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
LAKE
Lakeland Industries Inc

Consumer Cyclical
2
New
$13.35 - $15.5 $26.7 - $31
2 $30K
NREF
Nex Point Real Estate Finance, Inc.

Real Estate
2
+ 66.67%
$13.63 - $15.56 $27.3 - $31.1
5 $71K
Orchid Is Cap Inc
4
New
N/A
4 $29K
LWAY
Lifeway Foods, Inc.

Consumer Defensive
1
New
$24.41 - $33.82 $24.4 - $33.8
1 $28K
NGS
Natural Gas Services Group Inc

Energy
1
New
$23.29 - $28.78 $23.3 - $28.8
1 $28K
TCMD
Tactile Systems Technology Inc

Healthcare
2
New
$9.52 - $14.17 $19 - $28.3
2 $28K
LARK
Landmark Bancorp Inc

Financial Services
1
New
$24.38 - $28.25 $24.4 - $28.3
1 $27K
UNB
Union Bankshares Inc

Financial Services
1
New
$24.86 - $28.81 $24.9 - $28.8
1 $25K
ELA
Envela Corp

Consumer Cyclical
3
New
$5.42 - $8.1 $16.3 - $24.3
3 $24K
Lucid Group Inc
1
New
N/A
1 $24K
AMBP
Ardagh Metal Packaging S.A.

Consumer Cyclical
17
+ 10.83%
$3.51 - $4.74 $59.7 - $80.6
174 $695K
CSTL
Castle Biosciences Inc

Healthcare
1
New
$14.65 - $24.65 $14.7 - $24.7
1 $23K
REFI
Chicago Atlantic Real Estate Finance, Inc.

Real Estate
3
+ 23.08%
$12.77 - $14.42 $38.3 - $43.3
16 $205K
Hanover Bancorp Inc
1
New
N/A
1 $23K
RCEL
Avita Medical, Inc.

Healthcare
4
New
$4.17 - $6.76 $16.7 - $27
4 $21K
VOXCF
Vox Royalty Corp.
4
New
N/A
4 $18K
ACEL
Accel Entertainment, Inc.

Consumer Cyclical
4
+ 10.53%
$10.5 - $12.99 $42 - $52
42 $465K
WHG
Westwood Holdings Group Inc

Financial Services
1
New
$15.37 - $18.76 $15.4 - $18.8
1 $17K
BRT
Brt Apartments Corp.

Real Estate
1
New
$14.52 - $16.55 $14.5 - $16.6
1 $16K
ECBK
Ecb Bancorp, Inc.

Financial Services
1
New
$15.37 - $17.22 $15.4 - $17.2
1 $16K
SWIM
Latham Group, Inc.

Industrials
2
New
$6.15 - $8.25 $12.3 - $16.5
2 $16K
Solo Brands Inc
1
New
N/A
1 $16K
Richmond Mut Bancorporation
1
New
N/A
1 $15K
ESCA
Escalade Inc

Consumer Cyclical
2
+ 25.0%
$11.78 - $14.98 $23.6 - $30
10 $126K
Logistic Properties Of The A
3
New
N/A
3 $14K
TTEC
Ttec Holdings, Inc.

Technology
4
New
$2.71 - $5.45 $10.8 - $21.8
4 $14K
YEXT
Yext, Inc.

Technology
1
+ 0.42%
$7.73 - $9.16 $7.73 - $9.16
237 $2.02M
Ispire Technology Inc
5
+ 11.36%
N/A
49 $126K
Synchronoss Technologies Inc
2
New
N/A
2 $13K
PINE
Alpine Income Property Trust, Inc.

Real Estate
1
+ 20.0%
$13.96 - $15.47 $14 - $15.5
6 $86K
ATNI
Atn International, Inc.

Communication Services
1
+ 50.0%
$14.97 - $18.73 $15 - $18.7
3 $45K
DCTH
Delcath Systems, Inc.

Healthcare
1
New
$10.01 - $12.76 $10 - $12.8
1 $11K
HQI
Hire Quest, Inc.

Industrials
1
New
$9.12 - $10.53 $9.12 - $10.5
1 $10K
Southland Hldgs Inc
1
+ 1.96%
N/A
52 $224K
AOUT
American Outdoor Brands, Inc.

Consumer Cyclical
1
New
$8.35 - $10.69 $8.35 - $10.7
1 $9K
SNFCA
Security National Financial Corp

Financial Services
1
New
$8.35 - $10.41 $8.35 - $10.4
1 $9K
Atlantic Intl Corp
2
New
N/A
2 $7K
LFT
Lument Finance Trust, Inc.

Real Estate
3
New
$2.02 - $2.41 $6.06 - $7.23
3 $7K
Verde Clean Fuels Inc
2
+ 200.0%
N/A
3 $10K
FSP
Franklin Street Properties Corp

Real Estate
3
+ 300.0%
$1.56 - $1.78 $4.68 - $5.34
4 $7K
Mobile Infrastructure Corp
1
New
N/A
1 $4K
TG
Tredegar Corp

Industrials
1
+ 11.11%
$7.19 - $9.3 $7.19 - $9.3
10 $81K
Waldencast PLC
1
+ 25.0%
N/A
5 $10K
ENPH
Enphase Energy, Inc.

Technology
0
New
$30.11 - $42.97 $0 - $0
0 $5K
Qiagen Nv
7
+ 7.45%
N/A
101 $4.51M
TRC
Tejon Ranch CO

Industrials
2
+ 4.35%
$15.97 - $19.27 $31.9 - $38.5
48 $768K
Kenvue Inc
46
+ 27.38%
N/A
214 $3.47M
SMG
Scotts Miracle Gro CO

Basic Materials
17
+ 15.04%
$55.82 - $70.08 $949 - $1.19K
130 $7.4M
SMPL
Simply Good Foods CO

Consumer Defensive
1
+ 9.09%
$24.59 - $34.05 $24.6 - $34.1
12 $298K
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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