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
OOMA
Ooma Inc

Communication Services
65
+ 464.29%
$10.98 - $13.26 $714 - $862
79 $948K
WLY
John Wiley & Sons, Inc.

Communication Services
19
+ 1900.0%
$37.89 - $43.52 $720 - $827
20 $810K
Priority Technology Hldgs In
150
+ 51.19%
N/A
443 $3.04M
TAL
Tal Education Group

Consumer Defensive
68
New
$9.82 - $11.68 $668 - $794
68 $762K
CCI
Crown Castle International Corp

Real Estate
11
+ 22.92%
$92.96 - $113.91 $1.02K - $1.25K
59 $5.7M
RMAX
Re/Max Holdings, Inc.

Real Estate
79
+ 718.18%
$7.51 - $10.23 $593 - $808
90 $849K
GTY
Getty Realty Corp

Real Estate
28
+ 700.0%
$26.45 - $28.87 $741 - $808
32 $859K
CALM
Cal Maine Foods Inc

Consumer Defensive
8
+ 800.0%
$94.1 - $119.16 $753 - $953
9 $847K
H
Hyatt Hotels Corp

Consumer Cyclical
5
+ 33.33%
$135.01 - $152.25 $675 - $761
20 $2.84M
TPB
Turning Point Brands, Inc.

Consumer Defensive
4
+ 26.67%
$71.37 - $102.95 $285 - $412
19 $1.88M
CLDT
Chatham Lodging Trust

Real Estate
120
+ 45.11%
$6.65 - $7.77 $798 - $932
386 $2.59M
RELY
Remitly Global, Inc.

Technology
45
New
$15.79 - $20.25 $711 - $911
45 $734K
Jbs N.V.
49
New
N/A
49 $732K
CNDT
Conduent Inc

Technology
256
+ 336.84%
$2.43 - $2.96 $622 - $758
332 $930K
NUS
Nu Skin Enterprises, Inc.

Consumer Defensive
25
+ 24.75%
$8.2 - $12.84 $205 - $321
126 $1.54M
UTMD
Utah Medical Products Inc

Healthcare
8
+ 22.22%
$54.95 - $63.44 $440 - $508
44 $2.77M
SSTK
Shutterstock, Inc.

Communication Services
11
+ 4.26%
$18.17 - $22.02 $200 - $242
269 $5.61M
OKE
Oneok Inc

Energy
15
+ 34.09%
$71.36 - $83.47 $1.07K - $1.25K
59 $4.3M
OFC
Corporate Office Properties Trust

Real Estate
23
+ 127.78%
N/A
41 $1.21M
IDCC
Inter Digital, Inc.

Communication Services
1
+ 33.33%
$221.35 - $349.23 $221 - $349
4 $1.38M
SPSC
Sps Commerce Inc

Technology
8
+ 200.0%
$103.88 - $142.5 $831 - $1.14K
12 $1.25M
LXFR
Luxfer Holdings PLC

Industrials
50
+ 1000.0%
$11.38 - $14.77 $569 - $739
55 $765K
FCPT
Four Corners Property Trust, Inc.

Real Estate
31
+ 147.62%
$24.37 - $27.18 $755 - $843
52 $1.27M
NXRT
Nex Point Residential Trust, Inc.

Real Estate
22
+ 366.67%
$30.55 - $34.72 $672 - $764
28 $903K
KEP
Korea Electric Power Corp

Utilities
63
+ 61.17%
$12.94 - $14.82 $815 - $934
166 $2.17M
MOV
Movado Group Inc

Consumer Cyclical
1
+ 0.55%
$15.1 - $20.01 $15.1 - $20
184 $3.49M
DBI
Designer Brands Inc.

Consumer Cyclical
197
New
$2.56 - $4.73 $504 - $932
197 $698K
HMN
Horace Mann Educators Corp

Financial Services
13
+ 26.53%
$40.17 - $47.59 $522 - $619
62 $2.8M
WRE
Washington Real Estate Investment Trust
41
New
N/A
41 $692K
OLPX
Olaplex Holdings, Inc.

Consumer Cyclical
532
+ 700.0%
$1.29 - $1.68 $686 - $894
608 $797K
RCKT
Rocket Pharmaceuticals, Inc.

Healthcare
210
New
$2.59 - $3.75 $544 - $788
210 $685K
ENTG
Entegris Inc

Technology
6
+ 54.55%
$72.03 - $95.97 $432 - $576
17 $1.57M
MKC
Mccormick & CO Inc

Consumer Defensive
15
+ 41.67%
$64.3 - $77.17 $965 - $1.16K
51 $3.41M
TALO
Talos Energy Inc.

Energy
71
New
$7.79 - $10.24 $553 - $727
71 $681K
WSBF
Waterstone Financial, Inc.

Financial Services
41
+ 186.36%
$13.19 - $16.26 $541 - $667
63 $983K
ETR
Entergy Corp

Utilities
1
+ 1.72%
$80.93 - $93.55 $80.9 - $93.6
59 $5.5M
JOUT
Johnson Outdoors Inc

Consumer Cyclical
1
+ 1.59%
$30.6 - $42.37 $30.6 - $42.4
64 $2.59M
ENVA
Enova International, Inc.

Financial Services
1
+ 0.64%
$100.56 - $127.32 $101 - $127
158 $18.2M
REX
Rex American Resources Corp

Basic Materials
54
+ 100.0%
$30.08 - $64.11 $1.62K - $3.46K
108 $3.31M
JBSS
Sanfilippo John B & Son Inc

Consumer Defensive
10
+ 41.67%
$62.21 - $69.26 $622 - $693
34 $2.19M
VGIT
Vanguard Intermediate Term Tre

ETFs
9
+ 1.56%
$58.97 - $60.36 $531 - $543
585 $35.1M
BFA
Brown Forman Corp Cl A
25
+ 166.67%
N/A
40 $1.08M
Site Ctrs Corp
89
+ 148.33%
N/A
149 $1.34M
KKR
Kkr & Co. Inc.

Financial Services
7
+ 8.64%
$129.95 - $152.16 $910 - $1.07K
88 $11.5M
WDS
Woodside Energy Group LTD

Energy
49
+ 23.79%
$15.05 - $17.66 $737 - $865
255 $3.84M
RNA
Avidity Biosciences, Inc.

Healthcare
15
New
$28.46 - $50.36 $427 - $755
15 $654K
TME
Tencent Music Entertainment Group

Communication Services
28
New
$19.17 - $26.36 $537 - $738
28 $654K
GCI
Gannett Co., Inc.

Communication Services
144
+ 135.85%
$3.54 - $4.38 $510 - $631
250 $1.03M
BWB
Bridgewater Bancshares Inc

Financial Services
37
New
$15.16 - $17.66 $561 - $653
37 $652K
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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