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
EPSN
Epsilon Energy Ltd.

Energy
15
New
$4.93 - $7.52 $73.9 - $113
15 $76K
EML
Eastern CO

Industrials
3
New
$21.52 - $26.77 $64.6 - $80.3
3 $71K
ISTR
Investar Holding Corp

Financial Services
3
New
$19.6 - $23.61 $58.8 - $70.8
3 $70K
RXT
Rackspace Technology, Inc.

Technology
47
New
$1.14 - $1.57 $53.6 - $73.8
47 $67K
EXFY
Expensify, Inc.

Technology
35
New
$1.7 - $2.61 $59.5 - $91.4
35 $65K
SWKH
Swk Holdings Corp

Financial Services
4
New
$14.02 - $15.28 $56.1 - $61.1
4 $59K
RIOT
Riot Blockchain, Inc.

Technology
3
New
$11.03 - $19.78 $33.1 - $59.3
3 $58K
NGVT
Ingevity Corp

Basic Materials
1
New
$40.4 - $60.74 $40.4 - $60.7
1 $56K
TDW
Tidewater Inc

Energy
1
New
$46.32 - $63.19 $46.3 - $63.2
1 $54K
Nextnrg Inc
28
New
N/A
28 $52K
VAL
Valaris LTD

Energy
1
New
$43.9 - $52.99 $43.9 - $53
1 $49K
Bv Finl Inc
3
New
N/A
3 $49K
GBX
Greenbrier Companies Inc

Industrials
1
New
$43.97 - $56.91 $44 - $56.9
1 $47K
Sr Bancorp Inc
3
New
N/A
3 $46K
FRAF
Franklin Financial Services Corp

Financial Services
1
New
$35.59 - $48.92 $35.6 - $48.9
1 $46K
GNE
Genie Energy Ltd.

Utilities
3
New
$14.82 - $26.59 $44.5 - $79.8
3 $45K
VTEX
Vtex

Technology
10
New
$3.96 - $6.76 $39.6 - $67.6
10 $44K
SEVN
Seven Hills Realty Trust

Real Estate
4
New
$10.08 - $12.85 $40.3 - $51.4
4 $42K
QS
Quantum Scape Corp

Consumer Cyclical
3
New
$6.36 - $14.64 $19.1 - $43.9
3 $37K
FUNC
First United Corp

Financial Services
1
New
$32.02 - $38.41 $32 - $38.4
1 $37K
OVBC
Ohio Valley Banc Corp

Financial Services
1
New
$31.61 - $38.95 $31.6 - $39
1 $37K
CCCS
Ccc Intelligent Solutions Holdings Inc.

Technology
4
New
$9.11 - $10.03 $36.4 - $40.1
4 $37K
PRCT
Procept Bio Robotics Corp

Healthcare
1
New
$35.69 - $60.06 $35.7 - $60.1
1 $36K
JELD
Jeld Wen Holding, Inc.

Industrials
7
New
$4.13 - $6.76 $28.9 - $47.3
7 $35K
CBFV
Cb Financial Services, Inc.

Financial Services
1
New
$27.56 - $33.96 $27.6 - $34
1 $34K
Vivid Seats Inc
2
New
N/A
2 $34K
HWBK
Hawthorn Bancshares, Inc.

Financial Services
1
New
$28.22 - $33.71 $28.2 - $33.7
1 $32K
SAMG
Silvercrest Asset Management Group Inc.

Financial Services
2
New
$15.67 - $16.99 $31.3 - $34
2 $32K
LAKE
Lakeland Industries Inc

Consumer Cyclical
2
New
$13.35 - $15.5 $26.7 - $31
2 $30K
Brightspring Health Svcs Inc
1
New
N/A
1 $30K
LOCO
El Pollo Loco Holdings, Inc.

Consumer Cyclical
3
New
$9.7 - $11.47 $29.1 - $34.4
3 $30K
Orchid Is Cap Inc
4
New
N/A
4 $29K
LWAY
Lifeway Foods, Inc.

Consumer Defensive
1
New
$24.41 - $33.82 $24.4 - $33.8
1 $28K
TCMD
Tactile Systems Technology Inc

Healthcare
2
New
$9.52 - $14.17 $19 - $28.3
2 $28K
NGS
Natural Gas Services Group Inc

Energy
1
New
$23.29 - $28.78 $23.3 - $28.8
1 $28K
LARK
Landmark Bancorp Inc

Financial Services
1
New
$24.38 - $28.25 $24.4 - $28.3
1 $27K
UNB
Union Bankshares Inc

Financial Services
1
New
$24.86 - $28.81 $24.9 - $28.8
1 $25K
Lucid Group Inc
1
New
N/A
1 $24K
ELA
Envela Corp

Consumer Cyclical
3
New
$5.42 - $8.1 $16.3 - $24.3
3 $24K
CSTL
Castle Biosciences Inc

Healthcare
1
New
$14.65 - $24.65 $14.7 - $24.7
1 $23K
Hanover Bancorp Inc
1
New
N/A
1 $23K
RCEL
Avita Medical, Inc.

Healthcare
4
New
$4.17 - $6.76 $16.7 - $27
4 $21K
VOXCF
Vox Royalty Corp.
4
New
N/A
4 $18K
WHG
Westwood Holdings Group Inc

Financial Services
1
New
$15.37 - $18.76 $15.4 - $18.8
1 $17K
ECBK
Ecb Bancorp, Inc.

Financial Services
1
New
$15.37 - $17.22 $15.4 - $17.2
1 $16K
BRT
Brt Apartments Corp.

Real Estate
1
New
$14.52 - $16.55 $14.5 - $16.6
1 $16K
SWIM
Latham Group, Inc.

Industrials
2
New
$6.15 - $8.25 $12.3 - $16.5
2 $16K
Solo Brands Inc
1
New
N/A
1 $16K
Richmond Mut Bancorporation
1
New
N/A
1 $15K
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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