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
TU
Telus Corp

Communication Services
103
New
$15.6 - $16.63 $1.61K - $1.71K
103 $1.63M
EFC
Ellington Financial Inc.

Real Estate
125
+ 625.0%
$12.66 - $14.02 $1.58K - $1.75K
145 $1.88M
Genedx Holdings Corp
4
+ 5.19%
N/A
81 $8.73M
AMTB
Amerant Bancorp Inc.

Financial Services
77
+ 61.6%
$18.56 - $21.65 $1.43K - $1.67K
202 $3.89M
HOG
Harley Davidson, Inc.

Consumer Cyclical
49
+ 90.74%
$22.95 - $31.03 $1.12K - $1.52K
103 $2.87M
KOF
Coca Cola Femsa Sab De Cv

Consumer Defensive
20
+ 400.0%
$81.24 - $97.99 $1.62K - $1.96K
25 $2.08M
AXP
American Express CO

Financial Services
3
+ 6.67%
$294.27 - $342.31 $883 - $1.03K
48 $16M
CBL
Cbl & Associates Properties Inc

Real Estate
52
New
$25.55 - $32.5 $1.33K - $1.69K
52 $1.59M
TRST
Trustco Bank Corp N Y

Financial Services
43
+ 477.78%
$32.89 - $40.72 $1.41K - $1.75K
52 $1.89M
SCS
Steelcase Inc

Industrials
81
+ 289.29%
$10.12 - $17.22 $820 - $1.39K
109 $1.88M
NTGR
Netgear, Inc.

Technology
46
+ 176.92%
$22.5 - $32.39 $1.04K - $1.49K
72 $2.33M
KGC
Kinross Gold Corp

Basic Materials
7
+ 4.61%
$15.19 - $24.85 $106 - $174
159 $3.95M
BFB
Brown Forman Corp Cl B
57
+ 64.04%
N/A
146 $3.95M
BUSE
First Busey Corp

Financial Services
60
+ 10.22%
$22.08 - $25.14 $1.32K - $1.51K
647 $15M
AVAH
Aveanna Healthcare Holdings, Inc.

Healthcare
172
New
$3.74 - $8.87 $643 - $1.53K
172 $1.53M
ARQT
Arcutis Biotherapeutics, Inc.

Healthcare
80
New
$13.39 - $18.85 $1.07K - $1.51K
80 $1.51M
AEE
Ameren Corp

Utilities
11
+ 25.58%
$95.0 - $104.38 $1.05K - $1.15K
54 $5.64M
DRH
Diamond Rock Hospitality CO

Real Estate
176
+ 51.01%
$7.57 - $8.6 $1.33K - $1.51K
521 $4.15M
TTD
Trade Desk, Inc.

Technology
42
+ 175.0%
$43.93 - $89.76 $1.85K - $3.77K
66 $3.24M
MED
Medifast Inc

Consumer Cyclical
111
+ 226.53%
$12.74 - $15.22 $1.41K - $1.69K
160 $2.19M
VIPS
Vipshop Holdings LTD

Consumer Cyclical
76
New
$14.96 - $19.64 $1.14K - $1.49K
76 $1.49M
Lexeo Therapeutics Inc
223
+ 7433.33%
N/A
226 $1.5M
GNW
Genworth Financial Inc

Financial Services
161
+ 357.78%
$7.26 - $9.11 $1.17K - $1.47K
206 $1.84M
Ncr Atleos Corporation
35
+ 350.0%
N/A
45 $1.77M
TVTX
Travere Therapeutics, Inc.

Healthcare
62
New
$14.61 - $27.31 $906 - $1.69K
62 $1.48M
QFIN
360 Digi Tech, Inc.

Financial Services
51
New
$28.11 - $44.4 $1.43K - $2.26K
51 $1.47M
ATO
Atmos Energy Corp

Utilities
7
+ 43.75%
$151.51 - $170.75 $1.06K - $1.2K
23 $3.93M
Amrize LTD
30
New
N/A
30 $1.46M
BAND
Bandwidth Inc.

Technology
80
+ 50.31%
$13.1 - $18.29 $1.05K - $1.46K
239 $3.99M
QSR
Restaurant Brands International Inc.

Consumer Cyclical
23
+ 143.75%
$61.86 - $71.34 $1.42K - $1.64K
39 $2.5M
BRY
Berry Corp (Bry)

Energy
368
+ 766.67%
$2.8 - $4.11 $1.03K - $1.51K
416 $1.57M
AON
Aon PLC

Financial Services
4
+ 44.44%
$350.91 - $375.27 $1.4K - $1.5K
13 $4.62M
GILD
Gilead Sciences, Inc.

Healthcare
12
+ 1.68%
$108.22 - $120.47 $1.3K - $1.45K
727 $80.7M
HBNC
Horizon Bancorp Inc

Financial Services
88
+ 517.65%
$15.01 - $16.88 $1.32K - $1.49K
105 $1.68M
RS
Reliance Steel & Aluminum CO

Basic Materials
6
+ 75.0%
$277.33 - $343.66 $1.66K - $2.06K
14 $3.93M
SRCE
1 St Source Corp

Financial Services
23
New
$58.3 - $65.7 $1.34K - $1.51K
23 $1.42M
WASH
Washington Trust Bancorp Inc

Financial Services
45
+ 26.01%
$26.43 - $30.54 $1.19K - $1.37K
218 $6.3M
RMR
Rmr Group Inc.

Real Estate
93
+ 100.0%
$15.46 - $17.72 $1.44K - $1.65K
186 $2.93M
BTU
Peabody Energy Corp

Energy
21
+ 32.81%
$13.18 - $26.81 $277 - $563
85 $2.26M
PRDO
Perdoceo Education Corp

Consumer Defensive
37
New
$28.08 - $37.66 $1.04K - $1.39K
37 $1.39M
FOX
Fox Corp Cl B (De)

Communication Services
12
+ 9.68%
$49.06 - $57.29 $589 - $687
136 $7.79M
PRG
Prog Holdings, Inc.

Industrials
41
+ 227.78%
$28.2 - $36.35 $1.16K - $1.49K
59 $1.91M
EDU
New Oriental Education & Technology Group Inc.

Consumer Defensive
26
New
$44.11 - $55.29 $1.15K - $1.44K
26 $1.38M
HTHT
Huazhu Group LTD

Consumer Cyclical
35
New
$30.48 - $39.97 $1.07K - $1.4K
35 $1.37M
UFCS
United Fire Group Inc

Financial Services
39
+ 37.86%
$26.11 - $32.5 $1.02K - $1.27K
142 $4.32M
AMKR
Amkor Technology, Inc.

Technology
10
+ 6.94%
$21.14 - $29.58 $211 - $296
154 $4.37M
HAFC
Hanmi Financial Corp

Financial Services
54
+ 11.3%
$22.37 - $26.52 $1.21K - $1.43K
532 $13.1M
FSLY
Fastly, Inc.

Technology
151
+ 503.33%
$6.36 - $8.95 $960 - $1.35K
181 $1.55M
AWR
American States Water CO

Utilities
22
+ 25.88%
$71.48 - $77.99 $1.57K - $1.72K
107 $7.85M
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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