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
OFC
Corporate Office Properties Trust

Real Estate
23
+ 127.78%
N/A
41 $1.21M
IDCC
Inter Digital, Inc.

Communication Services
1
+ 33.33%
$221.35 - $349.23 $221 - $349
4 $1.38M
SPSC
Sps Commerce Inc

Technology
8
+ 200.0%
$103.88 - $142.5 $831 - $1.14K
12 $1.25M
LXFR
Luxfer Holdings PLC

Industrials
50
+ 1000.0%
$11.38 - $14.77 $569 - $739
55 $765K
FCPT
Four Corners Property Trust, Inc.

Real Estate
31
+ 147.62%
$24.37 - $27.18 $755 - $843
52 $1.27M
NXRT
Nex Point Residential Trust, Inc.

Real Estate
22
+ 366.67%
$30.55 - $34.72 $672 - $764
28 $903K
KEP
Korea Electric Power Corp

Utilities
63
+ 61.17%
$12.94 - $14.82 $815 - $934
166 $2.17M
MOV
Movado Group Inc

Consumer Cyclical
1
+ 0.55%
$15.1 - $20.01 $15.1 - $20
184 $3.49M
HMN
Horace Mann Educators Corp

Financial Services
13
+ 26.53%
$40.17 - $47.59 $522 - $619
62 $2.8M
OLPX
Olaplex Holdings, Inc.

Consumer Cyclical
532
+ 700.0%
$1.29 - $1.68 $686 - $894
608 $797K
MKC
Mccormick & CO Inc

Consumer Defensive
15
+ 41.67%
$64.3 - $77.17 $965 - $1.16K
51 $3.41M
WSBF
Waterstone Financial, Inc.

Financial Services
41
+ 186.36%
$13.19 - $16.26 $541 - $667
63 $983K
ETR
Entergy Corp

Utilities
1
+ 1.72%
$80.93 - $93.55 $80.9 - $93.6
59 $5.5M
JOUT
Johnson Outdoors Inc

Consumer Cyclical
1
+ 1.59%
$30.6 - $42.37 $30.6 - $42.4
64 $2.59M
ENVA
Enova International, Inc.

Financial Services
1
+ 0.64%
$100.56 - $127.32 $101 - $127
158 $18.2M
REX
Rex American Resources Corp

Basic Materials
54
+ 100.0%
$30.08 - $64.11 $1.62K - $3.46K
108 $3.31M
JBSS
Sanfilippo John B & Son Inc

Consumer Defensive
10
+ 41.67%
$62.21 - $69.26 $622 - $693
34 $2.19M
VGIT
Vanguard Intermediate Term Tre

ETFs
9
+ 1.56%
$58.97 - $60.36 $531 - $543
585 $35.1M
BFA
Brown Forman Corp Cl A
25
+ 166.67%
N/A
40 $1.08M
Site Ctrs Corp
89
+ 148.33%
N/A
149 $1.34M
KKR
Kkr & Co. Inc.

Financial Services
7
+ 8.64%
$129.95 - $152.16 $910 - $1.07K
88 $11.5M
WDS
Woodside Energy Group LTD

Energy
49
+ 23.79%
$15.05 - $17.66 $737 - $865
255 $3.84M
GCI
Gannett Co., Inc.

Communication Services
144
+ 135.85%
$3.54 - $4.38 $510 - $631
250 $1.03M
SFNC
Simmons First National Corp

Financial Services
29
+ 6.76%
$18.71 - $21.16 $543 - $614
458 $8.78M
ARKO
Arko Corp.

Consumer Cyclical
119
+ 42.35%
$3.91 - $5.19 $465 - $618
400 $1.83M
ALDX
Aldeyra Therapeutics, Inc.

Healthcare
83
+ 56.46%
$4.0 - $5.89 $332 - $489
230 $1.2M
NU
Nu Holdings Ltd.

Financial Services
10
+ 4.81%
$11.92 - $16.3 $119 - $163
218 $3.49M
JRVR
James River Group Holdings, Ltd.

Financial Services
121
+ 82.31%
$5.08 - $6.0 $615 - $726
268 $1.49M
VNDA
Vanda Pharmaceuticals Inc.

Healthcare
102
+ 23.83%
$4.19 - $5.1 $427 - $520
530 $2.65M
POR
Portland General Electric CO

Utilities
14
+ 1400.0%
$39.73 - $44.0 $556 - $616
15 $660K
CVGW
Calavo Growers Inc

Consumer Defensive
25
+ 71.43%
$25.74 - $27.84 $644 - $696
60 $1.55M
ROG
Rogers Corp

Technology
6
+ 54.55%
$64.78 - $83.94 $389 - $504
17 $1.37M
TIMB
Tim S.A.

Communication Services
27
+ 675.0%
$17.77 - $22.32 $480 - $603
31 $692K
HUBB
Hubbell Inc

Industrials
1
+ 12.5%
$410.51 - $450.93 $411 - $451
9 $3.87M
BRSP
Bright Spire Capital, Inc.

Real Estate
107
+ 324.24%
$4.91 - $5.94 $525 - $636
140 $761K
SXC
Sun Coke Energy, Inc.

Basic Materials
73
+ 521.43%
$7.23 - $8.83 $528 - $645
87 $710K
BOX
Box Inc

Technology
19
+ 146.15%
$31.03 - $33.73 $590 - $641
32 $1.03M
DIOD
Diodes Inc

Technology
11
+ 1100.0%
$47.17 - $57.76 $519 - $635
12 $639K
HTBI
Home Trust Bancshares, Inc.

Financial Services
14
+ 466.67%
N/A
17 $696K
Lenz Therapeutics Inc
11
+ 275.0%
N/A
15 $699K
BORR
Borr Drilling LTD

Energy
186
+ 218.82%
$1.86 - $3.17 $346 - $590
271 $729K
PRIM
Primoris Services Corp

Industrials
2
+ 40.0%
$79.61 - $137.33 $159 - $275
7 $962K
BRCC
Brc Inc.

Consumer Defensive
363
+ 1815.0%
$1.29 - $2.03 $468 - $737
383 $598K
CROX
Crocs, Inc.

Consumer Cyclical
11
+ 55.0%
$74.39 - $108.79 $818 - $1.2K
31 $2.59M
OLMA
Olema Pharmaceuticals, Inc.

Healthcare
52
+ 577.78%
$4.38 - $9.65 $228 - $502
61 $598K
ZIMV
Zim Vie Inc.

Healthcare
27
+ 900.0%
$8.44 - $18.97 $228 - $512
30 $569K
AHH
Armada Hoffler Properties, Inc.

Real Estate
35
+ 1.69%
$6.69 - $7.56 $234 - $265
2.1K $14.8M
ACNB
Acnb Corp

Financial Services
12
+ 300.0%
$41.33 - $46.59 $496 - $559
16 $705K
LPL
Lg Display Co., Ltd.

Technology
41
+ 23.16%
$3.31 - $5.23 $136 - $214
218 $1.14M
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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