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
Hamilton Insurance Group LTD
13
New
N/A
13 $270K
DOCN
Digital Ocean Holdings, Inc.

Technology
8
New
$33.39 - $46.69 $267 - $374
8 $268K
CDRE
Cadre Holdings, Inc.

Industrials
9
New
$29.08 - $39.84 $262 - $359
9 $267K
HBI
Hanesbrands Inc.

Consumer Cyclical
46
New
$5.76 - $8.6 $265 - $396
46 $266K
SBTX
Silverback Therapeutics, Inc.

Healthcare
21
New
N/A
21 $265K
FRHC
Freedom Holding Corp.

Financial Services
2
New
$122.16 - $160.98 $244 - $322
2 $265K
LEA
Lear Corp

Consumer Cyclical
3
New
$87.96 - $99.36 $264 - $298
3 $265K
CARG
Car Gurus, Inc.

Communication Services
9
New
$28.82 - $40.55 $259 - $365
9 $263K
LSCC
Lattice Semiconductor Corp

Technology
5
New
$52.45 - $68.78 $262 - $344
5 $263K
HOFT
Hooker Furnishings Corp

Consumer Cyclical
26
New
$10.04 - $13.7 $261 - $356
26 $262K
WRE
Washington Real Estate Investment Trust
15
New
N/A
15 $261K
HUBG
Hub Group, Inc.

Industrials
7
New
$36.53 - $46.48 $256 - $325
7 $261K
DIOD
Diodes Inc

Technology
6
New
$43.17 - $65.74 $259 - $394
6 $260K
Everus Constr Group
7
New
N/A
7 $260K
IMMR
Immersion Corp

Technology
34
New
$7.44 - $8.97 $253 - $305
34 $258K
HLIO
Helios Technologies, Inc.

Industrials
8
New
$32.09 - $46.1 $257 - $369
8 $257K
PRA
Proassurance Corp

Financial Services
11
New
$13.99 - $23.35 $154 - $257
11 $257K
AIP
Arteris, Inc.

Technology
37
New
$6.91 - $12.28 $256 - $454
37 $256K
ATLC
Atlanticus Holdings Corp

Financial Services
5
New
$42.79 - $61.59 $214 - $308
5 $256K
EIG
Employers Holdings, Inc.

Financial Services
5
New
$47.46 - $52.08 $237 - $260
5 $254K
PLYA
Playa Hotels & Resorts N.V.

Consumer Cyclical
19
New
$12.14 - $13.37 $231 - $254
19 $254K
X
United States Steel Corp

Basic Materials
6
New
$30.47 - $43.0 $183 - $258
6 $254K
AMR
Alpha Metallurgical Resources, Inc.

Basic Materials
2
New
$125.01 - $201.52 $250 - $403
2 $251K
COHU
Cohu Inc

Technology
17
New
$14.71 - $27.44 $250 - $466
17 $251K
REZI
Resideo Technologies, Inc.

Industrials
14
New
$16.92 - $23.77 $237 - $333
14 $248K
GRC
Gorman Rupp CO

Industrials
7
New
$35.1 - $39.76 $246 - $278
7 $246K
MTRN
Materion Corp

Basic Materials
3
New
$81.6 - $104.14 $245 - $312
3 $245K
AMPY
Amplify Energy Corp.

Energy
65
New
$3.72 - $6.53 $242 - $424
65 $244K
LXP
Lxp Industrial Trust

Real Estate
28
New
$7.72 - $9.22 $216 - $258
28 $243K
ONTO
Onto Innovation Inc.

Technology
2
New
$121.34 - $224.5 $243 - $449
2 $243K
PSTL
Postal Realty Trust, Inc.

Real Estate
17
New
$12.42 - $14.39 $211 - $245
17 $243K
CIEN
Ciena Corp

Technology
4
New
$60.43 - $98.18 $242 - $393
4 $242K
ITIC
Investors Title CO

Financial Services
1
New
$214.82 - $245.71 $215 - $246
1 $242K
AXL
American Axle & Manufacturing Holdings Inc

Consumer Cyclical
59
New
$4.07 - $5.99 $240 - $353
59 $241K
IMXI
International Money Express, Inc.

Technology
19
New
$12.62 - $21.21 $240 - $403
19 $240K
NAVI
Navient Corp

Financial Services
19
New
$12.63 - $14.66 $240 - $279
19 $240K
Zymeworks Inc
20
New
N/A
20 $239K
MGPI
Mgp Ingredients Inc

Consumer Defensive
8
New
$28.85 - $39.18 $231 - $313
8 $236K
AAON
Aaon, Inc.

Industrials
3
New
$73.52 - $136.95 $221 - $411
3 $235K
FPI
Farmland Partners Inc.

Real Estate
21
New
$10.72 - $12.51 $225 - $263
21 $235K
OXM
Oxford Industries Inc

Consumer Cyclical
4
New
$55.24 - $88.05 $221 - $352
4 $235K
GNW
Genworth Financial Inc

Financial Services
33
New
$6.44 - $7.42 $213 - $245
33 $234K
IRT
Independence Realty Trust, Inc.

Real Estate
11
New
$18.23 - $21.8 $201 - $240
11 $234K
ALIT
Alight, Inc.

Technology
39
New
$5.91 - $7.05 $230 - $275
39 $232K
KE
Kimball Electronics, Inc.

Industrials
14
New
$16.11 - $19.51 $226 - $273
14 $231K
AVO
Mission Produce, Inc.

Consumer Defensive
22
New
$9.76 - $14.18 $215 - $312
22 $231K
LESL
Leslie'S, Inc.

Consumer Cyclical
312
New
$0.74 - $2.3 $231 - $718
312 $230K
BLFS
Biolife Solutions Inc

Healthcare
10
New
$22.84 - $28.49 $228 - $285
10 $229K
CAR
Avis Budget Group, Inc.

Industrials
3
New
$55.49 - $96.5 $166 - $290
3 $228K
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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