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
STN
Stantec Inc

Industrials
1
+ 12.5%
$78.92 - $109.58 $78.9 - $110
9 $979K
Veralto Corp
2
+ 6.25%
N/A
34 $3.43M
HBI
Hanesbrands Inc.

Consumer Cyclical
80
+ 173.91%
$4.32 - $5.95 $346 - $476
126 $578K
MERC
Mercer International Inc.

Basic Materials
222
+ 125.42%
$3.37 - $5.96 $748 - $1.32K
399 $1.4M
SMMT
Summit Therapeutics Inc.

Healthcare
14
+ 350.0%
$16.64 - $36.7 $233 - $514
18 $384K
GCI
Gannett Co., Inc.

Communication Services
80
+ 307.69%
$2.64 - $3.71 $211 - $297
106 $380K
ATO
Atmos Energy Corp

Utilities
2
+ 14.29%
$145.06 - $162.66 $290 - $325
16 $2.47M
PYXS
Pyxis Oncology, Inc.

Healthcare
269
+ 3842.86%
$0.88 - $1.35 $237 - $363
276 $304K
PNW
Pinnacle West Capital Corp

Utilities
8
+ 10.96%
$88.3 - $95.43 $706 - $763
81 $7.25M
CLFD
Clearfield, Inc.

Technology
2
+ 13.33%
$25.24 - $43.41 $50.5 - $86.8
17 $738K
LGIH
Lgi Homes, Inc.

Consumer Cyclical
7
+ 140.0%
$47.34 - $67.22 $331 - $471
12 $619K
SGRY
Surgery Partners, Inc.

Healthcare
13
+ 325.0%
$19.3 - $23.94 $251 - $311
17 $378K
Star Hldgs
39
+ 118.18%
N/A
72 $563K
OPFI
Opp Fi Inc.

Technology
18
+ 300.0%
$7.92 - $14.61 $143 - $263
24 $336K
Zura Bio LTD
287
+ 302.11%
N/A
382 $402K
HII
Huntington Ingalls Industries, Inc.

Industrials
1
+ 100.0%
$183.31 - $241.46 $183 - $241
2 $483K
Bunge Global Sa
1
+ 1.96%
N/A
52 $4.18M
JBLU
Jetblue Airways Corp

Industrials
66
+ 1320.0%
$3.43 - $5.42 $226 - $358
71 $301K
Life360 Inc
3
+ 100.0%
N/A
6 $392K
GNTY
Guaranty Bancshares Inc

Financial Services
6
+ 75.0%
$37.41 - $43.28 $224 - $260
14 $595K
HLVX
Hille Vax, Inc.

Healthcare
134
+ 1030.77%
$1.39 - $2.04 $186 - $273
147 $293K
KTB
Kontoor Brands, Inc.

Consumer Cyclical
4
+ 200.0%
$52.22 - $73.66 $209 - $295
6 $396K
MEG
Montrose Environmental Group, Inc.

Industrials
11
+ 366.67%
$10.74 - $23.62 $118 - $260
14 $307K
ENB
Enbridge Inc

Energy
4
+ 4.94%
$41.09 - $47.16 $164 - $189
85 $3.85M
IMO
Imperial Oil LTD

Energy
2
+ 14.29%
$60.22 - $81.91 $120 - $164
16 $1.27M
NKTX
Nkarta, Inc.

Healthcare
156
+ 1950.0%
$1.51 - $2.22 $236 - $346
164 $273K
UNP
Union Pacific Corp

Industrials
3
+ 4.29%
$208.27 - $238.46 $625 - $715
73 $16.8M
PGRE
Paramount Group, Inc.

Real Estate
39
+ 390.0%
$3.94 - $6.6 $154 - $257
49 $299K
Alti Global Inc
59
+ 655.56%
N/A
68 $283K
TREX
Trex CO Inc

Industrials
5
+ 100.0%
$50.52 - $61.77 $253 - $309
10 $544K
BLFY
Blue Foundry Bancorp

Financial Services
26
+ 520.0%
$8.56 - $10.2 $223 - $265
31 $297K
Fractyl Health Inc
152
+ 3800.0%
N/A
156 $253K
MYPS
Playstudios, Inc.

Communication Services
188
+ 940.0%
$1.17 - $1.66 $220 - $312
208 $273K
Fidelis Insurance Holdings L
14
+ 37.84%
N/A
51 $846K
Upstream Bio Inc
15
+ 93.75%
N/A
31 $341K
DIBS
1stdibs.Com, Inc.

Consumer Cyclical
89
+ 890.0%
$2.38 - $2.97 $212 - $264
99 $273K
FFBC
First Financial Bancorp

Financial Services
10
+ 1000.0%
$22.05 - $25.19 $221 - $252
11 $267K
DTE
Dte Energy CO

Utilities
7
+ 5.88%
$127.39 - $139.49 $892 - $976
126 $16.7M
RVLV
Revolve Group, Inc.

Consumer Cyclical
12
+ 300.0%
$17.07 - $22.57 $205 - $271
16 $321K
KRT
Karat Packaging Inc.

Consumer Cyclical
8
+ 266.67%
$23.78 - $31.98 $190 - $256
11 $310K
Lazard Inc
4
+ 50.0%
N/A
12 $576K
MGA
Magna International Inc

Consumer Cyclical
4
+ 25.0%
$30.82 - $38.61 $123 - $154
20 $773K
MP
Mp Materials Corp.

Basic Materials
5
+ 71.43%
$18.77 - $37.74 $93.9 - $189
12 $400K
SHC
Sotera Health CO

Healthcare
21
+ 262.5%
$9.8 - $13.5 $206 - $284
29 $323K
RDW
Redwire Corp

Industrials
12
+ 300.0%
$7.51 - $20.57 $90.1 - $247
16 $261K
HRL
Hormel Foods Corp

Consumer Defensive
8
+ 34.78%
$29.11 - $31.44 $233 - $252
31 $938K
NFG
National Fuel Gas CO

Energy
2
+ 20.0%
$73.0 - $86.01 $146 - $172
12 $1.02M
AMPX
Amprius Technologies, Inc.

Industrials
48
+ 369.23%
$2.07 - $4.27 $99.4 - $205
61 $257K
BJRI
B Js Restaurants Inc

Consumer Cyclical
3
+ 37.5%
$29.82 - $45.99 $89.5 - $138
11 $491K
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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