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
NMRK
Newmark Group, Inc.

Real Estate
82
New
$11.84 - $14.69 $971 - $1.2K
82 $998K
OMI
Owens & Minor Inc

Healthcare
125
+ 378.79%
$6.22 - $15.07 $778 - $1.88K
158 $1.43M
RCUS
Arcus Biosciences, Inc.

Healthcare
126
New
$7.85 - $15.24 $989 - $1.92K
126 $990K
LFUS
Littelfuse Inc

Technology
5
New
$196.74 - $255.16 $984 - $1.28K
5 $984K
NWN
Northwest Natural Holding CO

Utilities
23
New
$38.31 - $42.72 $881 - $983
23 $983K
CASY
Caseys General Stores Inc

Consumer Cyclical
2
+ 66.67%
$378.71 - $442.54 $757 - $885
5 $2.17M
ABCB
Ameris Bancorp

Financial Services
17
New
$55.56 - $68.47 $945 - $1.16K
17 $979K
HUBB
Hubbell Inc

Industrials
4
+ 100.0%
$330.91 - $456.86 $1.32K - $1.83K
8 $2.65M
UHAL
Amerco

Industrials
15
+ 500.0%
$62.22 - $74.71 $933 - $1.12K
18 $1.18M
SES
Ses Ai Corp

Consumer Cyclical
1.86K
New
$0.4 - $2.25 $744 - $4.18K
1.86K $968K
RS
Reliance Steel & Aluminum CO

Basic Materials
3
+ 60.0%
$266.61 - $302.66 $800 - $908
8 $2.31M
GHM
Graham Corp

Industrials
33
New
$28.82 - $49.72 $951 - $1.64K
33 $952K
DOV
Dover Corp

Industrials
6
+ 66.67%
$174.65 - $206.43 $1.05K - $1.24K
15 $2.64M
VICR
Vicor Corp

Technology
23
+ 27.38%
$46.78 - $64.71 $1.08K - $1.49K
107 $5.01M
VEL
Velocity Financial, Inc.

Financial Services
55
+ 53.4%
$18.39 - $20.48 $1.01K - $1.13K
158 $2.96M
APD
Air Products & Chemicals, Inc.

Basic Materials
3
+ 27.27%
$283.24 - $338.07 $850 - $1.01K
14 $4.27M
UA
Under Armour Inc Cl C

Consumer Cyclical
158
New
$5.95 - $7.79 $940 - $1.23K
158 $941K
RMBS
Rambus Inc

Technology
21
+ 15.11%
$51.55 - $68.59 $1.08K - $1.44K
160 $8.28M
BBW
Build A Bear Workshop Inc

Consumer Cyclical
25
New
$35.19 - $46.6 $880 - $1.17K
25 $930K
ACA
Arcosa, Inc.

Industrials
12
New
$77.12 - $103.53 $925 - $1.24K
12 $926K
JXN
Jackson Financial Inc.

Financial Services
11
New
$79.36 - $97.88 $873 - $1.08K
11 $922K
ORA
Ormat Technologies, Inc.

Utilities
13
New
$62.47 - $72.93 $812 - $948
13 $921K
ENOV
Enovis Corp

Industrials
24
New
$35.51 - $47.99 $852 - $1.15K
24 $918K
VTYX
Ventyx Biosciences, Inc.

Healthcare
814
+ 4522.22%
$1.15 - $2.52 $936 - $2.05K
832 $957K
VALE
Vale S.A.

Basic Materials
74
+ 46.25%
$8.5 - $10.19 $629 - $754
234 $2.34M
CTS
Cts Corp

Technology
22
New
$41.45 - $52.95 $912 - $1.16K
22 $915K
FAST
Fastenal CO

Industrials
9
+ 23.68%
$71.11 - $79.98 $640 - $720
47 $3.65M
CHRW
C. H. Robinson Worldwide, Inc.

Industrials
9
+ 90.0%
$96.18 - $109.82 $866 - $988
19 $1.95M
ATO
Atmos Energy Corp

Utilities
5
+ 55.56%
$136.51 - $154.58 $683 - $773
14 $2.17M
BBIO
Bridge Bio Pharma, Inc.

Healthcare
9
+ 10.71%
$28.12 - $37.59 $253 - $338
93 $3.22M
CTSH
Cognizant Technology Solutions Corp

Technology
12
+ 57.14%
$75.32 - $90.7 $904 - $1.09K
33 $2.53M
WYNN
Wynn Resorts LTD

Consumer Cyclical
11
+ 275.0%
$77.0 - $93.47 $847 - $1.03K
15 $1.25M
TEX
Terex Corp

Industrials
24
New
$37.65 - $48.97 $904 - $1.18K
24 $907K
AMCR
Amcor PLC

Consumer Cyclical
89
+ 60.96%
$9.33 - $10.39 $830 - $925
235 $2.28M
CDW
Cdw Corp

Technology
6
+ 150.0%
$160.26 - $206.13 $962 - $1.24K
10 $1.6M
AFRM
Affirm Holdings, Inc.

Technology
20
New
$43.7 - $80.98 $874 - $1.62K
20 $904K
ACVA
Acv Auctions Inc.

Consumer Cyclical
64
New
$13.1 - $22.25 $838 - $1.42K
64 $902K
PWR
Quanta Services, Inc.

Industrials
5
+ 83.33%
$236.71 - $358.03 $1.18K - $1.79K
11 $2.8M
CERS
Cerus Corp

Healthcare
715
+ 111.89%
$1.39 - $2.15 $994 - $1.54K
1.35K $1.88M
OLN
Olin Corp

Basic Materials
61
+ 100.0%
$23.36 - $34.41 $1.42K - $2.1K
122 $2.96M
HONE
Harbor One Bancorp, Inc.

Financial Services
87
+ 1740.0%
$10.37 - $12.54 $902 - $1.09K
92 $955K
FLO
Flowers Foods Inc

Consumer Defensive
47
New
$18.05 - $20.78 $848 - $977
47 $894K
Acelyrin Inc
361
New
N/A
361 $892K
RCEL
Avita Medical, Inc.

Healthcare
109
New
$8.14 - $13.72 $887 - $1.5K
109 $888K
EXP
Eagle Materials Inc

Basic Materials
4
New
$207.49 - $262.13 $830 - $1.05K
4 $888K
POOL
Pool Corp

Industrials
3
+ 100.0%
$314.92 - $364.31 $945 - $1.09K
6 $1.91M
APOG
Apogee Enterprises, Inc.

Industrials
19
New
$46.23 - $71.9 $878 - $1.37K
19 $881K
SCL
Stepan CO

Basic Materials
16
New
$55.04 - $65.59 $881 - $1.05K
16 $881K
KEY
Keycorp

Financial Services
55
New
$15.15 - $18.3 $833 - $1.01K
55 $880K
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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