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
OTEX
Open Text Corp

Technology
14
+ 127.27%
$23.04 - $29.2 $323 - $409
25 $730K
CAR
Avis Budget Group, Inc.

Industrials
1
+ 33.33%
$62.86 - $179.3 $62.9 - $179
4 $677K
NXDT
Nexpoint Diversified Real Estate Trust

Financial Services
105
+ 583.33%
$3.37 - $4.33 $354 - $455
123 $516K
SNAP
Snap Inc

Communication Services
51
+ 55.43%
$7.23 - $9.21 $369 - $470
143 $1.24M
UBSI
United Bankshares Inc

Financial Services
12
+ 600.0%
$31.5 - $37.32 $378 - $448
14 $511K
NGG
National Grid PLC

Utilities
2
+ 6.06%
$62.74 - $74.79 $125 - $150
35 $2.61M
RDN
Radian Group Inc

Financial Services
9
+ 23.08%
$30.48 - $36.53 $274 - $329
48 $1.73M
ZYXI
Zynex Inc

Healthcare
167
+ 795.24%
$1.66 - $2.61 $277 - $436
188 $486K
Site Ctrs Corp
41
+ 215.79%
N/A
60 $679K
WCN
Waste Connections, Inc.

Industrials
3
+ 20.0%
$183.26 - $199.95 $550 - $600
18 $3.36M
PWP
Perella Weinberg Partners

Financial Services
21
+ 131.25%
$15.45 - $19.88 $324 - $417
37 $719K
MRTN
Marten Transport LTD

Industrials
35
+ 68.63%
$12.69 - $13.95 $444 - $488
86 $1.12M
LXRX
Lexicon Pharmaceuticals, Inc.

Healthcare
124
+ 20.03%
$0.42 - $0.95 $52.1 - $118
743 $703K
TRU
Trans Union

Industrials
3
+ 10.0%
$69.26 - $91.89 $208 - $276
33 $2.9M
TPG
Tpg Inc.

Financial Services
4
+ 10.0%
$39.68 - $53.09 $159 - $212
44 $2.31M
SONY
Sony Group Corp

Technology
5
+ 1.15%
$21.24 - $26.88 $106 - $134
440 $11.5M
GMAB
Genmab A/S

Healthcare
18
+ 56.25%
$17.98 - $23.09 $324 - $416
50 $1.03M
ALGT
Allegiant Travel CO

Industrials
7
+ 116.67%
$40.9 - $59.35 $286 - $415
13 $715K
Sitio Royalties Corp
22
+ 1100.0%
N/A
24 $442K
Primo Brands Corporation
14
+ 466.67%
N/A
17 $504K
TPX
Tempur Sealy International, Inc.

Consumer Cyclical
5
+ 83.33%
N/A
11 $749K
HRB
H&R Block Inc

Consumer Cyclical
7
+ 233.33%
$54.32 - $63.04 $380 - $441
10 $549K
GOLF
Acushnet Holdings Corp.

Consumer Cyclical
5
+ 125.0%
$56.27 - $73.32 $281 - $367
9 $656K
Kyverna Therapeutics Inc
66
+ 42.86%
N/A
220 $676K
INBK
First Internet Bancorp

Financial Services
14
+ 466.67%
$20.26 - $27.75 $284 - $389
17 $458K
Everus Constr Group
3
+ 42.86%
N/A
10 $636K
OLO
Olo Inc.

Technology
19
+ 26.76%
$5.84 - $9.7 $111 - $184
90 $801K
EPC
Edgewell Personal Care CO

Consumer Defensive
18
+ 257.14%
$22.79 - $31.7 $410 - $571
25 $586K
SKIN
Beauty Health CO

Consumer Defensive
187
+ 1335.71%
$0.82 - $1.95 $153 - $365
201 $384K
PLAY
Dave & Buster'S Entertainment, Inc.

Communication Services
10
+ 200.0%
$16.06 - $32.77 $161 - $328
15 $452K
JYNT
Joint Corp

Healthcare
32
+ 640.0%
$9.7 - $12.51 $310 - $400
37 $427K
PAC
Pacific Airport Group

Industrials
1
+ 33.33%
$175.11 - $238.95 $175 - $239
4 $919K
JKHY
Henry Jack & Associates Inc

Technology
2
+ 200.0%
$163.54 - $186.02 $327 - $372
3 $541K
NTR
Nutrien Ltd.

Basic Materials
2
+ 7.14%
$46.88 - $62.89 $93.8 - $126
30 $1.75M
RMR
Rmr Group Inc.

Real Estate
23
+ 32.86%
$13.89 - $16.68 $319 - $384
93 $1.52M
AVTR
Avantor, Inc.

Basic Materials
53
+ 40.46%
$11.94 - $16.29 $633 - $863
184 $2.48M
NUVL
Nuvalent, Inc.

Healthcare
4
+ 57.14%
$59.32 - $79.68 $237 - $319
11 $840K
CRNX
Crinetics Pharmaceuticals, Inc.

Healthcare
12
+ 1200.0%
$25.56 - $33.76 $307 - $405
13 $374K
NAMS
Newamsterdam Pharma CO Nv Shs
19
+ 950.0%
N/A
21 $381K
CNI
Canadian National Railway CO

Industrials
2
+ 10.0%
$92.66 - $108.13 $185 - $216
22 $2.29M
LCTX
Lineage Cell Therapeutics, Inc.

Healthcare
322
+ 335.42%
$0.39 - $1.13 $126 - $364
418 $380K
Astera Labs Inc
3
+ 150.0%
N/A
5 $453K
DOCN
Digital Ocean Holdings, Inc.

Technology
13
+ 162.5%
$25.91 - $35.19 $337 - $457
21 $600K
TGLS
Tecnoglass Inc.

Basic Materials
4
+ 100.0%
$62.7 - $88.42 $251 - $354
8 $619K
STAG
Stag Industrial, Inc.

Real Estate
9
+ 450.0%
$30.08 - $37.02 $271 - $333
11 $400K
ELY
Callaway Golf CO

Consumer Cyclical
40
+ 1333.33%
N/A
43 $347K
BFB
Brown Forman Corp Cl B
28
+ 45.9%
N/A
89 $2.4M
MBUU
Malibu Boats, Inc.

Consumer Cyclical
10
+ 111.11%
$25.17 - $33.43 $252 - $334
19 $596K
MOD
Modine Manufacturing CO

Consumer Cyclical
1
+ 10.0%
$69.3 - $105.57 $69.3 - $106
11 $1.08M
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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