True Wealth Design, LLC Incresed Positions in Q1 2025

True Wealth Design, LLC

  • $263 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
CHTR
Charter Communications, Inc.

Communication Services
4
+ 66.67%
$334.89 - $384.77 $1.34K - $1.54K
10 $3.83M
BHE
Benchmark Electronics Inc

Technology
49
+ 158.06%
$37.74 - $48.97 $1.85K - $2.4K
80 $3.04M
WSO
Watsco Inc

Industrials
3
+ 100.0%
$463.86 - $530.75 $1.39K - $1.59K
6 $3.05M
AEM
Agnico Eagle Mines LTD

Basic Materials
9
+ 42.86%
$79.66 - $108.41 $717 - $976
30 $3.25M
VVV
Valvoline Inc

Energy
46
+ 4600.0%
$34.44 - $40.19 $1.58K - $1.85K
47 $1.64M
TDY
Teledyne Technologies Inc

Technology
3
+ 100.0%
$455.51 - $518.84 $1.37K - $1.56K
6 $2.99M
DOX
Amdocs LTD

Technology
17
+ 340.0%
$82.21 - $92.02 $1.4K - $1.56K
22 $2.01M
DD
Du Pont De Nemours, Inc.

Basic Materials
23
+ 25.84%
$72.7 - $84.32 $1.67K - $1.94K
112 $8.37M
CDE
Coeur Mining, Inc.

Basic Materials
265
+ 716.22%
$5.02 - $7.29 $1.33K - $1.93K
302 $1.79M
SWKS
Skyworks Solutions, Inc.

Technology
28
+ 280.0%
$64.12 - $93.96 $1.8K - $2.63K
38 $2.46M
CSL
Carlisle Companies Inc

Industrials
5
+ 100.0%
$326.43 - $408.24 $1.63K - $2.04K
10 $3.41M
ACAD
Acadia Pharmaceuticals Inc

Healthcare
100
+ 161.29%
$16.61 - $20.29 $1.66K - $2.03K
162 $2.69M
FFIC
Flushing Financial Corp

Financial Services
126
+ 268.09%
$12.7 - $15.14 $1.6K - $1.91K
173 $2.2M
SPB
Spectrum Brands Holdings, Inc.

Consumer Defensive
24
+ 150.0%
$69.67 - $86.15 $1.67K - $2.07K
40 $2.86M
ANSS
Ansys Inc

Technology
5
+ 125.0%
$316.56 - $360.36 $1.58K - $1.8K
9 $2.97M
EQIX
Equinix Inc

Real Estate
2
+ 200.0%
$803.0 - $959.97 $1.61K - $1.92K
3 $2.53M
MBIN
Merchants Bancorp

Financial Services
39
+ 61.9%
$34.75 - $43.49 $1.36K - $1.7K
102 $3.77M
PB
Prosperity Bancshares Inc

Financial Services
35
+ 13.62%
$69.3 - $80.69 $2.43K - $2.82K
292 $20.8M
WRBY
Warby Parker Inc.

Healthcare
115
+ 109.52%
$17.82 - $28.42 $2.05K - $3.27K
220 $4.01M
AA
Alcoa Corp

Basic Materials
48
+ 1200.0%
$30.5 - $39.53 $1.46K - $1.9K
52 $1.59M
ORGO
Organogenesis Holdings Inc.

Healthcare
4
+ 0.32%
$2.89 - $6.21 $11.6 - $24.8
1.27K $5.48M
EDIT
Editas Medicine, Inc.

Healthcare
1.25K
+ 363.27%
$1.14 - $3.2 $1.42K - $3.99K
1.59K $1.84M
COMP
Compass, Inc.

Technology
153
+ 695.45%
$5.35 - $10.24 $819 - $1.57K
175 $1.53M
JOE
St Joe CO

Real Estate
29
+ 414.29%
$43.61 - $49.45 $1.26K - $1.43K
36 $1.69M
TECH
Bio Techne Corp

Healthcare
25
+ 312.5%
$58.47 - $78.75 $1.46K - $1.97K
33 $1.94M
DRS
Leonardo Drs, Inc.
40
+ 74.07%
N/A
94 $3.09M
AVTR
Avantor, Inc.

Basic Materials
94
+ 254.05%
$15.5 - $22.57 $1.46K - $2.12K
131 $2.12M
ITT
Itt Inc.

Industrials
16
+ 29.63%
$128.71 - $153.88 $2.06K - $2.46K
70 $9.04M
ACCD
Accolade, Inc.

Healthcare
164
+ 328.0%
$3.35 - $7.01 $549 - $1.15K
214 $1.49M
JAMF
Jamf Holding Corp.

Technology
108
+ 5400.0%
$12.15 - $15.96 $1.31K - $1.72K
110 $1.34M
IDXX
Idexx Laboratories Inc

Healthcare
3
+ 42.86%
$406.29 - $469.04 $1.22K - $1.41K
10 $4.32M
ALDX
Aldeyra Therapeutics, Inc.

Healthcare
223
+ 1115.0%
$4.7 - $6.98 $1.05K - $1.56K
243 $1.4M
DLTR
Dollar Tree, Inc.

Consumer Defensive
17
+ 26.98%
$61.92 - $76.95 $1.05K - $1.31K
80 $6.01M
OPK
Opko Health, Inc.

Healthcare
772
+ 9650.0%
$1.45 - $1.94 $1.12K - $1.5K
780 $1.3M
AJG
Arthur J. Gallagher & Co.

Financial Services
3
+ 75.0%
$275.89 - $345.24 $828 - $1.04K
7 $2.3M
LTH
Life Time Group Holdings, Inc.

Consumer Cyclical
12
+ 10.81%
$22.39 - $33.23 $269 - $399
123 $3.72M
EYE
National Vision Holdings, Inc.

Consumer Cyclical
1
+ 0.19%
$10.52 - $13.61 $10.5 - $13.6
520 $6.65M
APP
App Lovin Corp

Technology
10
+ 41.67%
$238.08 - $510.13 $2.38K - $5.1K
34 $9.01M
WCN
Waste Connections, Inc.

Industrials
5
+ 50.0%
$169.89 - $195.19 $849 - $976
15 $2.93M
ZEUS
Olympic Steel Inc

Basic Materials
43
+ 37.39%
$30.8 - $37.88 $1.32K - $1.63K
158 $4.98M
STX
Seagate Technology Holdings PLC

Technology
14
+ 116.67%
$84.92 - $108.42 $1.19K - $1.52K
26 $2.21M
Ge Healthcare Technologies I
12
+ 16.67%
N/A
84 $6.77M
QNST
Quinstreet, Inc

Communication Services
67
+ 670.0%
$17.0 - $25.17 $1.14K - $1.69K
77 $1.37M
OSPN
One Span Inc.

Technology
74
+ 2466.67%
$15.25 - $20.23 $1.13K - $1.5K
77 $1.18M
INTU
Intuit Inc

Technology
2
+ 25.0%
$555.63 - $630.23 $1.11K - $1.26K
10 $5.88M
MSI
Motorola Solutions, Inc.

Technology
3
+ 37.5%
$411.73 - $482.1 $1.24K - $1.45K
11 $4.87M
SNDX
Syndax Pharmaceuticals Inc

Healthcare
90
+ 1285.71%
$12.29 - $16.38 $1.11K - $1.47K
97 $1.19M
MRNA
Moderna, Inc.

Healthcare
41
+ 820.0%
$28.35 - $47.53 $1.16K - $1.95K
46 $1.31M
Rb Global Inc
10
+ 111.11%
N/A
19 $1.91M
Activity Summary
Buys All Purchases 2154 New Holdings 1347 Increased Positions 807 Sells All Sells 381 Reductions 381 Sold out 0 Options Calls 0 Puts 0
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