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
ALKT
Alkami Technology, Inc.

Technology
1
+ 11.11%
$23.76 - $37.53 $23.8 - $37.5
10 $263K
RLAY
Relay Therapeutics, Inc.

Healthcare
11
+ 16.18%
$2.62 - $4.92 $28.8 - $54.1
79 $207K
FSLR
First Solar, Inc.

Technology
2
+ 28.57%
$126.34 - $197.73 $253 - $395
9 $1.09M
STZ
Constellation Brands, Inc.

Consumer Defensive
2
+ 16.67%
$161.05 - $222.93 $322 - $446
14 $2.57M
Celestica Inc
1
+ 7.69%
N/A
14 $1.1M
KALU
Kaiser Aluminum Corp

Basic Materials
1
+ 5.88%
$60.62 - $74.84 $60.6 - $74.8
18 $1.09M
GDDY
Go Daddy Inc.

Technology
1
+ 5.56%
$172.13 - $214.35 $172 - $214
19 $3.37M
WPP
Wpp PLC

Communication Services
1
+ 7.14%
$37.96 - $51.07 $38 - $51.1
15 $570K
HTLD
Heartland Express Inc

Industrials
23
+ 12.3%
$9.2 - $11.92 $212 - $274
210 $1.94M
ARW
Arrow Electronics Inc

Technology
1
+ 2.94%
$101.93 - $119.3 $102 - $119
35 $3.64M
SNX
Td Synnex Corp

Technology
4
+ 7.69%
$103.96 - $144.69 $416 - $579
56 $5.82M
TLRY
Tilray Brands, Inc.

Healthcare
18
+ 3.6%
$0.59 - $1.46 $10.6 - $26.3
518 $341K
SUPN
Supernus Pharmaceuticals, Inc.

Healthcare
1
+ 0.95%
$31.17 - $40.0 $31.2 - $40
106 $3.47M
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
2
+ 12.5%
$314.47 - $431.35 $629 - $863
18 $6.6M
HAFC
Hanmi Financial Corp

Financial Services
4
+ 0.84%
$21.3 - $24.88 $85.2 - $99.5
480 $10.9M
AGX
Argan Inc

Industrials
1
+ 1.18%
$104.05 - $185.35 $104 - $185
86 $11.3M
PECO
Phillips Edison & Company, Inc.

Real Estate
5
+ 0.9%
$34.43 - $37.49 $172 - $187
560 $20.4M
HEAR
Turtle Beach Corp

Technology
6
+ 3.37%
$13.56 - $19.26 $81.4 - $116
184 $2.63M
UAL
United Airlines Holdings, Inc.

Industrials
14
+ 26.42%
$69.05 - $110.52 $967 - $1.55K
67 $4.63M
EXAS
Exact Sciences Corp

Healthcare
3
+ 5.66%
$43.04 - $58.51 $129 - $176
56 $2.43M
CRAI
Cra International, Inc.

Industrials
1
+ 1.92%
$172.33 - $210.97 $172 - $211
53 $9.18M
UPST
Upstart Holdings, Inc.

Financial Services
3
+ 5.36%
$46.03 - $88.77 $138 - $266
59 $2.72M
WEAV
Weave Communications, Inc.

Technology
17
+ 8.72%
$10.61 - $17.44 $180 - $296
212 $2.35M
HD
Home Depot, Inc.

Consumer Cyclical
7
+ 4.73%
$347.25 - $424.87 $2.43K - $2.97K
155 $56.7M
USLM
United States Lime & Minerals Inc

Basic Materials
2
+ 8.7%
$85.17 - $125.32 $170 - $251
25 $2.21M
FHN
First Horizon Corp

Financial Services
45
+ 1.87%
$17.7 - $22.43 $797 - $1.01K
2.46K $47.7M
PSN
Parsons Corp

Industrials
90
+ 43.69%
$55.35 - $96.44 $4.98K - $8.68K
296 $17.5M
JBL
Jabil Inc

Technology
7
+ 2.22%
$130.51 - $173.33 $914 - $1.21K
323 $44M
CRDO
Credo Technology Group Holding LTD

Technology
4
+ 5.97%
$39.45 - $85.5 $158 - $342
71 $2.85M
PSTG
Pure Storage, Inc.

Technology
2
+ 1.87%
$44.27 - $72.37 $88.5 - $145
109 $4.83M
SOFI
So Fi Technologies, Inc.

Financial Services
26
+ 4.44%
$11.18 - $18.03 $291 - $469
612 $7.12M
PEB
Pebblebrook Hotel Trust

Real Estate
19
+ 3.08%
$10.13 - $14.01 $192 - $266
635 $6.44M
AHH
Armada Hoffler Properties, Inc.

Real Estate
75
+ 7.41%
$7.5 - $10.2 $563 - $765
1.09K $8.17M
BALL
Ball Corp

Consumer Cyclical
19
+ 1.69%
$49.04 - $56.53 $932 - $1.07K
1.14K $59.5M
VREX
Varex Imaging Corp

Healthcare
1
+ 0.11%
$11.52 - $15.2 $11.5 - $15.2
907 $10.5M
FMNB
Farmers National Banc Corp

Financial Services
8
+ 0.31%
$12.8 - $14.51 $102 - $116
2.59K $33.8M
ISRG
Intuitive Surgical Inc

Healthcare
1
+ 0.75%
$476.63 - $610.45 $477 - $610
134 $66.6M
TWLO
Twilio Inc

Communication Services
10
+ 2.36%
$94.9 - $148.35 $949 - $1.48K
433 $42.4M
DIS
Walt Disney CO

Communication Services
77
+ 8.21%
$96.87 - $114.0 $7.46K - $8.78K
1.02K $100M
ZM
Zoom Video Communications, Inc.

Technology
65
+ 4.97%
$72.23 - $88.64 $4.69K - $5.76K
1.37K $101M
CFG
Citizens Financial Group Inc

Financial Services
42
+ 1.45%
$39.73 - $48.36 $1.67K - $2.03K
2.93K $120M
SYLD
Cambria Shareholder Yld ETF

ETFs
14
+ 0.9%
$62.77 - $71.4 $879 - $1K
1.57K $100M
ANF
Abercrombie & Fitch CO

Consumer Cyclical
16
+ 13.11%
$75.72 - $160.92 $1.21K - $2.57K
138 $10.5M
PEGA
Pegasystems Inc

Technology
4
+ 1.06%
$68.14 - $112.29 $273 - $449
380 $26.4M
PATH
Ui Path, Inc.

Technology
286
+ 5.54%
$9.97 - $15.19 $2.85K - $4.34K
5.45K $56.1M
PH
Parker Hannifin Corp

Industrials
1
+ 0.26%
$591.65 - $707.05 $592 - $707
390 $237M
AVGO
Broadcom Inc.

Technology
210
+ 29.49%
$167.43 - $244.7 $35.2K - $51.4K
922 $154M
IRM
Iron Mountain Inc

Real Estate
7
+ 1.13%
$82.79 - $111.31 $580 - $779
629 $54.2M
VRT
Vertiv Holdings CO

Industrials
47
+ 11.14%
N/A
469 $33.9M
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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