True Wealth Design, LLC New Holdings in Q1 2025

True Wealth Design, LLC

  • $263 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
WOR
Worthington Industries Inc

Industrials
5.94K
New
$38.95 - $51.6 $231K - $307K
5.94K $298M
Worthington Stl Inc
6.3K
New
N/A
6.3K $160M
AVSU
American Centy ETF Tr Avantis

ETFs
1.69K
New
$61.4 - $69.08 $103K - $116K
1.69K $105M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
5.1K
New
$18.36 - $20.51 $93.6K - $105K
5.1K $101M
VB
Vanguard Small Cap ETF

ETFs
392
New
$217.89 - $252.64 $85.4K - $99K
392 $86.9M
MUB
Ishares National Muni Bond ETF

ETFs
784
New
$104.71 - $107.69 $82.1K - $84.4K
784 $82.7M
DKNG
Draft Kings Inc.

Consumer Cyclical
1.69K
New
$33.21 - $53.49 $56.1K - $90.3K
1.69K $56.1M
CNXC
Concentrix Corp

Technology
835
New
$42.45 - $65.04 $35.4K - $54.3K
835 $46.5M
AN
Autonation, Inc.

Consumer Cyclical
277
New
$156.67 - $195.15 $43.4K - $54.1K
277 $44.9M
VUG
Vanguard Growth ETF

ETFs
120
New
$369.1 - $427.61 $44.3K - $51.3K
120 $44.5M
VLY
Valley National Bancorp

Financial Services
3.91K
New
$8.56 - $10.42 $33.5K - $40.7K
3.91K $34.8M
WBS
Webster Financial Corp

Financial Services
618
New
$47.55 - $61.41 $29.4K - $38K
618 $31.9M
COTY
Coty Inc.

Consumer Defensive
5.48K
New
$5.43 - $7.61 $29.8K - $41.7K
5.48K $30M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
607
New
$42.5 - $46.71 $25.8K - $28.4K
607 $27.5M
WBA
Walgreens Boots Alliance, Inc.

Healthcare
2.32K
New
$9.19 - $12.93 $21.3K - $30K
2.32K $25.9M
DGRO
Ishares Core Dividend Growth E

ETFs
393
New
$60.46 - $64.42 $23.8K - $25.3K
393 $24.3M
VXF
Vanguard Extended Market ETF

ETFs
137
New
$170.36 - $201.04 $23.3K - $27.5K
137 $23.6M
REG
Regency Centers Corp

Real Estate
280
New
$68.83 - $77.74 $19.3K - $21.8K
280 $20.7M
ATKR
Atkore Inc.

Industrials
316
New
$58.89 - $88.18 $18.6K - $27.9K
316 $19M
SIG
Signet Jewelers LTD

Consumer Cyclical
301
New
$46.42 - $78.03 $14K - $23.5K
301 $17.5M
DAR
Darling Ingredients Inc.

Consumer Defensive
489
New
$28.51 - $41.85 $13.9K - $20.5K
489 $15.3M
NVST
Envista Holdings Corp

Healthcare
857
New
$16.25 - $22.15 $13.9K - $19K
857 $14.8M
MHO
M/I Homes, Inc.

Consumer Cyclical
129
New
$113.46 - $138.33 $14.6K - $17.8K
129 $14.7M
PGNY
Progyny, Inc.

Healthcare
633
New
$17.43 - $23.88 $11K - $15.1K
633 $14.1M
TPH
Tri Pointe Homes, Inc.

Consumer Cyclical
443
New
$30.79 - $38.48 $13.6K - $17K
443 $14.1M
G
Genpact LTD

Technology
259
New
$42.88 - $55.54 $11.1K - $14.4K
259 $13M
AX
Axos Financial, Inc.

Financial Services
196
New
$61.63 - $73.1 $12.1K - $14.3K
196 $12.6M
HSY
Hershey CO

Consumer Defensive
72
New
$144.74 - $186.36 $10.4K - $13.4K
72 $12.3M
YETI
Yeti Holdings, Inc.

Consumer Cyclical
365
New
$31.92 - $38.83 $11.7K - $14.2K
365 $12.1M
ESTC
Elastic N.V.

Technology
135
New
$89.1 - $117.76 $12K - $15.9K
135 $12M
MKSI
Mks Instruments Inc

Technology
149
New
$78.89 - $122.69 $11.8K - $18.3K
149 $11.9M
LZ
Legalzoom.Com, Inc.

Industrials
1.37K
New
$7.52 - $10.26 $10.3K - $14.1K
1.37K $11.8M
IRBO
Ishares Robotics & Artificial

ETFs
368
New
N/A
368 $11.6M
ROCK
Gibraltar Industries, Inc.

Industrials
177
New
$56.2 - $67.05 $9.95K - $11.9K
177 $10.4M
PBF
Pbf Energy Inc.

Energy
516
New
$18.97 - $31.31 $9.79K - $16.2K
516 $9.85M
TSN
Tyson Foods, Inc.

Consumer Defensive
153
New
$54.27 - $63.81 $8.3K - $9.76K
153 $9.76M
BYD
Boyd Gaming Corp

Consumer Cyclical
142
New
$65.83 - $79.52 $9.35K - $11.3K
142 $9.35M
AZEK
Azek CO Inc.

Industrials
189
New
$39.61 - $52.0 $7.49K - $9.83K
189 $9.24M
PPBI
Pacific Premier Bancorp Inc

Financial Services
422
New
$21.05 - $26.35 $8.88K - $11.1K
422 $9M
ST
Sensata Technologies Holding PLC

Technology
359
New
$24.27 - $30.0 $8.71K - $10.8K
359 $8.71M
PFG
Principal Financial Group Inc

Financial Services
101
New
$76.34 - $89.04 $7.71K - $8.99K
101 $8.52M
MSA
Msa Safety Inc

Industrials
58
New
$146.69 - $166.47 $8.51K - $9.66K
58 $8.51M
OHI
Omega Healthcare Investors Inc

Real Estate
222
New
$35.7 - $38.33 $7.93K - $8.51K
222 $8.45M
Fortrea Hldgs Inc
1.11K
New
N/A
1.11K $8.36M
BTU
Peabody Energy Corp

Energy
613
New
$12.48 - $20.86 $7.65K - $12.8K
613 $8.31M
ESS
Essex Property Trust, Inc.

Real Estate
27
New
N/A
27 $8.28M
NSP
Insperity, Inc.

Industrials
92
New
$69.6 - $94.21 $6.4K - $8.67K
92 $8.21M
INGR
Ingredion Inc

Consumer Defensive
56
New
$125.6 - $137.36 $7.03K - $7.69K
56 $7.57M
MAA
Mid America Apartment Communities Inc.

Real Estate
45
New
$146.9 - $170.92 $6.61K - $7.69K
45 $7.54M
Activity Summary
Buys All Purchases 2154 New Holdings 1347 Increased Positions 807 Sells All Sells 381 Reductions 381 Sold out 0 Options Calls 0 Puts 0
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