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
PBR
Petrobras Petroleo Brasileiro Sa

Energy
15
+ 9.15%
$12.61 - $14.92 $189 - $224
179 $2.57M
III
Information Services Group Inc.

Technology
97
+ 81.51%
$2.98 - $4.0 $289 - $388
216 $845K
CMCL
Caledonia Mining Corp PLC

Basic Materials
14
+ 15.91%
$9.09 - $12.49 $127 - $175
102 $1.27M
EBAY
Ebay Inc

Consumer Cyclical
3
+ 7.5%
$61.61 - $70.93 $185 - $213
43 $2.89M
E
Eni Spa

Energy
3
+ 3.3%
$27.51 - $31.47 $82.5 - $94.4
94 $2.91M
AIZ
Assurant, Inc.

Financial Services
4
+ 3.17%
$198.92 - $218.67 $796 - $875
130 $27.3M
IEX
Idex Corp

Industrials
3
+ 60.0%
$178.23 - $224.31 $535 - $673
8 $1.45M
PBRA
Petroleo Bras Ads (Ea Reptg 2
12
+ 5.94%
N/A
214 $2.79M
ODFL
Old Dominion Freight Line, Inc.

Industrials
3
+ 30.0%
$161.13 - $209.29 $483 - $628
13 $2.15M
ATLO
Ames National Corp

Financial Services
20
+ 60.61%
$16.11 - $18.81 $322 - $376
53 $929K
PAAS
Pan American Silver Corp

Basic Materials
9
+ 33.33%
$20.61 - $26.7 $185 - $240
36 $930K
FLNC
Fluence Energy, Inc.

Utilities
97
+ 1212.5%
$4.85 - $17.66 $470 - $1.71K
105 $510K
DHI
Horton D R Inc

Consumer Cyclical
5
+ 23.81%
$125.29 - $147.65 $626 - $738
26 $3.26M
F
Ford Motor CO

Consumer Cyclical
33
+ 11.7%
$9.12 - $10.43 $301 - $344
315 $3.16M
SNAP
Snap Inc

Communication Services
50
+ 119.05%
$8.37 - $12.57 $418 - $629
92 $802K
PBYI
Puma Biotechnology, Inc.

Healthcare
118
+ 491.67%
$2.76 - $3.88 $326 - $458
142 $421K
BLBD
Blue Bird Corp

Consumer Cyclical
14
+ 82.35%
$32.37 - $42.39 $453 - $593
31 $1M
BURL
Burlington Stores, Inc.

Consumer Cyclical
3
+ 37.5%
$228.41 - $293.71 $685 - $881
11 $2.62M
AGI
Alamos Gold Inc

Basic Materials
4
+ 14.29%
$18.69 - $26.74 $74.8 - $107
32 $856K
Amalgamated Financial Corp
17
+ 53.13%
N/A
49 $1.41M
PBA
Pembina Pipeline Corp

Energy
6
+ 23.08%
$35.13 - $40.12 $211 - $241
32 $1.28M
CRS
Carpenter Technology Corp

Industrials
1
+ 8.33%
$172.39 - $212.53 $172 - $213
13 $2.36M
NTR
Nutrien Ltd.

Basic Materials
4
+ 16.67%
$45.28 - $53.84 $181 - $215
28 $1.39M
BX
Blackstone Inc.

Financial Services
4
+ 57.14%
$136.53 - $186.74 $546 - $747
11 $1.6M
SFIX
Stitch Fix, Inc.

Consumer Cyclical
176
+ 71.84%
$3.25 - $5.47 $572 - $963
421 $1.37M
Canadian Pacific Kansas City
5
+ 22.73%
N/A
27 $1.9M
Atmus Filtration Technologie
26
+ 9.74%
N/A
293 $10.8M
UHT
Universal Health Realty Income Trust

Real Estate
6
+ 46.15%
$35.13 - $42.02 $211 - $252
19 $779K
ALEC
Alector, Inc.

Healthcare
349
+ 171.92%
$1.23 - $2.06 $429 - $719
552 $679K
ADMA
Adma Biologics, Inc.

Healthcare
13
+ 92.86%
$15.44 - $20.61 $201 - $268
27 $536K
ADTN
Adtran Inc

Technology
28
+ 25.0%
$8.49 - $11.83 $238 - $331
140 $1.22M
Disc Medicine Inc
6
+ 600.0%
N/A
7 $348K
CASS
Cass Information Systems Inc

Industrials
5
+ 18.52%
$38.87 - $45.08 $194 - $225
32 $1.38M
HIMS
Hims & Hers Health, Inc.

Consumer Defensive
4
+ 13.33%
$25.2 - $68.74 $101 - $275
34 $1.01M
WETF
Wisdom Tree Investments, Inc.

Financial Services
32
+ 640.0%
N/A
37 $331K
PBFS
Pioneer Bancorp, Inc.

Financial Services
23
+ 85.19%
$10.84 - $12.04 $249 - $277
50 $586K
CDAY
Ceridian Hcm Holding Inc.

Technology
5
+ 250.0%
N/A
7 $409K
STAA
Staar Surgical CO

Healthcare
16
+ 533.33%
$15.35 - $24.99 $246 - $400
19 $335K
DC
Dakota Gold Corp.

Basic Materials
34
+ 8.92%
$2.22 - $3.42 $75.5 - $116
415 $1.1M
ATI
Allegheny Technologies Inc

Industrials
5
+ 500.0%
$50.0 - $65.86 $250 - $329
6 $313K
Labcorp Holdings Inc
1
+ 16.67%
N/A
7 $1.63M
REI
Ring Energy, Inc.

Energy
219
+ 10950.0%
$1.09 - $1.51 $239 - $331
221 $255K
GMAB
Genmab A/S

Healthcare
14
+ 77.78%
$18.69 - $24.14 $262 - $338
32 $627K
DXPE
Dxp Enterprises Inc

Industrials
3
+ 50.0%
$76.67 - $107.03 $230 - $321
9 $741K
Liberty Media Corp Del
3
+ 150.0%
N/A
5 $408K
ENB
Enbridge Inc

Energy
2
+ 2.53%
$41.54 - $45.45 $83.1 - $90.9
81 $3.59M
INMD
In Mode Ltd.

Healthcare
13
+ 185.71%
$15.9 - $19.4 $207 - $252
20 $355K
FYBR
Frontier Communications Parent, Inc.

Communication Services
6
+ 37.5%
$34.83 - $36.05 $209 - $216
22 $789K
Teekay Corporation LTD
35
+ 583.33%
N/A
41 $270K
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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