True Wealth Design, LLC Purchases in Q2 2025

True Wealth Design, LLC

  • $284 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
GCI
Gannett Co., Inc.

Communication Services
80
+ 307.69%
$2.64 - $3.71 $211 - $297
106 $380K
ATO
Atmos Energy Corp

Utilities
2
+ 14.29%
$145.06 - $162.66 $290 - $325
16 $2.47M
GDYN
Grid Dynamics Holdings, Inc.

Technology
26
New
$11.48 - $15.63 $298 - $406
26 $301K
Silvaco Group Inc
63
New
N/A
63 $298K
PYXS
Pyxis Oncology, Inc.

Healthcare
269
+ 3842.86%
$0.88 - $1.35 $237 - $363
276 $304K
TCBX
Third Coast Bancshares, Inc.

Financial Services
9
New
$27.48 - $33.21 $247 - $299
9 $295K
PNW
Pinnacle West Capital Corp

Utilities
8
+ 10.96%
$88.3 - $95.43 $706 - $763
81 $7.25M
CLFD
Clearfield, Inc.

Technology
2
+ 13.33%
$25.24 - $43.41 $50.5 - $86.8
17 $738K
CCB
Coastal Financial Corp

Financial Services
3
New
$79.01 - $99.95 $237 - $300
3 $291K
DHIL
Diamond Hill Investment Group Inc

Financial Services
2
New
$125.49 - $145.8 $251 - $292
2 $291K
Gohealth Inc
52
New
N/A
52 $289K
TPIC
Tpi Composites, Inc

Industrials
333
New
$0.68 - $1.36 $226 - $453
333 $287K
LGIH
Lgi Homes, Inc.

Consumer Cyclical
7
+ 140.0%
$47.34 - $67.22 $331 - $471
12 $619K
TARS
Tarsus Pharmaceuticals, Inc.

Healthcare
7
New
$39.88 - $51.49 $279 - $360
7 $284K
SGRY
Surgery Partners, Inc.

Healthcare
13
+ 325.0%
$19.3 - $23.94 $251 - $311
17 $378K
Star Hldgs
39
+ 118.18%
N/A
72 $563K
OPFI
Opp Fi Inc.

Technology
18
+ 300.0%
$7.92 - $14.61 $143 - $263
24 $336K
Zura Bio LTD
287
+ 302.11%
N/A
382 $402K
HII
Huntington Ingalls Industries, Inc.

Industrials
1
+ 100.0%
$183.31 - $241.46 $183 - $241
2 $483K
Bunge Global Sa
1
+ 1.96%
N/A
52 $4.18M
JBLU
Jetblue Airways Corp

Industrials
66
+ 1320.0%
$3.43 - $5.42 $226 - $358
71 $301K
Life360 Inc
3
+ 100.0%
N/A
6 $392K
GNTY
Guaranty Bancshares Inc

Financial Services
6
+ 75.0%
$37.41 - $43.28 $224 - $260
14 $595K
HLVX
Hille Vax, Inc.

Healthcare
134
+ 1030.77%
$1.39 - $2.04 $186 - $273
147 $293K
KTB
Kontoor Brands, Inc.

Consumer Cyclical
4
+ 200.0%
$52.22 - $73.66 $209 - $295
6 $396K
MEG
Montrose Environmental Group, Inc.

Industrials
11
+ 366.67%
$10.74 - $23.62 $118 - $260
14 $307K
ENB
Enbridge Inc

Energy
4
+ 4.94%
$41.09 - $47.16 $164 - $189
85 $3.85M
HBNC
Horizon Bancorp Inc

Financial Services
17
New
$12.92 - $15.88 $220 - $270
17 $262K
STC
Stewart Information Services Corp

Financial Services
4
New
$59.82 - $72.65 $239 - $291
4 $261K
EFC
Ellington Financial Inc.

Real Estate
20
New
$11.53 - $13.28 $231 - $266
20 $260K
IMO
Imperial Oil LTD

Energy
2
+ 14.29%
$60.22 - $81.91 $120 - $164
16 $1.27M
NKTX
Nkarta, Inc.

Healthcare
156
+ 1950.0%
$1.51 - $2.22 $236 - $346
164 $273K
UNP
Union Pacific Corp

Industrials
3
+ 4.29%
$208.27 - $238.46 $625 - $715
73 $16.8M
AMSC
American Superconductor Corp

Industrials
7
New
$15.8 - $37.12 $111 - $260
7 $257K
PGRE
Paramount Group, Inc.

Real Estate
39
+ 390.0%
$3.94 - $6.6 $154 - $257
49 $299K
Alti Global Inc
59
+ 655.56%
N/A
68 $283K
NEOG
Neogen Corp

Healthcare
53
New
$4.39 - $8.59 $233 - $455
53 $254K
TREX
Trex CO Inc

Industrials
5
+ 100.0%
$50.52 - $61.77 $253 - $309
10 $544K
BLFY
Blue Foundry Bancorp

Financial Services
26
+ 520.0%
$8.56 - $10.2 $223 - $265
31 $297K
Fractyl Health Inc
152
+ 3800.0%
N/A
156 $253K
MYPS
Playstudios, Inc.

Communication Services
188
+ 940.0%
$1.17 - $1.66 $220 - $312
208 $273K
Fidelis Insurance Holdings L
14
+ 37.84%
N/A
51 $846K
Upstream Bio Inc
15
+ 93.75%
N/A
31 $341K
DIBS
1stdibs.Com, Inc.

Consumer Cyclical
89
+ 890.0%
$2.38 - $2.97 $212 - $264
99 $273K
FFBC
First Financial Bancorp

Financial Services
10
+ 1000.0%
$22.05 - $25.19 $221 - $252
11 $267K
WVE
Wave Life Sciences Ltd.

Healthcare
37
New
$5.48 - $8.1 $203 - $300
37 $241K
DTE
Dte Energy CO

Utilities
7
+ 5.88%
$127.39 - $139.49 $892 - $976
126 $16.7M
RVLV
Revolve Group, Inc.

Consumer Cyclical
12
+ 300.0%
$17.07 - $22.57 $205 - $271
16 $321K
KRT
Karat Packaging Inc.

Consumer Cyclical
8
+ 266.67%
$23.78 - $31.98 $190 - $256
11 $310K
Activity Summary
Buys All Purchases 1446 New Holdings 238 Increased Positions 1208 Sells All Sells 780 Reductions 778 Sold out 2 Options Calls 0 Puts 0
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