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
Bw Lpg LTD
19
+ 190.0%
N/A
29 $415K
AZTA
Azenta, Inc.

Healthcare
40
+ 9.64%
$26.9 - $34.48 $1.08K - $1.38K
455 $13.1M
APG
A Pi Group Corp

Industrials
239
+ 50.32%
$33.09 - $36.34 $7.91K - $8.69K
714 $24.5M
CNP
Centerpoint Energy Inc

Utilities
3
+ 3.57%
$35.77 - $39.16 $107 - $117
87 $3.38M
Phinia Inc
5
New
N/A
5 $288K
PFIS
Peoples Financial Services Corp.

Financial Services
6
+ 85.71%
$46.9 - $53.69 $281 - $322
13 $632K
CNMD
Conmed Corp

Healthcare
6
New
$45.67 - $55.81 $274 - $335
6 $283K
HNI
Hni Corp

Industrials
6
New
$43.18 - $52.5 $259 - $315
6 $282K
GEO
Geo Group Inc

Real Estate
14
+ 700.0%
$20.25 - $26.46 $284 - $370
16 $328K
FSBC
Five Star Bancorp

Financial Services
8
+ 133.33%
$29.1 - $33.75 $233 - $270
14 $451K
PSTL
Postal Realty Trust, Inc.

Real Estate
17
+ 130.77%
$13.7 - $16.35 $233 - $278
30 $471K
FRBA
First Bank (Nj) Common Stock

Financial Services
17
New
$14.64 - $16.99 $249 - $289
17 $277K
UIHC
United Insurance Holdings Corp.

Financial Services
24
New
N/A
24 $274K
III
Information Services Group Inc.

Technology
11
+ 4.98%
$4.2 - $5.97 $46.2 - $65.7
232 $1.33M
PCB
Pcb Bancorp

Financial Services
13
+ 433.33%
$20.21 - $22.39 $263 - $291
16 $336K
LZB
La Z Boy Inc

Consumer Cyclical
8
+ 800.0%
$33.69 - $40.03 $270 - $320
9 $309K
CCOI
Cogent Communications Holdings, Inc.

Communication Services
7
New
$30.62 - $52.91 $214 - $370
7 $269K
ALLO
Allogene Therapeutics, Inc.

Healthcare
216
New
$1.03 - $1.66 $222 - $359
216 $268K
FC
Franklin Covey CO

Industrials
21
+ 51.22%
$18.4 - $24.17 $386 - $508
62 $1.2M
TRIP
Trip Advisor, Inc.

Consumer Cyclical
3
+ 4.41%
$13.87 - $19.14 $41.6 - $57.4
71 $1.16M
ZUMZ
Zumiez Inc

Consumer Cyclical
8
+ 47.06%
$13.19 - $21.31 $106 - $170
25 $491K
ODFL
Old Dominion Freight Line, Inc.

Industrials
6
+ 22.22%
$138.59 - $171.12 $832 - $1.03K
33 $4.65M
PBRA
Petroleo Bras Ads (Ea Reptg 2
18
+ 10.06%
N/A
197 $2.33M
Gci Liberty Inc
7
New
N/A
7 $261K
SYM
Symbotic Inc.

Financial Services
4
+ 133.33%
$39.68 - $63.21 $159 - $253
7 $378K
PLBC
Plumas Bancorp

Financial Services
6
New
$40.01 - $47.52 $240 - $285
6 $259K
SLVM
Sylvamo Corp

Basic Materials
6
+ 600.0%
$40.4 - $53.01 $242 - $318
7 $310K
CCO
Clear Channel Outdoor Holdings, Inc.

Communication Services
163
New
$1.02 - $1.58 $166 - $258
163 $258K
AAP
Advance Auto Parts Inc

Consumer Cyclical
2
+ 22.22%
$49.01 - $66.5 $98 - $133
11 $676K
XPRO
Expro Group Holdings N.V.

Energy
1
+ 1.35%
$8.27 - $12.66 $8.27 - $12.7
75 $891K
OLED
Universal Display Corp Pa

Technology
2
+ 66.67%
$134.16 - $161.44 $268 - $323
5 $719K
WSO
Watsco Inc

Industrials
1
+ 25.0%
$381.94 - $489.97 $382 - $490
5 $2.02M
IDT
Idt Corp

Communication Services
7
+ 100.0%
$52.31 - $69.88 $366 - $489
14 $733K
Sharkninja Inc
1
+ 2.78%
N/A
37 $3.82M
FUL
Fuller H B CO

Basic Materials
5
+ 9.8%
$55.6 - $64.06 $278 - $320
56 $3.32M
HTZ
Hertz Global Holdings, Inc

Industrials
37
New
$5.11 - $7.97 $189 - $295
37 $252K
NBTB
Nbt Bancorp Inc

Financial Services
6
New
$40.56 - $45.07 $243 - $270
6 $251K
OBT
Orange County Bancorp, Inc.

Financial Services
10
+ 500.0%
$23.46 - $28.58 $235 - $286
12 $303K
Onity Group Inc
6
+ 100.0%
N/A
12 $480K
CTRN
Citi Trends Inc

Consumer Cyclical
8
New
$29.09 - $38.81 $233 - $310
8 $249K
TMCI
Treace Medical Concepts, Inc.

Healthcare
36
+ 400.0%
$5.34 - $7.7 $192 - $277
45 $302K
FFWM
First Foundation Inc.

Financial Services
43
+ 252.94%
$4.78 - $6.09 $206 - $262
60 $335K
Brookfield Renewable Corp
7
+ 175.0%
N/A
11 $379K
KEY
Keycorp

Financial Services
5
+ 4.13%
$17.37 - $19.39 $86.9 - $97
126 $2.36M
EXPI
Exp World Holdings, Inc.

Real Estate
23
New
$9.32 - $11.59 $214 - $267
23 $246K
Lanzatech Global Inc
10
New
N/A
10 $246K
ADV
Advantage Solutions Inc.

Communication Services
160
New
$1.3 - $1.96 $208 - $314
160 $245K
KRT
Karat Packaging Inc.

Consumer Cyclical
11
+ 100.0%
$23.95 - $29.28 $263 - $322
22 $555K
SSL
Sasol LTD

Basic Materials
27
+ 62.79%
$4.6 - $7.15 $124 - $193
70 $436K
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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