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
AMKR
Amkor Technology, Inc.

Technology
-1.13K
- 88.68%
$14.88 - $21.18 $16.8K - $23.9K
144 $3.02M
NWL
Newell Brands Inc.

Consumer Defensive
-2.79K
- 45.92%
$4.48 - $6.27 $12.5K - $17.5K
3.28K $17.7M
WU
Western Union CO

Financial Services
-1.33K
- 33.52%
$8.37 - $10.63 $11.1K - $14.1K
2.63K $22.1M
FNF
Fidelity National Financial, Inc.

Financial Services
-298
- 97.39%
$53.62 - $66.59 $16K - $19.8K
8 $449K
VAC
Marriott Vacations Worldwide Corp

Consumer Cyclical
-304
- 97.12%
$50.86 - $73.83 $15.5K - $22.4K
9 $651K
JHG
Janus Henderson Group PLC

Financial Services
-524
- 79.03%
$29.47 - $38.84 $15.4K - $20.4K
139 $5.4M
SYK
Stryker Corp

Healthcare
-51
- 69.86%
$337.37 - $395.63 $17.2K - $20.2K
22 $8.81M
VRT
Vertiv Holdings CO

Industrials
-343
- 73.13%
N/A
126 $16.2M
SSNC
Ss&C Technologies Holdings Inc

Technology
-207
- 35.14%
$71.96 - $83.42 $14.9K - $17.3K
382 $31.6M
HUN
Huntsman Corp

Basic Materials
-97
- 3.24%
$10.28 - $15.52 $997 - $1.51K
2.9K $30.2M
CF
Cf Industries Holdings, Inc.

Basic Materials
-228
- 74.51%
$68.47 - $102.48 $15.6K - $23.4K
78 $7.18M
DXCM
Dexcom Inc

Healthcare
-275
- 71.24%
$59.83 - $87.57 $16.5K - $24.1K
111 $9.69M
SPG
Simon Property Group Inc

Real Estate
-97
- 77.6%
$140.37 - $171.44 $13.6K - $16.6K
28 $4.45M
CLF
Cleveland Cliffs Inc.

Basic Materials
-1.93K
- 83.85%
$5.83 - $8.88 $11.3K - $17.1K
372 $2.83M
PB
Prosperity Bancshares Inc

Financial Services
-223
- 76.37%
$63.76 - $73.75 $14.2K - $16.4K
69 $4.85M
MTB
M&T Bank Corp

Financial Services
-91
- 81.98%
$156.58 - $193.99 $14.2K - $17.7K
20 $3.88M
MOH
Molina Healthcare, Inc.

Healthcare
-7
- 1.6%
$290.25 - $353.24 $2.03K - $2.47K
431 $128M
AAP
Advance Auto Parts Inc

Consumer Cyclical
-394
- 97.77%
$30.31 - $53.25 $11.9K - $21K
9 $419K
LKQ
Lkq Corp

Consumer Cyclical
-340
- 94.18%
$36.86 - $43.38 $12.5K - $14.7K
21 $778K
PLD
Prologis, Inc.

Real Estate
-127
- 82.47%
$89.76 - $112.34 $11.4K - $14.3K
27 $2.8M
ALKS
Alkermes Plc.

Healthcare
-388
- 52.86%
$26.59 - $32.65 $10.3K - $12.7K
346 $9.9M
U
Unity Software Inc.

Technology
-728
- 97.2%
$16.75 - $26.24 $12.2K - $19.1K
21 $509K
BKR
Baker Hughes CO

Energy
-223
- 22.41%
$35.0 - $44.92 $7.81K - $10K
772 $29.6M
BRZE
Braze, Inc.

Technology
-381
- 90.71%
$25.84 - $36.89 $9.85K - $14.1K
39 $1.1M
NVST
Envista Holdings Corp

Healthcare
-818
- 95.45%
$14.76 - $19.67 $12.1K - $16.1K
39 $763K
VXF
Vanguard Extended Market ETF

ETFs
-86
- 62.77%
$150.43 - $192.71 $12.9K - $16.6K
51 $9.83M
CTRA
Coterra Energy Inc.

Energy
-314
- 19.99%
$22.6 - $29.07 $7.1K - $9.13K
1.26K $31.9M
Corpay Inc
-38
- 90.48%
N/A
4 $1.33M
HDV
Ishares Core High Dividend ETF

ETFs
-90
- 15.73%
$108.41 - $120.51 $9.76K - $10.8K
482 $56.5M
CVX
Chevron Corp

Energy
-46
- 18.11%
$133.73 - $168.51 $6.15K - $7.75K
208 $29.8M
VST
Vistra Corp.

Utilities
-131
- 78.44%
$98.07 - $195.04 $12.8K - $25.6K
36 $6.98M
PFE
Pfizer Inc

Healthcare
-468
- 59.24%
$21.59 - $24.84 $10.1K - $11.6K
322 $7.8M
CRUS
Cirrus Logic, Inc.

Technology
-128
- 40.63%
$77.43 - $107.58 $9.91K - $13.8K
187 $19.5M
ATKR
Atkore Inc.

Industrials
-213
- 67.41%
$52.02 - $71.15 $11.1K - $15.2K
103 $7.27M
MAN
Manpower Group Inc.

Industrials
-51
- 9.88%
$38.37 - $58.77 $1.96K - $3K
465 $18.8M
VLY
Valley National Bancorp

Financial Services
-1.23K
- 31.46%
$7.87 - $9.2 $9.68K - $11.3K
2.68K $23.9M
Atmus Filtration Technologie
-292
- 99.66%
N/A
1 $37K
LZ
Legalzoom.Com, Inc.

Industrials
-1.2K
- 87.32%
$6.61 - $9.71 $7.92K - $11.6K
174 $1.55M
VREX
Varex Imaging Corp

Healthcare
-866
- 95.48%
$6.88 - $11.43 $5.96K - $9.9K
41 $356K
RYN
Rayonier Inc

Real Estate
-81
- 5.64%
$22.12 - $28.02 $1.79K - $2.27K
1.36K $30.1M
ANF
Abercrombie & Fitch CO

Consumer Cyclical
-129
- 93.48%
$66.94 - $88.47 $8.64K - $11.4K
9 $746K
MTD
Mettler Toledo International Inc

Healthcare
-8
- 80.0%
$970.15 - $1216.57 $7.76K - $9.73K
2 $2.35M
MRVL
Marvell Technology, Inc.

Technology
-298
- 34.49%
$49.38 - $79.97 $14.7K - $23.8K
566 $43.8M
ASAN
Asana, Inc.

Technology
-626
- 89.3%
$12.93 - $19.0 $8.09K - $11.9K
75 $1.01M
ABT
Abbott Laboratories

Healthcare
-82
- 12.85%
$123.95 - $138.08 $10.2K - $11.3K
556 $75.6M
TENB
Tenable Holdings, Inc.

Technology
-255
- 87.63%
$30.45 - $35.17 $7.76K - $8.97K
36 $1.22M
KBR
Kbr, Inc.

Industrials
-177
- 99.44%
$46.2 - $56.12 $8.18K - $9.93K
1 $48K
ARDX
Ardelyx, Inc.

Healthcare
-1.75K
- 94.39%
$3.28 - $5.51 $5.74K - $9.65K
104 $408K
FRSH
Freshworks Inc.

Technology
-603
- 91.92%
$12.07 - $15.98 $7.28K - $9.64K
53 $791K
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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