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
PGC
Peapack Gladstone Financial Corp

Financial Services
7
New
$28.38 - $35.17 $199 - $246
7 $199K
RDNT
Rad Net, Inc.

Healthcare
4
New
$45.92 - $72.75 $184 - $291
4 $199K
TCMD
Tactile Systems Technology Inc

Healthcare
15
New
$13.07 - $18.01 $196 - $270
15 $199K
CLH
Clean Harbors Inc

Industrials
1
New
$188.14 - $246.1 $188 - $246
1 $198K
KIDS
Orthopediatrics Corp

Healthcare
8
New
$22.87 - $27.24 $183 - $218
8 $198K
CLVT
Clarivate PLC

Technology
50
New
$3.93 - $5.66 $197 - $283
50 $197K
GKOS
Glaukos Corp

Healthcare
2
New
$96.6 - $161.22 $193 - $322
2 $197K
NSA
National Storage Affiliates Trust

Real Estate
5
New
$35.92 - $39.59 $180 - $198
5 $197K
ESRT
Empire State Realty Trust, Inc.

Real Estate
25
New
$7.82 - $10.26 $196 - $257
25 $196K
CWK
Cushman & Wakefield PLC

Real Estate
19
New
$10.19 - $13.87 $194 - $264
19 $195K
DGII
Digi International Inc

Technology
7
New
$27.83 - $35.68 $195 - $250
7 $195K
ARHS
Arhaus, Inc.

Consumer Cyclical
22
New
$8.57 - $12.98 $189 - $286
22 $192K
GAMB
Gambling.Com Group LTD

Consumer Cyclical
15
New
$11.67 - $16.75 $175 - $251
15 $190K
Armour Residential Reit Inc
11
New
N/A
11 $189K
ELF
E.L.F. Beauty, Inc.

Consumer Defensive
3
New
$62.41 - $133.91 $187 - $402
3 $189K
RC
Ready Capital Corp

Real Estate
37
New
$4.9 - $7.05 $181 - $261
37 $189K
TMP
Tompkins Financial Corp

Financial Services
3
New
$62.44 - $72.73 $187 - $218
3 $189K
THRM
Gentherm Inc

Consumer Cyclical
7
New
$26.74 - $40.76 $187 - $285
7 $188K
ZD
Ziff Davis, Inc.

Communication Services
5
New
$37.58 - $55.5 $188 - $278
5 $188K
Kodiak Gas Svcs Inc
5
New
N/A
5 $187K
SHYF
Shyft Group, Inc.

Industrials
23
New
$8.09 - $12.59 $186 - $290
23 $187K
TSHA
Taysha Gene Therapies, Inc.

Healthcare
132
New
$1.39 - $2.05 $183 - $271
132 $184K
JKHY
Henry Jack & Associates Inc

Technology
1
New
$166.47 - $191.28 $166 - $191
1 $183K
MPB
Mid Penn Bancorp Inc

Financial Services
7
New
$25.28 - $30.86 $177 - $216
7 $182K
RARE
Ultragenyx Pharmaceutical Inc.

Healthcare
5
New
$36.21 - $45.78 $181 - $229
5 $182K
MIRM
Mirum Pharmaceuticals, Inc.

Healthcare
4
New
$41.32 - $53.16 $165 - $213
4 $181K
TSBK
Timberland Bancorp Inc

Financial Services
6
New
$28.5 - $32.04 $171 - $192
6 $181K
VABK
Virginia National Bankshares Corp

Financial Services
5
New
$33.66 - $37.75 $168 - $189
5 $181K
CLBK
Columbia Financial, Inc.

Financial Services
12
New
$14.76 - $16.27 $177 - $195
12 $180K
ALG
Alamo Group Inc

Industrials
1
New
$172.9 - $190.49 $173 - $190
1 $179K
Bridger Aerospace Grp Hldgs
158
New
N/A
158 $179K
CELH
Celsius Holdings, Inc.

Consumer Defensive
5
New
$21.28 - $35.62 $106 - $178
5 $179K
RKLB
Rocket Lab Usa, Inc.

Industrials
10
New
$17.12 - $31.57 $171 - $316
10 $179K
IRWD
Ironwood Pharmaceuticals Inc

Healthcare
121
New
$1.41 - $4.58 $171 - $554
121 $178K
MYFW
First Western Financial Inc

Financial Services
9
New
$17.54 - $21.83 $158 - $196
9 $177K
RXST
Rx Sight, Inc.

Healthcare
7
New
$24.37 - $35.84 $171 - $251
7 $177K
Atlanta Braves Hldgs Inc
4
New
N/A
4 $176K
MKTW
Marketwise, Inc.

Technology
356
New
$0.49 - $0.83 $174 - $295
356 $176K
BWMN
Bowman Consulting Group Ltd.

Industrials
8
New
$18.39 - $26.53 $147 - $212
8 $175K
INVH
Invitation Homes Inc.

Real Estate
5
New
$30.28 - $34.85 $151 - $174
5 $175K
MEC
Mayville Engineering Company, Inc.

Industrials
13
New
$13.43 - $16.37 $175 - $213
13 $175K
MFA
Mfa Financial, Inc.

Real Estate
17
New
$9.53 - $11.0 $162 - $187
17 $175K
SXC
Sun Coke Energy, Inc.

Basic Materials
19
New
$8.95 - $10.57 $170 - $201
19 $175K
MIR
Mirion Technologies, Inc.

Industrials
12
New
$13.51 - $18.28 $162 - $219
12 $174K
KRO
Kronos Worldwide Inc

Basic Materials
23
New
$7.38 - $10.03 $170 - $231
23 $173K
BMEA
Biomea Fusion, Inc.

Healthcare
80
New
$2.13 - $4.48 $170 - $358
80 $171K
MP
Mp Materials Corp.

Basic Materials
7
New
$16.39 - $26.93 $115 - $189
7 $171K
NCLH
Norwegian Cruise Line Holdings Ltd.

Consumer Cyclical
9
New
$18.53 - $29.07 $167 - $262
9 $171K
NWFL
Norwood Financial Corp

Financial Services
7
New
$24.13 - $26.73 $169 - $187
7 $170K
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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