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
NCR
Ncr Corp

Technology
2
+ 100.0%
N/A
4 $47K
MCG
Membership Collective Group Inc.

Consumer Cyclical
2
+ 20.0%
N/A
12 $89K
BLDR
Builders First Source, Inc.

Industrials
1
+ 9.09%
$105.63 - $131.12 $106 - $131
12 $1.4M
FVCB
Fvc Bankcorp, Inc.

Financial Services
2
+ 100.0%
$9.69 - $11.95 $19.4 - $23.9
4 $48K
SMHI
Seacor Marine Holdings Inc.

Industrials
5
+ 29.41%
$3.94 - $6.17 $19.7 - $30.9
22 $113K
ATOS
Atossa Therapeutics, Inc.

Healthcare
16
+ 23.19%
$0.59 - $1.03 $9.44 - $16.5
85 $71K
DECK
Deckers Outdoor Corp

Consumer Cyclical
1
+ 11.11%
$100.44 - $129.37 $100 - $129
10 $1.03M
EGAN
Egain Corp

Technology
2
+ 25.0%
$4.5 - $6.59 $9 - $13.2
10 $63K
ANGO
Angiodynamics Inc

Healthcare
2
+ 33.33%
$8.63 - $11.14 $17.3 - $22.3
8 $80K
KLTR
Kaltura Inc

Technology
8
+ 15.09%
$1.72 - $2.3 $13.8 - $18.4
61 $123K
AON
Aon PLC

Financial Services
1
+ 12.5%
$335.85 - $398.81 $336 - $399
9 $3.19M
GALT
Galectin Therapeutics Inc

Healthcare
1
+ 4.76%
$1.25 - $3.29 $1.25 - $3.29
22 $47K
Ingram Micro Hldg Corp
1
New
N/A
1 $21K
STTK
Shattuck Labs, Inc.

Healthcare
30
+ 187.5%
$0.73 - $1.3 $21.9 - $39
46 $37K
Ponce Financial Group Inc
1
+ 20.0%
N/A
6 $84K
Solidion Technology Inc
5
New
N/A
5 $20K
APLT
Applied Therapeutics Inc.

Healthcare
59
New
$0.3 - $0.6 $17.7 - $35.4
59 $19K
BCE
Bce Inc

Communication Services
1
+ 20.0%
$20.87 - $22.95 $20.9 - $23
6 $134K
TUSK
Mammoth Energy Services, Inc.

Industrials
5
+ 71.43%
$1.89 - $3.03 $9.45 - $15.1
12 $34K
Outlook Therapeutics Inc
10
+ 100.0%
N/A
20 $32K
STKS
One Group Hospitality, Inc.

Consumer Cyclical
2
+ 20.0%
$2.67 - $4.59 $5.34 - $9.18
12 $49K
WTBA
West Bancorporation Inc

Financial Services
1
+ 33.33%
$18.31 - $20.38 $18.3 - $20.4
4 $79K
Atlas Energy Solutions Inc
8
+ 40.0%
N/A
28 $375K
AMRX
Amneal Pharmaceuticals, Inc.

Healthcare
2
New
$6.97 - $8.23 $13.9 - $16.5
2 $17K
Ramaco Res Inc
2
New
N/A
2 $17K
HCSG
Healthcare Services Group Inc

Healthcare
1
New
$9.37 - $15.03 $9.37 - $15
1 $16K
TCRX
T Scan Therapeutics, Inc.

Healthcare
9
+ 27.27%
$1.1 - $1.8 $9.9 - $16.2
42 $61K
Pamt Corp
1
+ 50.0%
N/A
3 $39K
VALE
Vale S.A.

Basic Materials
8
+ 3.42%
$8.26 - $10.1 $66.1 - $80.8
242 $2.35M
Magnera Corp
1
New
N/A
1 $13K
APLE
Apple Hospitality Reit, Inc.

Real Estate
1
New
$10.66 - $12.92 $10.7 - $12.9
1 $12K
LIND
Lindblad Expeditions Holdings, Inc.

Consumer Cyclical
1
New
$7.79 - $11.67 $7.79 - $11.7
1 $12K
PCYO
Pure Cycle Corp

Utilities
1
+ 25.0%
$9.86 - $11.0 $9.86 - $11
5 $54K
ABOS
Acumen Pharmaceuticals, Inc.

Healthcare
6
+ 20.69%
$0.9 - $1.27 $5.4 - $7.62
35 $41K
ELYM
Eliem Therapeutics, Inc.

Healthcare
7
+ 58.33%
N/A
19 $24K
Gen Digital Inc
1
New
N/A
1 $9K
RSVR
Reservoir Media, Inc.

Communication Services
1
+ 25.0%
$6.88 - $7.8 $6.88 - $7.8
5 $39K
VERU
Veru Inc.

Healthcare
9
+ 29.03%
$0.49 - $0.7 $4.41 - $6.3
40 $24K
ALXO
Alx Oncology Holdings Inc

Healthcare
15
New
$0.41 - $0.61 $6.15 - $9.15
15 $7K
GRWG
Grow Generation Corp.

Consumer Cyclical
14
+ 32.56%
$0.87 - $1.34 $12.2 - $18.8
57 $54K
Offerpad Solutions Inc
21
+ 131.25%
N/A
37 $34K
ATNM
Actinium Pharmaceuticals, Inc.

Healthcare
7
+ 41.18%
$1.15 - $1.94 $8.05 - $13.6
24 $34K
CSTE
Caesarstone Ltd.

Industrials
5
+ 71.43%
$1.7 - $3.15 $8.5 - $15.8
12 $24K
X4 Pharmaceuticals Inc
3
New
N/A
3 $6K
Seaport Entmt Group Inc
1
+ 20.0%
N/A
6 $112K
Telomir Pharmaceuticals Inc
3
New
N/A
3 $4K
XBIT
X Biotech Inc.

Healthcare
2
+ 40.0%
$2.56 - $3.36 $5.12 - $6.72
7 $21K
PRLD
Prelude Therapeutics Inc

Healthcare
3
+ 30.0%
$0.61 - $1.18 $1.83 - $3.54
13 $11K
PLL
Piedmont Lithium Inc.

Basic Materials
1
+ 10.0%
$5.34 - $8.91 $5.34 - $8.91
11 $65K
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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