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
Super Micro Computer Inc
6
+ 120.0%
N/A
11 $377K
ECVT
Ecovyst Inc.

Basic Materials
38
+ 422.22%
$6.2 - $8.42 $236 - $320
47 $292K
OIS
Oil States International, Inc

Energy
43
+ 268.75%
$4.7 - $5.74 $202 - $247
59 $304K
MG
Mistras Group, Inc.

Industrials
4
+ 3.42%
$8.88 - $10.83 $35.5 - $43.3
121 $1.28M
HRMY
Harmony Biosciences Holdings, Inc.

Healthcare
7
+ 41.18%
$32.18 - $40.46 $225 - $283
24 $797K
WMS
Advanced Drainage Systems, Inc.

Industrials
2
+ 100.0%
$105.29 - $126.99 $211 - $254
4 $435K
BORR
Borr Drilling LTD

Energy
104
+ 650.0%
$2.13 - $4.06 $222 - $422
120 $263K
IP
International Paper CO

Consumer Cyclical
4
+ 13.79%
$49.38 - $60.09 $198 - $240
33 $1.76M
TRC
Tejon Ranch CO

Industrials
12
+ 38.71%
$15.02 - $16.47 $180 - $198
43 $682K
FND
Floor & Decor Holdings, Inc.

Consumer Cyclical
4
+ 57.14%
$80.4 - $106.5 $322 - $426
11 $886K
RRX
Regal Rexnord Corp

Industrials
2
+ 200.0%
$113.85 - $167.1 $228 - $334
3 $342K
Alerus Finl Corp
11
+ 52.38%
N/A
32 $591K
ZG
Zillow Group, Inc.

Communication Services
3
+ 75.0%
$66.41 - $85.29 $199 - $256
7 $469K
DVA
Davita Inc.

Healthcare
1
+ 11.11%
$140.0 - $177.35 $140 - $177
10 $1.53M
EBR
Brazilian Electric Power CO

Utilities
17
+ 37.78%
$5.56 - $7.41 $94.5 - $126
62 $441K
FMX
Mexican Economic Development Inc

Consumer Defensive
1
+ 14.29%
$81.23 - $100.59 $81.2 - $101
8 $781K
QIPT
Quipt Home Medical Corp.

Healthcare
108
+ 105.88%
$2.28 - $3.26 $246 - $352
210 $490K
Knife River Corp
4
+ 25.0%
N/A
20 $1.81M
CHCT
Community Healthcare Trust Inc

Real Estate
11
+ 47.83%
$17.91 - $20.4 $197 - $224
34 $618K
ASML
Asml Holding Nv

Technology
1
+ 6.25%
$662.63 - $776.99 $663 - $777
17 $11.3M
HQY
Healthequity, Inc.

Healthcare
2
+ 200.0%
$84.32 - $114.51 $169 - $229
3 $266K
Ge Vernova Inc
11
+ 8.15%
N/A
146 $44.6M
IDA
Idacorp Inc

Utilities
1
+ 16.67%
$105.58 - $119.04 $106 - $119
7 $814K
AKAM
Akamai Technologies Inc

Technology
4
+ 36.36%
N/A
15 $1.21M
ASX
Ase Technology Holding Co., Ltd.

Technology
64
+ 20.45%
$8.76 - $11.36 $561 - $727
377 $3.3M
KELYA
Kelly Services Inc

Industrials
16
+ 20.25%
$12.87 - $14.67 $206 - $235
95 $1.25M
AEYE
Audioeye Inc

Technology
32
+ 62.75%
$10.97 - $20.27 $351 - $649
83 $922K
HOLX
Hologic Inc

Healthcare
5
+ 31.25%
$60.7 - $73.77 $304 - $369
21 $1.3M
CX
Cemex Sab De Cv

Basic Materials
26
+ 29.21%
$5.36 - $6.78 $139 - $176
115 $646K
HBB
Hamilton Beach Brands Holding CO

Consumer Cyclical
4
+ 16.0%
$15.51 - $20.31 $62 - $81.2
29 $564K
H
Hyatt Hotels Corp

Consumer Cyclical
2
+ 66.67%
$120.83 - $166.34 $242 - $333
5 $613K
BZH
Beazer Homes Usa Inc

Consumer Cyclical
8
+ 266.67%
$20.27 - $28.57 $162 - $229
11 $225K
DIN
Dine Brands Global, Inc.

Consumer Cyclical
8
+ 114.29%
$23.27 - $31.93 $186 - $255
15 $350K
AGO
Assured Guaranty LTD

Financial Services
13
+ 2.46%
$82.9 - $95.47 $1.08K - $1.24K
542 $47.8M
HMC
Honda Motor CO LTD

Consumer Cyclical
9
+ 11.54%
$26.9 - $30.41 $242 - $274
87 $2.36M
HLLY
Holley Inc.

Consumer Cyclical
52
+ 1733.33%
$2.4 - $3.18 $125 - $165
55 $142K
JAZZ
Jazz Pharmaceuticals PLC

Healthcare
1
+ 14.29%
$120.07 - $144.17 $120 - $144
8 $994K
REFI
Chicago Atlantic Real Estate Finance, Inc.

Real Estate
9
+ 150.0%
$14.7 - $16.24 $132 - $146
15 $221K
Ferrovial Se
2
+ 15.38%
N/A
15 $674K
ACCO
Acco Brands Corp

Industrials
45
+ 73.77%
$4.19 - $5.65 $189 - $254
106 $445K
GWRS
Global Water Resources, Inc.

Utilities
17
+ 39.53%
$10.08 - $12.2 $171 - $207
60 $619K
SG
Sweetgreen, Inc.

Consumer Cyclical
6
+ 150.0%
$21.47 - $34.94 $129 - $210
10 $251K
TRUP
Trupanion, Inc.

Financial Services
4
+ 133.33%
$32.4 - $49.87 $130 - $199
7 $261K
MOV
Movado Group Inc

Consumer Cyclical
9
+ 75.0%
$16.72 - $20.24 $150 - $182
21 $352K
STN
Stantec Inc

Industrials
1
+ 14.29%
$74.62 - $89.33 $74.6 - $89.3
8 $663K
GLRE
Greenlight Capital Re, Ltd.

Financial Services
9
+ 33.33%
$12.85 - $14.13 $116 - $127
36 $488K
WINA
Winmark Corp

Consumer Cyclical
2
+ 28.57%
$304.11 - $396.66 $608 - $793
9 $2.86M
DCOM
Dime Community Bancshares, Inc.

Financial Services
4
+ 400.0%
$27.05 - $33.89 $108 - $136
5 $140K
COCO
Vita Coco Company, Inc.

Consumer Defensive
6
+ 50.0%
$29.85 - $40.3 $179 - $242
18 $552K
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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