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
ABOS
Acumen Pharmaceuticals, Inc.

Healthcare
6
+ 20.69%
$0.9 - $1.27 $5.4 - $7.62
35 $41K
ELYM
Eliem Therapeutics, Inc.

Healthcare
7
+ 58.33%
N/A
19 $24K
RSVR
Reservoir Media, Inc.

Communication Services
1
+ 25.0%
$6.88 - $7.8 $6.88 - $7.8
5 $39K
VERU
Veru Inc.

Healthcare
9
+ 29.03%
$0.49 - $0.7 $4.41 - $6.3
40 $24K
GRWG
Grow Generation Corp.

Consumer Cyclical
14
+ 32.56%
$0.87 - $1.34 $12.2 - $18.8
57 $54K
Offerpad Solutions Inc
21
+ 131.25%
N/A
37 $34K
ATNM
Actinium Pharmaceuticals, Inc.

Healthcare
7
+ 41.18%
$1.15 - $1.94 $8.05 - $13.6
24 $34K
CSTE
Caesarstone Ltd.

Industrials
5
+ 71.43%
$1.7 - $3.15 $8.5 - $15.8
12 $24K
Seaport Entmt Group Inc
1
+ 20.0%
N/A
6 $112K
XBIT
X Biotech Inc.

Healthcare
2
+ 40.0%
$2.56 - $3.36 $5.12 - $6.72
7 $21K
PLL
Piedmont Lithium Inc.

Basic Materials
1
+ 10.0%
$5.34 - $8.91 $5.34 - $8.91
11 $65K
GAMB
Gambling.Com Group LTD

Consumer Cyclical
1
+ 6.67%
$11.53 - $14.72 $11.5 - $14.7
16 $191K
MDU
Mdu Resources Group Inc

Industrials
2
+ 1.47%
$15.6 - $17.76 $31.2 - $35.5
138 $2.3M
PSO
Pearson PLC

Communication Services
2
+ 6.9%
$14.41 - $16.64 $28.8 - $33.3
31 $463K
Cervomed Inc
1
+ 25.0%
N/A
5 $32K
NOTE
Fiscal Note Holdings, Inc.

Technology
5
+ 19.23%
$0.48 - $0.79 $2.4 - $3.95
31 $17K
Fibrobiologics Inc
51
+ 36.17%
N/A
192 $120K
HFFG
Hf Foods Group Inc.

Consumer Defensive
2
+ 25.0%
$3.05 - $4.5 $6.1 - $9
10 $32K
SMRT
Smart Rent, Inc.

Technology
43
+ 17.41%
$0.72 - $1.15 $31 - $49.4
290 $288K
TNET
Trinet Group, Inc.

Industrials
1
+ 6.67%
$72.67 - $86.45 $72.7 - $86.5
16 $1.17M
BMEA
Biomea Fusion, Inc.

Healthcare
1
+ 1.25%
$1.37 - $2.9 $1.37 - $2.9
81 $146K
ERAS
Erasca, Inc.

Healthcare
64
+ 5.85%
$1.06 - $1.63 $67.8 - $104
1.16K $1.47M
FOX
Fox Corp Cl B (De)

Communication Services
2
+ 1.64%
$43.81 - $53.0 $87.6 - $106
124 $6.4M
XNCR
Xencor Inc

Healthcare
50
+ 31.65%
$7.52 - $11.26 $376 - $563
208 $1.64M
RYAM
Rayonier Advanced Materials Inc.

Basic Materials
9
+ 20.45%
$3.63 - $5.73 $32.7 - $51.6
53 $205K
YUM
Yum Brands Inc

Consumer Cyclical
8
+ 5.84%
$138.36 - $161.45 $1.11K - $1.29K
145 $21.4M
BHF
Brighthouse Financial, Inc.

Financial Services
20
+ 7.19%
$47.29 - $61.15 $946 - $1.22K
298 $16M
SRPT
Sarepta Therapeutics, Inc.

Healthcare
5
+ 100.0%
$17.1 - $63.66 $85.5 - $318
10 $171K
AZN
Astrazeneca PLC

Healthcare
4
+ 3.36%
$64.87 - $75.0 $259 - $300
123 $8.6M
SHEL
Shell PLC

Energy
4
+ 2.23%
$59.75 - $73.05 $239 - $292
183 $12.9M
CVCO
Cavco Industries Inc.

Consumer Cyclical
1
+ 11.11%
$396.53 - $537.62 $397 - $538
10 $4.35M
Kenvue Inc
6
+ 3.7%
N/A
168 $3.52M
TSN
Tyson Foods, Inc.

Consumer Defensive
14
+ 9.15%
$54.33 - $63.56 $761 - $890
167 $9.34M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
111
+ 1387.5%
$87.84 - $1441.89 $9.75K - $160K
119 $10.7M
ESTC
Elastic N.V.

Technology
2
+ 1.48%
$73.36 - $94.17 $147 - $188
137 $11.6M
VIR
Vir Biotechnology, Inc.

Healthcare
73
+ 12.46%
$4.5 - $6.48 $329 - $473
659 $3.32M
YETI
Yeti Holdings, Inc.

Consumer Cyclical
2
+ 0.55%
$26.94 - $34.72 $53.9 - $69.4
367 $11.6M
TROX
Tronox Holdings PLC

Basic Materials
274
+ 27.26%
$4.51 - $6.87 $1.24K - $1.88K
1.28K $6.49M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
1
+ 3.7%
$421.16 - $509.5 $421 - $510
28 $12.3M
THG
Hanover Insurance Group, Inc.

Financial Services
4
+ 1.23%
$150.66 - $178.04 $603 - $712
328 $55.7M
PECO
Phillips Edison & Company, Inc.

Real Estate
5
+ 0.89%
$33.53 - $37.33 $168 - $187
565 $19.8M
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
20
+ 1.73%
$32.56 - $35.71 $651 - $714
1.18K $38.9M
XOM
Exxon Mobil Corp

Energy
36
+ 8.67%
$99.93 - $119.04 $3.6K - $4.29K
451 $48.7M
SLQT
Select Quote, Inc.

Financial Services
187
+ 14.18%
$2.12 - $3.52 $396 - $658
1.51K $3.59M
GL
Globe Life Inc.

Financial Services
17
+ 4.12%
$113.29 - $133.09 $1.93K - $2.26K
430 $53.4M
WEN
Wendy'S CO

Consumer Cyclical
830
+ 25.43%
$11.11 - $14.72 $9.22K - $12.2K
4.09K $46.8M
OKTA
Okta, Inc.

Technology
25
+ 3.61%
$91.24 - $127.3 $2.28K - $3.18K
718 $71.8M
BJ
Bj'S Wholesale Club Holdings, Inc.

Consumer Defensive
6
+ 2.07%
$107.83 - $119.94 $647 - $720
296 $31.9M
AIG
American International Group, Inc.

Financial Services
11
+ 0.68%
$77.56 - $87.72 $853 - $965
1.63K $140M
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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