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
TALK
Talkspace, Inc.

Healthcare
1.2K
New
$2.56 - $4.17 $3.06K - $4.99K
1.2K $3.07M
STT
State Street Corp

Financial Services
37
+ 127.59%
$84.47 - $102.23 $3.13K - $3.78K
66 $5.91M
LNT
Alliant Energy Corp

Utilities
46
+ 270.59%
$56.66 - $66.04 $2.61K - $3.04K
63 $4.06M
Sandisk Corp
64
New
N/A
64 $3.05M
RYTM
Rhythm Pharmaceuticals, Inc.

Healthcare
57
New
$48.56 - $61.02 $2.77K - $3.48K
57 $3.02M
SLM
Slm Corp

Financial Services
20
+ 1.48%
$26.95 - $32.54 $539 - $651
1.37K $40.1M
COUR
Coursera, Inc.

Consumer Defensive
568
+ 131.79%
$6.66 - $9.69 $3.78K - $5.5K
999 $6.65M
Siriusxm Holdings Inc
143
+ 15.05%
N/A
1.09K $24.6M
FSLY
Fastly, Inc.

Technology
467
New
$6.33 - $10.92 $2.96K - $5.1K
467 $2.96M
OPEN
Opendoor Technologies Inc.

Real Estate
2.89K
New
$1.02 - $1.72 $2.95K - $4.97K
2.89K $2.95M
SHW
Sherwin Williams CO

Basic Materials
8
+ 53.33%
$330.16 - $365.55 $2.64K - $2.92K
23 $7.98M
Bunge Global Sa
38
+ 292.31%
N/A
51 $3.9M
NSC
Norfolk Southern Corp

Industrials
12
+ 133.33%
$227.69 - $259.76 $2.73K - $3.12K
21 $4.97M
GLPI
Gaming & Leisure Properties, Inc.

Real Estate
56
New
$45.62 - $51.12 $2.55K - $2.86K
56 $2.85M
EB
Eventbrite, Inc.

Technology
1.44K
+ 1010.56%
$2.11 - $3.68 $3.03K - $5.28K
1.58K $3.33M
DTM
Dt Midstream, Inc.

Energy
30
+ 200.0%
$86.95 - $113.75 $2.61K - $3.41K
45 $4.37M
FTV
Fortive Corp

Technology
39
+ 300.0%
$71.82 - $82.98 $2.8K - $3.24K
52 $3.81M
RF
Regions Financial Corp

Financial Services
130
New
$20.84 - $24.77 $2.71K - $3.22K
130 $2.83M
SPT
Sprout Social, Inc.

Technology
128
New
$21.99 - $34.03 $2.81K - $4.36K
128 $2.82M
Te Connectivity PLC
20
+ 111.11%
N/A
38 $5.44M
IESC
Ies Holdings, Inc.

Industrials
18
+ 360.0%
$162.26 - $316.26 $2.92K - $5.69K
23 $3.8M
KRNY
Kearny Financial Corp.

Financial Services
460
+ 425.93%
$6.18 - $7.55 $2.84K - $3.47K
568 $3.56M
LENB
Lennar Corporation Cl B
26
+ 1300.0%
N/A
28 $3.05M
ALLY
Ally Financial Inc.

Financial Services
76
New
$32.99 - $40.09 $2.51K - $3.05K
76 $2.77M
CBOE
Cboe Global Markets, Inc.

Financial Services
8
+ 25.81%
$190.84 - $226.29 $1.53K - $1.81K
39 $8.83M
Ferguson Enterprises Inc
20
+ 60.61%
N/A
53 $8.45M
GWW
W.W. Grainger, Inc.

Industrials
3
+ 100.0%
$953.54 - $1132.42 $2.86K - $3.4K
6 $5.93M
HDSN
Hudson Technologies Inc

Basic Materials
386
+ 59.94%
$5.47 - $6.34 $2.11K - $2.45K
1.03K $6.36M
HEI
Heico Corp

Industrials
10
+ 500.0%
$219.6 - $270.85 $2.2K - $2.71K
12 $3.21M
MSGS
Madison Square Garden Sports Corp.

Communication Services
14
New
$185.75 - $223.33 $2.6K - $3.13K
14 $2.73M
BLD
Top Build Corp

Industrials
9
+ 300.0%
$295.17 - $354.82 $2.66K - $3.19K
12 $3.66M
LBRDK
Liberty Broadband Corp

Communication Services
32
New
$73.49 - $88.64 $2.35K - $2.84K
32 $2.72M
PPL
Ppl Corp

Utilities
72
+ 218.18%
$31.68 - $36.11 $2.28K - $2.6K
105 $3.79M
LSTR
Landstar System Inc

Industrials
18
New
$146.63 - $177.82 $2.64K - $3.2K
18 $2.7M
HI
Hillenbrand, Inc.

Industrials
111
New
$24.14 - $35.33 $2.68K - $3.92K
111 $2.68M
ELAN
Elanco Animal Health Inc

Healthcare
254
New
$10.04 - $12.47 $2.55K - $3.17K
254 $2.67M
ABC
Amerisourcebergen Corp

Healthcare
8
+ 100.0%
N/A
16 $4.45M
IBKR
Interactive Brokers Group, Inc.

Financial Services
16
New
$161.03 - $235.53 $2.58K - $3.77K
16 $2.65M
SEIC
Sei Investments CO

Financial Services
34
New
$72.08 - $86.58 $2.45K - $2.94K
34 $2.64M
Kenvue Inc
102
+ 170.0%
N/A
162 $3.89M
HTH
Hilltop Holdings Inc.

Financial Services
85
New
$27.15 - $32.77 $2.31K - $2.79K
85 $2.59M
WTFC
Wintrust Financial Corp

Financial Services
23
New
$107.76 - $136.92 $2.48K - $3.15K
23 $2.59M
TBLA
Taboola.Com Ltd.

Communication Services
874
New
$2.73 - $4.0 $2.39K - $3.5K
874 $2.58M
MDB
Mongo Db, Inc.

Technology
15
+ 1500.0%
$175.4 - $298.52 $2.63K - $4.48K
16 $2.81M
RXRX
Recursion Pharmaceuticals, Inc.

Healthcare
485
New
$5.29 - $10.87 $2.57K - $5.27K
485 $2.57M
PCOR
Procore Technologies, Inc.

Technology
39
+ 1950.0%
$65.21 - $88.33 $2.54K - $3.44K
41 $2.71M
CHK
Chesapeake Energy Corp

Energy
22
+ 244.44%
N/A
31 $3.45M
CPRT
Copart Inc

Consumer Cyclical
54
+ 8.01%
$52.3 - $59.83 $2.82K - $3.23K
728 $41.2M
ASTE
Astec Industries Inc

Industrials
73
New
$30.4 - $36.83 $2.22K - $2.69K
73 $2.52M
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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