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
SLP
Simulations Plus, Inc.

Healthcare
17
New
$24.0 - $37.01 $408 - $629
17 $417K
MVBF
Mvb Financial Corp

Financial Services
24
New
$16.91 - $20.73 $406 - $498
24 $416K
FLNG
Flex Lng Ltd.

Energy
18
New
$21.46 - $26.35 $386 - $474
18 $414K
UNIT
Uniti Group Inc.

Real Estate
82
New
$4.75 - $5.98 $390 - $490
82 $414K
GABC
German American Bancorp, Inc.

Financial Services
11
New
$37.21 - $41.71 $409 - $459
11 $413K
PLMR
Palomar Holdings, Inc.

Financial Services
3
New
$101.51 - $137.08 $305 - $411
3 $412K
BNL
Broadstone Net Lease, Inc.

Real Estate
24
New
$15.2 - $17.25 $365 - $414
24 $409K
Liberty Media Corp Del
6
New
N/A
6 $409K
DCO
Ducommun Inc

Industrials
7
New
$56.57 - $69.9 $396 - $489
7 $407K
GDOT
Green Dot Corp

Financial Services
48
New
$6.34 - $10.57 $304 - $507
48 $406K
SGHT
Sight Sciences, Inc.

Healthcare
169
New
$2.36 - $3.58 $399 - $605
169 $406K
MITK
Mitek Systems Inc

Technology
49
New
$8.25 - $11.02 $404 - $540
49 $405K
Liberty Media Corp Del
6
New
N/A
6 $404K
HRI
Herc Holdings Inc

Industrials
3
New
$122.25 - $211.06 $367 - $633
3 $403K
BOX
Box Inc

Technology
13
New
$30.22 - $35.39 $393 - $460
13 $402K
BCAL
Southern Calif Bancorp Com

Financial Services
28
New
$14.33 - $16.6 $401 - $465
28 $402K
GTX
Garrett Motion Inc.

Consumer Cyclical
48
New
$8.18 - $9.99 $393 - $480
48 $402K
Talen Energy Corp
2
New
N/A
2 $400K
FNLC
First Bancorp, Inc

Financial Services
16
New
$24.51 - $27.11 $392 - $434
16 $396K
JJSF
J&J Snack Foods Corp

Consumer Defensive
3
New
$122.15 - $153.79 $366 - $461
3 $396K
NXRT
Nex Point Residential Trust, Inc.

Real Estate
10
New
$37.37 - $42.55 $374 - $426
10 $396K
CWEN
Clearway Energy, Inc.

Utilities
13
New
$24.63 - $30.42 $320 - $395
13 $394K
WSR
Whitestone Reit

Real Estate
27
New
$13.25 - $14.58 $358 - $394
27 $394K
AMTB
Amerant Bancorp Inc.

Financial Services
19
New
$20.14 - $23.95 $383 - $455
19 $393K
IONS
Ionis Pharmaceuticals Inc

Healthcare
13
New
$30.17 - $34.97 $392 - $455
13 $393K
BL
Blackline, Inc.

Technology
8
New
$47.46 - $65.64 $380 - $525
8 $388K
FC
Franklin Covey CO

Industrials
14
New
$27.62 - $38.75 $387 - $543
14 $387K
PLNT
Planet Fitness, Inc.

Consumer Cyclical
4
New
$90.12 - $109.07 $360 - $436
4 $387K
GH
Guardant Health, Inc.

Healthcare
9
New
$31.77 - $49.94 $286 - $449
9 $384K
GNRC
Generac Holdings Inc.

Industrials
3
New
$126.65 - $164.06 $380 - $492
3 $380K
Liberty Global LTD
33
New
N/A
33 $380K
SMPL
Simply Good Foods CO

Consumer Defensive
11
New
$32.98 - $39.5 $363 - $435
11 $380K
LAND
Gladstone Land Corp

Real Estate
36
New
$10.4 - $11.84 $374 - $426
36 $379K
CNX
Cnx Resources Corp

Energy
12
New
$27.38 - $37.32 $329 - $448
12 $378K
ACEL
Accel Entertainment, Inc.

Consumer Cyclical
38
New
$9.61 - $12.47 $365 - $474
38 $377K
PLYM
Plymouth Industrial Reit, Inc.

Real Estate
23
New
$16.3 - $17.47 $375 - $402
23 $375K
AHCO
Adapt Health Corp.

Healthcare
34
New
$8.45 - $11.38 $287 - $387
34 $369K
EZPW
Ezcorp Inc

Financial Services
25
New
$11.82 - $15.0 $296 - $375
25 $368K
ULH
Universal Logistics Holdings, Inc.

Industrials
14
New
$25.66 - $46.59 $359 - $652
14 $368K
CENT
Central Garden & Pet CO

Consumer Defensive
10
New
$33.67 - $40.16 $337 - $402
10 $367K
JBT
John Bean Technologies Corp

Industrials
3
New
$121.81 - $131.22 $365 - $394
3 $367K
ARAY
Accuray Inc

Healthcare
204
New
$1.74 - $2.69 $355 - $549
204 $366K
CRMT
Americas Carmart Inc

Consumer Cyclical
8
New
$38.0 - $51.15 $304 - $409
8 $364K
ARKO
Arko Corp.

Consumer Cyclical
92
New
$3.83 - $7.82 $352 - $719
92 $364K
DSGR
Distribution Solutions Group, Inc.

Industrials
13
New
$27.75 - $35.03 $361 - $455
13 $364K
KLIC
Kulicke & Soffa Industries Inc

Technology
11
New
$32.98 - $47.98 $363 - $528
11 $363K
DORM
Dorman Products, Inc.

Consumer Cyclical
3
New
$120.54 - $134.79 $362 - $404
3 $362K
FSBC
Five Star Bancorp

Financial Services
13
New
$27.77 - $31.79 $361 - $413
13 $362K
HTBK
Heritage Commerce Corp

Financial Services
38
New
$8.75 - $10.75 $333 - $409
38 $362K
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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