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
ABOS
Acumen Pharmaceuticals, Inc.

Healthcare
29
New
$1.1 - $1.9 $31.9 - $55.1
29 $32K
AUB
Atlantic Union Bankshares Corp

Financial Services
1
New
$30.68 - $39.07 $30.7 - $39.1
1 $32K
ESPR
Esperion Therapeutics, Inc.

Healthcare
22
New
$1.44 - $2.34 $31.7 - $51.5
22 $32K
ADGI
Adagio Therapeutics, Inc.

Healthcare
52
New
N/A
52 $32K
LBRT
Liberty Energy Inc.

Energy
2
New
$14.13 - $23.12 $28.3 - $46.2
2 $32K
Perspective Therapeutics Inc
15
New
N/A
15 $32K
SMID
Smith Midland Corp

Basic Materials
1
New
$31.07 - $44.55 $31.1 - $44.6
1 $32K
NOVA
Sunnova Energy International Inc.

Technology
85
New
$0.3 - $4.51 $25.5 - $383
85 $32K
DXLG
Destination Xl Group, Inc.

Consumer Cyclical
21
New
$1.45 - $3.08 $30.5 - $64.7
21 $31K
ULCC
Frontier Group Holdings, Inc.

Industrials
7
New
$4.34 - $10.06 $30.4 - $70.4
7 $31K
Klaviyo Inc
1
New
N/A
1 $31K
Rapport Therapeutics Inc
3
New
N/A
3 $31K
ENOB
Enochian Biosciences Inc

Healthcare
56
New
N/A
56 $31K
RSVR
Reservoir Media, Inc.

Communication Services
4
New
$7.25 - $8.54 $29 - $34.2
4 $31K
TWIN
Twin Disc Inc

Industrials
4
New
$7.51 - $11.6 $30 - $46.4
4 $31K
WSBC
Wesbanco Inc

Financial Services
1
New
$30.36 - $37.08 $30.4 - $37.1
1 $31K
STKS
One Group Hospitality, Inc.

Consumer Cyclical
10
New
$2.45 - $3.89 $24.5 - $38.9
10 $30K
PRCH
Porch Group, Inc.

Technology
4
New
$3.79 - $7.96 $15.2 - $31.8
4 $30K
PGEN
Precigen, Inc.

Healthcare
20
New
$1.07 - $2.03 $21.4 - $40.6
20 $30K
TTEK
Tetra Tech Inc

Industrials
1
New
$28.26 - $42.58 $28.3 - $42.6
1 $30K
FIBK
First Interstate Bancsystem Inc

Financial Services
1
New
$27.77 - $33.5 $27.8 - $33.5
1 $29K
FSP
Franklin Street Properties Corp

Real Estate
16
New
$1.74 - $2.04 $27.8 - $32.6
16 $29K
FULC
Fulcrum Therapeutics, Inc.

Healthcare
10
New
$2.88 - $5.08 $28.8 - $50.8
10 $29K
QRHC
Quest Resource Holding Corp

Industrials
11
New
$2.6 - $6.47 $28.6 - $71.2
11 $29K
UCBI
United Community Banks Inc

Financial Services
1
New
N/A
1 $29K
ATNM
Actinium Pharmaceuticals, Inc.

Healthcare
17
New
$1.06 - $2.12 $18 - $36
17 $28K
Alti Global Inc
9
New
N/A
9 $28K
Ispire Technology Inc
10
New
N/A
10 $28K
Middlefield Banc Corp
1
New
N/A
1 $28K
A K A Brands Hldg Corp
2
New
N/A
2 $27K
Cartesian Therapeutics Inc
2
New
N/A
2 $27K
IPSC
Century Therapeutics, Inc.

Healthcare
55
New
$0.48 - $1.11 $26.4 - $61.1
55 $27K
CLPR
Clipper Realty Inc.

Real Estate
7
New
$3.7 - $4.9 $25.9 - $34.3
7 $27K
DAN
Dana Inc

Consumer Cyclical
2
New
$11.27 - $16.88 $22.5 - $33.8
2 $27K
IAUX
I 80 Gold Corp.
46
New
$0.53 - $0.83 $24.4 - $38.2
46 $27K
Offerpad Solutions Inc
16
New
N/A
16 $27K
TBPH
Theravance Biopharma, Inc.

Healthcare
3
New
$8.44 - $10.47 $25.3 - $31.4
3 $27K
BBAI
Big Bear.Ai Holdings, Inc.

Technology
9
New
$2.86 - $9.78 $25.7 - $88
9 $26K
GALT
Galectin Therapeutics Inc

Healthcare
21
New
$1.1 - $1.76 $23.1 - $37
21 $26K
GERN
Geron Corp

Healthcare
16
New
$1.59 - $3.6 $25.4 - $57.6
16 $26K
LVO
Live One, Inc.

Communication Services
37
New
$0.68 - $1.47 $25.2 - $54.4
37 $26K
Orchestra Biomed Hldgs Inc
6
New
N/A
6 $26K
MYPS
Playstudios, Inc.

Communication Services
20
New
$1.15 - $1.95 $23 - $39
20 $26K
Alumis Inc
4
New
N/A
4 $25K
AMN
Amn Healthcare Services Inc

Healthcare
1
New
$23.07 - $28.1 $23.1 - $28.1
1 $25K
BYND
Beyond Meat, Inc.

Consumer Defensive
8
New
$3.05 - $4.4 $24.4 - $35.2
8 $25K
FFBC
First Financial Bancorp

Financial Services
1
New
$24.25 - $29.06 $24.3 - $29.1
1 $25K
HRTX
Heron Therapeutics, Inc.

Healthcare
11
New
$1.47 - $2.55 $16.2 - $28
11 $25K
IBRX
Immunity Bio, Inc.

Healthcare
8
New
$2.32 - $3.9 $18.6 - $31.2
8 $25K
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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