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
COMP
Compass, Inc.

Technology
54
New
$6.15 - $9.69 $332 - $523
54 $434K
HSII
Heidrick & Struggles International Inc

Industrials
8
New
$43.05 - $51.79 $344 - $414
8 $399K
FCCO
First Community Corp

Financial Services
14
New
$24.47 - $29.14 $343 - $408
14 $396K
OFIX
Orthofix Medical Inc.

Healthcare
27
New
$10.63 - $15.48 $287 - $418
27 $396K
UTI
Universal Technical Institute Inc

Consumer Defensive
12
New
$25.5 - $33.42 $306 - $401
12 $391K
First Svgs Finl Group Inc
12
New
N/A
12 $378K
Tuhura Biosciences Inc
152
New
N/A
152 $377K
LINC
Lincoln Educational Services Corp

Consumer Defensive
16
New
$18.81 - $24.5 $301 - $392
16 $376K
BSRR
Sierra Bancorp

Financial Services
13
New
$28.33 - $32.24 $368 - $419
13 $376K
GO
Grocery Outlet Holding Corp.

Consumer Defensive
23
New
$12.88 - $18.66 $296 - $429
23 $370K
BVS
Bioventus Inc.

Healthcare
54
New
$6.14 - $7.64 $332 - $413
54 $362K
TIPT
Tiptree Inc.

Financial Services
18
New
$19.05 - $25.49 $343 - $459
18 $346K
ASTS
Ast Space Mobile, Inc.

Communication Services
7
New
$36.91 - $60.06 $258 - $420
7 $344K
CBAN
Colony Bankcorp Inc

Financial Services
20
New
$15.92 - $18.26 $318 - $365
20 $341K
PFHC
Pro Frac Holding Corp.

Energy
89
New
N/A
89 $330K
IMAX
Imax Corp

Communication Services
10
New
$24.51 - $32.75 $245 - $328
10 $328K
NVMI
Nova Ltd.

Technology
1
New
$237.16 - $319.66 $237 - $320
1 $320K
CHMG
Chemung Financial Corp

Financial Services
6
New
$49.14 - $55.0 $295 - $330
6 $316K
HMST
Home Street, Inc.

Financial Services
23
New
$12.63 - $14.0 $290 - $322
23 $307K
LADR
Ladder Capital Corp

Real Estate
28
New
$10.86 - $11.81 $304 - $331
28 $306K
HBT
Hbt Financial, Inc.

Financial Services
12
New
$23.95 - $26.66 $287 - $320
12 $303K
Smartstop Self Storag Reit I
8
New
N/A
8 $302K
Meridian Corporation
19
New
N/A
19 $301K
Flagstar Financial Inc
26
New
N/A
26 $301K
OPAL
Opal Fuels Inc.

Utilities
136
New
$2.05 - $2.67 $279 - $363
136 $300K
CZNC
Citizens & Northern Corp

Financial Services
15
New
$18.39 - $20.55 $276 - $308
15 $298K
Phinia Inc
5
New
N/A
5 $288K
CNMD
Conmed Corp

Healthcare
6
New
$45.67 - $55.81 $274 - $335
6 $283K
HNI
Hni Corp

Industrials
6
New
$43.18 - $52.5 $259 - $315
6 $282K
FRBA
First Bank (Nj) Common Stock

Financial Services
17
New
$14.64 - $16.99 $249 - $289
17 $277K
UIHC
United Insurance Holdings Corp.

Financial Services
24
New
N/A
24 $274K
CCOI
Cogent Communications Holdings, Inc.

Communication Services
7
New
$30.62 - $52.91 $214 - $370
7 $269K
ALLO
Allogene Therapeutics, Inc.

Healthcare
216
New
$1.03 - $1.66 $222 - $359
216 $268K
Gci Liberty Inc
7
New
N/A
7 $261K
PLBC
Plumas Bancorp

Financial Services
6
New
$40.01 - $47.52 $240 - $285
6 $259K
CCO
Clear Channel Outdoor Holdings, Inc.

Communication Services
163
New
$1.02 - $1.58 $166 - $258
163 $258K
HTZ
Hertz Global Holdings, Inc

Industrials
37
New
$5.11 - $7.97 $189 - $295
37 $252K
NBTB
Nbt Bancorp Inc

Financial Services
6
New
$40.56 - $45.07 $243 - $270
6 $251K
CTRN
Citi Trends Inc

Consumer Cyclical
8
New
$29.09 - $38.81 $233 - $310
8 $249K
EXPI
Exp World Holdings, Inc.

Real Estate
23
New
$9.32 - $11.59 $214 - $267
23 $246K
Lanzatech Global Inc
10
New
N/A
10 $246K
ADV
Advantage Solutions Inc.

Communication Services
160
New
$1.3 - $1.96 $208 - $314
160 $245K
EBMT
Eagle Bancorp Montana, Inc.

Financial Services
14
New
$15.62 - $17.77 $219 - $249
14 $242K
PKBK
Parke Bancorp, Inc.

Financial Services
11
New
$20.31 - $22.72 $223 - $250
11 $238K
SD
Sandridge Energy Inc

Energy
21
New
$10.0 - $12.1 $210 - $254
21 $237K
RVSB
Riverview Bancorp Inc

Financial Services
44
New
$4.82 - $5.75 $212 - $253
44 $237K
EFSI
Eagle Financial Services Inc

Financial Services
6
New
$31.28 - $39.7 $188 - $238
6 $227K
CBNK
Capital Bancorp Inc

Financial Services
7
New
$30.91 - $35.68 $216 - $250
7 $224K
LILAK
Liberty Latin Amer LTD Cl C (B

Communication Services
26
New
$6.26 - $8.46 $163 - $220
26 $220K
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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