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
FCFS
First Cash Holdings, Inc.

Financial Services
3
New
$102.59 - $120.32 $308 - $361
3 $361K
PRGS
Progress Software Corp

Technology
7
New
$51.39 - $65.26 $360 - $457
7 $361K
IDT
Idt Corp

Communication Services
7
New
$45.68 - $52.65 $320 - $369
7 $360K
TPX
Tempur Sealy International, Inc.

Consumer Cyclical
6
New
$54.94 - $69.15 $330 - $415
6 $360K
ACRE
Ares Commercial Real Estate Corp

Real Estate
77
New
$4.63 - $6.18 $357 - $476
77 $357K
Atlas Energy Solutions Inc
20
New
N/A
20 $357K
Agenus Inc
236
New
N/A
236 $356K
ONEW
One Water Marine Inc.

Consumer Cyclical
22
New
$14.68 - $20.76 $323 - $457
22 $356K
TH
Target Hospitality Corp.

Industrials
54
New
$5.05 - $10.86 $273 - $586
54 $356K
POWI
Power Integrations Inc

Technology
7
New
$50.5 - $66.7 $354 - $467
7 $354K
HSC
Harsco Corp

Industrials
53
New
N/A
53 $353K
CRC
California Resources Corp

Energy
8
New
$39.17 - $54.42 $313 - $435
8 $352K
MOS
Mosaic CO

Basic Materials
13
New
$23.08 - $28.8 $300 - $374
13 $352K
NECB
North East Community Bancorp, Inc.

Financial Services
15
New
$21.63 - $25.71 $324 - $386
15 $352K
OLLI
Ollie'S Bargain Outlet Holdings, Inc.

Consumer Defensive
3
New
$96.27 - $116.36 $289 - $349
3 $350K
SBSI
Southside Bancshares Inc

Financial Services
12
New
$28.79 - $32.77 $345 - $393
12 $348K
Lazard Inc
8
New
N/A
8 $347K
EVGO
E Vgo Inc.

Consumer Cyclical
129
New
$2.37 - $4.46 $306 - $575
129 $344K
HZO
Marinemax Inc

Consumer Cyclical
16
New
$21.5 - $32.37 $344 - $518
16 $344K
IBP
Installed Building Products, Inc.

Consumer Cyclical
2
New
$162.22 - $206.22 $324 - $412
2 $343K
RAPT
Rapt Therapeutics, Inc.

Healthcare
280
New
$1.05 - $1.72 $294 - $482
280 $342K
BY
Byline Bancorp, Inc.

Financial Services
13
New
$25.9 - $30.22 $337 - $393
13 $341K
DX
Dynex Capital Inc

Real Estate
26
New
$12.18 - $14.42 $317 - $375
26 $339K
CADE
Cadence Bank

Financial Services
11
New
$29.1 - $35.93 $320 - $395
11 $334K
LGIH
Lgi Homes, Inc.

Consumer Cyclical
5
New
$65.73 - $93.93 $329 - $470
5 $333K
MDGL
Madrigal Pharmaceuticals, Inc.

Healthcare
1
New
$272.79 - $355.88 $273 - $356
1 $332K
ADEA
Adeia Inc.

Technology
25
New
$12.48 - $17.23 $312 - $431
25 $331K
NWPX
Northwest Pipe CO

Industrials
8
New
$40.07 - $53.13 $321 - $425
8 $331K
CHEF
Chefs' Warehouse, Inc.

Consumer Defensive
6
New
$48.93 - $66.35 $294 - $398
6 $327K
GNTY
Guaranty Bancshares Inc

Financial Services
8
New
$32.67 - $42.34 $261 - $339
8 $321K
SNCY
Sun Country Airlines Holdings, Inc.

Industrials
26
New
$12.32 - $18.17 $320 - $472
26 $321K
AORT
Artivion, Inc.

Healthcare
13
New
$23.19 - $31.7 $301 - $412
13 $320K
FROG
J Frog LTD

Technology
10
New
$30.59 - $42.03 $306 - $420
10 $320K
FBRT
Franklin Bsp Realty Trust, Inc.

Real Estate
25
New
$12.06 - $13.55 $302 - $339
25 $319K
RPD
Rapid7, Inc.

Technology
12
New
$26.51 - $39.81 $318 - $478
12 $319K
SEAS
Sea World Entertainment, Inc.

Consumer Cyclical
7
New
N/A
7 $319K
CWENA
Clearway Energy Inc Cl A
11
New
N/A
11 $314K
Paysafe Limited
20
New
N/A
20 $314K
IGMS
Igm Biosciences, Inc.

Healthcare
271
New
$1.15 - $6.8 $312 - $1.84K
271 $312K
PFIS
Peoples Financial Services Corp.

Financial Services
7
New
$44.47 - $53.7 $311 - $376
7 $312K
UVSP
Univest Financial Corp

Financial Services
11
New
$27.52 - $31.63 $303 - $348
11 $312K
GATX
Gatx Corp

Industrials
2
New
$149.94 - $167.38 $300 - $335
2 $311K
WGO
Winnebago Industries Inc

Consumer Cyclical
9
New
$34.4 - $49.81 $310 - $448
9 $311K
ALGT
Allegiant Travel CO

Industrials
6
New
$51.65 - $105.3 $310 - $632
6 $310K
TRUE
True Car, Inc.

Communication Services
196
New
$1.58 - $3.75 $310 - $735
196 $310K
LADR
Ladder Capital Corp

Real Estate
27
New
$10.81 - $11.87 $292 - $320
27 $309K
CXM
Sprinklr, Inc.

Technology
37
New
$8.08 - $9.42 $299 - $349
37 $309K
GPRO
Go Pro, Inc.

Technology
463
New
$0.66 - $1.15 $306 - $532
463 $307K
BIGC
Big Commerce Holdings, Inc.

Technology
53
New
$5.76 - $7.09 $305 - $376
53 $306K
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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