+ 729.17%
$6.56 - $9.72 $1.15K - $1.7K
199 $1.78M
WEX
Wex Inc.

Technology
11
+ 366.67%
$113.47 - $161.8 $1.25K - $1.78K
14 $2.06M
Solid Biosciences Inc
246
+ 77.36%
N/A
564 $2.75M
LNC
Lincoln National Corp

Financial Services
46
+ 230.0%
$28.95 - $37.27 $1.33K - $1.71K
66 $2.28M
LAB
Standard Biotools Inc.

Healthcare
1.19K
+ 108.58%
$0.92 - $1.27 $1.09K - $1.51K
2.29K $2.74M
LPLA
Lpl Financial Holdings Inc.

Financial Services
3
+ 33.33%
$283.31 - $388.96 $850 - $1.17K
12 $4.5M
L
Loews Corp

Financial Services
17
+ 53.13%
$80.89 - $92.09 $1.38K - $1.57K
49 $4.49M
ABC
Amerisourcebergen Corp

Healthcare
4
+ 25.0%
N/A
20 $6M
CVLT
Commvault Systems Inc

Technology
1
+ 1.22%
$139.35 - $190.99 $139 - $191
83 $14.5M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
36
+ 10.56%
$483.48 - $539.8 $17.4K - $19.4K
377 $183M
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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