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
FFIC
Flushing Financial Corp

Financial Services
197
+ 1790.91%
$11.8 - $14.39 $2.32K - $2.83K
208 $2.87M
FRME
First Merchants Corp

Financial Services
75
+ 49.34%
$37.07 - $41.88 $2.78K - $3.14K
227 $8.56M
SSNC
Ss&C Technologies Holdings Inc

Technology
5
+ 1.31%
$81.85 - $90.2 $409 - $451
387 $34.4M
VREX
Varex Imaging Corp

Healthcare
207
+ 504.88%
$6.96 - $12.4 $1.44K - $2.57K
248 $3.08M
PBR
Petrobras Petroleo Brasileiro Sa

Energy
212
+ 136.77%
$11.84 - $13.45 $2.51K - $2.85K
367 $4.65M
NUVB
Nuvation Bio Inc.

Healthcare
387
+ 53.23%
$1.94 - $3.9 $751 - $1.51K
1.11K $4.12M
APLE
Apple Hospitality Reit, Inc.

Real Estate
225
+ 22500.0%
$11.53 - $13.17 $2.59K - $2.96K
226 $2.72M
PINS
Pinterest, Inc.

Communication Services
162
+ 23.75%
$32.17 - $39.17 $5.21K - $6.35K
844 $27.2M
Labcorp Holdings Inc
9
+ 100.0%
N/A
18 $5.06M
PPL
Ppl Corp

Utilities
64
+ 68.82%
$33.54 - $37.24 $2.15K - $2.38K
157 $5.84M
USLM
United States Lime & Minerals Inc

Basic Materials
7
+ 12.73%
$99.02 - $131.55 $693 - $921
62 $8.16M
KURA
Kura Oncology, Inc.

Healthcare
17
+ 2.09%
$5.54 - $9.05 $94.2 - $154
832 $7.36M
FMNB
Farmers National Banc Corp

Financial Services
73
+ 2.82%
$13.19 - $15.3 $963 - $1.12K
2.67K $38.4M
GLOB
Globant S.A.

Technology
52
+ 520.0%
$55.6 - $93.3 $2.89K - $4.85K
62 $3.56M
RTO
Rentokil Initial PLC

Industrials
104
+ 742.86%
$22.81 - $25.94 $2.37K - $2.7K
118 $2.98M
REZI
Resideo Technologies, Inc.

Industrials
2
+ 1.65%
$23.08 - $43.18 $46.2 - $86.4
123 $5.31M
FLEX
Flex Ltd.

Technology
3
+ 0.98%
$48.49 - $59.33 $145 - $178
309 $17.9M
AR
Antero Resources Corp

Energy
250
+ 29.14%
$29.87 - $37.66 $7.47K - $9.42K
1.11K $37.2M
EGBN
Eagle Bancorp Inc

Financial Services
128
+ 492.31%
$15.96 - $21.66 $2.04K - $2.77K
154 $3.11M
VSAT
Viasat Inc

Technology
31
+ 26.96%
$14.47 - $32.92 $449 - $1.02K
146 $4.28M
HOLX
Hologic Inc

Healthcare
37
+ 97.37%
$63.26 - $68.98 $2.34K - $2.55K
75 $5.06M
APEI
American Public Education Inc

Consumer Defensive
56
+ 140.0%
$28.03 - $39.47 $1.57K - $2.21K
96 $3.79M
PEBO
Peoples Bancorp Inc

Financial Services
88
+ 65.67%
$28.16 - $32.1 $2.48K - $2.82K
222 $6.66M
HI
Hillenbrand, Inc.

Industrials
22
+ 7.8%
$19.59 - $27.04 $431 - $595
304 $8.22M
MTD
Mettler Toledo International Inc

Healthcare
2
+ 100.0%
$1166.48 - $1324.06 $2.33K - $2.65K
4 $4.91M
Easterly Govt Pptys Inc
107
+ 75.35%
N/A
249 $5.71M
PRO
Pros Holdings, Inc.

Technology
96
+ 204.26%
$14.1 - $23.02 $1.35K - $2.21K
143 $3.28M
FSV
First Service Corp

Real Estate
13
+ 433.33%
$175.69 - $208.43 $2.28K - $2.71K
16 $3.05M
OXY
Occidental Petroleum Corp

Energy
33
+ 17.93%
$42.54 - $48.1 $1.4K - $1.59K
217 $10.3M
ALE
Allete Inc

Utilities
37
+ 160.87%
$62.45 - $66.45 $2.31K - $2.46K
60 $3.98M
Nextracker Inc
27
+ 103.85%
N/A
53 $3.92M
AVTR
Avantor, Inc.

Basic Materials
215
+ 116.85%
$11.18 - $14.21 $2.4K - $3.06K
399 $4.98M
PRGS
Progress Software Corp

Technology
60
+ 857.14%
$40.98 - $55.52 $2.46K - $3.33K
67 $2.94M
ASC
Ardmore Shipping Corp

Industrials
172
+ 86.43%
$9.72 - $13.29 $1.67K - $2.29K
371 $4.4M
VAC
Marriott Vacations Worldwide Corp

Consumer Cyclical
38
+ 422.22%
$66.56 - $84.85 $2.53K - $3.22K
47 $3.13M
NABL
N Able, Inc.

Technology
343
+ 50.81%
$7.26 - $8.45 $2.49K - $2.9K
1.02K $7.94M
Hamilton Insurance Group LTD
98
+ 753.85%
N/A
111 $2.75M
TAP
Molson Coors Beverage CO

Consumer Defensive
54
+ 1350.0%
$44.09 - $52.81 $2.38K - $2.85K
58 $2.63M
TW
Tradeweb Markets Inc.

Financial Services
25
+ 250.0%
$110.5 - $146.12 $2.76K - $3.65K
35 $3.89M
TNC
Tennant CO

Industrials
27
+ 42.86%
$79.52 - $85.34 $2.15K - $2.3K
90 $7.3M
STRL
Sterling Construction CO Inc

Industrials
1
+ 5.26%
$222.54 - $371.84 $223 - $372
20 $6.79M
IAC
Iac/Inter Active Corp

Communication Services
73
+ 280.77%
$34.01 - $41.67 $2.48K - $3.04K
99 $3.37M
CBRE
Cbre Group, Inc.

Real Estate
11
+ 27.5%
$137.04 - $165.9 $1.51K - $1.82K
51 $7.99M
RLI
Rli Corp

Financial Services
37
+ 740.0%
$64.17 - $71.7 $2.37K - $2.65K
42 $2.74M
TEVA
Teva Pharmaceutical Industries LTD

Healthcare
66
+ 22.0%
$15.38 - $20.2 $1.02K - $1.33K
366 $7.39M
IRWD
Ironwood Pharmaceuticals Inc

Healthcare
1.34K
+ 131.93%
$0.69 - $1.46 $927 - $1.96K
2.36K $3.09M
PNW
Pinnacle West Capital Corp

Utilities
26
+ 32.1%
$85.87 - $94.45 $2.23K - $2.46K
107 $9.59M
CFFN
Capitol Federal Financial, Inc.

Financial Services
367
+ 705.77%
$5.73 - $6.56 $2.1K - $2.41K
419 $2.66M
COMM
Comm Scope Holding Company, Inc.

Technology
123
+ 201.64%
$7.29 - $16.99 $897 - $2.09K
184 $2.85M
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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