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
NUVL
Nuvalent, Inc.

Healthcare
7
New
$67.38 - $88.96 $472 - $623
7 $497K
Conduit Pharmaceuticals Inc
635
New
N/A
635 $496K
COLD
Americold Realty Trust

Real Estate
23
New
$20.74 - $23.05 $477 - $530
23 $494K
SSTI
Shotspotter, Inc

Technology
29
New
$12.4 - $19.07 $360 - $553
29 $492K
Himalaya Shipping LTD
89
New
N/A
89 $488K
EXPO
Exponent Inc

Industrials
6
New
$78.9 - $93.95 $473 - $564
6 $487K
DFIN
Donnelley Financial Solutions, Inc.

Financial Services
11
New
$43.29 - $69.32 $476 - $763
11 $481K
MTN
Vail Resorts Inc

Consumer Cyclical
3
New
$153.58 - $184.72 $461 - $554
3 $481K
RNR
Renaissancere Holdings LTD

Financial Services
2
New
$226.55 - $263.22 $453 - $526
2 $480K
Liberty Global LTD
40
New
N/A
40 $479K
CAL
Caleres Inc

Consumer Cyclical
27
New
$15.27 - $22.49 $412 - $607
27 $466K
NX
Quanex Building Products Corp

Industrials
25
New
$18.54 - $24.18 $464 - $605
25 $465K
LTC
Ltc Properties Inc

Real Estate
13
New
$33.46 - $36.14 $435 - $470
13 $461K
WAL
Western Alliance Bancorporation

Financial Services
6
New
$72.65 - $94.0 $436 - $564
6 $461K
CTRE
Care Trust Reit, Inc.

Real Estate
16
New
$24.93 - $29.13 $399 - $466
16 $458K
COLM
Columbia Sportswear CO

Consumer Cyclical
6
New
$75.3 - $92.08 $452 - $552
6 $455K
CSR
Centerspace

Real Estate
7
New
$60.29 - $66.19 $422 - $463
7 $454K
PKBK
Parke Bancorp, Inc.

Financial Services
24
New
$18.41 - $20.44 $442 - $491
24 $453K
RUSHB
Rush Enterpries Inc Cl B

Consumer Cyclical
8
New
$51.68 - $58.59 $413 - $469
8 $453K
OBNK
Origin Bancorp, Inc.

Financial Services
13
New
N/A
13 $451K
Ncr Atleos Corporation
17
New
N/A
17 $449K
SMP
Standard Motor Products, Inc.

Consumer Cyclical
18
New
$24.92 - $31.9 $449 - $574
18 $449K
CLFD
Clearfield, Inc.

Technology
15
New
$27.28 - $41.12 $409 - $617
15 $446K
PEBO
Peoples Bancorp Inc

Financial Services
15
New
$29.2 - $33.78 $438 - $507
15 $445K
NNI
Nelnet Inc

Financial Services
4
New
$102.92 - $122.39 $412 - $490
4 $444K
IVT
Inven Trust Properties Corp.

Real Estate
15
New
$28.36 - $30.77 $425 - $462
15 $441K
ARES
Ares Management Corp

Financial Services
3
New
$140.19 - $198.28 $421 - $595
3 $440K
NABL
N Able, Inc.

Technology
62
New
$6.92 - $10.3 $429 - $639
62 $440K
PAYC
Paycom Software, Inc.

Technology
2
New
$199.42 - $225.82 $399 - $452
2 $437K
CG
Carlyle Group Inc.

Financial Services
10
New
$40.03 - $56.96 $400 - $570
10 $436K
GPMT
Granite Point Mortgage Trust Inc.

Real Estate
167
New
$2.6 - $3.19 $434 - $533
167 $435K
ARWR
Arrowhead Pharmaceuticals, Inc.

Healthcare
34
New
$12.74 - $21.53 $433 - $732
34 $434K
RCII
Rent A Center Inc De

Industrials
18
New
N/A
18 $432K
BWB
Bridgewater Bancshares Inc

Financial Services
31
New
$12.56 - $15.24 $389 - $472
31 $431K
BC
Brunswick Corp

Consumer Cyclical
8
New
$53.49 - $70.51 $428 - $564
8 $431K
UMH
Umh Properties, Inc.

Real Estate
23
New
$17.49 - $19.0 $402 - $437
23 $431K
Bicara Therapeutics Inc
33
New
N/A
33 $430K
PBH
Prestige Consumer Healthcare Inc.

Healthcare
5
New
$73.82 - $89.02 $369 - $445
5 $430K
OLO
Olo Inc.

Technology
71
New
$5.98 - $8.12 $425 - $577
71 $429K
NTST
Netstreit Corp.

Real Estate
27
New
$13.64 - $15.85 $368 - $428
27 $428K
SFST
Southern First Bancshares Inc

Financial Services
13
New
$31.88 - $38.5 $414 - $501
13 $428K
GIC
Global Industrial CO

Industrials
19
New
$22.1 - $25.66 $420 - $488
19 $426K
Millrose Pptys Inc
16
New
N/A
16 $425K
BLMN
Bloomin' Brands, Inc.

Consumer Cyclical
59
New
$7.17 - $12.89 $423 - $761
59 $424K
SYF
Synchrony Financial

Financial Services
8
New
$51.9 - $70.63 $415 - $565
8 $424K
CNNE
Cannae Holdings, Inc.

Consumer Cyclical
23
New
$16.12 - $20.1 $371 - $462
23 $422K
GNTX
Gentex Corp

Consumer Cyclical
18
New
$23.3 - $28.48 $419 - $513
18 $420K
GMRE
Global Medical Reit Inc.

Real Estate
48
New
$7.52 - $9.08 $361 - $436
48 $420K
PAX
Patria Investments LTD

Financial Services
37
New
$10.85 - $12.72 $401 - $471
37 $418K
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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