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
Ibotta Inc
16
New
N/A
16 $676K
ACGL
Arch Capital Group Ltd.

Financial Services
7
New
$88.13 - $96.94 $617 - $679
7 $674K
HCC
Warrior Met Coal, Inc.

Basic Materials
14
New
$46.21 - $57.16 $647 - $800
14 $669K
CHDN
Churchill Downs Inc

Consumer Cyclical
6
New
$106.5 - $132.91 $639 - $797
6 $667K
LRMR
Larimar Therapeutics, Inc.

Healthcare
310
New
$2.15 - $4.18 $667 - $1.3K
310 $667K
STBA
S&T Bancorp Inc

Financial Services
18
New
$35.43 - $41.22 $638 - $742
18 $667K
FRST
Primis Financial Corp.

Financial Services
68
New
$9.66 - $11.59 $657 - $788
68 $665K
CZNC
Citizens & Northern Corp

Financial Services
33
New
$18.14 - $22.36 $599 - $738
33 $664K
GCMG
Gcm Grosvenor Inc.

Financial Services
50
New
$12.49 - $14.41 $625 - $721
50 $662K
AFG
American Financial Group Inc

Financial Services
5
New
$119.82 - $138.45 $599 - $692
5 $657K
AVNW
Aviat Networks, Inc.

Technology
34
New
$18.08 - $26.35 $615 - $896
34 $652K
SXI
Standex International Corp

Industrials
4
New
$160.36 - $196.08 $641 - $784
4 $646K
ROLL
Rbc Bearings Inc

Industrials
2
New
N/A
2 $644K
ADPT
Adaptive Biotechnologies Corp

Healthcare
49
+ 25.13%
$6.07 - $8.66 $297 - $424
244 $1.81M
ITOS
I Teos Therapeutics, Inc.

Healthcare
120
+ 266.67%
$5.97 - $8.15 $716 - $978
165 $986K
TXN
Texas Instruments Inc

Technology
7
+ 8.86%
N/A
86 $15.5M
CODI
Compass Diversified Holdings

Industrials
34
New
$18.67 - $22.9 $635 - $779
34 $635K
DAWN
Day One Biopharmaceuticals, Inc.

Healthcare
80
New
$7.93 - $13.21 $634 - $1.06K
80 $635K
BV
Bright View Holdings, Inc.

Industrials
49
New
$12.27 - $16.15 $601 - $791
49 $630K
CMRE
Costamare Inc.

Industrials
64
New
$9.79 - $13.5 $627 - $864
64 $630K
KSS
Kohls Corp

Consumer Cyclical
77
New
$8.06 - $14.12 $621 - $1.09K
77 $630K
PKX
Posco Holdings Inc.

Basic Materials
11
+ 44.0%
$39.82 - $55.32 $438 - $609
36 $1.71M
RGNX
Regenxbio Inc.

Healthcare
89
+ 556.25%
$5.92 - $8.7 $527 - $774
105 $751K
TTWO
Take Two Interactive Software Inc

Communication Services
3
New
$178.61 - $217.95 $536 - $654
3 $622K
IDCC
Inter Digital, Inc.

Communication Services
3
New
$171.68 - $225.72 $515 - $677
3 $621K
ADI
Analog Devices Inc

Technology
4
+ 23.53%
$201.56 - $243.82 $806 - $975
21 $4.29M
WSBF
Waterstone Financial, Inc.

Financial Services
46
+ 82.14%
$12.11 - $14.75 $557 - $679
102 $1.37M
BHRB
Burke Herbert Finl Svcs Corp C
11
New
N/A
11 $618K
SITM
Sitime Corp

Technology
4
New
$150.28 - $257.0 $601 - $1.03K
4 $612K
STEL
Stellar Bancorp Inc
22
New
N/A
22 $609K
CNOB
Connect One Bancorp, Inc.

Financial Services
25
New
$21.51 - $27.55 $538 - $689
25 $608K
MNRO
Monro, Inc.

Consumer Cyclical
42
New
$14.47 - $24.54 $608 - $1.03K
42 $608K
ROG
Rogers Corp

Technology
9
New
$67.53 - $102.68 $608 - $924
9 $608K
ALRM
Alarm.Com Holdings, Inc.

Technology
11
+ 1100.0%
$55.65 - $63.82 $612 - $702
12 $668K
ALEX
Alexander & Baldwin, Inc.

Real Estate
35
New
$17.04 - $18.35 $596 - $642
35 $604K
FCPT
Four Corners Property Trust, Inc.

Real Estate
21
New
$26.26 - $29.31 $551 - $616
21 $603K
Fidelis Insurance Holdings L
37
New
N/A
37 $600K
Smurfit Westrock PLC
15
+ 166.67%
N/A
24 $1.08M
ADUS
Addus Home Care Corp

Healthcare
6
New
$89.83 - $135.92 $539 - $816
6 $594K
TW
Tradeweb Markets Inc.

Financial Services
4
New
$123.42 - $148.46 $494 - $594
4 $594K
GTY
Getty Realty Corp

Real Estate
19
New
$29.11 - $31.4 $553 - $597
19 $593K
LAD
Lithia Motors Inc

Consumer Cyclical
2
New
$285.59 - $385.71 $571 - $771
2 $588K
RUSHA
Rush Enterprises Inc Tx

Consumer Cyclical
11
New
$52.01 - $61.99 $572 - $682
11 $588K
DY
Dycom Industries Inc

Industrials
4
+ 400.0%
$136.75 - $200.56 $547 - $802
5 $762K
GMED
Globus Medical Inc

Healthcare
8
New
$69.68 - $93.32 $557 - $747
8 $586K
Brookfield Infrastructure CO
16
New
N/A
16 $580K
MPW
Medical Properties Trust Inc

Real Estate
96
New
$3.83 - $6.21 $368 - $596
96 $579K
ROAD
Construction Partners, Inc.

Industrials
8
New
$67.61 - $93.18 $541 - $745
8 $575K
FDX
Fedex Corp

Industrials
5
+ 29.41%
$230.33 - $281.53 $1.15K - $1.41K
22 $5.4M
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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