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
SFNC
Simmons First National Corp

Financial Services
29
+ 6.76%
$18.71 - $21.16 $543 - $614
458 $8.78M
BNL
Broadstone Net Lease, Inc.

Real Estate
36
New
$15.75 - $18.78 $567 - $676
36 $644K
ARKO
Arko Corp.

Consumer Cyclical
119
+ 42.35%
$3.91 - $5.19 $465 - $618
400 $1.83M
ALDX
Aldeyra Therapeutics, Inc.

Healthcare
83
+ 56.46%
$4.0 - $5.89 $332 - $489
230 $1.2M
NU
Nu Holdings Ltd.

Financial Services
10
+ 4.81%
$11.92 - $16.3 $119 - $163
218 $3.49M
ICL
Icl Group Ltd.

Basic Materials
101
New
$5.93 - $7.31 $599 - $738
101 $633K
MPAA
Motorcar Parts America Inc

Consumer Cyclical
38
New
$10.15 - $17.41 $386 - $662
38 $629K
KMPH
Kempharm, Inc

Healthcare
66
New
N/A
66 $628K
JRVR
James River Group Holdings, Ltd.

Financial Services
121
+ 82.31%
$5.08 - $6.0 $615 - $726
268 $1.49M
VNDA
Vanda Pharmaceuticals Inc.

Healthcare
102
+ 23.83%
$4.19 - $5.1 $427 - $520
530 $2.65M
CVGW
Calavo Growers Inc

Consumer Defensive
25
+ 71.43%
$25.74 - $27.84 $644 - $696
60 $1.55M
ROG
Rogers Corp

Technology
6
+ 54.55%
$64.78 - $83.94 $389 - $504
17 $1.37M
TIMB
Tim S.A.

Communication Services
27
+ 675.0%
$17.77 - $22.32 $480 - $603
31 $692K
APOG
Apogee Enterprises, Inc.

Industrials
14
New
$40.4 - $45.4 $566 - $636
14 $610K
HUBB
Hubbell Inc

Industrials
1
+ 12.5%
$410.51 - $450.93 $411 - $451
9 $3.87M
BRSP
Bright Spire Capital, Inc.

Real Estate
107
+ 324.24%
$4.91 - $5.94 $525 - $636
140 $761K
WDFC
Wd 40 CO

Basic Materials
3
New
$195.27 - $233.16 $586 - $699
3 $593K
SXC
Sun Coke Energy, Inc.

Basic Materials
73
+ 521.43%
$7.23 - $8.83 $528 - $645
87 $710K
BOX
Box Inc

Technology
19
+ 146.15%
$31.03 - $33.73 $590 - $641
32 $1.03M
DIOD
Diodes Inc

Technology
11
+ 1100.0%
$47.17 - $57.76 $519 - $635
12 $639K
HTBI
Home Trust Bancshares, Inc.

Financial Services
14
+ 466.67%
N/A
17 $696K
MNDY
Monday.Com Ltd.

Technology
3
New
$171.46 - $309.62 $514 - $929
3 $582K
Lenz Therapeutics Inc
11
+ 275.0%
N/A
15 $699K
BORR
Borr Drilling LTD

Energy
186
+ 218.82%
$1.86 - $3.17 $346 - $590
271 $729K
PRIM
Primoris Services Corp

Industrials
2
+ 40.0%
$79.61 - $137.33 $159 - $275
7 $962K
BRCC
Brc Inc.

Consumer Defensive
363
+ 1815.0%
$1.29 - $2.03 $468 - $737
383 $598K
WTTR
Select Energy Services, Inc.

Energy
53
New
$7.91 - $11.05 $419 - $586
53 $567K
CROX
Crocs, Inc.

Consumer Cyclical
11
+ 55.0%
$74.39 - $108.79 $818 - $1.2K
31 $2.59M
LNN
Lindsay Corp

Industrials
4
New
$133.42 - $148.29 $534 - $593
4 $563K
OLMA
Olema Pharmaceuticals, Inc.

Healthcare
52
+ 577.78%
$4.38 - $9.65 $228 - $502
61 $598K
GOSS
Gossamer Bio, Inc.

Healthcare
207
New
$1.21 - $3.46 $250 - $716
207 $545K
CCBG
Capital City Bank Group Inc

Financial Services
13
New
$38.5 - $44.03 $501 - $572
13 $544K
SENEA
Seneca Foods Corp

Consumer Defensive
5
New
$100.24 - $113.36 $501 - $567
5 $540K
ZIMV
Zim Vie Inc.

Healthcare
27
+ 900.0%
$8.44 - $18.97 $228 - $512
30 $569K
AHH
Armada Hoffler Properties, Inc.

Real Estate
35
+ 1.69%
$6.69 - $7.56 $234 - $265
2.1K $14.8M
ACNB
Acnb Corp

Financial Services
12
+ 300.0%
$41.33 - $46.59 $496 - $559
16 $705K
LPL
Lg Display Co., Ltd.

Technology
41
+ 23.16%
$3.31 - $5.23 $136 - $214
218 $1.14M
PKOH
Park Ohio Holdings Corp

Industrials
25
New
$15.56 - $22.91 $389 - $573
25 $531K
CNK
Cinemark Holdings, Inc.

Communication Services
19
+ 950.0%
$24.81 - $30.71 $471 - $583
21 $589K
USNA
Usana Health Sciences Inc

Consumer Defensive
19
New
$27.55 - $35.43 $523 - $673
19 $524K
KAR
Kar Auction Services, Inc.

Consumer Cyclical
18
+ 1800.0%
$24.17 - $29.62 $435 - $533
19 $547K
IRTC
I Rhythm Technologies, Inc.

Healthcare
3
New
$132.29 - $187.07 $397 - $561
3 $516K
SRDX
Surmodics Inc

Healthcare
17
+ 80.95%
$29.0 - $38.0 $493 - $646
38 $1.14M
ESLT
Elbit Systems LTD

Industrials
1
New
$429.99 - $509.8 $430 - $510
1 $510K
IEX
Idex Corp

Industrials
4
+ 36.36%
$157.53 - $185.69 $630 - $743
15 $2.44M
COIN
Coinbase Global, Inc.

Technology
2
+ 15.38%
$297.99 - $419.78 $596 - $840
15 $5.06M
PAC
Pacific Airport Group

Industrials
2
+ 50.0%
$218.82 - $256.99 $438 - $514
6 $1.42M
Annaly Capital Management In
22
+ 51.16%
N/A
65 $1.31M
ATRC
Atri Cure, Inc.

Healthcare
11
+ 23.4%
$29.24 - $37.87 $322 - $417
58 $2.05M
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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