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
DUK
Duke Energy Corp

Utilities
27
+ 25.23%
$116.31 - $125.93 $3.14K - $3.4K
134 $16.6M
CPA
Copa Holdings, S.A.

Industrials
33
+ 3300.0%
$107.44 - $122.34 $3.55K - $4.04K
34 $4.04M
JKHY
Henry Jack & Associates Inc

Technology
27
+ 900.0%
$148.45 - $182.09 $4.01K - $4.92K
30 $4.47M
Cooper Cos Inc
58
+ 276.19%
N/A
79 $5.42M
R
Ryder System Inc

Industrials
20
+ 400.0%
$168.66 - $189.57 $3.37K - $3.79K
25 $4.72M
ROL
Rollins Inc

Consumer Cyclical
60
+ 35.29%
$55.05 - $58.74 $3.3K - $3.52K
230 $13.5M
PRU
Prudential Financial Inc

Financial Services
39
+ 108.33%
$100.68 - $109.89 $3.93K - $4.29K
75 $7.82M
TRMK
Trustmark Corp

Financial Services
96
+ 282.35%
$36.46 - $41.06 $3.5K - $3.94K
130 $5.15M
BALL
Ball Corp

Consumer Cyclical
215
+ 17.58%
$48.47 - $59.71 $10.4K - $12.8K
1.44K $72.5M
NTR
Nutrien Ltd.

Basic Materials
66
+ 220.0%
$55.69 - $62.11 $3.68K - $4.1K
96 $5.64M
TT
Trane Technologies PLC

Industrials
12
+ 15.38%
$398.96 - $472.54 $4.79K - $5.67K
90 $37.9M
PTC
Ptc Inc.

Technology
17
+ 130.77%
$173.07 - $216.53 $2.94K - $3.68K
30 $6.09M
ERIC
Ericsson Lm Telephone CO

Technology
466
+ 751.61%
$7.2 - $8.55 $3.36K - $3.98K
528 $4.37M
K
Kellogg CO

Consumer Defensive
45
+ 77.59%
$76.96 - $82.02 $3.46K - $3.69K
103 $8.45M
BSCV
Invesco ETF Self Indexed Fd Tr
228
New
$16.39 - $16.83 $3.74K - $3.84K
228 $3.8M
LAUR
Laureate Education, Inc.

Consumer Defensive
117
+ 1170.0%
$22.6 - $31.57 $2.64K - $3.69K
127 $4.01M
AMWD
American Woodmark Corp

Consumer Cyclical
55
+ 1375.0%
$52.29 - $69.64 $2.88K - $3.83K
59 $3.97M
CMS
Cms Energy Corp

Utilities
47
+ 59.49%
$69.37 - $74.67 $3.26K - $3.51K
126 $9.23M
XERS
Xeris Biopharma Holdings, Inc.

Healthcare
44
+ 4.55%
$4.68 - $8.3 $206 - $365
1.01K $8.23M
MFC
Manulife Financial Corp

Financial Services
118
New
$29.9 - $32.34 $3.53K - $3.82K
118 $3.68M
BA
Boeing CO

Industrials
11
+ 5.45%
$209.79 - $237.38 $2.31K - $2.61K
213 $45.9M
WBD
Warner Bros. Discovery, Inc.

Communication Services
58
+ 18.71%
$10.78 - $19.82 $625 - $1.15K
368 $7.19M
DPZ
Dominos Pizza Inc

Consumer Cyclical
12
+ 14.63%
$422.75 - $485.53 $5.07K - $5.83K
94 $40.6M
FMX
Mexican Economic Development Inc

Consumer Defensive
37
+ 528.57%
$83.67 - $106.19 $3.1K - $3.93K
44 $4.34M
RGNX
Regenxbio Inc.

Healthcare
362
+ 489.19%
$7.46 - $9.89 $2.7K - $3.58K
436 $4.21M
APPN
Appian Corp

Technology
117
+ 1950.0%
$26.95 - $33.69 $3.15K - $3.94K
123 $3.76M
AMG
Affiliated Managers Group, Inc.

Financial Services
13
+ 130.0%
$198.72 - $244.34 $2.58K - $3.18K
23 $5.53M
EMRAF
Emera Inc

Utilities
74
New
$45.39 - $46.03 $3.36K - $3.41K
74 $3.55M
FHN
First Horizon Corp

Financial Services
4
+ 0.16%
$21.16 - $23.23 $84.6 - $92.9
2.45K $55.4M
DOCS
Doximity, Inc.

Healthcare
44
+ 183.33%
$57.33 - $75.12 $2.52K - $3.31K
68 $4.98M
MNKD
Mannkind Corp

Healthcare
648
New
$3.42 - $5.74 $2.22K - $3.72K
648 $3.48M
GRNT
Granite Ridge Resources, Inc.
635
+ 3968.75%
$4.79 - $6.34 $3.04K - $4.03K
651 $3.52M
WRB
Berkley W R Corp

Financial Services
38
+ 23.75%
$67.78 - $76.62 $2.58K - $2.91K
198 $15.2M
OPCH
Option Care Health, Inc.

Healthcare
123
New
$26.82 - $31.95 $3.3K - $3.93K
123 $3.42M
NSP
Insperity, Inc.

Industrials
84
+ 125.37%
$45.07 - $62.06 $3.79K - $5.21K
151 $7.43M
PCAR
Paccar Inc

Industrials
28
+ 14.14%
$92.91 - $102.86 $2.6K - $2.88K
226 $22.2M
TPH
Tri Pointe Homes, Inc.

Consumer Cyclical
65
+ 11.11%
$30.8 - $37.14 $2K - $2.41K
650 $22.1M
SITE
Site One Landscape Supply, Inc.

Industrials
26
+ 520.0%
$121.97 - $152.97 $3.17K - $3.98K
31 $3.99M
CYBR
Cyber Ark Software Ltd.

Technology
7
New
$374.8 - $491.1 $2.62K - $3.44K
7 $3.38M
KTOS
Kratos Defense & Security Solutions, Inc.

Industrials
14
+ 30.43%
$43.07 - $91.37 $603 - $1.28K
60 $5.51M
RACE
Ferrari N.V.

Consumer Cyclical
7
+ 100.0%
$436.24 - $517.65 $3.05K - $3.62K
14 $6.79M
TROW
Price T Rowe Group Inc

Financial Services
29
+ 46.77%
$98.67 - $111.52 $2.86K - $3.23K
91 $9.31M
SEIC
Sei Investments CO

Financial Services
42
+ 100.0%
$84.85 - $93.8 $3.56K - $3.94K
84 $7.13M
MTRN
Materion Corp

Basic Materials
27
+ 1350.0%
$80.72 - $122.12 $2.18K - $3.3K
29 $3.5M
ARLO
Arlo Technologies, Inc.

Industrials
194
+ 843.48%
$15.72 - $18.54 $3.05K - $3.6K
217 $3.68M
HCSG
Healthcare Services Group Inc

Healthcare
194
+ 19400.0%
$12.69 - $16.83 $2.46K - $3.27K
195 $3.28M
TTI
Tetra Technologies Inc

Energy
568
New
$3.23 - $5.89 $1.83K - $3.35K
568 $3.27M
ALGM
Allegro Microsystems, Inc.

Technology
111
New
$29.16 - $37.51 $3.24K - $4.16K
111 $3.24M
GPC
Genuine Parts CO

Consumer Cyclical
19
+ 54.29%
$122.23 - $142.77 $2.32K - $2.71K
54 $7.49M
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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