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
NBR
Nabors Industries LTD

Energy
6
+ 300.0%
$24.6 - $42.84 $148 - $257
8 $225K
AKBA
Akebia Therapeutics, Inc.

Healthcare
21
+ 56.76%
$1.55 - $3.97 $32.6 - $83.4
58 $212K
PCH
Potlatchdeltic Corp

Real Estate
4
+ 200.0%
$37.16 - $44.86 $149 - $179
6 $231K
ETWO
E2open Parent Holdings, Inc.

Technology
25
+ 55.56%
$1.87 - $3.24 $46.8 - $81
70 $227K
GH
Guardant Health, Inc.

Healthcare
1
+ 11.11%
$37.05 - $52.04 $37.1 - $52
10 $521K
SLDP
Solid Power, Inc.

Industrials
41
+ 102.5%
$0.93 - $2.28 $38.1 - $93.5
81 $178K
AMBC
Ambac Financial Group Inc

Financial Services
22
+ 169.23%
$6.53 - $8.35 $144 - $184
35 $249K
OCGN
Ocugen, Inc.

Healthcare
98
+ 67.12%
$0.58 - $1.2 $56.8 - $118
244 $237K
PKX
Posco Holdings Inc.

Basic Materials
2
+ 5.56%
$41.43 - $49.85 $82.9 - $99.7
38 $1.84M
CNQ
Canadian Natural Resources LTD

Energy
2
+ 1.83%
$25.14 - $34.01 $50.3 - $68
111 $3.49M
OGE
Oge Energy Corp.

Utilities
4
+ 12.5%
$42.23 - $46.38 $169 - $186
36 $1.6M
MAPS
Wm Technology, Inc.

Technology
156
+ 278.57%
$0.88 - $1.29 $137 - $201
212 $190K
TMHC
Taylor Morrison Home Corp

Consumer Cyclical
2
+ 100.0%
$53.93 - $61.5 $108 - $123
4 $246K
EXP
Eagle Materials Inc

Basic Materials
1
+ 25.0%
$193.68 - $241.95 $194 - $242
5 $1.01M
IPSC
Century Therapeutics, Inc.

Healthcare
211
+ 383.64%
$0.39 - $0.63 $82.3 - $133
266 $149K
CMA
Comerica Inc

Financial Services
2
+ 100.0%
$50.42 - $59.65 $101 - $119
4 $239K
ULBI
Ultralife Corp

Industrials
11
+ 183.33%
$4.13 - $8.98 $45.4 - $98.8
17 $153K
AKYA
Akoya Biosciences, Inc.

Healthcare
93
+ 372.0%
$0.95 - $1.36 $88.4 - $126
118 $154K
MT
Arcelor Mittal

Basic Materials
1
+ 3.13%
$23.47 - $31.65 $23.5 - $31.7
33 $1.04M
GIL
Gildan Activewear Inc.

Consumer Cyclical
1
+ 7.14%
$37.68 - $50.22 $37.7 - $50.2
15 $739K
KOF
Coca Cola Femsa Sab De Cv

Consumer Defensive
1
+ 25.0%
$89.4 - $99.04 $89.4 - $99
5 $484K
GNW
Genworth Financial Inc

Financial Services
12
+ 36.36%
$6.12 - $7.89 $73.4 - $94.7
45 $351K
OFC
Corporate Office Properties Trust

Real Estate
4
+ 28.57%
N/A
18 $497K
MMMB
Mama Mancini'S Holdings, Inc.

Consumer Defensive
7
+ 22.58%
N/A
38 $316K
EXPO
Exponent Inc

Industrials
2
+ 33.33%
$72.88 - $81.75 $146 - $164
8 $598K
LUMN
Lumen Technologies, Inc.

Communication Services
25
+ 833.33%
$3.07 - $4.51 $76.8 - $113
28 $123K
AQST
Aquestive Therapeutics, Inc.

Healthcare
30
+ 107.14%
$2.22 - $3.58 $66.6 - $107
58 $192K
UIS
Unisys Corp

Technology
25
+ 42.37%
$3.71 - $5.73 $92.8 - $143
84 $381K
Southland Hldgs Inc
16
+ 45.71%
N/A
51 $214K
GNTX
Gentex Corp

Consumer Cyclical
6
+ 33.33%
$20.83 - $23.52 $125 - $141
24 $528K
Spire Global Inc
8
+ 266.67%
N/A
11 $131K
TASK
Task Us, Inc.

Technology
5
+ 71.43%
$11.57 - $16.88 $57.9 - $84.4
12 $202K
GENC
Gencor Industries Inc

Industrials
7
+ 175.0%
$10.92 - $14.8 $76.4 - $104
11 $154K
HROW
Harrow Health, Inc.

Healthcare
3
+ 100.0%
$22.2 - $31.61 $66.6 - $94.8
6 $184K
OSCR
Oscar Health, Inc.

Healthcare
1
+ 10.0%
$11.6 - $21.44 $11.6 - $21.4
11 $236K
SCI
Service Corp International

Consumer Cyclical
1
+ 5.26%
$73.58 - $81.65 $73.6 - $81.7
20 $1.63M
ENIC
Enel Chile S.A.

Utilities
22
+ 36.07%
$2.89 - $3.97 $63.6 - $87.3
83 $302K
OPRX
Optimize Rx Corp

Healthcare
4
+ 40.0%
$7.44 - $15.44 $29.8 - $61.8
14 $189K
AFG
American Financial Group Inc

Financial Services
1
+ 20.0%
$116.9 - $132.12 $117 - $132
6 $758K
FTS
Fortis Inc.

Utilities
1
+ 4.17%
$44.42 - $49.76 $44.4 - $49.8
25 $1.19M
TGNA
Tegna Inc

Communication Services
6
+ 600.0%
$15.42 - $18.98 $92.5 - $114
7 $118K
TRC
Tejon Ranch CO

Industrials
3
+ 6.98%
$15.16 - $17.3 $45.5 - $51.9
46 $781K
NAUT
Nautilus Biotechnology, Inc.

Healthcare
135
+ 1125.0%
$0.67 - $0.93 $90.5 - $126
147 $107K
DGICA
Donegal Group Inc

Financial Services
3
+ 3.41%
$17.85 - $20.86 $53.6 - $62.6
91 $1.82M
Two Hbrs Invt Corp
11
+ 110.0%
N/A
21 $227K
FHI
Federated Hermes, Inc.

Financial Services
2
+ 200.0%
$35.85 - $44.32 $71.7 - $88.6
3 $133K
RPM
Rpm International Inc

Basic Materials
2
+ 9.09%
$96.97 - $117.58 $194 - $235
24 $2.64M
LAUR
Laureate Education, Inc.

Consumer Defensive
3
+ 42.86%
$18.34 - $23.38 $55 - $70.1
10 $234K
Q32 Bio Inc
60
+ 857.14%
N/A
67 $100K
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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