True Wealth Design, LLC New Holdings in Q2 2025

True Wealth Design, LLC

  • $284 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
Simplify Exchange Traded Fun
203K
New
N/A
203K $10.2B
TYA
Simplify Exchange Traded Fds S

ETFs
745K
New
N/A
745K $10.1B
Simplify Exchange Traded Fun
148K
New
N/A
148K $7.2B
Pimco ETF Tr
68.1K
New
N/A
68.1K $1.81B
American Centy ETF Tr
28.8K
New
N/A
28.8K $1.56B
Tidal Tr Ii
7.65K
New
N/A
7.65K $178M
CHX
Champion X Corp

Energy
1.38K
New
$22.52 - $30.02 $31K - $41.4K
1.38K $34.2M
VT
Vanguard Total World Stk Index

ETFs
250
New
$103.16 - $128.52 $25.8K - $32.1K
250 $32.1M
Flutter Entmt PLC
83
New
N/A
83 $23.7M
GPOR
Gulfport Energy Corp

Energy
117
New
$158.62 - $206.57 $18.6K - $24.2K
117 $23.5M
Noble Corp PLC
637
New
N/A
637 $16.9M
TDC
Teradata Corp

Technology
727
New
$19.2 - $23.59 $14K - $17.1K
727 $16.2M
CRGY
Crescent Energy CO

Energy
1.58K
New
$7.29 - $11.18 $11.5K - $17.7K
1.58K $13.6M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
189
New
$55.54 - $69.09 $10.5K - $13.1K
189 $13.1M
LPG
Dorian Lpg Ltd.

Energy
510
New
$17.34 - $25.75 $8.84K - $13.1K
510 $12.4M
FELE
Franklin Electric CO Inc

Industrials
123
New
$84.21 - $95.87 $10.4K - $11.8K
123 $11M
STRA
Strategic Education, Inc.

Consumer Defensive
120
New
$77.09 - $92.26 $9.25K - $11.1K
120 $10.2M
STNG
Scorpio Tankers Inc.

Energy
260
New
$31.86 - $44.3 $8.28K - $11.5K
260 $10.2M
REXR
Rexford Industrial Realty, Inc.

Real Estate
286
New
$31.57 - $39.41 $9.03K - $11.3K
286 $10.2M
CVI
Cvr Energy Inc

Energy
293
New
$16.06 - $28.28 $4.71K - $8.29K
293 $7.87M
Pacs Group Inc
597
New
N/A
597 $7.71M
Ralliant Corp
159
New
N/A
159 $7.69M
IART
Integra Lifesciences Holdings Corp

Healthcare
593
New
$11.6 - $21.78 $6.88K - $12.9K
593 $7.28M
ENR
Energizer Holdings, Inc.

Industrials
351
New
$19.83 - $29.97 $6.96K - $10.5K
351 $7.08M
Lineage Inc
153
New
N/A
153 $6.66M
MGRC
Mcgrath Rentcorp

Industrials
57
New
$101.45 - $118.14 $5.78K - $6.73K
57 $6.61M
BGS
B&G Foods, Inc.

Consumer Defensive
1.55K
New
$4.02 - $7.07 $6.22K - $10.9K
1.55K $6.54M
HELE
Helen Of Troy LTD

Consumer Defensive
224
New
$24.48 - $53.26 $5.48K - $11.9K
224 $6.36M
FCF
First Commonwealth Financial Corp

Financial Services
386
New
$14.08 - $16.35 $5.43K - $6.31K
386 $6.27M
AVNS
Avanos Medical, Inc.

Healthcare
500
New
$12.03 - $14.52 $6.02K - $7.26K
500 $6.12M
JACK
Jack In The Box Inc

Consumer Cyclical
342
New
$16.83 - $28.8 $5.76K - $9.85K
342 $5.97M
EFSC
Enterprise Financial Services Corp

Financial Services
103
New
$46.2 - $55.78 $4.76K - $5.75K
103 $5.68M
IOSP
Innospec Inc.

Basic Materials
59
New
$82.54 - $95.65 $4.87K - $5.64K
59 $4.96M
TNC
Tennant CO

Industrials
63
New
$68.18 - $81.07 $4.3K - $5.11K
63 $4.88M
BHLB
Berkshire Hills Bancorp Inc

Financial Services
190
New
$22.9 - $26.78 $4.35K - $5.09K
190 $4.76M
ELS
Equity Lifestyle Properties Inc

Real Estate
68
New
$61.46 - $68.02 $4.18K - $4.63K
68 $4.19M
NBHC
National Bank Holdings Corp

Financial Services
111
New
$33.92 - $38.84 $3.77K - $4.31K
111 $4.18M
WABC
Westamerica Bancorporation

Financial Services
85
New
$43.72 - $50.7 $3.72K - $4.31K
85 $4.12M
KFRC
Kforce Inc

Industrials
99
New
$36.59 - $49.86 $3.62K - $4.94K
99 $4.07M
OFG
Ofg Bancorp

Financial Services
94
New
$34.78 - $43.28 $3.27K - $4.07K
94 $4.02M
CHRD
Oasis Petroleum Inc.

Energy
41
New
$82.03 - $113.54 $3.36K - $4.66K
41 $3.97M
DHT
Dht Holdings, Inc.

Energy
357
New
$9.45 - $12.15 $3.37K - $4.34K
357 $3.86M
PARR
Par Pacific Holdings, Inc.

Energy
145
New
$12.23 - $27.87 $1.77K - $4.04K
145 $3.85M
UUUU
Energy Fuels Inc

Energy
662
New
$3.44 - $5.9 $2.28K - $3.91K
662 $3.81M
CRI
Carters Inc

Consumer Cyclical
126
New
$29.83 - $42.12 $3.76K - $5.31K
126 $3.8M
SLAB
Silicon Laboratories Inc.

Technology
24
New
$86.17 - $148.63 $2.07K - $3.57K
24 $3.54M
SFL
Sfl Corp Ltd.

Industrials
420
New
$7.1 - $8.92 $2.98K - $3.75K
420 $3.5M
HRTG
Heritage Insurance Holdings, Inc.

Financial Services
133
New
$14.29 - $26.02 $1.9K - $3.46K
133 $3.32M
FBP
First Bancorp

Financial Services
154
New
$16.84 - $21.1 $2.59K - $3.25K
154 $3.21M
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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