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
Life360 Inc
3
New
N/A
3 $116K
CLDT
Chatham Lodging Trust

Real Estate
16
New
$7.13 - $8.89 $114 - $142
16 $115K
VLGEA
Village Super Market Inc

Consumer Defensive
3
New
$30.38 - $38.01 $91.1 - $114
3 $115K
AMBC
Ambac Financial Group Inc

Financial Services
13
New
$8.25 - $12.41 $107 - $161
13 $114K
ICHR
Ichor Holdings, Ltd.

Technology
5
New
$22.61 - $35.08 $113 - $175
5 $114K
SVRA
Savara Inc

Healthcare
41
New
$2.32 - $3.14 $95.1 - $129
41 $114K
INN
Summit Hotel Properties, Inc.

Real Estate
21
New
$5.4 - $6.84 $113 - $144
21 $114K
SIBN
Si Bone, Inc.

Healthcare
8
New
$13.72 - $18.44 $110 - $148
8 $113K
LE
Lands' End, Inc.

Consumer Cyclical
11
New
N/A
11 $112K
Sinclair Inc
7
New
N/A
7 $112K
PARA
Paramount Global

Communication Services
9
New
$10.16 - $12.14 $91.4 - $109
9 $108K
PTLO
Portillo'S Inc.

Consumer Cyclical
9
New
$9.2 - $15.39 $82.8 - $139
9 $108K
Seaport Entmt Group Inc
5
New
N/A
5 $108K
UFPI
Ufp Industries Inc

Basic Materials
1
New
$103.91 - $118.67 $104 - $119
1 $108K
USNA
Usana Health Sciences Inc

Consumer Defensive
4
New
$26.26 - $36.39 $105 - $146
4 $108K
GLUE
Monte Rosa Therapeutics, Inc.

Healthcare
23
New
$4.64 - $7.17 $107 - $165
23 $107K
Primo Brands Corporation
3
New
N/A
3 $107K
AROW
Arrow Financial Corp

Financial Services
4
New
$25.65 - $27.88 $103 - $112
4 $106K
MMSI
Merit Medical Systems Inc

Healthcare
1
New
$95.64 - $110.29 $95.6 - $110
1 $106K
REAX
Real Brokerage Inc

Real Estate
26
New
$4.06 - $5.51 $106 - $143
26 $106K
AKR
Acadia Realty Trust

Real Estate
5
New
$20.95 - $24.75 $105 - $124
5 $105K
BARK
Bark, Inc.

Consumer Cyclical
75
New
$1.34 - $2.26 $101 - $169
75 $105K
ONL
Orion Office Reit Inc.

Real Estate
49
New
$2.14 - $4.15 $105 - $203
49 $105K
RGLS
Regulus Therapeutics Inc.

Healthcare
60
New
$0.97 - $1.75 $58.2 - $105
60 $105K
Southland Hldgs Inc
35
New
N/A
35 $105K
ARMK
Aramark

Industrials
3
New
$34.13 - $39.63 $102 - $119
3 $104K
BBCP
Concrete Pumping Holdings, Inc.

Industrials
19
New
$4.96 - $9.04 $94.2 - $172
19 $104K
GPK
Graphic Packaging Holding CO

Consumer Cyclical
4
New
$25.27 - $28.3 $101 - $113
4 $104K
OCGN
Ocugen, Inc.

Healthcare
146
New
$0.52 - $0.9 $75.9 - $131
146 $104K
KRUS
Kura Sushi Usa, Inc.

Consumer Cyclical
2
New
$49.96 - $103.01 $99.9 - $206
2 $103K
Lenz Therapeutics Inc
4
New
N/A
4 $103K
CRK
Comstock Resources Inc

Energy
5
New
$16.92 - $21.52 $84.6 - $108
5 $102K
INNV
Innov Age Holding Corp.

Healthcare
34
New
$2.98 - $3.98 $101 - $135
34 $102K
SKT
Tanger Factory Outlet Centers, Inc

Real Estate
3
New
$31.75 - $36.0 $95.3 - $108
3 $102K
POWW
Ammo, Inc.

Industrials
73
New
$1.17 - $1.88 $85.4 - $137
73 $101K
BDC
Belden Inc.

Technology
1
New
$99.82 - $122.07 $99.8 - $122
1 $101K
OABI
Omniab Inc Com
42
New
N/A
42 $101K
PHAT
Phathom Pharmaceuticals, Inc.

Healthcare
16
New
$4.22 - $7.74 $67.5 - $124
16 $101K
FIP
Ftai Infrastructure LLC
22
New
$4.53 - $8.41 $99.7 - $185
22 $100K
HST
Host Hotels & Resorts, Inc.

Real Estate
7
New
$14.21 - $17.45 $99.5 - $122
7 $100K
KLTR
Kaltura Inc

Technology
53
New
$1.82 - $2.78 $96.5 - $147
53 $100K
MRSN
Mersana Therapeutics, Inc.

Healthcare
289
New
$0.34 - $1.4 $98.3 - $405
289 $100K
OVLY
Oak Valley Bancorp

Financial Services
4
New
$23.75 - $28.31 $95 - $113
4 $100K
PRME
Prime Medicine, Inc.
50
New
$1.72 - $3.35 $86 - $168
50 $100K
XMTR
Xometry, Inc.

Industrials
4
New
$23.04 - $43.2 $92.2 - $173
4 $100K
BDN
Brandywine Realty Trust

Real Estate
22
New
$4.44 - $5.66 $97.7 - $125
22 $99K
FL
Foot Locker, Inc.

Consumer Cyclical
7
New
$14.1 - $21.67 $98.7 - $152
7 $99K
Upstream Bio Inc
16
New
N/A
16 $98K
Ceribell Inc
5
New
N/A
5 $97K
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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