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
GAMB
Gambling.Com Group LTD

Consumer Cyclical
1
+ 6.67%
$11.53 - $14.72 $11.5 - $14.7
16 $191K
MDU
Mdu Resources Group Inc

Industrials
2
+ 1.47%
$15.6 - $17.76 $31.2 - $35.5
138 $2.3M
PSO
Pearson PLC

Communication Services
2
+ 6.9%
$14.41 - $16.64 $28.8 - $33.3
31 $463K
Cervomed Inc
1
+ 25.0%
N/A
5 $32K
NOTE
Fiscal Note Holdings, Inc.

Technology
5
+ 19.23%
$0.48 - $0.79 $2.4 - $3.95
31 $17K
Fibrobiologics Inc
51
+ 36.17%
N/A
192 $120K
HFFG
Hf Foods Group Inc.

Consumer Defensive
2
+ 25.0%
$3.05 - $4.5 $6.1 - $9
10 $32K
SMRT
Smart Rent, Inc.

Technology
43
+ 17.41%
$0.72 - $1.15 $31 - $49.4
290 $288K
TNET
Trinet Group, Inc.

Industrials
1
+ 6.67%
$72.67 - $86.45 $72.7 - $86.5
16 $1.17M
BMEA
Biomea Fusion, Inc.

Healthcare
1
+ 1.25%
$1.37 - $2.9 $1.37 - $2.9
81 $146K
FOX
Fox Corp Cl B (De)

Communication Services
2
+ 1.64%
$43.81 - $53.0 $87.6 - $106
124 $6.4M
XNCR
Xencor Inc

Healthcare
50
+ 31.65%
$7.52 - $11.26 $376 - $563
208 $1.64M
RYAM
Rayonier Advanced Materials Inc.

Basic Materials
9
+ 20.45%
$3.63 - $5.73 $32.7 - $51.6
53 $205K
YUM
Yum Brands Inc

Consumer Cyclical
8
+ 5.84%
$138.36 - $161.45 $1.11K - $1.29K
145 $21.4M
BHF
Brighthouse Financial, Inc.

Financial Services
20
+ 7.19%
$47.29 - $61.15 $946 - $1.22K
298 $16M
SRPT
Sarepta Therapeutics, Inc.

Healthcare
5
+ 100.0%
$17.1 - $63.66 $85.5 - $318
10 $171K
AZN
Astrazeneca PLC

Healthcare
4
+ 3.36%
$64.87 - $75.0 $259 - $300
123 $8.6M
SHEL
Shell PLC

Energy
4
+ 2.23%
$59.75 - $73.05 $239 - $292
183 $12.9M
CVCO
Cavco Industries Inc.

Consumer Cyclical
1
+ 11.11%
$396.53 - $537.62 $397 - $538
10 $4.35M
Kenvue Inc
6
+ 3.7%
N/A
168 $3.52M
TSN
Tyson Foods, Inc.

Consumer Defensive
14
+ 9.15%
$54.33 - $63.56 $761 - $890
167 $9.34M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
111
+ 1387.5%
$87.84 - $1441.89 $9.75K - $160K
119 $10.7M
ESTC
Elastic N.V.

Technology
2
+ 1.48%
$73.36 - $94.17 $147 - $188
137 $11.6M
VIR
Vir Biotechnology, Inc.

Healthcare
73
+ 12.46%
$4.5 - $6.48 $329 - $473
659 $3.32M
YETI
Yeti Holdings, Inc.

Consumer Cyclical
2
+ 0.55%
$26.94 - $34.72 $53.9 - $69.4
367 $11.6M
TROX
Tronox Holdings PLC

Basic Materials
274
+ 27.26%
$4.51 - $6.87 $1.24K - $1.88K
1.28K $6.49M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
1
+ 3.7%
$421.16 - $509.5 $421 - $510
28 $12.3M
THG
Hanover Insurance Group, Inc.

Financial Services
4
+ 1.23%
$150.66 - $178.04 $603 - $712
328 $55.7M
PECO
Phillips Edison & Company, Inc.

Real Estate
5
+ 0.89%
$33.53 - $37.33 $168 - $187
565 $19.8M
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
20
+ 1.73%
$32.56 - $35.71 $651 - $714
1.18K $38.9M
XOM
Exxon Mobil Corp

Energy
36
+ 8.67%
$99.93 - $119.04 $3.6K - $4.29K
451 $48.7M
SLQT
Select Quote, Inc.

Financial Services
187
+ 14.18%
$2.12 - $3.52 $396 - $658
1.51K $3.59M
GL
Globe Life Inc.

Financial Services
17
+ 4.12%
$113.29 - $133.09 $1.93K - $2.26K
430 $53.4M
WEN
Wendy'S CO

Consumer Cyclical
830
+ 25.43%
$11.11 - $14.72 $9.22K - $12.2K
4.09K $46.8M
OKTA
Okta, Inc.

Technology
25
+ 3.61%
$91.24 - $127.3 $2.28K - $3.18K
718 $71.8M
BJ
Bj'S Wholesale Club Holdings, Inc.

Consumer Defensive
6
+ 2.07%
$107.83 - $119.94 $647 - $720
296 $31.9M
AIG
American International Group, Inc.

Financial Services
11
+ 0.68%
$77.56 - $87.72 $853 - $965
1.63K $140M
AMGN
Amgen Inc

Healthcare
14
+ 8.43%
$262.28 - $309.85 $3.67K - $4.34K
180 $50.4M
PGR
Progressive Corp

Financial Services
7
+ 3.13%
$255.27 - $288.74 $1.79K - $2.02K
231 $61.6M
ABBV
Abb Vie Inc.

Healthcare
33
+ 8.97%
$170.16 - $206.27 $5.62K - $6.81K
401 $74.4M
PG
Procter & Gamble CO

Consumer Defensive
47
+ 4.39%
$157.66 - $172.39 $7.41K - $8.1K
1.12K $178M
CORT
Corcept Therapeutics Inc

Healthcare
2
+ 1.01%
$62.24 - $91.93 $124 - $184
201 $14.8M
PEP
Pepsico Inc

Consumer Defensive
70
+ 5.46%
$128.02 - $151.37 $8.96K - $10.6K
1.35K $178M
MCD
Mcdonalds Corp

Consumer Cyclical
7
+ 0.85%
$285.55 - $321.23 $2K - $2.25K
827 $242M
AAPL
Apple Inc.

Technology
230
+ 3.19%
$172.42 - $223.89 $39.7K - $51.5K
7.45K $1.53B
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
Track This Portfolio

Track True Wealth Design, LLC Portfolio

Follow True Wealth Design, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of True Wealth Design, LLC, based on Form 13F filings with the SEC.

News

Stay updated on True Wealth Design, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email