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
IPAR
Inter Parfums Inc

Consumer Defensive
2
New
$113.87 - $144.54 $228 - $289
2 $228K
SBH
Sally Beauty Holdings, Inc.

Consumer Cyclical
25
New
$8.5 - $11.33 $213 - $283
25 $226K
Viper Energy Inc
5
New
N/A
5 $226K
ABR
Arbor Realty Trust Inc

Real Estate
19
New
$11.68 - $13.98 $222 - $266
19 $224K
WSC
Will Scot Mobile Mini Holdings Corp.

Industrials
8
New
$27.8 - $39.18 $222 - $313
8 $223K
NHI
National Health Investors Inc

Real Estate
3
New
$65.79 - $76.06 $197 - $228
3 $222K
RYAN
Ryan Specialty Holdings, Inc.

Financial Services
3
New
$60.74 - $73.87 $182 - $222
3 $222K
MCW
Mister Car Wash, Inc.

Consumer Cyclical
28
New
$6.98 - $8.49 $195 - $238
28 $221K
AMOT
Allied Motion Technologies Inc

Technology
10
New
N/A
10 $220K
BFST
Business First Bancshares, Inc.

Financial Services
9
New
$23.34 - $27.96 $210 - $252
9 $220K
TMCI
Treace Medical Concepts, Inc.

Healthcare
26
New
$7.3 - $10.54 $190 - $274
26 $219K
Brightspring Health Svcs Inc
12
New
N/A
12 $218K
CPRI
Capri Holdings LTD

Consumer Cyclical
11
New
$19.02 - $25.84 $209 - $284
11 $218K
BH
Biglari Holdings Inc.

Consumer Cyclical
1
New
$208.0 - $257.76 $208 - $258
1 $217K
BFS
Saul Centers, Inc.

Real Estate
6
New
$35.47 - $38.54 $213 - $231
6 $217K
BEAM
Beam Therapeutics Inc.

Healthcare
11
New
$19.53 - $34.09 $215 - $375
11 $215K
JILL
J.Jill, Inc.

Consumer Cyclical
11
New
$17.79 - $28.19 $196 - $310
11 $215K
MTW
Manitowoc CO Inc

Industrials
25
New
$8.4 - $12.16 $210 - $304
25 $215K
CROX
Crocs, Inc.

Consumer Cyclical
2
New
$88.83 - $112.59 $178 - $225
2 $213K
OFIX
Orthofix Medical Inc.

Healthcare
13
New
$16.06 - $19.04 $209 - $248
13 $213K
VVI
Viad Corp

Industrials
6
New
$38.76 - $41.63 $233 - $250
6 $213K
ARCB
Arcbest Corp

Industrials
3
New
$70.58 - $101.93 $212 - $306
3 $212K
Skyward Specialty Ins Group
4
New
N/A
4 $212K
AURA
Aura Biosciences, Inc.

Healthcare
36
New
$5.86 - $8.45 $211 - $304
36 $211K
ALX
Alexanders Inc

Real Estate
1
New
$185.64 - $219.2 $186 - $219
1 $210K
FMBH
First Mid Bancshares, Inc.

Financial Services
6
New
$34.59 - $39.27 $208 - $236
6 $210K
IRMD
Iradimed Corp

Healthcare
4
New
$51.44 - $62.67 $206 - $251
4 $210K
AZTA
Azenta, Inc.

Healthcare
6
New
$34.61 - $54.75 $208 - $329
6 $208K
KNTK
Kinetik Holdings Inc.

Energy
4
New
$49.51 - $66.5 $198 - $266
4 $208K
BSIG
Bright Sphere Investment Group Inc.

Financial Services
8
New
$24.04 - $25.84 $192 - $207
8 $207K
RRBI
Red River Bancshares Inc

Financial Services
4
New
$49.45 - $59.53 $198 - $238
4 $207K
PMT
Penny Mac Mortgage Investment Trust

Real Estate
14
New
$12.0 - $14.77 $168 - $207
14 $206K
ZIMV
Zim Vie Inc.

Healthcare
19
New
$10.8 - $15.22 $205 - $289
19 $206K
GBX
Greenbrier Companies Inc

Industrials
4
New
$51.22 - $70.7 $205 - $283
4 $205K
EMBC
Embecta Corp.

Healthcare
16
New
$12.28 - $20.93 $196 - $335
16 $204K
PEPG
Pep Gen Inc.

Healthcare
145
New
$1.21 - $3.83 $175 - $555
145 $204K
CAC
Camden National Corp

Financial Services
5
New
$40.28 - $46.52 $201 - $233
5 $203K
SABR
Sabre Corp

Consumer Cyclical
72
New
$2.81 - $4.52 $202 - $325
72 $203K
AAT
American Assets Trust, Inc.

Real Estate
10
New
$19.65 - $26.32 $197 - $263
10 $202K
BFC
Bank First Corp

Financial Services
2
New
$93.72 - $106.76 $187 - $214
2 $202K
KRG
Kite Realty Group Trust

Real Estate
9
New
$21.24 - $25.05 $191 - $225
9 $202K
LEGH
Legacy Housing Corp

Consumer Cyclical
8
New
$22.54 - $28.49 $180 - $228
8 $202K
MMMB
Mama Mancini'S Holdings, Inc.

Consumer Defensive
31
New
N/A
31 $202K
UFPT
Ufp Technologies Inc

Healthcare
1
New
$198.85 - $285.04 $199 - $285
1 $202K
CUBI
Customers Bancorp, Inc.

Financial Services
4
New
$45.61 - $58.42 $182 - $234
4 $201K
RWT
Redwood Trust Inc

Real Estate
33
New
$6.01 - $6.72 $198 - $222
33 $201K
CVLG
Covenant Logistics Group, Inc.

Industrials
9
New
$22.2 - $29.12 $200 - $262
9 $200K
Maplebear Inc
5
New
N/A
5 $200K
PBI
Pitney Bowes Inc

Industrials
22
New
$7.03 - $10.86 $155 - $239
22 $200K
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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