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
KROS
Keros Therapeutics, Inc.

Healthcare
3
+ 100.0%
$9.55 - $15.11 $28.7 - $45.3
6 $81K
Bkv Corp
2
New
N/A
2 $49K
BSVN
Bank7 Corp.

Financial Services
1
+ 50.0%
$34.55 - $41.83 $34.6 - $41.8
3 $126K
LMNR
Limoneira CO

Consumer Defensive
3
New
$14.74 - $17.88 $44.2 - $53.6
3 $47K
OFLX
Omega Flex, Inc.

Industrials
3
+ 14.29%
$29.0 - $35.12 $87 - $105
24 $778K
MWA
Mueller Water Products, Inc.

Industrials
2
+ 100.0%
$22.82 - $27.21 $45.6 - $54.4
4 $97K
SSP
E.W. Scripps CO

Communication Services
25
+ 1.83%
$1.93 - $3.12 $48.3 - $78
1.39K $4.08M
STOK
Stoke Therapeutics, Inc.

Healthcare
4
New
$5.9 - $11.84 $23.6 - $47.4
4 $46K
BARK
Bark, Inc.

Consumer Cyclical
94
+ 125.33%
$0.81 - $1.42 $76.1 - $133
169 $149K
DK
Delek Us Holdings, Inc.

Energy
2
New
$11.55 - $22.77 $23.1 - $45.5
2 $43K
Mediwound LTD
1
+ 16.67%
N/A
7 $136K
Peakstone Realty Trust
3
+ 75.0%
N/A
7 $93K
RLGT
Radiant Logistics, Inc

Industrials
7
+ 46.67%
$5.57 - $6.54 $39 - $45.8
22 $134K
CDNA
Care Dx, Inc.

Healthcare
2
New
$14.18 - $20.08 $28.4 - $40.2
2 $40K
FLGT
Fulgent Genetics, Inc.

Healthcare
2
New
$16.86 - $21.81 $33.7 - $43.6
2 $40K
MGTX
Meira G Tx Holdings PLC

Healthcare
7
+ 38.89%
$4.64 - $7.26 $32.5 - $50.8
25 $163K
SIGA
Siga Technologies Inc

Healthcare
6
New
$5.22 - $6.56 $31.3 - $39.4
6 $40K
Skye Bioscience Inc
1
+ 7.14%
N/A
15 $63K
SCS
Steelcase Inc

Industrials
5
+ 21.74%
$9.42 - $11.46 $47.1 - $57.3
28 $293K
MGY
Magnolia Oil & Gas Corp

Energy
2
+ 100.0%
$19.6 - $25.72 $39.2 - $51.4
4 $90K
TLS
Telos Corp

Technology
8
+ 47.06%
$1.96 - $3.17 $15.7 - $25.4
25 $80K
BCML
Bay Com Corp

Financial Services
1
+ 25.0%
$24.08 - $27.94 $24.1 - $27.9
5 $139K
Natures Sunshine Prods Inc
2
+ 50.0%
N/A
6 $89K
NPCE
Neuro Pace Inc

Healthcare
4
+ 66.67%
$10.34 - $18.13 $41.4 - $72.5
10 $112K
STXS
Stereotaxis, Inc.

Healthcare
10
+ 21.74%
$1.6 - $2.37 $16 - $23.7
56 $119K
AAL
American Airlines Group Inc.

Industrials
3
+ 60.0%
N/A
8 $90K
DVA
Davita Inc.

Healthcare
1
+ 10.0%
$133.5 - $155.51 $134 - $156
11 $1.57M
EVCM
Ever Commerce Inc.

Technology
3
+ 25.0%
$9.32 - $11.37 $28 - $34.1
15 $158K
NRDY
Nerdy Inc.

Technology
19
+ 73.08%
$1.25 - $1.81 $23.8 - $34.4
45 $74K
SGC
Superior Group Of Companies, Inc.

Consumer Cyclical
4
+ 66.67%
$9.46 - $11.0 $37.8 - $44
10 $103K
TH
Target Hospitality Corp.

Industrials
1
+ 1.85%
$6.25 - $7.6 $6.25 - $7.6
55 $392K
VERX
Vertex, Inc.

Technology
1
New
$33.45 - $41.87 $33.5 - $41.9
1 $36K
MQ
Marqeta, Inc.

Technology
6
New
$3.71 - $5.88 $22.3 - $35.3
6 $35K
Solarmax Technology Inc
34
+ 170.0%
N/A
54 $59K
TR
Tootsie Roll Industries Inc

Consumer Defensive
1
New
$29.7 - $36.03 $29.7 - $36
1 $34K
BRSP
Bright Spire Capital, Inc.

Real Estate
9
+ 37.5%
$4.3 - $5.59 $38.7 - $50.3
33 $167K
F&G Annuities & Life Inc
1
New
N/A
1 $32K
KRO
Kronos Worldwide Inc

Basic Materials
10
+ 43.48%
$6.0 - $7.75 $60 - $77.5
33 $205K
OSUR
Orasure Technologies Inc

Healthcare
12
+ 120.0%
$2.46 - $3.37 $29.5 - $40.4
22 $66K
Resolute Hldgs Mgmt Inc
1
New
N/A
1 $32K
Stem Inc
5
New
N/A
5 $32K
Inovio Pharmaceuticals Inc
15
New
N/A
15 $31K
CCCC
C4 Therapeutics, Inc.

Healthcare
22
+ 244.44%
$1.1 - $1.74 $24.2 - $38.3
31 $45K
MRAM
Everspin Technologies Inc

Technology
2
+ 15.38%
$4.4 - $6.39 $8.8 - $12.8
15 $95K
IBRX
Immunity Bio, Inc.

Healthcare
12
+ 150.0%
$1.89 - $3.44 $22.7 - $41.3
20 $53K
LCID
Lucid Group, Inc.

Consumer Cyclical
13
New
$2.1 - $2.96 $27.3 - $38.5
13 $28K
NCNO
N Cino, Inc.

Technology
1
New
$21.45 - $28.12 $21.5 - $28.1
1 $28K
VIAV
Viavi Solutions Inc.

Technology
3
+ 150.0%
$8.99 - $11.41 $27 - $34.2
5 $51K
Kestrel Group LTD
1
New
N/A
1 $27K
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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