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
LEVI
Levi Strauss & CO

Consumer Cyclical
102
New
$15.59 - $19.22 $1.59K - $1.96K
102 $1.59M
DOX
Amdocs LTD

Technology
17
+ 340.0%
$82.21 - $92.02 $1.4K - $1.56K
22 $2.01M
AIT
Applied Industrial Technologies Inc

Industrials
7
New
$218.93 - $269.18 $1.53K - $1.88K
7 $1.58M
DD
Du Pont De Nemours, Inc.

Basic Materials
23
+ 25.84%
$72.7 - $84.32 $1.67K - $1.94K
112 $8.37M
CLNE
Clean Energy Fuels Corp.

Energy
1.02K
New
$1.55 - $3.57 $1.58K - $3.63K
1.02K $1.58M
VNT
Vontier Corp

Technology
48
New
$32.1 - $40.32 $1.54K - $1.94K
48 $1.58M
CDE
Coeur Mining, Inc.

Basic Materials
265
+ 716.22%
$5.02 - $7.29 $1.33K - $1.93K
302 $1.79M
BCC
Boise Cascade CO

Basic Materials
16
New
$96.38 - $129.12 $1.54K - $2.07K
16 $1.57M
SWKS
Skyworks Solutions, Inc.

Technology
28
+ 280.0%
$64.12 - $93.96 $1.8K - $2.63K
38 $2.46M
NU
Nu Holdings Ltd.

Financial Services
153
New
$10.12 - $13.95 $1.55K - $2.13K
153 $1.57M
CSL
Carlisle Companies Inc

Industrials
5
+ 100.0%
$326.43 - $408.24 $1.63K - $2.04K
10 $3.41M
MSM
Msc Industrial Direct CO Inc

Industrials
20
New
$74.45 - $83.08 $1.49K - $1.66K
20 $1.55M
ACAD
Acadia Pharmaceuticals Inc

Healthcare
100
+ 161.29%
$16.61 - $20.29 $1.66K - $2.03K
162 $2.69M
HP
Helmerich & Payne, Inc.

Energy
59
New
$24.69 - $36.7 $1.46K - $2.17K
59 $1.54M
DFS
Discover Financial Services

Financial Services
9
New
$152.99 - $203.25 $1.38K - $1.83K
9 $1.54M
AM
Antero Midstream Corp

Energy
85
New
$15.47 - $18.04 $1.31K - $1.53K
85 $1.53M
FFIC
Flushing Financial Corp

Financial Services
126
+ 268.09%
$12.7 - $15.14 $1.6K - $1.91K
173 $2.2M
ORN
Orion Group Holdings Inc

Industrials
291
New
$5.23 - $9.27 $1.52K - $2.7K
291 $1.52M
SPB
Spectrum Brands Holdings, Inc.

Consumer Defensive
24
+ 150.0%
$69.67 - $86.15 $1.67K - $2.07K
40 $2.86M
BOOT
Boot Barn Holdings, Inc.

Consumer Cyclical
14
New
$100.91 - $174.52 $1.41K - $2.44K
14 $1.51M
WSFS
Wsfs Financial Corp

Financial Services
29
New
$49.95 - $59.33 $1.45K - $1.72K
29 $1.51M
MORN
Morningstar, Inc.

Financial Services
5
New
$282.49 - $334.73 $1.41K - $1.67K
5 $1.5M
ERAS
Erasca, Inc.

Healthcare
1.09K
New
$1.28 - $2.75 $1.4K - $3.01K
1.09K $1.5M
ANSS
Ansys Inc

Technology
5
+ 125.0%
$316.56 - $360.36 $1.58K - $1.8K
9 $2.97M
EQIX
Equinix Inc

Real Estate
2
+ 200.0%
$803.0 - $959.97 $1.61K - $1.92K
3 $2.53M
ADNT
Adient PLC

Consumer Cyclical
115
New
$12.81 - $18.26 $1.47K - $2.1K
115 $1.48M
MBIN
Merchants Bancorp

Financial Services
39
+ 61.9%
$34.75 - $43.49 $1.36K - $1.7K
102 $3.77M
PB
Prosperity Bancshares Inc

Financial Services
35
+ 13.62%
$69.3 - $80.69 $2.43K - $2.82K
292 $20.8M
MYRG
Myr Group Inc.

Industrials
13
New
$106.08 - $157.33 $1.38K - $2.05K
13 $1.47M
OGE
Oge Energy Corp.

Utilities
32
New
$39.76 - $46.32 $1.27K - $1.48K
32 $1.47M
WRBY
Warby Parker Inc.

Healthcare
115
+ 109.52%
$17.82 - $28.42 $2.05K - $3.27K
220 $4.01M
KNSL
Kinsale Capital Group, Inc.

Financial Services
3
New
$416.48 - $494.72 $1.25K - $1.48K
3 $1.46M
CSWI
Csw Industrials, Inc.

Industrials
5
New
$283.77 - $396.86 $1.42K - $1.98K
5 $1.46M
NRDS
Nerdwallet, Inc.

Financial Services
161
New
$8.77 - $15.15 $1.41K - $2.44K
161 $1.46M
KN
Knowles Corp

Technology
95
New
$15.2 - $20.58 $1.44K - $1.96K
95 $1.44M
AA
Alcoa Corp

Basic Materials
48
+ 1200.0%
$30.5 - $39.53 $1.46K - $1.9K
52 $1.59M
ORGO
Organogenesis Holdings Inc.

Healthcare
4
+ 0.32%
$2.89 - $6.21 $11.6 - $24.8
1.27K $5.48M
STNE
Stone Co Ltd.

Technology
136
New
$7.85 - $11.45 $1.07K - $1.56K
136 $1.43M
SAH
Sonic Automotive Inc

Consumer Cyclical
25
New
$55.11 - $75.24 $1.38K - $1.88K
25 $1.42M
VOYA
Voya Financial, Inc.

Financial Services
21
New
$65.1 - $75.67 $1.37K - $1.59K
21 $1.42M
FITB
Fifth Third Bancorp

Financial Services
36
New
$37.48 - $44.96 $1.35K - $1.62K
36 $1.41M
MUSA
Murphy Usa Inc.

Consumer Cyclical
3
New
$435.02 - $515.95 $1.31K - $1.55K
3 $1.41M
EDIT
Editas Medicine, Inc.

Healthcare
1.25K
+ 363.27%
$1.14 - $3.2 $1.42K - $3.99K
1.59K $1.84M
COMP
Compass, Inc.

Technology
153
+ 695.45%
$5.35 - $10.24 $819 - $1.57K
175 $1.53M
WRLD
World Acceptance Corp

Financial Services
11
New
$109.64 - $152.25 $1.21K - $1.67K
11 $1.39M
HE
Hawaiian Electric Industries Inc

Utilities
127
New
$8.18 - $11.46 $1.04K - $1.46K
127 $1.39M
AMED
Amedisys Inc

Healthcare
15
New
$90.44 - $92.9 $1.36K - $1.39K
15 $1.39M
VCTR
Victory Capital Holdings, Inc.

Financial Services
24
New
$55.84 - $70.58 $1.34K - $1.69K
24 $1.39M
JOE
St Joe CO

Real Estate
29
+ 414.29%
$43.61 - $49.45 $1.26K - $1.43K
36 $1.69M
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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