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
Masterbrand Inc
21
New
N/A
21 $230K
Lazard Inc
4
+ 50.0%
N/A
12 $576K
MGA
Magna International Inc

Consumer Cyclical
4
+ 25.0%
$30.82 - $38.61 $123 - $154
20 $773K
MP
Mp Materials Corp.

Basic Materials
5
+ 71.43%
$18.77 - $37.74 $93.9 - $189
12 $400K
SHC
Sotera Health CO

Healthcare
21
+ 262.5%
$9.8 - $13.5 $206 - $284
29 $323K
GRND
Grindr Inc Com
10
New
N/A
10 $227K
MAC
Macerich CO

Real Estate
14
New
$13.24 - $17.71 $185 - $248
14 $227K
RDW
Redwire Corp

Industrials
12
+ 300.0%
$7.51 - $20.57 $90.1 - $247
16 $261K
CMPO
Compo Secure, Inc.

Industrials
16
New
$9.65 - $14.46 $154 - $231
16 $226K
HRL
Hormel Foods Corp

Consumer Defensive
8
+ 34.78%
$29.11 - $31.44 $233 - $252
31 $938K
CLDX
Celldex Therapeutics, Inc.

Healthcare
11
New
$15.13 - $21.65 $166 - $238
11 $224K
AMPX
Amprius Technologies, Inc.

Industrials
48
+ 369.23%
$2.07 - $4.27 $99.4 - $205
61 $257K
BJRI
B Js Restaurants Inc

Consumer Cyclical
3
+ 37.5%
$29.82 - $45.99 $89.5 - $138
11 $491K
III
Information Services Group Inc.

Technology
5
+ 2.31%
$3.45 - $4.96 $17.3 - $24.8
221 $1.06M
PUMP
Pro Petro Holding Corp.

Energy
36
New
$4.83 - $7.59 $174 - $273
36 $215K
GSHD
Goosehead Insurance, Inc.

Financial Services
2
New
$93.19 - $121.83 $186 - $244
2 $212K
HLIO
Helios Technologies, Inc.

Industrials
6
+ 75.0%
$25.71 - $33.72 $154 - $202
14 $468K
TRDA
Entrada Therapeutics, Inc.

Healthcare
31
New
$6.72 - $9.23 $208 - $286
31 $209K
GDOT
Green Dot Corp

Financial Services
9
+ 18.75%
$6.7 - $10.94 $60.3 - $98.5
57 $615K
HOV
Hovnanian Enterprises Inc

Consumer Cyclical
2
+ 100.0%
$87.96 - $112.42 $176 - $225
4 $419K
TAK
Takeda Pharmaceutical CO LTD

Healthcare
6
+ 3.11%
$13.71 - $15.46 $82.3 - $92.8
199 $3.08M
TWI
Titan International Inc

Industrials
20
New
$6.27 - $10.43 $125 - $209
20 $206K
PLMR
Palomar Holdings, Inc.

Financial Services
1
+ 33.33%
$129.99 - $175.67 $130 - $176
4 $617K
IMXI
International Money Express, Inc.

Technology
25
+ 131.58%
$9.83 - $13.02 $246 - $326
44 $444K
Lyell Immunopharma Inc
23
New
N/A
23 $204K
ACRV
Acrivon Therapeutics, Inc.
173
+ 5766.67%
N/A
176 $210K
LW
Lamb Weston Holdings, Inc.

Consumer Defensive
4
+ 133.33%
$50.56 - $59.57 $202 - $238
7 $363K
INSM
Insmed Inc

Healthcare
2
New
$64.81 - $105.9 $130 - $212
2 $202K
CDAY
Ceridian Hcm Holding Inc.

Technology
4
+ 57.14%
N/A
11 $610K
Wheels Up Experience Inc
183
+ 305.0%
N/A
243 $261K
HAE
Haemonetics Corp

Healthcare
1
+ 9.09%
$56.04 - $74.77 $56 - $74.8
12 $896K
UPWK
Upwork, Inc

Industrials
10
+ 6.33%
$11.8 - $17.5 $118 - $175
168 $2.26M
QSR
Restaurant Brands International Inc.

Consumer Cyclical
3
+ 23.08%
$60.03 - $72.0 $180 - $216
16 $1.06M
KSS
Kohls Corp

Consumer Cyclical
20
+ 25.97%
$6.13 - $9.4 $123 - $188
97 $823K
SBS
Companhia De Saneamento Basico Do Estado De Sao Paulo Sabesp

Utilities
4
+ 16.0%
$16.82 - $21.97 $67.3 - $87.9
29 $638K
RLAY
Relay Therapeutics, Inc.

Healthcare
36
+ 45.57%
$2.0 - $3.49 $72 - $126
115 $398K
IMNM
Immunome Inc.

Healthcare
18
+ 225.0%
$5.56 - $9.79 $100 - $176
26 $242K
PRME
Prime Medicine, Inc.
65
+ 130.0%
$1.15 - $2.65 $74.8 - $172
115 $285K
FBRT
Franklin Bsp Realty Trust, Inc.

Real Estate
22
+ 88.0%
$10.68 - $12.73 $235 - $280
47 $503K
RVMD
Revolution Medicines, Inc.

Healthcare
5
New
$31.13 - $41.98 $156 - $210
5 $184K
CLBK
Columbia Financial, Inc.

Financial Services
13
+ 108.33%
$13.07 - $15.57 $170 - $202
25 $363K
UVE
Universal Insurance Holdings, Inc.

Financial Services
5
+ 45.45%
$21.25 - $28.47 $106 - $142
16 $444K
FCFS
First Cash Holdings, Inc.

Financial Services
1
+ 33.33%
$118.0 - $137.63 $118 - $138
4 $541K
TDUP
Thred Up Inc.

Consumer Cyclical
13
+ 81.25%
$2.46 - $8.46 $32 - $110
29 $218K
AORT
Artivion, Inc.

Healthcare
3
+ 23.08%
$22.19 - $31.19 $66.6 - $93.6
16 $498K
OLLI
Ollie'S Bargain Outlet Holdings, Inc.

Consumer Defensive
1
+ 33.33%
$103.49 - $133.44 $103 - $133
4 $528K
RELX
Relx PLC

Communication Services
2
+ 11.76%
$45.31 - $55.66 $90.6 - $111
19 $1.03M
PAYS
Paysign, Inc.

Technology
8
+ 34.78%
$1.94 - $7.2 $15.5 - $57.6
31 $224K
AAT
American Assets Trust, Inc.

Real Estate
9
+ 90.0%
$17.29 - $20.65 $156 - $186
19 $376K
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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