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
III
Information Services Group Inc.

Technology
5
+ 2.31%
$3.45 - $4.96 $17.3 - $24.8
221 $1.06M
HLIO
Helios Technologies, Inc.

Industrials
6
+ 75.0%
$25.71 - $33.72 $154 - $202
14 $468K
GDOT
Green Dot Corp

Financial Services
9
+ 18.75%
$6.7 - $10.94 $60.3 - $98.5
57 $615K
HOV
Hovnanian Enterprises Inc

Consumer Cyclical
2
+ 100.0%
$87.96 - $112.42 $176 - $225
4 $419K
TAK
Takeda Pharmaceutical CO LTD

Healthcare
6
+ 3.11%
$13.71 - $15.46 $82.3 - $92.8
199 $3.08M
PLMR
Palomar Holdings, Inc.

Financial Services
1
+ 33.33%
$129.99 - $175.67 $130 - $176
4 $617K
IMXI
International Money Express, Inc.

Technology
25
+ 131.58%
$9.83 - $13.02 $246 - $326
44 $444K
ACRV
Acrivon Therapeutics, Inc.
173
+ 5766.67%
N/A
176 $210K
LW
Lamb Weston Holdings, Inc.

Consumer Defensive
4
+ 133.33%
$50.56 - $59.57 $202 - $238
7 $363K
CDAY
Ceridian Hcm Holding Inc.

Technology
4
+ 57.14%
N/A
11 $610K
HAE
Haemonetics Corp

Healthcare
1
+ 9.09%
$56.04 - $74.77 $56 - $74.8
12 $896K
UPWK
Upwork, Inc

Industrials
10
+ 6.33%
$11.8 - $17.5 $118 - $175
168 $2.26M
QSR
Restaurant Brands International Inc.

Consumer Cyclical
3
+ 23.08%
$60.03 - $72.0 $180 - $216
16 $1.06M
KSS
Kohls Corp

Consumer Cyclical
20
+ 25.97%
$6.13 - $9.4 $123 - $188
97 $823K
SBS
Companhia De Saneamento Basico Do Estado De Sao Paulo Sabesp

Utilities
4
+ 16.0%
$16.82 - $21.97 $67.3 - $87.9
29 $638K
RLAY
Relay Therapeutics, Inc.

Healthcare
36
+ 45.57%
$2.0 - $3.49 $72 - $126
115 $398K
IMNM
Immunome Inc.

Healthcare
18
+ 225.0%
$5.56 - $9.79 $100 - $176
26 $242K
PRME
Prime Medicine, Inc.
65
+ 130.0%
$1.15 - $2.65 $74.8 - $172
115 $285K
FBRT
Franklin Bsp Realty Trust, Inc.

Real Estate
22
+ 88.0%
$10.68 - $12.73 $235 - $280
47 $503K
CLBK
Columbia Financial, Inc.

Financial Services
13
+ 108.33%
$13.07 - $15.57 $170 - $202
25 $363K
UVE
Universal Insurance Holdings, Inc.

Financial Services
5
+ 45.45%
$21.25 - $28.47 $106 - $142
16 $444K
FCFS
First Cash Holdings, Inc.

Financial Services
1
+ 33.33%
$118.0 - $137.63 $118 - $138
4 $541K
TDUP
Thred Up Inc.

Consumer Cyclical
13
+ 81.25%
$2.46 - $8.46 $32 - $110
29 $218K
AORT
Artivion, Inc.

Healthcare
3
+ 23.08%
$22.19 - $31.19 $66.6 - $93.6
16 $498K
OLLI
Ollie'S Bargain Outlet Holdings, Inc.

Consumer Defensive
1
+ 33.33%
$103.49 - $133.44 $103 - $133
4 $528K
RELX
Relx PLC

Communication Services
2
+ 11.76%
$45.31 - $55.66 $90.6 - $111
19 $1.03M
PAYS
Paysign, Inc.

Technology
8
+ 34.78%
$1.94 - $7.2 $15.5 - $57.6
31 $224K
AAT
American Assets Trust, Inc.

Real Estate
9
+ 90.0%
$17.29 - $20.65 $156 - $186
19 $376K
Millrose Pptys Inc
5
+ 31.25%
N/A
21 $599K
GME
Game Stop Corp.

Consumer Cyclical
4
+ 11.11%
$21.1 - $35.01 $84.4 - $140
40 $976K
CWK
Cushman & Wakefield PLC

Real Estate
14
+ 73.68%
$7.9 - $11.13 $111 - $156
33 $366K
MASS
908 Devices Inc.

Healthcare
12
+ 37.5%
$3.63 - $7.97 $43.6 - $95.6
44 $314K
AMCX
Amc Networks Inc.

Communication Services
32
+ 65.31%
$5.55 - $7.04 $178 - $225
81 $508K
Bgc Group Inc
16
+ 400.0%
N/A
20 $205K
DKS
Dick'S Sporting Goods, Inc.

Consumer Cyclical
1
+ 12.5%
$167.22 - $212.42 $167 - $212
9 $1.78M
BYRN
Byrna Technologies Inc.

Industrials
4
+ 133.33%
$14.96 - $33.14 $59.8 - $133
7 $217K
BCAL
Southern Calif Bancorp Com

Financial Services
8
+ 28.57%
$12.16 - $15.76 $97.3 - $126
36 $568K
WPC
W. P. Carey Inc.

Real Estate
7
+ 1.88%
$56.12 - $64.53 $393 - $452
379 $23.6M
MITK
Mitek Systems Inc

Technology
8
+ 16.33%
$7.11 - $10.34 $56.9 - $82.7
57 $565K
CNOB
Connect One Bancorp, Inc.

Financial Services
8
+ 32.0%
$20.95 - $24.78 $168 - $198
33 $765K
SKY
Skyline Champion Corp

Consumer Cyclical
3
+ 300.0%
$60.33 - $94.94 $181 - $285
4 $251K
AGIO
Agios Pharmaceuticals, Inc.

Healthcare
4
+ 80.0%
$24.53 - $35.75 $98.1 - $143
9 $300K
LCUT
Lifetime Brands, Inc

Consumer Cyclical
29
+ 126.09%
$3.0 - $5.1 $87 - $148
52 $266K
MED
Medifast Inc

Consumer Cyclical
9
+ 22.5%
$11.92 - $14.17 $107 - $128
49 $689K
Bridger Aerospace Grp Hldgs
11
+ 6.96%
N/A
169 $327K
ROG
Rogers Corp

Technology
2
+ 22.22%
$52.69 - $71.02 $105 - $142
11 $754K
Airship Ai Hldgs Inc
17
+ 77.27%
N/A
39 $230K
SPNS
Sapiens International Corp N V

Technology
2
+ 5.0%
$23.92 - $30.03 $47.8 - $60.1
42 $1.23M
BY
Byline Bancorp, Inc.

Financial Services
5
+ 38.46%
$23.25 - $27.19 $116 - $136
18 $482K
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
Track This Portfolio

Track True Wealth Design, LLC Portfolio

Follow True Wealth Design, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of True Wealth Design, LLC, based on Form 13F filings with the SEC.

News

Stay updated on True Wealth Design, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email