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
GLUE
Monte Rosa Therapeutics, Inc.

Healthcare
19
+ 82.61%
$3.7 - $5.33 $70.3 - $101
42 $190K
FULC
Fulcrum Therapeutics, Inc.

Healthcare
6
+ 60.0%
$2.51 - $7.38 $15.1 - $44.3
16 $111K
SAFT
Safety Insurance Group Inc

Financial Services
1
+ 16.67%
$73.02 - $83.49 $73 - $83.5
7 $556K
Gsk PLC
3
+ 2.88%
N/A
107 $4.11M
HY
Hyster Yale Materials Handling, Inc.

Industrials
2
New
$36.24 - $43.32 $72.5 - $86.6
2 $80K
MLTX
Moon Lake Immunotherapeutics

Healthcare
1
+ 25.0%
$32.84 - $51.05 $32.8 - $51.1
5 $236K
REYN
Reynolds Consumer Products Inc.

Consumer Cyclical
11
+ 17.19%
$21.06 - $24.14 $232 - $266
75 $1.61M
UVSP
Univest Financial Corp

Financial Services
2
+ 18.18%
$25.3 - $31.35 $50.6 - $62.7
13 $391K
VRRM
Verra Mobility Corp

Industrials
3
+ 300.0%
$20.85 - $25.4 $62.6 - $76.2
4 $102K
ZG
Zillow Group, Inc.

Communication Services
1
+ 14.29%
$59.44 - $70.64 $59.4 - $70.6
8 $548K
MVIS
Microvision, Inc.

Technology
70
+ 259.26%
N/A
97 $111K
RUM
Rumble Inc.

Technology
8
+ 266.67%
$6.94 - $10.56 $55.5 - $84.5
11 $99K
Brookfield Renewable Corp
2
+ 100.0%
N/A
4 $132K
SIBN
Si Bone, Inc.

Healthcare
2
+ 25.0%
$13.05 - $19.71 $26.1 - $39.4
10 $189K
HUBG
Hub Group, Inc.

Industrials
3
+ 42.86%
$31.29 - $38.01 $93.9 - $114
10 $335K
DHC
Diversified Healthcare Trust

Real Estate
20
New
$2.07 - $3.79 $41.4 - $75.8
20 $72K
FFIN
First Financial Bankshares Inc

Financial Services
2
+ 200.0%
$31.3 - $37.48 $62.6 - $75
3 $108K
Maplebear Inc
1
+ 20.0%
N/A
6 $272K
OGS
One Gas, Inc.

Utilities
1
New
$71.59 - $81.38 $71.6 - $81.4
1 $72K
SUZ
Suzano S.A.

Basic Materials
7
+ 14.58%
$8.48 - $9.86 $59.4 - $69
55 $518K
TDS
Telephone & Data Systems Inc

Communication Services
2
New
$31.74 - $39.52 $63.5 - $79
2 $72K
CYH
Community Health Systems Inc

Healthcare
14
+ 46.67%
$2.39 - $4.35 $33.5 - $60.9
44 $150K
TOWN
Towne Bank (Va)

Financial Services
2
New
$30.4 - $35.29 $60.8 - $70.6
2 $69K
MNTK
Montauk Renewables, Inc.

Utilities
29
+ 138.1%
$1.74 - $2.41 $50.5 - $69.9
50 $111K
JNPR
Juniper Networks Inc

Technology
1
+ 14.29%
$33.93 - $39.93 $33.9 - $39.9
8 $320K
BLKB
Blackbaud Inc

Technology
1
New
$59.04 - $64.55 $59 - $64.6
1 $65K
ONB
Old National Bancorp

Financial Services
3
+ 75.0%
$17.95 - $22.57 $53.8 - $67.7
7 $150K
GRBK
Green Brick Partners, Inc.

Consumer Cyclical
1
New
N/A
1 $63K
GCBC
Greene County Bancorp Inc

Financial Services
3
+ 150.0%
$20.74 - $23.72 $62.2 - $71.2
5 $112K
Maze Therapeutics Inc
5
New
N/A
5 $62K
CNK
Cinemark Holdings, Inc.

Communication Services
2
New
$24.54 - $33.77 $49.1 - $67.5
2 $61K
CMT
Core Molding Technologies Inc

Basic Materials
2
+ 10.0%
$14.11 - $17.16 $28.2 - $34.3
22 $365K
LXFR
Luxfer Holdings PLC

Industrials
5
New
$9.58 - $12.45 $47.9 - $62.3
5 $61K
PRPL
Purple Innovation, Inc.

Consumer Cyclical
85
+ 531.25%
$0.56 - $0.94 $47.6 - $79.9
101 $74K
CPB
Campbell Soup CO

Consumer Defensive
18
+ 33.96%
$30.65 - $39.9 $552 - $718
71 $2.18M
AAON
Aaon, Inc.

Industrials
1
+ 33.33%
$71.78 - $106.87 $71.8 - $107
4 $295K
Cadeler A S
3
+ 150.0%
N/A
5 $100K
Anteris Technologies Global
15
New
N/A
15 $57K
EVH
Evolent Health, Inc.

Healthcare
5
New
$7.21 - $11.26 $36.1 - $56.3
5 $57K
FSTR
Foster L B CO

Industrials
2
+ 33.33%
$17.55 - $22.41 $35.1 - $44.8
8 $175K
Perimeter Solutions Inc
4
New
N/A
4 $56K
CENTA
Central Garden & Pet Company C

Consumer Defensive
3
+ 11.11%
$29.57 - $32.86 $88.7 - $98.6
30 $939K
CNDT
Conduent Inc

Technology
22
+ 40.74%
$1.97 - $2.81 $43.3 - $61.8
76 $201K
LNDC
Landec Corp \Ca\

Healthcare
6
+ 100.0%
N/A
12 $98K
WFG
West Fraser Timber Co., LTD

Basic Materials
1
+ 20.0%
$70.53 - $78.77 $70.5 - $78.8
6 $440K
YMAB
Y M Abs Therapeutics, Inc.

Healthcare
12
+ 70.59%
$3.64 - $5.35 $43.7 - $64.2
29 $131K
FMBH
First Mid Bancshares, Inc.

Financial Services
1
+ 16.67%
$31.0 - $38.22 $31 - $38.2
7 $263K
Cargo Therapeutics Inc
12
New
N/A
12 $50K
CASS
Cass Information Systems Inc

Industrials
1
+ 3.13%
$39.19 - $44.2 $39.2 - $44.2
33 $1.43M
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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