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
LCII
Lci Industries

Consumer Cyclical
4
+ 400.0%
$93.15 - $107.98 $373 - $432
5 $466K
TARS
Tarsus Pharmaceuticals, Inc.

Healthcare
4
+ 57.14%
$38.82 - $59.43 $155 - $238
11 $654K
BLFY
Blue Foundry Bancorp

Financial Services
42
+ 135.48%
$8.39 - $9.87 $352 - $415
73 $664K
LII
Lennox International Inc

Industrials
1
+ 25.0%
$516.18 - $664.54 $516 - $665
5 $2.65M
PRLB
Proto Labs Inc

Industrials
4
+ 26.67%
$38.74 - $51.02 $155 - $204
19 $951K
LIND
Lindblad Expeditions Holdings, Inc.

Consumer Cyclical
27
+ 2700.0%
$11.54 - $15.0 $312 - $405
28 $359K
FRST
Primis Financial Corp.

Financial Services
33
+ 825.0%
$10.51 - $12.1 $347 - $399
37 $389K
TECK
Teck Resources LTD

Basic Materials
6
+ 26.09%
$31.27 - $44.1 $188 - $265
29 $1.27M
ASR
Southeast Airport Group

Industrials
1
+ 33.33%
$301.06 - $346.48 $301 - $346
4 $1.29M
NATH
Nathans Famous, Inc.

Consumer Cyclical
3
+ 75.0%
$94.47 - $115.75 $283 - $347
7 $776K
NWFL
Norwood Financial Corp

Financial Services
13
+ 1300.0%
$23.93 - $27.06 $311 - $352
14 $356K
FRPH
Frp Holdings, Inc.

Real Estate
14
+ 233.33%
$24.3 - $27.49 $340 - $385
20 $488K
UTZ
Utz Brands, Inc.

Consumer Defensive
27
+ 270.0%
$11.85 - $14.49 $320 - $391
37 $450K
ZEUS
Olympic Steel Inc

Basic Materials
13
+ 38.24%
$30.05 - $35.46 $391 - $461
47 $1.43M
WSR
Whitestone Reit

Real Estate
26
+ 162.5%
$11.8 - $13.18 $307 - $343
42 $516K
IBP
Installed Building Products, Inc.

Consumer Cyclical
1
+ 100.0%
$184.09 - $279.47 $184 - $279
2 $494K
XP
Xp Inc.

Financial Services
18
+ 94.74%
$16.0 - $20.11 $288 - $362
37 $696K
WTBA
West Bancorporation Inc

Financial Services
15
+ 375.0%
$17.8 - $21.14 $267 - $317
19 $387K
Proficient Auto Logistics In
47
+ 85.45%
N/A
102 $703K
LRN
Stride, Inc.

Consumer Defensive
2
+ 200.0%
$128.23 - $169.81 $256 - $340
3 $447K
CWCO
Consolidated Water Co. Ltd.

Utilities
7
+ 70.0%
$28.43 - $35.25 $199 - $247
17 $600K
SCSC
Scansource, Inc.

Technology
5
+ 13.89%
$37.78 - $45.4 $189 - $227
41 $1.8M
Bw Lpg LTD
19
+ 190.0%
N/A
29 $415K
AZTA
Azenta, Inc.

Healthcare
40
+ 9.64%
$26.9 - $34.48 $1.08K - $1.38K
455 $13.1M
APG
A Pi Group Corp

Industrials
239
+ 50.32%
$33.09 - $36.34 $7.91K - $8.69K
714 $24.5M
CNP
Centerpoint Energy Inc

Utilities
3
+ 3.57%
$35.77 - $39.16 $107 - $117
87 $3.38M
PFIS
Peoples Financial Services Corp.

Financial Services
6
+ 85.71%
$46.9 - $53.69 $281 - $322
13 $632K
GEO
Geo Group Inc

Real Estate
14
+ 700.0%
$20.25 - $26.46 $284 - $370
16 $328K
FSBC
Five Star Bancorp

Financial Services
8
+ 133.33%
$29.1 - $33.75 $233 - $270
14 $451K
PJT
Pjt Partners Inc.

Financial Services
1
+ 12.5%
$165.08 - $188.27 $165 - $188
9 $1.6M
PSTL
Postal Realty Trust, Inc.

Real Estate
17
+ 130.77%
$13.7 - $16.35 $233 - $278
30 $471K
III
Information Services Group Inc.

Technology
11
+ 4.98%
$4.2 - $5.97 $46.2 - $65.7
232 $1.33M
PCB
Pcb Bancorp

Financial Services
13
+ 433.33%
$20.21 - $22.39 $263 - $291
16 $336K
LZB
La Z Boy Inc

Consumer Cyclical
8
+ 800.0%
$33.69 - $40.03 $270 - $320
9 $309K
FC
Franklin Covey CO

Industrials
21
+ 51.22%
$18.4 - $24.17 $386 - $508
62 $1.2M
TRIP
Trip Advisor, Inc.

Consumer Cyclical
3
+ 4.41%
$13.87 - $19.14 $41.6 - $57.4
71 $1.16M
ZUMZ
Zumiez Inc

Consumer Cyclical
8
+ 47.06%
$13.19 - $21.31 $106 - $170
25 $491K
ODFL
Old Dominion Freight Line, Inc.

Industrials
6
+ 22.22%
$138.59 - $171.12 $832 - $1.03K
33 $4.65M
PBRA
Petroleo Bras Ads (Ea Reptg 2
18
+ 10.06%
N/A
197 $2.33M
SYM
Symbotic Inc.

Financial Services
4
+ 133.33%
$39.68 - $63.21 $159 - $253
7 $378K
SLVM
Sylvamo Corp

Basic Materials
6
+ 600.0%
$40.4 - $53.01 $242 - $318
7 $310K
AAP
Advance Auto Parts Inc

Consumer Cyclical
2
+ 22.22%
$49.01 - $66.5 $98 - $133
11 $676K
XPRO
Expro Group Holdings N.V.

Energy
1
+ 1.35%
$8.27 - $12.66 $8.27 - $12.7
75 $891K
OLED
Universal Display Corp Pa

Technology
2
+ 66.67%
$134.16 - $161.44 $268 - $323
5 $719K
WSO
Watsco Inc

Industrials
1
+ 25.0%
$381.94 - $489.97 $382 - $490
5 $2.02M
IDT
Idt Corp

Communication Services
7
+ 100.0%
$52.31 - $69.88 $366 - $489
14 $733K
Sharkninja Inc
1
+ 2.78%
N/A
37 $3.82M
FUL
Fuller H B CO

Basic Materials
5
+ 9.8%
$55.6 - $64.06 $278 - $320
56 $3.32M
OBT
Orange County Bancorp, Inc.

Financial Services
10
+ 500.0%
$23.46 - $28.58 $235 - $286
12 $303K
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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