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
EOG
Eog Resources Inc

Energy
11
+ 25.0%
$112.12 - $126.1 $1.23K - $1.39K
55 $6.12M
HLLY
Holley Inc.

Consumer Cyclical
159
+ 44.54%
$1.99 - $4.07 $316 - $647
516 $1.62M
CMRE
Costamare Inc.

Industrials
74
+ 925.0%
$8.98 - $12.73 $665 - $942
82 $977K
Zymeworks Inc
51
+ 728.57%
N/A
58 $991K
CVNA
Carvana Co.

Consumer Cyclical
1
+ 7.69%
$326.09 - $392.66 $326 - $393
14 $5.28M
RPM
Rpm International Inc

Basic Materials
6
+ 25.0%
$110.07 - $128.23 $660 - $769
30 $3.54M
ACAD
Acadia Pharmaceuticals Inc

Healthcare
43
+ 45.74%
$20.88 - $26.57 $898 - $1.14K
137 $2.92M
HLI
Houlihan Lokey, Inc.

Financial Services
3
+ 27.27%
$181.55 - $209.19 $545 - $628
14 $2.88M
THRM
Gentherm Inc

Consumer Cyclical
22
+ 88.0%
$29.73 - $37.17 $654 - $818
47 $1.6M
ARVN
Arvinas, Inc.

Healthcare
104
+ 3466.67%
$6.24 - $8.53 $649 - $887
107 $912K
CE
Celanese Corp

Basic Materials
27
+ 142.11%
$39.94 - $62.39 $1.08K - $1.68K
46 $1.94M
ATGE
Adtalem Global Education Inc.

Consumer Defensive
2
+ 9.52%
$113.83 - $154.45 $228 - $309
23 $3.55M
COHU
Cohu Inc

Technology
8
+ 1.22%
$17.86 - $23.27 $143 - $186
662 $13.5M
SUZ
Suzano S.A.

Basic Materials
93
+ 169.09%
$8.93 - $10.11 $830 - $940
148 $1.39M
Waystar Hldg Corp
23
New
N/A
23 $873K
BCBP
Bcb Bancorp Inc

Financial Services
98
+ 155.56%
$8.1 - $9.25 $794 - $907
161 $1.4M
VTOL
Bristow Group Inc.

Energy
24
New
$33.13 - $38.61 $795 - $927
24 $866K
LDI
Loan Depot, Inc.

Financial Services
281
New
$1.28 - $4.56 $360 - $1.28K
281 $863K
FSLR
First Solar, Inc.

Technology
2
+ 25.0%
$160.84 - $223.53 $322 - $447
10 $2.12M
ITUB
Itau Unibanco Holding S.A.

Financial Services
117
New
$6.18 - $7.41 $723 - $867
117 $859K
VST
Vistra Corp.

Utilities
4
+ 11.11%
$182.0 - $217.92 $728 - $872
40 $7.84M
Alerus Finl Corp
38
+ 152.0%
N/A
63 $1.4M
IDA
Idacorp Inc

Utilities
6
+ 120.0%
$115.16 - $132.15 $691 - $793
11 $1.42M
BURL
Burlington Stores, Inc.

Consumer Cyclical
3
+ 37.5%
$237.02 - $301.35 $711 - $904
11 $2.7M
SM
Sm Energy CO

Energy
33
+ 70.21%
$24.97 - $28.98 $824 - $956
80 $2M
BLKB
Blackbaud Inc

Technology
13
+ 1300.0%
$61.35 - $71.61 $798 - $931
14 $901K
AVY
Avery Dennison Corp

Industrials
9
+ 19.15%
$158.71 - $184.63 $1.43K - $1.66K
56 $9.08M
MCHP
Microchip Technology Inc

Technology
16
+ 50.0%
$60.95 - $75.26 $975 - $1.2K
48 $3.09M
CNO
Cno Financial Group, Inc.

Financial Services
21
+ 1050.0%
$35.49 - $40.41 $745 - $849
23 $907K
UMBF
Umb Financial Corp

Financial Services
6
+ 66.67%
$106.84 - $125.59 $641 - $754
15 $1.78M
GRAB
Grab Holdings LTD

Technology
137
New
$4.77 - $6.45 $653 - $884
137 $825K
HIG
Hartford Financial Services Group, Inc.

Financial Services
5
+ 20.83%
$119.73 - $134.7 $599 - $674
29 $3.87M
SBSW
Sibanye Stillwater LTD

Basic Materials
14
+ 8.48%
$7.27 - $11.24 $102 - $157
179 $2.01M
Coherent Corp
4
+ 19.05%
N/A
25 $2.69M
CX
Cemex Sab De Cv

Basic Materials
69
+ 71.88%
$7.1 - $9.55 $490 - $659
165 $1.48M
TWST
Twist Bioscience Corp

Healthcare
29
New
$24.16 - $39.12 $701 - $1.13K
29 $817K
CENTA
Central Garden & Pet Company C

Consumer Defensive
29
+ 96.67%
$29.53 - $37.27 $856 - $1.08K
59 $1.74M
ZIP
Ziprecruiter, Inc.

Industrials
190
New
$3.48 - $5.36 $661 - $1.02K
190 $802K
CVE
Cenovus Energy Inc.

Energy
27
+ 27.0%
$13.87 - $17.81 $374 - $481
127 $2.16M
FMBH
First Mid Bancshares, Inc.

Financial Services
21
+ 300.0%
$37.18 - $40.64 $781 - $853
28 $1.06M
RICK
Rci Hospitality Holdings, Inc.

Consumer Cyclical
26
New
$25.8 - $41.03 $671 - $1.07K
26 $794K
GVA
Granite Construction Inc

Industrials
7
+ 700.0%
$92.28 - $111.29 $646 - $779
8 $880K
IEFA
Ishares Tr

ETFs
9
New
$81.7 - $87.53 $735 - $788
9 $786K
STAA
Staar Surgical CO

Healthcare
22
+ 115.79%
$16.61 - $28.57 $365 - $629
41 $1.1M
WMS
Advanced Drainage Systems, Inc.

Industrials
3
+ 20.0%
$110.89 - $148.5 $333 - $446
18 $2.5M
SO
Southern CO

Utilities
5
+ 4.9%
$90.83 - $96.0 $454 - $480
107 $10.1M
IMXI
International Money Express, Inc.

Technology
43
+ 97.73%
$8.71 - $14.9 $375 - $641
87 $1.22M
NBHC
National Bank Holdings Corp

Financial Services
17
+ 15.32%
$36.06 - $41.58 $613 - $707
128 $4.95M
IBCP
Independent Bank Corp

Financial Services
25
+ 625.0%
$30.09 - $34.6 $752 - $865
29 $899K
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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