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
AMH
American Homes 4 Rent

Real Estate
51
+ 25.63%
$32.47 - $36.74 $1.66K - $1.87K
250 $8.31M
FCN
Fti Consulting, Inc

Industrials
7
+ 350.0%
$157.99 - $174.18 $1.11K - $1.22K
9 $1.46M
Rocket Lab Corp
21
+ 210.0%
N/A
31 $1.49M
UHT
Universal Health Realty Income Trust

Real Estate
29
+ 170.59%
$38.01 - $42.04 $1.1K - $1.22K
46 $1.8M
XHR
Xenia Hotels & Resorts, Inc.

Real Estate
75
+ 93.75%
$12.48 - $14.83 $936 - $1.11K
155 $2.13M
POOL
Pool Corp

Industrials
3
+ 30.0%
$292.13 - $333.62 $876 - $1K
13 $4.03M
CCJ
Cameco Corp

Energy
12
+ 133.33%
$70.47 - $86.89 $846 - $1.04K
21 $1.76M
EGHT
8 X8 Inc

Technology
508
+ 577.27%
$1.75 - $2.31 $889 - $1.17K
596 $1.26M
AROC
Archrock, Inc.

Energy
23
+ 7.23%
$22.0 - $26.51 $506 - $610
341 $8.97M
BHRB
Burke Herbert Finl Svcs Corp C
17
+ 154.55%
N/A
28 $1.73M
DHT
Dht Holdings, Inc.

Energy
55
+ 15.41%
$10.72 - $12.95 $590 - $712
412 $4.92M
ODP
Odp Corp

Consumer Cyclical
28
+ 96.55%
$16.9 - $27.98 $473 - $783
57 $1.59M
RLAY
Relay Therapeutics, Inc.

Healthcare
163
+ 141.74%
$3.22 - $5.22 $525 - $851
278 $1.45M
NWL
Newell Brands Inc.

Consumer Defensive
298
+ 9.07%
$4.76 - $6.39 $1.42K - $1.9K
3.58K $18.8M
ATI
Allegheny Technologies Inc

Industrials
14
+ 66.67%
$71.34 - $95.52 $999 - $1.34K
35 $2.85M
MNRO
Monro, Inc.

Consumer Cyclical
3
+ 0.94%
$13.07 - $18.68 $39.2 - $56
323 $5.81M
Lineage Inc
46
+ 30.07%
N/A
199 $7.69M
MGA
Magna International Inc

Consumer Cyclical
18
+ 90.0%
$40.03 - $47.38 $721 - $853
38 $1.8M
Rb Global Inc
9
+ 39.13%
N/A
32 $3.47M
BSIG
Bright Sphere Investment Group Inc.

Financial Services
19
+ 237.5%
N/A
27 $1.3M
WAB
Westinghouse Air Brake Technologies Corp

Industrials
22
+ 5.76%
$185.65 - $214.38 $4.08K - $4.72K
404 $81M
HAYW
Hayward Holdings, Inc.

Industrials
63
+ 136.96%
$14.12 - $16.56 $890 - $1.04K
109 $1.65M
IRM
Iron Mountain Inc

Real Estate
14
+ 2.17%
$89.46 - $104.46 $1.25K - $1.46K
660 $67.2M
SQ
Block, Inc.

Technology
10
+ 17.86%
N/A
66 $4.78M
SBSI
Southside Bancshares Inc

Financial Services
36
+ 327.27%
$28.25 - $31.39 $1.02K - $1.13K
47 $1.33M
CBOE
Cboe Global Markets, Inc.

Financial Services
2
+ 4.76%
$231.35 - $253.24 $463 - $506
44 $10.8M
GIL
Gildan Activewear Inc.

Consumer Cyclical
15
+ 100.0%
$49.08 - $57.8 $736 - $867
30 $1.73M
RCI
Rogers Communications Inc

Communication Services
27
+ 225.0%
$30.32 - $35.98 $819 - $971
39 $1.35M
IOSP
Innospec Inc.

Basic Materials
18
+ 30.51%
$77.06 - $89.32 $1.39K - $1.61K
77 $5.94M
UCTT
Ultra Clean Holdings, Inc.

Technology
1
+ 0.5%
$21.63 - $29.38 $21.6 - $29.4
202 $5.51M
PFSI
Penny Mac Financial Services, Inc.

Financial Services
7
+ 116.67%
$93.14 - $127.13 $652 - $890
13 $1.55M
LYB
Lyondell Basell Industries N.V.

Basic Materials
25
+ 80.65%
$48.34 - $67.22 $1.21K - $1.68K
56 $2.75M
QLYS
Qualys, Inc.

Technology
14
+ 16.28%
$127.89 - $150.07 $1.79K - $2.1K
100 $13.2M
KBH
Kb Home

Consumer Cyclical
12
+ 66.67%
$52.78 - $67.97 $633 - $816
30 $1.9M
RBCAA
Republic Bancorp Inc

Financial Services
13
+ 650.0%
$67.5 - $77.77 $878 - $1.01K
15 $1.08M
EFSC
Enterprise Financial Services Corp

Financial Services
11
+ 10.68%
$53.81 - $61.68 $592 - $678
114 $6.61M
BOKF
Bok Financial Corp

Financial Services
7
+ 63.64%
$98.57 - $113.09 $690 - $792
18 $2.01M
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
23
+ 3.66%
$11.64 - $15.79 $268 - $363
651 $9.56M
LKFN
Lakeland Financial Corp

Financial Services
14
+ 140.0%
$60.25 - $68.73 $844 - $962
24 $1.54M
PINC
Premier, Inc.

Healthcare
33
+ 1650.0%
$20.88 - $28.25 $689 - $932
35 $968K
NKE
Nike, Inc.

Consumer Cyclical
16
+ 10.74%
$69.24 - $79.24 $1.11K - $1.27K
165 $11.5M
KW
Kennedy Wilson Holdings, Inc.

Real Estate
96
+ 123.08%
$7.02 - $9.1 $674 - $874
174 $1.45M
TRGP
Targa Resources Corp.

Energy
6
+ 42.86%
$160.52 - $174.4 $963 - $1.05K
20 $3.35M
WPP
Wpp PLC

Communication Services
40
+ 444.44%
$23.63 - $36.37 $945 - $1.45K
49 $1.23M
EOG
Eog Resources Inc

Energy
11
+ 25.0%
$112.12 - $126.1 $1.23K - $1.39K
55 $6.12M
HLLY
Holley Inc.

Consumer Cyclical
159
+ 44.54%
$1.99 - $4.07 $316 - $647
516 $1.62M
CMRE
Costamare Inc.

Industrials
74
+ 925.0%
$8.98 - $12.73 $665 - $942
82 $977K
Zymeworks Inc
51
+ 728.57%
N/A
58 $991K
CVNA
Carvana Co.

Consumer Cyclical
1
+ 7.69%
$326.09 - $392.66 $326 - $393
14 $5.28M
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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