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
FIGS
Figs, Inc.

Consumer Cyclical
2
+ 1.46%
$5.65 - $7.44 $11.3 - $14.9
139 $930K
LGIH
Lgi Homes, Inc.

Consumer Cyclical
3
+ 25.0%
$50.79 - $67.47 $152 - $202
15 $776K
TENB
Tenable Holdings, Inc.

Technology
11
+ 30.56%
$28.58 - $35.46 $314 - $390
47 $1.37M
INT
World Fuel Services Corp

Energy
11
+ 20.0%
N/A
66 $1.71M
DOCN
Digital Ocean Holdings, Inc.

Technology
1
+ 4.76%
$25.74 - $37.71 $25.7 - $37.7
22 $752K
TEX
Terex Corp

Industrials
2
+ 20.0%
$48.36 - $53.52 $96.7 - $107
12 $616K
ETD
Ethan Allen Interiors Inc

Consumer Cyclical
4
+ 22.22%
$28.52 - $30.48 $114 - $122
22 $649K
RWT
Redwood Trust Inc

Real Estate
30
+ 13.39%
$5.46 - $6.37 $164 - $191
254 $1.47M
OVLY
Oak Valley Bancorp

Financial Services
5
+ 500.0%
$25.97 - $29.36 $130 - $147
6 $170K
BWFG
Bankwell Financial Group, Inc.

Financial Services
3
+ 300.0%
$36.84 - $45.99 $111 - $138
4 $177K
FRSH
Freshworks Inc.

Technology
26
+ 49.06%
$11.77 - $15.36 $306 - $399
79 $930K
CERT
Certara, Inc.

Healthcare
9
+ 17.31%
$9.53 - $12.22 $85.8 - $110
61 $746K
GRC
Gorman Rupp CO

Industrials
1
+ 11.11%
$36.65 - $46.41 $36.7 - $46.4
10 $465K
FYBR
Frontier Communications Parent, Inc.

Communication Services
3
+ 13.64%
$36.44 - $37.53 $109 - $113
25 $934K
AVB
Avalonbay Communities Inc

Real Estate
1
+ 16.67%
$182.72 - $204.51 $183 - $205
7 $1.35M
SKY
Skyline Champion Corp

Consumer Cyclical
1
+ 25.0%
$60.9 - $78.84 $60.9 - $78.8
5 $382K
ELP
Energy CO Of Parana

Utilities
12
+ 60.0%
$8.34 - $9.9 $100 - $119
32 $314K
Princeton Bancorp Inc
4
+ 400.0%
N/A
5 $160K
VABK
Virginia National Bankshares Corp

Financial Services
3
+ 75.0%
$36.6 - $42.35 $110 - $127
7 $272K
ZG
Zillow Group, Inc.

Communication Services
1
+ 12.5%
$68.95 - $86.76 $69 - $86.8
9 $670K
AROW
Arrow Financial Corp

Financial Services
4
+ 100.0%
$26.16 - $29.8 $105 - $119
8 $227K
Flowco Hldgs Inc
9
+ 180.0%
N/A
14 $208K
PBFS
Pioneer Bancorp, Inc.

Financial Services
6
+ 17.14%
$11.89 - $13.58 $71.3 - $81.5
41 $536K
Gohealth Inc
31
+ 59.62%
N/A
83 $401K
VLGEA
Village Super Market Inc

Consumer Defensive
3
+ 100.0%
$33.6 - $39.74 $101 - $119
6 $225K
MITT
Ag Mortgage Investment Trust, Inc.

Real Estate
15
+ 300.0%
$6.97 - $7.85 $105 - $118
20 $145K
VVV
Valvoline Inc

Energy
3
+ 300.0%
$35.02 - $40.67 $105 - $122
4 $144K
LMNR
Limoneira CO

Consumer Defensive
7
+ 233.33%
$14.68 - $16.52 $103 - $116
10 $149K
NTST
Netstreit Corp.

Real Estate
4
+ 14.81%
$16.82 - $18.96 $67.3 - $75.8
31 $560K
OMAB
Central North Airport Group

Industrials
1
+ 33.33%
$102.01 - $113.86 $102 - $114
4 $416K
RVMD
Revolution Medicines, Inc.

Healthcare
1
+ 20.0%
$34.7 - $46.7 $34.7 - $46.7
6 $281K
MYFW
First Western Financial Inc

Financial Services
4
+ 100.0%
$20.53 - $24.77 $82.1 - $99.1
8 $185K
BUR
Burford Capital LTD

Financial Services
21
+ 30.43%
$11.96 - $14.84 $251 - $312
90 $1.08M
PAGS
Pag Seguro Digital Ltd.

Technology
3
+ 1.73%
$7.75 - $10.74 $23.3 - $32.2
176 $1.76M
ABM
Abm Industries Inc

Industrials
2
+ 200.0%
$44.78 - $49.66 $89.6 - $99.3
3 $139K
Middlefield Banc Corp
3
+ 300.0%
N/A
4 $121K
Two Hbrs Invt Corp
11
+ 52.38%
N/A
32 $316K
FCBC
First Community Bankshares Inc

Financial Services
3
+ 75.0%
$34.52 - $41.79 $104 - $125
7 $244K
RM
Regional Management Corp.

Financial Services
1
+ 20.0%
$29.2 - $45.54 $29.2 - $45.5
6 $234K
CUK
Carnival PLC

Consumer Cyclical
3
+ 60.0%
$26.04 - $29.57 $78.1 - $88.7
8 $212K
OB
Outbrain Inc.

Communication Services
55
+ 458.33%
$2.49 - $2.69 $137 - $148
67 $111K
MAPS
Wm Technology, Inc.

Technology
19
+ 8.96%
$0.88 - $1.3 $16.7 - $24.7
231 $268K
GGB
Gerdau S.A.

Basic Materials
21
+ 35.59%
$2.85 - $3.2 $59.9 - $67.2
80 $248K
MNTK
Montauk Renewables, Inc.

Utilities
42
+ 84.0%
$1.77 - $2.71 $74.3 - $114
92 $185K
GCBC
Greene County Bancorp Inc

Financial Services
3
+ 60.0%
$22.49 - $25.75 $67.5 - $77.3
8 $181K
Ni Hldgs Inc
5
+ 250.0%
N/A
7 $95K
RGCO
Rgc Resources Inc

Utilities
3
+ 300.0%
$19.68 - $23.16 $59 - $69.5
4 $90K
CTO
Cto Realty Growth, Inc.

Real Estate
5
+ 25.0%
$15.89 - $17.75 $79.5 - $88.8
25 $408K
BSVN
Bank7 Corp.

Financial Services
1
+ 33.33%
$42.63 - $49.84 $42.6 - $49.8
4 $186K
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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