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
DVN
Devon Energy Corp

Energy
51
+ 39.23%
$33.15 - $38.55 $1.69K - $1.97K
181 $6.77M
AON
Aon PLC

Financial Services
6
+ 300.0%
$348.44 - $409.32 $2.09K - $2.46K
8 $3.17M
DE
Deere & CO

Industrials
4
+ 30.77%
$408.57 - $509.27 $1.63K - $2.04K
17 $7.99M
BLND
Blend Labs, Inc.

Technology
750
+ 1500.0%
$2.96 - $4.05 $2.22K - $3.04K
800 $2.68M
CW
Curtiss Wright Corp

Industrials
8
+ 400.0%
$304.82 - $384.07 $2.44K - $3.07K
10 $3.17M
EQC
Equity Commonwealth

Real Estate
1.53K
New
$1.59 - $1.86 $2.43K - $2.84K
1.53K $2.46M
APPS
Digital Turbine, Inc.

Technology
846
+ 532.08%
$1.7 - $6.52 $1.44K - $5.52K
1.01K $2.73M
RUN
Sunrun Inc.

Technology
423
+ 7050.0%
$5.86 - $11.37 $2.48K - $4.81K
429 $2.51M
PNFP
Pinnacle Financial Partners Inc

Financial Services
23
New
$99.42 - $126.15 $2.29K - $2.9K
23 $2.44M
KOP
Koppers Holdings Inc.

Basic Materials
87
New
$27.81 - $32.34 $2.42K - $2.81K
87 $2.44M
BAND
Bandwidth Inc.

Technology
180
New
$13.1 - $19.61 $2.36K - $3.53K
180 $2.36M
DG
Dollar General Corp

Consumer Defensive
26
+ 520.0%
$68.44 - $87.93 $1.78K - $2.29K
31 $2.73M
LUV
Southwest Airlines CO

Industrials
70
+ 51.47%
$28.18 - $34.84 $1.97K - $2.44K
206 $6.92M
UGI
Ugi Corp

Utilities
2
+ 0.43%
$28.0 - $34.16 $56 - $68.3
471 $15.6M
CNHI
Cnh Industrial N.V.

Industrials
78
+ 5.45%
N/A
1.51K $18.5M
VRSK
Verisk Analytics, Inc.

Industrials
7
+ 70.0%
$268.63 - $301.33 $1.88K - $2.11K
17 $5.12M
HWC
Hancock Whitney Corp

Financial Services
44
New
$49.61 - $61.03 $2.18K - $2.69K
44 $2.31M
MDU
Mdu Resources Group Inc

Industrials
136
New
$16.45 - $18.61 $2.24K - $2.53K
136 $2.3M
PII
Polaris Inc.

Consumer Cyclical
56
New
$40.9 - $58.36 $2.29K - $3.27K
56 $2.29M
LPLA
Lpl Financial Holdings Inc.

Financial Services
7
+ 350.0%
$308.87 - $383.33 $2.16K - $2.68K
9 $2.95M
ARLO
Arlo Technologies, Inc.

Industrials
231
New
$9.87 - $14.38 $2.28K - $3.32K
231 $2.28M
CPNG
Coupang, Inc.

Consumer Cyclical
104
+ 452.17%
$21.34 - $25.52 $2.22K - $2.65K
127 $2.79M
VTR
Ventas, Inc.

Real Estate
33
New
$56.9 - $70.47 $1.88K - $2.33K
33 $2.27M
CMC
Commercial Metals CO

Basic Materials
49
New
$43.22 - $53.05 $2.12K - $2.6K
49 $2.26M
VICI
Vici Properties Inc.

Real Estate
69
New
$28.21 - $32.68 $1.95K - $2.25K
69 $2.25M
LKQ
Lkq Corp

Consumer Cyclical
4
+ 1.12%
$36.24 - $44.05 $145 - $176
361 $15.4M
AMPL
Amplitude, Inc.

Technology
217
New
$10.19 - $14.44 $2.21K - $3.13K
217 $2.21M
ABG
Asbury Automotive Group Inc

Consumer Cyclical
10
New
$218.17 - $305.86 $2.18K - $3.06K
10 $2.21M
PLD
Prologis, Inc.

Real Estate
12
+ 8.45%
$103.59 - $124.04 $1.24K - $1.49K
154 $17.2M
AXSM
Axsome Therapeutics, Inc.

Healthcare
16
+ 160.0%
$80.05 - $137.75 $1.28K - $2.2K
26 $3.03M
HLIT
Harmonic Inc

Technology
230
+ 3833.33%
$9.42 - $13.55 $2.17K - $3.12K
236 $2.26M
VMEO
Vimeo, Inc.

Technology
413
New
$5.26 - $6.93 $2.17K - $2.86K
413 $2.17M
STE
Steris PLC

Healthcare
9
+ 150.0%
$202.46 - $232.74 $1.82K - $2.09K
15 $3.4M
GGG
Graco Inc

Industrials
26
+ 260.0%
$80.53 - $87.54 $2.09K - $2.28K
36 $3.01M
RRC
Range Resources Corp

Energy
54
New
$35.22 - $41.29 $1.9K - $2.23K
54 $2.16M
HOMB
Home Bancshares Inc

Financial Services
76
New
$27.23 - $31.23 $2.07K - $2.37K
76 $2.15M
CBSH
Commerce Bancshares Inc

Financial Services
35
+ 8.84%
$58.85 - $68.59 $2.06K - $2.4K
431 $26.8M
Crane Company
14
New
N/A
14 $2.15M
OKE
Oneok Inc

Energy
22
+ 57.89%
$89.57 - $109.85 $1.97K - $2.42K
60 $5.94M
AUPH
Aurinia Pharmaceuticals Inc.

Healthcare
274
+ 334.15%
$7.55 - $8.77 $2.07K - $2.4K
356 $2.86M
DBI
Designer Brands Inc.

Consumer Cyclical
581
New
$3.25 - $5.93 $1.89K - $3.45K
581 $2.12M
HIG
Hartford Financial Services Group, Inc.

Financial Services
17
New
$106.31 - $123.73 $1.81K - $2.1K
17 $2.1M
ZUMZ
Zumiez Inc

Consumer Cyclical
141
New
$12.78 - $19.17 $1.8K - $2.7K
141 $2.1M
NEE
Nextera Energy Inc

Utilities
36
+ 6.25%
$66.96 - $76.16 $2.41K - $2.74K
612 $43.4M
DWAC
Digital World Acquisition Corp.

Financial Services
106
New
N/A
106 $2.07M
BFB
Brown Forman Corp Cl B
61
New
N/A
61 $2.07M
TJX
Tjx Companies Inc

Consumer Cyclical
16
+ 14.95%
$112.81 - $126.16 $1.8K - $2.02K
123 $15M
EWC
Ishares Msci Canada ETF

ETFs
50
New
$39.3 - $42.52 $1.96K - $2.13K
50 $2.04M
ETNB
89bio, Inc.

Healthcare
280
New
$6.18 - $11.66 $1.73K - $3.26K
280 $2.04M
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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