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
NOG
Northern Oil & Gas, Inc.

Energy
80
+ 19.18%
$23.13 - $31.07 $1.85K - $2.49K
497 $12.3M
YOU
Clear Secure, Inc.

Technology
15
New
$27.98 - $38.03 $420 - $570
15 $501K
Oruka Therapeutics Inc
26
New
N/A
26 $500K
CMCO
Columbus Mckinnon Corp

Industrials
92
+ 10.43%
$13.58 - $16.86 $1.25K - $1.55K
974 $14M
SFST
Southern First Bancshares Inc

Financial Services
11
+ 550.0%
$38.64 - $45.54 $425 - $501
13 $574K
AFG
American Financial Group Inc

Financial Services
3
+ 50.0%
$122.42 - $145.72 $367 - $437
9 $1.25M
PLUS
Eplus Inc

Technology
7
+ 100.0%
$62.28 - $76.08 $436 - $533
14 $995K
GTX
Garrett Motion Inc.

Consumer Cyclical
25
+ 52.08%
$10.72 - $13.99 $268 - $350
73 $995K
TLK
Perusahaan Perseroan Persero Pt Telekomunikasi Indonesia Tbk

Communication Services
25
+ 357.14%
$16.23 - $20.39 $406 - $510
32 $603K
SFIX
Stitch Fix, Inc.

Consumer Cyclical
111
New
$3.87 - $5.83 $430 - $647
111 $483K
Cidara Therapeutics Inc
5
New
N/A
5 $479K
GRFS
Grifols Sa

Healthcare
48
New
$8.87 - $10.85 $426 - $521
48 $479K
Mac Copper Limited
39
+ 3900.0%
N/A
40 $489K
CSGS
Csg Systems International Inc

Technology
8
+ 18.18%
$60.77 - $67.01 $486 - $536
52 $3.35M
FDMT
4 D Molecular Therapeutics, Inc.

Healthcare
54
New
$3.95 - $8.44 $213 - $456
54 $470K
CDE
Coeur Mining, Inc.

Basic Materials
7
+ 20.59%
$8.68 - $18.76 $60.8 - $131
41 $770K
OTEX
Open Text Corp

Technology
7
+ 28.0%
$27.93 - $38.16 $196 - $267
32 $1.2M
VICR
Vicor Corp

Technology
2
+ 2.38%
$43.84 - $54.72 $87.7 - $109
86 $4.28M
GPK
Graphic Packaging Holding CO

Consumer Cyclical
24
+ 600.0%
$19.08 - $23.53 $458 - $565
28 $548K
MVBF
Mvb Financial Corp

Financial Services
18
+ 450.0%
$22.23 - $25.06 $400 - $451
22 $552K
JOE
St Joe CO

Real Estate
5
+ 4.17%
$48.26 - $52.64 $241 - $263
125 $6.19M
Community West Bancshares Ne
22
+ 2200.0%
N/A
23 $480K
SBS
Companhia De Saneamento Basico Do Estado De Sao Paulo Sabesp

Utilities
15
+ 51.72%
$19.14 - $25.0 $287 - $375
44 $1.1M
Adamas Trust Inc.
65
New
N/A
65 $454K
EIG
Employers Holdings, Inc.

Financial Services
11
+ 220.0%
$39.13 - $47.77 $430 - $525
16 $680K
CNXN
Pc Connection Inc

Technology
17
+ 10.56%
$58.97 - $67.71 $1K - $1.15K
178 $11M
OSBC
Old Second Bancorp Inc

Financial Services
27
+ 47.37%
$16.56 - $19.08 $447 - $515
84 $1.45M
MEG
Montrose Environmental Group, Inc.

Industrials
13
+ 92.86%
$20.57 - $31.06 $267 - $404
27 $742K
COMP
Compass, Inc.

Technology
54
New
$6.15 - $9.69 $332 - $523
54 $434K
GLUE
Monte Rosa Therapeutics, Inc.

Healthcare
42
+ 100.0%
$4.19 - $7.49 $176 - $315
84 $623K
GOOD
Gladstone Commercial Corp

Real Estate
38
+ 165.22%
$12.21 - $14.62 $464 - $556
61 $752K
JJSF
J&J Snack Foods Corp

Consumer Defensive
6
+ 66.67%
$95.27 - $119.44 $572 - $717
15 $1.44M
PCH
Potlatchdeltic Corp

Real Estate
10
+ 166.67%
$39.34 - $44.24 $393 - $442
16 $652K
AOSL
Alpha & Omega Semiconductor LTD

Technology
11
+ 22.45%
$24.69 - $30.69 $272 - $338
60 $1.68M
GWRS
Global Water Resources, Inc.

Utilities
40
+ 266.67%
$9.36 - $10.81 $374 - $432
55 $567K
Orrstown Finl Svcs Inc
10
+ 29.41%
N/A
44 $1.5M
Millrose Pptys Inc
9
+ 42.86%
N/A
30 $1.01M
IRMD
Iradimed Corp

Healthcare
5
+ 125.0%
$56.19 - $74.27 $281 - $371
9 $641K
AMPL
Amplitude, Inc.

Technology
49
+ 65.33%
$10.72 - $13.29 $525 - $651
124 $1.33M
HSII
Heidrick & Struggles International Inc

Industrials
8
New
$43.05 - $51.79 $344 - $414
8 $399K
ADEA
Adeia Inc.

Technology
4
+ 3.23%
$12.34 - $16.95 $49.4 - $67.8
128 $2.15M
FCCO
First Community Corp

Financial Services
14
New
$24.47 - $29.14 $343 - $408
14 $396K
OFIX
Orthofix Medical Inc.

Healthcare
27
New
$10.63 - $15.48 $287 - $418
27 $396K
RRBI
Red River Bancshares Inc

Financial Services
6
+ 600.0%
$58.77 - $67.87 $353 - $407
7 $454K
AMRX
Amneal Pharmaceuticals, Inc.

Healthcare
39
+ 1950.0%
$7.82 - $10.09 $305 - $394
41 $411K
GCMG
Gcm Grosvenor Inc.

Financial Services
31
+ 77.5%
$11.5 - $13.12 $357 - $407
71 $857K
NNI
Nelnet Inc

Financial Services
3
+ 75.0%
$119.62 - $130.27 $359 - $391
7 $878K
UTI
Universal Technical Institute Inc

Consumer Defensive
12
New
$25.5 - $33.42 $306 - $401
12 $391K
EXP
Eagle Materials Inc

Basic Materials
1
+ 20.0%
$209.12 - $242.26 $209 - $242
6 $1.4M
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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