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
EWCZ
European Wax Center, Inc.

Consumer Defensive
77
New
$3.91 - $7.45 $301 - $574
77 $305K
MBWM
Mercantile Bank Corp

Financial Services
7
New
$41.69 - $51.79 $292 - $363
7 $305K
VIRT
Virtu Financial, Inc.

Financial Services
8
New
$34.19 - $40.96 $274 - $328
8 $305K
CMT
Core Molding Technologies Inc

Basic Materials
20
New
$12.5 - $15.71 $250 - $314
20 $304K
Savers Value Vlg Inc
44
New
N/A
44 $304K
UMBF
Umb Financial Corp

Financial Services
3
New
$98.0 - $122.56 $294 - $368
3 $304K
TBI
True Blue, Inc.

Industrials
57
New
N/A
57 $303K
ESSA
Essa Bancorp, Inc.

Financial Services
16
New
$18.63 - $22.03 $298 - $352
16 $302K
XENE
Xenon Pharmaceuticals Inc.

Healthcare
9
New
$33.55 - $40.74 $302 - $367
9 $302K
RDVT
Red Violet, Inc.

Technology
8
New
$33.88 - $43.16 $271 - $345
8 $301K
MATV
Schweitzer Mauduit International Inc

Basic Materials
48
New
$5.67 - $10.97 $272 - $527
48 $300K
SMRT
Smart Rent, Inc.

Technology
247
New
$1.08 - $1.8 $267 - $445
247 $299K
TILE
Interface Inc

Consumer Cyclical
15
New
$18.26 - $25.12 $274 - $377
15 $298K
Kyverna Therapeutics Inc
154
New
N/A
154 $298K
NAT
Nordic American Tankers LTD

Industrials
121
New
N/A
121 $298K
Qxo Inc
22
New
N/A
22 $298K
FRBA
First Bank (Nj) Common Stock

Financial Services
20
New
$13.07 - $15.69 $261 - $314
20 $297K
FHTX
Foghorn Therapeutics Inc.

Healthcare
81
New
$3.52 - $6.16 $285 - $499
81 $296K
RPAY
Repay Holdings Corp

Technology
53
New
$5.48 - $7.7 $290 - $408
53 $296K
LAW
Cs Disco, Inc.

Technology
72
New
$4.09 - $5.49 $294 - $395
72 $295K
PWP
Perella Weinberg Partners

Financial Services
16
New
$18.4 - $26.41 $294 - $423
16 $295K
THRY
Thryv Holdings, Inc.

Communication Services
23
New
$12.81 - $20.12 $295 - $463
23 $295K
UFCS
United Fire Group Inc

Financial Services
10
New
$24.78 - $29.72 $248 - $297
10 $295K
PUBM
Pub Matic, Inc.

Technology
32
New
$9.09 - $17.14 $291 - $548
32 $293K
HPK
High Peak Energy, Inc.

Energy
23
New
$10.94 - $15.43 $252 - $355
23 $292K
Onity Group Inc
9
New
N/A
9 $291K
TREX
Trex CO Inc

Industrials
5
New
$54.0 - $74.44 $270 - $372
5 $291K
MLKN
Millerknoll, Inc.

Consumer Cyclical
15
New
$18.34 - $23.29 $275 - $349
15 $288K
RXO
Rxo, Inc.
15
New
$17.65 - $26.81 $265 - $402
15 $287K
TGLS
Tecnoglass Inc.

Basic Materials
4
New
$64.71 - $86.26 $259 - $345
4 $287K
LXRX
Lexicon Pharmaceuticals, Inc.

Healthcare
619
New
$0.29 - $0.96 $180 - $594
619 $286K
UE
Urban Edge Properties

Real Estate
15
New
$18.34 - $21.61 $275 - $324
15 $285K
OGN
Organon & Co.

Healthcare
19
New
$14.29 - $16.41 $272 - $312
19 $283K
ROIV
Roivant Sciences Ltd.

Healthcare
28
New
$10.09 - $12.08 $283 - $338
28 $283K
ONTF
On24 Inc.

Technology
54
New
$5.2 - $7.01 $281 - $379
54 $281K
NHC
National Healthcare Corp

Healthcare
3
New
$90.37 - $106.8 $271 - $320
3 $279K
MBUU
Malibu Boats, Inc.

Consumer Cyclical
9
New
$29.49 - $39.5 $265 - $356
9 $277K
PNTG
Pennant Group, Inc.

Healthcare
11
New
$22.21 - $28.35 $244 - $312
11 $277K
GCO
Genesco Inc

Consumer Cyclical
13
New
$20.17 - $43.42 $262 - $564
13 $276K
NEWT
Newtek Business Services Corp.

Financial Services
23
New
$11.86 - $13.34 $273 - $307
23 $276K
GOLF
Acushnet Holdings Corp.

Consumer Cyclical
4
New
$63.83 - $75.78 $255 - $303
4 $275K
BJRI
B Js Restaurants Inc

Consumer Cyclical
8
New
$31.53 - $38.63 $252 - $309
8 $275K
TRST
Trustco Bank Corp N Y

Financial Services
9
New
$29.65 - $34.34 $267 - $309
9 $275K
Ginkgo Bioworks Holdings Inc
48
New
N/A
48 $274K
Tourmaline Bio Inc
18
New
N/A
18 $274K
Jakks Pac Inc
11
New
N/A
11 $272K
Diversified Energy Company P
20
New
N/A
20 $271K
LVS
Las Vegas Sands Corp

Consumer Cyclical
7
New
$38.18 - $50.93 $267 - $357
7 $271K
VSH
Vishay Intertechnology Inc

Technology
17
New
$15.9 - $19.1 $270 - $325
17 $271K
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
Track This Portfolio

Track True Wealth Design, LLC Portfolio

Follow True Wealth Design, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of True Wealth Design, LLC, based on Form 13F filings with the SEC.

News

Stay updated on True Wealth Design, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email