True Wealth Design, LLC Incresed Positions in Q3 2025

True Wealth Design, LLC

  • $327 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
DPZ
Dominos Pizza Inc

Consumer Cyclical
12
+ 14.63%
$422.75 - $485.53 $5.07K - $5.83K
94 $40.6M
FMX
Mexican Economic Development Inc

Consumer Defensive
37
+ 528.57%
$83.67 - $106.19 $3.1K - $3.93K
44 $4.34M
RGNX
Regenxbio Inc.

Healthcare
362
+ 489.19%
$7.46 - $9.89 $2.7K - $3.58K
436 $4.21M
APPN
Appian Corp

Technology
117
+ 1950.0%
$26.95 - $33.69 $3.15K - $3.94K
123 $3.76M
AMG
Affiliated Managers Group, Inc.

Financial Services
13
+ 130.0%
$198.72 - $244.34 $2.58K - $3.18K
23 $5.53M
FHN
First Horizon Corp

Financial Services
4
+ 0.16%
$21.16 - $23.23 $84.6 - $92.9
2.45K $55.4M
DOCS
Doximity, Inc.

Healthcare
44
+ 183.33%
$57.33 - $75.12 $2.52K - $3.31K
68 $4.98M
GRNT
Granite Ridge Resources, Inc.
635
+ 3968.75%
$4.79 - $6.34 $3.04K - $4.03K
651 $3.52M
WRB
Berkley W R Corp

Financial Services
38
+ 23.75%
$67.78 - $76.62 $2.58K - $2.91K
198 $15.2M
NSP
Insperity, Inc.

Industrials
84
+ 125.37%
$45.07 - $62.06 $3.79K - $5.21K
151 $7.43M
TPH
Tri Pointe Homes, Inc.

Consumer Cyclical
65
+ 11.11%
$30.8 - $37.14 $2K - $2.41K
650 $22.1M
SITE
Site One Landscape Supply, Inc.

Industrials
26
+ 520.0%
$121.97 - $152.97 $3.17K - $3.98K
31 $3.99M
KTOS
Kratos Defense & Security Solutions, Inc.

Industrials
14
+ 30.43%
$43.07 - $91.37 $603 - $1.28K
60 $5.51M
RACE
Ferrari N.V.

Consumer Cyclical
7
+ 100.0%
$436.24 - $517.65 $3.05K - $3.62K
14 $6.79M
TROW
Price T Rowe Group Inc

Financial Services
29
+ 46.77%
$98.67 - $111.52 $2.86K - $3.23K
91 $9.31M
SEIC
Sei Investments CO

Financial Services
42
+ 100.0%
$84.85 - $93.8 $3.56K - $3.94K
84 $7.13M
MTRN
Materion Corp

Basic Materials
27
+ 1350.0%
$80.72 - $122.12 $2.18K - $3.3K
29 $3.5M
ARLO
Arlo Technologies, Inc.

Industrials
194
+ 843.48%
$15.72 - $18.54 $3.05K - $3.6K
217 $3.68M
HCSG
Healthcare Services Group Inc

Healthcare
194
+ 19400.0%
$12.69 - $16.83 $2.46K - $3.27K
195 $3.28M
GPC
Genuine Parts CO

Consumer Cyclical
19
+ 54.29%
$122.23 - $142.77 $2.32K - $2.71K
54 $7.49M
CUBE
Cube Smart

Real Estate
111
+ 15.99%
$38.71 - $43.34 $4.3K - $4.81K
805 $32.7M
ALLY
Ally Financial Inc.

Financial Services
81
+ 122.73%
$36.95 - $44.58 $2.99K - $3.61K
147 $5.76M
KELYA
Kelly Services Inc

Industrials
221
+ 108.87%
$12.07 - $14.64 $2.67K - $3.24K
424 $5.56M
URI
United Rentals, Inc.

Industrials
1
+ 9.09%
$774.14 - $975.23 $774 - $975
12 $11.5M
ALHC
Alignment Healthcare, Inc.

Healthcare
176
+ 880.0%
$11.64 - $17.53 $2.05K - $3.09K
196 $3.42M
STN
Stantec Inc

Industrials
29
+ 322.22%
$105.75 - $112.26 $3.07K - $3.26K
38 $4.1M
Thomson Reuters Corp
22
+ 314.29%
N/A
29 $4.51M
HXL
Hexcel Corp

Industrials
49
+ 2450.0%
$57.15 - $64.88 $2.8K - $3.18K
51 $3.2M
LAD
Lithia Motors Inc

Consumer Cyclical
10
+ 250.0%
$284.47 - $356.6 $2.84K - $3.57K
14 $4.42M
MAA
Mid America Apartment Communities Inc.

Real Estate
26
+ 38.24%
$138.38 - $153.2 $3.6K - $3.98K
94 $13.1M
MGRC
Mcgrath Rentcorp

Industrials
25
+ 43.86%
$113.6 - $127.77 $2.84K - $3.19K
82 $9.62M
ACCO
Acco Brands Corp

Industrials
703
+ 158.69%
$3.44 - $4.2 $2.42K - $2.95K
1.15K $4.57M
EAT
Brinker International, Inc

Consumer Cyclical
24
+ 2400.0%
$126.68 - $184.02 $3.04K - $4.42K
25 $3.17M
SDRL
Seadrill Limited

Energy
14
+ 2.17%
N/A
660 $19.9M
SNDX
Syndax Pharmaceuticals Inc

Healthcare
184
+ 736.0%
$8.73 - $17.04 $1.61K - $3.14K
209 $3.22M
NTCT
Netscout Systems Inc

Technology
88
+ 12.7%
$20.77 - $26.06 $1.83K - $2.29K
781 $20.2M
NTB
Bank Of N.T. Butterfield & Son LTD

Financial Services
73
+ 58.4%
$42.9 - $46.83 $3.13K - $3.42K
198 $8.5M
TPC
Tutor Perini Corp

Industrials
38
+ 158.33%
$45.65 - $66.81 $1.73K - $2.54K
62 $4.07M
NXPI
Nxp Semiconductors N.V.

Technology
5
+ 2.56%
$205.16 - $239.07 $1.03K - $1.2K
200 $45.5M
OGE
Oge Energy Corp.

Utilities
62
+ 172.22%
$43.46 - $46.27 $2.69K - $2.87K
98 $4.54M
AIZ
Assurant, Inc.

Financial Services
13
+ 1300.0%
$184.56 - $218.69 $2.4K - $2.84K
14 $3.1M
AAT
American Assets Trust, Inc.

Real Estate
140
+ 736.84%
$18.7 - $21.32 $2.62K - $2.98K
159 $3.23M
RSG
Republic Services, Inc.

Industrials
19
+ 21.59%
$225.33 - $246.01 $4.28K - $4.67K
107 $24.6M
NRG
Nrg Energy, Inc.

Utilities
17
+ 24.29%
$144.77 - $173.91 $2.46K - $2.96K
87 $14.1M
EHAB
Enhabit, Inc.

Healthcare
355
+ 7100.0%
$6.52 - $8.28 $2.31K - $2.94K
360 $2.88M
LFST
Life Stance Health Group, Inc.

Healthcare
515
+ 17166.67%
$3.79 - $5.63 $1.95K - $2.9K
518 $2.85M
SPOT
Spotify Technology S.A.

Communication Services
7
+ 23.33%
$620.01 - $738.53 $4.34K - $5.17K
37 $25.8M
Noble Corp PLC
59
+ 9.26%
N/A
696 $19.7M
VALE
Vale S.A.

Basic Materials
227
+ 93.8%
$9.53 - $10.95 $2.16K - $2.49K
469 $5.09M
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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