True Wealth Design, LLC New Holdings in Q1 2025

True Wealth Design, LLC

  • $263 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
FDBC
Fidelity D & D Bancorp Inc

Financial Services
4
New
$41.61 - $47.59 $166 - $190
4 $167K
BCPC
Balchem Corp

Basic Materials
1
New
$154.22 - $176.16 $154 - $176
1 $166K
ACNB
Acnb Corp

Financial Services
4
New
$36.69 - $43.26 $147 - $173
4 $165K
KYMR
Kymera Therapeutics, Inc.

Healthcare
6
New
$27.37 - $44.36 $164 - $266
6 $165K
EPRT
Essential Properties Realty Trust, Inc.

Real Estate
5
New
$30.51 - $32.85 $153 - $164
5 $164K
PEBK
Peoples Bancorp Of North Carolina Inc

Financial Services
6
New
$26.32 - $31.08 $158 - $186
6 $164K
ATUS
Altice Usa, Inc.

Communication Services
61
New
$2.27 - $3.11 $138 - $190
61 $163K
CPF
Central Pacific Financial Corp

Financial Services
6
New
$26.39 - $30.61 $158 - $184
6 $163K
Mac Copper Limited
17
New
N/A
17 $163K
ARVN
Arvinas, Inc.

Healthcare
23
New
$7.02 - $20.5 $161 - $472
23 $162K
GNL
Global Net Lease, Inc.

Real Estate
20
New
$6.91 - $8.26 $138 - $165
20 $161K
ESE
Esco Technologies Inc

Technology
1
New
$128.92 - $169.65 $129 - $170
1 $160K
LW
Lamb Weston Holdings, Inc.

Consumer Defensive
3
New
$48.65 - $66.04 $146 - $198
3 $160K
Standardaero Inc
6
New
N/A
6 $160K
FFNW
First Financial Northwest, Inc.

Financial Services
7
New
$19.14 - $22.77 $134 - $159
7 $159K
OLP
One Liberty Properties Inc

Real Estate
6
New
$25.14 - $27.51 $151 - $165
6 $158K
STGW
Stagwell Inc

Communication Services
26
New
$5.93 - $6.75 $154 - $176
26 $158K
Latam Airlines Group Sa
5
New
N/A
5 $157K
MLTX
Moon Lake Immunotherapeutics

Healthcare
4
New
$36.75 - $54.34 $147 - $217
4 $157K
Net Lease Office Properties
5
New
N/A
5 $157K
SMBC
Southern Missouri Bancorp, Inc.

Financial Services
3
New
$52.02 - $61.53 $156 - $185
3 $157K
MCFT
Master Craft Boat Holdings, Inc.

Consumer Cyclical
9
New
$16.68 - $21.18 $150 - $191
9 $155K
OLMA
Olema Pharmaceuticals, Inc.

Healthcare
41
New
$3.76 - $6.39 $154 - $262
41 $155K
MITT
Ag Mortgage Investment Trust, Inc.

Real Estate
21
New
$6.16 - $7.85 $129 - $165
21 $154K
LFST
Life Stance Health Group, Inc.

Healthcare
23
New
$6.6 - $8.17 $152 - $188
23 $154K
Princeton Bancorp Inc
5
New
N/A
5 $153K
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
1
New
$132.75 - $177.12 $133 - $177
1 $153K
KREF
Kkr Real Estate Finance Trust Inc.

Real Estate
14
New
$9.92 - $11.41 $139 - $160
14 $152K
PINE
Alpine Income Property Trust, Inc.

Real Estate
9
New
$15.78 - $17.2 $142 - $155
9 $151K
FCBC
First Community Bankshares Inc

Financial Services
4
New
$37.69 - $45.34 $151 - $181
4 $151K
RM
Regional Management Corp.

Financial Services
5
New
$28.98 - $36.94 $145 - $185
5 $151K
EAT
Brinker International, Inc

Consumer Cyclical
1
New
$133.46 - $189.14 $133 - $189
1 $150K
Encore Energy Corp
109
New
N/A
109 $150K
PCB
Pcb Bancorp

Financial Services
8
New
$18.46 - $20.7 $148 - $166
8 $150K
Safehold Inc
8
New
N/A
8 $150K
IRBT
Irobot Corp

Consumer Cyclical
55
New
$2.7 - $12.7 $149 - $699
55 $149K
PROK
Prokidney Corp Ord Shs Cl A(Cy

Healthcare
170
New
$0.88 - $1.86 $150 - $316
170 $149K
WTI
W&T Offshore Inc

Energy
95
New
$1.44 - $1.89 $137 - $180
95 $148K
AGIO
Agios Pharmaceuticals, Inc.

Healthcare
5
New
$29.3 - $35.9 $147 - $180
5 $147K
TRTX
Tpg Re Finance Trust, Inc.

Real Estate
18
New
$8.02 - $8.72 $144 - $157
18 $147K
CNDT
Conduent Inc

Technology
54
New
$2.7 - $4.42 $146 - $239
54 $146K
ORIC
Oric Pharmaceuticals, Inc.

Healthcare
26
New
$5.58 - $12.54 $145 - $326
26 $146K
MASS
908 Devices Inc.

Healthcare
32
New
$1.98 - $4.58 $63.4 - $147
32 $144K
FRGE
Forge Global Holdings, Inc.

Technology
256
New
$0.55 - $8.43 $141 - $2.16K
256 $144K
LAUR
Laureate Education, Inc.

Consumer Defensive
7
New
$18.04 - $20.97 $126 - $147
7 $144K
CELC
Celcuity Inc.

Healthcare
14
New
$8.62 - $13.62 $121 - $191
14 $142K
EXLS
Exl Service Holdings, Inc.

Technology
3
New
$44.13 - $51.8 $132 - $155
3 $142K
LSEA
Landsea Homes Corp

Real Estate
22
New
$6.38 - $8.75 $140 - $193
22 $142K
QUAD
Quad/Graphics, Inc.

Industrials
26
New
$5.45 - $7.93 $142 - $206
26 $142K
Activity Summary
Buys All Purchases 2154 New Holdings 1347 Increased Positions 807 Sells All Sells 381 Reductions 381 Sold out 0 Options Calls 0 Puts 0
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