True Wealth Design, LLC Reduced Holdings in Q2 2025

True Wealth Design, LLC

  • $284 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SFST
Southern First Bancshares Inc

Financial Services
-11
- 84.62%
$30.61 - $38.65 $337 - $425
2 $77K
GMRE
Global Medical Reit Inc.

Real Estate
-38
- 79.17%
$6.16 - $8.72 $234 - $331
10 $70K
IDYA
Ideaya Biosciences, Inc.

Healthcare
-26
- 59.09%
$14.5 - $22.63 $377 - $588
18 $379K
ONEW
One Water Marine Inc.

Consumer Cyclical
-21
- 95.45%
$12.06 - $17.03 $253 - $358
1 $14K
DXC
Dxc Technology CO

Technology
-17
- 36.96%
$14.03 - $17.63 $239 - $300
29 $444K
WERN
Werner Enterprises Inc

Industrials
-9
- 20.93%
$24.66 - $30.08 $222 - $271
34 $931K
NDSN
Nordson Corp

Industrials
-2
- 25.0%
$167.51 - $223.5 $335 - $447
6 $1.29M
MVBF
Mvb Financial Corp

Financial Services
-20
- 83.33%
$15.72 - $22.53 $314 - $451
4 $91K
AES
Aes Corp

Utilities
-15
- 18.52%
$9.63 - $12.55 $144 - $188
66 $695K
CSWI
Csw Industrials, Inc.

Industrials
-1
- 20.0%
$254.34 - $336.43 $254 - $336
4 $1.15M
ATLO
Ames National Corp

Financial Services
-18
- 33.96%
$16.52 - $17.94 $297 - $323
35 $624K
WAL
Western Alliance Bancorporation

Financial Services
-4
- 66.67%
$61.0 - $79.94 $244 - $320
2 $156K
GLRE
Greenlight Capital Re, Ltd.

Financial Services
-23
- 63.89%
$12.45 - $14.96 $286 - $344
13 $187K
ADMA
Adma Biologics, Inc.

Healthcare
-14
- 51.85%
$17.6 - $24.51 $246 - $343
13 $237K
IGMS
Igm Biosciences, Inc.

Healthcare
-257
- 94.83%
$1.02 - $1.46 $262 - $375
14 $16K
Disc Medicine Inc
-6
- 85.71%
N/A
1 $53K
ULH
Universal Logistics Holdings, Inc.

Industrials
-11
- 78.57%
$21.74 - $27.17 $239 - $299
3 $77K
ADC
Agree Realty Corp

Real Estate
-3
- 17.65%
$70.68 - $79.12 $212 - $237
14 $1.02M
BRY
Berry Corp (Bry)

Energy
-82
- 63.08%
$2.17 - $3.3 $178 - $271
48 $133K
TRUE
True Car, Inc.

Communication Services
-183
- 93.37%
$1.28 - $1.9 $234 - $348
13 $25K
DAWN
Day One Biopharmaceuticals, Inc.

Healthcare
-26
- 32.5%
$6.16 - $7.97 $160 - $207
54 $351K
HPK
High Peak Energy, Inc.

Energy
-22
- 95.65%
$7.94 - $12.97 $175 - $285
1 $10K
SLP
Simulations Plus, Inc.

Healthcare
-9
- 52.94%
$16.86 - $35.88 $152 - $323
8 $140K
TGT
Target Corp

Consumer Defensive
-1
- 3.23%
$88.76 - $105.77 $88.8 - $106
30 $2.92M
SGHT
Sight Sciences, Inc.

Healthcare
-137
- 81.07%
$2.09 - $4.34 $286 - $595
32 $133K
SEAS
Sea World Entertainment, Inc.

Consumer Cyclical
-6
- 85.71%
N/A
1 $48K
HRI
Herc Holdings Inc

Industrials
-2
- 66.67%
$102.34 - $142.19 $205 - $284
1 $132K
CADE
Cadence Bank

Financial Services
-9
- 81.82%
$26.42 - $32.41 $238 - $292
2 $64K
GXO
Gxo Logistics, Inc.

Industrials
-7
- 87.5%
$31.53 - $49.1 $221 - $344
1 $43K
CINF
Cincinnati Financial Corp

Financial Services
-4
- 1.45%
$126.6 - $151.6 $506 - $606
271 $40.4M
ESSA
Essa Bancorp, Inc.

Financial Services
-14
- 87.5%
$17.12 - $19.56 $240 - $274
2 $39K
Paysafe Limited
-16
- 80.0%
N/A
4 $51K
HTBK
Heritage Commerce Corp

Financial Services
-28
- 73.68%
$8.25 - $9.93 $231 - $278
10 $100K
WPP
Wpp PLC

Communication Services
-6
- 40.0%
$32.03 - $40.64 $192 - $244
9 $316K
LTC
Ltc Properties Inc

Real Estate
-7
- 53.85%
$32.83 - $36.24 $230 - $254
6 $208K
OGN
Organon & Co.

Healthcare
-16
- 84.21%
$8.04 - $14.72 $129 - $236
3 $30K
SPSC
Sps Commerce Inc

Technology
-2
- 33.33%
$121.61 - $152.67 $243 - $305
4 $545K
IVT
Inven Trust Properties Corp.

Real Estate
-8
- 53.33%
$25.97 - $29.73 $208 - $238
7 $192K
NVEE
Nv5 Global, Inc.

Industrials
-15
- 57.69%
$15.12 - $23.09 $227 - $346
11 $254K
TTE
Total Energies Se

Energy
-2
- 5.41%
N/A
35 $2.15M
ARWR
Arrowhead Pharmaceuticals, Inc.

Healthcare
-22
- 64.71%
$9.99 - $16.97 $220 - $373
12 $190K
FHTX
Foghorn Therapeutics Inc.

Healthcare
-70
- 86.42%
$3.15 - $4.9 $221 - $343
11 $52K
ONTF
On24 Inc.

Technology
-47
- 87.04%
$4.46 - $5.7 $210 - $268
7 $39K
CVE
Cenovus Energy Inc.

Energy
-15
- 13.04%
$10.58 - $14.83 $159 - $222
100 $1.36M
IDA
Idacorp Inc

Utilities
-2
- 28.57%
$111.01 - $119.72 $222 - $239
5 $578K
GNRC
Generac Holdings Inc.

Industrials
-2
- 66.67%
$101.92 - $143.21 $204 - $286
1 $144K
ALC
Alcon Inc

Healthcare
-1
- 4.55%
$82.88 - $98.3 $82.9 - $98.3
21 $1.85M
MET
Metlife Inc

Financial Services
-3
- 4.48%
$68.42 - $82.49 $205 - $247
64 $5.17M
BRC
Brady Corp

Industrials
-3
- 30.0%
$64.32 - $76.24 $193 - $229
7 $476K
Activity Summary
Buys All Purchases 1446 New Holdings 238 Increased Positions 1208 Sells All Sells 780 Reductions 778 Sold out 2 Options Calls 0 Puts 0
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