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
JBI
Janus International Group, Inc.

Industrials
282
New
$6.95 - $9.11 $1.96K - $2.57K
282 $2.03M
IBOC
International Bancshares Corp

Financial Services
32
New
$60.62 - $67.91 $1.94K - $2.17K
32 $2.02M
TXRH
Texas Roadhouse, Inc.

Consumer Cyclical
28
+ 14.58%
$166.63 - $185.86 $4.67K - $5.2K
220 $36.7M
URGN
Uro Gen Pharma Ltd.

Healthcare
178
New
$9.27 - $12.13 $1.65K - $2.16K
178 $1.97M
CRSR
Corsair Gaming, Inc.

Technology
222
New
$6.98 - $12.53 $1.55K - $2.78K
222 $1.97M
ENTA
Enanta Pharmaceuticals Inc

Healthcare
351
New
$4.82 - $8.49 $1.69K - $2.98K
351 $1.94M
GIS
General Mills Inc

Consumer Defensive
35
+ 85.37%
$57.56 - $65.3 $2.01K - $2.29K
76 $4.55M
GPI
Group 1 Automotive Inc

Consumer Cyclical
5
New
$375.96 - $484.08 $1.88K - $2.42K
5 $1.91M
NOW
Service Now, Inc.

Technology
6
+ 54.55%
$783.83 - $1170.39 $4.7K - $7.02K
17 $13.4M
PKI
Perkinelmer Inc

Healthcare
18
New
N/A
18 $1.91M
MIDD
Middleby Corp

Industrials
3
+ 3.45%
$133.93 - $172.89 $402 - $519
90 $13.7M
CYRX
Cryoport, Inc.

Industrials
322
+ 805.0%
$4.7 - $8.82 $1.51K - $2.84K
362 $2.2M
VECO
Veeco Instruments Inc

Technology
94
New
$20.08 - $28.72 $1.89K - $2.7K
94 $1.89M
FANG
Diamondback Energy, Inc.

Energy
12
+ 150.0%
$139.9 - $180.18 $1.68K - $2.16K
20 $3.2M
AGM
Federal Agricultural Mortgage Corp

Financial Services
10
New
$182.78 - $209.07 $1.83K - $2.09K
10 $1.88M
AMAT
Applied Materials Inc

Technology
17
+ 50.0%
$145.06 - $195.51 $2.47K - $3.32K
51 $7.45M
CCI
Crown Castle International Corp

Real Estate
17
+ 242.86%
$84.33 - $106.39 $1.43K - $1.81K
24 $2.51M
BRO
Brown & Brown, Inc.

Financial Services
15
New
$100.54 - $124.4 $1.51K - $1.87K
15 $1.87M
DOW
Dow Inc.

Basic Materials
58
+ 181.25%
$34.36 - $41.92 $1.99K - $2.43K
90 $3.13M
CSGP
Costar Group, Inc.

Real Estate
22
+ 146.67%
$69.29 - $80.37 $1.52K - $1.77K
37 $2.96M
CHE
Chemed Corp

Healthcare
3
New
$521.84 - $615.32 $1.57K - $1.85K
3 $1.85M
ASGN
Asgn Inc

Technology
29
New
$63.02 - $93.96 $1.83K - $2.72K
29 $1.83M
LOW
Lowes Companies Inc

Consumer Cyclical
9
+ 40.91%
$222.66 - $268.42 $2K - $2.42K
31 $7.2M
BP
Bp PLC

Energy
36
+ 26.09%
$29.93 - $35.31 $1.08K - $1.27K
174 $5.88M
WBD
Warner Bros. Discovery, Inc.

Communication Services
166
+ 263.49%
$9.47 - $11.46 $1.57K - $1.9K
229 $2.46M
CNM
Core & Main, Inc.

Industrials
37
New
$46.27 - $57.26 $1.71K - $2.12K
37 $1.79M
SHOO
Steven Madden, Ltd.

Consumer Cyclical
67
New
$25.03 - $42.15 $1.68K - $2.82K
67 $1.79M
SCCO
Southern Copper Corp

Basic Materials
19
+ 475.0%
$85.92 - $101.48 $1.63K - $1.93K
23 $2.15M
HLI
Houlihan Lokey, Inc.

Financial Services
11
New
$154.43 - $187.4 $1.7K - $2.06K
11 $1.78M
AMRK
A Mark Precious Metals, Inc.

Financial Services
69
New
$25.37 - $29.38 $1.75K - $2.03K
69 $1.75M
HVT
Haverty Furniture Companies Inc

Consumer Cyclical
111
+ 60.33%
$19.72 - $23.56 $2.19K - $2.62K
295 $5.82M
VVX
V2 X, Inc.

Industrials
35
New
$42.05 - $55.16 $1.47K - $1.93K
35 $1.72M
CAH
Cardinal Health Inc

Healthcare
11
+ 110.0%
$118.02 - $137.77 $1.3K - $1.52K
21 $2.89M
LOVE
Lovesac CO

Consumer Cyclical
94
New
$15.5 - $27.15 $1.46K - $2.55K
94 $1.71M
EGBN
Eagle Bancorp Inc

Financial Services
81
New
$20.39 - $26.95 $1.65K - $2.18K
81 $1.7M
WELL
Welltower Inc.

Real Estate
10
+ 166.67%
$124.05 - $156.86 $1.24K - $1.57K
16 $2.48M
MTRX
Matrix Service CO

Industrials
124
+ 40.26%
$11.72 - $15.37 $1.45K - $1.91K
432 $5.37M
XNCR
Xencor Inc

Healthcare
158
New
$10.64 - $24.13 $1.68K - $3.81K
158 $1.68M
ETR
Entergy Corp

Utilities
18
+ 128.57%
$75.26 - $87.89 $1.35K - $1.58K
32 $2.74M
KALV
Kal Vista Pharmaceuticals, Inc.

Healthcare
144
New
$7.4 - $12.6 $1.07K - $1.81K
144 $1.66M
COGT
Cogent Biosciences, Inc.

Healthcare
277
New
$5.99 - $9.66 $1.66K - $2.68K
277 $1.66M
UMC
United Microelectronics Corp

Technology
188
+ 40.6%
$5.69 - $7.15 $1.07K - $1.34K
651 $4.66M
BHP
Bhp Group LTD

Basic Materials
35
+ 17.86%
$48.18 - $52.11 $1.69K - $1.82K
231 $11.2M
CHTR
Charter Communications, Inc.

Communication Services
4
+ 66.67%
$334.89 - $384.77 $1.34K - $1.54K
10 $3.83M
BHE
Benchmark Electronics Inc

Technology
49
+ 158.06%
$37.74 - $48.97 $1.85K - $2.4K
80 $3.04M
WSO
Watsco Inc

Industrials
3
+ 100.0%
$463.86 - $530.75 $1.39K - $1.59K
6 $3.05M
AEM
Agnico Eagle Mines LTD

Basic Materials
9
+ 42.86%
$79.66 - $108.41 $717 - $976
30 $3.25M
VVV
Valvoline Inc

Energy
46
+ 4600.0%
$34.44 - $40.19 $1.58K - $1.85K
47 $1.64M
TDY
Teledyne Technologies Inc

Technology
3
+ 100.0%
$455.51 - $518.84 $1.37K - $1.56K
6 $2.99M
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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