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
PGNY
Progyny, Inc.

Healthcare
12
+ 2.86%
$21.24 - $24.27 $255 - $291
431 $9.28M
FLXS
Flexsteel Industries Inc

Consumer Cyclical
1
+ 100.0%
$32.88 - $51.74 $32.9 - $51.7
2 $93K
FMAO
Farmers & Merchants Bancorp Inc

Financial Services
2
+ 100.0%
$23.67 - $28.19 $47.3 - $56.4
4 $101K
HLF
Herbalife Nutrition Ltd.

Consumer Defensive
10
+ 5.08%
$8.44 - $10.83 $84.4 - $108
207 $1.75M
Ponce Financial Group Inc
3
+ 50.0%
N/A
9 $133K
Jakks Pac Inc
3
+ 75.0%
N/A
7 $132K
RCKY
Rocky Brands, Inc.

Consumer Cyclical
1
+ 50.0%
$22.77 - $30.68 $22.8 - $30.7
3 $90K
CLBK
Columbia Financial, Inc.

Financial Services
2
+ 8.0%
$13.94 - $15.85 $27.9 - $31.7
27 $406K
EGAN
Egain Corp

Technology
2
+ 20.0%
$5.58 - $9.3 $11.2 - $18.6
12 $105K
HGV
Hilton Grand Vacations Inc.

Consumer Cyclical
1
+ 100.0%
$41.81 - $51.72 $41.8 - $51.7
2 $84K
CYH
Community Health Systems Inc

Healthcare
15
+ 34.09%
$2.44 - $3.88 $36.6 - $58.2
59 $190K
KFY
Korn Ferry

Industrials
1
+ 11.11%
$69.05 - $76.46 $69.1 - $76.5
10 $700K
AOMR
Angel Oak Mortgage, Inc.

Real Estate
4
+ 44.44%
$8.66 - $10.05 $34.6 - $40.2
13 $122K
SGC
Superior Group Of Companies, Inc.

Consumer Cyclical
3
+ 30.0%
$9.55 - $13.51 $28.7 - $40.5
13 $140K
WTI
W&T Offshore Inc

Energy
17
+ 48.57%
$1.65 - $2.06 $28 - $35
52 $95K
PEBK
Peoples Bancorp Of North Carolina Inc

Financial Services
1
+ 100.0%
$27.86 - $32.39 $27.9 - $32.4
2 $62K
BHB
Bar Harbor Bankshares

Financial Services
1
+ 33.33%
$28.64 - $32.84 $28.6 - $32.8
4 $122K
NKSH
National Bankshares Inc

Financial Services
1
+ 100.0%
$27.11 - $31.6 $27.1 - $31.6
2 $59K
NREF
Nex Point Real Estate Finance, Inc.

Real Estate
2
+ 66.67%
$13.63 - $15.56 $27.3 - $31.1
5 $71K
MCBS
Metro City Bankshares, Inc.

Financial Services
1
+ 25.0%
$26.9 - $30.53 $26.9 - $30.5
5 $139K
AMBP
Ardagh Metal Packaging S.A.

Consumer Cyclical
17
+ 10.83%
$3.51 - $4.74 $59.7 - $80.6
174 $695K
REFI
Chicago Atlantic Real Estate Finance, Inc.

Real Estate
3
+ 23.08%
$12.77 - $14.42 $38.3 - $43.3
16 $205K
ACEL
Accel Entertainment, Inc.

Consumer Cyclical
4
+ 10.53%
$10.5 - $12.99 $42 - $52
42 $465K
ESCA
Escalade Inc

Consumer Cyclical
2
+ 25.0%
$11.78 - $14.98 $23.6 - $30
10 $126K
YEXT
Yext, Inc.

Technology
1
+ 0.42%
$7.73 - $9.16 $7.73 - $9.16
237 $2.02M
Ispire Technology Inc
5
+ 11.36%
N/A
49 $126K
PINE
Alpine Income Property Trust, Inc.

Real Estate
1
+ 20.0%
$13.96 - $15.47 $14 - $15.5
6 $86K
ATNI
Atn International, Inc.

Communication Services
1
+ 50.0%
$14.97 - $18.73 $15 - $18.7
3 $45K
Southland Hldgs Inc
1
+ 1.96%
N/A
52 $224K
Verde Clean Fuels Inc
2
+ 200.0%
N/A
3 $10K
FSP
Franklin Street Properties Corp

Real Estate
3
+ 300.0%
$1.56 - $1.78 $4.68 - $5.34
4 $7K
TG
Tredegar Corp

Industrials
1
+ 11.11%
$7.19 - $9.3 $7.19 - $9.3
10 $81K
Waldencast PLC
1
+ 25.0%
N/A
5 $10K
Qiagen Nv
7
+ 7.45%
N/A
101 $4.51M
TRC
Tejon Ranch CO

Industrials
2
+ 4.35%
$15.97 - $19.27 $31.9 - $38.5
48 $768K
Kenvue Inc
46
+ 27.38%
N/A
214 $3.47M
SMG
Scotts Miracle Gro CO

Basic Materials
17
+ 15.04%
$55.82 - $70.08 $949 - $1.19K
130 $7.4M
SMPL
Simply Good Foods CO

Consumer Defensive
1
+ 9.09%
$24.59 - $34.05 $24.6 - $34.1
12 $298K
GLDD
Great Lakes Dredge & Dock Corp

Industrials
1
+ 0.3%
$10.53 - $12.27 $10.5 - $12.3
336 $4.03M
EWCZ
European Wax Center, Inc.

Consumer Defensive
2
+ 3.85%
$3.72 - $5.8 $7.44 - $11.6
54 $216K
QNST
Quinstreet, Inc

Communication Services
3
+ 1.42%
$14.51 - $17.12 $43.5 - $51.4
214 $3.31M
MAR
Marriott International Inc

Consumer Cyclical
1
+ 3.45%
$255.35 - $282.87 $255 - $283
30 $7.83M
CNM
Core & Main, Inc.

Industrials
1
+ 2.7%
$48.56 - $66.98 $48.6 - $67
38 $2.05M
PECO
Phillips Edison & Company, Inc.

Real Estate
5
+ 0.88%
$33.04 - $36.15 $165 - $181
570 $19.6M
FLR
Fluor Corp

Industrials
2
+ 5.71%
$39.99 - $56.77 $80 - $114
37 $1.56M
OEC
Orion Engineered Carbons S.A.

Basic Materials
11
+ 9.02%
$7.5 - $11.52 $82.5 - $127
133 $1.01M
KNX
Knight Swift Transportation Holdings Inc.

Industrials
12
+ 7.32%
$39.13 - $48.22 $470 - $579
176 $6.95M
MEI
Methode Electronics Inc

Technology
61
+ 14.88%
$6.16 - $10.39 $376 - $634
471 $3.56M
MDLZ
Mondelez International, Inc.

Consumer Defensive
7
+ 4.14%
$60.9 - $70.75 $426 - $495
176 $11M
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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