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
EBMT
Eagle Bancorp Montana, Inc.

Financial Services
14
New
$15.62 - $17.77 $219 - $249
14 $242K
HAIN
Hain Celestial Group Inc

Consumer Defensive
89
+ 5.32%
$1.44 - $2.15 $128 - $191
1.76K $2.78M
SQM
Chemical & Mining CO Of Chile Inc

Basic Materials
4
+ 44.44%
$35.21 - $46.94 $141 - $188
13 $559K
Fs Bancorp Inc
6
+ 600.0%
N/A
7 $280K
Lifezone Metals Limited
5
+ 3.21%
N/A
161 $883K
TSBK
Timberland Bancorp Inc

Financial Services
7
+ 233.33%
$30.97 - $36.62 $217 - $256
10 $333K
FVCB
Fvc Bankcorp, Inc.

Financial Services
18
+ 450.0%
$11.93 - $13.87 $215 - $250
22 $286K
PKBK
Parke Bancorp, Inc.

Financial Services
11
New
$20.31 - $22.72 $223 - $250
11 $238K
RVSB
Riverview Bancorp Inc

Financial Services
44
New
$4.82 - $5.75 $212 - $253
44 $237K
SD
Sandridge Energy Inc

Energy
21
New
$10.0 - $12.1 $210 - $254
21 $237K
GH
Guardant Health, Inc.

Healthcare
2
+ 20.0%
$40.98 - $67.42 $82 - $135
12 $750K
EFSI
Eagle Financial Services Inc

Financial Services
6
New
$31.28 - $39.7 $188 - $238
6 $227K
ECVT
Ecovyst Inc.

Basic Materials
17
+ 11.49%
$7.6 - $9.37 $129 - $159
165 $1.45M
BIGC
Big Commerce Holdings, Inc.

Technology
47
+ 4.82%
$4.16 - $5.26 $196 - $247
1.02K $5.1M
CBNK
Capital Bancorp Inc

Financial Services
7
New
$30.91 - $35.68 $216 - $250
7 $224K
MGY
Magnolia Oil & Gas Corp

Energy
9
+ 225.0%
$22.5 - $25.26 $203 - $227
13 $311K
NAVI
Navient Corp

Financial Services
17
+ 850.0%
$12.41 - $15.59 $211 - $265
19 $250K
KROS
Keros Therapeutics, Inc.

Healthcare
13
+ 216.67%
$13.34 - $16.05 $173 - $209
19 $301K
LILAK
Liberty Latin Amer LTD Cl C (B

Communication Services
26
New
$6.26 - $8.46 $163 - $220
26 $220K
ACRE
Ares Commercial Real Estate Corp

Real Estate
61
+ 28.37%
$4.14 - $5.13 $253 - $313
276 $1.25M
PEAK
Healthpeak Properties, Inc.

Real Estate
5
+ 6.76%
N/A
79 $1.51M
Airjoule Technologies Corp
46
New
N/A
46 $216K
ERJ
Embraer S.A.

Industrials
3
+ 30.0%
$47.39 - $61.02 $142 - $183
13 $786K
MMI
Marcus & Millichap, Inc.

Real Estate
8
+ 53.33%
$28.74 - $33.19 $230 - $266
23 $676K
CGEM
Cullinan Oncology, Inc.

Healthcare
36
New
$5.93 - $8.34 $213 - $300
36 $214K
PMT
Penny Mac Mortgage Investment Trust

Real Estate
17
New
$11.79 - $13.23 $200 - $225
17 $209K
CAE
Cae Inc

Industrials
7
New
$26.19 - $29.96 $183 - $210
7 $208K
LXP
Lxp Industrial Trust

Real Estate
23
New
$7.75 - $9.34 $178 - $215
23 $207K
ATLO
Ames National Corp

Financial Services
6
+ 17.14%
$17.9 - $20.71 $107 - $124
41 $830K
BCML
Bay Com Corp

Financial Services
7
+ 140.0%
$26.75 - $30.77 $187 - $215
12 $345K
SABR
Sabre Corp

Consumer Cyclical
112
New
$1.71 - $3.42 $192 - $383
112 $205K
NJR
New Jersey Resources Corp

Utilities
4
+ 133.33%
$45.05 - $48.15 $180 - $193
7 $338K
RXO
Rxo, Inc.
13
New
$14.25 - $17.9 $185 - $233
13 $200K
RBB
Rbb Bancorp

Financial Services
9
+ 47.37%
N/A
28 $526K
BMRC
Bank Of Marin Bancorp

Financial Services
8
New
$21.87 - $25.83 $175 - $207
8 $195K
HONE
Harbor One Bancorp, Inc.

Financial Services
11
+ 47.83%
$11.61 - $13.75 $128 - $151
34 $463K
MTH
Meritage Homes Corp

Consumer Cyclical
2
+ 22.22%
$67.34 - $82.83 $135 - $166
11 $797K
Bankfinancial Corp
16
New
N/A
16 $193K
INBK
First Internet Bancorp

Financial Services
12
+ 70.59%
$21.46 - $28.0 $258 - $336
29 $651K
CWH
Camping World Holdings, Inc.

Consumer Cyclical
12
New
$13.84 - $19.11 $166 - $229
12 $190K
GNTY
Guaranty Bancshares Inc

Financial Services
2
+ 14.29%
$42.63 - $52.33 $85.3 - $105
16 $780K
WMG
Warner Music Group Corp.

Communication Services
4
+ 57.14%
$27.83 - $34.24 $111 - $137
11 $375K
HRTG
Heritage Insurance Holdings, Inc.

Financial Services
6
+ 4.51%
$19.02 - $28.4 $114 - $170
139 $3.5M
WD
Walker & Dunlop, Inc.

Financial Services
2
+ 200.0%
$72.06 - $87.6 $144 - $175
3 $251K
AMBC
Ambac Financial Group Inc

Financial Services
16
+ 45.71%
$6.94 - $9.72 $111 - $156
51 $426K
CZWI
Citizens Community Bancorp Inc.

Financial Services
11
New
$14.0 - $16.69 $154 - $184
11 $177K
EHTH
E Health, Inc.

Financial Services
41
New
$3.21 - $4.76 $132 - $195
41 $177K
TZOO
Travelzoo

Communication Services
18
New
N/A
18 $177K
OCFC
Oceanfirst Financial Corp

Financial Services
10
New
$16.32 - $19.01 $163 - $190
10 $176K
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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