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
M
Macy'S, Inc.

Consumer Cyclical
95
+ 93.14%
$11.9 - $18.17 $1.13K - $1.73K
197 $3.53M
BCPC
Balchem Corp

Basic Materials
16
+ 228.57%
$148.82 - $165.12 $2.38K - $2.64K
23 $3.45M
EXPD
Expeditors International Of Washington Inc

Industrials
16
+ 35.56%
$111.37 - $124.95 $1.78K - $2K
61 $7.48M
JXN
Jackson Financial Inc.

Financial Services
20
+ 80.0%
$84.06 - $103.8 $1.68K - $2.08K
45 $4.56M
ASX
Ase Technology Holding Co., Ltd.

Technology
197
+ 102.07%
$9.5 - $11.71 $1.87K - $2.31K
390 $4.33M
RLJ
Rlj Lodging Trust

Real Estate
341
+ 21.49%
$6.95 - $7.89 $2.37K - $2.69K
1.93K $13.9M
LZ
Legalzoom.Com, Inc.

Industrials
198
+ 113.79%
$8.3 - $11.18 $1.64K - $2.21K
372 $3.86M
ICFI
Icf International, Inc.

Industrials
10
+ 5.92%
$82.78 - $100.58 $828 - $1.01K
179 $16.6M
THO
Thor Industries Inc

Consumer Cyclical
21
+ 300.0%
$88.76 - $112.33 $1.86K - $2.36K
28 $2.9M
AMSF
Amerisafe Inc

Financial Services
52
+ 1733.33%
N/A
55 $2.41M
WCN
Waste Connections, Inc.

Industrials
14
+ 77.78%
$171.32 - $191.84 $2.4K - $2.69K
32 $5.63M
HTBK
Heritage Commerce Corp

Financial Services
227
+ 2270.0%
$9.25 - $10.69 $2.1K - $2.43K
237 $2.35M
CMA
Comerica Inc

Financial Services
32
+ 800.0%
$60.93 - $71.05 $1.95K - $2.27K
36 $2.49M
YUMC
Yum China Holdings, Inc.

Consumer Cyclical
56
+ 56.0%
$42.56 - $49.08 $2.38K - $2.75K
156 $6.7M
Blackrock Inc
1
+ 11.11%
N/A
10 $11.7M
ATRO
Astronics Corp

Industrials
38
+ 95.0%
$30.01 - $45.61 $1.14K - $1.73K
78 $3.56M
AVNS
Avanos Medical, Inc.

Healthcare
221
+ 44.2%
$9.89 - $12.72 $2.19K - $2.81K
721 $8.34M
CODI
Compass Diversified Holdings

Industrials
287
+ 31.54%
$6.04 - $7.69 $1.73K - $2.21K
1.2K $7.93M
SNN
Smith & Nephew PLC

Healthcare
58
+ 341.18%
$29.33 - $38.7 $1.7K - $2.24K
75 $2.72M
PAYC
Paycom Software, Inc.

Technology
11
+ 275.0%
$208.14 - $238.8 $2.29K - $2.63K
15 $3.12M
FE
Firstenergy Corp

Utilities
30
+ 20.69%
$39.76 - $45.82 $1.19K - $1.37K
175 $8.02M
GCO
Genesco Inc

Consumer Cyclical
13
+ 6.7%
$21.39 - $35.26 $278 - $458
207 $6M
OIS
Oil States International, Inc

Energy
276
+ 40.95%
$4.88 - $6.33 $1.35K - $1.75K
950 $5.76M
Barrick Mng Corp
26
+ 24.07%
N/A
134 $4.39M
FN
Fabrinet

Technology
3
+ 20.0%
$277.04 - $389.47 $831 - $1.17K
18 $6.56M
PD
Pager Duty, Inc.

Technology
124
+ 200.0%
$14.62 - $17.17 $1.81K - $2.13K
186 $3.07M
HDSN
Hudson Technologies Inc

Basic Materials
28
+ 2.75%
$8.02 - $10.44 $225 - $292
1.05K $10.4M
YORW
York Water CO

Utilities
74
+ 66.67%
$30.13 - $32.4 $2.23K - $2.4K
185 $5.63M
AVA
Avista Corp

Utilities
56
+ 2800.0%
$35.55 - $38.37 $1.99K - $2.15K
58 $2.19M
ATEC
Alphatec Holdings, Inc.

Healthcare
99
+ 50.51%
$10.31 - $16.55 $1.02K - $1.64K
295 $4.29M
PHI
Pldt Inc.

Communication Services
116
+ 580.0%
$18.7 - $23.39 $2.17K - $2.71K
136 $2.54M
T
At&T Inc.

Communication Services
215
+ 3.79%
$26.94 - $29.62 $5.79K - $6.37K
5.9K $166M
SNAP
Snap Inc

Communication Services
290
+ 202.8%
$6.99 - $10.35 $2.03K - $3K
433 $3.34M
PLXS
Plexus Corp

Technology
14
+ 233.33%
$118.29 - $145.34 $1.66K - $2.03K
20 $2.89M
WRLD
World Acceptance Corp

Financial Services
12
+ 109.09%
$154.36 - $184.43 $1.85K - $2.21K
23 $3.89M
RJF
Raymond James Financial Inc

Financial Services
11
+ 122.22%
$154.64 - $176.43 $1.7K - $1.94K
20 $3.45M
ENOV
Enovis Corp

Industrials
71
+ 57.26%
$25.74 - $35.94 $1.83K - $2.55K
195 $5.92M
GTN
Gray Television Inc

Communication Services
230
+ 44.06%
$4.13 - $6.24 $950 - $1.44K
752 $4.35M
IART
Integra Lifesciences Holdings Corp

Healthcare
53
+ 8.94%
$11.13 - $15.99 $590 - $847
646 $9.26M
EXAS
Exact Sciences Corp

Healthcare
19
+ 3.23%
$40.91 - $56.0 $777 - $1.06K
608 $33.3M
BFAM
Bright Horizons Family Solutions Inc.

Consumer Cyclical
37
+ 27.01%
$107.28 - $125.1 $3.97K - $4.63K
174 $18.9M
OBNK
Origin Bancorp, Inc.

Financial Services
59
+ 93.65%
N/A
122 $4.21M
INSM
Insmed Inc

Healthcare
13
+ 650.0%
$96.14 - $147.2 $1.25K - $1.91K
15 $2.14M
CBT
Cabot Corp

Basic Materials
25
+ 131.58%
$72.0 - $82.94 $1.8K - $2.07K
44 $3.35M
Celestica Inc
3
+ 23.08%
N/A
16 $3.94M
APA
Apa Corp

Energy
27
+ 13.11%
$18.06 - $24.69 $488 - $667
233 $5.67M
CDNA
Care Dx, Inc.

Healthcare
130
+ 6500.0%
$11.57 - $20.63 $1.5K - $2.68K
132 $1.92M
TRN
Trinity Industries Inc

Industrials
67
+ 3350.0%
$23.3 - $29.03 $1.56K - $1.95K
69 $1.94M
PGC
Peapack Gladstone Financial Corp

Financial Services
68
+ 971.43%
$24.75 - $30.42 $1.68K - $2.07K
75 $2.07M
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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