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
Mediwound LTD
1
+ 16.67%
N/A
7 $136K
Peakstone Realty Trust
3
+ 75.0%
N/A
7 $93K
RLGT
Radiant Logistics, Inc

Industrials
7
+ 46.67%
$5.57 - $6.54 $39 - $45.8
22 $134K
MGTX
Meira G Tx Holdings PLC

Healthcare
7
+ 38.89%
$4.64 - $7.26 $32.5 - $50.8
25 $163K
Skye Bioscience Inc
1
+ 7.14%
N/A
15 $63K
SCS
Steelcase Inc

Industrials
5
+ 21.74%
$9.42 - $11.46 $47.1 - $57.3
28 $293K
MGY
Magnolia Oil & Gas Corp

Energy
2
+ 100.0%
$19.6 - $25.72 $39.2 - $51.4
4 $90K
TLS
Telos Corp

Technology
8
+ 47.06%
$1.96 - $3.17 $15.7 - $25.4
25 $80K
BCML
Bay Com Corp

Financial Services
1
+ 25.0%
$24.08 - $27.94 $24.1 - $27.9
5 $139K
Natures Sunshine Prods Inc
2
+ 50.0%
N/A
6 $89K
STXS
Stereotaxis, Inc.

Healthcare
10
+ 21.74%
$1.6 - $2.37 $16 - $23.7
56 $119K
AAL
American Airlines Group Inc.

Industrials
3
+ 60.0%
N/A
8 $90K
DVA
Davita Inc.

Healthcare
1
+ 10.0%
$133.5 - $155.51 $134 - $156
11 $1.57M
EVCM
Ever Commerce Inc.

Technology
3
+ 25.0%
$9.32 - $11.37 $28 - $34.1
15 $158K
NRDY
Nerdy Inc.

Technology
19
+ 73.08%
$1.25 - $1.81 $23.8 - $34.4
45 $74K
SGC
Superior Group Of Companies, Inc.

Consumer Cyclical
4
+ 66.67%
$9.46 - $11.0 $37.8 - $44
10 $103K
TH
Target Hospitality Corp.

Industrials
1
+ 1.85%
$6.25 - $7.6 $6.25 - $7.6
55 $392K
Solarmax Technology Inc
34
+ 170.0%
N/A
54 $59K
BRSP
Bright Spire Capital, Inc.

Real Estate
9
+ 37.5%
$4.3 - $5.59 $38.7 - $50.3
33 $167K
KRO
Kronos Worldwide Inc

Basic Materials
10
+ 43.48%
$6.0 - $7.75 $60 - $77.5
33 $205K
OSUR
Orasure Technologies Inc

Healthcare
12
+ 120.0%
$2.46 - $3.37 $29.5 - $40.4
22 $66K
CCCC
C4 Therapeutics, Inc.

Healthcare
22
+ 244.44%
$1.1 - $1.74 $24.2 - $38.3
31 $45K
MRAM
Everspin Technologies Inc

Technology
2
+ 15.38%
$4.4 - $6.39 $8.8 - $12.8
15 $95K
IBRX
Immunity Bio, Inc.

Healthcare
12
+ 150.0%
$1.89 - $3.44 $22.7 - $41.3
20 $53K
VIAV
Viavi Solutions Inc.

Technology
3
+ 150.0%
$8.99 - $11.41 $27 - $34.2
5 $51K
NCR
Ncr Corp

Technology
2
+ 100.0%
N/A
4 $47K
MCG
Membership Collective Group Inc.

Consumer Cyclical
2
+ 20.0%
N/A
12 $89K
BLDR
Builders First Source, Inc.

Industrials
1
+ 9.09%
$105.63 - $131.12 $106 - $131
12 $1.4M
FVCB
Fvc Bankcorp, Inc.

Financial Services
2
+ 100.0%
$9.69 - $11.95 $19.4 - $23.9
4 $48K
SMHI
Seacor Marine Holdings Inc.

Industrials
5
+ 29.41%
$3.94 - $6.17 $19.7 - $30.9
22 $113K
ATOS
Atossa Therapeutics, Inc.

Healthcare
16
+ 23.19%
$0.59 - $1.03 $9.44 - $16.5
85 $71K
DECK
Deckers Outdoor Corp

Consumer Cyclical
1
+ 11.11%
$100.44 - $129.37 $100 - $129
10 $1.03M
EGAN
Egain Corp

Technology
2
+ 25.0%
$4.5 - $6.59 $9 - $13.2
10 $63K
ANGO
Angiodynamics Inc

Healthcare
2
+ 33.33%
$8.63 - $11.14 $17.3 - $22.3
8 $80K
KLTR
Kaltura Inc

Technology
8
+ 15.09%
$1.72 - $2.3 $13.8 - $18.4
61 $123K
AON
Aon PLC

Financial Services
1
+ 12.5%
$335.85 - $398.81 $336 - $399
9 $3.19M
GALT
Galectin Therapeutics Inc

Healthcare
1
+ 4.76%
$1.25 - $3.29 $1.25 - $3.29
22 $47K
STTK
Shattuck Labs, Inc.

Healthcare
30
+ 187.5%
$0.73 - $1.3 $21.9 - $39
46 $37K
Ponce Financial Group Inc
1
+ 20.0%
N/A
6 $84K
BCE
Bce Inc

Communication Services
1
+ 20.0%
$20.87 - $22.95 $20.9 - $23
6 $134K
TUSK
Mammoth Energy Services, Inc.

Industrials
5
+ 71.43%
$1.89 - $3.03 $9.45 - $15.1
12 $34K
Outlook Therapeutics Inc
10
+ 100.0%
N/A
20 $32K
STKS
One Group Hospitality, Inc.

Consumer Cyclical
2
+ 20.0%
$2.67 - $4.59 $5.34 - $9.18
12 $49K
WTBA
West Bancorporation Inc

Financial Services
1
+ 33.33%
$18.31 - $20.38 $18.3 - $20.4
4 $79K
Atlas Energy Solutions Inc
8
+ 40.0%
N/A
28 $375K
TCRX
T Scan Therapeutics, Inc.

Healthcare
9
+ 27.27%
$1.1 - $1.8 $9.9 - $16.2
42 $61K
Pamt Corp
1
+ 50.0%
N/A
3 $39K
VALE
Vale S.A.

Basic Materials
8
+ 3.42%
$8.26 - $10.1 $66.1 - $80.8
242 $2.35M
PCYO
Pure Cycle Corp

Utilities
1
+ 25.0%
$9.86 - $11.0 $9.86 - $11
5 $54K
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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