True Wealth Design, LLC Purchases in Q1 2025

True Wealth Design, LLC

  • $263 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
PRGO
Perrigo CO PLC

Healthcare
130
New
$23.5 - $29.47 $3.06K - $3.83K
130 $3.65M
SYNA
Synaptics Inc

Technology
57
New
$61.71 - $87.87 $3.52K - $5.01K
57 $3.63M
AEP
American Electric Power CO Inc

Utilities
29
+ 107.41%
$90.32 - $109.27 $2.62K - $3.17K
56 $6.09M
HOPE
Hope Bancorp Inc

Financial Services
345
New
$10.26 - $12.25 $3.54K - $4.23K
345 $3.61M
BRX
Brixmor Property Group Inc.

Real Estate
136
New
N/A
136 $3.61M
AMWD
American Woodmark Corp

Consumer Cyclical
61
New
$57.97 - $82.5 $3.54K - $5.03K
61 $3.59M
SCHL
Scholastic Corp

Communication Services
189
New
$17.86 - $21.89 $3.38K - $4.14K
189 $3.57M
EQH
Equitable Holdings, Inc.

Financial Services
67
+ 478.57%
$47.64 - $55.68 $3.19K - $3.73K
81 $4.22M
BFA
Brown Forman Corp Cl A
106
New
N/A
106 $3.55M
PLUS
Eplus Inc

Technology
58
New
$61.03 - $82.23 $3.54K - $4.77K
58 $3.54M
ENTG
Entegris Inc

Technology
41
+ 512.5%
$87.48 - $109.53 $3.59K - $4.49K
49 $4.29M
XERS
Xeris Biopharma Holdings, Inc.

Healthcare
284
+ 30.84%
$3.2 - $5.95 $909 - $1.69K
1.21K $6.62M
BKE
Buckle Inc

Consumer Cyclical
91
New
$35.15 - $51.65 $3.2K - $4.7K
91 $3.49M
GTN
Gray Television Inc

Communication Services
806
New
$3.21 - $5.19 $2.59K - $4.18K
806 $3.48M
PNW
Pinnacle West Capital Corp

Utilities
32
+ 78.05%
$81.76 - $95.25 $2.62K - $3.05K
73 $6.95M
AXON
Axon Enterprise, Inc.

Industrials
7
+ 233.33%
$496.65 - $710.01 $3.48K - $4.97K
10 $5.26M
AEIS
Advanced Energy Industries Inc

Industrials
36
New
$94.8 - $131.54 $3.41K - $4.74K
36 $3.43M
Pagaya Technologies LTD
327
New
N/A
327 $3.43M
NEM
Newmont Corp

Basic Materials
60
+ 127.66%
$37.79 - $48.39 $2.27K - $2.9K
107 $5.16M
PRU
Prudential Financial Inc

Financial Services
31
+ 442.86%
$105.04 - $122.33 $3.26K - $3.79K
38 $4.28M
FNB
Fnb Corp

Financial Services
252
New
$13.08 - $15.95 $3.3K - $4.02K
252 $3.39M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
56
+ 44.44%
$283.06 - $421.16 $15.9K - $23.6K
182 $51.4M
NWS
News Corp New Cl B Com Stk (De

Communication Services
111
+ 853.85%
$29.66 - $35.0 $3.29K - $3.89K
124 $3.77M
BMBL
Bumble Inc.

Technology
774
New
$4.3 - $8.64 $3.33K - $6.69K
774 $3.36M
OEC
Orion Engineered Carbons S.A.

Basic Materials
259
New
$12.74 - $15.33 $3.3K - $3.97K
259 $3.35M
ADP
Automatic Data Processing Inc

Industrials
10
+ 47.62%
$286.85 - $318.64 $2.87K - $3.19K
31 $9.52M
KMT
Kennametal Inc

Industrials
156
New
$21.0 - $24.68 $3.28K - $3.85K
156 $3.32M
AGL
Agilon Health, Inc.

Healthcare
764
New
$1.92 - $4.61 $1.47K - $3.52K
764 $3.31M
MKL
Markel Corp

Financial Services
1
+ 10.0%
$1660.14 - $2059.83 $1.66K - $2.06K
11 $20.6M
NVCR
Novo Cure LTD

Healthcare
262
+ 227.83%
$17.82 - $30.19 $4.67K - $7.91K
377 $6.72M
RE
Everest Re Group LTD

Financial Services
9
New
N/A
9 $3.27M
MASI
Masimo Corp

Healthcare
19
+ 27.14%
$163.55 - $190.63 $3.11K - $3.62K
89 $14.8M
HES
Hess Corp

Energy
16
+ 64.0%
$135.42 - $160.52 $2.17K - $2.57K
41 $6.52M
PAYX
Paychex Inc

Industrials
19
+ 100.0%
$136.06 - $154.52 $2.59K - $2.94K
38 $5.88M
CHPT
Charge Point Holdings, Inc.

Consumer Cyclical
5.23K
New
$0.6 - $1.22 $3.14K - $6.39K
5.23K $3.17M
DLB
Dolby Laboratories, Inc.

Industrials
31
+ 10.13%
$76.37 - $87.32 $2.37K - $2.71K
337 $27.1M
Ouster Inc
358
+ 2386.67%
N/A
373 $3.35M
NET
Cloudflare, Inc.

Technology
18
+ 8.0%
$110.71 - $176.5 $1.99K - $3.18K
243 $27.4M
ALKS
Alkermes Plc.

Healthcare
1
+ 0.14%
$28.08 - $36.0 $28.1 - $36
734 $24.2M
LAMR
Lamar Advertising CO

Real Estate
28
+ 350.0%
$110.65 - $132.9 $3.1K - $3.72K
36 $4.1M
Veralto Corp
32
New
N/A
32 $3.12M
Liberty Media Corp Del
35
+ 250.0%
N/A
49 $4.41M
UDMY
Udemy, Inc.

Consumer Defensive
399
New
$7.32 - $10.1 $2.92K - $4.03K
399 $3.1M
Qiagen Nv
77
New
N/A
77 $3.09M
BUSE
First Busey Corp

Financial Services
143
New
$21.26 - $25.35 $3.04K - $3.63K
143 $3.09M
PEG
Public Service Enterprise Group Inc

Utilities
38
+ 200.0%
$78.2 - $90.39 $2.97K - $3.43K
57 $4.69M
WASH
Washington Trust Bancorp Inc

Financial Services
100
New
$29.16 - $33.96 $2.92K - $3.4K
100 $3.09M
TPL
Texas Pacific Land Corp

Energy
1
+ 12.5%
$1180.08 - $1431.01 $1.18K - $1.43K
9 $11.9M
CUZ
Cousins Properties Inc

Real Estate
104
New
$28.06 - $31.21 $2.92K - $3.25K
104 $3.07M
Activity Summary
Buys All Purchases 2154 New Holdings 1347 Increased Positions 807 Sells All Sells 381 Reductions 381 Sold out 0 Options Calls 0 Puts 0
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