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
SBCF
Seacoast Banking Corp Of Florida

Financial Services
47
New
$25.31 - $30.02 $1.19K - $1.41K
47 $1.21M
BANF
Bancfirst Corp

Financial Services
11
New
$108.28 - $123.19 $1.19K - $1.36K
11 $1.21M
TNET
Trinet Group, Inc.

Industrials
15
New
$66.51 - $95.72 $998 - $1.44K
15 $1.19M
CMCO
Columbus Mckinnon Corp

Industrials
70
New
$15.95 - $37.61 $1.12K - $2.63K
70 $1.19M
LAB
Standard Biotools Inc.

Healthcare
1.1K
New
$1.01 - $2.06 $1.11K - $2.26K
1.1K $1.18M
MRUS
Merus N.V.

Healthcare
28
New
$39.01 - $49.16 $1.09K - $1.38K
28 $1.18M
EHAB
Enhabit, Inc.

Healthcare
134
New
$7.64 - $9.29 $1.02K - $1.24K
134 $1.18M
Solid Biosciences Inc
318
New
N/A
318 $1.18M
EE
Excelerate Energy, Inc.

Utilities
41
New
$27.92 - $32.38 $1.14K - $1.33K
41 $1.18M
TRMK
Trustmark Corp

Financial Services
34
New
$32.92 - $38.83 $1.12K - $1.32K
34 $1.17M
RMR
Rmr Group Inc.

Real Estate
70
New
$16.65 - $20.37 $1.17K - $1.43K
70 $1.17M
ENSG
Ensign Group, Inc

Healthcare
9
New
$125.4 - $148.86 $1.13K - $1.34K
9 $1.17M
ATRO
Astronics Corp

Industrials
48
New
$15.6 - $26.5 $749 - $1.27K
48 $1.16M
SPXC
Spx Corp

Industrials
9
New
$128.78 - $154.37 $1.16K - $1.39K
9 $1.16M
CPK
Chesapeake Utilities Corp

Utilities
9
New
$116.55 - $130.37 $1.05K - $1.17K
9 $1.16M
ALV
Autoliv Inc

Consumer Cyclical
13
New
$87.68 - $102.7 $1.14K - $1.34K
13 $1.15M
OSBC
Old Second Bancorp Inc

Financial Services
68
New
$16.18 - $19.4 $1.1K - $1.32K
68 $1.13M
RLI
Rli Corp

Financial Services
14
New
$71.75 - $163.21 $1K - $2.28K
14 $1.13M
BANC
Banc Of California, Inc.

Financial Services
78
New
$12.94 - $16.52 $1.01K - $1.29K
78 $1.11M
PDM
Piedmont Office Realty Trust, Inc.

Real Estate
150
New
N/A
150 $1.11M
PJT
Pjt Partners Inc.

Financial Services
8
New
$135.97 - $177.59 $1.09K - $1.42K
8 $1.1M
NBN
Northeast Bk Lewiston Me Com

Financial Services
12
New
$89.03 - $109.56 $1.07K - $1.31K
12 $1.1M
TOST
Toast, Inc.

Technology
33
New
$32.61 - $41.98 $1.08K - $1.39K
33 $1.1M
SPNS
Sapiens International Corp N V

Technology
40
New
$25.3 - $28.76 $1.01K - $1.15K
40 $1.08M
GLDD
Great Lakes Dredge & Dock Corp

Industrials
123
New
$7.67 - $12.44 $943 - $1.53K
123 $1.07M
BLZE
Backblaze, Inc.

Technology
221
New
$4.83 - $7.55 $1.07K - $1.67K
221 $1.07M
Loar Holdings Inc
15
New
N/A
15 $1.06M
WTS
Watts Water Technologies Inc

Industrials
5
New
$195.28 - $224.67 $976 - $1.12K
5 $1.02M
NEO
Neogenomics Inc

Healthcare
107
New
$9.09 - $18.61 $973 - $1.99K
107 $1.02M
LC
Lending Club Corp

Financial Services
98
New
$10.25 - $17.51 $1K - $1.72K
98 $1.01M
QTRX
Quanterix Corp

Healthcare
155
New
$6.51 - $12.08 $1.01K - $1.87K
155 $1.01M
ENS
Ener Sys

Industrials
11
New
$89.62 - $103.2 $986 - $1.14K
11 $1.01M
FLWS
1 800 Flowers Com Inc

Consumer Cyclical
170
New
$5.53 - $9.09 $940 - $1.55K
170 $1M
APG
A Pi Group Corp

Industrials
28
New
$35.67 - $40.88 $999 - $1.14K
28 $1M
NMRK
Newmark Group, Inc.

Real Estate
82
New
$11.84 - $14.69 $971 - $1.2K
82 $998K
RCUS
Arcus Biosciences, Inc.

Healthcare
126
New
$7.85 - $15.24 $989 - $1.92K
126 $990K
LFUS
Littelfuse Inc

Technology
5
New
$196.74 - $255.16 $984 - $1.28K
5 $984K
NWN
Northwest Natural Holding CO

Utilities
23
New
$38.31 - $42.72 $881 - $983
23 $983K
ABCB
Ameris Bancorp

Financial Services
17
New
$55.56 - $68.47 $945 - $1.16K
17 $979K
SES
Ses Ai Corp

Consumer Cyclical
1.86K
New
$0.4 - $2.25 $744 - $4.18K
1.86K $968K
ENVA
Enova International, Inc.

Financial Services
10
New
$87.18 - $116.49 $872 - $1.16K
10 $966K
GHM
Graham Corp

Industrials
33
New
$28.82 - $49.72 $951 - $1.64K
33 $952K
UA
Under Armour Inc Cl C

Consumer Cyclical
158
New
$5.95 - $7.79 $940 - $1.23K
158 $941K
BBW
Build A Bear Workshop Inc

Consumer Cyclical
25
New
$35.19 - $46.6 $880 - $1.17K
25 $930K
ACA
Arcosa, Inc.

Industrials
12
New
$77.12 - $103.53 $925 - $1.24K
12 $926K
JXN
Jackson Financial Inc.

Financial Services
11
New
$79.36 - $97.88 $873 - $1.08K
11 $922K
ORA
Ormat Technologies, Inc.

Utilities
13
New
$62.47 - $72.93 $812 - $948
13 $921K
ENOV
Enovis Corp

Industrials
24
New
$35.51 - $47.99 $852 - $1.15K
24 $918K
CTS
Cts Corp

Technology
22
New
$41.45 - $52.95 $912 - $1.16K
22 $915K
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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