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
EEX
Emerald Holding, Inc.

Communication Services
-3
- 21.43%
$3.29 - $4.92 $9.87 - $14.8
11 $54K
Roadzen Inc
-1
- 5.88%
N/A
16 $16K
MEC
Mayville Engineering Company, Inc.

Industrials
-2
- 15.38%
$11.86 - $16.34 $23.7 - $32.7
11 $176K
Himalaya Shipping LTD
-4
- 4.49%
N/A
85 $491K
VTSI
Vir Tra, Inc

Industrials
-3
- 37.5%
$3.69 - $7.07 $11.1 - $21.2
5 $36K
TCI
Transcontinental Realty Investors Inc

Real Estate
-2
- 33.33%
$27.07 - $45.03 $54.1 - $90.1
4 $171K
RCI
Rogers Communications Inc

Communication Services
-1
- 7.69%
$23.54 - $29.66 $23.5 - $29.7
12 $356K
VIRT
Virtu Financial, Inc.

Financial Services
-1
- 12.5%
$32.82 - $44.79 $32.8 - $44.8
7 $314K
PBYI
Puma Biotechnology, Inc.

Healthcare
-15
- 10.56%
$2.74 - $3.72 $41.1 - $55.8
127 $436K
CX
Cemex Sab De Cv

Basic Materials
-19
- 16.52%
$5.02 - $7.19 $95.4 - $137
96 $666K
EVGO
E Vgo Inc.

Consumer Cyclical
-29
- 22.48%
$2.41 - $4.61 $69.9 - $134
100 $365K
AIRS
Airsculpt Technologies, Inc.

Healthcare
-9
- 34.62%
$1.59 - $5.25 $14.3 - $47.3
17 $83K
TEF
Telefonica S A

Communication Services
-4
- 4.76%
$4.37 - $5.39 $17.5 - $21.6
80 $419K
ERIC
Ericsson Lm Telephone CO

Technology
-2
- 3.13%
$6.77 - $8.86 $13.5 - $17.7
62 $526K
WSFS
Wsfs Financial Corp

Financial Services
-1
- 3.45%
$45.9 - $55.54 $45.9 - $55.5
28 $1.54M
MTW
Manitowoc CO Inc

Industrials
-4
- 16.0%
$7.24 - $12.25 $29 - $49
21 $253K
DLHC
Dlh Holdings Corp.

Industrials
-2
- 5.71%
$2.74 - $5.84 $5.48 - $11.7
33 $193K
PUBM
Pub Matic, Inc.

Technology
-4
- 12.5%
$7.77 - $12.44 $31.1 - $49.8
28 $349K
AMD
Advanced Micro Devices Inc

Technology
-29
- 27.1%
$78.21 - $143.81 $2.27K - $4.17K
78 $11M
PAAS
Pan American Silver Corp

Basic Materials
-1
- 2.78%
$21.49 - $29.35 $21.5 - $29.4
35 $994K
WPM
Wheaton Precious Metals Corp.

Basic Materials
-1
- 7.69%
$70.56 - $92.75 $70.6 - $92.8
12 $1.08M
VCTR
Victory Capital Holdings, Inc.

Financial Services
-1
- 4.17%
$51.28 - $64.94 $51.3 - $64.9
23 $1.47M
KN
Knowles Corp

Technology
-8
- 8.42%
$12.76 - $17.97 $102 - $144
87 $1.53M
BFH
Bread Financial Holdings, Inc.

Financial Services
-1
- 4.35%
$41.88 - $57.12 $41.9 - $57.1
22 $1.26M
E
Eni Spa

Energy
-1
- 1.06%
$25.19 - $32.93 $25.2 - $32.9
93 $3.02M
Genedx Holdings Corp
-2
- 2.53%
N/A
77 $7.11M
BKE
Buckle Inc

Consumer Cyclical
-11
- 12.09%
$33.77 - $45.57 $371 - $501
80 $3.63M
AMBP
Ardagh Metal Packaging S.A.

Consumer Cyclical
-17
- 9.77%
$2.6 - $4.33 $44.2 - $73.6
157 $672K
STM
St Microelectronics N.V.

Technology
-1
- 4.76%
$17.78 - $30.41 $17.8 - $30.4
20 $609K
GLW
Corning Inc

Technology
-26
- 11.66%
$39.07 - $52.59 $1.02K - $1.37K
197 $10.4M
BSY
Bentley Systems Inc

Technology
-2
- 10.53%
$38.62 - $53.97 $77.2 - $108
17 $918K
BAND
Bandwidth Inc.

Technology
-21
- 11.67%
$11.45 - $15.9 $240 - $334
159 $2.53M
FSLR
First Solar, Inc.

Technology
-1
- 11.11%
$120.38 - $192.98 $120 - $193
8 $1.26M
GS
Goldman Sachs Group Inc

Financial Services
-6
- 22.22%
$462.22 - $707.75 $2.77K - $4.25K
21 $15.1M
ATRO
Astronics Corp

Industrials
-8
- 16.67%
$20.03 - $35.81 $160 - $286
40 $1.34M
CCJ
Cameco Corp

Energy
-2
- 18.18%
$36.68 - $74.46 $73.4 - $149
9 $669K
Ginkgo Bioworks Holdings Inc
-4
- 8.33%
N/A
44 $495K
SHOP
Shopify Inc.

Technology
-1
- 5.88%
$76.89 - $115.35 $76.9 - $115
16 $1.85M
WFC
Wells Fargo & Company

Financial Services
-57
- 9.9%
$60.98 - $80.12 $3.48K - $4.57K
519 $41.5M
JRVR
James River Group Holdings, Ltd.

Financial Services
-1
- 0.68%
$3.96 - $6.18 $3.96 - $6.18
147 $862K
SKYT
Sky Water Technology, Inc

Technology
-5
- 4.63%
$5.85 - $10.45 $29.3 - $52.3
103 $1.01M
ITOS
I Teos Therapeutics, Inc.

Healthcare
-40
- 24.24%
$5.04 - $10.2 $202 - $408
125 $1.25M
HIMS
Hims & Hers Health, Inc.

Consumer Defensive
-6
- 17.65%
$25.35 - $64.65 $152 - $388
28 $1.4M
GES
Guess Inc

Consumer Cyclical
-7
- 1.23%
$8.66 - $12.46 $60.6 - $87.2
563 $6.81M
AVSD
American Centy ETF Tr Avantis

ETFs
-161
- 10.5%
$53.85 - $67.74 $8.67K - $10.9K
1.37K $92.8M
HAFC
Hanmi Financial Corp

Financial Services
-2
- 0.42%
$20.42 - $24.81 $40.8 - $49.6
478 $11.8M
Celestica Inc
-1
- 7.14%
N/A
13 $2.03M
ADPT
Adaptive Biotechnologies Corp

Healthcare
-3
- 1.23%
$6.83 - $12.16 $20.5 - $36.5
241 $2.81M
WDC
Western Digital Corp

Technology
-55
- 24.89%
$30.54 - $63.99 $1.68K - $3.52K
166 $10.6M
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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