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
CVE
Cenovus Energy Inc.

Energy
16
+ 16.16%
$12.24 - $15.63 $196 - $250
115 $1.6M
EPM
Evolution Petroleum Corp

Energy
20
+ 12.27%
$4.82 - $5.6 $96.4 - $112
183 $948K
BSY
Bentley Systems Inc

Technology
5
+ 35.71%
$39.34 - $47.7 $197 - $239
19 $748K
SBT
Sterling Bancorp, Inc.

Financial Services
19
+ 172.73%
$4.56 - $4.9 $86.6 - $93.1
30 $146K
Inhibrx Biosciences Inc
7
+ 233.33%
N/A
10 $140K
CIGI
Colliers International Group Inc.

Real Estate
1
+ 50.0%
$118.9 - $145.92 $119 - $146
3 $364K
UVE
Universal Insurance Holdings, Inc.

Financial Services
3
+ 37.5%
$18.91 - $23.7 $56.7 - $71.1
11 $261K
ZNTL
Zentalis Pharmaceuticals, Inc.

Healthcare
67
+ 515.38%
$1.59 - $3.24 $107 - $217
80 $128K
SCI
Service Corp International

Consumer Cyclical
1
+ 5.56%
$75.99 - $84.16 $76 - $84.2
19 $1.52M
FLEX
Flex Ltd.

Technology
10
+ 21.74%
$32.92 - $44.46 $329 - $445
56 $1.85M
AVPT
Ave Point, Inc.

Technology
13
+ 26.0%
$13.5 - $19.8 $176 - $257
63 $910K
QSR
Restaurant Brands International Inc.

Consumer Cyclical
1
+ 8.33%
$60.44 - $69.57 $60.4 - $69.6
13 $867K
SWKH
Swk Holdings Corp

Financial Services
4
+ 50.0%
$15.75 - $17.61 $63 - $70.4
12 $209K
MERC
Mercer International Inc.

Basic Materials
22
+ 14.19%
$5.99 - $8.16 $132 - $180
177 $1.09M
KEP
Korea Electric Power Corp

Utilities
3
+ 3.0%
$6.68 - $8.18 $20 - $24.5
103 $764K
XPO
Xpo Logistics, Inc.

Industrials
2
+ 33.33%
$106.12 - $148.16 $212 - $296
8 $861K
ENIC
Enel Chile S.A.

Utilities
15
+ 32.61%
$2.85 - $3.47 $42.8 - $52.1
61 $200K
CRDA
Crawford & CO Class A

ETFs
6
+ 35.29%
N/A
23 $263K
VPG
Vishay Precision Group, Inc.

Technology
1
+ 1.49%
$21.32 - $26.64 $21.3 - $26.6
68 $1.64M
ESCA
Escalade Inc

Consumer Cyclical
3
+ 16.67%
$14.29 - $15.85 $42.9 - $47.6
21 $322K
IR
Ingersoll Rand Inc.

Industrials
3
+ 17.65%
$79.44 - $94.23 $238 - $283
20 $1.6M
UIS
Unisys Corp

Technology
26
+ 78.79%
$3.9 - $7.15 $101 - $186
59 $271K
SNPS
Synopsys Inc

Technology
1
+ 14.29%
$428.58 - $551.54 $429 - $552
8 $3.25M
CURV
Torrid Holdings Inc.

Consumer Cyclical
9
+ 60.0%
$4.79 - $7.06 $43.1 - $63.5
24 $132K
TCI
Transcontinental Realty Investors Inc

Real Estate
2
+ 50.0%
$25.74 - $30.05 $51.5 - $60.1
6 $168K
BCML
Bay Com Corp

Financial Services
2
+ 100.0%
$24.39 - $29.09 $48.8 - $58.2
4 $101K
Site Ctrs Corp
6
+ 46.15%
N/A
19 $244K
SWIM
Latham Group, Inc.

Industrials
8
+ 61.54%
$5.46 - $7.53 $43.7 - $60.2
21 $136K
SYY
Sysco Corp

Consumer Defensive
1
+ 4.0%
$70.0 - $77.13 $70 - $77.1
26 $1.95M
TKC
Turkcell Iletisim Hizmetleri A S

Communication Services
12
+ 9.68%
$5.83 - $7.58 $70 - $91
136 $846K
WFG
West Fraser Timber Co., LTD

Basic Materials
1
+ 25.0%
$75.63 - $92.16 $75.6 - $92.2
5 $385K
RTO
Rentokil Initial PLC

Industrials
3
+ 23.08%
$20.76 - $27.11 $62.3 - $81.3
16 $367K
LPL
Lg Display Co., Ltd.

Technology
8
+ 3.7%
$3.08 - $3.49 $24.6 - $27.9
224 $697K
GEO
Geo Group Inc

Real Estate
1
+ 100.0%
$22.92 - $35.35 $22.9 - $35.4
2 $59K
DIBS
1stdibs.Com, Inc.

Consumer Cyclical
9
+ 900.0%
$2.93 - $4.21 $26.4 - $37.9
10 $31K
WEYS
Weyco Group Inc

Consumer Cyclical
1
+ 100.0%
$28.88 - $37.07 $28.9 - $37.1
2 $61K
PAYO
Payoneer Global Inc.

Technology
5
+ 83.33%
$7.04 - $11.04 $35.2 - $55.2
11 $81K
REX
Rex American Resources Corp

Basic Materials
1
+ 20.0%
$35.87 - $44.13 $35.9 - $44.1
6 $226K
Coherent Corp
3
+ 50.0%
N/A
9 $585K
MATX
Matson, Inc.

Industrials
1
+ 5.88%
$127.06 - $149.06 $127 - $149
18 $2.31M
NKTX
Nkarta, Inc.

Healthcare
5
+ 166.67%
$1.37 - $2.53 $6.85 - $12.6
8 $15K
HBIO
Harvard Bioscience Inc

Healthcare
44
+ 366.67%
$0.57 - $2.19 $25.1 - $96.4
56 $32K
WDS
Woodside Energy Group LTD

Energy
10
+ 7.94%
$14.15 - $16.33 $142 - $163
136 $1.97M
IOT
Samsara Inc.

Technology
1
+ 14.29%
$34.06 - $60.96 $34.1 - $61
8 $307K
Critical Metals Corp
9
+ 300.0%
N/A
12 $17K
MXL
Maxlinear Inc

Technology
6
+ 75.0%
$10.86 - $24.92 $65.2 - $150
14 $153K
SRPT
Sarepta Therapeutics, Inc.

Healthcare
2
+ 66.67%
$63.82 - $127.89 $128 - $256
5 $320K
SKYW
Skywest Inc

Industrials
11
+ 13.92%
$81.46 - $120.92 $896 - $1.33K
90 $7.86M
DHR
Danaher Corp

Healthcare
2
+ 10.53%
$201.62 - $250.59 $403 - $501
21 $4.3M
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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