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
RXT
Rackspace Technology, Inc.

Technology
47
New
$1.14 - $1.57 $53.6 - $73.8
47 $67K
RGCO
Rgc Resources Inc

Utilities
3
+ 300.0%
$19.68 - $23.16 $59 - $69.5
4 $90K
EXFY
Expensify, Inc.

Technology
35
New
$1.7 - $2.61 $59.5 - $91.4
35 $65K
CTO
Cto Realty Growth, Inc.

Real Estate
5
+ 25.0%
$15.89 - $17.75 $79.5 - $88.8
25 $408K
BSVN
Bank7 Corp.

Financial Services
1
+ 33.33%
$42.63 - $49.84 $42.6 - $49.8
4 $186K
SWKH
Swk Holdings Corp

Financial Services
4
New
$14.02 - $15.28 $56.1 - $61.1
4 $59K
PGNY
Progyny, Inc.

Healthcare
12
+ 2.86%
$21.24 - $24.27 $255 - $291
431 $9.28M
RIOT
Riot Blockchain, Inc.

Technology
3
New
$11.03 - $19.78 $33.1 - $59.3
3 $58K
FLXS
Flexsteel Industries Inc

Consumer Cyclical
1
+ 100.0%
$32.88 - $51.74 $32.9 - $51.7
2 $93K
NGVT
Ingevity Corp

Basic Materials
1
New
$40.4 - $60.74 $40.4 - $60.7
1 $56K
Nextnrg Inc
28
New
N/A
28 $52K
PVBC
Provident Bancorp, Inc.

Financial Services
4
New
$12.14 - $12.97 $48.6 - $51.9
4 $51K
FMAO
Farmers & Merchants Bancorp Inc

Financial Services
2
+ 100.0%
$23.67 - $28.19 $47.3 - $56.4
4 $101K
Bv Finl Inc
3
New
N/A
3 $49K
HLF
Herbalife Nutrition Ltd.

Consumer Defensive
10
+ 5.08%
$8.44 - $10.83 $84.4 - $108
207 $1.75M
Ponce Financial Group Inc
3
+ 50.0%
N/A
9 $133K
VAL
Valaris LTD

Energy
1
New
$43.9 - $52.99 $43.9 - $53
1 $49K
Jakks Pac Inc
3
+ 75.0%
N/A
7 $132K
GBX
Greenbrier Companies Inc

Industrials
1
New
$43.97 - $56.91 $44 - $56.9
1 $47K
FRAF
Franklin Financial Services Corp

Financial Services
1
New
$35.59 - $48.92 $35.6 - $48.9
1 $46K
Sr Bancorp Inc
3
New
N/A
3 $46K
GNE
Genie Energy Ltd.

Utilities
3
New
$14.82 - $26.59 $44.5 - $79.8
3 $45K
RCKY
Rocky Brands, Inc.

Consumer Cyclical
1
+ 50.0%
$22.77 - $30.68 $22.8 - $30.7
3 $90K
VTEX
Vtex

Technology
10
New
$3.96 - $6.76 $39.6 - $67.6
10 $44K
CLBK
Columbia Financial, Inc.

Financial Services
2
+ 8.0%
$13.94 - $15.85 $27.9 - $31.7
27 $406K
EGAN
Egain Corp

Technology
2
+ 20.0%
$5.58 - $9.3 $11.2 - $18.6
12 $105K
HGV
Hilton Grand Vacations Inc.

Consumer Cyclical
1
+ 100.0%
$41.81 - $51.72 $41.8 - $51.7
2 $84K
ONTF
On24 Inc.

Technology
7
+ 100.0%
$4.71 - $6.04 $33 - $42.3
14 $81K
SEVN
Seven Hills Realty Trust

Real Estate
4
New
$10.08 - $12.85 $40.3 - $51.4
4 $42K
CYH
Community Health Systems Inc

Healthcare
15
+ 34.09%
$2.44 - $3.88 $36.6 - $58.2
59 $190K
KFY
Korn Ferry

Industrials
1
+ 11.11%
$69.05 - $76.46 $69.1 - $76.5
10 $700K
AOMR
Angel Oak Mortgage, Inc.

Real Estate
4
+ 44.44%
$8.66 - $10.05 $34.6 - $40.2
13 $122K
CCCS
Ccc Intelligent Solutions Holdings Inc.

Technology
4
New
$9.11 - $10.03 $36.4 - $40.1
4 $37K
FUNC
First United Corp

Financial Services
1
New
$32.02 - $38.41 $32 - $38.4
1 $37K
OVBC
Ohio Valley Banc Corp

Financial Services
1
New
$31.61 - $38.95 $31.6 - $39
1 $37K
QS
Quantum Scape Corp

Consumer Cyclical
3
New
$6.36 - $14.64 $19.1 - $43.9
3 $37K
SGC
Superior Group Of Companies, Inc.

Consumer Cyclical
3
+ 30.0%
$9.55 - $13.51 $28.7 - $40.5
13 $140K
WTI
W&T Offshore Inc

Energy
17
+ 48.57%
$1.65 - $2.06 $28 - $35
52 $95K
PRCT
Procept Bio Robotics Corp

Healthcare
1
New
$35.69 - $60.06 $35.7 - $60.1
1 $36K
JELD
Jeld Wen Holding, Inc.

Industrials
7
New
$4.13 - $6.76 $28.9 - $47.3
7 $35K
CBFV
Cb Financial Services, Inc.

Financial Services
1
New
$27.56 - $33.96 $27.6 - $34
1 $34K
Vivid Seats Inc
2
New
N/A
2 $34K
PEBK
Peoples Bancorp Of North Carolina Inc

Financial Services
1
+ 100.0%
$27.86 - $32.39 $27.9 - $32.4
2 $62K
BHB
Bar Harbor Bankshares

Financial Services
1
+ 33.33%
$28.64 - $32.84 $28.6 - $32.8
4 $122K
HWBK
Hawthorn Bancshares, Inc.

Financial Services
1
New
$28.22 - $33.71 $28.2 - $33.7
1 $32K
SAMG
Silvercrest Asset Management Group Inc.

Financial Services
2
New
$15.67 - $16.99 $31.3 - $34
2 $32K
NKSH
National Bankshares Inc

Financial Services
1
+ 100.0%
$27.11 - $31.6 $27.1 - $31.6
2 $59K
Brightspring Health Svcs Inc
1
New
N/A
1 $30K
LOCO
El Pollo Loco Holdings, Inc.

Consumer Cyclical
3
New
$9.7 - $11.47 $29.1 - $34.4
3 $30K
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
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