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
Natures Sunshine Prods Inc
11
+ 183.33%
N/A
17 $264K
RBBN
Ribbon Communications Inc.

Communication Services
57
+ 28.64%
$3.58 - $4.25 $204 - $242
256 $973K
KRNY
Kearny Financial Corp.

Financial Services
19
+ 4.31%
$5.85 - $6.95 $111 - $132
460 $3.02M
LANC
Lancaster Colony Corp

Consumer Defensive
1
New
$171.5 - $183.37 $172 - $183
1 $173K
ATEX
Anterix Inc.

Communication Services
8
New
$20.96 - $25.23 $168 - $202
8 $172K
WFG
West Fraser Timber Co., LTD

Basic Materials
3
+ 50.0%
$66.7 - $77.96 $200 - $234
9 $612K
Brookfield Asset Managmt LTD
3
New
N/A
3 $171K
GETY
Vector Holding, LLC

Communication Services
17
+ 3.98%
$1.66 - $2.14 $28.2 - $36.4
444 $880K
NVGS
Navigator Holdings Ltd.

Energy
11
New
$14.28 - $16.85 $157 - $185
11 $171K
Pro Dex Inc Colo
5
New
N/A
5 $170K
ANNX
Annexon, Inc.

Healthcare
55
New
$2.05 - $3.37 $113 - $185
55 $168K
Cf Bankshares Inc
7
New
N/A
7 $168K
Latam Airlines Group Sa
3
+ 42.86%
N/A
10 $453K
PNRG
Primeenergy Resources Corp

Energy
1
New
$144.5 - $183.68 $145 - $184
1 $168K
UGP
Ultrapar Holdings Inc

Energy
37
+ 185.0%
$2.83 - $4.1 $105 - $152
57 $234K
BFC
Bank First Corp

Financial Services
1
+ 8.33%
$115.55 - $132.29 $116 - $132
13 $1.58M
DYN
Dyne Therapeutics, Inc.

Healthcare
13
New
$8.18 - $14.22 $106 - $185
13 $165K
CIVB
Civista Bancshares, Inc.

Financial Services
9
+ 128.57%
$19.28 - $25.08 $174 - $226
16 $332K
XPO
Xpo Logistics, Inc.

Industrials
1
+ 9.09%
$118.79 - $138.31 $119 - $138
12 $1.55M
HEIA
Heico Crp Cl A
1
+ 5.0%
N/A
21 $5.34M
Acuren Corp
12
New
N/A
12 $160K
HLX
Helix Energy Solutions Group Inc

Energy
22
+ 43.14%
$5.7 - $6.96 $125 - $153
73 $479K
FNLC
First Bancorp, Inc

Financial Services
6
New
$24.78 - $27.54 $149 - $165
6 $158K
MITK
Mitek Systems Inc

Technology
17
+ 29.82%
$8.8 - $10.55 $150 - $179
74 $723K
FIGS
Figs, Inc.

Consumer Cyclical
2
+ 1.46%
$5.65 - $7.44 $11.3 - $14.9
139 $930K
LGIH
Lgi Homes, Inc.

Consumer Cyclical
3
+ 25.0%
$50.79 - $67.47 $152 - $202
15 $776K
KALU
Kaiser Aluminum Corp

Basic Materials
2
New
$72.44 - $92.64 $145 - $185
2 $155K
TENB
Tenable Holdings, Inc.

Technology
11
+ 30.56%
$28.58 - $35.46 $314 - $390
47 $1.37M
INT
World Fuel Services Corp

Energy
11
+ 20.0%
N/A
66 $1.71M
DOCN
Digital Ocean Holdings, Inc.

Technology
1
+ 4.76%
$25.74 - $37.71 $25.7 - $37.7
22 $752K
LCNB
Lcnb Corp

Financial Services
10
New
$14.2 - $16.35 $142 - $164
10 $150K
TEX
Terex Corp

Industrials
2
+ 20.0%
$48.36 - $53.52 $96.7 - $107
12 $616K
ETD
Ethan Allen Interiors Inc

Consumer Cyclical
4
+ 22.22%
$28.52 - $30.48 $114 - $122
22 $649K
RWT
Redwood Trust Inc

Real Estate
30
+ 13.39%
$5.46 - $6.37 $164 - $191
254 $1.47M
LNKB
Linkbancorp, Inc.

Financial Services
20
New
$6.68 - $7.7 $134 - $154
20 $143K
OVLY
Oak Valley Bancorp

Financial Services
5
+ 500.0%
$25.97 - $29.36 $130 - $147
6 $170K
BWFG
Bankwell Financial Group, Inc.

Financial Services
3
+ 300.0%
$36.84 - $45.99 $111 - $138
4 $177K
CASS
Cass Information Systems Inc

Industrials
7
+ 21.21%
$39.33 - $46.2 $275 - $323
40 $1.57M
FRSH
Freshworks Inc.

Technology
26
+ 49.06%
$11.77 - $15.36 $306 - $399
79 $930K
CERT
Certara, Inc.

Healthcare
9
+ 17.31%
$9.53 - $12.22 $85.8 - $110
61 $746K
Sb Finl Group Inc
7
New
N/A
7 $136K
CCRD
Core Card Corp

Technology
5
New
$26.02 - $29.49 $130 - $147
5 $135K
MLAB
Mesa Laboratories Inc

Technology
2
New
$57.44 - $103.4 $115 - $207
2 $135K
PTWO
Pono Cap Two Inc Com Cl A
31
New
N/A
31 $135K
GRC
Gorman Rupp CO

Industrials
1
+ 11.11%
$36.65 - $46.41 $36.7 - $46.4
10 $465K
FYBR
Frontier Communications Parent, Inc.

Communication Services
3
+ 13.64%
$36.44 - $37.53 $109 - $113
25 $934K
AVB
Avalonbay Communities Inc

Real Estate
1
+ 16.67%
$182.72 - $204.51 $183 - $205
7 $1.35M
SKY
Skyline Champion Corp

Consumer Cyclical
1
+ 25.0%
$60.9 - $78.84 $60.9 - $78.8
5 $382K
ELP
Energy CO Of Parana

Utilities
12
+ 60.0%
$8.34 - $9.9 $100 - $119
32 $314K
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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