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
LPX
Louisiana Pacific Corp

Industrials
100
+ 769.23%
$81.16 - $95.48 $8.12K - $9.55K
113 $9.72M
RCII
Rent A Center Inc De

Industrials
337
+ 1872.22%
N/A
355 $8.91M
CWT
California Water Service Group

Utilities
197
+ 107.07%
$44.67 - $51.36 $8.8K - $10.1K
381 $17.3M
SBAC
Sba Communications Corp

Real Estate
13
+ 3.61%
$208.57 - $243.4 $2.71K - $3.16K
373 $87.7M
DHR
Danaher Corp

Healthcare
43
+ 204.76%
$174.64 - $205.16 $7.51K - $8.82K
64 $12.6M
CSCO
Cisco Systems, Inc.

Technology
69
+ 15.3%
$53.19 - $69.38 $3.67K - $4.79K
520 $36.1M
BMBL
Bumble Inc.

Technology
983
+ 127.0%
$3.65 - $6.59 $3.59K - $6.48K
1.76K $11.6M
PPBI
Pacific Premier Bancorp Inc

Financial Services
394
+ 93.36%
$18.35 - $22.87 $7.23K - $9.01K
816 $17.2M
DRS
Leonardo Drs, Inc.
149
+ 158.51%
N/A
243 $11.3M
COUR
Coursera, Inc.

Consumer Defensive
697
+ 69.77%
$6.17 - $9.38 $4.3K - $6.54K
1.7K $14.9M
RTX
Raytheon Technologies Corp

Industrials
7
+ 1.33%
$113.75 - $148.48 $796 - $1.04K
532 $77.7M
SHW
Sherwin Williams CO

Basic Materials
24
+ 104.35%
$313.51 - $363.51 $7.52K - $8.72K
47 $16.1M
SFNC
Simmons First National Corp

Financial Services
427
+ 21350.0%
$17.39 - $20.55 $7.43K - $8.77K
429 $8.13M
POWI
Power Integrations Inc

Technology
144
+ 2057.14%
$42.13 - $59.01 $6.07K - $8.5K
151 $8.44M
CDXC
Chroma Dex Corp.

Healthcare
518
+ 690.67%
$5.42 - $7.08 $2.81K - $3.67K
593 $8.55M
TDG
Trans Digm Group Inc

Industrials
5
+ 166.67%
$1231.75 - $1520.64 $6.16K - $7.6K
8 $11.9M
WGO
Winnebago Industries Inc

Consumer Cyclical
274
+ 3044.44%
$28.24 - $37.27 $7.74K - $10.2K
283 $8.21M
RSI
Rush Street Interactive, Inc.

Consumer Cyclical
478
+ 261.2%
$10.22 - $14.9 $4.89K - $7.12K
661 $9.85M
FBK
Fb Financial Corp

Financial Services
174
+ 966.67%
$39.93 - $46.97 $6.95K - $8.17K
192 $8.7M
NWBI
Northwest Bancshares, Inc.

Financial Services
580
+ 177.91%
$10.9 - $12.84 $6.32K - $7.45K
906 $11.6M
AR
Antero Resources Corp

Energy
192
+ 28.83%
$31.92 - $43.78 $6.13K - $8.41K
858 $34.6M
UPS
United Parcel Service Inc

Industrials
126
+ 21.84%
$91.92 - $110.2 $11.6K - $13.9K
703 $71M
SIG
Signet Jewelers LTD

Consumer Cyclical
14
+ 4.65%
$50.77 - $82.74 $711 - $1.16K
315 $25.1M
DG
Dollar General Corp

Consumer Defensive
59
+ 190.32%
$86.02 - $114.95 $5.08K - $6.78K
90 $10.3M
AME
Ametek Inc

Industrials
37
+ 38.95%
$151.41 - $182.75 $5.6K - $6.76K
132 $23.9M
SBCF
Seacoast Banking Corp Of Florida

Financial Services
267
+ 568.09%
$22.01 - $27.62 $5.88K - $7.37K
314 $8.67M
UEC
Uranium Energy Corp

Energy
1.04K
+ 678.43%
$4.0 - $7.05 $4.15K - $7.32K
1.19K $8.1M
ON
On Semiconductor Corp

Technology
135
+ 710.53%
$31.95 - $54.21 $4.31K - $7.32K
154 $8.09M
Kiniksa Pharmaceuticals Intl
158
+ 29.87%
N/A
687 $19M
CTSH
Cognizant Technology Solutions Corp

Technology
92
+ 278.79%
$66.47 - $81.81 $6.12K - $7.53K
125 $9.75M
LPRO
Open Lending Corp

Financial Services
3.7K
+ 13711.11%
$0.83 - $2.27 $3.07K - $8.4K
3.73K $7.24M
WSM
Williams Sonoma Inc

Consumer Cyclical
43
+ 172.0%
$137.62 - $174.44 $5.92K - $7.5K
68 $11.1M
TECH
Bio Techne Corp

Healthcare
142
+ 430.3%
$46.66 - $58.38 $6.63K - $8.29K
175 $9M
HPE
Hewlett Packard Enterprise CO

Technology
324
+ 400.0%
$12.51 - $20.45 $4.05K - $6.63K
405 $8.28M
EL
Estee Lauder Companies Inc

Consumer Defensive
83
+ 592.86%
$50.06 - $80.8 $4.15K - $6.71K
97 $7.84M
HON
Honeywell International Inc

Industrials
13
+ 7.1%
$182.86 - $232.88 $2.38K - $3.03K
196 $45.6M
BRX
Brixmor Property Group Inc.

Real Estate
262
+ 192.65%
N/A
398 $10.4M
PKG
Packaging Corp Of America

Consumer Cyclical
37
+ 127.59%
$175.97 - $201.36 $6.51K - $7.45K
66 $12.4M
IIPR
Innovative Industrial Properties Inc

Real Estate
121
+ 12100.0%
$48.03 - $58.9 $5.81K - $7.13K
122 $6.74M
FOR
Forestar Group Inc.

Real Estate
351
+ 111.78%
$18.45 - $21.41 $6.48K - $7.51K
665 $13.3M
ALRM
Alarm.Com Holdings, Inc.

Technology
117
+ 975.0%
$49.34 - $60.68 $5.77K - $7.1K
129 $7.3M
PODD
Insulet Corp

Healthcare
20
+ 400.0%
$238.57 - $327.47 $4.77K - $6.55K
25 $7.86M
BYD
Boyd Gaming Corp

Consumer Cyclical
61
+ 42.96%
$60.8 - $79.02 $3.71K - $4.82K
203 $15.9M
ARE
Alexandria Real Estate Equities, Inc.

Real Estate
355
+ 36.56%
$67.83 - $92.33 $24.1K - $32.8K
1.33K $96.3M
AWR
American States Water CO

Utilities
84
+ 8400.0%
$75.1 - $81.3 $6.31K - $6.83K
85 $6.52M
EPR
Epr Properties

Real Estate
97
+ 72.39%
$43.53 - $59.11 $4.22K - $5.73K
231 $13.5M
USB
Us Bancorp \De\

Financial Services
135
+ 137.76%
$36.4 - $45.76 $4.91K - $6.18K
233 $10.6M
SNDR
Schneider National, Inc.

Industrials
264
+ 26400.0%
$21.06 - $24.75 $5.56K - $6.53K
265 $6.4M
T
At&T Inc.

Communication Services
91
+ 1.63%
$26.33 - $28.94 $2.4K - $2.63K
5.68K $164M
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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