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
WAFD
Washington Federal Inc

Financial Services
48
New
$27.4 - $32.6 $1.32K - $1.56K
48 $1.37M
APO
Apollo Global Management, Inc.

Financial Services
10
New
$126.01 - $172.06 $1.26K - $1.72K
10 $1.37M
KTOS
Kratos Defense & Security Solutions, Inc.

Industrials
46
New
$24.39 - $35.22 $1.12K - $1.62K
46 $1.37M
BECN
Beacon Roofing Supply Inc

Industrials
11
New
$100.48 - $123.86 $1.11K - $1.36K
11 $1.36M
TECH
Bio Techne Corp

Healthcare
25
+ 312.5%
$58.47 - $78.75 $1.46K - $1.97K
33 $1.94M
CMPR
Cimpress PLC

Communication Services
30
New
$41.88 - $74.85 $1.26K - $2.25K
30 $1.36M
DRS
Leonardo Drs, Inc.
40
+ 74.07%
N/A
94 $3.09M
AVTR
Avantor, Inc.

Basic Materials
94
+ 254.05%
$15.5 - $22.57 $1.46K - $2.12K
131 $2.12M
GCT
Giga Cloud Technology Inc.

Technology
94
New
N/A
94 $1.34M
ITT
Itt Inc.

Industrials
16
+ 29.63%
$128.71 - $153.88 $2.06K - $2.46K
70 $9.04M
PAGS
Pag Seguro Digital Ltd.

Technology
173
New
$6.27 - $8.52 $1.08K - $1.47K
173 $1.32M
SMG
Scotts Miracle Gro CO

Basic Materials
24
New
$54.76 - $77.7 $1.31K - $1.86K
24 $1.32M
ADC
Agree Realty Corp

Real Estate
17
New
$68.36 - $77.19 $1.16K - $1.31K
17 $1.31M
IDXX
Idexx Laboratories Inc

Healthcare
3
+ 42.86%
$406.29 - $469.04 $1.22K - $1.41K
10 $4.32M
JAMF
Jamf Holding Corp.

Technology
108
+ 5400.0%
$12.15 - $15.96 $1.31K - $1.72K
110 $1.34M
STEP
Step Stone Group Inc.

Financial Services
25
New
$47.81 - $64.82 $1.2K - $1.62K
25 $1.31M
SSB
South State Corp

Financial Services
14
New
$89.4 - $108.33 $1.25K - $1.52K
14 $1.3M
TNYA
Tenaya Therapeutics, Inc.

Healthcare
2.28K
New
$0.44 - $1.52 $1K - $3.46K
2.28K $1.3M
ALDX
Aldeyra Therapeutics, Inc.

Healthcare
223
+ 1115.0%
$4.7 - $6.98 $1.05K - $1.56K
243 $1.4M
VYGR
Voyager Therapeutics, Inc.

Healthcare
384
New
$3.38 - $6.04 $1.3K - $2.32K
384 $1.3M
MMS
Maximus, Inc.

Industrials
19
New
$64.34 - $79.68 $1.22K - $1.51K
19 $1.3M
RDN
Radian Group Inc

Financial Services
39
New
$30.6 - $34.58 $1.19K - $1.35K
39 $1.29M
DLTR
Dollar Tree, Inc.

Consumer Defensive
17
+ 26.98%
$61.92 - $76.95 $1.05K - $1.31K
80 $6.01M
Lithium Argentina Ag
600
New
N/A
600 $1.28M
OPK
Opko Health, Inc.

Healthcare
772
+ 9650.0%
$1.45 - $1.94 $1.12K - $1.5K
780 $1.3M
AJG
Arthur J. Gallagher & Co.

Financial Services
3
+ 75.0%
$275.89 - $345.24 $828 - $1.04K
7 $2.3M
WERN
Werner Enterprises Inc

Industrials
43
New
$29.25 - $38.23 $1.26K - $1.64K
43 $1.26M
LTH
Life Time Group Holdings, Inc.

Consumer Cyclical
12
+ 10.81%
$22.39 - $33.23 $269 - $399
123 $3.72M
SSD
Simpson Manufacturing Co., Inc.

Basic Materials
8
New
$154.39 - $176.55 $1.24K - $1.41K
8 $1.26M
SB
Safe Bulkers, Inc.

Industrials
340
New
$3.31 - $3.9 $1.13K - $1.33K
340 $1.26M
Cg Oncology Inc
51
New
N/A
51 $1.25M
Anaptysbio Inc
67
New
N/A
67 $1.25M
CASH
Meta Financial Group Inc

Financial Services
17
New
$69.94 - $81.54 $1.19K - $1.39K
17 $1.24M
JLL
Jones Lang Lasalle Inc

Real Estate
5
New
$238.0 - $284.76 $1.19K - $1.42K
5 $1.24M
EYE
National Vision Holdings, Inc.

Consumer Cyclical
1
+ 0.19%
$10.52 - $13.61 $10.5 - $13.6
520 $6.65M
APP
App Lovin Corp

Technology
10
+ 41.67%
$238.08 - $510.13 $2.38K - $5.1K
34 $9.01M
SCSC
Scansource, Inc.

Technology
36
New
$34.01 - $51.68 $1.22K - $1.86K
36 $1.23M
MOGA
Moog Inc Cla
7
New
N/A
7 $1.21M
WCN
Waste Connections, Inc.

Industrials
5
+ 50.0%
$169.89 - $195.19 $849 - $976
15 $2.93M
SBCF
Seacoast Banking Corp Of Florida

Financial Services
47
New
$25.31 - $30.02 $1.19K - $1.41K
47 $1.21M
BANF
Bancfirst Corp

Financial Services
11
New
$108.28 - $123.19 $1.19K - $1.36K
11 $1.21M
ZEUS
Olympic Steel Inc

Basic Materials
43
+ 37.39%
$30.8 - $37.88 $1.32K - $1.63K
158 $4.98M
TNET
Trinet Group, Inc.

Industrials
15
New
$66.51 - $95.72 $998 - $1.44K
15 $1.19M
CMCO
Columbus Mckinnon Corp

Industrials
70
New
$15.95 - $37.61 $1.12K - $2.63K
70 $1.19M
LAB
Standard Biotools Inc.

Healthcare
1.1K
New
$1.01 - $2.06 $1.11K - $2.26K
1.1K $1.18M
MRUS
Merus N.V.

Healthcare
28
New
$39.01 - $49.16 $1.09K - $1.38K
28 $1.18M
EHAB
Enhabit, Inc.

Healthcare
134
New
$7.64 - $9.29 $1.02K - $1.24K
134 $1.18M
Solid Biosciences Inc
318
New
N/A
318 $1.18M
EE
Excelerate Energy, Inc.

Utilities
41
New
$27.92 - $32.38 $1.14K - $1.33K
41 $1.18M
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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