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
RPM
Rpm International Inc

Basic Materials
8
+ 57.14%
$114.03 - $128.31 $912 - $1.03K
22 $2.55M
CSGS
Csg Systems International Inc

Technology
8
+ 22.22%
$49.81 - $66.73 $398 - $534
44 $2.66M
PANL
Pangaea Logistics Solutions Ltd.

Industrials
206
+ 76.01%
$4.75 - $5.7 $979 - $1.17K
477 $2.27M
CHT
Chunghwa Telecom CO LTD

Communication Services
18
+ 27.27%
$36.78 - $39.46 $662 - $710
84 $3.29M
UPWK
Upwork, Inc

Industrials
81
+ 105.19%
$12.34 - $17.44 $1K - $1.41K
158 $2.06M
SANA
Sana Biotechnology, Inc.

Healthcare
458
+ 73.16%
$1.65 - $4.3 $756 - $1.97K
1.08K $1.82M
LMB
Limbach Holdings, Inc.

Industrials
11
+ 366.67%
$68.92 - $104.65 $758 - $1.15K
14 $1.04M
RIO
Rio Tinto PLC

Basic Materials
12
+ 24.0%
$58.19 - $64.29 $698 - $771
62 $3.73M
REVG
Rev Group, Inc.

Industrials
25
+ 119.05%
$27.3 - $35.58 $683 - $890
46 $1.45M
LPX
Louisiana Pacific Corp

Industrials
9
+ 225.0%
$89.37 - $118.15 $804 - $1.06K
13 $1.2M
NDSN
Nordson Corp

Industrials
4
+ 100.0%
$200.12 - $224.07 $800 - $896
8 $1.61M
Gsk PLC
7
+ 7.22%
N/A
104 $4.03M
UWMC
Uwm Holdings Corp

Financial Services
149
+ 83.24%
$5.43 - $6.63 $809 - $988
328 $1.79M
AES
Aes Corp

Utilities
60
+ 285.71%
$9.93 - $13.23 $596 - $794
81 $1.01M
DLR
Digital Realty Trust, Inc.

Real Estate
6
+ 150.0%
$142.1 - $183.56 $853 - $1.1K
10 $1.4M
PTC
Ptc Inc.

Technology
6
+ 85.71%
$153.3 - $193.48 $920 - $1.16K
13 $2.02M
AROC
Archrock, Inc.

Energy
11
+ 3.57%
$22.72 - $30.34 $250 - $334
319 $8.37M
PSMT
Pricesmart Inc

Consumer Defensive
8
+ 800.0%
$82.4 - $94.86 $659 - $759
9 $791K
GOLD
Barrick Gold Corp

Basic Materials
21
+ 29.17%
$15.45 - $19.56 $324 - $411
93 $1.81M
ICE
Intercontinental Exchange, Inc.

Financial Services
3
+ 42.86%
$142.8 - $176.36 $428 - $529
10 $1.72M
CVNA
Carvana Co.

Consumer Cyclical
3
+ 60.0%
$166.52 - $285.33 $500 - $856
8 $1.67M
ADPT
Adaptive Biotechnologies Corp

Healthcare
49
+ 25.13%
$6.07 - $8.66 $297 - $424
244 $1.81M
ITOS
I Teos Therapeutics, Inc.

Healthcare
120
+ 266.67%
$5.97 - $8.15 $716 - $978
165 $986K
TXN
Texas Instruments Inc

Technology
7
+ 8.86%
N/A
86 $15.5M
PKX
Posco Holdings Inc.

Basic Materials
11
+ 44.0%
$39.82 - $55.32 $438 - $609
36 $1.71M
RGNX
Regenxbio Inc.

Healthcare
89
+ 556.25%
$5.92 - $8.7 $527 - $774
105 $751K
ADI
Analog Devices Inc

Technology
4
+ 23.53%
$201.56 - $243.82 $806 - $975
21 $4.29M
WSBF
Waterstone Financial, Inc.

Financial Services
46
+ 82.14%
$12.11 - $14.75 $557 - $679
102 $1.37M
ALRM
Alarm.Com Holdings, Inc.

Technology
11
+ 1100.0%
$55.65 - $63.82 $612 - $702
12 $668K
Smurfit Westrock PLC
15
+ 166.67%
N/A
24 $1.08M
DY
Dycom Industries Inc

Industrials
4
+ 400.0%
$136.75 - $200.56 $547 - $802
5 $762K
FDX
Fedex Corp

Industrials
5
+ 29.41%
$230.33 - $281.53 $1.15K - $1.41K
22 $5.4M
ATGE
Adtalem Global Education Inc.

Consumer Defensive
4
+ 23.53%
$89.88 - $110.11 $360 - $440
21 $2.11M
CARR
Carrier Global Corp

Industrials
12
+ 30.0%
$62.07 - $70.55 $745 - $847
52 $3.28M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
5
+ 27.78%
$203.38 - $274.79 $1.02K - $1.37K
23 $4.79M
OZK
Bank Ozk

Financial Services
28
+ 4.6%
$41.71 - $53.1 $1.17K - $1.49K
637 $27.7M
LYV
Live Nation Entertainment, Inc.

Communication Services
4
+ 33.33%
$115.79 - $154.66 $463 - $619
16 $2.09M
MTCH
Match Group, Inc.

Communication Services
20
+ 34.48%
$30.08 - $36.47 $602 - $729
78 $2.43M
K
Kellogg CO

Consumer Defensive
6
+ 25.0%
$81.06 - $82.9 $486 - $497
30 $2.48M
PODD
Insulet Corp

Healthcare
2
+ 66.67%
$237.06 - $288.29 $474 - $577
5 $1.31M
PFBC
Preferred Bank

Financial Services
9
+ 10.71%
$81.03 - $93.15 $729 - $838
93 $7.78M
CNP
Centerpoint Energy Inc

Utilities
10
+ 27.78%
$30.87 - $36.25 $309 - $363
46 $1.67M
IIIN
Insteel Industries Inc

Industrials
24
+ 14.2%
$24.04 - $31.45 $577 - $755
193 $5.08M
NVRO
Nevro Corp

Healthcare
56
+ 70.89%
$3.29 - $5.85 $184 - $328
135 $789K
CENTA
Central Garden & Pet Company C

Consumer Defensive
15
+ 125.0%
$29.86 - $34.19 $448 - $513
27 $884K
Cooper Cos Inc
7
+ 50.0%
N/A
21 $1.77M
BASE
Couchbase, Inc.

Technology
29
+ 18.13%
$13.17 - $19.14 $382 - $555
189 $2.98M
SRI
Stoneridge Inc

Consumer Cyclical
103
+ 10300.0%
$4.17 - $6.06 $430 - $624
104 $478K
NOV
Nov Inc.

Energy
19
+ 6.91%
$13.99 - $16.43 $266 - $312
294 $4.48M
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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