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
GETY
Vector Holding, LLC

Communication Services
508
New
$1.73 - $3.19 $879 - $1.62K
508 $879K
NOG
Northern Oil & Gas, Inc.

Energy
29
New
$26.89 - $42.07 $780 - $1.22K
29 $877K
IHRT
I Heart Media, Inc.

Communication Services
535
+ 2431.82%
$1.47 - $2.42 $786 - $1.29K
557 $920K
ALHC
Alignment Healthcare, Inc.

Healthcare
39
+ 195.0%
$11.32 - $18.62 $441 - $726
59 $1.1M
Birkenstock Holding PLC
19
New
N/A
19 $872K
ROK
Rockwell Automation, Inc

Industrials
4
+ 66.67%
$255.29 - $303.75 $1.02K - $1.22K
10 $2.58M
BAX
Baxter International Inc

Healthcare
23
+ 143.75%
$29.26 - $36.57 $673 - $841
39 $1.34M
GTLS
Chart Industries Inc

Industrials
6
New
$141.99 - $218.35 $852 - $1.31K
6 $867K
IPG
Interpublic Group Of Companies, Inc.

Communication Services
33
+ 97.06%
$25.93 - $29.28 $856 - $966
67 $1.82M
MSTR
Microstrategy Inc

Technology
3
+ 150.0%
$239.27 - $396.5 $718 - $1.19K
5 $1.3M
WNC
Wabash National Corp

Industrials
77
New
$10.59 - $17.28 $815 - $1.33K
77 $851K
EAF
Graftech International LTD

Industrials
968
New
$0.87 - $1.82 $842 - $1.76K
968 $847K
OSTK
Overstock.Com, Inc

Consumer Cyclical
145
+ 2900.0%
N/A
150 $870K
CWCO
Consolidated Water Co. Ltd.

Utilities
41
+ 35.34%
$23.77 - $29.18 $975 - $1.2K
157 $3.85M
GBCI
Glacier Bancorp, Inc.

Financial Services
19
New
$43.81 - $52.23 $832 - $992
19 $841K
CCS
Century Communities, Inc.

Consumer Cyclical
18
+ 30.51%
$66.87 - $78.83 $1.2K - $1.42K
77 $5.17M
MGEE
Mge Energy Inc

Utilities
9
New
$85.7 - $94.18 $771 - $848
9 $837K
FBK
Fb Financial Corp

Financial Services
18
New
$44.62 - $54.37 $803 - $979
18 $835K
NDAQ
Nasdaq, Inc.

Financial Services
11
New
$72.17 - $83.76 $794 - $921
11 $835K
LKFN
Lakeland Financial Corp

Financial Services
14
New
$59.44 - $69.54 $832 - $974
14 $833K
JELD
Jeld Wen Holding, Inc.

Industrials
139
New
$5.46 - $9.88 $759 - $1.37K
139 $830K
SMTC
Semtech Corp

Technology
24
New
$31.44 - $77.15 $755 - $1.85K
24 $826K
RPM
Rpm International Inc

Basic Materials
8
+ 57.14%
$114.03 - $128.31 $912 - $1.03K
22 $2.55M
CSGS
Csg Systems International Inc

Technology
8
+ 22.22%
$49.81 - $66.73 $398 - $534
44 $2.66M
PANL
Pangaea Logistics Solutions Ltd.

Industrials
206
+ 76.01%
$4.75 - $5.7 $979 - $1.17K
477 $2.27M
PI
Impinj Inc

Technology
9
New
$87.73 - $152.24 $790 - $1.37K
9 $817K
CHT
Chunghwa Telecom CO LTD

Communication Services
18
+ 27.27%
$36.78 - $39.46 $662 - $710
84 $3.29M
GME
Game Stop Corp.

Consumer Cyclical
36
New
$21.73 - $33.37 $782 - $1.2K
36 $804K
MTSI
Macom Technology Solutions Holdings, Inc.

Technology
8
New
$96.88 - $148.78 $775 - $1.19K
8 $804K
UPWK
Upwork, Inc

Industrials
81
+ 105.19%
$12.34 - $17.44 $1K - $1.41K
158 $2.06M
BLNK
Blink Charging Co.

Industrials
873
New
$0.9 - $1.68 $786 - $1.47K
873 $802K
PFSI
Penny Mac Financial Services, Inc.

Financial Services
8
New
$94.63 - $114.82 $757 - $919
8 $801K
SANA
Sana Biotechnology, Inc.

Healthcare
458
+ 73.16%
$1.65 - $4.3 $756 - $1.97K
1.08K $1.82M
SONO
Sonos Inc

Technology
75
New
$10.67 - $15.08 $800 - $1.13K
75 $801K
AGYS
Agilysys Inc

Technology
11
New
$71.45 - $134.56 $786 - $1.48K
11 $798K
SPSC
Sps Commerce Inc

Technology
6
New
$123.05 - $197.4 $738 - $1.18K
6 $797K
DJCO
Daily Journal Corp

Technology
2
New
$376.14 - $580.69 $752 - $1.16K
2 $796K
Nano Nuclear Energy Inc
30
New
N/A
30 $794K
FORM
Formfactor Inc

Technology
28
New
$28.29 - $47.24 $792 - $1.32K
28 $793K
NFG
National Fuel Gas CO

Energy
10
New
$60.71 - $79.19 $607 - $792
10 $792K
LMB
Limbach Holdings, Inc.

Industrials
11
+ 366.67%
$68.92 - $104.65 $758 - $1.15K
14 $1.04M
REVG
Rev Group, Inc.

Industrials
25
+ 119.05%
$27.3 - $35.58 $683 - $890
46 $1.45M
RIO
Rio Tinto PLC

Basic Materials
12
+ 24.0%
$58.19 - $64.29 $698 - $771
62 $3.73M
CWST
Casella Waste Systems Inc

Industrials
7
New
$104.2 - $115.86 $729 - $811
7 $781K
LPX
Louisiana Pacific Corp

Industrials
9
+ 225.0%
$89.37 - $118.15 $804 - $1.06K
13 $1.2M
JBSS
Sanfilippo John B & Son Inc

Consumer Defensive
11
New
$68.94 - $90.02 $758 - $990
11 $780K
ATR
Aptargroup, Inc.

Healthcare
6
+ 46.15%
$141.7 - $159.83 $850 - $959
19 $2.82M
NDSN
Nordson Corp

Industrials
4
+ 100.0%
$200.12 - $224.07 $800 - $896
8 $1.61M
Core Natural Resources Inc
10
New
N/A
10 $771K
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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