True Wealth Design, LLC New Holdings in Q4 2024

True Wealth Design, LLC

  • $258 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
Coherent Corp
6
New
N/A
6 $569K
GXO
Gxo Logistics, Inc.

Industrials
13
New
$41.93 - $63.02 $545 - $819
13 $561K
LHX
L3 Harris Technologies, Inc.

Industrials
3
New
$208.94 - $264.22 $627 - $793
3 $558K
FYBR
Frontier Communications Parent, Inc.

Communication Services
16
New
$34.15 - $36.14 $546 - $578
16 $556K
Ferrovial Se
13
New
N/A
13 $547K
ATLO
Ames National Corp

Financial Services
33
New
$15.93 - $18.69 $526 - $617
33 $543K
HELE
Helen Of Troy LTD

Consumer Defensive
9
New
$59.46 - $73.79 $535 - $664
9 $539K
DLHC
Dlh Holdings Corp.

Industrials
63
New
$7.35 - $9.53 $463 - $600
63 $506K
CPNG
Coupang, Inc.

Consumer Cyclical
23
New
$21.98 - $26.89 $506 - $618
23 $506K
DXPE
Dxp Enterprises Inc

Industrials
6
New
$48.51 - $83.32 $291 - $500
6 $496K
GWRS
Global Water Resources, Inc.

Utilities
43
New
$11.32 - $13.5 $487 - $581
43 $495K
TRC
Tejon Ranch CO

Industrials
31
New
$14.82 - $17.5 $459 - $543
31 $493K
Smurfit Westrock PLC
9
New
N/A
9 $485K
UHT
Universal Health Realty Income Trust

Real Estate
13
New
$36.47 - $45.19 $474 - $587
13 $484K
ANIK
Anika Therapeutics, Inc.

Healthcare
29
New
$16.04 - $25.53 $465 - $740
29 $478K
PRIM
Primoris Services Corp

Industrials
6
New
$57.06 - $84.91 $342 - $509
6 $459K
CHCT
Community Healthcare Trust Inc

Real Estate
23
New
$16.06 - $19.35 $369 - $445
23 $442K
MSTR
Microstrategy Inc

Technology
2
New
$162.69 - $473.83 $325 - $948
2 $435K
OMI
Owens & Minor Inc

Healthcare
33
New
$11.8 - $14.78 $389 - $488
33 $432K
HBB
Hamilton Beach Brands Holding CO

Consumer Cyclical
25
New
$16.21 - $31.36 $405 - $784
25 $421K
LPX
Louisiana Pacific Corp

Industrials
4
New
$98.02 - $120.27 $392 - $481
4 $415K
Alerus Finl Corp
21
New
N/A
21 $405K
III
Information Services Group Inc.

Technology
119
New
$3.07 - $3.8 $365 - $452
119 $398K
CENTA
Central Garden & Pet Company C

Consumer Defensive
12
New
$28.13 - $36.73 $338 - $441
12 $397K
BK
Bank Of New York Mellon Corp

Financial Services
5
New
$70.82 - $81.87 $354 - $409
5 $385K
UTL
Unitil Corp

Utilities
7
New
$53.77 - $60.69 $376 - $425
7 $380K
GLRE
Greenlight Capital Re, Ltd.

Financial Services
27
New
$13.23 - $15.48 $357 - $418
27 $378K
EML
Eastern CO

Industrials
14
New
$26.35 - $34.36 $369 - $481
14 $372K
LCUT
Lifetime Brands, Inc

Consumer Cyclical
61
New
$5.29 - $6.87 $323 - $419
61 $361K
ITOS
I Teos Therapeutics, Inc.

Healthcare
45
New
$7.22 - $10.02 $325 - $451
45 $346K
WYNN
Wynn Resorts LTD

Consumer Cyclical
4
New
$84.3 - $106.41 $337 - $426
4 $345K
Biohaven LTD
9
New
N/A
9 $337K
KFS
Kingsway Financial Services Inc

Consumer Cyclical
39
New
$8.17 - $9.55 $319 - $372
39 $327K
NATH
Nathans Famous, Inc.

Consumer Cyclical
4
New
$78.61 - $93.6 $314 - $374
4 $315K
PTON
Peloton Interactive, Inc.

Consumer Cyclical
36
New
$4.34 - $10.57 $156 - $381
36 $314K
Ni Hldgs Inc
20
New
N/A
20 $314K
CYRX
Cryoport, Inc.

Industrials
40
New
$6.52 - $8.42 $261 - $337
40 $312K
QIPT
Quipt Home Medical Corp.

Healthcare
102
New
$2.36 - $3.07 $241 - $313
102 $312K
FET
Forum Energy Technologies, Inc.

Energy
20
New
$13.94 - $16.44 $279 - $329
20 $310K
REAL
The Real Real, Inc.

Consumer Cyclical
28
New
$2.89 - $11.18 $80.9 - $313
28 $307K
NVRO
Nevro Corp

Healthcare
79
New
$3.59 - $5.78 $284 - $457
79 $294K
National Cinemedia Inc
43
New
N/A
43 $286K
OSK
Oshkosh Corp

Industrials
3
New
$93.84 - $115.52 $282 - $347
3 $286K
QLYS
Qualys, Inc.

Technology
2
New
$119.24 - $159.23 $238 - $318
2 $281K
RLAY
Relay Therapeutics, Inc.

Healthcare
68
New
$4.12 - $6.8 $280 - $462
68 $281K
SDRL
Seadrill Limited

Energy
7
New
N/A
7 $273K
APPS
Digital Turbine, Inc.

Technology
159
New
$1.21 - $3.7 $192 - $588
159 $269K
LENB
Lennar Corporation Cl B
2
New
N/A
2 $265K
ESCA
Escalade Inc

Consumer Cyclical
18
New
$13.03 - $16.49 $235 - $297
18 $258K
Activity Summary
Buys All Purchases 833 New Holdings 278 Increased Positions 555 Sells All Sells 322 Reductions 322 Sold out 0 Options Calls 0 Puts 0
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