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
HRL
Hormel Foods Corp

Consumer Defensive
82
+ 264.52%
$24.31 - $31.54 $1.99K - $2.59K
113 $2.8M
SKM
Sk Telecom CO LTD

Communication Services
88
+ 352.0%
$21.47 - $23.79 $1.89K - $2.09K
113 $2.44M
F
Ford Motor CO

Consumer Cyclical
101
+ 17.47%
$10.82 - $12.09 $1.09K - $1.22K
679 $8.12M
KIND
Nextdoor Holdings, Inc.

Communication Services
280
+ 9.57%
$1.58 - $2.31 $442 - $647
3.21K $6.7M
VOYA
Voya Financial, Inc.

Financial Services
23
+ 76.67%
$67.31 - $77.62 $1.55K - $1.79K
53 $3.97M
BCE
Bce Inc

Communication Services
78
+ 1300.0%
$22.63 - $25.74 $1.77K - $2.01K
84 $1.97M
CLF
Cleveland Cliffs Inc.

Basic Materials
9
+ 2.42%
$8.12 - $12.84 $73.1 - $116
381 $4.65M
PFG
Principal Financial Group Inc

Financial Services
11
+ 4.21%
$75.53 - $82.95 $831 - $912
272 $22.6M
CEG
Constellation Energy Corp

Utilities
5
+ 18.52%
$298.82 - $354.89 $1.49K - $1.77K
32 $10.4M
CNX
Cnx Resources Corp

Energy
57
+ 475.0%
$28.11 - $35.2 $1.6K - $2.01K
69 $2.22M
ARDX
Ardelyx, Inc.

Healthcare
298
+ 286.54%
$3.92 - $6.64 $1.17K - $1.98K
402 $2.22M
PEB
Pebblebrook Hotel Trust

Real Estate
22
+ 1.97%
$9.39 - $12.21 $207 - $269
1.14K $13M
Smurfit Westrock PLC
43
+ 87.76%
N/A
92 $3.92M
RNR
Renaissancere Holdings LTD

Financial Services
7
+ 350.0%
$231.95 - $253.93 $1.62K - $1.78K
9 $2.29M
MSBI
Midland States Bancorp, Inc.

Financial Services
107
+ 50.23%
$16.53 - $19.0 $1.77K - $2.03K
320 $5.49M
SCI
Service Corp International

Consumer Cyclical
21
+ 105.0%
$75.63 - $83.25 $1.59K - $1.75K
41 $3.41M
IIIN
Insteel Industries Inc

Industrials
43
+ 38.39%
$35.31 - $39.67 $1.52K - $1.71K
155 $5.94M
STBA
S&T Bancorp Inc

Financial Services
47
+ 261.11%
$35.73 - $40.0 $1.68K - $1.88K
65 $2.44M
ACIW
Aci Worldwide, Inc.

Technology
33
+ 1650.0%
$40.74 - $52.9 $1.34K - $1.75K
35 $1.85M
KREF
Kkr Real Estate Finance Trust Inc.

Real Estate
194
+ 1492.31%
$8.77 - $9.87 $1.7K - $1.91K
207 $1.86M
UMC
United Microelectronics Corp

Technology
234
+ 65.18%
$6.58 - $7.86 $1.54K - $1.84K
593 $4.5M
PVH
Pvh Corp.

Consumer Cyclical
18
+ 128.57%
$70.6 - $89.52 $1.27K - $1.61K
32 $2.68M
ASB
Associated Banc Corp

Financial Services
61
+ 58.65%
$23.78 - $27.01 $1.45K - $1.65K
165 $4.24M
Webtoon Entmt Inc
85
+ 1700.0%
N/A
90 $1.75M
IBKR
Interactive Brokers Group, Inc.

Financial Services
10
+ 13.51%
$56.32 - $68.81 $563 - $688
84 $5.8M
Infinity Nat Res Inc
132
+ 1466.67%
N/A
141 $1.85M
CHE
Chemed Corp

Healthcare
4
+ 133.33%
$412.3 - $483.92 $1.65K - $1.94K
7 $3.14M
DHIL
Diamond Hill Investment Group Inc

Financial Services
12
+ 600.0%
$133.4 - $158.38 $1.6K - $1.9K
14 $1.96M
EVER
Ever Quote, Inc.

Communication Services
88
+ 33.59%
$22.61 - $25.87 $1.99K - $2.28K
350 $8.01M
ECPG
Encore Capital Group Inc

Financial Services
33
+ 34.38%
$35.97 - $46.09 $1.19K - $1.52K
129 $5.39M
HBAN
Huntington Bancshares Inc

Financial Services
84
+ 21.11%
$15.87 - $17.88 $1.33K - $1.5K
482 $8.33M
CSR
Centerspace

Real Estate
28
+ 400.0%
$53.18 - $61.09 $1.49K - $1.71K
35 $2.06M
EFC
Ellington Financial Inc.

Real Estate
125
+ 625.0%
$12.66 - $14.02 $1.58K - $1.75K
145 $1.88M
Genedx Holdings Corp
4
+ 5.19%
N/A
81 $8.73M
AMTB
Amerant Bancorp Inc.

Financial Services
77
+ 61.6%
$18.56 - $21.65 $1.43K - $1.67K
202 $3.89M
HOG
Harley Davidson, Inc.

Consumer Cyclical
49
+ 90.74%
$22.95 - $31.03 $1.12K - $1.52K
103 $2.87M
KOF
Coca Cola Femsa Sab De Cv

Consumer Defensive
20
+ 400.0%
$81.24 - $97.99 $1.62K - $1.96K
25 $2.08M
AXP
American Express CO

Financial Services
3
+ 6.67%
$294.27 - $342.31 $883 - $1.03K
48 $16M
TRST
Trustco Bank Corp N Y

Financial Services
43
+ 477.78%
$32.89 - $40.72 $1.41K - $1.75K
52 $1.89M
SCS
Steelcase Inc

Industrials
81
+ 289.29%
$10.12 - $17.22 $820 - $1.39K
109 $1.88M
MBWM
Mercantile Bank Corp

Financial Services
37
+ 62.71%
$44.05 - $49.92 $1.63K - $1.85K
96 $4.32M
NTGR
Netgear, Inc.

Technology
46
+ 176.92%
$22.5 - $32.39 $1.04K - $1.49K
72 $2.33M
KGC
Kinross Gold Corp

Basic Materials
7
+ 4.61%
$15.19 - $24.85 $106 - $174
159 $3.95M
BFB
Brown Forman Corp Cl B
57
+ 64.04%
N/A
146 $3.95M
BUSE
First Busey Corp

Financial Services
60
+ 10.22%
$22.08 - $25.14 $1.32K - $1.51K
647 $15M
AEE
Ameren Corp

Utilities
11
+ 25.58%
$95.0 - $104.38 $1.05K - $1.15K
54 $5.64M
DRH
Diamond Rock Hospitality CO

Real Estate
176
+ 51.01%
$7.57 - $8.6 $1.33K - $1.51K
521 $4.15M
TTD
Trade Desk, Inc.

Technology
42
+ 175.0%
$43.93 - $89.76 $1.85K - $3.77K
66 $3.24M
MED
Medifast Inc

Consumer Cyclical
111
+ 226.53%
$12.74 - $15.22 $1.41K - $1.69K
160 $2.19M
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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