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
Onity Group Inc
6
+ 100.0%
N/A
12 $480K
TMCI
Treace Medical Concepts, Inc.

Healthcare
36
+ 400.0%
$5.34 - $7.7 $192 - $277
45 $302K
FFWM
First Foundation Inc.

Financial Services
43
+ 252.94%
$4.78 - $6.09 $206 - $262
60 $335K
Brookfield Renewable Corp
7
+ 175.0%
N/A
11 $379K
KEY
Keycorp

Financial Services
5
+ 4.13%
$17.37 - $19.39 $86.9 - $97
126 $2.36M
KRT
Karat Packaging Inc.

Consumer Cyclical
11
+ 100.0%
$23.95 - $29.28 $263 - $322
22 $555K
SSL
Sasol LTD

Basic Materials
27
+ 62.79%
$4.6 - $7.15 $124 - $193
70 $436K
HAIN
Hain Celestial Group Inc

Consumer Defensive
89
+ 5.32%
$1.44 - $2.15 $128 - $191
1.76K $2.78M
SQM
Chemical & Mining CO Of Chile Inc

Basic Materials
4
+ 44.44%
$35.21 - $46.94 $141 - $188
13 $559K
Fs Bancorp Inc
6
+ 600.0%
N/A
7 $280K
TSBK
Timberland Bancorp Inc

Financial Services
7
+ 233.33%
$30.97 - $36.62 $217 - $256
10 $333K
FVCB
Fvc Bankcorp, Inc.

Financial Services
18
+ 450.0%
$11.93 - $13.87 $215 - $250
22 $286K
PDM
Piedmont Office Realty Trust, Inc.

Real Estate
7
+ 6.93%
N/A
108 $972K
GH
Guardant Health, Inc.

Healthcare
2
+ 20.0%
$40.98 - $67.42 $82 - $135
12 $750K
ECVT
Ecovyst Inc.

Basic Materials
17
+ 11.49%
$7.6 - $9.37 $129 - $159
165 $1.45M
BIGC
Big Commerce Holdings, Inc.

Technology
47
+ 4.82%
$4.16 - $5.26 $196 - $247
1.02K $5.1M
MGY
Magnolia Oil & Gas Corp

Energy
9
+ 225.0%
$22.5 - $25.26 $203 - $227
13 $311K
NAVI
Navient Corp

Financial Services
17
+ 850.0%
$12.41 - $15.59 $211 - $265
19 $250K
KROS
Keros Therapeutics, Inc.

Healthcare
13
+ 216.67%
$13.34 - $16.05 $173 - $209
19 $301K
ACRE
Ares Commercial Real Estate Corp

Real Estate
61
+ 28.37%
$4.14 - $5.13 $253 - $313
276 $1.25M
PEAK
Healthpeak Properties, Inc.

Real Estate
5
+ 6.76%
N/A
79 $1.51M
ERJ
Embraer S.A.

Industrials
3
+ 30.0%
$47.39 - $61.02 $142 - $183
13 $786K
MMI
Marcus & Millichap, Inc.

Real Estate
8
+ 53.33%
$28.74 - $33.19 $230 - $266
23 $676K
ATLO
Ames National Corp

Financial Services
6
+ 17.14%
$17.9 - $20.71 $107 - $124
41 $830K
BCML
Bay Com Corp

Financial Services
7
+ 140.0%
$26.75 - $30.77 $187 - $215
12 $345K
NJR
New Jersey Resources Corp

Utilities
4
+ 133.33%
$45.05 - $48.15 $180 - $193
7 $338K
RBB
Rbb Bancorp

Financial Services
9
+ 47.37%
N/A
28 $526K
HONE
Harbor One Bancorp, Inc.

Financial Services
11
+ 47.83%
$11.61 - $13.75 $128 - $151
34 $463K
MTH
Meritage Homes Corp

Consumer Cyclical
2
+ 22.22%
$67.34 - $82.83 $135 - $166
11 $797K
INBK
First Internet Bancorp

Financial Services
12
+ 70.59%
$21.46 - $28.0 $258 - $336
29 $651K
GNTY
Guaranty Bancshares Inc

Financial Services
2
+ 14.29%
$42.63 - $52.33 $85.3 - $105
16 $780K
WMG
Warner Music Group Corp.

Communication Services
4
+ 57.14%
$27.83 - $34.24 $111 - $137
11 $375K
HRTG
Heritage Insurance Holdings, Inc.

Financial Services
6
+ 4.51%
$19.02 - $28.4 $114 - $170
139 $3.5M
WD
Walker & Dunlop, Inc.

Financial Services
2
+ 200.0%
$72.06 - $87.6 $144 - $175
3 $251K
AMBC
Ambac Financial Group Inc

Financial Services
16
+ 45.71%
$6.94 - $9.72 $111 - $156
51 $426K
Natures Sunshine Prods Inc
11
+ 183.33%
N/A
17 $264K
RBBN
Ribbon Communications Inc.

Communication Services
57
+ 28.64%
$3.58 - $4.25 $204 - $242
256 $973K
KRNY
Kearny Financial Corp.

Financial Services
19
+ 4.31%
$5.85 - $6.95 $111 - $132
460 $3.02M
WFG
West Fraser Timber Co., LTD

Basic Materials
3
+ 50.0%
$66.7 - $77.96 $200 - $234
9 $612K
GETY
Vector Holding, LLC

Communication Services
17
+ 3.98%
$1.66 - $2.14 $28.2 - $36.4
444 $880K
WAFD
Washington Federal Inc

Financial Services
4
+ 8.33%
$28.87 - $31.95 $115 - $128
52 $1.58M
Latam Airlines Group Sa
3
+ 42.86%
N/A
10 $453K
UGP
Ultrapar Holdings Inc

Energy
37
+ 185.0%
$2.83 - $4.1 $105 - $152
57 $234K
BFC
Bank First Corp

Financial Services
1
+ 8.33%
$115.55 - $132.29 $116 - $132
13 $1.58M
CIVB
Civista Bancshares, Inc.

Financial Services
9
+ 128.57%
$19.28 - $25.08 $174 - $226
16 $332K
XPO
Xpo Logistics, Inc.

Industrials
1
+ 9.09%
$118.79 - $138.31 $119 - $138
12 $1.55M
HEIA
Heico Crp Cl A
1
+ 5.0%
N/A
21 $5.34M
HLX
Helix Energy Solutions Group Inc

Energy
22
+ 43.14%
$5.7 - $6.96 $125 - $153
73 $479K
MITK
Mitek Systems Inc

Technology
17
+ 29.82%
$8.8 - $10.55 $150 - $179
74 $723K
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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