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
GLW
Corning Inc

Technology
2
+ 1.02%
$51.6 - $82.03 $103 - $164
199 $16.3M
ABCB
Ameris Bancorp

Financial Services
33
+ 8.05%
$65.68 - $76.41 $2.17K - $2.52K
443 $32.5M
AMP
Ameriprise Financial Inc

Financial Services
16
+ 35.56%
$486.13 - $544.55 $7.78K - $8.71K
61 $30M
DTE
Dte Energy CO

Utilities
34
+ 26.98%
$130.26 - $141.49 $4.43K - $4.81K
160 $22.6M
CUZ
Cousins Properties Inc

Real Estate
212
+ 115.22%
$26.53 - $29.82 $5.62K - $6.32K
396 $11.5M
AVT
Avnet Inc

Technology
113
+ 182.26%
$49.46 - $56.3 $5.59K - $6.36K
175 $9.15M
BKH
Black Hills Corp

Utilities
94
+ 9400.0%
$55.87 - $61.62 $5.25K - $5.79K
95 $5.85M
DLX
Deluxe Corp

Communication Services
244
+ 80.79%
$15.59 - $20.08 $3.8K - $4.9K
546 $10.6M
FTS
Fortis Inc.

Utilities
112
+ 448.0%
$46.83 - $50.85 $5.24K - $5.7K
137 $6.95M
AGCO
Agco Corp

Industrials
53
+ 481.82%
$106.41 - $117.97 $5.64K - $6.25K
64 $6.85M
CIVI
Civitas Resources, Inc.

Energy
161
+ 187.21%
$27.85 - $37.37 $4.48K - $6.02K
247 $8.03M
RPAY
Repay Holdings Corp

Technology
1.04K
+ 179.1%
$4.64 - $5.96 $4.81K - $6.18K
1.62K $8.45M
SCHL
Scholastic Corp

Communication Services
151
+ 64.81%
$21.03 - $27.56 $3.18K - $4.16K
384 $10.5M
HTH
Hilltop Holdings Inc.

Financial Services
140
+ 47.95%
$29.57 - $35.74 $4.14K - $5K
432 $14.4M
SHC
Sotera Health CO

Healthcare
345
+ 1189.66%
$11.01 - $16.5 $3.8K - $5.69K
374 $5.88M
WAT
Waters Corp

Healthcare
20
+ 222.22%
$277.72 - $357.04 $5.55K - $7.14K
29 $8.7M
RDN
Radian Group Inc

Financial Services
153
+ 318.75%
$32.61 - $37.23 $4.99K - $5.7K
201 $7.28M
CDAY
Ceridian Hcm Holding Inc.

Technology
78
+ 709.09%
N/A
89 $6.16M
SE
Sea LTD

Consumer Cyclical
31
New
$146.23 - $196.5 $4.53K - $6.09K
31 $5.54M
LNG
Cheniere Energy, Inc.

Energy
33
+ 12.31%
$222.68 - $244.28 $7.35K - $8.06K
301 $70.7M
MKSI
Mks Instruments Inc

Technology
35
+ 79.55%
$89.62 - $129.92 $3.14K - $4.55K
79 $9.78M
CM
Canadian Imperial Bank Of Commerce

Financial Services
67
New
$71.11 - $81.68 $4.76K - $5.47K
67 $5.35M
BIO
Bio Rad Laboratories, Inc.

Healthcare
19
New
$241.95 - $303.82 $4.6K - $5.77K
19 $5.33M
WEC
Wec Energy Group, Inc.

Utilities
42
+ 89.36%
$103.66 - $114.59 $4.35K - $4.81K
89 $10.2M
SIG
Signet Jewelers LTD

Consumer Cyclical
1
+ 0.32%
$74.31 - $96.87 $74.3 - $96.9
316 $30.3M
UHAL
Amerco

Industrials
92
+ 1533.33%
$55.87 - $63.85 $5.14K - $5.87K
98 $5.59M
CSTM
Constellium Se

Basic Materials
297
+ 59.28%
$13.08 - $16.36 $3.88K - $4.86K
798 $11.9M
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
87
New
$57.1 - $70.52 $4.97K - $6.14K
87 $5.19M
LPG
Dorian Lpg Ltd.

Energy
80
+ 15.69%
$24.6 - $32.7 $1.97K - $2.62K
590 $17.6M
CDNS
Cadence Design Systems Inc

Technology
5
+ 6.41%
$309.46 - $373.37 $1.55K - $1.87K
83 $29.1M
STLD
Steel Dynamics Inc

Basic Materials
10
+ 3.09%
N/A
334 $46.6M
COUR
Coursera, Inc.

Consumer Defensive
7
+ 0.41%
$8.09 - $12.7 $56.6 - $88.9
1.7K $19.9M
AES
Aes Corp

Utilities
372
+ 563.64%
$10.77 - $13.94 $4.01K - $5.19K
438 $5.77M
EHC
Encompass Health Corp

Healthcare
35
+ 25.18%
$107.13 - $127.02 $3.75K - $4.45K
174 $22.1M
Linde PLC
10
+ 21.74%
N/A
56 $26.8M
WTFC
Wintrust Financial Corp

Financial Services
35
+ 77.78%
$122.55 - $139.81 $4.29K - $4.89K
80 $10.6M
TNET
Trinet Group, Inc.

Industrials
76
+ 475.0%
$62.83 - $75.19 $4.78K - $5.71K
92 $6.15M
CCS
Century Communities, Inc.

Consumer Cyclical
71
+ 104.41%
$56.29 - $69.8 $4K - $4.96K
139 $8.81M
PKX
Posco Holdings Inc.

Basic Materials
100
+ 263.16%
$48.73 - $61.15 $4.87K - $6.12K
138 $6.79M
AMD
Advanced Micro Devices Inc

Technology
21
+ 26.92%
$134.8 - $184.42 $2.83K - $3.87K
99 $16M
PTCT
Ptc Therapeutics, Inc.

Healthcare
41
+ 21.81%
$43.3 - $62.88 $1.78K - $2.58K
229 $14.1M
RRX
Regal Rexnord Corp

Industrials
34
+ 425.0%
$137.95 - $159.91 $4.69K - $5.44K
42 $6.03M
WPM
Wheaton Precious Metals Corp.

Basic Materials
41
+ 341.67%
$86.72 - $111.84 $3.56K - $4.59K
53 $5.93M
BNDX
Vanguard Total International B

ETFs
98
New
$49.0 - $49.51 $4.8K - $4.85K
98 $4.85M
EXC
Exelon Corp

Utilities
99
+ 40.57%
$42.73 - $45.54 $4.23K - $4.51K
343 $15.4M
TKR
Timken CO

Industrials
63
+ 370.59%
$73.5 - $81.69 $4.63K - $5.15K
80 $6.02M
WTS
Watts Water Technologies Inc

Industrials
14
+ 53.85%
$247.02 - $285.86 $3.46K - $4K
40 $11.2M
BHLB
Berkshire Hills Bancorp Inc

Financial Services
212
+ 111.58%
$24.04 - $27.04 $5.1K - $5.73K
402 $9.53M
KIM
Kimco Realty Corp

Real Estate
217
+ 571.05%
$20.74 - $22.79 $4.5K - $4.95K
255 $5.57M
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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