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
OPK
Opko Health, Inc.

Healthcare
853
+ 6561.54%
$1.19 - $1.55 $1.02K - $1.32K
866 $1.34M
DOLE
Dole PLC

Consumer Defensive
98
New
$13.15 - $14.95 $1.29K - $1.47K
98 $1.32M
BLBD
Blue Bird Corp

Consumer Cyclical
21
+ 300.0%
$42.75 - $60.86 $898 - $1.28K
28 $1.61M
PEG
Public Service Enterprise Group Inc

Utilities
16
+ 38.1%
$79.99 - $90.14 $1.28K - $1.44K
58 $4.84M
Better Home & Finance Holdin
23
New
N/A
23 $1.29M
TTMI
Ttm Technologies Inc

Technology
2
+ 2.86%
$40.06 - $57.75 $80.1 - $116
72 $4.15M
GSBC
Great Southern Bancorp, Inc.

Financial Services
21
New
$55.99 - $64.51 $1.18K - $1.35K
21 $1.29M
INVA
Innoviva, Inc.

Healthcare
70
New
$18.17 - $20.92 $1.27K - $1.46K
70 $1.28M
FCF
First Commonwealth Financial Corp

Financial Services
56
+ 14.51%
$16.07 - $18.02 $900 - $1.01K
442 $7.54M
TMP
Tompkins Financial Corp

Financial Services
19
+ 633.33%
$62.34 - $71.09 $1.18K - $1.35K
22 $1.46M
INSW
International Seaways, Inc.

Energy
14
+ 21.88%
$37.03 - $49.12 $518 - $688
78 $3.6M
EQBK
Equity Bancshares Inc

Financial Services
31
+ 60.78%
N/A
82 $3.34M
SITM
Sitime Corp

Technology
3
+ 75.0%
$190.16 - $318.05 $570 - $954
7 $2.11M
VRRM
Verra Mobility Corp

Industrials
51
+ 1275.0%
$23.49 - $25.65 $1.2K - $1.31K
55 $1.36M
HBCP
Home Bancorp, Inc.

Financial Services
23
+ 1150.0%
$50.06 - $56.97 $1.15K - $1.31K
25 $1.36M
OSIS
Osi Systems Inc

Technology
5
New
$208.12 - $249.24 $1.04K - $1.25K
5 $1.25M
NCLH
Norwegian Cruise Line Holdings Ltd.

Consumer Cyclical
29
+ 23.97%
$20.98 - $26.94 $608 - $781
150 $3.7M
VRSK
Verisk Analytics, Inc.

Industrials
10
+ 47.62%
$242.3 - $312.95 $2.42K - $3.13K
31 $7.85M
THFF
First Financial Corp

Financial Services
22
New
$52.44 - $59.93 $1.15K - $1.32K
22 $1.24M
CRCT
Cricut, Inc.

Technology
196
+ 3266.67%
$4.64 - $7.21 $909 - $1.41K
202 $1.27M
TFII
Tfi International Inc.

Industrials
14
+ 700.0%
$84.43 - $96.79 $1.18K - $1.36K
16 $1.41M
GIII
G Iii Apparel Group LTD

Consumer Cyclical
46
+ 4600.0%
$23.08 - $27.63 $1.06K - $1.27K
47 $1.25M
NFBK
Northfield Bancorp, Inc.

Financial Services
103
New
$10.4 - $12.22 $1.07K - $1.26K
103 $1.22M
FTDR
Frontdoor, Inc.

Consumer Cyclical
18
New
$54.88 - $68.04 $988 - $1.22K
18 $1.21M
WH
Wyndham Hotels & Resorts, Inc.

Consumer Cyclical
15
+ 1500.0%
$79.9 - $92.0 $1.2K - $1.38K
16 $1.28M
ADPT
Adaptive Biotechnologies Corp

Healthcare
26
+ 10.79%
$10.24 - $14.96 $266 - $389
267 $4M
CAC
Camden National Corp

Financial Services
31
+ 620.0%
$36.6 - $43.51 $1.13K - $1.35K
36 $1.39M
OFLX
Omega Flex, Inc.

Industrials
39
+ 162.5%
$31.19 - $36.37 $1.22K - $1.42K
63 $1.97M
BIDU
Baidu, Inc.

Communication Services
9
New
$85.86 - $137.83 $773 - $1.24K
9 $1.19M
KWR
Quaker Chemical Corp

Basic Materials
1
+ 1.89%
$114.42 - $145.36 $114 - $145
54 $7.12M
NEWT
Newtek Business Services Corp.

Financial Services
102
+ 147.83%
$11.16 - $12.53 $1.14K - $1.28K
171 $1.96M
Marex Group PLC
35
New
N/A
35 $1.18M
ADM
Archer Daniels Midland CO

Consumer Defensive
17
+ 77.27%
$53.54 - $64.21 $910 - $1.09K
39 $2.32M
HLIT
Harmonic Inc

Technology
109
+ 157.97%
$8.35 - $10.49 $910 - $1.14K
178 $1.81M
NICE
Nice Ltd.

Technology
8
New
$127.85 - $171.98 $1.02K - $1.38K
8 $1.16M
LNC
Lincoln National Corp

Financial Services
19
+ 28.79%
$33.37 - $43.29 $634 - $823
85 $3.44M
GFL
Gfl Environmental Inc.

Industrials
25
+ 250.0%
$45.97 - $51.03 $1.15K - $1.28K
35 $1.66M
BILI
Bilibili Inc.

Communication Services
41
New
$20.83 - $28.09 $854 - $1.15K
41 $1.15M
EL
Estee Lauder Companies Inc

Consumer Defensive
5
+ 5.15%
$83.65 - $95.26 $418 - $476
102 $8.99M
GNTX
Gentex Corp

Consumer Cyclical
35
+ 145.83%
$22.66 - $29.06 $793 - $1.02K
59 $1.67M
AMH
American Homes 4 Rent

Real Estate
51
+ 25.63%
$32.47 - $36.74 $1.66K - $1.87K
250 $8.31M
SHBI
Shore Bancshares Inc

Financial Services
69
New
$15.18 - $17.45 $1.05K - $1.2K
69 $1.13M
FCN
Fti Consulting, Inc

Industrials
7
+ 350.0%
$157.99 - $174.18 $1.11K - $1.22K
9 $1.46M
Rocket Lab Corp
21
+ 210.0%
N/A
31 $1.49M
UHT
Universal Health Realty Income Trust

Real Estate
29
+ 170.59%
$38.01 - $42.04 $1.1K - $1.22K
46 $1.8M
XHR
Xenia Hotels & Resorts, Inc.

Real Estate
75
+ 93.75%
$12.48 - $14.83 $936 - $1.11K
155 $2.13M
POOL
Pool Corp

Industrials
3
+ 30.0%
$292.13 - $333.62 $876 - $1K
13 $4.03M
IBEX
Ibex LTD

Technology
27
New
$27.75 - $42.0 $749 - $1.13K
27 $1.1M
CCJ
Cameco Corp

Energy
12
+ 133.33%
$70.47 - $86.89 $846 - $1.04K
21 $1.76M
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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