True Wealth Design, LLC Purchases in Q3 2025

True Wealth Design, LLC

  • $327 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
L
Loews Corp

Financial Services
71
+ 144.9%
$89.82 - $100.39 $6.38K - $7.13K
120 $12.1M
ON
On Semiconductor Corp

Technology
163
+ 105.84%
$46.98 - $62.45 $7.66K - $10.2K
317 $15.7M
OSK
Oshkosh Corp

Industrials
28
+ 11.52%
$118.16 - $143.44 $3.31K - $4.02K
271 $35.1M
RPRX
Royalty Pharma PLC

Healthcare
232
+ 27.01%
$34.9 - $37.91 $8.1K - $8.8K
1.09K $38.5M
ADSK
Autodesk, Inc.

Technology
8
+ 1.32%
N/A
615 $195M
ASGN
Asgn Inc

Technology
157
New
$47.05 - $55.65 $7.39K - $8.74K
157 $7.43M
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
250
New
$28.95 - $29.73 $7.24K - $7.43K
250 $7.43M
XRAY
Dentsply Sirona Inc.

Healthcare
1.18K
+ 49.71%
$12.37 - $16.85 $14.6K - $19.9K
3.56K $45.1M
SHOP
Shopify Inc.

Technology
46
+ 287.5%
$112.11 - $157.12 $5.16K - $7.23K
62 $9.21M
DUOL
Duolingo, Inc.

Technology
71
+ 40.34%
$271.18 - $403.06 $19.3K - $28.6K
247 $79.5M
PGR
Progressive Corp

Financial Services
48
+ 20.78%
$238.61 - $264.3 $11.5K - $12.7K
279 $68.8M
CABO
Cable One, Inc.

Communication Services
8
+ 5.67%
$119.56 - $177.68 $956 - $1.42K
149 $26.4M
IBN
Icici Bank LTD

Financial Services
239
New
$30.23 - $34.41 $7.22K - $8.22K
239 $7.23M
LEA
Lear Corp

Consumer Cyclical
71
+ 546.15%
$92.93 - $112.75 $6.6K - $8.01K
84 $8.45M
LASR
Nlight, Inc.

Technology
34
+ 5.47%
$18.28 - $31.55 $622 - $1.07K
656 $19.4M
LEG
Leggett & Platt Inc

Consumer Cyclical
811
+ 407.54%
$8.08 - $10.59 $6.55K - $8.59K
1.01K $8.97M
MTB
M&T Bank Corp

Financial Services
36
+ 180.0%
$183.74 - $204.05 $6.61K - $7.35K
56 $11.1M
TS
Tenaris Sa

Energy
201
+ 1546.15%
$34.66 - $38.85 $6.97K - $7.81K
214 $7.66M
EWBC
East West Bancorp Inc

Financial Services
37
+ 6.3%
$97.41 - $109.7 $3.6K - $4.06K
624 $66.4M
MTDR
Matador Resources CO

Energy
159
+ 441.67%
$44.93 - $52.55 $7.14K - $8.36K
195 $8.76M
MFA
Mfa Financial, Inc.

Real Estate
756
New
$9.09 - $10.4 $6.87K - $7.86K
756 $6.95M
SONO
Sonos Inc

Technology
136
+ 14.23%
$10.36 - $15.8 $1.41K - $2.15K
1.09K $17.3M
KLIC
Kulicke & Soffa Industries Inc

Technology
44
+ 5.19%
$32.11 - $43.03 $1.41K - $1.89K
892 $36.3M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
160
New
$39.8 - $42.86 $6.37K - $6.86K
160 $6.85M
PPG
Ppg Industries Inc

Basic Materials
79
+ 44.38%
$103.65 - $119.07 $8.19K - $9.41K
257 $27M
FOLD
Amicus Therapeutics, Inc.

Healthcare
851
New
$5.84 - $8.57 $4.97K - $7.29K
851 $6.71M
SNDR
Schneider National, Inc.

Industrials
354
+ 133.58%
$21.09 - $26.92 $7.47K - $9.53K
619 $13.1M
PHG
Koninklijke Philips Nv

Healthcare
238
+ 528.89%
$23.84 - $28.62 $5.67K - $6.81K
283 $7.72M
DXC
Dxc Technology CO

Technology
487
+ 1679.31%
$12.85 - $16.24 $6.26K - $7.91K
516 $7.03M
SRPT
Sarepta Therapeutics, Inc.

Healthcare
340
+ 3400.0%
$11.93 - $21.97 $4.06K - $7.47K
350 $6.75M
GIB
Cgi Inc

Technology
76
+ 542.86%
$88.14 - $106.19 $6.7K - $8.07K
90 $8.02M
LHX
L3 Harris Technologies, Inc.

Industrials
17
+ 68.0%
$252.18 - $305.41 $4.29K - $5.19K
42 $12.7M
CRI
Carters Inc

Consumer Cyclical
240
+ 190.48%
$23.65 - $33.93 $5.68K - $8.14K
366 $10.3M
STNG
Scorpio Tankers Inc.

Energy
37
+ 14.23%
$39.9 - $60.85 $1.48K - $2.25K
297 $16.6M
FCFS
First Cash Holdings, Inc.

Financial Services
40
+ 1000.0%
$120.08 - $158.42 $4.8K - $6.34K
44 $6.97M
HCI
Hci Group, Inc.

Financial Services
29
+ 138.1%
$137.88 - $191.93 $4K - $5.57K
50 $9.6M
ALV
Autoliv Inc

Consumer Cyclical
27
+ 10.42%
$110.31 - $127.65 $2.98K - $3.45K
286 $35.3M
VRNS
Varonis Systems Inc

Technology
104
+ 196.23%
$49.58 - $59.83 $5.16K - $6.22K
157 $9.02M
VLY
Valley National Bancorp

Financial Services
174
+ 6.49%
$9.18 - $11.1 $1.6K - $1.93K
2.85K $30.3M
OLN
Olin Corp

Basic Materials
252
New
$18.23 - $26.93 $4.59K - $6.79K
252 $6.3M
BP
Bp PLC

Energy
162
+ 110.96%
$30.25 - $35.69 $4.9K - $5.78K
308 $10.6M
Siriusxm Holdings Inc
247
+ 15.28%
N/A
1.86K $43.4M
AGX
Argan Inc

Industrials
7
+ 8.14%
$202.53 - $271.07 $1.42K - $1.9K
93 $25.1M
FBHS
Fortune Brands Home & Security, Inc.

Industrials
113
+ 305.41%
N/A
150 $8.01M
HIW
Highwoods Properties, Inc.

Real Estate
184
+ 58.04%
$28.32 - $32.39 $5.21K - $5.96K
501 $15.9M
PAG
Penske Automotive Group, Inc.

Consumer Cyclical
34
+ 94.44%
$164.12 - $188.32 $5.58K - $6.4K
70 $12.2M
PEGA
Pegasystems Inc

Technology
38
+ 3.37%
$49.75 - $60.39 $1.89K - $2.29K
1.17K $67M
SNX
Td Synnex Corp

Technology
36
+ 1200.0%
$135.82 - $166.01 $4.89K - $5.98K
39 $6.39M
ELAN
Elanco Animal Health Inc

Healthcare
288
+ 960.0%
$13.68 - $20.14 $3.94K - $5.8K
318 $6.41M
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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