True Wealth Design, LLC Reduced Holdings in Q3 2025

True Wealth Design, LLC

  • $327 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
MERC
Mercer International Inc.

Basic Materials
-348
- 87.22%
$2.65 - $4.36 $922 - $1.52K
51 $147K
PTEN
Patterson Uti Energy Inc

Energy
-202
- 74.81%
$5.18 - $6.6 $1.05K - $1.33K
68 $353K
CLW
Clearwater Paper Corp

Basic Materials
-42
- 77.78%
$20.7 - $30.84 $869 - $1.3K
12 $250K
SPT
Sprout Social, Inc.

Technology
-56
- 94.92%
$12.92 - $21.2 $724 - $1.19K
3 $39K
MTSI
Macom Technology Solutions Holdings, Inc.

Technology
-6
- 26.09%
$118.35 - $142.11 $710 - $853
17 $2.12M
OI
O I Glass, Inc.

Consumer Cyclical
-14
- 2.58%
$12.47 - $15.8 $175 - $221
529 $6.86M
DTM
Dt Midstream, Inc.

Energy
-11
- 28.95%
$99.17 - $113.27 $1.09K - $1.25K
27 $3.08M
LEN
Lennar Corp

Consumer Cyclical
-21
- 22.11%
$107.73 - $142.4 $2.26K - $2.99K
74 $9.36M
ICE
Intercontinental Exchange, Inc.

Financial Services
-5
- 33.33%
$167.28 - $188.45 $836 - $942
10 $1.68M
RCII
Rent A Center Inc De

Industrials
-23
- 6.48%
N/A
332 $7.85M
RGR
Sturm Ruger & CO Inc

Industrials
-35
- 54.69%
N/A
29 $1.26M
Grail Inc
-45
- 21.23%
N/A
167 $9.88M
VECO
Veeco Instruments Inc

Technology
-54
- 88.52%
$19.94 - $30.43 $1.08K - $1.64K
7 $214K
VMEO
Vimeo, Inc.

Technology
-451
- 67.62%
$3.65 - $7.75 $1.65K - $3.5K
216 $1.67M
HOFT
Hooker Furnishings Corp

Consumer Cyclical
-95
- 79.83%
$9.08 - $11.52 $863 - $1.09K
24 $244K
AMCR
Amcor PLC

Consumer Cyclical
-44
- 6.83%
$7.97 - $9.94 $351 - $437
600 $4.91M
CCSI
Consensus Cloud Solutions, Inc.

Technology
-52
- 60.47%
$19.66 - $29.46 $1.02K - $1.53K
34 $999K
NRC
National Research Corp

Healthcare
-27
- 18.12%
$12.5 - $17.01 $338 - $459
122 $1.56M
FDBC
Fidelity D & D Bancorp Inc

Financial Services
-20
- 71.43%
$39.75 - $49.08 $795 - $982
8 $351K
Amalgamated Financial Corp
-21
- 23.86%
N/A
67 $1.82M
WERN
Werner Enterprises Inc

Industrials
-32
- 94.12%
$26.03 - $29.98 $833 - $959
2 $53K
SKYW
Skywest Inc

Industrials
-6
- 5.94%
$100.62 - $123.72 $604 - $742
95 $9.56M
LPLA
Lpl Financial Holdings Inc.

Financial Services
-1
- 8.33%
$332.69 - $399.0 $333 - $399
11 $3.66M
EB
Eventbrite, Inc.

Technology
-205
- 7.15%
$2.21 - $3.1 $453 - $636
2.66K $6.71M
YELP
Yelp Inc

Communication Services
-23
- 63.89%
$30.48 - $35.26 $701 - $811
13 $406K
AVPT
Ave Point, Inc.

Technology
-13
- 8.9%
$14.33 - $19.31 $186 - $251
133 $2M
LTH
Life Time Group Holdings, Inc.

Consumer Cyclical
-17
- 13.82%
$25.83 - $30.45 $439 - $518
106 $2.93M
MRTN
Marten Transport LTD

Industrials
-54
- 62.79%
$10.65 - $13.91 $575 - $751
32 $342K
TNDM
Tandem Diabetes Care Inc

Healthcare
-26
- 37.14%
$10.12 - $17.24 $263 - $448
44 $535K
URBN
Urban Outfitters Inc

Consumer Cyclical
-7
- 2.92%
$66.84 - $79.79 $468 - $559
233 $16.6M
SEMR
Se Mrush Holdings, Inc.

Technology
-75
- 64.1%
$7.08 - $10.0 $531 - $750
42 $298K
ACGL
Arch Capital Group Ltd.

Financial Services
-8
- 26.67%
$85.61 - $93.54 $685 - $748
22 $2M
SLGN
Silgan Holdings Inc

Consumer Cyclical
-13
- 86.67%
$41.5 - $56.76 $540 - $738
2 $87K
CWST
Casella Waste Systems Inc

Industrials
-6
- 85.71%
$86.69 - $114.82 $520 - $689
1 $95K
MGEE
Mge Energy Inc

Utilities
-8
- 88.89%
$83.0 - $90.05 $664 - $720
1 $85K
WK
Workiva Inc

Technology
-17
- 39.53%
$63.83 - $86.08 $1.09K - $1.46K
26 $2.24M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
-3
- 10.34%
$301.44 - $365.84 $904 - $1.1K
26 $8.52M
Xperi Inc
-81
- 86.17%
N/A
13 $85K
HAE
Haemonetics Corp

Healthcare
-7
- 58.33%
$47.67 - $78.17 $334 - $547
5 $244K
MGPI
Mgp Ingredients Inc

Consumer Defensive
-20
- 76.92%
$24.19 - $32.87 $484 - $657
6 $146K
HOMB
Home Bancshares Inc

Financial Services
-22
- 28.95%
$27.55 - $30.19 $606 - $664
54 $1.53M
CXM
Sprinklr, Inc.

Technology
-62
- 30.85%
$7.71 - $9.35 $478 - $580
139 $1.07M
BCRX
Biocryst Pharmaceuticals Inc

Healthcare
-64
- 62.14%
$7.55 - $9.06 $483 - $580
39 $297K
KNSL
Kinsale Capital Group, Inc.

Financial Services
-1
- 33.33%
$415.15 - $489.89 $415 - $490
2 $851K
MAX
Media Alpha, Inc.

Communication Services
-64
- 21.05%
$9.56 - $13.41 $612 - $858
240 $2.73M
LXRX
Lexicon Pharmaceuticals, Inc.

Healthcare
-658
- 88.56%
$0.87 - $1.4 $572 - $921
85 $115K
BAX
Baxter International Inc

Healthcare
-15
- 46.88%
$21.71 - $31.23 $326 - $468
17 $388K
APPS
Digital Turbine, Inc.

Technology
-101
- 63.52%
$3.86 - $6.4 $390 - $646
58 $372K
IMMR
Immersion Corp

Technology
-67
- 63.81%
$6.78 - $8.09 $454 - $542
38 $279K
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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