True Wealth Design, LLC New Holdings in Q3 2025

True Wealth Design, LLC

  • $327 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
PUK
Prudential PLC

Financial Services
277
New
$24.27 - $28.15 $6.72K - $7.8K
277 $7.75M
ASGN
Asgn Inc

Technology
157
New
$47.05 - $55.65 $7.39K - $8.74K
157 $7.43M
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
250
New
$28.95 - $29.73 $7.24K - $7.43K
250 $7.43M
IBN
Icici Bank LTD

Financial Services
239
New
$30.23 - $34.41 $7.22K - $8.22K
239 $7.23M
MFA
Mfa Financial, Inc.

Real Estate
756
New
$9.09 - $10.4 $6.87K - $7.86K
756 $6.95M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
160
New
$39.8 - $42.86 $6.37K - $6.86K
160 $6.85M
FOLD
Amicus Therapeutics, Inc.

Healthcare
851
New
$5.84 - $8.57 $4.97K - $7.29K
851 $6.71M
OLN
Olin Corp

Basic Materials
252
New
$18.23 - $26.93 $4.59K - $6.79K
252 $6.3M
SE
Sea LTD

Consumer Cyclical
31
New
$146.23 - $196.5 $4.53K - $6.09K
31 $5.54M
CM
Canadian Imperial Bank Of Commerce

Financial Services
67
New
$71.11 - $81.68 $4.76K - $5.47K
67 $5.35M
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
87
New
$57.1 - $70.52 $4.97K - $6.14K
87 $5.19M
BNDX
Vanguard Total International B

ETFs
98
New
$49.0 - $49.51 $4.8K - $4.85K
98 $4.85M
GMED
Globus Medical Inc

Healthcare
83
New
$51.89 - $62.79 $4.31K - $5.21K
83 $4.75M
IVR
Invesco Mortgage Capital Inc.

Real Estate
612
New
$7.23 - $8.07 $4.42K - $4.94K
612 $4.63M
ALB
Albemarle Corp

Basic Materials
56
New
$62.9 - $88.1 $3.52K - $4.93K
56 $4.57M
INFY
Infosys LTD

Technology
276
New
$15.98 - $18.96 $4.41K - $5.23K
276 $4.49M
NWE
Northwestern Corp

Utilities
76
New
$51.58 - $58.61 $3.92K - $4.45K
76 $4.43M
RDY
Dr Reddys Laboratories LTD

Healthcare
302
New
$13.33 - $15.08 $4.03K - $4.55K
302 $4.22M
Penguin Solutions Inc
155
New
N/A
155 $4.07M
SYNA
Synaptics Inc

Technology
58
New
$59.7 - $74.35 $3.46K - $4.31K
58 $3.96M
BSCV
Invesco ETF Self Indexed Fd Tr
228
New
$16.39 - $16.83 $3.74K - $3.84K
228 $3.8M
MFC
Manulife Financial Corp

Financial Services
118
New
$29.9 - $32.34 $3.53K - $3.82K
118 $3.68M
EMRAF
Emera Inc

Utilities
74
New
$45.39 - $46.03 $3.36K - $3.41K
74 $3.55M
MNKD
Mannkind Corp

Healthcare
648
New
$3.42 - $5.74 $2.22K - $3.72K
648 $3.48M
OPCH
Option Care Health, Inc.

Healthcare
123
New
$26.82 - $31.95 $3.3K - $3.93K
123 $3.42M
CYBR
Cyber Ark Software Ltd.

Technology
7
New
$374.8 - $491.1 $2.62K - $3.44K
7 $3.38M
TTI
Tetra Technologies Inc

Energy
568
New
$3.23 - $5.89 $1.83K - $3.35K
568 $3.27M
ALGM
Allegro Microsystems, Inc.

Technology
111
New
$29.16 - $37.51 $3.24K - $4.16K
111 $3.24M
WF
Woori Financial Group Inc.

Financial Services
57
New
$49.62 - $57.76 $2.83K - $3.29K
57 $3.2M
DISV
Dimensional ETF Tr Dimensional

ETFs
89
New
$32.78 - $35.79 $2.92K - $3.19K
89 $3.19M
MDXG
Mimedx Group, Inc.

Healthcare
450
New
$6.1 - $7.31 $2.75K - $3.29K
450 $3.14M
Ibotta Inc
109
New
N/A
109 $3.04M
AVEM
American Centy ETF Tr Avantis

ETFs
40
New
$68.33 - $75.41 $2.73K - $3.02K
40 $3.01M
USCI
United States Commodity Index Funds Trust

ETFs
38
New
$72.95 - $78.86 $2.77K - $3K
38 $2.96M
TCOM
Trip.Com Group LTD

Consumer Cyclical
39
New
$58.74 - $78.52 $2.29K - $3.06K
39 $2.93M
Kodiak Gas Svcs Inc
79
New
N/A
79 $2.92M
PDD
Pinduoduo Inc.

Consumer Cyclical
22
New
$102.41 - $134.86 $2.25K - $2.97K
22 $2.91M
NTES
Net Ease, Inc.

Communication Services
19
New
$127.31 - $159.34 $2.42K - $3.03K
19 $2.89M
BCH
Bank Of Chile

Financial Services
93
New
$27.32 - $30.97 $2.54K - $2.88K
93 $2.82M
JD
Jd.Com, Inc.

Consumer Cyclical
79
New
$30.39 - $35.64 $2.4K - $2.82K
79 $2.76M
BEKE
Ke Holdings Inc.

Real Estate
141
New
$17.51 - $20.36 $2.47K - $2.87K
141 $2.68M
Chimera Invt Corp
195
New
N/A
195 $2.58M
Brookfield Corp
36
New
N/A
36 $2.47M
KB
Kb Financial Group Inc.

Financial Services
29
New
$77.68 - $90.36 $2.25K - $2.62K
29 $2.41M
NESR
National Energy Services Reunited Corp.

Energy
229
New
$5.96 - $10.54 $1.36K - $2.41K
229 $2.35M
MUSA
Murphy Usa Inc.

Consumer Cyclical
6
New
$361.83 - $435.43 $2.17K - $2.61K
6 $2.33M
SUI
Sun Communities Inc

Real Estate
18
New
$116.6 - $131.28 $2.1K - $2.36K
18 $2.32M
HDB
Hdfc Bank LTD

Financial Services
67
New
$34.14 - $78.94 $2.29K - $5.29K
67 $2.29M
LI
Li Auto Inc.

Consumer Cyclical
90
New
$22.6 - $31.8 $2.03K - $2.86K
90 $2.28M
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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