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
Lexeo Therapeutics Inc
223
+ 7433.33%
N/A
226 $1.5M
GNW
Genworth Financial Inc

Financial Services
161
+ 357.78%
$7.26 - $9.11 $1.17K - $1.47K
206 $1.84M
Ncr Atleos Corporation
35
+ 350.0%
N/A
45 $1.77M
ATO
Atmos Energy Corp

Utilities
7
+ 43.75%
$151.51 - $170.75 $1.06K - $1.2K
23 $3.93M
BAND
Bandwidth Inc.

Technology
80
+ 50.31%
$13.1 - $18.29 $1.05K - $1.46K
239 $3.99M
QSR
Restaurant Brands International Inc.

Consumer Cyclical
23
+ 143.75%
$61.86 - $71.34 $1.42K - $1.64K
39 $2.5M
BRY
Berry Corp (Bry)

Energy
368
+ 766.67%
$2.8 - $4.11 $1.03K - $1.51K
416 $1.57M
AON
Aon PLC

Financial Services
4
+ 44.44%
$350.91 - $375.27 $1.4K - $1.5K
13 $4.62M
GILD
Gilead Sciences, Inc.

Healthcare
12
+ 1.68%
$108.22 - $120.47 $1.3K - $1.45K
727 $80.7M
HBNC
Horizon Bancorp Inc

Financial Services
88
+ 517.65%
$15.01 - $16.88 $1.32K - $1.49K
105 $1.68M
WASH
Washington Trust Bancorp Inc

Financial Services
45
+ 26.01%
$26.43 - $30.54 $1.19K - $1.37K
218 $6.3M
RMR
Rmr Group Inc.

Real Estate
93
+ 100.0%
$15.46 - $17.72 $1.44K - $1.65K
186 $2.93M
BTU
Peabody Energy Corp

Energy
21
+ 32.81%
$13.18 - $26.81 $277 - $563
85 $2.26M
FOX
Fox Corp Cl B (De)

Communication Services
12
+ 9.68%
$49.06 - $57.29 $589 - $687
136 $7.79M
PRG
Prog Holdings, Inc.

Industrials
41
+ 227.78%
$28.2 - $36.35 $1.16K - $1.49K
59 $1.91M
UFCS
United Fire Group Inc

Financial Services
39
+ 37.86%
$26.11 - $32.5 $1.02K - $1.27K
142 $4.32M
AMKR
Amkor Technology, Inc.

Technology
10
+ 6.94%
$21.14 - $29.58 $211 - $296
154 $4.37M
HAFC
Hanmi Financial Corp

Financial Services
54
+ 11.3%
$22.37 - $26.52 $1.21K - $1.43K
532 $13.1M
FSLY
Fastly, Inc.

Technology
151
+ 503.33%
$6.36 - $8.95 $960 - $1.35K
181 $1.55M
AWR
American States Water CO

Utilities
22
+ 25.88%
$71.48 - $77.99 $1.57K - $1.72K
107 $7.85M
OPK
Opko Health, Inc.

Healthcare
853
+ 6561.54%
$1.19 - $1.55 $1.02K - $1.32K
866 $1.34M
BLBD
Blue Bird Corp

Consumer Cyclical
21
+ 300.0%
$42.75 - $60.86 $898 - $1.28K
28 $1.61M
PEG
Public Service Enterprise Group Inc

Utilities
16
+ 38.1%
$79.99 - $90.14 $1.28K - $1.44K
58 $4.84M
TTMI
Ttm Technologies Inc

Technology
2
+ 2.86%
$40.06 - $57.75 $80.1 - $116
72 $4.15M
FCF
First Commonwealth Financial Corp

Financial Services
56
+ 14.51%
$16.07 - $18.02 $900 - $1.01K
442 $7.54M
TMP
Tompkins Financial Corp

Financial Services
19
+ 633.33%
$62.34 - $71.09 $1.18K - $1.35K
22 $1.46M
UVSP
Univest Financial Corp

Financial Services
42
+ 323.08%
$28.12 - $32.7 $1.18K - $1.37K
55 $1.65M
INSW
International Seaways, Inc.

Energy
14
+ 21.88%
$37.03 - $49.12 $518 - $688
78 $3.6M
EQBK
Equity Bancshares Inc

Financial Services
31
+ 60.78%
N/A
82 $3.34M
SITM
Sitime Corp

Technology
3
+ 75.0%
$190.16 - $318.05 $570 - $954
7 $2.11M
VRRM
Verra Mobility Corp

Industrials
51
+ 1275.0%
$23.49 - $25.65 $1.2K - $1.31K
55 $1.36M
HBCP
Home Bancorp, Inc.

Financial Services
23
+ 1150.0%
$50.06 - $56.97 $1.15K - $1.31K
25 $1.36M
NCLH
Norwegian Cruise Line Holdings Ltd.

Consumer Cyclical
29
+ 23.97%
$20.98 - $26.94 $608 - $781
150 $3.7M
VRSK
Verisk Analytics, Inc.

Industrials
10
+ 47.62%
$242.3 - $312.95 $2.42K - $3.13K
31 $7.85M
CRCT
Cricut, Inc.

Technology
196
+ 3266.67%
$4.64 - $7.21 $909 - $1.41K
202 $1.27M
TFII
Tfi International Inc.

Industrials
14
+ 700.0%
$84.43 - $96.79 $1.18K - $1.36K
16 $1.41M
GIII
G Iii Apparel Group LTD

Consumer Cyclical
46
+ 4600.0%
$23.08 - $27.63 $1.06K - $1.27K
47 $1.25M
WH
Wyndham Hotels & Resorts, Inc.

Consumer Cyclical
15
+ 1500.0%
$79.9 - $92.0 $1.2K - $1.38K
16 $1.28M
ADPT
Adaptive Biotechnologies Corp

Healthcare
26
+ 10.79%
$10.24 - $14.96 $266 - $389
267 $4M
CAC
Camden National Corp

Financial Services
31
+ 620.0%
$36.6 - $43.51 $1.13K - $1.35K
36 $1.39M
OFLX
Omega Flex, Inc.

Industrials
39
+ 162.5%
$31.19 - $36.37 $1.22K - $1.42K
63 $1.97M
KWR
Quaker Chemical Corp

Basic Materials
1
+ 1.89%
$114.42 - $145.36 $114 - $145
54 $7.12M
NEWT
Newtek Business Services Corp.

Financial Services
102
+ 147.83%
$11.16 - $12.53 $1.14K - $1.28K
171 $1.96M
ADM
Archer Daniels Midland CO

Consumer Defensive
17
+ 77.27%
$53.54 - $64.21 $910 - $1.09K
39 $2.32M
HLIT
Harmonic Inc

Technology
109
+ 157.97%
$8.35 - $10.49 $910 - $1.14K
178 $1.81M
LNC
Lincoln National Corp

Financial Services
19
+ 28.79%
$33.37 - $43.29 $634 - $823
85 $3.44M
GFL
Gfl Environmental Inc.

Industrials
25
+ 250.0%
$45.97 - $51.03 $1.15K - $1.28K
35 $1.66M
EL
Estee Lauder Companies Inc

Consumer Defensive
5
+ 5.15%
$83.65 - $95.26 $418 - $476
102 $8.99M
GNTX
Gentex Corp

Consumer Cyclical
35
+ 145.83%
$22.66 - $29.06 $793 - $1.02K
59 $1.67M
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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