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
VBTX
Veritex Holdings, Inc.

Financial Services
10
+ 142.86%
$26.87 - $34.78 $269 - $348
17 $571K
ANIK
Anika Therapeutics, Inc.

Healthcare
42
+ 466.67%
$8.1 - $11.78 $340 - $495
51 $480K
KNTK
Kinetik Holdings Inc.

Energy
9
+ 900.0%
$39.73 - $46.35 $358 - $417
10 $428K
Liberty Media Corp Del
4
+ 80.0%
N/A
9 $857K
SNPS
Synopsys Inc

Technology
1
+ 10.0%
$387.78 - $645.35 $388 - $645
11 $5.29M
First Svgs Finl Group Inc
12
New
N/A
12 $378K
Tuhura Biosciences Inc
152
New
N/A
152 $377K
LINC
Lincoln Educational Services Corp

Consumer Defensive
16
New
$18.81 - $24.5 $301 - $392
16 $376K
BSRR
Sierra Bancorp

Financial Services
13
New
$28.33 - $32.24 $368 - $419
13 $376K
LCII
Lci Industries

Consumer Cyclical
4
+ 400.0%
$93.15 - $107.98 $373 - $432
5 $466K
TARS
Tarsus Pharmaceuticals, Inc.

Healthcare
4
+ 57.14%
$38.82 - $59.43 $155 - $238
11 $654K
BLFY
Blue Foundry Bancorp

Financial Services
42
+ 135.48%
$8.39 - $9.87 $352 - $415
73 $664K
Grupo Cibest Sa
7
New
N/A
7 $364K
BVS
Bioventus Inc.

Healthcare
54
New
$6.14 - $7.64 $332 - $413
54 $362K
LII
Lennox International Inc

Industrials
1
+ 25.0%
$516.18 - $664.54 $516 - $665
5 $2.65M
PRLB
Proto Labs Inc

Industrials
4
+ 26.67%
$38.74 - $51.02 $155 - $204
19 $951K
LIND
Lindblad Expeditions Holdings, Inc.

Consumer Cyclical
27
+ 2700.0%
$11.54 - $15.0 $312 - $405
28 $359K
TIPT
Tiptree Inc.

Financial Services
18
New
$19.05 - $25.49 $343 - $459
18 $346K
FRST
Primis Financial Corp.

Financial Services
33
+ 825.0%
$10.51 - $12.1 $347 - $399
37 $389K
ASTS
Ast Space Mobile, Inc.

Communication Services
7
New
$36.91 - $60.06 $258 - $420
7 $344K
TECK
Teck Resources LTD

Basic Materials
6
+ 26.09%
$31.27 - $44.1 $188 - $265
29 $1.27M
CBAN
Colony Bankcorp Inc

Financial Services
20
New
$15.92 - $18.26 $318 - $365
20 $341K
ASR
Southeast Airport Group

Industrials
1
+ 33.33%
$301.06 - $346.48 $301 - $346
4 $1.29M
NATH
Nathans Famous, Inc.

Consumer Cyclical
3
+ 75.0%
$94.47 - $115.75 $283 - $347
7 $776K
NECB
North East Community Bancorp, Inc.

Financial Services
18
+ 128.57%
$20.11 - $24.68 $362 - $444
32 $659K
NWFL
Norwood Financial Corp

Financial Services
13
+ 1300.0%
$23.93 - $27.06 $311 - $352
14 $356K
PFHC
Pro Frac Holding Corp.

Energy
89
New
N/A
89 $330K
IMAX
Imax Corp

Communication Services
10
New
$24.51 - $32.75 $245 - $328
10 $328K
FRPH
Frp Holdings, Inc.

Real Estate
14
+ 233.33%
$24.3 - $27.49 $340 - $385
20 $488K
UTZ
Utz Brands, Inc.

Consumer Defensive
27
+ 270.0%
$11.85 - $14.49 $320 - $391
37 $450K
ZEUS
Olympic Steel Inc

Basic Materials
13
+ 38.24%
$30.05 - $35.46 $391 - $461
47 $1.43M
NVMI
Nova Ltd.

Technology
1
New
$237.16 - $319.66 $237 - $320
1 $320K
CHMG
Chemung Financial Corp

Financial Services
6
New
$49.14 - $55.0 $295 - $330
6 $316K
WSR
Whitestone Reit

Real Estate
26
+ 162.5%
$11.8 - $13.18 $307 - $343
42 $516K
IBP
Installed Building Products, Inc.

Consumer Cyclical
1
+ 100.0%
$184.09 - $279.47 $184 - $279
2 $494K
XP
Xp Inc.

Financial Services
18
+ 94.74%
$16.0 - $20.11 $288 - $362
37 $696K
WTBA
West Bancorporation Inc

Financial Services
15
+ 375.0%
$17.8 - $21.14 $267 - $317
19 $387K
HMST
Home Street, Inc.

Financial Services
23
New
$12.63 - $14.0 $290 - $322
23 $307K
LADR
Ladder Capital Corp

Real Estate
28
New
$10.86 - $11.81 $304 - $331
28 $306K
HBT
Hbt Financial, Inc.

Financial Services
12
New
$23.95 - $26.66 $287 - $320
12 $303K
Proficient Auto Logistics In
47
+ 85.45%
N/A
102 $703K
Smartstop Self Storag Reit I
8
New
N/A
8 $302K
Flagstar Financial Inc
26
New
N/A
26 $301K
Meridian Corporation
19
New
N/A
19 $301K
LRN
Stride, Inc.

Consumer Defensive
2
+ 200.0%
$128.23 - $169.81 $256 - $340
3 $447K
OPAL
Opal Fuels Inc.

Utilities
136
New
$2.05 - $2.67 $279 - $363
136 $300K
CWCO
Consolidated Water Co. Ltd.

Utilities
7
+ 70.0%
$28.43 - $35.25 $199 - $247
17 $600K
CZNC
Citizens & Northern Corp

Financial Services
15
New
$18.39 - $20.55 $276 - $308
15 $298K
SCSC
Scansource, Inc.

Technology
5
+ 13.89%
$37.78 - $45.4 $189 - $227
41 $1.8M
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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