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
VVV
Valvoline Inc

Energy
-46
- 97.87%
$31.48 - $38.2 $1.45K - $1.76K
1 $38K
SPT
Sprout Social, Inc.

Technology
-69
- 53.91%
$18.88 - $24.49 $1.3K - $1.69K
59 $1.23M
EDIT
Editas Medicine, Inc.

Healthcare
-1.46K
- 91.88%
$0.98 - $2.35 $1.43K - $3.43K
129 $284K
EXEL
Exelixis, Inc.

Healthcare
-519
- 17.39%
$34.13 - $46.26 $17.7K - $24K
2.47K $109M
BP
Bp PLC

Energy
-28
- 16.09%
$26.11 - $33.81 $731 - $947
146 $4.37M
LOVE
Lovesac CO

Consumer Cyclical
-82
- 87.23%
$12.47 - $21.34 $1.02K - $1.75K
12 $219K
CDE
Coeur Mining, Inc.

Basic Materials
-268
- 88.74%
$4.81 - $9.46 $1.29K - $2.54K
34 $302K
MSA
Msa Safety Inc

Industrials
-16
- 27.59%
$130.21 - $169.16 $2.08K - $2.71K
42 $7.04M
AMRK
A Mark Precious Metals, Inc.

Financial Services
-56
- 81.16%
$19.73 - $25.27 $1.1K - $1.42K
13 $289K
ELV
Elevance Health, Inc.

Healthcare
-1
- 4.35%
$372.27 - $452.69 $372 - $453
22 $8.65M
AFL
Aflac Inc

Financial Services
-9
- 10.34%
$99.77 - $112.45 $898 - $1.01K
78 $8.19M
SCCO
Southern Copper Corp

Basic Materials
-16
- 69.57%
$75.63 - $104.64 $1.21K - $1.67K
7 $709K
CTO
Cto Realty Growth, Inc.

Real Estate
-69
- 77.53%
$16.86 - $19.44 $1.16K - $1.34K
20 $346K
CCS
Century Communities, Inc.

Consumer Cyclical
-9
- 11.69%
$51.04 - $67.94 $459 - $611
68 $3.83M
ACIW
Aci Worldwide, Inc.

Technology
-24
- 92.31%
$44.59 - $57.17 $1.07K - $1.37K
2 $92K
APD
Air Products & Chemicals, Inc.

Basic Materials
-4
- 28.57%
$248.61 - $294.96 $994 - $1.18K
10 $2.96M
DOW
Dow Inc.

Basic Materials
-21
- 23.33%
$25.81 - $34.89 $542 - $733
69 $1.82M
ASX
Ase Technology Holding Co., Ltd.

Technology
-184
- 48.81%
$7.42 - $10.65 $1.37K - $1.96K
193 $1.99M
NOV
Nov Inc.

Energy
-39
- 13.27%
$11.11 - $15.41 $433 - $601
255 $3.17M
MBIN
Merchants Bancorp

Financial Services
-27
- 26.47%
$30.06 - $37.17 $812 - $1K
75 $2.48M
WSO
Watsco Inc

Industrials
-2
- 33.33%
$421.84 - $520.66 $844 - $1.04K
4 $1.77M
AMPL
Amplitude, Inc.

Technology
-142
- 65.44%
$7.71 - $12.97 $1.09K - $1.84K
75 $930K
OPK
Opko Health, Inc.

Healthcare
-767
- 98.33%
$1.24 - $1.66 $951 - $1.27K
13 $18K
TALK
Talkspace, Inc.

Healthcare
-536
- 44.78%
$2.58 - $3.35 $1.38K - $1.8K
661 $1.84M
MG
Mistras Group, Inc.

Industrials
-113
- 93.39%
$7.26 - $10.49 $820 - $1.19K
8 $65K
LNT
Alliant Energy Corp

Utilities
-16
- 25.4%
$58.79 - $64.85 $941 - $1.04K
47 $2.84M
SSB
South State Corp

Financial Services
-13
- 92.86%
$80.59 - $94.67 $1.05K - $1.23K
1 $93K
WEC
Wec Energy Group, Inc.

Utilities
-9
- 16.07%
$102.24 - $109.76 $920 - $988
47 $4.9M
VICR
Vicor Corp

Technology
-23
- 21.5%
$39.41 - $51.91 $906 - $1.19K
84 $3.81M
EGBN
Eagle Bancorp Inc

Financial Services
-55
- 67.9%
$16.71 - $21.41 $919 - $1.18K
26 $507K
NTGR
Netgear, Inc.

Technology
-53
- 67.09%
$19.97 - $31.25 $1.06K - $1.66K
26 $756K
UWMC
Uwm Holdings Corp

Financial Services
-178
- 54.27%
$3.94 - $5.79 $701 - $1.03K
150 $621K
WHR
Whirlpool Corp

Consumer Cyclical
-13
- 92.86%
$75.71 - $101.42 $984 - $1.32K
1 $102K
FHB
First Hawaiian, Inc.

Financial Services
-50
- 28.74%
$21.14 - $24.96 $1.06K - $1.25K
124 $3.1M
Anaptysbio Inc
-63
- 94.03%
N/A
4 $89K
PEG
Public Service Enterprise Group Inc

Utilities
-15
- 26.32%
$77.13 - $84.18 $1.16K - $1.26K
42 $3.54M
EHAB
Enhabit, Inc.

Healthcare
-129
- 96.27%
$7.22 - $10.8 $931 - $1.39K
5 $49K
GTN
Gray Television Inc

Communication Services
-284
- 35.24%
$3.2 - $4.64 $909 - $1.32K
522 $2.37M
NUE
Nucor Corp

Basic Materials
-10
- 50.0%
$103.22 - $131.43 $1.03K - $1.31K
10 $1.3M
CYRX
Cryoport, Inc.

Industrials
-211
- 58.29%
$4.95 - $7.46 $1.04K - $1.57K
151 $1.13M
LII
Lennox International Inc

Industrials
-2
- 33.33%
$508.76 - $605.77 $1.02K - $1.21K
4 $2.29M
TYL
Tyler Technologies Inc

Technology
-2
- 20.0%
$521.68 - $592.84 $1.04K - $1.19K
8 $4.74M
WSBF
Waterstone Financial, Inc.

Financial Services
-80
- 78.43%
$11.86 - $13.94 $949 - $1.12K
22 $304K
JAMF
Jamf Holding Corp.

Technology
-81
- 73.64%
$9.09 - $12.65 $736 - $1.02K
29 $276K
Cava Group Inc
-12
- 85.71%
N/A
2 $169K
FF
Future Fuel Corp.

Basic Materials
-265
- 69.19%
$3.85 - $4.3 $1.02K - $1.14K
118 $458K
MOGA
Moog Inc Cla
-6
- 85.71%
N/A
1 $181K
UCTT
Ultra Clean Holdings, Inc.

Technology
-59
- 22.69%
$17.84 - $22.81 $1.05K - $1.35K
201 $4.54M
CHT
Chunghwa Telecom CO LTD

Communication Services
-35
- 41.67%
$37.72 - $46.87 $1.32K - $1.64K
49 $2.28M
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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