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
MSM
Msc Industrial Direct CO Inc

Industrials
20
New
$74.45 - $83.08 $1.49K - $1.66K
20 $1.55M
HP
Helmerich & Payne, Inc.

Energy
59
New
$24.69 - $36.7 $1.46K - $2.17K
59 $1.54M
DFS
Discover Financial Services

Financial Services
9
New
$152.99 - $203.25 $1.38K - $1.83K
9 $1.54M
AM
Antero Midstream Corp

Energy
85
New
$15.47 - $18.04 $1.31K - $1.53K
85 $1.53M
ORN
Orion Group Holdings Inc

Industrials
291
New
$5.23 - $9.27 $1.52K - $2.7K
291 $1.52M
BOOT
Boot Barn Holdings, Inc.

Consumer Cyclical
14
New
$100.91 - $174.52 $1.41K - $2.44K
14 $1.51M
WSFS
Wsfs Financial Corp

Financial Services
29
New
$49.95 - $59.33 $1.45K - $1.72K
29 $1.51M
MORN
Morningstar, Inc.

Financial Services
5
New
$282.49 - $334.73 $1.41K - $1.67K
5 $1.5M
ERAS
Erasca, Inc.

Healthcare
1.09K
New
$1.28 - $2.75 $1.4K - $3.01K
1.09K $1.5M
ADNT
Adient PLC

Consumer Cyclical
115
New
$12.81 - $18.26 $1.47K - $2.1K
115 $1.48M
OGE
Oge Energy Corp.

Utilities
32
New
$39.76 - $46.32 $1.27K - $1.48K
32 $1.47M
KNSL
Kinsale Capital Group, Inc.

Financial Services
3
New
$416.48 - $494.72 $1.25K - $1.48K
3 $1.46M
CSWI
Csw Industrials, Inc.

Industrials
5
New
$283.77 - $396.86 $1.42K - $1.98K
5 $1.46M
NRDS
Nerdwallet, Inc.

Financial Services
161
New
$8.77 - $15.15 $1.41K - $2.44K
161 $1.46M
KN
Knowles Corp

Technology
95
New
$15.2 - $20.58 $1.44K - $1.96K
95 $1.44M
STNE
Stone Co Ltd.

Technology
136
New
$7.85 - $11.45 $1.07K - $1.56K
136 $1.43M
SAH
Sonic Automotive Inc

Consumer Cyclical
25
New
$55.11 - $75.24 $1.38K - $1.88K
25 $1.42M
VOYA
Voya Financial, Inc.

Financial Services
21
New
$65.1 - $75.67 $1.37K - $1.59K
21 $1.42M
FITB
Fifth Third Bancorp

Financial Services
36
New
$37.48 - $44.96 $1.35K - $1.62K
36 $1.41M
MUSA
Murphy Usa Inc.

Consumer Cyclical
3
New
$435.02 - $515.95 $1.31K - $1.55K
3 $1.41M
WRLD
World Acceptance Corp

Financial Services
11
New
$109.64 - $152.25 $1.21K - $1.67K
11 $1.39M
HE
Hawaiian Electric Industries Inc

Utilities
127
New
$8.18 - $11.46 $1.04K - $1.46K
127 $1.39M
AMED
Amedisys Inc

Healthcare
15
New
$90.44 - $92.9 $1.36K - $1.39K
15 $1.39M
VCTR
Victory Capital Holdings, Inc.

Financial Services
24
New
$55.84 - $70.58 $1.34K - $1.69K
24 $1.39M
WAFD
Washington Federal Inc

Financial Services
48
New
$27.4 - $32.6 $1.32K - $1.56K
48 $1.37M
APO
Apollo Global Management, Inc.

Financial Services
10
New
$126.01 - $172.06 $1.26K - $1.72K
10 $1.37M
KTOS
Kratos Defense & Security Solutions, Inc.

Industrials
46
New
$24.39 - $35.22 $1.12K - $1.62K
46 $1.37M
BECN
Beacon Roofing Supply Inc

Industrials
11
New
$100.48 - $123.86 $1.11K - $1.36K
11 $1.36M
CMPR
Cimpress PLC

Communication Services
30
New
$41.88 - $74.85 $1.26K - $2.25K
30 $1.36M
GCT
Giga Cloud Technology Inc.

Technology
94
New
N/A
94 $1.34M
PAGS
Pag Seguro Digital Ltd.

Technology
173
New
$6.27 - $8.52 $1.08K - $1.47K
173 $1.32M
SMG
Scotts Miracle Gro CO

Basic Materials
24
New
$54.76 - $77.7 $1.31K - $1.86K
24 $1.32M
ADC
Agree Realty Corp

Real Estate
17
New
$68.36 - $77.19 $1.16K - $1.31K
17 $1.31M
STEP
Step Stone Group Inc.

Financial Services
25
New
$47.81 - $64.82 $1.2K - $1.62K
25 $1.31M
SSB
South State Corp

Financial Services
14
New
$89.4 - $108.33 $1.25K - $1.52K
14 $1.3M
TNYA
Tenaya Therapeutics, Inc.

Healthcare
2.28K
New
$0.44 - $1.52 $1K - $3.46K
2.28K $1.3M
VYGR
Voyager Therapeutics, Inc.

Healthcare
384
New
$3.38 - $6.04 $1.3K - $2.32K
384 $1.3M
MMS
Maximus, Inc.

Industrials
19
New
$64.34 - $79.68 $1.22K - $1.51K
19 $1.3M
RDN
Radian Group Inc

Financial Services
39
New
$30.6 - $34.58 $1.19K - $1.35K
39 $1.29M
Lithium Argentina Ag
600
New
N/A
600 $1.28M
WERN
Werner Enterprises Inc

Industrials
43
New
$29.25 - $38.23 $1.26K - $1.64K
43 $1.26M
SSD
Simpson Manufacturing Co., Inc.

Basic Materials
8
New
$154.39 - $176.55 $1.24K - $1.41K
8 $1.26M
SB
Safe Bulkers, Inc.

Industrials
340
New
$3.31 - $3.9 $1.13K - $1.33K
340 $1.26M
Cg Oncology Inc
51
New
N/A
51 $1.25M
Anaptysbio Inc
67
New
N/A
67 $1.25M
CASH
Meta Financial Group Inc

Financial Services
17
New
$69.94 - $81.54 $1.19K - $1.39K
17 $1.24M
JLL
Jones Lang Lasalle Inc

Real Estate
5
New
$238.0 - $284.76 $1.19K - $1.42K
5 $1.24M
SCSC
Scansource, Inc.

Technology
36
New
$34.01 - $51.68 $1.22K - $1.86K
36 $1.23M
MOGA
Moog Inc Cla
7
New
N/A
7 $1.21M
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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